After more and more main capital groups converged their attention on the main 'lithium battery' concept.
As market trading hours continued to advance.
Core 'lithium battery' related stocks, as well as 'new energy industry' related stocks, were all fiercely attacked by buying capital from all sides.
At 9:52 AM, just over 20 minutes after the official market open for trading.
Within the 'lithium battery' sector, over 9 stocks had already locked on the daily limit.
Among them, the four stocks heavily held by Su Yi, 'Tianqi Lithium, Ganfeng Lithium, Do-Fluoride, and Tinci Materials', had all completely locked on the daily limit, showing an extremely strong surging trend.
At the same time, driven by the strong profit-making effect created by the stock 'Teli A'.
The main concept of 'SOE reform' also continued to play out, with 'Wanfang Development, Conch New Materials, Star Power, Xinxiang Chemical Fiber, Phoenix Stock, Three Gorges New Materials, Puyang Huicheng, Chuansheng Jiuzhou...' and a host of other related concept stocks all continuing to surge, showing a strong recovery from the declines during the "stock market crash 2.0".
Driven by a host of main concept lines such as 'lithium battery', 'SOE reform', and 'sub-new stocks'.
More and more stocks hit the daily limit in the market.
The profit-making effect in both markets also grew stronger and stronger, and bullish sentiment quickly fermented.
"It seems the Shanghai Composite Index at 3000 points should be able to stabilize in the short term."
Noticing that the bullish sentiment across the entire market had formed a virtuous cycle, and more and more concept themes were starting to perform, Old Zhang from 'Xinzhalu' in Su Yi's 'Modu Ultra-Short Trading Group' main speculative capital group said,
"The two major concept themes of 'sub-new stocks' and 'internet finance' have also picked up. 'Tiancheng Controls' and 'Tonghuashun' are about to hit the daily limit! But... what on earth is this 'lithium battery' sector, why is it performing so strongly?"
"Old Zhang, haven't you read the news? The breakout point for the 'lithium battery' sector comes from the expected supply-demand gap caused by industry giants suspending production,"
said Old Wu from 'Yintailu'.
"However, this 'lithium battery' sector seems to be speculation driven by short-term positive news, and its continuity is questionable. Furthermore, institutional funds lurking within were stirring things up in the early stages, and the chip structure is very messy. I don't think it's cost-effective to participate."
"The speculation logic for the main concept themes of 'sub-new stocks' and 'SOE reform' is relatively clearer."
"'Tonghuashun' seems like a good one to participate in!"
"Personally, I think 'East Money' is better, right?"
"'East Money' has too large a circulating market cap, and its market value is more than double that of 'Tonghuashun'. I feel its volatility should be less than 'Tonghuashun'."
"Is anyone still trading the 'CSRC-held stocks' sector?"
"If 'Meiyan Jixiang', the leading stock in the 'CSRC-held stocks' concept theme, can't get up, then there's no hope for the 'CSRC-held stocks' sector."
"The speculation trend for the 'CSRC-held stocks' concept theme should be over, right? Now everyone's speculating on the 'pension fund-held stocks' concept."
"'Pension fund-held stocks' concept? Wouldn't that lead to the 'big finance' main theme?"
Along with the refreshing of messages in the group and the further progression of market trading hours, the major core indices, including the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index, continued to surge and break through amid the soaring prices of more and more hot concept stocks and heavyweight stocks, forming a rare situation of opening high and closing high.
And as the time moved into the afternoon.
Under the further fermentation of midday sentiment and the influence of news.
Both indices and individual stocks showed a unilateral surge, a retaliatory rebound.
At 2 PM, the Shanghai Composite Index surged 3%, while the market gains of the Shenzhen Component Index, ChiNext Index, and SME Board Index headed straight for over 5%.
Over 300 stocks hit the daily limit in both markets.
At 2:15 PM, the leading 'lithium battery' concept theme, as well as the 'SOE reform' concept theme, both triggered a wave of daily limits.
