"Honey, try the mushroom chicken noodle soup I cooked."

In the early morning of the next day, Su Yinuo put a bowl of steaming noodles in front of Yuan Ze, looked at him with a smile, and waited for him to give an evaluation after tasting it.

Yuan Ze picked up the chopsticks, twisted the noodles and tasted them, and said with praise: "Yes, there is progress, the taste this time is much better than last time." ”

Su Yinuo smiled and bent his eyes when he heard this, and said happily: "Well, it's good if you like it." ”

Yuan Ze encouraged: "Come on, strive to do better in the future, my appetite for the rest of my life, but I am counting on you to fill it." ”

Su Yinuo nodded his chin: "Don't worry, I will definitely learn to cook hard, and after I become a chef, I will cook food for you every day." ”

After breakfast, Yuan Ze sat on the sofa in the living room and rested for a while.

With a slight movement of your mind, you can open your personal interface and view what you have gained yesterday.

From the heads of Tan Yuan, Shi Xin and Cao Qian, a total of 9.8 million yuan was transferred online.

After deducting the expenditure of 180,000 yuan, the rest is basically net income.

In addition, the 15 million Rolls-Royce Phantom sent by Hu Xu was an unexpected joy.

However, yesterday's biggest surprise was actually Kang Lei's sudden refreshed future event.

Compared with the last major event in mid-May, the specific targets mentioned in this major event have risen from two to five.

Due to the popularity of new energy and the fact that various departments have been issuing documents to support, the content of this major event is still related to new energy.

Of course, compared with the last new energy vehicles and their industrial chain, this major event is more inclined to new energy green energy and its industrial chain.

Because of the large amount of content involved in this major incident, Yuan Ze only glanced at it a few times yesterday and took a general look, but did not read it all.

There was just time at this time, so he gathered his mind and carefully skimmed through the entire content of this big event.

[Kang Lei's personal future events]:

1. On Tuesday, June 28, after the perovskite cell and photovoltaic sector moved for several consecutive days, Kang Lei hit Ganneng Group (000899), and the closing price of the day was 6.5 yuan.

The next day, Ganneng Group opened low and fluctuated, Kang Lei endured until the afternoon open, saw that it had not improved, and was disheartened, at 1:03 p.m., the stop loss was 2 points and cleared away.

4 minutes later, suddenly there were funds to enter the ignition, Ganneng Group at 1:35 p.m. successfully closed the board, closed the second board, and quoted 7.15 yuan.

Kang Lei's retail investor mood has made another mistake, and he has watched Ganneng Group's three-in-a-row, four-in-a-row, and nine-in-a-row boards...... By July 22, Friday, the highest price of Ganneng shares reached 17 yuan, and the closing price was 16.5 yuan.

Missing a bull stock, Kang Lei beat his chest, remorseful, and began to reflect on what he did wrong, and reviewed the factors of Ganneng Group's sharp rise during this time.

(1) The wholly-owned subsidiary of Ganneng Group plans to invest in the ground photovoltaic power generation project of agriculture and photovoltaic complementation, and the 5MW distributed photovoltaic power generation project of a municipal sewage treatment Co., Ltd. invested and constructed by Yuchen Wisdom, a holding subsidiary, has been successfully connected to the grid for power generation.

(2) The group said that the third phase of Fengdian is a 2X1 million kilowatt ultra-supercritical generating unit, and the project construction is progressing steadily.

(3) The controlling shareholder signed the "Regional Pumped Storage Power Station Project Investment Cooperation Agreement" with the local government, marking that energy storage and energy storage installation are expected to usher in rapid expansion.

(4) In the right time window, successfully won the favor of market funds, and spicy chicken can be hyped to the sky.

……

The first target is related to Ganneng Group.

This ticket attracted a group of funds to go long a while ago because of supercritical power generation, and pulled a few daily limits, but there was no sustainability.

Yuan Ze took out his mobile phone and clicked on the stock trading software and looked at it.

The subject is in a state of shock consolidation, and the closing price on Friday was 5.82 yuan, which is a huge increase compared to the rise in less than a month in the future, up to 17 yuan.

Turning off the phone, Yuan Ze concentrated and sank his attention into the plug-in interface again.

2. On Tuesday, July 5, the concept of vanadium batteries changed, and the market value of tens of billions of Pangang Group (000629) continued to rise, and Kang Lei felt that a new theme might be coming, so he entered the board and closed at 5.06 yuan on the same day.

The next day, the board of Pangang Group was blown up, and the moment the board was opened, Kang Lei panicked and ran away.

On Thursday, July 21, Pangang Group quoted the highest price of 7.87 yuan and closed at 7.47 yuan.

Although this stock is not a big bull stock, its rising trend this time made Kang Lei curious and studied it.

