"Brother Su's ability to grasp the main trend and his stock selection logic are truly impressive!"
Seeing the significant higher open of the 'lithium battery' sector and the stock 'Duofudu', Old Wu from 'Yintai Road' genuinely praised in the internal group of the 'Modu Ultra-Short-Term Trading Group' where Su Yi was, saying,
"The 'lithium battery' line has indeed completely emerged, and 'Duofudu' feels like it's already somewhat replacing 'Teli A' as the conceptual leader in both markets."
"Looking at the speculative logic behind the 'lithium battery' conceptual main theme for now... there should be no fundamental problems. It's just that the float of 'Duofudu' feels a bit large; I'm afraid it won't be easy to continuously speculate on."
After several days of continuous rebound.
The stock price of 'Duofudu' had rebounded by almost 50% from its lowest point during 'stock market crash 2.0', and its float had surged from approximately 10 billion when Su Yi first entered the position to nearly 16 billion.
A float of this size.
It was nearly 6 billion higher in scale than 'Meiyan Jixiang', which was also a hot stock in both markets.
"Continuous daily limits are certainly impossible, but driven by the continuous expectation of a fundamental reversal in the 'lithium battery' sector, a trend of upward movement should still not be a big problem, right?"
"I don't think there's any problem at all."
"Alas... the opening of 'Meiyan Jixiang' is somewhat lower than expected!"
When everyone focused their attention on 'Duofudu', the leading stock in the 'lithium battery' sector, Xu Qiao's attention was still on 'Meiyan Jixiang', where he held a heavier position.
He sighed softly and said,
"It didn't even have a higher open premium."
Unlike the 'lithium battery' sector and the stock 'Duofudu', which opened significantly higher driven by positive news.
'Meiyan Jixiang', despite two consecutive daily limits yesterday, did not experience a premium higher open today.
Instead, it opened slightly lower, near a 1.5% decline.
"Market attention and sentiment are entirely focused on the 'lithium battery' line."
Old Zhang from 'Xinzha Road' responded in due course,
"Naturally, this reduced everyone's attention to 'Meiyan Jixiang', which led to 'Meiyan Jixiang' lacking sufficient buying funds to support the market. Thus... a lower open is normal."
"With this opening pattern, it feels like 'Duofudu' is going to displace 'Meiyan Jixiang' from its leading position!"
"The true leader should still be 'Teli A', but unfortunately... the true dragon has entered the 'little black room' (suspended)."
"Let's see who can truly gather market sentiment and the follow-up buying power of market funds."
Old Wu said,
"Whoever can make sentiment and capital resonate, whoever can drive the entire market to rebound upwards, will be the leader."
As the brief discussion among the group members unfolded...
In a flash, as everyone's attention converged, the time had already reached 9:30 AM.
When the market in both cities began to move again, popular conceptual stocks related to the 'lithium battery' sector, which were closely watched by the vast investor community, especially the four core stocks:
'Tianqi Lithium', 'Ganfeng Lithium', 'Duofudu', and 'Tianci Materials', all saw their stock prices rise rapidly, quickly expanding their gains on the market and continuously setting new highs.
Amidst this rapid surge in stock prices.
At 9:36 AM, 'Tianci Materials' was the first to hit the daily limit.
At 9:42 AM, 'Ganfeng Lithium's' stock price, driven by massive buying, also touched the daily limit.
At this point, 'Tianqi Lithium' and 'Duofudu', the two stocks that had genuinely proposed price increase strategies during this period, due to their excessively large float, were temporarily suppressed by numerous sell orders at around an 8% increase, experiencing continuous intense turnover, and did not rush to hit the daily limit.
Not until 10:20 AM, when 'Duofudu's' intra-day turnover rate had already approached 8%, did it then, amidst continuous large buy orders of tens of thousands of lots, rapidly charge towards the daily limit.
And at the same time, 'Tianqi Lithium' also rose in sync.
As for 'Meiyan Jixiang', with all active funds in the market already focused on the 'lithium battery' sector and failing to receive further attention and follow-up from various main capital groups, its stock price continued to fall against the trend, causing profit-taking positions that had entered earlier to start reducing positions or even liquidating for profit.
Subsequently, at 10:23 AM, 'Duofudu', after a few more minutes of intense turnover at the daily limit, completely locked the daily limit.
At 10:46 AM, 'Tianqi Lithium' also hit the daily limit with massive volume.
By this point, the four core 'lithium battery' sector stocks heavily held by Su Yi had all completed their daily limit price movements within the day.
Afterward, accompanying the full-scale surge of the 'lithium battery' sector.
The main conceptual themes that saw significant pullbacks yesterday, such as 'new secondary stocks', 'SOE reform', 'backdoor listings', 'building materials and real estate', 'consumer retail', etc., along with their related conceptual leading stocks and popular heavyweight stocks, also violently rebounded one after another, stimulated by the profit-making effect generated by the 'lithium battery' sector.
