September 11, 2023 is Monday, the beginning of a new week............................. ................................................................. ................................................................. ..................................................
Early in the morning, Yuan Sheng said to Zhang Shengsheng: "There is a stock that has been very strong recently and has been undergoing a correction for two days. Today we are going to attack it. Please look at its theme--------------- ------
Investor: Hello, Secretary to the Board! Does the company research and produce inks for perovskite batteries?
Company reply: Hello, the company is based on PCB photoresist, display photoresist, semiconductor photoresist and other photoresists and supporting materials. According to the needs of downstream customers, it will expand from the solar photovoltaic field and is committed to developing for customers. Material solutions that reduce costs and increase efficiency. Based on the different downstream application scenarios and product functional attributes, the company mainly develops multi-scenario and multi-technological route products in the photovoltaic field, such as photovoltaic photosensitive adhesive, photovoltaic etching resistant adhesive, photovoltaic insulating adhesive, and photovoltaic packaging adhesive. Among them, photovoltaic photosensitive adhesive is mainly used for copper electroplating photolithography patterning process to achieve silver-free, and can be applied to photovoltaic cell processes such as HJT; photovoltaic resist etching adhesive is mainly used to avoid high-energy damage to cells caused by laser overlay, SE and other processes. , applicable to TOPCo
, HJT and its derived TBC, HBC and other photovoltaic cell processes; photovoltaic insulation glue is mainly used to avoid solder ribbons and positive and negative contact short circuits, and can be applied to back contact process battery components; photovoltaic packaging glue is mainly used for 0BB dispensing, UV It has the functions of string bonding and cell protection, and can be applied to XBC, HJT, perovskite laminated and other process photovoltaic cell modules.
Investor: Hello, has the photovoltaic photosensitive adhesive been shipped?
Company reply: Hello, the company is based on PCB photoresist, display photoresist, semiconductor photoresist and other photoresists and supporting materials. Based on the needs of downstream customers, the company will expand from the solar photovoltaic field and is committed to developing for customers. Material solutions that reduce costs and increase efficiency. Based on the different downstream application scenarios and product functional attributes, the company mainly develops multi-scenario and multi-technological route products in the photovoltaic field, such as photovoltaic photosensitive adhesive, photovoltaic etching resistant adhesive, photovoltaic insulating adhesive, and photovoltaic packaging adhesive. Among them, photovoltaic photosensitive adhesive is mainly used for copper electroplating photolithography patterning process to achieve silver-free, and can be applied to photovoltaic cell processes such as HJT; photovoltaic resist etching adhesive is mainly used to avoid high-energy damage to cells caused by laser overlay, SE and other processes. , applicable to TOPCo
, HJT and its derived TBC, HBC and other photovoltaic cell processes; photovoltaic insulation glue is mainly used to avoid solder ribbons and positive and negative contact short circuits, and can be applied to back contact process battery components; photovoltaic packaging glue is mainly used for 0BB dispensing, UV It has the functions of string bonding and cell protection, and can be applied to XBC, HJT, perovskite laminated and other process photovoltaic cell modules. Up to now, the company's photovoltaic insulation glue has been sold in batches to major downstream customers and is a major supplier in the industry. Products such as photovoltaic photosensitive glue, photovoltaic anti-etching glue, and photovoltaic packaging glue are already being sent to relevant downstream customers for testing.
Investor: Hello, as major photovoltaic manufacturers aggressively expand their production capacity, the elimination of backward production capacity will inevitably become more intense, which will lead to a more urgent need to reduce costs. Time is silent, waiting for the flowers to bloom. Secondly, Huawei has recently made a breakthrough in its chips, and recently raised its mobile phone sales forecast. What is the current status of the company and Huawei? Second, Honor is a brand spun off from Huawei. Does the company have any contact with Honor? Is it possible to get the order back? Third, is it possible for the company to become the main supplier of BYD Auto?
Company reply: Hello, thank you for your attention. One, normal supply; two, there is; three, supply has just started, and the current proportion is not large. The company is working hard; we believe that everything is possible!
It’s writing stock.”
Zhang Sheng: "Wow, its themes are too rich, and some of its themes are still hot topics recently, so we bought it at the opening."
Yuan Sheng: "Yes, buy it when it opens."
In the morning, Wenzheng stock opened 4.05% lower, and all the bidding chips of Yuan Sheng and others were sold...................... .....................
After the stock price fluctuated, they continued to increase their positions in large quantities, and finally controlled the cost at 22.20 yuan, ending the battle on the first battlefield of expanding their territory.
The second battlefield is the battle of fast stocks. In the morning, Kuaiku stock opened 7.07% lower, Yuansheng is waiting............................. ................................................................. ...
At 9:34, the moment Kuaiku stock fell back to 23.43 yuan, it was already far away from the moving average. Yuansheng and others increased their positions and bought... .............................
At 13:10, it rose to the auspicious number of 27.18 yuan, which was also far away from the moving average. Yuansheng and the others decisively cleared their positions, leaving only the chips they bought in the morning. The cost has dropped significantly, and they have locked in the fruits of victory.
Zhang Sheng lamented: "This is how stock trading should be, choose popular stocks, buy low and sell high... ....................."
The third battlefield is the battle of Yueke stock. In the morning, Yueke's stock opened 5.29% lower, and Yuansheng and others had completed their liquidation.
Zhang Sheng asked: "Why are you bidding to clear the position? Are you not keeping it?"
Yuan Sheng: "It is a large-cap stock, with a cumulative increase of more than 22% in the previous two trading days. It may open sharply lower today. Therefore, we decisively compete to clear positions, stay away from this kind of stock that may weaken, and protect the fruits of victory. .”
The fourth battlefield is the battle of Fangke Shares. In the morning, Fangke shares opened 6.58% higher, Yuansheng is waiting...
At 9:31, when Fangke's shares rose to the auspicious number of 3.48 yuan, an increase of 9.09%, Yuansheng and the others decisively cleared their positions... ............
Zhang Sheng: "What's the reason for clearing it?"
Yuansheng: "First, it has hit the daily limit for 5 times in a row, and today it is almost the 6th daily limit; second, it is a large-cap stock, close to the 6 daily limit, we should close when it is good, otherwise, the main force will ship at any time. of.............."
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After 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hands: writing stock stocks were at the daily limit, and fast stock stocks were up 1%.
PS: The stock prototypes for clearance today are: Yueke Stock----Xingxing Technology (played for 3 days, bought for 3.10 yuan, the highest on the second day was 4.13 yuan); Fangke Stock----Huaying Technology (played for 3 days) I bought it for 4 days for 2.46 yuan, and the highest today is 3.48 yuan).
(Written at night, 17K Novel Network can add words at any time)
