I can get rich by brushing my emotions

The reason for Dalian Industry's rise in July is mainly because the company's net profit in the first half of the year has increased by more than 7%, and among them, the operating income of wind power parts and components has increased significantly.

Therefore, this target is actually speculating on the concept of wind power equipment. In addition, there are also some concepts of robots superimposed.

Judging from the content of Kang Lei’s big event, Dalian Industry will end its upward trend around July 7. The lowest stock price in the range is about 22 yuan, and the highest stock price is close to 4.3 yuan. It is also a stock that has doubled within a month.

……

The fourth target is Jinzhi Company (4), which is superimposed with multiple concepts.

The company has some involvement in photovoltaic integrated systems, energy storage, robots, virtual power plants and other fields, and its business is very complicated.

In the rising range of major events in the future, the lowest quotation of Jinzhi Company's stock price is around 9 yuan, and the highest quotation is around 20 yuan.

There is no suspense, it is still a stock that can double within a month.

……

As for the fifth target, it is also a stock with multiple concepts superimposed, Xishan Road and Bridge (5).

Its hype points include photovoltaic power plants, charging piles in expressway service areas, large infrastructure, and the Belt and Road Initiative.

The lowest quotation in the interval is around 4 yuan, and the highest quotation is more than 8 yuan, but less than 9 yuan.

Same as the previous ones, it is also a double ticket in July.

……

After browsing all the content of Kang Lei's future major events, Yuan Ze made another summary of all the targets.

First of all, the codes of the five targets this time all start with 000, which means that they all belong to the Shenzhen Stock Exchange.

In fact, stocks listed on the Shenzhen Stock Exchange are indeed easier to speculate on, because the controls are not as strict as those on the Shanghai Stock Exchange.

Secondly, Ganneng Group, Jinzhi Company, and Xishan Road and Bridge all have the concept of photovoltaics. Panzhihua Iron and Steel Group is speculating on vanadium batteries, and Dalian Industry is relying on wind power equipment.

In addition, Ganneng Group, Panzhihua Iron and Steel Group, and Dalian Industry are all two-financing projects that can be leveraged, while Jinzhi Company and Xishan Road and Bridge cannot.

The doubling trend of these five stocks in the next July can also be regarded as a short-term speculative hype direction for Big A in July.

Photovoltaics, energy storage, wind power, robots, virtual power plants, and vanadium batteries are all directions worth exploring at present.

"Now, there are targets that can be invested, and we can get in next Monday depending on the situation!"

Yuan Ze pondered in his heart, and logged into the mobile bank with his mobile phone to check the balance.

At present, there are more than 2400 million balances in the bank account. This part of the money needs to be reserved for several million, and only about 2000 million can be invested in it. Double the leverage can reach 4000 million.

In terms of personal capital, Yuan Ze doesn't have much in his hands.

But it doesn't matter, Kang Lei and Hu Xu are still eagerly looking forward to cooperating with Yuan Ze, they should have a lot of disposable cash.

"This time there are five doubling bids, and there are even three that can be financed. I don't know how much Kang Lei and Hu Xu are willing to invest in it. If you invest less, it will be meaningless. Let's pull him in for a while." Let's meet and find a way to trick them into investing more money!"

With this in mind, Yuan Ze dialed Kang Lei with his mobile phone.

"Hey, Brother Kang, make an appointment with Mr. Hu. Let's meet at your hotel at noon, have a drink, and talk about the future investment direction by the way."

"Hey, okay, just let me arrange it!"

Kang Lei was overjoyed when he heard the words, he responded and immediately went to make arrangements.

……

noon.

Royal Court Hotel, in the big box on the 5th floor.

Yuan Ze, Kang Lei, and Hu Xu were sitting around a dining table, each with an arm around a beautiful waiter.

With beautiful company, drinking wine, tasting delicious food, talking and laughing happily, the atmosphere in the room is very harmonious.

After drinking for three rounds, talking and laughing, finishing the hand addiction, and kicking out all the pretty waiters, the three of them finally got down to business.

"Mr. Yuan, I remember you said yesterday that there will be a new market next week. I must have heard it right?" Hu Xu asked.

Yuan Ze nodded slightly: "That's right, the current market for new energy vehicles has basically come to an end and is at a high level. Even if there is a rebound in the future, it will only be a supplementary increase in a local area, and there is not much value for participation.

When one main line dies, another main line will rise again. Not surprisingly, there will be a new wave of rising prices in July.

But the current market is mixed with fish and dragons, and there is no obvious big track, so we just follow the policy trend. "

Hu Xu and Kang Lei nodded, looking at Yuan Ze seriously, waiting for his next words.