Ultimately, when 3 PM arrived and both markets closed.
The Shanghai Composite Index, dragged down by the pullback trends of the heavyweight main themes of 'big finance' and 'big consumption', as well as the two major conceptual themes of 'securities fund holdings' and 'pension fund holdings', only slightly maintained a red market with a 0.28% increase.
Meanwhile, the ChiNext Index, under a violent rebound, closed with a significant increase of 5.02%, completing a full reversal of yesterday's sharp decline and completely reversing the market's pessimistic sentiment that had been severely hit after 'Teli A's' suspension.
At the same time, thanks to the full-scale explosion of the 'lithium battery' sector.
And all four stocks, 'Tianqi Lithium', 'Ganfeng Lithium', 'Duofudu', and 'Tianci Materials', hitting their daily limits.
Su Yi's personal stock account and margin account, with their combined position size, also rapidly increased to a scale of 1.542 billion in a single day, with an intra-day profit exceeding 140 million, and the total assets in the account reached a new high.
"Alas... it's a real pity that the anticipated sentiment for the second wave of 'Meiyan Jixiang' couldn't fully emerge."
Facing such a closing result for both markets, at this moment, in the 'Yuhang Group' main speculative funds group, Zhao Qiang, who had finally taken a stance on 'Meiyan Jixiang' and locked his positions without selling, sighed helplessly and said,
"If conceptual themes like 'lithium battery', 'new secondary stocks', 'building materials and real estate', 'SOE reform', etc., continue to play out, then 'Meiyan Jixiang', as a 'high-low rotation' logic, will most likely be completely out of the game."
"The performance of the 'lithium battery' sector today was truly fierce!"
"The entire sector had over 9 stocks hitting the daily limit, the profit-making effect was indeed explosive."
"Unexpectedly, after 'Teli A' was suspended (entered the 'little black room'), the core leader that emerged was 'Duofudu'."
"If I'm not mistaken, 'Duofudu' is also a stock dominated by the funds from 'Financial Street Fuxing Road', isn't it?"
"The funds from 'Financial Street Fuxing Road' had indeed been continuously increasing their positions in 'Duofudu' over the past few trading days, it's just that... yesterday, the entire 'lithium battery' sector experienced a sharp decline, and 'Duofudu' even hit the daily limit down at one point. I just don't know if the funds from 'Financial Street Fuxing Road' have taken profits and exited."
"Definitely not!"
Amidst everyone's discussion, Sun Chengyu pondered for a moment and replied,
"Given the operational logic and position-building strategy of the funds from 'Financial Street Fuxing Road', as long as the speculative logic of 'lithium battery' hasn't collapsed, these funds would absolutely not exit for profit at this position. They might have even continued to increase their positions."
"Before, everyone found it strange, wondering why the funds from 'Financial Street Fuxing Road' would heavily gamble on 'Duofudu'. Now we finally understand, this fund's judgment on the main market trend is damn amazing!"
"The stock selection logic of the funds from 'Financial Street Fuxing Road' is also undeniably impressive!"
"However, 'Duofudu' has risen quite a lot recently, plus this stock has a float of nearly 16 billion. Even with strong cyclical reversal and price increase logic supporting it, it might be difficult to have much room for sustained further increase, right? With a float of this size... it's estimated that not many speculative funds in the industry would dare to intervene."
"'Tianci Materials' and 'Ganfeng Lithium' are both good stocks!"
"I think 'Penghui Energy' should be even better, right? After all, the 'new secondary stock' overlaid with the 'lithium battery' concept can easily attract funds from various sources for combined speculation."
"'Penghui Energy'..."
Hearing everyone mention this stock, Zhao Qiang suddenly realized that if 'Meiyan Jixiang' couldn't break out, the 'new secondary stock' overlaid with the 'lithium battery' concept was indeed a good direction for speculation.
He couldn't help but say,
"Analyzing from all aspects, this stock does seem like a good target for speculation, but... whether we can actually participate should still depend on today's 'Dragon-Tiger List' data for this stock, right?"
As he spoke, Zhao Qiang gradually shifted his gaze to the 'Dragon-Tiger List' of both markets, waiting for today's 'Dragon-Tiger List' to refresh.
As he waited.
Before long, 5 PM arrived.
Subsequently, the 'Dragon-Tiger List' for both markets was refreshed.
Zhao Qiang hurriedly took a look and saw that several hot stocks during the day, such as 'Duofudu', 'Penghui Energy', 'Meiyan Jixiang', and 'Shibei Gaoxin', had all appeared on the 'Dragon-Tiger List'.
Among them, 'Duofudu', which was closely watched by the vast investor community.
