"The 'lithium battery' sector is truly powerful!"
As 'Duofuduo' hit a new historical high and strongly rose over 7%, showing a desire for a limit-up, in the 'Modu Chaoduanbang' main speculative funds group where Su Yi was, Xu Qiao stared closely at the changes in the two markets, exclaiming,
"'Duofuduo' actually hit a new historical high. Looking at this situation, it seems like it's going to replace 'Teli A' as the next market leader."
"Probably not,"
Old Zhang replied, gazing at 'Duofuduo''s market trend.
"The circulating market cap of this stock is too large. Even though its fundamentals have changed and future performance growth is strongly anticipated, its internal share structure is too complex, and many institutional funds are concentrated in it, making it difficult to speculate on.
I feel this stock is more likely to follow a trend under institutional dominance, and it's unlikely to replace 'Teli A' as the subsequent market concept leader."
"Compared to Duofuduo, 'Tianci Material' and 'Ganfeng Lithium' seem more suitable for speculation,"
Old Wu said.
"Their market cap and circulating shares are both appropriate, and like 'Duofuduo', these two stocks also have strong anticipated logic."
"What about 'Penghui Energy' and 'Dang Sheng Science and Technology'?"
Xu Qiao asked.
"I feel the market trend of these two stocks seems smoother, and as new sub-stocks, their internal share structure is relatively clean, making them more likely to attract continuous relay by various speculative funds in the market."
"These two stocks... are also quite good,"
Old Zhang said.
Brother Chen paused, then added,
"No matter which stock emerges, it's a fact that various market funds are continuously converging on the 'lithium battery' sector. The speculative logic and subsequent related speculative expectations for this sector are indeed becoming stronger and stronger. Anyway, for now... following this sector should most likely not be wrong."
"Good thing I've been optimistic about this sector for a while and picked up some shares at low prices,"
Old Zhang chuckled.
"'Penghui Energy' feels like it has the strongest combined market capital force right now, so I'm going for this stock today."
"I'm optimistic about 'Tianci Material',"
Old Wu said.
Xu Qiao paused, then replied,
"I'll also buy some 'Penghui Energy' to try. I always feel the broader market won't fall further, and this round of rebound hasn't truly ended yet."
"I feel the same way,"
Old Wu said.
"But the 'high-low switch' and main theme rotation in market trends are probably inevitable."
"Hmm, undoubtedly, 'Teli A' is definitely finished,"
Old Zhang said.
"It's not just 'Teli A',"
Brother Chen added.
"Today, 'Teli A' hit a straight limit-down, which really hurt the short-term speculative sentiment in the market. Looking at the current major core concept themes in the market, high-flying concept leader stocks that previously attracted a large number of active speculative funds for concentrated speculation will likely have to be avoided for a short period."
"Brother Chen is right..."
Old Zhang echoed.
"I remember the 'lithium battery' sector, Brother Su had been paying attention to it before,"
Old Wu said.
"I wonder if Brother Su will return to the 'lithium battery' main theme after clearing his position and taking profit on 'Teli A'?"
Xu Qiao thought for a moment and said,
"I think so. Looking at the entire market right now, the 'lithium battery' sector should have gained unanimous recognition from all kinds of funds in the market."
"Actually, the 'baijiu' concept sector is also performing quite strongly,"
Old Wu said.
Brother Chen said,
"It is very strong, but the 'baijiu' sector has a cluster of institutions, and its share structure is less suitable for short-term speculative fund concentration compared to the 'lithium battery' concept main theme. Therefore, in terms of short-term volatility, 'lithium battery' will definitely be stronger."
After speaking, he saw that 'Penghui Energy' had already launched a charge towards the limit-up.
He immediately stopped chatting in the group.
He quickly used the liquid funds in his account to aggressively invest in 'Penghui Energy' through market price buying, rapidly accumulating shares and assisting the stock in reaching the limit-up.
With the capital injection he provided.
And simultaneously, with the combined efforts of other short-term active funds that followed suit.
At 10:48 AM, 'Penghui Energy', a stock violently bought by Su Yi with increased positions, possessing both 'new sub-stock' and 'lithium battery' concept attributes.
Successfully touched the limit-up and locked the limit-up board.
It reversed the recent market pullback trend after the IPO restart, continuing to set new rebound highs after the National Day holiday, and new historical highs since its listing.
And when 'Penghui Energy' successfully hit the limit-up.
The profit-making effect generated on its market immediately stimulated other core 'lithium battery' concept stocks.
