On March 7, 2023, Yuan Sheng came to the main room early and found that Zhang Sheng had not arrived yet...
Walking into the main room, Yuan Sheng was turning on the computer and looking at the information, and Zhang Sheng walked in.
Zhang Sheng said: I found a piece of information, would you like to see if it is useful?
Yuan Sheng: What information?
Zhang Sheng said, please look at this: [Hubei Province’s “strongest subsidy of 90,000 yuan” comes and cars become the main theme of local consumption promotion] On March 6, a set of promotional posters about “The strongest car purchase discount season in Hubei history has begun” Sparking heated discussions, the government and enterprise subsidies for multiple car brands are clearly visible. According to incomplete statistics from a reporter from the Associated Press, Dongfeng Citroen, Dongfeng Peugeot, Dongfeng Nissan, Dongfeng Honda, and Dongfeng Fengshen participated in this round of car purchase subsidies. The subsidy ranges from 5,000 yuan to 90,000 yuan, and is valid from March 1 to March 31st. Taking the Dongfeng Citroen C6 Co-creation Edition with a guide price of 211,900 yuan as an example, it only costs 121,900 yuan after comprehensive subsidies from the government and enterprises, and the subsidy amount is as high as 90,000 yuan.
Yuansheng: The Dongfeng Citroen C6 with a guide price of 211,900 yuan only costs 121,900 yuan after comprehensive government and enterprise subsidies, which is equivalent to a 0.576 discount. I have never seen such a low discount. This kind of news is equivalent to public intelligence. There is a high probability that hot money will attack Dongyu stocks today. Let's play with them.
Zhang Sheng nodded in agreement.
Yuan Sheng said that he also saw a useful message: [Cai Jianchun, General Manager of the Shanghai Stock Exchange: Promote the return of the valuation level of central enterprises to a reasonable level and promote the improvement of the quality of listed companies of central enterprises] Cai Jianchun, member of the National Committee of the Chinese People's Political Consultative Conference, deputy secretary of the Party Committee and general manager of the Shanghai Stock Exchange, said that with 5 Compared with a year ago, the profits of state-owned listed companies increased by 70%, but the market value only increased by 10%; the price-to-book ratio was 0.86 times, a decrease of 30%, which was significantly lower than the market average of 1.6 times. In order to better play the important role of central enterprises in stabilizing the macroeconomic situation and implementing the scientific and technological innovation development strategy, Cai Jianchun suggested that the State-owned Assets Supervision and Administration Commission of the State Council, the Ministry of Finance and other central-level enterprise-related ministries and commissions should work together with the China Securities Regulatory Commission to jointly promote central-level enterprises to make good use of financing in the capital market. Advantages and asset allocation functions, continue to become stronger, better and bigger.
Yuansheng went on to say: In the next 3-5 years, or in the next 5-10 years, making central enterprises bigger and stronger will be one of the important goals of A-shares. Currently, I see a stock with a price-to-earnings ratio of less than 6 times, and its 2022 net profit is expected to be RMB 139.6 billion to 143.6 billion yuan attributable to shareholders of the parent company from January to December 2022, which is Compared with the same period last year, it increased by approximately 99% to 104%.
Look at its daily K-line again. March 2, 2023 and March 3, 2023 were small positive lines, and yesterday was a false negative line. There is a high probability that it will continue to rise today, so we will buy it.
Zhang Sheng: What stock?
Yuansheng: It is Hua Guohai stock.
Zhang Sheng looked at the information and K-line of Huaguohai stock and agreed: It is still in its infancy. It is a good stock and worth buying in large quantities. It has a large capacity and no matter how you buy it, it will not affect it. trend.
Yuan Sheng: Yes, the advantage of large-cap stocks is that they have large capacity and are not afraid of retail investors following suit. If it is a small-cap stock, retail investors will follow the trend too much, and the main force will directly go short.
In the morning, Dongyu opened higher by 2.59%. Yuansheng and others adopted a wait-and-see strategy to see if it would rise or fall after 9:30?
At 9:30, the stock price began to fluctuate. The second order was 6.35 yuan, which was 0.01 yuan higher than the first order at the opening. The third order was 6.34 yuan, and the fourth order was 6.31 yuan... Yuansheng and the others Slowly watching and waiting.
At 9:31, Dongyu retreated to 6.27 yuan and turned upward. Yuansheng and the others made a quick return and bought. The transaction prices include 6.29 yuan and 6.30 yuan...
At 9:47, Dongyu hit the daily limit, and Yuansheng knew that this stock attack had been successful... This was the first battlefield to open up new territories.
