On March 7, 2023, Yuansheng came to the big house early and found that Zhang Sheng had not arrived yet...

Walking into the big room, Yuansheng was turning on the computer and looking at the information, Zhang Sheng walked in.

Zhang Sheng said: I found a message, would you please see if it is useful?

Yuansheng: What information?

Zhang Sheng said, please read this: [Hubei Province's "strongest subsidy of 90,000 yuan" is coming. Cars have become the main theme of local consumption promotion] On March 6, a set of publicity posters on "The strongest car purchase discount season in Hubei's history"

It has caused heated discussions, and the content of government and enterprise subsidies for multiple car brands is clearly visible. According to incomplete statistics from Cailianshe reporters, Dongfeng Citroen, Dongfeng Peugeot, Dongfeng Nissan, Dongfeng Honda and Dongfeng Fengshen participated in this round of car purchase subsidies, with the subsidy strength ranging from 5,000

The validity period ranges from RMB 90,000 to March 1 to March 31. Taking the Dongfeng Citroen C6 co-creation version with a guide price of RMB 211,900 as an example, the government and enterprises only need 121,900 yuan after comprehensive subsidies, and the subsidy amount is as high as

90,000 yuan.

Yuansheng: Dongfeng Citroen C6 with a guide price of 211,900 yuan will only cost 121,900 yuan after the government and enterprise comprehensive subsidy, which is equivalent to 576% off. I have never seen such a low discount. Such news is equivalent to public information.

Today, hot money will most likely attack Dongyu stocks. Let’s play with them.

Zhang Sheng nodded in agreement.

Yuansheng said that he also saw a useful information: [Shanghai Exchange General Manager Cai Jianchun: Promote the reasonable return of central enterprises' valuation levels. Promote the quality improvement of central enterprises' listed companies] National Committee of the Chinese People's Political Consultative Conference, Deputy Secretary of the Party Committee of the Shanghai Stock Exchange, and General Manager Cai Jianchun said, with 5

Compared with the previous year, the profits of state-owned listed companies increased by 70%, but the market value increased by only 10%; the price-to-book ratio was 0.86 times, down 30%, significantly lower than the average level of 1.6 times in the entire market. In order to better play the role of central enterprises in stabilizing the macro

The overall economic situation and the important role of implementing the scientific and technological innovation development strategy. Cai Jianchun suggested that the State-owned Assets Supervision and Administration Commission of the State Council, the Ministry of Finance and other central enterprises and other central enterprises should work together with the China Securities Regulatory Commission to jointly promote central enterprises to make good use of the financing advantages and asset allocation functions of the capital market, and continue to do it.

Strong, better and bigger.

Yuansheng continued: In the next 3-5 years, or in the next 5-10 years, becoming bigger and stronger central enterprises will be one of the important goals of A-shares. At present, I see that a stock is less than 6.

The price-to-earnings ratio of twice, and its net profit in 2022 is expected to be RMB 139.6 billion to RMB 143.6 billion from January to December 2022, an increase of approximately 99% to 104% compared with the same period last year.

%.

Let’s take a look at its daily K-line. The two days of March 2, 2023 and March 3, 2023 are small positive lines, and yesterday was a false negative line. There is a high probability that it will continue to rise today, so let’s buy it.

Zhang Sheng: What stocks?

Yuansheng: It is Huaguohai Stock.

Zhang Sheng looked at the information and K-line of Huaguohai stocks and said in agreement: It is still in its infancy and is a good stock that is worth buying in large quantities. Its capacity is large, and no matter how you buy it, it will not affect it.

trend.

Yuansheng: Yes, the advantage of large-cap stocks is that they have large capacity and are not afraid of retail investors following the trend to buy. If it is small-cap stocks, retail investors follow too much, and the main force will directly short the backhand.

In the morning, Dongyu opened 2.59%. They adopted a wait-and-see strategy to see if it rose or fell after 9:30?

At 9:30, the stock price began to fluctuate. The second order was 6.35 yuan, which was 0.01 yuan higher than the first order on the opening, the third order was 6.34 yuan, and the fourth order was 6.31 yuan......... Yuansheng them

Watching slowly and waiting.

At 9:31, Dongyu retreated to 6.27 yuan and went upwards. Yuansheng and they rushed to press the car and bought it. The transaction price was 6.29 yuan, and 6.30 yuan...

At 9:47, Dongyu hit the daily limit, Yuansheng knew that the stock had successfully attacked... This is the first battlefield to expand territory.