Yuan Ze went on to say: "At present, the mainstream outlets that are relatively well-known are undoubtedly related to new energy, such as perovskite batteries and wind power equipment, one belongs to photovoltaics, and the other belongs to new energy special equipment.

There are many concepts derived from these two fields, such as upstream and downstream design and materials, integrated buildings, green power storage, virtual power plants and other industrial chains.

In the final analysis, they are actually concepts or branches in the field of green energy.

However, as far as the current trend of the two sectors of photovoltaic and new energy special equipment is concerned, they are far from reaching their peaks. "

With that said, Yuan Ze took out his mobile phone, opened Flush and clicked into the photovoltaic concept, and said:

"Taking photovoltaics as an example, the highest point last year was around 3437, but now it is only 3087, which is still more than 300 points away from last year's highest point.

Looking at the special equipment sector, the highest point last year was 4768, but now it is only 4077, a difference of nearly 700 points.

Of course, due to the recurrence of the mask disease this year, the economic downturn, and the lack of strength in the market index, we can lower our expectations. We don’t need to make new highs, but at least we have to touch the buttocks of new highs, right? "

Yuan Ze put down his phone, took a sip from his wine glass, and said:

"Moreover, the current international situation is grim. In order to prevent being stuck in energy, domestic investment in photovoltaics and wind power will definitely continue to increase in the future, which is basically a clear sign.

In addition, it is certain that this year's installed capacity of photovoltaic and wind power will break new highs, and there have been reactions to varying degrees on the news.

Therefore, I personally think that these two fields are worth digging deeply in the next July.

Especially in the photovoltaic sector, the current momentum is fierce, but there has not been a real photovoltaic leader.

When the photovoltaic sector hits a new high, and the real leader comes out, and it is confirmed that it has weakened, then it is time to be careful about the market's downfall.

But right now, it's far from that point. "

Kang Lei was thoughtful: "According to what you said, brother, is it close to green electricity and carbon neutrality?"

Yuan Zedao: "It's a bit of green electricity and carbon neutrality, but it's more an issue of energy transformation, but the current market is still relatively chaotic, and there may be other sectors involved in the PK.

But in general, in the next July and August, there will be greater certainty in the two directions of photovoltaic concepts and new energy special equipment. "

Hu Xu asked: "Then Mr. Yuan, do you have a specific target?"

Yuan Ze said: "Yes, I have screened out a total of 5 potential targets in the past few days."

Kang Lei was surprised: "5 bids, so many?"

Yuan Ze smiled and said: "That's right, it is indeed a little more than last time, so this time the investment space is also relatively large. Brother Kang, Mr. Hu, if you two have enough spare money on hand, I suggest you invest more .

The 5 bids this time are overall a little more stable than last time, and all of them have been strictly screened by me to basically eliminate the risk.

Even if you don't make much money by investing in it, you can still get out of it without losing money. "

Kang Lei said excitedly: "You've already said that, brother, so I'll invest more this time. Last time, his grandma only invested 3000 million. Just watching you and Lao Hu eat big meat, I'm so hungry."

Yuan Ze blinked and asked, "Then how much do you plan to vote Brother Kang this time?"

Kang Lei's eyes flickered a few times, and after thinking for a moment, he patted the table and gritted his teeth: "I can take out a maximum of 1.2 million in working capital at the moment, and plan to invest all of it, brother, is it okay?"

"Of course it's okay, Mr. Hu?" Yuan Ze nodded, and turned his gaze to Hu Xu again.

Compared with Kang Lei's 1.2 million yuan, he is more curious about how much money Hu Xu can invest.

……

Chapter 123 Cooperation again, 5.2 small goals

"I..." Hu Xu touched his chin.

Picking up the wine glass again, he took two sips, then compared four fingers and said:

"I'll invest 4 million. In the first half of this year, my foreign trade company lost too much, otherwise I should have invested another [-] million."

"4 million, you're still ruthless, Hu." Kang Lei tutted.

Yuan Ze's eyes lit up slightly, and he nodded with a smile. In this case, their combined initial capital of 5.2 million is not a lot.

After some discussion, Yuan Ze made a final decision: "Then it's settled, Brother Kang will invest 1.2 million yuan, Mr. Hu will invest 4 million yuan, a total of 5.2 million yuan, the money will be invested together first, and then the money will be invested according to their respective rates." Come on, first sign the contract, and then let’s talk about the targets to be operated.”

After the three left the box, they came to Kang Lei's office and quickly signed the contract.

