"The 'lithium battery' main theme rebounded, while many concept themes that performed well yesterday have entered a correction instead. The hot spots have almost no sustainability, and sectors rotate too quickly."
Noticing the performance of the major themes in both markets after opening, Zhao Qiang in the 'Yuhang Faction' main speculative capital group sighed,
"It seems the market's trend style is indeed changing."
"Although the hot spots don't have high sustainability, the overall money-making effect in the market is still quite hot."
"The buying support for 'Teli A' is still strong!"
"The main areas where active market capital is currently concentrated are the 'big consumption' and 'new energy industry chain' major themes."
"The 'lithium battery' line has driven up the entire 'non-ferrous metals' sector."
"In the current market, the most certain main theme should be 'lithium batteries', right?"
"Awesome, look at 'Do-Fluoride' and 'Ganfeng Lithium', these two stocks seem to be heading for the daily limit again!"
"A clear cyclical reversal, haha... just blindly buy the core stocks in the 'lithium battery' main theme. The 'new energy' trend has just begun; there will definitely be huge gains later."
"Sun Ge, are you primarily attacking 'Do-Fluoride'? Why is it so aggressive?"
Sun Chengyu replied,
"I've increased my holdings in this stock significantly, but for a stock with such a large float market cap to rise like this... it's clearly a concerted effort by the market."
"It continues to surge with high volume; as soon as there's a slight pullback, there's endless buying capital. Truly impressive."
"Considering the overall trend in the 'new energy industry chain', it can be confirmed... 'Do-Fluoride' is the central leading stock."
"The float market cap of this stock is also just right, suitable for large funds to enter and exit in relays."
"Since it's confirmed to be the leading stock in this round of 'new energy industry chain' main theme breakout, then just blindly go for this stock."
"Hehe... I've already added a position of 20 million chips."
Zhao Qiang said with a smile,
"I just don't understand why 'Financial Street Fuxing Road' capital shows no intention of intervening and taking over such a definite leading stock?"
"I remember 'Financial Street Fuxing Road', this main capital, had intervened in 'Do-Fluoride' before, right?"
"That was a long time ago, but 'Financial Street Fuxing Road' should have cleared out its chips in this stock by now, right? I remember this capital only started the third wave of speculation in 'Teli A' after clearing out its chips in 'Do-Fluoride'."
"It should have been cleared, otherwise, there wouldn't be any buy/sell traces of this capital missing from the recent Dragon and Tiger List of 'Do-Fluoride'."
"Actually, 'PengHui Energy' isn't bad either, is it?"
"For 'Financial Street Fuxing Road' main capital, it's obvious that the float of 'PengHui Energy' is a bit too small."
"As long as the expected logic of the 'lithium battery' core main theme is sound, there's no need to worry about the specific movements of 'Financial Street Fuxing Road' capital. Just follow the main market trend and buy. Currently... in the entire market, no other main theme has such strong speculative sentiment as 'lithium batteries'."
"That's true... continue to increase positions. I feel that even if the market corrects, it won't fall much."
As news rapidly refreshed within the 'Yuhang Faction' main speculative capital group.
As market trading time continued to elapse...
Individual stocks in the 'new energy industry chain' main theme, which were highly watched by a large number of investors and actively participated in by many active funds, performed increasingly strongly.
Among them, at 10:21 AM, 'Ganfeng Lithium' was the first to hit the daily limit again, with its stock price continuing to set new highs for the rebound.
At 10:37 AM, 'Do-Fluoride' also hit the daily limit with a trading volume of nearly 2 billion, creating new highs and profit-making opportunities.
At 10:52 AM, 'PengHui Energy' also locked onto the daily limit again.
Moreover, driven by these stocks, resource-related stocks in the 'non-ferrous metals' sector also saw widespread gains across the board.
At the same time, in the 'big consumption' sector.
The two industry sectors of liquor and white goods also continued to break through across the board.
'Qianzhou Maotai' erased all losses incurred from two rounds of stock market crashes since June, with its stock price returning above 250 yuan and approaching the 300 yuan mark; the three major white goods giants, 'Gree Electric', 'Midea Group', and 'Haier Electronics', also largely recovered their losses from during the stock market crash.
And when the time approached 11 AM, just before the midday close.
The real estate sector showed unusual movement.
Within the sector, the heavyweight stock, 'Kewan Real Estate', saw a massive surge with huge volume, with its stock price rapidly climbing from around a 1% gain to approximately a 5% gain.
Su Yi gazed at the surging real estate sector, and the continuous active buying on 'Kewan Real Estate''s trading screen.