The second battlefield is the battle of Hua Guohai. In the morning, the call auction that started at 9:15 showed that Huaguohai was likely to open higher. In addition, it had already pulled back and washed the market for a day yesterday. Yuansheng judged that it was a high probability that it would pull the Yang line today, so Yuansheng and the others Participated in collective bidding and finally made a deal.
After the stock price fluctuated at 9:30, Yuansheng and others bought a large amount and continued to increase their positions.
At 9:36, Hua Guohai rose by 0.96%. Yuansheng and the others had already bought heavily and could finally stop.
Zhang Sheng was very curious: Why should we invest heavily in this stock?
Yuan Sheng: If you look at the more than 5,000 A-share stocks currently, if you have full positions in the following two conditions at the same time, you can’t find the second one! First, it has a price-to-earnings ratio of only 6 times; second, its net profit will increase significantly by 99-104% in 2022.
The only stock that can meet these two conditions at the same time is Hua Guohai. There are risks when buying any stock, but the risk of buying Huaguohai at this price this morning is very small, and it is worth our heavy position.
Zhang Sheng: I agree with your analysis. This stock is in line with Li Ka-shing's risk theory. The price/performance ratio is so high that it is worth investing heavily in!
The third battlefield is the battle of Hua Guowei. In the morning, Huaguowei opened 0.85% lower.
Zhang Sheng: Should I sell it immediately to protect the fruits of victory?
Yuansheng: The main force is deeply involved in Huaguowei. After the stock price fluctuated at 9:30, it will not let the stock price plummet. When the main force pulls up the market to protect the market, we will take the opportunity to sell. The stock price sold in this way is relatively high, which can take advantage of it.
After 9:30, the long and short sides fought repeatedly, and finally the long side had a slight advantage. At 9:36, Hua Guowei rose to 19.06 yuan and turned downwards. Yuansheng and others cleared the position with one click of Enter. This ended the clearance battle.
Zhang Sheng: Hua Guowei, can it still rise this afternoon or tomorrow?
Yuan Sheng: I don’t know. If I know for sure that it will continue to rise in the afternoon or tomorrow, of course I will wait until then to sell. Money, who doesn’t want to earn more? I only make money within the scope of my knowledge. We are currently clearing our positions and we are sure to make a profit from Hua Guowei. This is a bird in hand. If you wait until the afternoon, or wait for N days, you can only have 10 birds in the forest, and the final result may be to catch 2 birds, or maybe 0 birds.
The fourth battlefield is a mid-air battle. In the morning, the mid-range opened 2% lower, and Yuansheng took the rough approach of waiting. Because Yuansheng knows that short selling is one of the favorites of big funds, they have bought a lot of chips, so they will definitely control the stock price. Yuansheng Anxin waits for the main force to pull it up before selling.
At 9:33 in the morning, when Yuan Sheng saw the short-term price rise to 60.64 yuan and turned downward, he directly entered the market and sold 90% of his chips. Because Yuansheng understands the nature of short-term stocks very well, it is a stock that fluctuates repeatedly, so he leaves 10% of his chips and waits. 90% of the chips have been sold, Yuan Sheng and their costs have dropped a lot, and they have completely locked in the victory. They are qualified to wait, and they may earn more or less, it doesn't matter. This is a battle to reduce positions.
The fifth battlefield is the battle of Ke Rui stock. In the morning, Kerui opened 3.06% higher, and Yuansheng decided to wait and see: because he did not know whether it would rise or fall after the opening, he needed to wait and see.
After the stock price fluctuated at 9:30, Kerui's second order was for 59.50 yuan, which shocked Yuansheng: he directly refunded 0.50 yuan. Yuansheng is here tomorrow: its profit margin yesterday was so huge that many people were selling it. Yuan Sheng said: Let’s also clear the warehouse.
Ke Rui's third order was 60 yuan, and the fourth order was 59.39 yuan...Yuansheng and the others sealed the victory in these two orders.
Zhang Sheng: Why not leave some chips to sell in the afternoon or tomorrow?
Yuan Sheng: Ke Rui only has 21.06 million shares in circulation. For such a small-cap stock, the stock price fluctuates greatly. If we are making money, we can clear the position directly, so we have less to worry about and save trouble.
Zhang Sheng: Yes, it is always right to make money by selling, because we are sure to make a profit. If it continues to rise in the future, let others make some money. Be content and happy.
............
The closing time came during the chat. At 3 p.m., Yuansheng took stock of the stocks in his hands: (Written in the evening, 17K Novel Network can be added at any time)
PS: Prototype stocks that have been cleared: (Written at night)
