"The 'lithium battery' sector is truly strong!"
Noticing that the main theme of 'new energy industry chain' related concepts, especially the 'lithium battery' concept, opened significantly higher at the moment of opening, reaching a new high for the rebound, around 9:25 AM, Xu Qiao couldn't help but exclaim in the 'Modu Ultra-Short Gang' main force investor group where Su Yi was located.
"It's not just the 'lithium battery' concept,"
Old Wu said, also carefully observing the market trends of both cities and the changes in major concept themes.
"The 'food and beverage,' 'white goods,' and 'retail' sectors are also performing quite strongly, with active capital involvement. Especially the 'baijiu' sector, in the past month or so, it has basically recovered the losses from the stock market crash, and many stocks within the sector are close to returning to their bull market highs of June."
"The logic behind the 'new energy industry chain' core theme is clear,"
Old Zhang said.
"It's driven by the expectation of a market boom in 'new energy passenger vehicles' under national policy support. Among these, upstream resource stocks should have the strongest elasticity, which is why 'Duofoluo,' 'Tianqi Lithium,' 'Ganfeng Lithium,' and 'Tianci Materials' have shown particularly strong performance over the past month or so. However, the logic behind the 'big consumption' sector... seems a bit unclear!"
"I don't quite understand the logic of 'big consumption' either,"
Xu Qiao said.
"Currently, the macroeconomic development trend doesn't look very good, and the 'consumption upgrade' that many people talked about before seems unsubstantiated."
Brother Chen pondered for a moment and said,
"It should be an industry recovery, right? The most obvious is the baijiu sector. In the past two years, it was suppressed by the 'plasticizer' incident, and the entire industry's demand plummeted.
Now that the impact of that event has passed, industry demand is clearly gradually recovering, as reflected in the half-year reports this year and the recently released third-quarter reports of related companies across the industry."
"However, the 'baijiu' sector is usually a market dominated by institutions,"
Xu Qiao said.
"Even with expectations, the short-term elasticity should not be significant."
Old Zhang agreed, saying,
"If we're talking about short-term elasticity and its certainty... then the 'new energy industry chain' sector is definitely safer right now."
"And the 'consumer electronics' sector, that should count too, right?"
Old Wu said.
"The 'consumer electronics' sector depends on the 'Apple concept' sector,"
Brother Chen said.
"By the way, how has the market responded to the new iPhone released this year?"
Old Wu said,
"From what I understand, it's much stronger than last year."
"In the long run, the 'consumer electronics' sector should still have considerable room for growth, right?"
Old Zhang said.
"After all, the boom in the domestic smartphone market hasn't peaked yet, and domestic brands have just begun their 'multinational competition' situation. The expectations and market development trends for this sector should still be present."
"I'm still bullish on the 'lithium battery' sector,"
Xu Qiao paused and said.
"We're not institutions, so we don't really need to analyze too much. We can just follow the areas where active capital groups in the market gather for speculation. Currently... there's no doubt that the 'lithium battery' sector is where active capital groups in the market are most heavily concentrated, with the highest speculative enthusiasm and emotional feedback among concept themes.
Since that's the case, let's follow the active capital from all directions and ride this active concept theme. There won't be any major mistakes. What's more, looking at the current market, Brother Su's 'Financial Street Fuxing Road' is definitely heavily invested in the 'lithium battery' main theme.
With Brother Su's 'Financial Street Fuxing Road' leading the charge. There's also the rapid explosion in demand for 'new energy passenger vehicles', and at the same time, the upstream raw material side of the 'lithium battery' industry is in a phase of continuous price increases for various reasons.
Given this, I feel that the market trend for the 'lithium battery' main theme, at the current time point and position. Most likely won't end easily. So, with so many positive factors supporting it, and a three-way resonance from sentiment, news, and capital. There's no need for us to pay attention to other market concept themes; we can just continue to follow and trade along this core 'lithium battery' main theme."
"I agree with what Little Xu said..."
Old Zhang stated.
