"Madman, the capital from 'Financial Street Fuxing Road' is truly insane."
After the market closed, at 5 PM when the two markets' Dragon and Tiger List refreshed, Lu Xiangxiang, the general manager of Jufeng Asset Management Company, suddenly saw the trading data revealed for 'Duofodo' on the Dragon and Tiger List, especially when she saw that the capital from 'Financial Street Fuxing Road' had again invested 120 million in 'Duofodo' stock chips, it completely dropped her jaw.
Similarly, other investors in the two markets who were following 'Duofodo'.
And many major institutional and retail investors who were tracking the movements of the capital from 'Financial Street Fuxing Road'.
At this moment, seeing the significant buying by the capital from 'Financial Street Fuxing Road', they were also extremely shocked.
"Holy cow, I thought the capital from 'Financial Street Fuxing Road' would gamble heavily on 'Teli A', but I didn't expect this guy to set his sights on 'lithium batteries'."
Inside the 'Gusu Department' major institutional and retail investor group, Zhang Xinlei from 'Modu Jinling Road' exclaimed,
"What's the logic behind 'Duofodo'? How can it make the capital from 'Financial Street Fuxing Road' continuously increase its holdings and be bullish? It's already had four consecutive limit-ups, and this guy still dares to increase his holdings by 120 million."
"It should be the expectation of price increases due to an industry cycle reversal!"
said Lao Qian from 'Yuhang Wenhu Road'.
"I heard that after the country's subsidy policy for the 'new energy vehicle' industry was upgraded, factories everywhere are increasing production capacity. And due to the recovery in demand for 'energy storage' and '3C battery industries', compared to 'lithium carbonate', the supply-demand gap for 'lithium hexafluorophosphate' will be even larger.
In the future, this supply-demand gap will further expand due to the imbalance between production capacity and demand expansion, and 'Duofodo' is the largest domestic producer of 'lithium hexafluorophosphate'."
"Lao Qian, you haven't been active these past two days. Were you researching 'lithium batteries'?"
He Chong from 'Gusu Xibei Street' in the group asked with a smile.
Lao Qian replied:
"I did a rough check, but I didn't expect these related stocks to rise so fast, so exaggeratedly."
"This is just an expectation, whether it can be realized is hard to say, isn't it?"
Zhang Xinlei said with some doubt.
Lao Qian chuckled and said:
"Isn't stock trading about trading expectations? Based on my experience trading cyclical stocks, by the time expectations are actually met, the stock price has basically peaked. You know, the most ambiguous period for expectations is when the imagination space is largest, and also when the stock price explodes most violently."
"Lao Qian makes sense."
Zheng Jinming from 'Gusu Renmin Road' said,
"The capital from 'Financial Street Fuxing Road' really has something going on."
"A circulating market capitalization of over 10 billion, can it really be hyped up?"
Zhang Xinlei still asked with some doubt.
Zheng Jinming said:
"As long as the logic is strong enough, nothing can't be hyped. Didn't 'Meiyan Jixiang', which 'Financial Street Fuxing Road' previously focused on, also have a circulating market capitalization of over 10 billion?
However... we don't have a first-mover advantage with 'Duofodo', so it's really hard to get involved. After all, the fermentation and realization of cyclical logic often take at least a quarter on the timeline. Such a time cycle is naturally unsuitable for short-term capital speculation."
"If it's not suitable, then we can only give up," Zhang Xinlei said.
"There are so many main concept themes available in the market right now; there's no need to fixate on this stock."
"'New IPOs', actually there are many opportunities in the 'new IPO' sector." He Chong said.
Zheng Jinming thought for a moment and said:
"'New IPOs' coupled with 'state-owned enterprise reform', or 'new IPOs' coupled with other hot concept themes, should indeed offer opportunities. Alas... my vision has narrowed due to the influence of the capital from 'Financial Street Fuxing Road'. 'New IPOs' coupled with 'lithium battery' concept themes can also be done."
"Right, right, stocks with the 'new IPO' and 'lithium battery' concepts can definitely be traded," Lao Qian echoed.
"'Yinghe Technology, Pioneer Intelligent, Penghui Energy' should all be good targets, and... 'Tianci Materials' should also count."
"'Tianci Materials' is a good stock!"