The second battlefield is the battle of Hua Guohai. The call auction that started at 9:15 in the morning showed that Hua Guohai will likely open higher. In addition, it had already called back and washed the market for a day yesterday. Yuansheng judged that it would pull the big positive line today.

It is a high probability, so Yuansheng and others participated in the call bidding and finally finished the deal.

After the stock price fluctuated at 9:30, Yuansheng and others bought a lot of money and continued to increase their positions.

At 9:36, Hua Guohai rose by 0.96%. Yuansheng and others have already bought heavily and can finally stop.

Zhang Sheng was very curious: Why should we hold a heavy position in this stock?

Yuansheng: Look at the current more than 5,000 A-share stocks, and the following two conditions are fully occupied, you can't find the second one! First, there is only 6 times the price-to-earnings ratio; second, its net profit in 2022 increased by 99

--104%.

Only Hua Guohai can meet these two conditions at the same time. Buying any stock will be risky, but the risk of buying Hua Guohai at this price in the morning is very small, and it is worth our heavy position.

Zhang Sheng: Agree with your analysis. This stock is in line with Li Ka-shing’s risk theory, and it is too cost-effective and worth a heavy investment!

The third battlefield is the battle of the Huaguowei. In the morning, the Huaguowei opened 0.85%.

Zhang Sheng: Will you sell it immediately to defend the fruits of victory?

Yuansheng: The main force intervenes in Huaguowei very deeply. After the stock price fluctuates at 9:30, it will not allow the stock price to fall sharply. When the main force pulls up to protect the market, we take the opportunity to sell. In this way, the stock price will be relatively high and can

Take advantage.

After 9:30, the bulls and bears fought repeatedly, and in the end, the bulls had a slight advantage. At 9:36, Hua Guowei rose to 19.06 yuan and went downward. Yuansheng and others entered the car and cleared the position with one click. The clearance ended.

fighting.

Zhang Sheng: Can Huaguowei still rise in the afternoon or tomorrow?

Yuansheng: I don’t know. If I am sure that it will continue to rise in the afternoon or tomorrow, of course I will have to wait until then to sell it. Who doesn’t want to make more money? I only make money within my cognitive range. Currently, clearance is available, Hua

We will make a profit in Guowei, and this is 1 bird in hand. If you wait until the afternoon or wait for N days, you can only have 10 birds in the forest. The final result may be to catch 2 birds, or maybe 0 birds

.

The fourth battlefield is the battle of hollow. In the morning, the hollow opened 2% lower, and Yuansheng took the rough idea of ​​waiting. Because Yuansheng knew that hollow was one of the favorites of large funds, they had bought a lot of chips, so they would definitely control it.

The stock price is up, Yuansheng Anxin and other main players will be pushed up and then sold.

At 9:33 in the morning, when Yuansheng saw the hollow rise to 60.64 yuan and went down, he turned to the car and sold 90% of the chips. Because Yuansheng knew the stock nature of hollow well, it was a repeated tossing.

Stocks, so, leave 10% of the chips to wait. They have sold 90% of the chips, and their cost has dropped a lot. They have completely locked in the victory. They are qualified to wait, or they can make more money, or they may make a little less.

It doesn't matter. This is a battle to reduce positions.

The 5th battlefield is the battle of Kerui stock. In the morning, Kerui opened 3.06%, and Yuansheng decided to wait and see: because he didn't know that after the opening, it would rise or fall, so he needed to wait and see.

After the stock price fluctuated at 9:30, Kerui's second order was 59.50 yuan, which scared Yuansheng: it directly refunded 0.50 yuan. Yuansheng is tomorrow: its profit yesterday was too generous, and many people are selling it.

Yuansheng said: Let’s clear the stock too.

Kerui's third order was 60 yuan, and the fourth order was 59.39 yuan... Yuansheng and others made a deal in these two orders, locking in the victory.

Zhang Sheng: Why don’t you leave some chips to wait for the afternoon or tomorrow?

Yuansheng: Kerui has only 21.06 million shares in circulation. With such a small-cap stock, the stock price fluctuates greatly. If we make money, we can clear the position directly, worry less and save trouble.

Zhang Sheng: Yes, it is always right to make money and sell, because we are sure to make money. If it continues to rise in the future, let others make a profit. Be contented and happy.

............

The closing moment is coming during the chat. At 3 pm, Yuansheng took stocks in his hands: (Write tonight, 17K Novel Network is available for addition at any time)
Chapter completed!