"Overall, the current 'lithium battery' core concept theme is the main theme with the strongest certainty for speculation."
"What about the targets?"
Old Wu asked.
"Should we trade along the targets that Brother Su is heavily invested in?"
Xu Qiao thought for a moment and said,
"I feel that the certainty of 'Tianci Materials,' 'Duofoluo,' 'Tianqi Lithium,' and 'Ganfeng Lithium' is stronger, right? Considering everything... 'Tianci Materials' is definitely more suitable for current speculation."
"In terms of market conditions, the stock with the greatest speculative intensity from various main forces and the strongest combined capital strength is still 'Duofoluo',"
Brother Chen said.
"If we're choosing a leader, 'Duofoluo' is definitely more suitable."
"The market cap is a bit large though!"
Old Zhang said.
Brother Chen responded,
"With strong underlying expectations and sufficient fundamental and capital support, the size of the market cap is never an issue. On the contrary, I think... the certainty of the market trend for these mid-to-large cap stocks, where various capital forces combine, will be even stronger."
"'Duofoluo' is naturally a good stock,"
Old Wu said.
"However, I think 'Penghui Energy,' which Brother Su is leading this round, should have greater elasticity. Of course, when it comes to market trend and market stability, 'Duofoluo' is undoubtedly the leader."
"Sigh... no matter which one, there's actually not much difference,"
Old Zhang said.
"As long as the major concept sectors related to 'lithium batteries' or the 'new energy industry chain' surge, the performance of these stocks will be strongly correlated. Even if there are slight differences in the market's gains, the absolute gains will be largely the same."
As the discussion among several people continued...
Soon, the market entered the formal continuous bidding trading session.
After a brief 5-minute build-up of sentiment, the 'new energy industry chain' related concept sectors and their associated stocks, which were highly watched by market investors, were frantically snatched up by various active capital groups.
Numerous large buy orders frequently appeared on the trading screens of their related core concept stocks.
At 9:31 AM, just one minute after the market opened.
Stocks held by Su Yi, such as 'Penghui Energy,' 'Dynasol Technology,' 'Duofoluo,' 'Tianci Materials,' 'Tianqi Lithium,' 'Ganfeng Lithium,' and others, quickly surged with heavy volume to around a 3% gain, and the complete vehicle and auto parts sectors were also instantly driven up.
At 9:35 AM, five minutes after the opening, 'Penghui Energy,' a stock with both 'lithium battery' and 'sub-new stock' concepts, rapidly shot up and hit the daily limit.
At the same time, 'Duofoluo' rose by over 5%.
In the 'big consumption' sector, beverage manufacturing, white goods, retail, and home furnishings also rose in sync, continuing to show a strong stance.
Furthermore, driven by the 'new energy industry chain' main theme and the 'big consumption' main theme.
The three major indices – the Shanghai Composite, Shenzhen Component, and ChiNext Index – continued to rise, refreshing their market gains, with the Shanghai Composite even stabilizing above 3500 points.
Afterward, as overall market investment sentiment and speculative mood rapidly recovered.
More and more active capital groups began to converge on the two main areas: 'big consumption' and 'new energy industry chain'.
At 10:07 AM, with the market almost forming a one-sided upward trend, 'Ganfeng Lithium' hit its daily limit before 'Duofoluo'.
Immediately after, driven by 'Ganfeng Lithium' hitting its daily limit.
In the 'lithium battery' sector, a flurry of core concept stocks began hitting their daily limits.
And as the market trend for the 'lithium battery' concept theme became increasingly hot.
At 10:22 AM, after a previous wave of over-speculation, 'Teli A,' a large "demon stock" that had violently plunged from a price of over 100 yuan to around 80 yuan, also saw a fierce short-term rebound driven by the overall market's speculative sentiment, exhibiting a trend of both volume and price rising.
At 10:39 AM, under the continuous ferocious assault from various active capital groups, 'Teli A' violently surged by over 8 percentage points in 18 minutes, successfully hitting its daily limit.
