January 12, 2024 is Friday...
Last night, the Central Committee of the Communist Party of China and the State Council issued opinions on comprehensively promoting the construction of a beautiful China. By 2027, new energy vehicles will strive to account for 45% of new cars, and old internal combustion locomotives will be basically eliminated, which will benefit new energy vehicles. industrial chain, but what’s even more exciting is that Beautiful China has been included as an important reference for the appointment and removal of leading cadres, which means that environmental protection, gardens, water conservancy, green building materials and other sectors are ushering in good news. Yesterday, a media report predicted that the scale of government bond issuance in 2024 is expected to exceed 9 trillion yuan, and infrastructure projects such as green building materials, environmental protection, and water conservancy will definitely benefit the most.
If the profits are good, smart hot money will definitely choose a group of stocks to speculate on. The experienced Yuan Sheng chose a sub-new stock that has hit the limelight. Please look at its subject matter-------------
The company has been deeply involved in the field of electrical connections for more than ten years. Its core products, composite busbars and battery connection systems, have a high market share in the field of new energy vehicles. Founded in 2007, the company is one of the earliest domestic manufacturers to enter the field of industrial composite busbars; in 2010, the company successfully entered the core of enterprises such as CRRC by participating in the domestic alternative development of composite busbar products for the Harmony EMU trains. supply chain, and launched electronically controlled busbars for new energy vehicles in 2014, further expanding into the new energy vehicle field.
In 2017, the company creatively combined the composite busbar thermal lamination process to launch a thermal lamination solution battery connection system. Compared with the traditional injection molded pallet solution, the product has the advantages of thinner structure and higher integration. It is in line with the development trend of lightweight and integration in the industry and has won the Widely recognized by downstream customers. Up to now, the company's composite busbar products have customers from many well-known domestic and foreign manufacturers such as BYD, Fara Electronics, Wabtec, CRRC, etc. The battery connection system products have also entered the supply chains of CATL, SAIC Era, etc., and are used in special applications. Hot-selling models from OEMs such as Tesla, NIO, Ideal, Xpeng, Great Wall, and Thalys.
CATL is a major customer of the company and has become one of the main suppliers of battery connection systems for CATL, a leader in the downstream industry. In 2019, the company participated in the design and product customization development of the large module cell connection scheme of the CATL T project, and achieved large-scale mass production of large-size FPC sampling battery connection systems in 2020. The company then cooperated with CATL on the energy storage battery CCS project in 2021 The company cooperated with Times and reached batch supply that year; so far, the company has become one of the main suppliers of the electrical connection system of CATL. At present, the cooperative relationship between the two parties is relatively stable and sustainable; on the one hand, CATL has been the company's largest customer since the cooperation in 2020. In 2023H1, sales revenue from CATL and its affiliated companies accounted for It accounts for more than 72% of the company's total revenue; secondly, CATL also indirectly holds 0.95% of the company's shares through Changjiang Morning Road. The dual identity may benefit the deepening of strategic cooperation between the two parties.
The company is actively developing the next generation FFC sampling battery connection system to further enrich the company's product line. The company independently develops the next generation FFC sampling battery connection system; FFC is a flat cable made of multi-strand copper wire stranded conductors wrapped with insulating materials and pressed together. Compared with the current mainstream FPC, it has the advantages of low cost and high strength. However, due to the difficulty of processing when used as a signal acquisition line, FFC has not yet been applied on a large scale in battery connection systems. It is expected that as the application technology of FFC in battery connection systems continues to mature, its application proportion is expected to increase, which is good for Companies that have laid out FFC-related products in advance.
The famous celebrity Lei Jun said: Pigs will fly when the wind is in the spotlight. Therefore, Yuansheng chose it in the wind.
It is Western stock.
In the morning, Xizi stock opened 3.14% higher, and the vanguard of Yuansheng had already bought... After the stock price fluctuated, Yuansheng continued to increase positions, and finally controlled the cost at 42.8 yuan. This is the first battle to open up new territories.
The second battlefield is the battle of creating and recognizing stocks. In the morning, Chuangsheng stock opened 3.36% higher, Yuansheng is waiting.............
At 10:14, when Chuangsu stock rose to 29.30 yuan, it was already far away from the moving average. Yuansheng decisively cleared the position and protected the fruits of victory.
Why the rush to clear out stocks? Yuansheng's reason is that it rose by 20% yesterday, and the increase just now was close to 6%, which is equivalent to a cumulative increase of about 26% in two days. It is already a huge profit. In a bear market, Yuansheng can only close when the gains are good and clear out its positions to protect the fruits of victory.
The third battlefield is the battle of Rowley Stock. In the morning, Luo Li's stock opened 0.60% lower, and Yuan Sheng was waiting...
At 10:19, when Luo Li's stock rose to 124.76 yuan, Yuansheng decisively cleared the position and kept the fruits of victory.
Why clearance? The reasons for Yuansheng are: first, it rose 5.59% the day before yesterday, 16.73% the day before yesterday, 20% yesterday, and 2% just now, which is equivalent to a cumulative increase of more than 44% in 4 days, and the profit is very generous. Second, it is a high-priced stock and is not popular in a bear market. The two reasons overlapped, and Yuansheng decisively cleared the position and locked in profits.
The fourth battlefield is the battle of Xiaosheng stock. In the morning, Xiaosheng's stock opened 1.92% lower, Yuansheng is waiting......
At 10:16, Xiaosheng's stock reached the daily limit. After 15 minutes, the number of closed orders decreased, and the daily limit was likely to be opened at any time. Yuansheng decisively cleared the position and locked in huge profits.
The fifth battlefield is the battle of Qiansheng Stock. In the morning, Qiansheng's stock opened 0.10% lower, Yuansheng is waiting...
After the stock price fluctuated, the second order of Qiansheng stock fell. Yuansheng directly cleared the position and protected the fruits of victory.
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Zhang Sheng: "Why did the Beijing Stock Exchange Index plummet today?"
Yuan Sheng: "In the early stage, it rose from 702 points to 1114 points. The increase was too large, and the recent correction was not sufficient, so the decline is normal........... Over time, it will go back up."
After the market closed at 3 p.m., Yuansheng took stock of the stocks in his hands: Xizi stock rose 15%.
PS: The stock prototypes for clearance today are: Chuangshi Stock - Chuangshi Technology (played for 2 days, bought for 23.07 yuan, the highest today is 29.31 yuan), Luoli Stock - Ailuo Energy (played with 3 days, bought for 84.60 yuan, the highest was 125 yuan on the 3rd day), Xiaosheng stock --- Hongsheng Huayuan (played for 6 days, bought for 5.88 yuan, the highest was 7.46 yuan on the 6th day), thousands Win Stock---Yum Intelligent (played for 4 days, bought it for 16.52 yuan, the highest was 21.30 yuan on the second day).
I write it in the evening (17K Novel Network can add words at any time)
I write at night I write at night (17K Novel Network can add words at any time)
I write at night I write at night (17K Novel Network can add words at any time)
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