Rebirth of the Capital Legend

And while he continued to build a position in the stock 'Kewan Real Estate'.

In the main direction of the 'new energy industry chain', whether it is the market sales volume and demand of 'new energy passenger vehicles', or the main line field of 'lithium batteries', there is a gap in the upstream raw materials end, and there are two major areas: 'lithium carbonate' and 'lithium hexafluorophosphate' The prices of major products have all shown a surge.

This has resulted in countless investor groups both inside and outside the market.

There are also many investment institutions, industrial investment funds, and active hot money players in the industry, who have further gathered to speculate in the main direction of the 'new energy industry chain'.

At the same time, sales in the domestic 'smartphone' market are back on a growth trajectory.

In the market, the core main line of 'consumer electronics' continues to strengthen, and has become a core and popular main line area where various financial groups gather for speculation.

"The core main line of 'lithium battery' has been really strong recently and has reached a new high."

After the closing of the two cities, we saw the Shanghai Stock Index return to 3500 points, and the concept sectors related to the 'new energy industry chain', especially the 'lithium battery' concept sector, continued to hit new rebound highs, and 'polyfluoropolymer', 'Tianqi Lithium Industry' ', 'Ganfeng Lithium Industry', and 'Tianci Materials' stocks all broke through the bull market highs in June and hit record highs. In the main hot money group of the 'Modu Super Short Gang' where Su Yi belongs, Xu Qiao A heartfelt sigh came out.

"There is no one strongest main line in the market." Lao Zhang responded, "Fortunately, I saw that the trend was wrong before and quickly got back the lost chips. Otherwise, this market wave would have been completely lost."

"In terms of market news, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising. They are completely beyond everyone's previous expectations." Lao Wu said, "According to the latest quotation from Business News, the price of 'lithium carbonate' , has soared to around 85000, a surge of more than 9% compared to the end of September.”

"What is even more exaggerated is the price trend of 'lithium hexafluorophosphate'." Lao Zhang said, "the price of 'lithium hexafluorophosphate' has exceeded 12."

"It seems...this round of price increases has no intention of stopping yet." Xu Qiao said.

Brother Chen responded: "According to data surveyed by various institutions, the sales volume of 'new energy passenger vehicles' is also continuing to soar. Against the background of such changes in market fundamentals, the current supply of 'lithium batteries' exceeds demand in a short period of time." It will definitely be difficult to change. It is estimated that it will not take long. It is estimated that in half a month, the price of 'lithium carbonate' will soar to more than 10. Moreover, this demand gap will increase in a short period of time with the increase of related enterprises in the middle and lower reaches. The increase in production is expected to continue.”

"If the price of 'lithium carbonate' soars to more than 10, and the price of 'lithium hexafluorophosphate' soars to more than 15..." Xu Qiao thought for a while and said, "'Dofluoro', 'Tianci Material', 'Apocalypse' How much can the performance of Lithium Industry' and Ganfeng Lithium Industry, the most relevant companies in the upstream of the industry chain, increase? "

Lao Wu pondered for a while and said: "According to the previous profit and loss data of various companies where the price of 'lithium carbonate' was around 4, our cost should be around 4. This is determined by the current production capacity of each company. It should be possible to calculate it by adding the increase of the main products.”

"There is no doubt..." Lao Zhang said, "If the price of 'lithium carbonate' can be stabilized above 10, the performance growth of 'Tianqi Lithium Industry' and 'Ganfeng Lithium Industry' will be at least ten times higher. , of course, according to this expectation, there is room for the stock price to increase at least 5 to 10 times.”

"So, even if the market price of the core line of 'lithium battery' has generally doubled, it has just begun?" Xu Qiao said with a little surprise, "I don't ask for 5 to 10 times the space. , it would be very satisfying to have room for three or four times the growth.”

"Xu Qiao, have you added your position back again?" Lao Wu asked.

Xu Qiao chuckled and said, "Not only did I get the money back, but I also received a lot of financing."

"Let me go...you are too radical," Lao Zhang said in shock, "You dare to raise funds?"

Xu Qiao responded: "Since the logic of expectations is getting stronger and stronger, the certainty of market trends is so high, the accumulation of funds is so serious, and the profit and loss rate is so high, there is no reason not to raise funds. It feels like a 'lithium battery' There are not many mainline investment opportunities, so it would be a pity not to seize them at this time.”

"I don't dare to raise funds," Lao Zhang said, "but I dare to have a full position."

"The 'consumer electronics' line has actually been quite strong recently," Lao Wu said. "And I heard market rumors that the Su brothers have divided their positions into this main line."

Brother Chen responded: "The expected logic of 'consumer electronics' is not as smooth as the core line of 'new energy industry chain'. I feel that the Su brothers will not branch out into the 'consumer electronics' field, right? And in the near future, 'consumer electronics' 'There are many popular stocks on the Dragon and Tiger List in the main line, but there is no trace of the Su brothers' "Financial Street Fuxing Road" trading seat!"

"It's all said to be rumors." Old Wu said.

"Perhaps Brother Su is in urgent need of money and has just reduced some of his positions." Lao Zhang said, "I heard that Brother Su is starting a business and plans to open a private equity investment company."

Xu Qiao said: "It's not a plan. It seems that the registration has been successful and is in the preparation stage."

"That explains it." Lao Wu said, "Otherwise, with the Su brothers' previous trading logic and trading style, they would never have reduced their positions on a large scale and left the market before the expectations were realized."

"The 'real estate' sector has been a bit weak in recent trading days." Xu Qiao added during the review, "'Lithium Batteries', 'Consumer Electronics', 'Film and Television Media', 'Internet Finance'... I feel that the market has returned to the style-oriented trend of "small and medium-sized enterprises". "

Brother Chen thought about it for a while and responded: "That's not necessarily the case. The 'liquor', 'white goods', and 'pharmaceutical' sectors are still very strong, but the expected logic of the 'real estate' sector is indeed not very clear at the moment. In the early stage, It is normal for funds that intervened to bet on the recovery of fundamentals and expected reversal of the industry and then gradually withdraw from the market after their intervention did not cause a sustained market trend and failed to form a unified long force in the market.”

"The trend of the 'liquor' sector must have completely reversed, right?" Lao Zhang said.

Lao Wu responded: "It should be said that it is, but the chip structure of the corresponding core stocks in this sector is relatively complicated. At present... in terms of flexibility, it is far less flexible than the 'lithium battery' main line sector, so... if we do it in the short and medium term Looking at the goals, the layout direction is definitely more suitable as the core line of 'lithium battery'."

"Agree." Xu Qiao laughed and said, "Resolutely go long. This time... until the price of 'lithium carbonate' exceeds 10, I will definitely not lighten up my position easily."

"Brother Chen should be full, right?" Lao Wu asked.

Brother Chen replied: "The position is almost full. It is rare to find a pattern. I will do mid-line operations for a while and hope to gain something."

"There will definitely be gains." Lao Zhang said, "Looking at this trend, the main rise of the 'lithium battery' sector is just around the corner. I haven't said anything yet... I will also try to increase my financing position tomorrow."

With the news in the group being refreshed, and the in-depth interpretation of the market by several big guys in the group.