On January 18, 2023, on the 3rd of the week, Yuansheng and Zhang Sheng arrived at the big room almost at the same time.

After turning on the computer, Zhang Sheng excitedly said that the stocks we bought yesterday were good last night: [Six departments issued a document to support the development of the energy electronics industry, and these fields may welcome a broad space for development! The "Opinions" put forward that by 2025, the industrial base will be advanced, the level of industrial chain modernization will be significantly improved, the industrial ecosystem will be basically established, and the energy electronics industry will effectively support the large-scale application of new energy. By 2030, the energy electronics industry cluster and ecosystem will continue to improve, and a new generation of information technology such as 5G/6G, advanced computing, artificial intelligence, and industrial Internet will be widely used in the energy field, and a number of internationally leading energy electronics enterprises will be cultivated.

The "Opinions" pointed out that it is necessary to improve the supply capacity of solar photovoltaic and new energy storage batteries, develop advanced and efficient photovoltaic products and technologies, accelerate intelligent photovoltaic innovation and breakthroughs, develop high-purity silicon materials and large-size silicon wafer technology, support the production of high-efficiency and low-cost crystalline silicon cells, promote the research and development and application of advanced technologies such as N-type high-efficiency cells, flexible thin-film batteries, perovskite and tandem cells, and improve large-scale mass production capacity. Encourage the development of mobile energy products such as photovoltaic charging treasures, wearable equipment, and vehicles.

At the same time, we will develop safe and economical new energy storage batteries, research and breakthroughs in key technologies such as ultra-long life and high-safety battery systems, large-scale and large-capacity high-efficiency energy storage, and mobile energy storage for vehicles, and accelerate the research and development of new batteries such as solid-state batteries, sodium-ion batteries, and hydrogen energy storage/fuel cells. Improve the ability to guarantee key resources such as lithium, nickel, cobalt, and platinum, and strengthen the development and application of alternative materials.

Yuansheng took over the topic and said happily: "Yes, the Qianwei stock we bought yesterday is in the middle of a stroke, and we are so lucky!" ”

Zhang Sheng disagreed: "It's not luck, it's the clues that we will find the main force through the board!" As ordinary people, we only saw the news announced by the media last night. In fact, this kind of ** in the drafting stage, there will be very well-informed people who know that sooner or later such news will be released, so they will buy stocks in advance to make the graphics better......"

"Yes, there is always someone who knows the news in advance, and we can't compare. If Qianwei stock opens high today, we will increase our position and buy ......," Yuansheng said.

"Okay, follow your command!" Zhang Sheng replied with a grin.

At 9:25, Qianwei opened 1.19% higher, and the opening price was 21.25 yuan. At 9:30, the stock price began to fluctuate, and the lowest price of 21.21 yuan flashed by.

Almost at the moment when Yuansheng returned to the car, Zhang Sheng shouted, "21.21 yuan, right!" Do you want to increase your position? ”

"Of course, you have to increase your position, make a good superposition pair, boldly increase your position, the winning side is relatively large......." Yuansheng replied while increasing his position.

At 9:32, Qianwei stock rose to 21.99 yuan, an increase of 4.71%, Yuansheng stopped buying, Zhang Sheng was very clever, and when he saw Yuansheng stop, he also automatically stopped not buying. Subsequently, Qianwei continued to rise, first to 9.52%, and then to 24.11 yuan, an increase of 14.81%; Then it pulled back to $23.02, and then surged to $25.

After reaching 25 yuan, yesterday's profits poured out, Zhang Sheng asked: Do you want to sell or not?

Yuansheng said: It has been running above the moving average, let's observe first.

After seeing 25 yuan, the long and short sides fought for 9 minutes, and finally won by many parties: at 9:55, the price of the price limit was finally 25.20 yuan.

Yuansheng happily said to Zhang Sheng: See? The long and short sides are fighting above the moving average, we will wait and see, the multi-party wins, we join the multi-party camp, and yesterday's chips continue to be defended. If the bears win, break the moving average, and are unable to recover the moving average within 5-15 minutes, we must join the camp of the bears: the chips bought yesterday can only be forced to stay until tomorrow to make a decision.

Zhang Sheng smiled and said: Such a slippery head! Whoever wins, you join whom?

"We don't even know who the long and short sides are, of course we have to slip our heads: whoever wins, joins whomever we want. If you want to be the first iron and go against the trend, you can only get along with money! Is this necessary? Yuansheng said.

Yuansheng went on to say, I tell you a story, and you know the importance of being flexible and learning at any time:

There are three things in this world that are most uncomfortable.

When your classmates are improving, you fail the exam; When your colleagues were promoted, you received a demerit; When your peers are exploding, your performance is declining.

In the Chinese automobile circle, the most painful person can experience this kind of pain is the "** car god" general army (this is a pseudonym).

When BYD, GAC, and Geely are all showing off their brilliant achievements, ** Auto ushered in the "darkest moment":

Last month's total sales were only 77,000 units, less than half of Geely's and one-third of BYD's.

The total sales volume in 2022 will be 1,067,500 units, which is only 56.19% of the annual sales target of 1.9 million units.