"I also think 'Tianci Materials' is a good stock," He Chong said.
"Didn't Lao Qian say that in this round of 'lithium battery' cycle reversal, 'lithium hexafluorophosphate' has the strongest price increase expectation? Besides 'Duofodo', the largest manufacturer of 'lithium hexafluorophosphate' in China, shouldn't the second-tier manufacturer be 'Tianci Materials'? The key is that the circulating market capitalization of this stock is not large, making it very easy to speculate on."
"But the circulating market capitalization is too small,"
Zheng Jinming said after reviewing the data for 'Tianci Materials'.
"It only has a circulating market capitalization of less than 1.5 billion, making it difficult for even tens of millions of funds to enter. Relatively speaking, Pioneer Intelligent and Penghui Energy, with slightly larger circulating market capitalizations, are more suitable."
Regarding the discussion on investment targets for the 'lithium battery' main theme, differences began to emerge within the group.
But regardless of whether everyone's views and opinions were consistent.
Throughout the market, influenced by the explosive profit-making effect continuously generated by the 'lithium battery' concept theme, and also influenced by the capital from 'Financial Street Fuxing Road' continuously and aggressively increasing positions in core 'lithium battery' concept stocks, funds paying attention to the 'lithium battery' main investment direction, and researching and following core 'lithium battery' main theme stocks, continued to surge.
And among these increasing numbers of investors and funds paying attention and researching.
Core stocks like 'Tianqi Lithium, Ganfeng Lithium, Duofodo, Tianci Materials, Penghui Energy, Yahua Group, Dynasol Technology; Yinghe Technology, Pioneer Intelligent, Salt Lake Potash, Western Mining Group...' also saw their market attention and discussion popularity rapidly soar.
Among them, 'Duofodo', especially, which was continuously bought and aggressively pushed by Su Yi.
Its market attention and discussion popularity even surged into the top five most popular stocks in the two markets, second only to 'Teli A, Huaguo Heavy Industry, Qianzhou Maotai, Shibei Gaoxin'.
With more and more funds and investors focusing on the 'lithium battery' main sector.
The next two days.
September 22nd, September 23rd.
The 'lithium battery' core concept theme, despite a slight market adjustment, still maintained its leading gains in the two markets.
Among them, core concept stocks like 'Tianqi Lithium, Ganfeng Lithium, Duofodo, Tianci Materials, Penghui Energy, Yahua Group, Dynasol Technology; Yinghe Technology, Pioneer Intelligent, Salt Lake Potash, Western Mining Group...' were frantically snapped up by various funds, either hitting the daily limit against the trend or seeing continuous sharp rises.
Moreover, relevant stocks with the 'lithium battery' and 'new IPO' concepts.
Such as 'Tianci Materials, Dynasol Technology, Yinghe Technology, Penghui Energy, Pioneer Intelligent...' even saw consecutive daily limit-ups, being heavily speculated by various major institutional and retail investors in the market.
At the same time, while 'lithium batteries' continued to show explosive profit-making effects in full swing.
'Teli A', this market "monster stock," also continued to open up speculative space beyond expectations with an incredibly strong stance, achieving an 8-day consecutive limit-up streak, pushing its stock price to 45.71 yuan.
From its bottom starting position, it had doubled in just 8 trading days, and was only one step away from the previous high of its first round of speculation.
"Oh my god, 'Teli A' is heading straight for its previous high from the first round of speculation!"
Seeing the 8-day consecutive limit-up pattern of 'Teli A' and its newly disclosed Dragon and Tiger List data, Xu Qiao in Su Yi's 'Modu Chaoduan Gang' major institutional and retail investor group exclaimed, regretting a bit,
"Alas... still not enough self-control. I sold too early again this wave and missed out on the subsequent substantial profits."
"Sold early too, this stock is truly amazing."
Lao Zhang from 'Xinzha Road' sighed with emotion.
Lao Wu from 'Yintai Road' paused and also said:
"Brother Su and Brother Chen have good self-control; they locked their positions all the way and haven't exited yet. This wave... they've truly made a fortune."
"Mine is nothing,"
Brother Chen from 'Xinyue Road' said.
"Brother Su is truly amazing. Locking positions in 'Teli A', and then a massive gamble of several hundred million funds in the 'lithium battery' sector... Roughly estimated, Brother Su has harvested at least another 150 million in profit in about a week's time."
