And precisely while he was continuously building positions in 'Kewan Real Estate' stock.
In the main direction of the 'New Energy Industrial Chain', whether it was the sales volume and demand in the 'new energy passenger vehicle' market, the upstream raw material supply gap in the 'lithium battery' main sector, or the prices of the two major products, 'lithium carbonate' and 'lithium hexafluorophosphate', all showed a surging trend.
This led to countless investor groups, both inside and outside the market.
Furthermore, many investment institutions, industrial investment funds, and active main speculative funds within the industry further converged on the 'New Energy Industrial Chain' for speculation.
At the same time, due to the domestic 'smartphone' market sales returning to a growth trajectory.
In the market, the core main line of 'consumer electronics' also continued to strengthen, becoming a core hot main sector for various capital groups to gather and speculate.
"'Lithium battery' as a core main line has shown truly robust performance recently, hitting new highs again."
After the market closed, seeing the Shanghai Composite Index return to 3500 points, and the concept sectors related to the 'New Energy Industrial Chain', especially the 'lithium battery' concept sector, continued to hit new highs in their rebound, with stocks like Duofoduo, Tianqi Lithium, Ganfeng Lithium, and Tianci Materials all breaking through their June bull market highs and setting historical records, Xu Qiao expressed a heartfelt sigh in Su Yi's 'Modu Ultra-Short Gang' main speculative fund group.
"The strongest main line in the market, bar none,"
Lao Zhang replied.
"Thankfully, seeing the situation was wrong earlier, I quickly recovered the chips I had reduced, otherwise, this wave of market action would have been completely missed."
"Regarding market news, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising, truly exceeding everyone's previous expectations,"
Lao Wu said.
"According to the latest quotes from business agencies, the price of 'lithium carbonate' has soared to around 85,000, a surge of over 150% compared to the end of September."
"Even more exaggerated is the price trend of 'lithium hexafluorophosphate',"
Lao Zhang said.
"The price of 'lithium hexafluorophosphate' has already broken 120,000."
"It looks like... this round of price increases has no intention of stopping yet,"
Xu Qiao said.
Chen Ge responded,
"According to data from various institutional surveys, the sales scale of 'new energy passenger vehicles' is also continuously soaring. Against such a backdrop of significant market fundamental changes, the current situation of 'lithium batteries' being in short supply will certainly be difficult to change in the short term.
It's estimated that it won't be long, perhaps half a month, before the price of 'lithium carbonate' soars above the 100,000 mark. Moreover, this demand gap, in the short term, is expected to continue to widen with increased production from related upstream and downstream enterprises."
"If the price of 'lithium carbonate' soars above 100,000, and the price of 'lithium hexafluorophosphate' soars above 150,000..."
Xu Qiao pondered for a moment and said,
"How much could the performance of the most relevant upstream companies in this industrial chain, such as Duofoduo, Tianci Materials, Tianqi Lithium, and Ganfeng Lithium, possibly grow?"
Lao Wu mused for a moment and said,
"Based on the profit and loss data of various companies when 'lithium carbonate' prices were around 40,000, everyone's cost should be around 40,000. This, combined with the current capacity release of various companies and the increase in the main product's price, should be calculable."
"Without a doubt..."
Lao Zhang said,
"If the price of 'lithium carbonate' can stabilize above 100,000, the performance growth of Tianqi Lithium and Ganfeng Lithium will be at least tenfold. Of course, based on this expectation, their stock price increase also has at least 5 to 10 times room."
"So, the market trend for 'lithium battery' as a core main line, even if it has generally doubled already, has only just begun?"
Xu Qiao said with a slight surprise.
"I don't ask for 5 to 10 times the room; a three or four times increase would be quite satisfying."
"Xu Qiao, have you added back your positions?"
Lao Wu asked.
Xu Qiao chuckled and said,
"Not only did I add them back, but I also took on a good amount of margin financing."
"Wow... you're too aggressive,"
Lao Zhang exclaimed.
"You even dare to use margin financing?"
Xu Qiao responded,
"Since the expected logic is getting stronger, the certainty of the market trend is so high, the capital accumulation and scramble for chips are so severe, and the win rate is so high, there's no reason not to use margin financing. I feel that investment opportunities like 'lithium battery' as a main line are not common. It would be a pity not to seize it now."
"I don't dare to use margin financing,"
Lao Zhang said,
"but I dare to go all-in."
"The 'consumer electronics' sector has actually been quite strong recently,"
Lao Wu said.