In total, over 40 stocks hit the daily limit across these two major concept themes, and this daily limit wave intensified as trading hours continued to advance.
At 2:30 PM, 'Tonghuashun, LeEco, and East Money', the three major constituent heavyweight stocks of the ChiNext Index, all locked on the daily limit, pushing the ChiNext Index's market gains to the 6% mark in one wave.
At 2:47 PM, the ChiNext Index's intra-day gains exceeded 7%, and both markets showed a "thousand stocks hitting daily limit" situation.
At this time, concept stocks that had previously been heavily dumped by investors and main capital groups during the continuous market slump, such as 'military industry', 'sub-new stocks', 'SOE reform', 'internet finance', 'domestic software', 'Apple concept', 'online education', 'celebrity-held stocks', '5G', 'Industry 4.0'..., and a host of other related concept stocks, all triggered an explosive wave of daily limits in late trading.
Finally, when 3 PM arrived and both markets closed for trading.
The Shanghai Composite Index settled at a gain of 4.89%, reclaiming the 3150 point level; while the ChiNext Index surged 7.16%, completely reversing yesterday's trend and forming a retaliatory rebound with "thousand stocks hitting daily limit".
Facing such a closing situation in both markets.
Under the explosive profit-making effect, the bullish and optimistic sentiment of all investors in the market was instantly ignited.
Like a wildfire spreading across the plains, bulls suppressed the bearish voices with lightning speed, causing countless investors, who were desperately bearish before, to become optimistic again, and they all started looking forward to 3500 points, and even 4000 points.
Amidst such an emotional evolution.
In today's market, the two major concept themes of 'lithium battery' and 'SOE reform', which acted as the main drivers of the market's strong rebound, along with their related popular stocks.
Naturally attracted the attention of numerous investors after hours.
And caused the market attention and discussion fervor for popular stocks in these two major concept themes, such as 'Tianqi Lithium, Ganfeng Lithium, Do-Fluoride, Teli A, Chuansheng Jiuzhou, Puyang Huicheng...', to soar.
Especially 'Teli A'.
In everyone's post-market review discussions, it had firmly occupied the top spot on the hot stock list in both markets.
Becoming the undisputed concept leader in both markets.
"Three consecutive daily limits establishes a leader! 'Teli A' feels like it has become the core rebound leader of the entire market this round. The capital from 'Financial Street Fuxing Road' is truly awesome in its timing and in shaping and guiding leading stocks."
Before the release of the Top Ten Trading Seats data for both markets, Zhao Qiang, who had completed his post-market review, couldn't help but exclaim in the internal group of the 'Yuhang Faction' main speculative capital,
"As a concept leader, since three consecutive daily limits have formed a consistent emotional expectation, there won't be much pressure for the fourth daily limit. If there are three, there will be five... The subsequent market divergence for 'Teli A' should come at five consecutive daily limits, or even higher, at six or seven."
"The way the capital from 'Financial Street Fuxing Road' trades is indeed impressive!"
"Unexpectedly, the emotional expectation of 'leader reversal' for 'Teli A' was once again created by this capital."
"The key is daring to lock positions! I bet the capital from 'Financial Street Fuxing Road' absolutely has not sold its chips in 'Teli A' today."
"Given the trading style of the capital from 'Financial Street Fuxing Road', the probability of it continuing to lock positions today is extremely high."
"'Teli A' is now more than just the leader of the 'SOE reform' concept theme,"
Sun Chengyu also responded in the group.
"Judging from the expectations and sentiment of investors in the after-hours market regarding this stock, 'Teli A', as the only stock in both markets that has achieved three consecutive daily limits with turnover, has become the only true dragon for all concept theme speculations in this rebound."
"Ah, with this emotional feedback, 'Teli A' will likely open with a significant premium tomorrow. Even if it doesn't hit a straight-line daily limit, it will open at least 7% higher," said Zhao Qiang.
"It's a real shame we didn't catch the market for this stock yesterday and this morning."
"Today, 'Teli A' was almost instantly locked at the open, it must have been hard to catch, right?"