Similarly, it also stimulated other new sub-stocks, as well as many concept leader stocks in the 'SME and ChiNext' sectors that were brought down by 'Teli A'.
So, at 10:50 AM.
'Dang Sheng Science and Technology', 'Tianci Material', 'Western Mining', 'Ganfeng Lithium', 'Duofuduo', 'Tianqi Lithium', etc., related concept stocks continued to rise, with 'Tianci Material' and 'Ganfeng Lithium' rapidly approaching the limit-up, showing strong desire to lock the limit.
Meanwhile, driven by the continuous counter-trend rise of the 'lithium battery' concept sector and its rapid expansion of gains.
The declines of the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index narrowed.
Core concept theme sectors such as 'Zhengjin Holdings', 'SOE Reform', 'Pension Fund Holdings', 'Industry 4.0', 'Domestic Software', 'Film and Television Media', 'Internet Finance', and their corresponding concept leader stocks, also gradually rebounded from their intraday lows, repairing the morning's sharp declines.
Only 'Teli A', this core leading stock, remained locked on the limit-down, motionless, with no major institutional funds attempting to pry it open, nor any locked-in major selling orders actively withdrawn.
Subsequently, throughout the rest of the day's trading.
The 'lithium battery' concept sector and its related concept leader stocks.
Consistently maintained leadership in both markets, with main capital continuing to flow in net.
However, due to the limited size of the sector, and the indeed somewhat heavy selling pressure from short-term profit-takers, even with the comprehensive drive and counter-trend strength support from the 'lithium battery' concept sector, when 3 PM arrived and the market officially closed.
The major core indices: Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index.
Still closed with a general decline of about 1%, and the Shanghai Composite Index fell below 3500 points.
Among them, in addition to the general decline of indices, major hot concept themes that attracted significant attention from market investors, and their associated concept leader stocks.
Also generally showed a significant decline.
Especially 'Teli A', the core leading stock, did not release any volume until closing, maintaining a no-volume straight limit-down trend, completely burying the billions of funds that chased high on last Friday.
Also 'Chuansheng Jiuzhou', 'Sanxia Xincai', 'Meiyan Jixiang', 'Baofeng Technology', 'Yishang Zhanshi'... these stocks, which had a strong correlation with 'Teli A''s trend and were previously speculated to high points by various active speculative funds, mostly also showed sharp declines, even hitting the limit-down.
Facing such a closing situation in both markets...
The vast majority of market investors, in post-market discussions, were still quite pessimistic.
Many believed that since the Shanghai Composite Index failed to hold 3500 points, and the entire market did not show a trend of increasing volume for absorption, then the Shanghai Composite Index would most likely retest support levels around 3200 points, or even 3000 points, and at least the probability of continuing to surge higher and break through was small.
Regarding the 'lithium battery' concept sector, which performed excellently throughout the day, surging against the trend.
Many also believed its sustainability was questionable.
After all, the industrial development plan for 'new energy vehicles' has been talked about by both companies and the state for three or four years.
However, over these three or four years.
Even though related technologies have made breakthroughs, large-scale production and commercial implementation have never been realized.
In other words, while the current 'new energy vehicle' industry development plan still looks promising for the future, at present, it simply cannot translate into substantial performance releases.
Of course, both regarding the index trend and the trend of the 'lithium battery' concept main theme.
There were also many optimistic investor groups.
However, as the market's bullish sentiment triggered by 'Teli A' retreated, this relatively optimistic view could not suppress the rampage of the bears.
To truly reverse the market's decline and enable the index to return to 3500 points.
The market, and its relevant core themes, must continue to generate profit-making effects, allowing more follow-on bullish funds to make money.
Because, in the financial trading market.
Only profit-making effects can substantially and quickly reverse investment sentiment and stimulate more funds to follow.
However, in this evolving market sentiment where bearish sentiment still dominates, and there are huge divergences in long and short views on the 'lithium battery' main theme.
When 5 PM arrived and the dragon-tiger lists for both markets were announced.
Especially when 'Penghui Energy' and 'Dang Sheng Science and Technology', which Su Yi had aggressively attacked using the 'Jinrongjie Fuxinglu' trading seat that day, landed on the dragon-tiger list with strong limit-ups, breaking rebound highs and historical highs.
Market long-short sentiment instantly underwent a clear shift.
"'Jinrongjie Fuxinglu' funds simultaneously appeared on the buy-one spot of the dragon-tiger lists for 'Penghui Energy' and 'Dang Sheng Science and Technology'..."
