March 27, 2023 is Monday, the first battle day of the new week. Yuan Sheng came to the big room early, and Zhang Sheng immediately said to him: "I saw a message, can you see if it is useful?"
Yuan Sheng: "What's the news? Let me take a look............................. ..."
Zhang Sheng: "Jingrui Stocks announced on the evening of March 24 that the second phase of the national large fund plans to invest 160 million yuan in its subsidiary ****, taking 23.05% of the equity. The latest price of Jingrui Stocks 3 is 19.29 yuan/share , with a market value of 11.29 billion yuan.
Adding semiconductor materials
According to the announcement, on March 24, Jingrui Electric Materials, Qianjiang Fund, Hubei Jingrui Electric Materials' joint-stock subsidiary, National Large Fund Phase II, Guosen Yihe Fund, and Guosen Southwest Fujian Fund jointly signed the "About** "Capital Increase Agreement of (Hubei) Microelectronic Materials Co., Ltd." etc., Hubei ** plans to introduce strategic investors through capital increase and share expansion.
According to the announcement, National Large Fund Phase II, Guosen Yihe Fund, and Guosen Southwest Fujian Fund plan to increase capital in Hubei ** by 160 million yuan, 30 million yuan, and 30 million yuan in cash respectively, corresponding to an additional registered capital of 135.0211 million yuan respectively. , 25.3165 million yuan, 25.3165 million yuan, the part of the capital increase exceeding the registered capital will be included in the capital reserve of Hubei Jingrui. After the capital increase is completed, Qianjiang Fund, Jingrui Electrical Materials, National Large Fund Phase II, Guosen Yihe Fund, and Guosen Southwest Fujian Fund hold 44.39%, 23.90%, 23.05%, 4.32%, and 4.32% of Hubei Jingrui respectively. of equity. "
Yuan Sheng: "The big national fund is like a baton. Wherever it points, we will fight. There is a high probability that we can make money. Therefore, we will buy it when the market opens."
Yuansheng continued: "I also found a stock with good news, which is a trailing stock."
【Brush the screen! Y media named Huawei’s blockbuster product as a hit! Is industrial application coming? Concept stocks hit their daily limit ahead of schedule] On March 25, the People's Daily article "Accelerating the Industrial Application of Artificial Intelligence" brought Huawei Cloud's Pangu model into the public eye again. The article mentioned that using the large-scale drug molecule model of Huawei Cloud Pangu, the research and development cycle of a certain lead drug was shortened from several years to one month, and the research and development cost was reduced by 70%. It should be noted that in this wave of artificial intelligence, in addition to entertainment, question and answer chat, and program writing, its industrial applications have also attracted much attention.
Yuan Sheng continued: "I checked the data, and I judged that the research and development cycle of a certain lead drug has been shortened from several years to one month, and the research and development cost has been reduced by 70%. It is most likely that it refers to the follow-up stocks. The funds in the stock market are very smart. If After the market opens today, if there is any change in the leading stocks, we will buy immediately..."
Zhang Sheng: "It makes sense. There is no smoke without fire. If there is any change, there must be a reason. We just have to be bold and buy."
Yuan Sheng said, look at this, it also has reference significance: The People's Daily published an article "Acceleration of Industrial Application of Artificial Intelligence" on March 25, which mentioned that in recent years, domestic and foreign manufacturers have increased their investment and research and development of huge models, allowing The implementation of the artificial intelligence industry has found a new direction. The research and development of new drugs benefits from this. It is reported that the Huawei Cloud Pangu drug molecule large model is a large model jointly trained by Huawei Cloud and the Shanghai Institute of Materia Medica, Chinese Academy of Sciences. It can realize the entire process of artificial intelligence-assisted drug design for small molecule drugs.
Houdai Stock recently stated that the results of the first phase of the cooperation case between the company and Tencent AILab have been published on ACSOmega, and both parties share a molecular skeleton transition system based on AI technology. This algorithm is expected to speed up the design of small molecules in the field of drug research and development, thereby reducing labor and time costs. At present, the molecular skeleton transition system based on AI technology has been applied in many internal and external drug research and development projects of our company. In some pharmaceutical projects, it can be seen that the SBDD generated by AI molecules can significantly shorten the DMTA cycle cycle. The company has always paid close attention to the progress of AI in the field of drug research and development and continues to explore and research. In the future, it will continue to increase its attempts in this field, especially how to effectively integrate AI technology with the company's core technologies DEL/FBDD/SBDD. Combined with accelerating the early drug discovery process of challenging targets, the TPD platform uses AIDD to accelerate the optimization process of ternary complexes, as well as the layout of small nucleic acid (STO) drug sequence design, etc. This type of technology still requires more project practice. Verify its practical scope and results.
Zhang Sheng: There are so many positives about the underlying stock, so we will buy it at the opening.
In the morning, Yuansheng and Zhang Sheng directly participated in the call auction of Jingrui stock. As a result, it opened 9.02% higher and their pending orders were completed. Because Yuansheng knows from experience: stocks bought by large national funds last for 1-5 years, and Yuansheng and others are mainly short-term, so they just bought one order through call auction and ended Jingrui. The battle to open up new territories for stocks.
The second battlefield is the battle of trailing stocks. In the morning, Yuan Sheng and Zhang Sheng directly participated in the call auction. As a result, the leading stock opened 0.29% lower, and all of Yuan Sheng's and their pending orders were filled.
After the stock price fluctuated at 9:30, the price of the second order of the leading stock fell by 0.04 yuan. Yuansheng and the others slowly increased their positions...
At 9:31, the stock retreated to 17.30 yuan, and Yuan Sheng and others increased the weight of their purchases...
After more than 20 seconds, Houyi's stock turned red, Yuansheng and the others stopped buying, ending the battle on the second battlefield.
The third battlefield is the battle of five-star stocks. In the morning, Five-Star stocks opened 4.52% higher, and Yuansheng adopted a wait-and-see strategy.
After 9:30, it continued to rise, and Yuansheng and the others continued to wait and see...
It hit the daily limit at 9:34. Yuan Sheng observed it and found that the closing orders were not many and were decreasing, so he said to Zhang Sheng: Clear the position.
Yuan Sheng and the others went straight back to the car to clear their inventory, ending the battle.
Zhang Sheng: Why don’t you save a little and guard it?
Yuan Sheng: It is not a hot stock in the near future. It changed its major shareholder and rose by 2 daily limits, which is basically the same, so we cleared our positions to seal the victory.
Zhang Sheng: It makes sense. Hot stocks are the phoenix and can be defended.
The fourth battlefield is the battle of Yuchuang. (Continue writing after 6 p.m. 17K Novel Network can add words at any time)
