March 27, 2023 is the first day of the week, the first battle day of the new week, Yuansheng came to the big room early, and Zhang Sheng immediately said to him: "I saw a message, can you see if it is useful?" ”

Yuansheng: "What news, I'll take a look at ..........................................."

Zhang Sheng: "Jingrui announced on the evening of March 24 that the second phase of the National Fund plans to invest 160 million yuan in its subsidiary **** and win 23.05% of the equity. Jingrui stock 3 was last reported at 19.29 yuan per share, with a market value of 11.29 billion yuan.

Increasing the size of semiconductor materials

According to the announcement, on March 24, Hubei Jingrui, a subsidiary of Jingrui Electric Materials, Qianjiang Fund, and Jingrui Electric Materials, signed the "Agreement on the Capital Increase of ** (Hubei) Microelectronic Materials Co., Ltd."

According to the announcement, the second phase of the National Fund, Guoxin Yihe Fund, and Guoxin Fujian Southwest Fund plan to increase their capital by 160 million yuan, 30 million yuan, and 30 million yuan respectively to Hubei ** in cash, and the corresponding new registered capital is 135.0211 million yuan, 25.3165 million yuan, and 25.3165 million yuan respectively, and the part of the capital increase exceeding the registered capital is included in the capital reserve of Hubei Jingrui. After the completion of this capital increase, Qianjiang Fund, Jingrui Electric Materials, National Fund Phase II, Guoxin Yihe Fund and Guoxin Southwest Fujian Fund hold 44.39%, 23.90%, 23.05%, 4.32% and 4.32% of the shares of Hubei Jingrui respectively. ”

Yuansheng: "The national fund is equal to the baton, where it points, we will kill it, and there is a high probability that we can make money." So, at the opening, we will buy it. ”

Yuansheng continued: "I also found a stock with good news, and it is a leading stock. ”

[Swipe the screen! Y media named Huawei's blockbuster products are on fire! Is there a dawn of industrial application? On March 25, the article "Acceleration of Artificial Intelligence Industrialization and Application" in People's M Daily brought the Pangu model of HUAWEI CLOUD into the public eye again. According to the article, the R&D cycle of a lead drug has been shortened from several years to one month and the R&D cost has been reduced by 70% by using the HUAWEI CLOUD Pangu drug molecule model. It should be noted that in this wave of artificial intelligence, in addition to entertainment, Q&A chat, and program writing, its industrial application has also attracted much attention.

Yuansheng continued: "I checked the data, and I judged that the R&D cycle of a lead drug was shortened from several years to 1 month, and the R&D cost was reduced by 70%, most likely referring to the lead stock. The funds in the stock market are very smart, if there is a change in the leading stock after the market opens today, we will immediately buy ..........."

Zhang Sheng: "It makes sense, there is no wind and no waves, there must be a reason for the change, we just buy it boldly." ”

Yuansheng said, look at this, there is also reference significance: People's Daily published an article on March 25 "Artificial Intelligence Industrialization Application Acceleration", which mentioned that in recent years, domestic and foreign manufacturers have increased the investment and research and development of huge models, so that the artificial intelligence industry has found a new direction. New drug development benefits from this. It is reported that the HUAWEI CLOUD Pangu Drug Molecule Model is a large model jointly trained by HUAWEI CLOUD and the Shanghai Institute of Materia Medica, Chinese Academy of Sciences, which can realize AI-assisted drug design for the whole process of small molecule drugs.

The company recently said that the results of the first phase of the cooperation case between the company and Tencent AILab have been published in ACSOmega, and the two parties jointly enjoy a molecular skeleton transition system based on AI technology. This algorithm is expected to speed up the small molecule design process in drug discovery, thereby reducing labor and time costs. At present, the molecular skeleton transition system based on AI technology has been applied in many internal and external drug research and development projects of our company, and it can be seen that AI molecule generation SBDD can significantly shorten the DMTA cycle in some pharmaceutical projects. The company has always paid close attention to the progress of AI in the field of drug research and development, and will continue to increase its attempts in this field in the future, especially how to effectively combine AI technology with the company's core technology DEL/FBDD/SBDD to accelerate the early drug discovery process of challenging targets, the use of AIDD to accelerate the ternary complex optimization process in the TPD platform, and the layout of small nucleic acid (STO) drug sequence design. This type of technology also needs more project practice to verify its practical scope and results.

Zhang Sheng: There are so many positive back-end stocks, we buy it at the opening.

In the morning, Yuansheng and Zhang Sheng directly participated in the call auction of Jingrui stocks, and as a result, it opened 9.02% higher, and their pending orders were filled. Because Yuansheng knows from experience: the stocks bought by the national fund range from 1 to 5 years, and Yuansheng is mainly short-term, so just a collection of bidding to buy a single ended the battle of Jingrui stocks.

The second battlefield is the battle of the rear-end stock. In the morning, Yuansheng and Zhang Sheng directly participated in the call auction, and the result was that the leading stock opened 0.29% lower, and all their pending orders were filled.

After the stock price fluctuated at 9:30, the price of the second single stock of the leading stock retreated by 0.04 yuan, and they slowly increased their positions.........

After 9:31 a.m., the stock retreated to $17.30 and they increased the amount of buying........

After more than 20 seconds, the leading stock turned red, and Yuansheng stopped buying, ending the battle on the second battlefield.

The 3rd battlefield is a battle of five-star stocks. In the morning, five-star stocks opened 4.52% higher, and they adopted a wait-and-see tactic.

After 9:30 a.m., it kept rising, and they continued to wait and see........

At 9:34, it rose to the limit, Yuansheng observed it, found that there were not many orders, and it was decreasing, and said to Zhang Sheng: Clear the warehouse.

Yuansheng They went straight to the car to clear the warehouse, ending the battle.

Zhang Sheng: Why don't you stay a little guard?

Yuansheng: It is not a hot stock in the near future, it changed its major shareholders and rose by 2 price limits, which is basically the same, so we liquidated our positions to lock in the win.

Zhang Sheng: It makes sense that hot stocks are immortal birds and can be kept.

The 4th battlefield is the battle of Yutron. (Continue to write after 6 p.m. 17K Novel Network can add words at any time)