Its stock price returned above 85 yuan, and it seemed to show a trend of starting another wave of consecutive daily limit gains.
Due to 'Teli A''s violent surge to the daily limit.
After 10:40 AM...
A host of popular concept stocks in the market, along with their leading stocks that had undergone significant adjustments earlier.
Began a full-scale counterattack.
At 10:55 AM, 'Chuan Province Jiuzhou,' a loyal follower stock of 'Teli A,' attempted to hit the daily limit.
At 11:06 AM, 'Yi Shang Display' made a comeback.
At 11:17 AM, 'Tonghuashun' and 'Baofeng Technology' led the 'Internet Finance,' 'Internet Software,' and 'Film and Television Media' sectors to a full-scale counterattack.
Among them, 'Tonghuashun' surged by over 8%, refreshing its post-National Day rebound high and returning to the 80 yuan price level.
After that, when 11:30 AM arrived and the two markets closed for the midday break.
The Shanghai Composite, Shenzhen Component, and ChiNext Index, all core indices, closed with gains of over 1%.
Meanwhile, major concept themes and heavyweight sectors across both markets blossomed everywhere, greatly boosting the confidence and determination of various investor groups to go long, and giving many active investors in the market higher expectations for the future market trend.
"A full-scale rally, today's market performance is really good."
Seeing the fiery market situation at the midday close of the two markets, Zhao Qiang, a key investor from the 'Yuhang Faction' who had also set his sights on the 'lithium battery' core sector and significantly increased his holdings in 'Duofoluo,' said in the group:
"Based on the current sentiment and market feedback, I feel that the afternoon market trend will further break upwards, showing sharper gains."
"That's for sure. 'Teli A' hitting its daily limit again today has boosted everyone's confidence."
"'Teli A,' surely it won't have another run, will it?"
"It's hard to say, this stock is really strong, hitting its daily limit at the slightest provocation."
"As long as the overall market investment sentiment isn't bad, it's not impossible for 'Teli A' to have another double-digit run with the combined efforts of various speculative capital groups."
"However, the core main theme for this round should be the 'lithium battery' sector, right?"
"If this market rally is to continue breaking through, it will most likely be led by the 'new energy industry chain' core theme. From the looks of it, 'Duofoluo' is highly likely to hit its daily limit this afternoon."
"'Duofoluo' should be the core central leader of the entire 'lithium battery' main sector, right?"
"Yes, it is the core central leader, the linchpin of sentiment for the entire concept theme."
"Currently, 'Duofoluo,' apart from its somewhat large float, has no other issues."
"As long as a consistent combined effort of capital can be formed, the size of the float isn't actually that important."
"Brother Zhao, you must have increased your position in 'Duofoluo,' right?"
Watching the messages refresh in the group, Zhao Qiang replied with a smile:
"I bought a small amount of 'Duofoluo' shares, but currently, I don't know how much upside potential this stock still has."
"It feels like as long as the expectation for 'lithium hexafluorophosphate' to hit its daily limit continues, this stock will definitely still have room to grow."
"Brother Sun, what do you think?"
Zhao Qiang paused and asked.
Sun Chengyu thought for a moment and replied:
"No one can say for sure how much upside potential there is. What we can grasp right now is that this stock, under current expectations, is definitely relatively undervalued, and also has the momentum for continued speculation, strong expectations for future market trends, and the ability for medium-to-short-term performance growth."
"Brother Sun, for the market's main theme around the year-end, the 'new energy industry chain' direction should have the highest certainty, right?"
"It feels like the 'new energy passenger vehicle' market, with policy support, will experience another big surge around the year-end and early next year."
"The key is still to see how large the current demand gap for 'lithium batteries' is."
"According to many domestic institutional research reports, this gap is very large, and it will take at least about half a year for the industry's internal capacity to increase. During this half-year, the demand gap will not only fail to close but will further widen.
Judging from this expected logic, the speculative space for upstream resource stocks, namely 'Duofoluo,' 'Tianci Materials,' 'Tianqi Lithium,' 'Ganfeng Lithium,' 'Dynasol Technology,' 'Penghui Energy,' etc., should have only just begun, and their stock price upside has not truly opened up yet."