"Who was it today that aggressively bought 'Teli A' with top orders? Their prediction of the market's retaliatory rebound trend is amazing!"
"It must be some powerful figure in the industry."
As everyone spoke, countless short-term investor groups across the entire market converged their attention.
5 PM had quietly arrived.
The Top Ten Trading Seats list for both markets was refreshed.
Among the stocks heavily held by Su Yi, 'Teli A', 'Tianqi Lithium', and 'Do-Fluoride' all appeared on the Top Ten Trading Seats list.
The Top Ten Trading Seats list for 'Teli A' showed.
The main capital that primarily attacked the 'Teli A' market today, aggressively buying at the daily limit price at the open, was Wu Mingze from 'Guangda Securities Shenzhen Jintian Road Branch', whom he had dealt with before.
'Brother Jintian' grabbed 54 million in chips in 'Teli A' today, basically showing a dominant position.
As for the Top Ten Trading Seats data for 'Tianqi Lithium' and 'Do-Fluoride'.
The top buying seat for both was the 'Huaxin Securities Modu Financial Street Fuxing Road' branch, where Su Yi traded, followed closely by two institutions and two speculative funds.
"Brother Su, what's going on with you? Why did you suddenly turn to trade institution-controlled stocks?"
Seeing that the 'Financial Street Fuxing Road' trading seat had bought a total of 146 million in chips on the disclosed Top Ten Trading Seats data for 'Tianqi Lithium' and 'Do-Fluoride', Xu Qiao in the internal group of the 'Modu Ultra-Short Trading Group' main speculative capital widened her eyes, thinking she had misread.
She surprisingly tagged Su Yi and asked,
"Brother Su, are you very optimistic about the 'lithium battery' sector? Or are you just taking a quick profit?"
It wasn't just Xu Qiao.
Others in the group were also clearly stunned for a moment when they saw the Top Ten Trading Seats data for 'Tianqi Lithium' and 'Do-Fluoride'.
Su Yi responded with a smile,
"I don't make profit predictions. Anyway, when I was watching the market, I saw that these two stocks conformed to my trading model and there was a certain arbitrage opportunity, so I just went for it directly. Otherwise... I didn't think much about it. What these two stocks will turn out to be later, I can only take it one step at a time."
"Impressive, Brother Su, your ability to seize opportunities is truly exceptional."
"Brother Su doesn't pick and choose any stock, as long as there's a slightly certain opportunity,"
said Brother Chen from 'Xinyuelu'.
"Brother Su even dared to heavily buy stocks like 'Huaguo Heavy Industry' with a big hand, so it's not surprising that he bought 'Tianqi Lithium' and 'Do-Fluoride' onto the Top Ten Trading Seats list now."
"I was still thinking Brother Su would increase his position in 'Teli A' today,"
said Old Zhang from 'Xinzhalu'.
"Unexpectedly, Brother Su directly switched tracks. 'Lithium battery'... forget it, I don't understand this sector, so I won't follow."
"Is Brother Su going for a medium-to-long-term logic?"
said Old Wu from 'Yintailu'.
"I feel that institution-led stocks are difficult to hit consecutive daily limits!"
"I don't require consecutive daily limits, as long as it rises and allows me to make appropriate arbitrage, that's enough."
Su Yi smiled and continued to respond in the group, still not revealing his true motive for holding positions.
Compared to the 146 million in chips exposed on the Top Ten Trading Seats list, he actually had a position size as high as 717 million in the 'lithium battery' theme, especially in the four stocks 'Tianqi Lithium, Ganfeng Lithium, Do-Fluoride, and Tinci Materials'.
Among these, he used 200 million in margin financing, with an unrealized profit of 50 million.
If the position in 'Teli A' is also included.
His total position size at this moment had reached 796 million, with a total unrealized profit of around 65 million.
While numerous short-term investor groups following the movements of the main capital from 'Financial Street Fuxing Road', as well as many powerful speculative funds in the speculative market, were shocked by this capital fighting on multiple fronts and heavily attacking the leading stocks of the 'lithium battery' main concept.