"And I've heard market rumors that Brother Su has diversified his positions into this main sector for deployment."
Chen Ge responded,
"The expected logic for 'consumer electronics' is not as clear as that for the 'New Energy Industrial Chain' core main line. I don't think Brother Su would diversify his positions into the 'consumer electronics' sector, would he?
Moreover, among the popular stocks listed on the Dragon and Tiger List in the 'consumer electronics' main sector recently, there has been no trace of Brother Su's trading seat, 'Financial Street Fuxing Road'!"
"It's all just rumors,"
Lao Wu said.
"Perhaps Brother Su needed money urgently, which is why he reduced some positions,"
Lao Zhang said.
"I heard Brother Su is starting a business and plans to open a private equity investment company."
Xu Qiao said,
"Not just planning; it seems to have already been successfully registered and is in the preparation stage."
"That explains it then,"
Lao Wu said.
"Otherwise, given Brother Su's previous trading logic and style, he would never massively reduce positions and exit before the expectations were realized."
"The 'real estate' sector has weakened a bit in the past few trading days,"
Xu Qiao said again during his market review.
"'Lithium battery', 'consumer electronics', 'film and television media', 'internet finance'... it feels like the market's style preference has returned to a speculative trend dominated by 'SME and ChiNext boards'."
Chen Ge mused for a while and responded,
"Not entirely. Sectors like 'liquor', 'white goods', and 'pharmaceuticals' are still very strong. However, the expected logic for the 'real estate' sector is indeed not very clear at the moment.
It's quite normal for funds that previously intervened, betting on an industry fundamental recovery and expected reversal, to gradually exit at this point after their intervention failed to trigger sustained market trends or form a consensus long-term force in the market."
"The trend in the 'liquor' sector should indeed have completely reversed, right?"
Lao Zhang said.
Lao Wu responded,
"That should be the case. However, the chip structure of the corresponding core stocks in this sector is relatively complex. Currently... in terms of elasticity, it's far inferior to the 'lithium battery' main sector. Therefore... if the goal is medium-to-short-term trading, the 'lithium battery' core main line is definitely a more suitable direction for deployment."
"Agreed,"
Xu Qiao laughed heartily.
"Firmly go long. This time... I absolutely won't easily reduce my positions until I see the price of 'lithium carbonate' break through 100,000."
"Brother Chen should also be fully invested, right?"
Lao Wu asked.
Chen Ge replied,
"I'm pretty much fully invested. It's a rare chance to take a long-term view and operate in the mid-term for a while; I hope to make some gains."
"You'll definitely make gains,"
Lao Zhang said.
"Looking at this trend, the main upward movement of the 'lithium battery' sector is imminent. No question... I'll also add a bit of margin financing tomorrow to try it out."
As messages refreshed within the group and the several big players in the group offered deep interpretations of the market,
everyone became increasingly optimistic and aggressive about the future market trend of 'lithium battery' as a core market main line, as well as the subsequent trends of related popular leading stocks.
At the same time, due to the extremely strong and sustained profit-making effect demonstrated by the 'lithium battery' main line.
Across the entire market, countless other retail investor groups, as well as various institutional investor groups within the industry, also increased their investment intensity and capital involvement in this main sector, making it greater and deeper.
And just as almost the vast majority of investor groups in the market
were focusing their attention on the 'New Energy Industrial Chain' main investment direction and the 'lithium battery' main sector...
Inside the Baoneng Group Building in Shenzhen.
As the initiator of the plan to strongly favor the future development of the real estate industry, secretly acquire a large number of 'Kewan Real Estate' shares, and attempt to take control of 'Kewan Real Estate' Group, Yao Guangming gazed at the 'Kewan Real Estate' stock price, frozen at around 15 yuan, on the computer on his desk, and his smile deepened as he listened to his secretary's report.
"Chairman..."
Secretary Dong Pingzhang continued to report,
"Mr. Liu, General Manager of 'Kewan Real Estate' Group, has agreed to transfer his shares to us through a negotiated transfer. He holds a total of 1.2% of Kewan Real Estate Group shares. If we can obtain Mr. Liu's shares, our shareholding percentage will enable us to directly challenge the current actual controlling management of 'Kewan Real Estate' Group."
"Negotiated transfer,"
Yao Guangming asked.
"What price does Mr. Liu want?"
Dong Pingzhang said,
"Mr. Liu is asking for a 20% premium based on the current market price, and he wants it all in cash."
