On Wednesday, January 18, 2023, Yuan Sheng and Zhang Sheng arrived at the main room almost at the same time.
After turning on the computer, Zhang Sheng said excitedly that the stocks we bought yesterday had done well last night: [Six departments issued a document to support the development of the energy and electronics industry. These fields may have broad development space! ] The "Opinions" propose that by 2025, the industrial foundation will be advanced, the level of industrial chain modernization will be significantly improved, the industrial ecosystem will be basically established, and the energy electronics industry will effectively support the large-scale application of new energy. By 2030, the energy electronics industry cluster and ecosystem will continue to improve. New generation information technologies such as 5G/6G, advanced computing, artificial intelligence, and industrial Internet will be widely used in the energy field, and a number of internationally leading energy electronics companies will be cultivated.
The "Opinions" point out that it is necessary to improve the supply capacity of solar photovoltaics and new energy storage batteries, develop advanced and efficient photovoltaic products and technologies, accelerate innovative breakthroughs in smart photovoltaics, develop high-purity silicon materials and large-size silicon wafer technology, and support high-efficiency and low-cost crystalline silicon Battery production, promote the research and development and application of advanced technologies such as N-type high-efficiency batteries, flexible thin-film batteries, perovskite and laminated batteries, and improve large-scale mass production capabilities. Encourage the development of mobile energy products such as photovoltaic power banks, wearable equipment, and transportation vehicles.
At the same time, develop safe and economical new energy storage batteries, research breakthroughs in key technologies such as ultra-long-life and high-safety battery systems, large-scale, large-capacity and efficient energy storage, and mobile energy storage for vehicles, and accelerate the research and development of solid-state batteries, sodium-ion batteries, and hydrogen storage. New batteries such as energy/fuel cells. Improve the ability to secure key resources such as lithium, nickel, cobalt, and platinum, and strengthen the development and application of alternative materials.
Yuan Sheng took over the topic and said happily: "Yes, the Qianwei stock we bought yesterday is at the peak of the wind. We are so lucky!"
Zhang Sheng disagreed: "This is not due to luck, but because we will find clues about the main force through the market! As ordinary people, we only saw the news announced by the media last night. In fact, there will be news about this kind of ** in the drafting stage Very well-informed people know that such news will come out sooner or later, so they will buy stocks in advance to make the graph better..."
"Yes, there are always people who know the news in advance. We can't compare. If Qianwei's stock does not open much higher today, we will increase our position and buy..." Yuansheng said.
"Okay, I'll follow your orders!" Zhang Sheng responded with a smile.
At 9:25, Qianwei opened 1.19% higher, with an opening price of 21.25 yuan. It was able to open higher, thanks to the contributions of Yuan Sheng and Zhang Sheng, who both bid high prices to participate in the call auction. The stock price started to fluctuate at 9:30, and the lowest price of 21.21 yuan passed by in a flash. Yuansheng immediately entered the car to increase the position.
Almost as soon as Yuan Sheng entered the car, Zhang Sheng shouted, "21.21 yuan, it's a pair! Do you want to increase your position?"
""Of course you have to increase your position. If you make a good stack of pairs, boldly increase your position. You have a greater chance of winning..." Yuan Sheng replied while increasing his position.
At 9:32, Qianwei's stock rose to 21.99 yuan, an increase of 4.71%. Yuansheng stopped buying. Zhang Sheng was very smart. When Yuansheng stopped, he also took the initiative to stop buying. Subsequently, Qianwei continued to rise, first to 9.52%, then after a correction, it rose to 24.11 yuan, an increase of 14.81%; then it fell back to 23.02 yuan, and then surged to 25 yuan.
After reaching 25 yuan, yesterday's profits came pouring out. Zhang Sheng asked: Should I sell it?
Yuansheng said: It has been running above the moving average, let's observe it first.
After seeing 25 yuan, the long and short sides fought for 9 minutes. In the end, the long side won: at 9:55, the price limit was finally reached, and the price was 25.20 yuan.
Yuan Sheng happily said to Zhang Sheng: Did you see it? The long and short sides are fighting above the moving average, so we will wait and see. If the long side wins, we join the long side camp and continue to hold on to yesterday's chips. If the short side wins and breaks the moving average, and is unable to recover the moving average within 5-15 minutes, we must join the short side's camp: clearing the chips bought yesterday and buying this morning, we can only be forced to keep them until tomorrow. Make your decision again.
Zhang Sheng said with a mean smile: So naughty! Whoever wins will you join?
"We don't even know who the long and short sides are, so of course we have to be cunning: whoever wins will join. If you want to be stubborn and go against the trend, you will only end up with money! Is this necessary?" Yuan Sheng explain.
Yuansheng continued, let me tell you a story, and you will know the importance of flexibility and learning at any time:
There are three most uncomfortable things in the world.
When your classmates are making progress, you fail the exam; when your colleagues are all promoted, you receive a demerit; when your peers are breaking out, your performance is declining.
In China's automotive industry, the one who can best understand this pain is the "**Car God" General Army (this is a pseudonym).
While BYD, GAC, and Geely were all showing off their brilliant achievements, ** Automobile ushered in its "darkest moment":
Total sales last month were only 77,000 vehicles, less than half of Geely's sales and one-third of BYD's sales.
