On March 7, 2023, Yuansheng came to the big room early and found that Zhang Sheng had not yet arrived.........

Walking into the big room, Yuansheng was turning on the computer, looking at the information, Zhang Sheng walked in.

Zhang Sheng said: I found a message, can you see if it is useful?

Yuansheng: What information?

Zhang Sheng said, please look at this: [Hubei Province's "90,000 yuan strongest subsidy" is coming, and cars have become the main theme of local consumption promotion] On March 6, a group of posters about "the strongest car purchase discount season in Hubei history" sparked heated discussions, and the content of government and enterprise subsidies for many auto brands was clearly visible. According to incomplete statistics from the Financial Associated Press, Dongfeng Citroen, Dongfeng Peugeot, Dongfeng Nissan, Dongfeng Honda, and Dongfeng Fengshen participated in this round of car purchase subsidies, with subsidies ranging from 5,000 yuan to 90,000 yuan, and are valid from March 1 to March 31. Taking the Dongfeng Citroen C6 co-creation version with a guide price of 211,900 yuan as an example, it only costs 121,900 yuan after the comprehensive subsidy of the government and enterprises, and the subsidy amount is as high as 90,000 yuan.

Yuansheng: Dongfeng Citroen C6 with a guide price of 211,900 yuan only costs 121,900 yuan after the comprehensive subsidy of government and enterprises, which is equivalent to a 0.576 discount. Such a low discount, I have never seen it. Such news is equivalent to public intelligence, and there is a high probability that the capital will attack Dongyu stocks today. Let's play with them.

Zhang Sheng nodded in agreement.

Yuansheng said that he also saw a useful information: [Cai Jianchun, general manager of the Shanghai Stock Exchange: Promote the reasonable return of the valuation level of central enterprises and promote the quality improvement of listed companies of central enterprises] Cai Jianchun, member of the National Committee of the Chinese People's Political Consultative Conference, deputy secretary of the Party committee and general manager of the Shanghai Stock Exchange, said that compared with 5 years ago, the profits of state-owned listed companies increased by 70%, but the market value increased by only 10%; The price-to-book ratio is 0.86x, down 30%, which is significantly lower than the market-wide average of 1.6x. In order to better play the important role of central enterprises in stabilizing the overall macroeconomic situation and implementing the strategy of scientific and technological innovation and development, Cai Jianchun suggested that the State-owned Assets Supervision and Administration Commission of the State Council, the Ministry of Finance and other competent ministries and commissions of central enterprises should cooperate with the China Securities Regulatory Commission to jointly promote central enterprises to make good use of the financing advantages and asset allocation functions of the capital market, and continue to become stronger, better and bigger.

Yuansheng went on to say: In the next 3-5 years, or the next 5-10 years, making central enterprises bigger and stronger will be one of the important goals of A-shares. At present, I see a stock with a P/E ratio of less than 6 times, and its 2022 net profit is expected to be net profit attributable to shareholders of the parent company from January to December 2022 of RMB139.6 billion to RMB143.6 billion, an increase of about 99% to 104% compared to the same period last year.

Looking at its daily candlestick, the 2 days of March 2, 2023 and March 3, 2023 are small white candlesticks, and yesterday was a false black candlestick. There is a high probability that it will continue to rise today, so let's buy it.

Mr. Zhang: What stocks?

Yuansheng: It is Huaguohai stock.

Zhang Sheng looked at the information and K-line of Huaguohai stocks, and said in agreement: It is still in its infancy, it is a good stock, it is worth buying in large quantities, its capacity is large, how to buy, will not affect its trend.

Yuansheng: Yes, the advantage of large-cap stocks is that they have large capacity and are not afraid of retail investors following the trend to buy. If it is a small-cap stock, retail investors follow the trend too much, and the main force directly shorts the backhand.

In the morning, Dongyu opened 2.59% higher, and they took a wait-and-see strategy to see if it went up or down after 9:30?

At 9:30, the stock price began to fluctuate, the second order was 6.35 yuan, 0.01 yuan higher than the first order at the opening, the third order was 6.34 yuan, and the fourth order was 6.31 yuan......... Far away, they are slowly watching and waiting.

At 9:31, Dongyu retreated to 6.27 yuan hook up, and they returned to the car in a flash and bought it. The transaction price is 6.29 yuan, and there are also 6.30 yuan........

At 9:47, the Dongyu price limit board, and Yuansheng knew that the stock attack was successful........ This is the first battlefield of territorial expansion.