In his mind, he suddenly recalled the incident where 'Baoneng Faction' boss Yao aggressively acquired a significant stake in 'Kewan Real Estate' with enormous capital in the secondary market, subsequently triggering the 'Kewan Control' dispute.
For a moment, he couldn't help but closely stare at the stock's trading screen.
According to his memory, at this point in the timeline, the 'Baowan Dispute' had not yet begun.
But seeing the real estate industry gradually improving and welcoming opportunities for a new surge, as well as 'Kewan Real Estate''s relatively dispersed shareholding structure, and the current regulatory policy encouraging insurance capital to invest in the secondary market, and even to acquire stakes in listed companies, to rescue market liquidity.
Su Yi believed that at this moment, boss Yao must have already had ideas in mind.
Moreover, it's possible that the widespread unusual movements on 'Kewan Real Estate''s trading screen were caused by 'Baoneng Faction' capital beginning to enter the market.
However, although he knew this investment opportunity was relatively certain.
He was helpless as his current positions were basically concentrated in the 'lithium battery' main theme, and he had no extra funds to set up positions in this line.
"What a pity!" Su Yi sighed.
Although his current account's holding market value was already close to 3 billion.
Yet, facing a certain opportunity, being unable to further increase his position and participate, he still felt very regretful.
As he sighed, market trading time reached 11:30 AM, and both markets entered the midday close.
And when the time moved into the midday break.
Su Yi carefully reviewed and pondered for a while, feeling that no matter what, he should seize the opportunity of the 'Baowan Dispute', when the real estate industry picked up again and moved towards a new boom cycle, to massively intervene in 'Kewan Real Estate', the leading stock in the real estate industry, to capture this huge certain profit from its fundamental transformation and the struggle for equity among the magnates.
As for the fact that he currently had no available funds...
After much deliberation, Su Yi could only choose to first close his margin account, repaying the current margin.
Then, using the massive market value and holding size of his current account, he would further expand his financing, and use the expanded financing funds to participate in the trend of 'Kewan Real Estate' stock.
Since he had decided.
When the market reopened in the afternoon.
Su Yi immediately began to clear out the positions in his margin account without hesitation.
With a large hand, he continuously reduced his chip holdings at high prices on the highly liquid trading screens of 'Do-Fluoride', 'Ganfeng Lithium', and 'Tianqi Lithium'.
The chips he had purchased initially using 400 million in margin financing.
Now, their market value had surged to over 1 billion.
Fortunately, the stocks he held had ample market liquidity, and were also core hot spots in the current market craze.
Therefore, it was not difficult for him to reduce his holdings.
After his frenzied selling of chips, by 3 PM, when both markets closed.
Su Yi had already cleared out 400 million in liquid funds, repaid the margin, and proposed a request to Fu Guoxiang, the general manager of the 'Financial Street Fuxing Road' branch, for new financing of 2 billion.
"Mr. Su, how much financing did you say you wanted?"
When Fu Guoxiang heard that Su Yi wanted a 2 billion account financing limit, he was startled.
Su Yi repeated with a smile,
"At least 2 billion, and of course, the more that can be approved, the better."
After repaying the previous 400 million in financing, the stock holdings in his current account still had a market value of approximately 2.6 billion.
Based on this market value, he felt that his request for 2 billion in financing was not excessive, and should not exceed the risk control standards of a brokerage firm.
Moreover, 'Huaxin Securities' was a leading brokerage firm in China.
He felt that although the 2 billion funds he requested were substantial, 'Huaxin Securities' should be able to meet it without pressure.
"2 billion?" Fu Guoxiang secretly clicked his tongue, paused, and said,
"Mr. Su, your request exceeds my authority. I'll have to ask my superiors."
"Alright, I'll trouble Manager Fu."
Su Yi said with a smile.
Fu Guoxiang replied,
"It's my duty. I will do my best to secure the relevant financing limit for you, Mr. Su."
After speaking, he hung up the phone.
Then, he carefully pondered for a while before calling Zheng Xiunan, the general manager of 'Huaxin Securities' Modu Branch:
"Hello, old leader, are you busy? I might have something to bother you with."
Zheng Xiunan had previously been promoted from the 'Financial Street Fuxing Road' branch.
For a period, Fu Guoxiang had been his capable subordinate.
Therefore, the relationship between the two had always been good.
"Xiao Fu, what is it?"
Zheng Xiunan said,
"Is it about the branch?"
Fu Guoxiang quickly replied,
"Yes, it's about the branch. We have a VIP client at our branch who wants a relatively large financing limit. This financing limit exceeds my approval authority, so... I'll have to trouble you, old leader, to communicate with headquarters. This major client is very important to our branch."
"The financing limit exceeded your approval authority?"