"Holy cow, Brother Su is simply a ruthless harvester in the stock market!" Lao Zhang exclaimed when he heard "150 million in profit,"
adding,
"Even better than a cash printing machine!"
"Brother Su himself is a walking cash printing machine,"
Lao Wu emphasized.
"We can't compare to Brother Su's vision," Xu Qiao said.
"But it's a bit surprising that the 'Foshan Gang' didn't smash the market the next day this round."
Brother Chen thought for a moment and said:
"The emotional expectation and chart pattern of 'Teli A' are too strong. Except for Monday, when it sharply dipped underwater before hitting the limit-up, the subsequent 2 limit-ups where the 'Foshan Gang' intervened were basically high-volume, high-turnover limit-ups. In such a chart pattern... there's no reason for the 'Foshan Gang' not to make money and insist on smashing the market!"
"However, the internally locked-up funds in 'Teli A' have accumulated to a very large volume now, so the situation might not be good," Lao Wu said.
"Today's limit-up for 'Teli A' has again shrunk in volume to a turnover rate of 7%. You know, the stock price range of 40 to 50 yuan was where a large amount of chips gathered during 'Teli A''s first wave of speculation. If it doesn't increase in volume at this position, but instead shrinks... I fear it won't be able to achieve many more limit-ups."
"Before breaking new highs, it definitely needs to increase in volume," Lao Zhang said.
Xu Qiao pondered for a moment and said:
"Let's see tomorrow. Tomorrow's trend for this stock will be very crucial. If there's a massive volume fluctuation and turnover, then there's still something to watch. If it continues with a low-volume limit-up, then this rally should be almost over."
"If 'Teli A' opens higher with a low-volume limit-up tomorrow..."
Brother Chen paused, then said,
"I estimate I'll be smashing the market to take profits and exit."
Following Su Yi into 'Teli A', he had already doubled his profits in this wave.
And such profit gains.
Had already far exceeded his psychological expectations.
Therefore, regardless of whether Su Yi would continue to lock his positions, he would definitely choose to take profits and exit.
"If the speculation on 'Teli A' ends, I wonder if the speculation on the 'lithium battery' line will be affected," Lao Zhang hoped.
"I hope it won't be too affected; I only bought a few million 'Tianci Materials' stock chips today."
"Why didn't you follow Brother Su and buy 'Duofodo'?"
Lao Wu wondered when he heard Lao Zhang,
"It's obvious that 'Duofodo' is the leader in this 'lithium battery' rally!"
Lao Zhang sighed lightly and said:
"Alas... 'Duofodo' rose too quickly, it was hard to get in. Relatively speaking, 'Tianci Materials' should have a demand for compensatory gains, and 'Tianci Materials'' circulating market capitalization is basically ten times smaller than 'Duofodo', so it should be easier for funds to speculate, and the market elasticity would be better."
"Lao Zhang, you're wrong there," Brother Chen said.
"Market strength has nothing to do with the size of the circulating market capitalization; it's only related to the resonance of funds and sentiment. Obviously, 'Duofodo' is indeed the leader in this 'lithium battery' rally. Of course... 'Tianci Materials' isn't bad either; its logic should be consistent with 'Duofodo'."
"Besides 'Teli A' and 'Duofodo',"
Xu Qiao said after some review,
"'Tonghuashun, Shibei Gaoxin, Hailun Gangqin, Penghui Energy, Meibang Fushi' are also very strong. Unbeknownst to me... 'Shibei Gaoxin' has already had 5 consecutive limit-ups."
"'Shibei Gaoxin' is being primarily attacked by the 'Modu Maotai Road' seat; this should be the 'Chao Gu Yang Jia' (stock trading for a living) seat, right?"
"'Shibei Gaoxin' should be following the logic of real estate recovery. In the past few days, the entire real estate and building materials sector has been very strong, and 'Tu Baobao' has also had four consecutive limit-ups."
"'Tonghuashun' is the leader of the 'Internet Finance' concept theme, its logic should be an oversold rebound."
"'Hailun Gangqin' is a 'new IPO' logic, and also the rebound leader of this round of 'new IPO' speculation. And 'Penghui Energy' is 'new IPO' coupled with the 'lithium battery' hot topic."