(1) Pangang Group has mastered the production technology of vanadium electrolyte and has the strength to continue to expand the production scale of vanadium electrolyte.

(2) It has signed a "strategic cooperation agreement" with a company, and signed a "tripartite cooperation agreement" and a "vanadium energy storage medium entrusted processing agreement for all-vanadium flow batteries" with two other companies within the scope of the agreement.

(3) Vanadium battery and vanadium flow battery energy storage system welcome the first GWh level centralized procurement, and the company's ammonium polyvanadate raw materials are processed into vanadium energy storage medium, which is used in the national demonstration project (phase I) of flow battery energy storage peaking power station in a provincial capital city.

……

The second target is an old enterprise specializing in vanadium and titanium products.

took the car with the concept of vanadium batteries, so there is this wave of hype and rise.

Last Friday's closing price was 3.59 yuan, and the highest price of this wave of rise was 7.87 yuan, although the increase was not as good as Ganneng Group, but it also doubled the income.

And the most important thing is that the target plate is much larger than that of Ganneng Group, and there are more positions that can be entered.

Yuan Ze continued to watch the content of the follow-up major events.

The third target is Dalian Industry (002204) with the concept of wind power.

According to the news of the event, the company belongs to the national heavy machinery industry large-scale key backbone enterprises, has formed metallurgical machinery, lifting machinery, bulk material handling machinery, port machinery, energy machinery, transmission and control systems, marine parts, construction machinery, offshore machinery and other nine major product structure.

Of course, the above fields are miscellaneous, and there is no name for it.

The reason for the rise of Dalian Industry in July is mainly because the company's net profit in the first half of the year is expected to increase by more than 150%, and among them, the operating income of wind power parts and components products has increased significantly.

Therefore, this target is actually the concept of wind power equipment, and in addition, there are also some superpositions of robot concepts.

Judging from the content of Kang Lei's major event, Dalian Industry will end its upward trend around July 22, with the lowest stock price of about 4.3 yuan and the highest stock price of nearly 10 yuan, which is also a doubling stock within a month.

……

The fourth target is Jinzhi Company (002090), which is superimposed with multiple concepts.

The company has a certain involvement in photovoltaic integrated systems, energy storage, robots, virtual power plants and other fields, and its business is very complex.

In the rising range of future events, the lowest price of Jinzhi Company's stock price is about 9 yuan, and the highest price is around 20 yuan.

There is no suspense, it is still a stock that can be doubled in a month.

……

As for the fifth target, it is also a stock with multiple concepts, Xishan Road and Bridge (000755).

Its hype points include photovoltaic power stations, charging piles in highway service areas, large infrastructure and the Belt and Road Initiative.

The lowest price in the range is around 4 yuan, and the highest price is more than 8 yuan, but less than 9 yuan.

Like the previous ones, it is also a double ticket in July.

……

After browsing all the content of Kang Lei's future events, Yuan Ze made a summary of all the targets.

First of all, the five targets this time, the code all starts with 000, which means that they all belong to the Shenzhen Stock Exchange.

In fact, stocks listed on the Shenzhen Stock Exchange are indeed easier to speculate on, because the regulations are not as strict as those of the Shanghai Stock Exchange.

Secondly, Ganneng Group, Jinzhi Company, and Xishan Road and Bridge all have photovoltaic concepts, Pangang Group speculates vanadium batteries, and Dalian Industry relies on wind power equipment to rise.

In addition, Ganneng Group, Pangang Group, and Dalian Industry are all two financial standards and can be leveraged, while Jinzhi Company and Xishan Road and Bridge cannot.

The doubling trend of these five stocks in the next July can be regarded as giving a short-term speculative hype direction for Big A in July.

Photovoltaics, energy storage, wind power, robots, virtual power plants and vanadium batteries are all directions worth excavating.

"Now, there are investable targets, and you can kill them next Monday when you see the situation!"

Yuan Ze secretly pondered in his heart, and logged in to the pocket bank with his mobile phone to check the balance.

At present, there is still a balance of more than 24 million in the bank account, and this part of the money needs to be set aside for several million, so it can only be invested about 20 million, and the leverage can be doubled to 40 million.

In terms of personal principal, Yuan Ze does not have much in his hands.

But it doesn't matter, Kang Lei and Hu Xu are still looking at cooperating with Yuan Ze, and they should have a lot of disposable cash.

"This time, there are 5 doubling targets, and even three are bankable, I don't know how much Kang Lei and Hu Xu are willing to invest in, if they invest less, it won't be interesting, pull them to meet for a while, and find a way to fool them into investing more money!"

Thinking of this, Yuan Ze took his mobile phone and dialed Kang Lei's phone.

"Hey, Brother Kang, you make an appointment with Mr. Hu, let's meet in your hotel at noon, have a little wine, and talk about the next investment direction by the way."

