Chapter 182: Low Price Stocks Are a Treasure
June 29, 2023 is the 4th week. Yuansheng was still at home in the morning. His friend Li Zhicong called and said that stocks were good. He suggested that Yuansheng study it. Yuansheng: "Thank you! I was about to go out and arrived at a big company.
Room, I'll study it again...............
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Yuansheng entered the big household room and said to Zhang Sheng: "Come out the information about the stocks and see what it produced last night's favorable results.........
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Zhang Sheng quickly retrieved information about stocks, and its favorability was ------------
Organization: The company previously announced that the Tesla project bearing has passed the user bench test. Is this electric compressor bearing or drive motor bearing expected to be mass-produced?
Company reply: In 2021, the company obtained the supporting qualification for the domestic production project of Huayu Sandian Tesla electric compressor bearings and passed the user bench test at the beginning of this year. At present, the customer's internal approval process has not yet ended. The specific mass production and supply time depends on the customer's domestic production.
The process of transformation.
Institution: How long has the company's new energy bearing products been used to climb the production capacity of the company? The gross profit margin of the product is 7.14%. Is it affected the gross profit margin due to the previous depreciation? If this part of the impact is not considered, what is the normal gross profit margin?
The company replied: The company's new energy bearing products have not started for a long time. Although it achieved operating income of 27.03 million yuan in 2022, a year-on-year increase of 62.92%, the proportion of the company's total revenue is only 10.8%, which is still in the climbing stage and has not yet reached the level.
The gross profit margin is not high after production, early research and development, equipment and other aspects. The influence of factors such as production efficiency and procurement costs during the climbing period leads to low gross profit margin. After reaching production, with the optimization and improvement of all aspects, the gross profit margin will continue to increase.
Organization: According to public information, Tesla humanoid robots use angular contact bearings, cross roller bearings, four-point contact bearings, deep groove ball bearings and other types of bearings. Which type of bearing supply capacity of the company currently has?
The company replied: The company's existing products are mainly thin-wall angular contact ball bearings. The company's highest-produced traditional air-conditioning compressor bearings are this type. At the same time, in order to improve radial load capacity and bidirectional axial load capacity, a large number of three points are used.
,Four-point bearing design, has also accumulated a large number of three-point and four-point bearing processing and inspection technologies. These technologies can be applied in the design, processing and inspection fields of robot ball bearings.
The four-point contact ball bearings (including three-point contact ball bearings) and thin-walled deep groove ball bearings have the same or similar product technology as **'s existing bearing products:
1. Product structure similarity
1. Four-point contact ball bearing (three-point contact ball bearing)
**The company's existing air conditioner compressor bearings qj series products and water pump bearings WR series products (ball end) are basically the same as the four-point contact ball bearing structure for humanoid robots. In terms of product design, steel balls and inner and outer ring channels are two.
There is contact on both sides, with a contact angle range of about 30°, forming bearing products that can withstand axial and radial loads.
2. Thin wall deep groove ball bearing
**The company's existing deep groove ball bearings and air conditioner bearing products are basically the same as the thin-walled deep groove ball bearing structure for humanoid robots. As a widely used bearing type, **The company's existing deep groove ball bearing products cover
Various model series and successfully applied a variety of work scenarios. ** Company's deep groove ball bearings include most commonly used sizes and models and some non-standard products, which are used in automotive air conditioning electromagnetic clutches, automotive tightening devices, fan clutches, and new energy vehicles.
Air conditioning electric compressors, new energy vehicle drive motors, etc.
2. Product technology similarity
1. Product technology of four-point contact ball bearings (three-point contact ball bearings)
**The company's existing QJ series and WR series products are all four-point contact ball bearing technology application. In terms of theoretical design, **The company conducts three-point contact based on the ball bearing design theory and double-row angular contact ball bearing design theory.
The structural design of four-point contact ball bearings forms the theoretical basis of Ted's four-point contact ball bearing design. In terms of process processing, the four-point contact structure is cut into grinding and forming (peach-shaped groove) through grinding and forming to ensure the four-point contact structure.
The contact structure processing is extremely stable and consistent; and then the channel is super-finished to ensure performance parameters such as roughness and corrugation of the channel surface. Finally, high-quality, high-precision four-point contact ball bearing products are achieved.
Production.
Zhang Sheng: "This question and answer is very ordinary!"
Yuansheng: "Even ordinary stocks, which are related to Tesla humanoid robots, will rise. If you get stocks, you should pay more attention to them. In the stock market, veterans know that low-priced stocks are a
Bao, that is, low-priced stocks are prone to surge when encountering positive news, so after the opening, we attach great importance to it."
In the morning, the stock opened 1.45% higher. Yuansheng knew that it had a lot of profits in the near future, and some people were eager to sell and lock in profits. In this way, there were many people eager to sell, and the stock price would naturally fall, and then they would buy it.
Good opportunity. Therefore, they adopted the strategy of waiting and waiting.
As expected, the stock price slowly retreated after the opening of the stock market in less than 1 minute............
At 9:423, the stock price turned green, Yuansheng and Zhang Sheng slowly bought, spread out and bought... Finally, the cost was controlled at the opening price and ended the battle on the first battlefield.
The second battlefield is the battle of Xida stock. In the morning, Xida stock opened 1.37%. Yuansheng knew from his experience that such a great stock will naturally have an opportunity to rebound in the market, and that is the best opportunity to sell. Therefore, take
The strategy of waiting......
At 9:34, when Xitian stock rose to 84.3 yuan, Yuansheng and others decisively cleared their positions to protect the fruits of victory.
At 10:26, Xitian's stock fell to 74.08 yuan, which is an auspicious number. It has fallen by more than 10 yuan than the stock price sold by Yuansheng and others............
......Yuansheng said: Buy 5% of the chips and speculate.
Zhang Sheng: "Sell 100% at a high level and fight back at a low level by 5%. This is not a big risk, so you can do it!"
The third battlefield is the battle of Yongke stocks. In the morning, Yongke stocks opened 2.14% higher............
At 9:45, when Yongke's stock rose to 21.25 yuan, Yuansheng said: Sell 95% of the chips and leave 5% of the chips to continue waiting.
After the operation was completed, Yuansheng's cost had dropped a lot, completely locking in the victory. According to Yuansheng's statement, the stocks that were cleared often continued to rise on the second day, so after the major reduction of positions and costs, leave a small amount of chips.
Let’s see if the second day is up or down?
Chapter completed!