Immediately afterwards, Yuan Ze did not hesitate, and quickly introduced the five targets of Ganneng Group, Pangang Group, Dalian Industry, Jinzhi Company, and Xishan Road and Bridge to Kang Lei and Hu Xu one by one.

"...First, Jinzhi can provide customers with a variety of energy supply solutions such as photovoltaic building integrated systems, ground source heat pump systems, and energy storage.

Second, Jinzhi Company is actively deploying the field of virtual power plants to realize the overall optimization of virtual power plants.

Third, the UK-R200 substation intelligent inspection robot independently developed by the subsidiary Nanjing Youkuo Electric has successfully passed the centralized test of the performance inspection of the State Grid Corporation's substation intelligent inspection robot, and is currently qualified for State Grid bidding.

Fourth, according to gossip, the first domestic virtual power plant management center will be established soon, which means that energy storage + virtual power plants will be hyped in the future.

And Jinzhi Company has mastered the core technologies related to virtual power plants, including distributed new power supply optimization and coordination control, regional fast communication technology, regional fast control technology, source-load storage aggregation control technology, etc.

Therefore, based on the various analyzes above, I think the current stock price of Jinzhi Company is still very speculative.

Then, let’s talk about the last target, Xishan Road Bridge. "

After talking about the four bids in one breath, Yuan Ze took a sip of tea to moisten his throat, and then continued: "I think there are three main points of speculation in Xishan Road and Bridge.

First, the company built and put into operation charging piles in the service area under its jurisdiction.

Second, the company is selecting idle land such as expressway station areas to develop photovoltaic power stations.

Thirdly, the Shanghai Cooperation Summit of the Belt and Road Initiative will be held on September 9th. The company will participate in investment projects such as overseas highways under the "Belt and Road Initiative" with China Merchants Expressway through forms including but not limited to the establishment of consortium bidding.

In general, charging pile projects, photovoltaic power station development and overseas highway investment are all remarkable speculative spots this year, with good room for speculation.

As long as there are funds favored, enter the market to pull a wave, attract the attention of the market, and then dig out the news, it should not be a problem to double by then. "

Hu Xu and Kang Lei on the side listened very seriously and nodded repeatedly.

After talking about the investment logic of these five targets, Yuan Ze continued to preach without hesitation:

"Next, let's allocate the investment ratio this time.

My suggestion is to focus on the three two-financing bids of Pangang Group, Dalian Industry, and Ganneng Group, and directly double the leverage to finance and build positions.

Our initial capital is a total of 5.2 million yuan. After doubling the leverage, the operable funds can reach 10.4 billion yuan. If the situation permits, it is best to disperse all the funds into these three targets. Such profits is maximized. "

Yuan Ze took out his mobile phone, clicked on Flush, looked at it, and said:

"Ganneng Group's closing price last Friday was 5.82 yuan. Take any chips below 8 yuan, and don't move above.

For Pangang Group, only take chips below 4 yuan, not more than 4 yuan.

The closing price of Dalian Industry was 4.82 yuan last Friday. However, this stock is currently in the correction stage, and there should be a low point next week. Take the chips below 5 yuan vigorously, and leave the above ones to others. "

Yuan Ze put down his mobile phone, looked at the two of them, and said, "If the above three tickets fill up the positions as planned, then leave Jinzhi Company and Xishan Road Bridge alone. The positions are entered."

It's a coincidence that the Panzhihua Iron and Steel Group's three two-finance bids will start next week.

However, Jinzhi Company and Xishan Road and Bridge, the two non-financing bids, will start next week.

Therefore, this also gave Yuan Ze and others more room to selectively build positions.

……

When the three of Yuan Ze were discussing cooperation and investment matters.

Shi Xin hurried to the hospital near Romantic Garden Community.

When she found the ward according to the house number, opened the door and entered, and saw Tan Yuan lying on the bed with his lower body tightly wrapped, her pretty face was full of helplessness.

Seeing his fiancée coming, Tan Yuan was obviously taken aback, "Honey, you, why are you here?"

Obviously, he didn't expect Shi Xin to come to the hospital, because he never told Shi Xin that he was hospitalized.

After all, this thing is too embarrassing...

The thing is like this, after Tan Yuan met Xiaoya last night, he quickly got to know her two little sisters.

Then, with Xiaoya's help, he used his power to persuade her two little sisters to play mahjong together.

In order to be competitive and to show his strength and persistence, his brain got hot and he took a lot of medicine.

As a result, it directly led to excessive dosage, overwhelming side effects, and the whole person cracked.

In desperation, I had to call 120 to call an ambulance and came to this hospital for treatment.