March 23, 2023 is the 4th of the week, and Yuansheng came to the big room early. However, Zhang Sheng came earlier than him and was reviewing the stocks.

Seeing Yuansheng coming in, Zhang Sheng said excitedly: I found a good stock, its stock price is very low, and there are 2 positive ----- at the same time

The first positive is:

Investor Q: When will the remaining two lines of 1.2GW in Huzhou be installed and put into operation? How is Runhai New Energy's 1.8GW progressing? Thank you!

Company reply: Dear investors, according to the feedback from the equipment supplier, the third and fourth line equipment of the company's Huzhou base will soon be ready for delivery, and it is expected to enter the market in April and May respectively. In addition, Runhai New Energy's 1.8GW battery equipment is expected to start entering the market in April, thank you for your attention.

The second positive is:

Investor Q: Is Dr. Seiichi Kiyama still working for the company? What is the position? Thank you!

Company reply: Dear investors, the company hired Dr. Seiichi Kiyama as the chief technical consultant, and has a strong high-efficiency heterojunction (HJT) photovoltaic cell research and development team, in addition to Dr. Seiichi Kiyama, there are also the general director of the "National 863 High Efficiency Heterojunction Solar Cell Project", professor-level researcher Peng Dexiang, the national "Thousand Talents Introduction Program", global material science, thin-film solar cell expert Dr. Xu Genbao, member of the Bidding Committee of China Photovoltaic Industry Association, Led by Dr. Ni Zhichun, Ph.D., Shanghai Institute of Applied Physics, Chinese Academy of Sciences, and Dr. Hs.I. H.I., Ph.D. Huang H.2, Ph.D., National Taiwan University, the initiator of the R&D plan of thin-film solar cells of the Chinese Academy of Sciences in Taiwan, and other leading doctoral talents, covering all technical links from the research and development of high-efficiency heterojunction HJT photovoltaic cell forward-looking technology to the implementation of industrialization, thank you for your attention.

Zhang Sheng went on to say: It is the Qingkang stock.

Yuansheng: The theme of the new assembly line (project) is good; The technical force of the stock is very strong, to put it bluntly, all the competition is the competition of talents. This stock can be speculated on.

Yuansheng: Yesterday, large institutions spent nearly 500 million yuan to buy international stocks, should we follow and buy a little bit and speculate?

Zhang Sheng: You can speculate. It is one of the hot stocks in recent times, please see this-----

Investors: Will CPO technology affect the company's product demand? Since the optical device and the switch chip are put together, is there no need for an optical module?

Company Reply: Hello investors! CPO is an evolution of optical transceiver in the future, which can be encapsulated on the same substrate as the switch ASIC chip, which can further reduce power consumption and increase bandwidth. However, in the 800G and 1.6T phases, the technology of pluggable optical modules is relatively mature, so they can be widely adopted by data center customers. In the 3.2T phase, if the relevant chips and devices can support it, the life cycle of pluggable optical modules may continue.

Yuansheng: Okay, it's good, let's speculate on it a little bit and dance with the main force.

In the morning, Yuansheng and Zhang Sheng participated in the call auction of Qingkang shares, and finally the transaction was completed.

At 9:31, the moment the stock of Qingkang pulled back to 2.86 yuan, they increased their position, and the result was a transaction of 2.87 yuan. This is the first battlefield of territorial expansion.

The second battlefield is the battle of international stocks. In the morning, international stocks opened 3.53% higher, and they used to wait and see.......

After 9:30, the stock price fluctuated, and the international stock only retreated for a moment, barely visible to the naked eye. They bought it immediately, and the result was between 45.54 --- 45.79 yuan. After they bought international stocks, the stock price continued to rise slowly, and they did not have the habit of chasing high, so they only watched and did not buy..........

The third battlefield is a battle of regular formations. In the morning, the stock opened 1.57% lower, and they adopted a wait-and-see strategy......

After 9:30, the stock price fluctuated, and the stock continued to fall, and Yuansheng decisively said: Clear the position. In the end, it was a transaction of 32.90 yuan, which defended the fruits of victory.

Zhang Sheng: Why is the sale so decisive?

Yuansheng: First, its industry is not very good. Second, it opened and fell. Third, we make money. So, you can't be in love.

Zhang Sheng: It makes sense, after selling, it is the real profit, otherwise it is unknown.

The 4th battlefield is the home of Chuanya stocks. In the morning, it opened 9.25% higher, and the opening was high to 30.95 yuan in tens of seconds, at this time the increase was close to 13%, plus yesterday's rise of 20%, and the day before yesterday rose 3.86%, that is, in less than 3 days, it rose rapidly up 38% up and down, and the profit plate is very rich.

After the clearance, Zhang Sheng asked: Why don't you leave a little?

Yuansheng: First, we have too many stocks, which is inconvenient to operate; Second, Chuanya stocks are the works of Youzi, and their works like to be fast in and out, so we must also be fast out in order to defend the fruits of our victory.

The 5th battlefield is the battle of Zhida stock. In the morning, Zhida stock opened 2.11% lower, and Yuansheng chose to wait and see as usual.

After 9:30, the price of Zhida stock was 99 yuan, 0.13 yuan higher than the opening price, and then it didn't take 20 seconds for the stock to turn red, and it continued to rise, and Yuansheng was waiting.......

At 9:36, Zhida stock reached 107.99 yuan, which is a non-standard pair, and they sold 50% of the chips first, and then continued to wait and see, because at this time, they locked in the victory by reducing their positions and reducing costs.

At 10:53, Zhida's stock rose to 110 yuan, and the increase was around 8.83% at this time. The reason for their liquidation is that they are worried that after Zhida's stock rises sharply, it may have to be washed----- because it is a new stock, and the chips are extremely unstable. Yuansheng is a person who is unwilling to participate in the washing of dishes, so he accepts it when he sees it.

Mr. Zhang: Zhida stock only has 11.5 million shares in circulation, can such a small-cap stock be bought again when it restarts after it has been washed for a period of time?

Yuansheng: There is a high probability that it is possible. It depends on the situation.

Yuansheng: I've found that you either buy the smallest one or buy the large enough one. Either buy those with low P/E ratios, or buy themes that are good enough, or strong enough for each main force, or buy high-growth ones.

Yuansheng: yes, it needs to have at least a certain bit of it before I buy it. If you have several points at the same time, then the stock will rise sooner or later, and I like this stock the most.

In the chat, it was the closing moment of 3 p.m., and Yuansheng took stock of the stocks in his hand: (written in the evening.) 17K novel network can add words at any time)

PS: Clearance stock prototype: Written at night