Noticing the 'Jinrongjie Fuxinglu' funds once again appearing on the dragon-tiger lists of both markets, at this moment, in the 'Yuhang Group' main speculative funds group, Zhao Qiang's heart stirred.
He instantly realized the opportunity in the 'lithium battery' core theme, and @Sun Chengyu, saying,
"Brother Sun, it seems the market's subsequent opportunities will most likely occur in the 'lithium battery' sector!"
Sun Chengyu responded,
"Judging from the fundamental reversal logic of the industry and the speculative logic of 'new energy vehicle' boom, the 'lithium battery' sector indeed has considerable speculative potential. However... what surprises me is the sheer size of the 'Jinrongjie Fuxinglu' funds.
Also, looking at the market boom of the entire 'lithium battery' sector and the combined efforts of major funds. Especially from the expected logic of rising prices for the two major related upstream products, 'lithium carbonate' and 'lithium hexafluorophosphate'.
It's clear that 'Duofuduo', 'Tianci Material', 'Tianqi Lithium', and 'Ganfeng Lithium' are the core leaders of this 'lithium battery' market surge. And in terms of the circulating share size of 'Duofuduo', 'Ganfeng Lithium', and 'Tianqi Lithium'. They are also the most suitable for the 'Jinrongjie Fuxinglu' funds to intervene in.
I completely can't understand why these funds, in their speculative operations, would avoid the core sector leaders with clearly stronger speculative logic and expectations, which would more easily attract concentrated funds, and instead chose the less conspicuous 'Penghui Energy' and 'Dang Sheng Science and Technology', two stocks with certain logical flaws in their speculative logic."
"Pure speculative logic doesn't necessarily make it suitable for speculation,"
Zhao Qiang's view on 'Jinrongjie Fuxinglu' funds' aggressive buying of 'Penghui Energy' and 'Dang Sheng Science and Technology' was clearly different from Sun Chengyu's.
"Even if the stocks Brother Sun just mentioned have pure logic, their internal share structures are too chaotic, with institutions clustered, and profit-taking and trapped shares intertwined.
Such a share structure. It's difficult for short-term speculative funds like us to dominate the market and achieve a smooth breakthrough!
In contrast, 'Penghui Energy' and 'Dang Sheng Science and Technology'. As new sub-stocks, these two have relatively simple internal share structures, without as many institutions or as many historically trapped shares. Even if there are certain flaws in their fundamental logic.
But dominating the market and speculating on them is relatively easy. Therefore, I think there's no major problem with the 'Jinrongjie Fuxinglu' funds choosing these two stocks as their targets."
"Can 'Penghui Energy' become the new market leader?"
"It's hard to say, sustainability is still questionable."
"It's hard to say if it can become the new market leader, but under the main attack of 'Jinrongjie Fuxinglu' funds, leveraging the premium ability of this fund's seat and the follow-on capacity of various funds, reaching a height of two or three limit-ups will most likely not be a big problem, right?"
"Whether it can become the next market leader or not, arbitraging it tomorrow is definitely possible."
"I agree with Brother Sun; I feel 'Tianci Material' has a greater chance of becoming the next market leader."
"I, on the other hand, think 'Duofuduo' is the absolute leader in this round of 'lithium battery' main theme explosion!"
Accompanying the rapid refreshing of messages in the group and everyone's discussions on market dragon-tiger list data.
Regardless of everyone's views and thoughts.
Under the influence of the legendary 'Jinrongjie Fuxinglu' seat, the market attention and discussion heat of 'Penghui Energy' and 'Dang Sheng Science and Technology'.
Directly jumped from outside the top 100 in both markets to become one of the top ten most discussed and watched hot stocks in both markets.
And as time went on.
In the evening, the related popularity of these two stocks was still in a continuous surging trend among many others.
Furthermore, with no clear positive market news in the evening, and the external market trends maintaining a weak volatile pattern.
On the next day, November 3rd, Tuesday, at market open.
When both markets continued to open lower across the board, these two stocks surprisingly opened significantly higher against the trend, exceeding 5% gains, demonstrating extremely strong market performance and substantial premium.
"The seat premium of 'Jinrongjie Fuxinglu' is truly incredible."
Noticing the significant high-open premium of 'Dang Sheng Science and Technology' and 'Penghui Energy', Li Jinshi, the main speculative fund manager of the 'Fushan Group', who had originally planned to participate in taking over these two stocks' shares, couldn't help but exclaim.
(End of Chapter)