In its disclosed 'Dragon-Tiger List' trading data, among the buying seats, there were three institutions and two speculative funds, indicating a very clear situation of funds from various sources scrambling for shares.
As for 'Penghui Energy', which he particularly focused on.
According to its disclosed 'Dragon-Tiger List' trading data, it could be seen that today's main buyers were the two seats: 'Guotai Junan Securities Jinling Taiping South Road' and 'Huatai Securities Jinling Taiping South Road'. The other three buying seats had buying funds below 13 million and thus did not play a dominant role in the market.
"It's the 'Jinling Group' speculative funds."
Zhao Qiang, staring at the 'Dragon-Tiger List' trading data for 'Penghui Energy', said to Sun Chengyu,
"Brother Sun, according to this 'Dragon-Tiger List' data, I feel that the future of 'Penghui Energy' should be broader than that of 'Duofudu', what do you think?"
Sun Chengyu pondered for a moment and replied,
"The 'Jinling Group' speculative funds, though not very strong, still have a certain pattern and won't easily crash the market.
Coupled with the speculative logic of 'new secondary stocks' overlaid with the 'lithium battery' concept itself, as long as the two popular mid-cap leaders, 'Duofudu' and 'Tianqi Lithium', don't die out, the logic of this line... can certainly be followed. I'm also optimistic about 'Penghui Energy'.
Tomorrow, I'll try to give it a boost and see how it goes. If it can generate a continuous profit-making effect and the market trend can stabilize, then this stock will most likely still be able to achieve a certain level of upward potential."
"That's what I think too."
Zhao Qiang chuckled, already having a clear trading plan in mind.
And just as Zhao Qiang, Sun Chengyu, and other main speculative funds from the 'Yuhang Group' successively focused their attention on the 'lithium battery' main conceptual theme, concentrating on related popular conceptual leading stocks like 'Duofudu', 'Tianqi Lithium', 'Penghui Energy', 'Tianci Materials', 'Ganfeng Lithium', and so on.
At the same time...
Across the entire market, whether among institutions, speculative funds, large investors, medium investors, or retail investors.
Everyone's attention to the 'lithium battery' conceptual main theme, and the discussion热度 around its corresponding leading stocks, was also continuously soaring.
And as time continued to pass.
Whether it was funds engaged in long-term value investing, or funds engaged in short-term sentiment-driven speculation.
Their attention was also continuously converging on the 'lithium battery' main theme.
However, just as the popularity of this conceptual main theme was getting hotter and hotter, and market investor attention was continuously rising.
In the evening, the US stock market, suddenly and once again, experienced a sharp decline, completely suppressing the long sentiment in the domestic market that had just been driven by the 'lithium battery' conceptual main theme.
At the same time, due to the approaching National Day.
The vast number of investors worried that during the National Day holiday, the external markets would experience even more severe extreme movements.
Consequently, silently, market risk aversion also began to gradually rise.
This sudden change in sentiment.
Directly led to the next day, September 29th, both markets once again experiencing a widespread lower open and decline.
After both markets opened for trading.
Su Yi watched as the market had already entered a weak, volatile situation with severely reduced trading volume.
Knowing that in these last two trading days before the National Day, the market would likely not see any major trends, and also very unlikely to experience any extreme plummeting trends again, he pondered for a moment and then stopped monitoring trades.
He simply maintained his locked positions.
Without waiting for the market to officially close, he got up, logged out of his trading account, closed the trading software, and left the trading room of the brokerage.
As he walked out of the trading room, just as he was about to drive home.
Fu Guoxiang, the general manager of the brokerage, suddenly walked over with a smile and handed him several admission tickets for the National Day Grand Military Parade in Yanjing.
Su Yi took the tickets and was slightly stunned.
He knew that acquiring these tickets still required some connections.
"These tickets were kindly given to me by a friend in Yanjing."
Fu Guoxiang noticed the confusion on Su Yi's face and explained,
"Originally, I had planned to take my family to Yanjing to attend the parade, but unexpectedly, an urgent matter came up in my hometown, so I have to go back for National Day and can't go.
I thought it would be a pity to throw these tickets away, and also a waste of my friend's good intentions. So... I thought since I can't go, I might as well give them to CEO Su. After all, during this period, CEO Su has really helped me and our brokerage quite a bit."
Su Yi had indeed planned to go to Yanjing to attend the Grand Military Parade in person this National Day.
Seeing that the other party had brought a satisfactory gift at this moment and spoke with sincerity, he couldn't find any reason to refuse.
He couldn't help but smile and say,
"Then I thank CEO Fu for this kind gesture."
"CEO Su, you're too kind."
Fu Guoxiang said,
"You are our brokerage's most distinguished VIP client; this small token of appreciation is nothing to mention. I just hope... if CEO Su has an entrepreneurial idea later and wishes to establish a private equity fund, you can continue to cooperate with our brokerage."
(End of Chapter)
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