"This fellow... he's quite ruthless,"
Yao Guangming said.
"Alright, agree to his terms."
"Just agree to him like that?"
Dong Pingzhang was momentarily stunned.
Yao Guangming said with a smile,
"Compared to the demands of our plan, a 20% premium transfer price isn't too excessive, and this 1.2% stake is very important to us."
"What about 'Huarui Group'?"
Yao Guangming asked.
"How are the negotiations going? If we make a move, will they interfere?"
Due to its historical development.
The largest shareholder of 'Kewan Real Estate' Group is 'Huarui Group', which has a state-owned background.
However, also due to historical development, even though 'Huarui Group' is the largest shareholder of 'Kewan Real Estate', it does not participate in the group's operational management.
Therefore, the actual controller of the group remains the current management of 'Kewan Real Estate'.
As long as 'Huarui Group' can maintain its previous principle of not participating and not interfering in the internal management issues of 'Kewan Real Estate'.
Then, based on the share of 'Kewan Real Estate' equity he currently holds.
He has great confidence in taking control of 'Kewan Real Estate' Group, entering the board of directors through a shareholders' meeting, replacing the current management team of 'Kewan Real Estate', and becoming the actual controlling party of this leading real estate enterprise.
Dong Pingzhang responded,
"We are still in contact, but according to my prediction, if we have a dispute with the current management team of 'Kewan Real Estate', 'Huarui Group' should not intervene."
"I don't want your predictions,"
Yao Guangming said.
"We must be able to confirm this point."
"Understood,"
Dong Pingzhang said.
Yao Guangming pondered for a while longer and said,
"I want a clear answer within this month. Only by clarifying this can our plan truly unfold."
Dong Pingzhang continued to nod in acknowledgment, then exited the office.
As he exited Yao Guangming's office.
At 5 PM, the Dragon and Tiger List for both markets was refreshed.
Among the listed stocks, those in the main direction of the 'New Energy Industrial Chain' accounted for nearly half the number, and in the buy and sell seats of these stocks, institutional funds and speculative funds still showed a net buying trend.
This indicates that the active main capital parties in the market,
even with the 'lithium battery' main sector having generally more than doubled in price, were still converging on the core stocks in this sector on a large scale.
Of course, in the previous few trading days,
the 'real estate' sector, which had advanced hand-in-hand with the 'New Energy Industrial Chain' main line, once created a continuous money-making effect, attracting the attention of many large funds, along with its corresponding core popular stocks.
At this time, however, it had lost its former glory.
Not only did the number of listed stocks sharply decrease, but even in the buy and sell seats of the few related stocks that were listed,
main funds also showed a general net selling trend.
In this market atmosphere where market styles were gradually shifting, investment sentiment continued to evolve, countless main funds moved back and forth, and both bears and bulls called each other idiots.
Over the next few trading days.
The Shanghai Composite Index continued to fluctuate around 3500 points, with neither the momentum to break through further nor the potential to fall sharply.
Until time passed November and entered December 1st, Tuesday.
The leading real estate stock, 'Kewan Real Estate', which Su Yi had painstakingly laid out, holding 2 billion chips, waiting quietly like a hunter.
Finally, in a situation where the Baoneng Group decided to go all-in and fight for it.
Welcomed a comprehensive breakout in its stock price.
After a brief ten-minute call auction, precisely at 9:30 AM, when market trading officially began.
On the 'Kewan Real Estate' trading screen, which had initially opened flat with low volume, continuous large orders of ten thousand lots for main buying rapidly emerged.
Under Su Yi's gaze...
In just two or three minutes, the net inflow of main capital on its trading screen broke through the 100 million yuan mark, and this trend continued to surge.
At the same time, due to the sluggish stock price performance of 'Kewan Real Estate' over multiple previous trading days.
And there was no unusual news surrounding this stock.
When such a large scale of main buying capital intervened, the selling pressure on its trading screen, those massive lurking positions that had been hidden in this stock earlier, also followed suit and sold off.
Causing the stock's real-time trading volume to explode rapidly in a very exaggerated manner.
However, no matter how much selling pressure there was on the 'Kewan Real Estate' trading screen, the main buying capital that intervened today showed no signs of backing down.
With an aggressive stance of absorbing whatever was sold on the market, it continuously invested tens of millions, even hundreds of millions of yuan, forcefully taking in chips and constantly pushing up the stock price of 'Kewan Real Estate'.
(End of chapter)