Zheng Xiunan was surprised, took a small sip of tea in his hand, and said with a smile,
"The VIP client you're talking about, isn't it the young Mr. Su who stole the show at the 'Offline Investment Strategy Conference' jointly held by us and Eastmoney.com a while ago?"
"Yes."
Fu Guoxiang said.
"How much financing limit does he want?"
Zheng Xiunan asked.
Fu Guoxiang replied,
"At least 2 billion."
"How much?"
The water in Zheng Xiunan's teacup almost splashed onto his clothes in his shock. He said with a shocked expression,
"2 billion? This single financing limit alone exceeds one-tenth of the total financing limits of all accounts in our 'Modu Branch', right?"
"That's correct."
Fu Guoxiang replied.
"You know the company's approval rules for financing limits,"
Zheng Xiunan said,
"Does this guy meet the conditions?"
Fu Guoxiang said,
"Yes, Mr. Su's current personal stock account's market value of holdings is already among the top 50 active clients in our company, and this includes the private equity fund accounts we custody. So, Mr. Su's request, by the rules, meets the company's relevant financing conditions."
"His current holdings have a massive size of 2 billion?"
Zheng Xiunan exclaimed in surprise.
Fu Guoxiang said,
"More than that, it has already exceeded 2.5 billion."
"My goodness..."
Zheng Xiunan exclaimed,
"This guy's capital growth rate is truly astonishing. Alright... I'll contact Vice President Zhang at headquarters. Since Mr. Su's current account holdings are over 2 billion, the requested 2 billion financing limit is not excessive. It's just that his gambling nature is too strong. He has already made so much, holding such a massive market value and profit, yet he's still not satisfied."
"Who would complain about too much money?"
Fu Guoxiang smiled and said,
"However, as long as the risk is controllable, this is definitely good for our company."
2 billion in new financing.
Even if the most favorable financing interest rate was offered.
This could bring a large amount of interest income to the company, and allow the 'Financial Street Fuxing Road' branch managed by Fu Guoxiang to rapidly elevate its business.
In other words, as long as the risk was controllable and met the company's risk control conditions.
The profit brought by Su Yi, a single client, to their branch had already accounted for half of their total.
Moreover, Fu Guoxiang knew that Zheng Xiunan would retire next year.
By leveraging Su Yi, this big tree, to boost the branch's performance, then next year, when Zheng Xiunan retires and the branch general manager position becomes vacant, he would have a very high chance of becoming a vice general manager at the branch.
The two chatted briefly.
Subsequently, Zheng Xiunan hung up the phone and contacted Vice President Zhang at headquarters.
Vice President Zhang still had some impression of Su Yi, and he had someone check Su Yi's stock account situation.
He felt that providing an additional 2 billion in financing to Su Yi's account was clearly controllable in terms of risk, and it was also a very beneficial matter for the company.
After all, under controllable risk, there was no reason not to make money.
Therefore, he directly approved the financing application submitted by Fu Guoxiang through Zheng Xiunan.
At 5 PM, as the Dragon and Tiger Lists for both markets were updated.
Fu Guoxiang received feedback and informed Su Yi of the financing approval.
Su Yi opened his account, saw that the available limit for the margin account had become 2 billion, said 'thank you' to Fu Guoxiang with a smile, and then began to ponder how to strategically position himself in 'Kewan Real Estate' stock, and how to capture sufficient profits in the upcoming 'Baowan Dispute'.
And as he pondered to himself...
In the updated Dragon and Tiger Lists for both markets, the three stocks that hit the daily limit, 'Do-Fluoride', 'Ganfeng Lithium', and 'Tianqi Lithium', all appeared on the Dragon and Tiger List.
Moreover, Su Yi's actions to repay previous financing and apply for a new financing limit, resulting in his frenzied selling of chips, were clearly revealed in the buy and sell seats for these three stocks as they appeared on the list.
When countless investors, including retail investors, speculative funds, and institutions, who were following the Dragon and Tiger List data for both markets, suddenly saw the massive sell-off of a total of 400 million in funds from the legendary 'Financial Street Fuxing Road' trading seat on the Dragon and Tiger List buy and sell positions for 'Do-Fluoride', 'Ganfeng Lithium', and 'Tianqi Lithium' stocks.
Everyone was stunned for a moment.
No one would have expected Su Yi's 'Financial Street Fuxing Road' trading seat to have such a massive amount of holdings in these three stocks.
Even fewer knew when 'Financial Street Fuxing Road' capital had actually started positioning itself in these three stocks.
Nor did anyone know why, at this moment, while these three stocks were still in a clear accelerated upward trend, 'Financial Street Fuxing Road' capital suddenly took profits across the board.
(End of Chapter)