March 23, 2023 was a Thursday, and Yuan Sheng arrived at the main room early. However, Zhang Sheng arrived earlier than him and was reviewing the stock market.
Seeing Yuansheng come in, Zhang Sheng said excitedly: I found a good stock, its stock price is very low, and there are two good things at the same time -----
The first benefit is:
Investors asked: When will the remaining two lines of 1.2GW in the Huzhou base be completed and put into production? How is the progress of Runhai New Energy's 1.8GW? Thanks!
Company reply: Dear investors, according to the feedback from the equipment supplier, the third and fourth line equipment of the company's Huzhou base will soon be ready for delivery and is expected to enter the market in April and May respectively. In addition, Runhai New Energy’s 1.8GW battery equipment is expected to be launched in April. Thank you for your attention.
The second benefit is:
Investors asked: Is Dr. Seiichi Kiyama still working in the company? What position does it hold? Thanks!
Company reply: Dear investors, the company has hired Dr. Seiichi Kiyama as its chief technical consultant and has a strong high-efficiency heterojunction (HJT) photovoltaic cell R&D team. In addition to Dr. Seiichi Kiyama, there are also "National 863 High-efficiency Peng Dexiang, general director of the "Heterojunction Solar Cell Project" and professor-level researcher; Dr. Xu Genbao, a global expert in materials science and thin film solar cells in the national "Thousand Talents Talent Introduction Plan"; member of the Standardization Committee of the China Photovoltaic Industry Association; Shanghai Applied Physics Research Institute of the Chinese Academy of Sciences Dr. Ni Zhichun, the institute's Ph.D., the initiator of the thin-film solar cell research and development plan of the Chinese Academy of Sciences in Taiwan, and Dr. Huang Xin'er, a Ph.D. Thank you for your attention.
Zhang Sheng went on to say: It is Qingkang stock.
Yuan Sheng: The new assembly line (project) is a good subject; the technology of this stock is very strong. To put it bluntly, all competitions are ultimately about talent. You can speculate on this stock.
Yuan Sheng: Yesterday, a large institution spent nearly 500 million yuan to buy international stocks. Should we follow suit and buy some to speculate?
Zhang Sheng: You can speculate. It is one of the hot stocks recently, please see this-----
Investors: Will CPO technology affect the company’s product demand? Since the optical device and the switching chip are integrated together, is there no need for an optical module?
Company reply: Hello investors! CPO is a future evolution form of optical modules. It is packaged with the switch ASIC chip on a substrate, which can further reduce power consumption and increase bandwidth. However, in the 800G and 1.6T stages, the technology of pluggable optical modules has become relatively mature, so it can be widely adopted by data center customers. In the 3.2T stage, if relevant chips and devices can support it, the life cycle of pluggable optical modules may still continue.
Yuan Sheng: Okay, it’s good. Let’s speculate on it and dance with the main force.
In the morning, Yuan Sheng and Zhang Sheng participated in the call auction of Qingkang stocks, and the deal was finally completed.
At 9:31, the moment Qingkang stock fell back to 2.86 yuan, Yuansheng and others increased their positions, and the result was a transaction of 2.87 yuan. This is the first battlefield for expanding territory.
The second battlefield is the battle of international stocks. In the morning, international stocks opened 3.53% higher, and Yuan Sheng and others usually wait and see...
After 9:30, the stock price fluctuated, and the international stocks only retreated for a moment, which was almost invisible to the naked eye. Yuansheng and others immediately bought it, and the result was a transaction between 45.54 and 45.79 yuan. After Yuansheng and others bought international stocks, the stock prices continued to rise slowly. Yuansheng and others did not have the habit of chasing higher prices, so they just did not buy...
The third battlefield is the battle of regular stocks. In the morning, Guizhen stocks opened 1.57% lower, and Yuansheng and others adopted a wait-and-see strategy...
The stock price fluctuated after 9:30, and the stock price continued to fall. Yuansheng decisively said: Clear the position. In the end, the transaction was 32.90 yuan, protecting the victory.
Zhang Sheng: Why are you so decisive in selling?
Yuansheng: First, its industry is not very good. Second, it fell at the opening. Third, we make money. Therefore, we can’t fall in love with fighting.
Zhang Sheng: It makes sense. Only after selling is the real profit, otherwise it is unknown.
The fourth battlefield is the home court of Chuanya Stock. In the morning, it opened 9.25% higher, and within a few seconds of opening, it shot up to 30.95 yuan. At this time, the increase was close to 13%. In addition, it rose 20% yesterday and 3.86% the day before yesterday. In other words, it rose 38% in less than 3 days. %, the profit margin is very generous. When he saw it ticking, Yuan Sheng said: Clear the position.
After clearing the warehouse, Zhang Sheng asked: Why not leave some?
Yuansheng: First, we have too many stocks and it is inconvenient to operate; second, Chuanya stocks are the work of hot money, and their works like to move in and out quickly. Therefore, we must also move out quickly to protect our victory.
The fifth battlefield is the battle of Zhida Stock. In the morning, Zhida's stock opened 2.11% lower. Yuansheng and the others chose to wait and see as usual.
After 9:30, the price of Zhida stock was 99 yuan, 0.13 yuan higher than the opening price. Then the stock turned red in less than 20 seconds and continued to rise. Yuansheng was waiting...
At 9:36, Zhida's stock reached 107.99 yuan, which was a non-standard pair. Yuansheng and the others first sold 50% of their chips and then continued to wait and see, because at this time, they reduced their positions and lowered their costs, locking in the victory.
At 10:53, Zhida's stock rose to 110 yuan. At this time, the increase was about 8.83%. Yuansheng and the others immediately liquidated their positions. The reason why Yuan Sheng and others cleared their positions was that they were worried that Zhida might be washed out after its stock rose sharply—because it was a new stock and its chips were extremely unstable. Yuan Sheng is someone who doesn't want to participate in the dishwashing, so he gives up when things get better.
Zhang Sheng: There are only 11.5 million shares of Zhida stock in circulation. For such a small-cap stock, after it has been washed for a period of time, can I buy it again when it restarts?
Yuan Sheng: Most likely it is possible. It depends on the situation at that time.
Yuan Sheng: I found that you either buy the smallest one, or buy one that is large enough. Either buy one with a low price-to-earnings ratio, or buy one with a good enough subject matter, or one with strong enough main force, or buy one with high growth potential.
Yuan Sheng: Yes, it must have at least one of these points before I will buy it. If you have several points at the same time, then the stock will rise sooner or later. I like such stocks best.
During the chat, it was time to close at 3 pm, and Yuan Sheng took stock of the stocks in his hands: (Written in the evening. 17K Novel Network can add words at any time)
PS: Clearance stock prototype: written at night