Among the five major models, in addition to the "* gram" still has the power of a battle, the others are miserable, the main force "* Fu" fell more than once, the heirloom "* pickup" gradually failed, the high-end dream "* brand" was almost crushed, and the new energy "* pull" poured thousands of miles.

In 2016, ** Auto made a net profit of 10.551 billion yuan, ranking second among more than 20 listed car companies in China, second only to SAIC.

In the first half of the year, the H6 ranked among the top five in the world with 240253 units. At the time, the press release read, "Confidence in the progress of China's auto industry has been enhanced."

The arrogance and prejudice of the general army

To understand the heart of the big guy, don't look at who he praised at the conference, but who he scolded at the small meeting.

At the beginning of last year, at a small-scale media night banquet, the general army scolded "Wei Xiaoli" to the fullest:

"XXX knows what a fart...... Li Xiang, who was born as a product manager, and Li Bin, who studied sociology, did not understand technology, while He Xiaopeng only understood software. ”

"The * brand did not sell well after the transformation, just because of marketing, and the ability to organize the concept is not as good as Wei Xiaoli."

"There is no shortage of products and technologies for the brand, and it is right to take the path of the PHEV category. The next key is to get the marketing up, the shortcomings of the marketing have been made up, and it is only a matter of time before the * brand is on an equal footing with Wei Xiaoli. ”

……

The words are full of pride and prejudice. Obviously, there is a big deviation in the general army's perception of the "new car-making forces".

First of all, the general army only saw the disadvantages and shortcomings of Li Xiang, Li Bin and He Xiaopeng before they entered the car-making industry, and ignored the progress and growth of the three.

Although Li Bin majored in humanities and social sciences at Peking University, he has always attached great importance to technology research and development. As early as 2017, he dug up Shen Feng, a well-known "technical master" in the automotive industry. Shen Feng graduated from Fudan University with a bachelor's degree, received a doctorate in mechanical engineering in the United States, and worked as a Polesta

Global CTO.

Although He Xiaopeng was born in computers and software, he realized the importance of hardware very early. Before founding Xpeng Motors, he suggested that Alibaba lay out new energy vehicles and couple software and hardware. Xia Heng, the co-founder of Xpeng Motors, graduated from Tsinghua University with a major in automotive engineering, and is a proper hardware boss.

Li Xiang, Li Bin and He Xiaopeng all have autonomy, and although they can't be technical all-rounders, they can let experts in various technical directions use them for their own use, so as to achieve "full-stack self-development".

This kind of strategy is quite Liu Bang's style.

Secondly, the general army only saw the marketing ability of "Wei Xiaoli", and ignored their scientific and technological strength and product strength.

NIO, XPeng and Li are recognized technology companies, and their products embody more advanced technological achievements than **, and are equipped with more high-end smart devices than **.

NIO ES7 with a maximum power of 480kw (is a million-dollar luxury car Porsche Caye

e), equipped with an 800+3 million pixel camera + lidar + 1016TOPS computing power of the ADAM intelligent driving platform.

The Xpeng G9-650, which accelerates from zero to 100 in just 3.9 seconds and goes from 10% to 80% in 15 minutes of fast charging, is equipped with LiDAR and an additional 31 sensors and cameras.

Ideal L9, CLTC comprehensive range of 1315 kilometers, total power of 330 kilowatts, torque of 620 Nm.

Buying a car is not buying a soda, and consumers will not believe the "ghost stories" told by the brand. If there is no diamond diamond, how can the Ideal L9 be the sales champion of large SUVs for three consecutive months?

************

Yuansheng said: How do you feel after reading this story? My experience is: First, if you don't continue to learn and keep up with the most advanced technology, you may fall behind! The advanced (powerful) of the past only represents the past, not the present and the future.

Second, no matter what work you are in any industry, you must continue to make progress and improve, or like Liu Bang, reuse capable people to fight the world for you.

Third, the above two points are also applicable to the stock market.

Zhang Sheng said: You are too right. I found that your ability to summarize and discover is superb, no matter what you do, you can connect with the stock market, no wonder you can continue to make progress in the stock market, and continue to catch bull stocks. Far from a lot, let's just say that the stock we currently have Qianwei, yesterday rose 20%, today it rose 20%, too bullish!

"Beyond your head! Don't be a sycophant! The principle of everything in the world is the same, and they are all the same. In other industries, you need to learn, and you need to reuse capable people to fight for yourself. It's the same in the stock market, and I'm learning and summarizing every day....... Of course, we can keep improving. Sometimes, I also spend money on materials or ......... Because there is no free lunch in the world, and if there is, it is not of good quality. If you want high quality, you have to be willing to spend money, this is common sense, and it is the same in any industry." Yuansheng said.

Zhang Sheng nodded in agreement. ............................................

It's time to close again, Yuansheng currently has only 2 stocks, one is Qianwei, which has increased its position today, and it is still closing with a daily limit. Another small amount of latent flower material has risen a little today, and it is still in the quilt cover.......... How will these 2 stocks perform tomorrow? (To be continued)