"In a word, no matter the price, just buy directly."
"Without a doubt, continuing to increase positions will always be the right move."
"No wonder the 'Financial Street Fuxing Road' capital dared to continuously accumulate chips of leading concept stocks in the 'lithium battery' core theme at high prices, damn... the certainty is too strong!"
"Continue to increase long positions this afternoon!"
"For this wave of the Shanghai Composite, I feel it can target 4000 points!"
Along with the rapid refreshing of messages in the group and the active bullish views of numerous active speculative funds within the group.
Just as the entire market's midday bullish sentiment continued to advance rapidly, and the short-term speculative atmosphere was further triggered by 'Teli A' hitting its daily limit and the surge of leading concept stocks in the 'lithium battery' main sector, and overall speculative sentiment began to converge.
Around 12:40 PM, just as the market was about to open for afternoon trading.
A major, unsubstantiated rumor suddenly ignited the Modu financial circle and rapidly spread across the entire network, disseminating to all places where on-market and off-market investor groups gathered.
According to market rumors.
It was heard that Xu Xiang, the General Manager of 'Zexi Investment' company, also known as the 'Chief Helmsman' in the market's speculative fund circles and a legendary figure who pioneered the short-term leader trading strategy, was arrested in Yuhang.
"Holy shit, seriously, is the 'Chief Helmsman' in trouble?"
Noticing the instantly viral market rumor, Zhao Qiang, who had just been actively bullish, was immensely shocked.
"No way? It must be fake news."
"What did the 'Chief Helmsman' do? That shouldn't be!"
"The rumors are detailed and don't seem groundless, holy crap... A negative at this time, speechless, I just went all-in this morning."
"Fake, absolutely fake, obviously fake."
"Brother Sun, you're well-informed, could you find out?"
Sun Chengyu glanced at the time.
When everyone in the group was tagging him, he used his network to inquire.
After learning the truth, his heart also pounded, and he responded in the group:
"After asking around, it's most likely true."
"Damn it, it's over now!"
"The regulators can't stand the market doing well, huh? They're doing everything possible to suppress market activity."
"Stocks held by the 'Zexi Faction,' and those recently bought by the 'Chief Helmsman' using 'Jiefang South Road,' are probably all going to plunge this afternoon."
"Plunging would be light; they're probably heading straight for the daily limit down."
"Hope it doesn't drag down the whole market!"
"Undoubtedly, something happening to the 'Chief Helmsman' will definitely cause panic among many in our circle. The short-term speculative sentiment in the market is probably going to collapse directly!"
As messages in the group continued to refresh, the entire market sentiment took a sharp downturn.
Discussions about the related news were rapidly spreading and fermenting across all discussion platforms where investors from the entire market gathered.
1:00 PM arrived.
The two markets, after a one-and-a-half-hour halt, began to move again.
Numerous concept stocks that had performed well in the morning, with many even hitting their daily limits, as well as the 'SME and ChiNext' leading concept stocks where many speculative funds and short-term trading capital had gathered, all plunged instantly.
Among them, stocks explicitly held by the 'Zexi Faction.'
Were met with panic selling from investors, and their stock prices plummeted straight to the daily limit down in an instant.
Even 'Teli A,' the major "demon stock" that served as a core indicator of market sentiment and the overall market leader in the earlier period, instantly broke its daily limit up, and its stock price plunged directly, wiping out all the morning's gains in the blink of an eye.
And amidst the plunge of almost all 'SME and ChiNext' concept stocks, as well as 'Zexi Faction' held stocks.
The Shanghai Composite, Shenzhen Component, and ChiNext Index, the major indices, also turned downwards with lightning speed.
It could be said that in an instant, the hot market's profit-making effect and the fiery market trend strongly driven by the two main themes of 'lithium batteries' and 'big consumption'.
Were immediately doused with a bucket of cold water, cooling down instantly.
(End of chapter)