Total sales in 2022 will be 1.0675 million vehicles, only completing 56.19% of the annual sales target of 1.9 million vehicles.
Among the five major models, except for the "*gram" which is still capable of fighting, the others are terrible. The main force "*F" continues to plummet, the heirloom "*Pickup" gradually fails, the high-end dream "*brand" is almost shattered, and the new energy "*La" spreads thousands of miles.
Looking back on 2016, ** Automobile made a net profit of 10.551 billion yuan, ranking second among more than 20 listed car companies in China, second only to SAIC Group.
In the first half of that year, **H6 ranked among the top five in the world with 240,253 units sold. The press release at the time read, "It has enhanced confidence in the progress of China's automobile industry."
Pride and Prejudice of the General Army
To understand the big boss's heart, don't look at who he praised at the conference, but look at who he scolded at the small meeting.
At the beginning of last year, at a small-scale media banquet, the General Army thoroughly criticized "Wei Xiaoli":
"XXX knows nothing... Li Xiang, who is a product manager, and Li Bin, who studies sociology, do not understand technology, while He Xiaopeng only understands software."
"The * brand did not sell well after the transformation, just because the marketing and concept planning capabilities were not as good as Wei Xiaoli's."
"The X brand has no shortage of products and technologies, and it is right to go the PHEV category. The next key step is to improve marketing. Once the shortcomings of marketing are made up, it is only a matter of time before the X brand becomes equal with Wei Xiaoli."
…
The words are full of arrogance and prejudice. Obviously, there is a big deviation in the general army's understanding of the "new car-making forces".
First of all, the General Army only saw the disadvantages and shortcomings of Li Xiang, Li Bin and He Xiaopeng before they entered the car manufacturing industry, but ignored the progress and growth of the three.
Although Li Bin majored in humanities and social sciences at Peking University, he has actually always attached great importance to technology research and development. As early as 2017, he poached Shen Feng, a well-known "technical master" in the automotive industry. Shen Feng graduated from Fudan University with a bachelor's degree, received a PhD in mechanical engineering in the United States, and worked as a Polesta
Global CTO.
Although He Xiaopeng was born in computers and software, he realized the importance of hardware very early. Before founding Xpeng Motors, he suggested that Alibaba deploy new energy vehicles and couple software and hardware. Xia Heng, co-founder of Xpeng Motors, graduated from Tsinghua University majoring in automotive engineering and is a well-established hardware tycoon.
Li Xiang, Li Bin and He Xiaopeng all have a sense of autonomy. Although they cannot be technical generalists, they can use experts in various technical directions to achieve "full-stack self-research".
This kind of strategy is quite Liu Bang's style.
Secondly, the General Army only saw the marketing capabilities of "Wei Xiaoli" and ignored their technological and product capabilities.
Weilai, Xiaopeng and Ideal are recognized technology companies. Their products embody more advanced technological achievements than Japan, and are equipped with higher-end smart devices than Japan.
Weilai ES7, with a maximum power of 480kw (it is a million-dollar luxury car Porsche Caye
e), equipped with an ADAM intelligent driving platform with 8 million+3 million pixel cameras+lidar+1016TOPS computing power.
Xpeng G9-650 can accelerate from 0 to 100 mph in 3.9 seconds and charge from 10% to 80% in 15 minutes. It is equipped with lidar and an additional 31 sensors and cameras.
The ideal L9 has a CLTC comprehensive range of 1,315 kilometers, a total power of 330 kilowatts, and a torque of 620 N·m.
Buying a car is not buying a soda, and consumers will not easily believe the "ghost stories" told by brands. Without diamonds, how could the Lideal L9 have been the sales champion of large SUVs for three consecutive months?
************
Yuan Sheng said: What do you think after reading this story? My experience is: First, if you don’t continue to learn and keep up with the most advanced technology, you may fall behind! Being advanced (powerful) in the past only represents the past, not the present and the future.
Second, no matter what industry you are in, no matter what you do, you must continue to make progress and improve, or like Liu Bang, use talented people to conquer the world for you.
Third, the above two points are also applicable to the stock market.
Zhang Sheng said: You are so right. I found that your summarizing and discovery abilities are top-notch. No matter what happens, you can connect it with the stock market. No wonder you can continue to make progress in the stock market and continue to catch hot stocks. It’s far, far away. Let’s just say that the stock we currently own, Qianwei, rose by 20% yesterday and another 20% today. That’s awesome!
"You're over your head! Don't flatter me! Everything in the world has the same principles and are all connected. In other industries, we need to learn, and we need to use talented people to conquer the world for ourselves. It's the same in the stock market, and I'm learning every day. In summary...Of course we can continue to improve. Sometimes, I also spend money to buy materials or...because there is no free lunch in the world. If there is, the quality is not very good. . If you want high-quality products, you must be willing to spend money. This is common sense and is the same in any industry." Yuansheng said.
Zhang Sheng nodded in agreement. ....................................................
It's time to close again. Yuansheng currently only has 2 stocks, one is Qianwei, which added a position today, and it is still closing at the daily limit. Another small amount of latent flower material rose a little today, or was it trapped... How will these two stocks perform tomorrow? (To be continued)
