Chapter 36
On the 3rd of January 18, 2023, Yuansheng and Zhang Sheng arrived at the large-scale room almost at the same time.
After turning on the computer, Zhang Sheng excitedly said that the stocks we bought yesterday were positive last night: [Six departments issued a document to support the development of the energy electronics industry. These fields may welcome broad development space!] The "Opinions" propose that by 2025, the industry will be
Basic upgrading, the level of modernization of the industrial chain has been significantly improved, the industrial ecological system has been basically established, and the energy and electronics industry effectively supports the large-scale application of new energy. By 2030, the energy and electronics industry clusters and ecological systems will be continuously improved, 5G/6G, advanced computing, and artificial
New generation information technologies such as intelligence and industrial Internet are widely used in the energy field, and several energy electronic enterprises with internationally leading levels have been cultivated and formed.
The "Opinions" point out that it is necessary to improve the supply capacity of solar photovoltaics and new energy storage batteries, develop advanced and efficient photovoltaic products and technologies, accelerate breakthroughs in innovative smart photovoltaics, develop high-purity silicon materials, large-size silicon wafer technology, and support high-efficiency and low-cost crystalline silicon
Battery production promotes the research and development and application of advanced technologies such as N-type high-efficiency batteries, flexible thin film batteries, perovskites and stacked batteries, and improves the capacity for large-scale mass production. Encourage the development of mobile energy products such as photovoltaic power banks, wearable equipment, and transportation tools.
At the same time, we will develop a safe and economical new energy storage battery, study breakthroughs in ultra-long life and high-safe battery systems, large-scale large-capacity and high-efficiency energy storage, mobile energy storage of transportation, and accelerate the development of solid-state batteries, sodium ion batteries, and hydrogen storage.
New batteries such as energy/fuel cells. Improve the ability to guarantee key resources such as lithium, nickel, cobalt, and platinum, and strengthen the development and application of alternative materials.
Yuansheng took over the topic and said happily: "Yes, the Qianwei stock we bought yesterday was in a hurry, and we were so lucky!"
Zhang Sheng disagreed: "This is not a good luck, but a clue that we will find through the market! As ordinary people, we only saw the news released by the media last night. In fact, there will be news in this kind of ** during the drafting stage.
Very well-versed people know that such news will be released sooner or later, so they will buy stocks in advance to make the chart better..."
"Yes, there are always people who know the news in advance, which is incomparable to us. If Qianwei stocks open higher today, we will increase their positions and buy..." Yuansheng said.
"Okay, I'll follow your command!" Zhang Sheng replied with a smile.
At 9:25, Qianwei opened 1.19% higher, and the opening price was 21.25 yuan. It could open higher, including Yuansheng and Zhang Sheng. They both participated in the call bidding at high prices. At 9:30, the stock price began to fluctuate.
The lowest price of 21.21 yuan flashed by, Yuansheng immediately returned and increased his position.
Almost at the moment when Yuansheng turned around, Zhang Sheng shouted, "21.21 yuan, is it a pair! Do you want to increase your position?"
""Of course you need to increase your position. If you have to make a positive difference and add a pair, you should boldly increase your position. The chance of winning is relatively large..." Yuansheng replied while increasing his position.
At 9:32, Qianwei's stock rose to 21.99 yuan, an increase of 4.71%. Yuansheng stopped buying. Zhang Sheng was very clever. When Yuansheng stopped, he automatically stopped and refused to buy. Then, Qianwei continued to rise, first
It rose to 9.52%, and then pulled back to 24.11 yuan, an increase of 14.81%; then it fell back to 23.02 yuan, and then rushed to 25 yuan.
After 25 yuan, yesterday's profits surged out. Zhang Sheng asked: Will you sell it?
Yuansheng said: It has been running above the moving average, let’s observe first.
After seeing 25 yuan, the bulls and bears fought for 9 minutes, and the bulls finally won: at 9:55, the daily limit was finally hit, and the daily limit price was 25.20 yuan.
Yuansheng said to Zhang Sheng happily: Did you see it? The bulls and bears fight above the moving average, so we wait and see, the bulls win, we join the multi-side camp, and the chips continued to defend yesterday. If the bears win, the moving average will be broken,
If we are unable to recover the moving average within 5-15 minutes, we must join the short side camp: clear the chips we bought yesterday, and bought this morning, we can only be forced to stay until tomorrow before making a decision.
Zhang Shengjianxi smiled and said: So slim! Whoever wins will join whoever you join?
"We don't even know who the long and short sides are. Of course we will be sloppy: whoever wins will join. If you want to be strong and go against the trend, you can only be unable to get along with the money! Is this necessary?" Yuansheng
explain.
Yuansheng continued, I will tell a story and you will know the importance of flexibility and learning at any time:
There are three things in this world that are most uncomfortable.
When all the classmates are improving, you fail the exam; when all the colleagues are promoted, you receive a demerit; when all the peers are out of business, your performance is declining.
In the Chinese automobile circle, the one who can most experience this pain is the "**Car God" General Army (this is a pseudonym).