Inside Jufeng Asset Management Company, in the fund trading room.
Lu Xiangxiang saw the buy and sell data from the Top Ten Trading Seats list disclosed for 'Tianqi Lithium' and 'Do-Fluoride', and she was so angry she almost spat blood.
"It's that capital from 'Financial Street Fuxing Road' again,"
she said angrily through gritted teeth.
After her inquiries yesterday, she knew that the capital that had swept away her chips from the market yesterday and secretly aggressively bought chips in multiple stocks like 'Tianqi Lithium, Ganfeng Lithium, Do-Fluoride...' was precisely the main speculative capital from 'Financial Street Fuxing Road', whose trading style was extremely strange, unpredictable, and elusive.
She really didn't understand how the other party, a market speculative fund specializing in theme speculation.
Could have such sensitive instincts?
Could anticipate the speculation trend for 'lithium battery' even before SQM and Albemarle, the two major lithium industry giants, announced production suspension, and dared to heavily intervene with large sums.
"Again?"
Hearing her boss's words, Yu Xiaolu was startled for a moment, pondered, and only then reacted,
"The one who aggressively swept up goods at the daily limit yesterday, was that also this capital?"
Lu Xiangxiang nodded slightly.
"What a lunatic,"
Yu Xiaolu paused and exclaimed.
"Isn't he just a lunatic?"
Lu Xiangxiang said,
"I've never seen speculative funds operate like this."
"So what do we do next?"
Yu Xiaolu asked,
"Do we continue to compete for chips head-on with the capital from 'Financial Street Fuxing Road'?"
Lu Xiangxiang thought for a moment and said,
"No need to compete with him. Let's buy second-tier stocks in the 'lithium battery' main theme. This guy has bought so much stock that he definitely has to continuously push prices up to sell.
We can ride the coattails of this capital's continuous upward push to arbitrage on other stocks within the same concept and industry sector. This way, we're also leveraging his reputation and market influence to carry our sedan."
If they couldn't grab the leading chips and couldn't control the market of core theme stocks.
This was the only strategy she could choose.
Yu Xiaolu thought about it and felt that this method seemed feasible.
Her originally gloomy eyes brightened up again.
Of course, besides her.
In the entire market, other institutions or main capital groups that were strongly optimistic about the 'lithium battery' industry cycle reversal and intended to heavily intervene in the 'lithium battery' main theme, did not know that Su Yi had already heavily intervened with so many chips.
Therefore, as the market popularity of the 'lithium battery' main theme continued to soar.
As more and more investors' attention began to turn to the 'lithium battery' main sector, and to core industry stocks such as 'Tianqi Lithium, Ganfeng Lithium, Western Mining Group, Salt Lake Shares, Yahua Group, Do-Fluoride, Tinci Materials...' that would benefit the most from SQM and Albemarle's production suspension.
On the second day, September 17th, during Thursday's market trading.
These core stocks in the 'lithium battery' industry main theme were further aggressively bought and fiercely speculated by capital from all sides.
Meanwhile, Su Yi, while active capital from all sides continued to gather towards the 'lithium battery' main theme and the 'SOE reform' direction.
Used his remaining available funds of over 200 million.
Constantly stirring up market sentiment.
Constantly guiding the market trend of 'Teli A, Tianqi Lithium, Ganfeng Lithium, and Do-Fluoride'.
Under his guidance and stirring, and also under the further fermentation of positive market news, bullish sentiment, and capital expectations.
'Teli A' effortlessly achieved its 4th and 5th consecutive daily limits, reappearing the style of a leading "demon stock".
The four leading stocks in the 'lithium battery' sector, 'Tianqi Lithium, Ganfeng Lithium, Do-Fluoride, and Tinci Materials', also hit three consecutive daily limits, pushing Su Yi's position profit to a high of 311 million in one wave.
This also caused his total personal account assets, after deducting margin financing and interest, to surge to 893 million, reaching a new historical high in one fell swoop!
(End of Chapter)
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