The second battlefield was the battle of Huaguohai. In the morning, the call auction that started at 9:15 showed that Hua Guohai would open high, plus it had been retraced and washed for a day yesterday, and Yuansheng judged that it was a high probability that it would pull the big white line today, so Yuansheng They participated in the call auction and finally made a deal.

After the stock price fluctuated at 9:30, Yuansheng bought a large number of them and continued to increase their positions.

At 9:36, Hua Guohai rose 0.96%, and Yuansheng they had already bought a heavy position, and they could finally stop.

Zhang Sheng is curious: why do you want to take a heavy position in this stock?

Yuansheng: If you look at the more than 5,000 stocks in A-shares at the moment, and at the same time fill the following two conditions, you can't find the second one! First, there is only 6 times the P/E ratio; Second, its net profit in 2022 increased by 99-104%.

The only stock that can meet these two conditions at the same time is Hua Guohai. There will be risks in buying any stock, however, the risk of buying Huaguohai at this price in the morning is very small, and it is worth our heavy position.

Zhang Sheng: Agree with your analysis. This stock is in line with Li Ka-shing's risk theory, and it is too cost-effective to be worth a heavy position!

The third battlefield is the battle of Hua Guowei. In the morning, Hua Guowei opened 0.85% lower.

Zhang Sheng: Do you want to sell it immediately to defend the fruits of victory?

Yuansheng: The main force is very involved in Hua Guowei, after the stock price fluctuates at 9:30, it will not let the stock price plummet, and when the main force pulls up the protective disk, we take the opportunity to sell. In this way, the stock price is relatively high, and you can take advantage of it.

After 9:30, the long and short sides fought repeatedly, and finally the long side had a slight advantage, and at 9:36, Hua Guowei rose to 19.06 yuan hook down, and they entered the car with one key to clear the position. Ended this battle for clearance.

Zhang Sheng: Hua Guowei in the afternoon, or tomorrow, can it still rise?

Yuansheng: I don't know. If I'm sure I know that it will continue to rise in the afternoon or tomorrow, I will of course wait until then to sell. Money, who doesn't want to earn more? I only make money that I know. At present, we have cleared the position, Hua Guowei and we have earned it, this is 1 bird in hand. If you wait until the afternoon, or wait for N days, it can only be 10 birds in the forest, and the final result may be to catch 2 birds, maybe 0 birds.

The 4th battlefield is a hollow battle. In the morning, the hollow opens 2% lower, and the distant life takes the rough waiting. Because Yuansheng knows that hollow is one of the favorites of big funds, they have already bought a lot of chips, so they will definitely regulate the stock price, and Yuansheng Anxin will wait for the main force to pull up and then sell.

At 9:33 in the morning, Yuansheng saw the moment when the hollow rose to 60.64 yuan and went down, he went straight to the car and sold 90% of the chips. Because Yuansheng understands the nature of hollow stocks very well, it is a stock that has been tossed repeatedly, so leave 10% of the chips to wait. 90% of the chips have been sold, and their costs have dropped a lot from Yuansheng, and they have completely locked in the win, and they are eligible to wait, or they can earn more, maybe they make a little less, it doesn't matter. It's a battle to reduce positions.

The 5th battlefield is the battle of Kerui stock. In the morning, Kerui opened 3.06% higher, and Yuansheng decided to take a wait-and-see: because he didn't know whether it would go up or down after the opening, and he needed to wait and see.

After the stock price fluctuated at 9:30, Kerui's second order was 59.50 yuan, which scared Yuansheng: he directly returned 0.50 yuan. It's a long way to live tomorrow: its profit yesterday was so lucrative that many people are selling. Yuansheng said: Let's also clear the warehouse.

The third order is 60 yuan, and the fourth order is 59.39 yuan........ Yuansheng and they made a deal in these 2 orders and locked in the win.

Mr. Zhang: Why don't you save a little chip and sell it in the afternoon or tomorrow?

Yuansheng: Kerui only has 21.06 million shares in circulation, such a small-cap stock, the stock price fluctuates a lot, if we are making money, we can clear the position directly, worry less and save trouble.

Zhang Sheng: Yes, it is always right to make money and sell, because we have made money. If it continues to rise in the future, let others earn a while. Contentment.

............

ushered in the closing moment in the chat, at 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: (written in the evening, 17K novel network can be added at any time)

PS: Prototype stocks that have been liquidated: (written in the evening)