While BYD, GAC and Geely were showing off their brilliant achievements, ** Auto ushered in the "darkest moment":
The total sales last month were only 77,000 vehicles, less than half of Geely’s and one-third of BYD’s sales.
The total sales volume in 2022 was 1.0675 million vehicles, which only achieved 56.19% of the annual sales target of 1.9 million vehicles.
Among the five major models, except for "*K", there is still a fight, everything else is terrible. The main force "*Fu" has continued to fall sharply, the heirloom "** pickup truck" gradually fails, the high-end dream "* brand" is almost shattered, and the new energy
"*pull" flows thousands of miles away.
Looking back at 2016, ** Automobile achieved a net profit of 10.551 billion yuan, ranking second among more than 20 listed car companies in China, second only to SAIC Group.
At that time, in the first half of the year, **H6 ranked among the top five in the world with a score of 240,253 vehicles. The press release at that time was written like this, "enhancing confidence for the progress of China's automobile industry."
The Pride and Prejudice of the General Army
You must understand the heart of the boss, don’t look at who he praises at the conference, but who he scolds at the conference.
At the beginning of last year, at a small-scale media night banquet, the General Army defeated "Wei Xiaoli" in a state of disrespect:
"XXX knows nothing... Li Xiang, who is a product manager, does not understand technology, and Li Bin, who studies sociology, does not understand technology, while He Xiaopeng only understands software."
"* brands didn't sell well after the transformation, just because they were engaged in marketing and their ability to do the whole concept was not as good as Wei Xiaoli."
"* brands do not lack products and technologies, and it is also right to take the PHEV category. The next key is to improve marketing. The marketing shortcomings are filled. It is only a matter of time before * brands are on par with Wei Xiaoli."
...
The words are full of arrogance and prejudice. Obviously, the General Army has had a great deviation in its understanding of "new forces in car-making".
First of all, the General Army only saw the disadvantages and shortcomings of Li Xiang, Li Bin and He Xiaopeng before entering the car manufacturing industry, and ignored the progress and growth of the three.
Although Li Bin majored in humanities and social sciences at Peking University, he actually always attached great importance to technical research and development. As early as 2017, he poached Chen Feng, a famous "technical master" in the automotive industry. Chen Feng graduated from his undergraduate degree Fudan University received a Ph.D. in mechanical engineering in the United States and worked as a global CTO of Polestar.
Although He Xiaopeng is a computer and software background, he realized the importance of hardware very early. Before founding Xiaopeng Motors, he suggested that Alibaba plan to plan new energy vehicles and couple software and hardware. Xia, co-founder of Xiaopeng Motors Heng graduated from Tsinghua University's automotive engineering major and is a hardware tycoon.
Li Xiang, Li Bin and He Xiaopeng both have autonomy. Although they cannot be a technical versatile, they can use experts from all technical directions for their own use, thus achieving "full-stack self-development".
Such a strategy has the style of Liu Bang.
Secondly, the General Army only saw the marketing capabilities of "Wei Xiaoli" and ignored their technological and product capabilities.
NIO, Xiaopeng and Ideal are recognized technology companies. Their products have condensed more advanced technical achievements than ** and are equipped with higher-end smart devices than **.
The NIO ES7 has a maximum power of 480kw (double the million-dollar luxury car Porsche Cayenne), and is equipped with 800,300 �
Xiaopeng G9-650, with a zero-hundred acceleration in just 3.9 seconds, fast charging goes from 10% to 80% in 15 minutes, and is equipped with lidar and an additional 31 sensors and cameras.
Ideal L9 and CLTC have a comprehensive range of 1,315 kilometers, a total power of 330 kilowatts and a torque of 620 Nm.
Buying a car is not buying soda, and consumers will not trust the "ghost stories" told by the brand. Without the diamond, how could I possibly win the sales champion of large SUVs for three consecutive months?
***************
Yuansheng said: What experience do you have after reading this story? My experience is: First, if you don’t continue to study and follow up with the most advanced technology, you may fall behind! The advanced (fair) of the past only represents the past, not Now and in the future.
2. No matter what kind of work you do in any industry, you must keep improving and improving, or like Liu Bang, you should reuse talented people to conquer the world for you.
The above two points are also applicable to the stock market.
Zhang Sheng said: You are too right to you. I found that your summary is top-notch. No matter what happens, you can connect it with the stock market. No wonder you can keep improving in the stock market and constantly catch bull stocks. There are a lot of stocks we currently own, Qianwei, rose 20% yesterday and 20% today. It’s so awesome!
"Super your head! Don't flatter! The principles of everything in the world are the same and are the same. In other industries, we need to learn, and we need to reuse talented people to conquer the world for ourselves. The same is true in the stock market. I am also studying every day. In summary... Of course, I can make continuous progress. Sometimes, I also spend money to buy information or... because there is no free lunch in the world, if there is, the quality is not good. . If you want high-quality ones, you must be willing to spend money. This is common sense, and it is the same in any industry." Yuansheng said.
Zhang Sheng nodded in agreement..................
It's time to close again. Yuansheng currently has only two stocks. One is Qianwei, who has increased his position today, and it is still closing at the daily limit. Another small amount of lurking flower materials rose a little today, but they were still trapped...
Chapter completed!