"Hey, okay, okay, just leave it to me to arrange!"

Kang Lei was overjoyed when he heard this, answered, and immediately went to arrange it.

……

It's noon.

Royal Hotel, in a large box on the 5th floor.

Yuan Ze, Kang Lei, and Hu Xu sat around a dining table, and each of them held a beautiful waiter in his hand.

With beautiful companionship, drinking wine, tasting food, talking and laughing, and being comfortable, the atmosphere in the room is very harmonious.

After three rounds of drinking, the end of talking and laughing, and the addiction of hands, after kicking out the beautiful waiters, the three of them finally got down to business.

"Mr. Yuan, I remember you said yesterday that there will be a new market next week, I should have heard it right?" Hu Xu asked.

Yuan Ze bowed slightly: "That's right, the current market of the last wave of new energy vehicles has basically entered the end and is at a high level.

When one main line dies, another will rise again, and not surprisingly, in July, there will be a new wave of upward movement.

But the current market is mixed, and there is no obvious big track, so let's just follow the policy outlet. ”

Hu Xu and Kang Lei nodded, looked at Yuan Ze with serious faces, and waited for his next words.

Yuan Ze continued: "At present, the mainstream outlets of the more bright brands are undoubtedly related to new energy, such as perovskite cells and wind power equipment, one belongs to photovoltaics, and the other belongs to new energy special equipment.

There are many concepts derived from these two fields, such as upstream and downstream design and materials, integrated buildings, green power storage, virtual power plants and other industrial chains.

At the end of the day, they are all concepts or offshoots in the field of green energy.

However, in terms of the current trend of the two sectors of photovoltaic and new energy special equipment, it is far from reaching its top. ”

As he spoke, Yuan Ze took out his mobile phone, opened the flush and clicked into the photovoltaic concept, and said:

"Take photovoltaic as an example, last year's highest point was around 3437, and the current number is only 3087, which is still more than 300 points away from last year's highest point.

Looking at the special equipment sector, the highest point last year was 4768, but now it is only 4077, a difference of nearly 700 points.

Of course, due to the recurrence of mask disease this year, the economic downturn, and the weak market index, we can lower our expectations, not to hit a new high, but at least to touch the new high, right? ”

Yuan Ze put down his mobile phone, took a sip of his wine glass, and said:

"Moreover, now that the international situation is severe, in order to prevent being stuck in energy, the domestic photovoltaic and wind power will definitely increase investment in the future, which is basically a clear card.

In addition, it is certain that this year's photovoltaic and wind power installed capacity will break through a new high, and there have been varying degrees of reaction on the news.

So, I personally think that these two areas, in the next July, are worth digging deeper.

Especially in the photovoltaic sector, the current momentum is fierce, but there has not yet been a real photovoltaic leader.

When the photovoltaic sector hits a new high, the real leader has also come out, and it is determined that it has weakened, then it is time to be careful of the market killing.

But now, it's far from that point. ”

Kang Lei thought thoughtfully: "According to what you say, brother, is it close to green power and carbon neutrality?" ”

Yuan Zedao: "There is a bit of green power and carbon neutrality, but it is more of an energy transition issue, but the current market is still relatively chaotic, and there may be other sectors involved in PK."

But in general, in the next July and August, the certainty of the two directions of photovoltaic concept and new energy special equipment is relatively large. ”

Hu Xu asked: "Then Mr. Yuan, is there a specific target?" ”

Yuan Ze said: "Yes, I have screened a total of 5 targets with potential in the past few days. ”

Kang Lei was surprised: "5 targets, so many?" ”

Yuan Ze said with a smile: "That's right, it's really a little more than last time, so this time the investment space is also relatively large." Brother Kang, Mr. Hu, if you two have enough spare money, I suggest you can invest more.

This time, the 5 targets are slightly more stable than last time, and they are all strictly screened by me and the risks are basically eliminated.

Even if you don't make much money by investing in it, you can guarantee that you will get out of the way and not lose money. ”

Kang Lei said excitedly: "Brother, you said so, then this time I have to invest more, last time his grandmother's, only invested 30 million, just watching you and Lao Hu eat big meat, I am hungry." ”

Yuan Ze blinked and asked, "Then how much do you plan to vote this time, Brother Kang?" ”

Kang Lei's eyes flashed a few times, and after thinking for a while, he patted the table and gritted his teeth: "I can currently take out a maximum of 120 million in liquidity, and I plan to invest it all, brother, no problem, right?" ”

"Of course it's no problem, what about you, Mr. Hu?" Yuan Ze nodded, and then set his eyes on Hu Xu.

Compared with Kang Lei's 120 million, he was more curious about how much money Hu Xu could invest.

……