"But what's the logic for 'Meibang Fushi'? Looking at the Dragon and Tiger List data, General Xu's 'Jiefang Nan Road' has been continuously increasing its holdings in this stock."
"Consumption recovery? Oversold rebound? Or reorganization expectation?"
"Regardless of the logic, it feels like there are still many main concept leading stocks that can be played in this round of rebound. All lines... have shown continuous profit-making effects," Lao Wu said.
"Of course, no matter the trend of which concept main line, the ultimate emotional convergence point is still 'Teli A'."
As messages in the group continuously refreshed.
And as the discussion on market conditions among the group members continued to deepen.
Su Yi looked at the messages, then continued to browse the hot topics online about 'Teli A' and the popular 'lithium battery' main sector stocks.
He saw that the market popularity of 'Teli A' was still continuously rising.
And the view that this stock would hit previous highs without obstruction was increasingly becoming consistent.
Regarding discussions on the 'lithium battery' sector, everyone's expectations and bullish sentiment were also gradually moving towards consistency.
Noticing this emotional and expectant performance.
Su Yi pondered for a while, knowing that 'Teli A' and the 'lithium battery' main theme would likely undergo a sharp correction at this point.
Of course, his position logic for 'Teli A' stock.
Was different from the position logic for 'Tianqi Lithium, Ganfeng Lithium, Duofodo, Tianci Materials' on the 'lithium battery' main theme.
Therefore, in his upcoming trading plan.
He intended to first take profits from 'Teli A' and continue to increase positions and go long during the 'lithium battery' main theme correction.
Having formulated his trading plan.
The next day, Thursday, September 24th.
The two markets generally opened significantly higher under the influence of strong bullish sentiment pre-market.
Among them, amidst the high opening of major indices, 'Teli A', the overall leading concept stock heavily watched by investors in both markets, astonishingly showed another one-word limit-up with shrinking volume at such a high level.
In a surprising manner, it easily surpassed the 50 yuan price mark, creating a fantastic 9-day consecutive limit-up streak under the rush of countless following funds.
Su Yi watched the opening trend of 'Teli A' with a one-word limit-up.
And on its initial market display, the massive primary buying orders accumulated to a level of 250,000 lots, he was clearly stunned for a moment, also finding it quite surreal.
However, such a strong one-word limit-up high opening did not change his trading intentions.
Without waiting for the market to officially open for trading.
Before 9:30 AM, he impulsively placed a sell order for all 135 million worth of 'Teli A' stock chips he held, at the limit-up price of 50.27 yuan.
Immediately after he placed his sell order.
9:30 AM arrived, and the two markets entered the official continuous auction trading phase.
Before too many people could react, at the moment the market just started ticking, Su Yi's sell orders, placed through the exclusive VIP channel of his brokerage, were all executed, hitting the 250,000 lots of buying orders accumulated on the market down to below 230,000 lots with lightning speed.
When Su Yi completed his sale.
Other major funds gathered and locked in the market.
Seeing the trading volume of 'Teli A' instantly expand after the official opening, heading straight for the 200 million trading volume mark, they immediately realized that its internal chip structure was starting to loosen.
Thus, more and more locked-up funds and internal profit-takers began to rush out.
At 9:31 AM, just one minute after opening.
The trading volume of 'Teli A' rushed to the 400 million mark, and the limit-up buying orders on the market sharply decreased to below 150,000 lots.
At 9:32 AM, its trading volume soared to 500 million, and the limit-up buying orders sharply decreased to below 100,000 lots.
Subsequently, before 9:33 AM arrived.
A massive wave of selling orders poured out, instantly breaking through many limit-up buying orders that hadn't had time to be withdrawn.
Accompanying the breakthrough of the limit-up buying orders.
'Teli A''s intraday volume surged rapidly, and its stock price plunged like a waterfall.
In the blink of an eye, it dived straight from the limit-up position, flash-crashing to a drop of 5 points underwater.
At the same time, the previously surging broad market index, as well as several other popular leading stocks in concept themes such as 'Shibei Gaoxin, Tonghuashun, Hailun Gangqin, Duofodo, Penghui Energy, Meibang Fushi...' also plunged, instantly wiping out all the gains from the high opening.
(End of this chapter)
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