Chapter 234: Finding Opportunities in Hot Topics
September 11, 2023 is Week 1, the beginning of a new week...........................................................................................................................................................................
Early in the morning, Yuansheng said to Zhang Shengsheng: "There is a stock that has been very strong recently, and it has been corrected for 2 days, and today we will attack it in the stock." Take a look at its subject matter---------------------
Investor: Hello Secretary of the Board! Does the company research and produce inks for perovskite cells?
Company reply: Hello, based on PCB photoresist, display photoresist, semiconductor photoresist and other photoresists and supporting materials, the company has expanded from the field of solar photovoltaic according to the needs of downstream customers, and is committed to developing material solutions for customers to reduce costs and increase efficiency. According to the different downstream application scenarios and product functional attributes, the company has mainly developed multi-scenario and multi-technology products in the photovoltaic field, such as photovoltaic photosensitive adhesive, photovoltaic anti-etching adhesive, photovoltaic insulating adhesive, photovoltaic encapsulating adhesive, etc. Among them, photovoltaic photosensitive adhesive is mainly used for copper electroplating lithography patterning process to achieve silver-free, which can be applied to photovoltaic cell processes such as HJT; Photovoltaic anti-etching is mainly used to avoid the high-energy damage of laser overlaying, SE and other processes to cells, and can be applied to TOPCo
, HJT and its derivatives TBC, HBC and other photovoltaic cell processes; Photovoltaic insulating adhesive is mainly used to avoid welding strips and positive and negative contact short circuits, and can be applied to back contact process battery modules; Photovoltaic packaging adhesive is mainly used for 0BB dispensing, UV string welding tape bonding and cell protection, etc., and can be applied to photovoltaic battery modules such as XBC, HJT, perovskite tandem and other processes.
Investor: Hello, has the photovoltaic photosensitive adhesive been shipped?
Company reply: Hello, based on PCB photoresist, display photoresist, semiconductor photoresist and other photoresists and supporting materials, the company has expanded from the field of solar photovoltaic according to the needs of downstream customers, and is committed to developing material solutions for customers to reduce costs and increase efficiency. According to the different downstream application scenarios and product functional attributes, the company has mainly developed multi-scenario and multi-technology products in the photovoltaic field, such as photovoltaic photosensitive adhesive, photovoltaic anti-etching adhesive, photovoltaic insulating adhesive, photovoltaic encapsulating adhesive, etc. Among them, photovoltaic photosensitive adhesive is mainly used for copper electroplating lithography patterning process to achieve silver-free, which can be applied to photovoltaic cell processes such as HJT; Photovoltaic anti-etching adhesive is mainly used to avoid the high-energy damage of laser overlaying, SE and other processes to cells, and can be applied to TOPCo
, HJT and its derivatives TBC, HBC and other photovoltaic cell processes; Photovoltaic insulating adhesive is mainly used to avoid welding strips and positive and negative contact short circuits, and can be applied to back contact process battery modules; Photovoltaic packaging adhesive is mainly used for 0BB dispensing, UV string welding tape bonding and cell protection, etc., and can be applied to photovoltaic battery modules such as XBC, HJT, perovskite tandem and other processes. Up to now, the company's photovoltaic insulating adhesive has been sold in batches to downstream major customers and is the main supplier in the industry, photovoltaic photosensitive adhesive, photovoltaic anti-etching adhesive, photovoltaic encapsulant and other products have been sent to downstream related customers for sample testing.
Investors: Hello, with the major leading photovoltaic manufacturers expanding their production capacity, the backward production capacity will inevitably become more violent, which will lead to a more urgent need to reduce costs. Secondly, Huawei has recently made a breakthrough in chips, and recently raised its mobile phone sales forecast, what is the current state of the company and Huawei? Second, Honor is a brand of Huawei, has the company been in contact with Honor, and is it possible to get the order back? Third, is it possible for the company to become the main supplier of BYD Auto?
Company reply: Hello, thank you for your attention. First, normal supply; Two, there is; Third, it has just started supply, which accounts for a small proportion at present, and the company is working hard; We believe that anything is possible!
It's just writing stocks."
Zhang Sheng: "Wow, its themes are too rich, and some of its themes are still hot spots in the near future, so we opened the market to buy it." ”
Yuansheng: "Yes, buy it at the opening." ”
In the morning, the writing stock opened 4.05% lower, and all the chips they bid for were sold..................................................
After the stock price fluctuated, they continued to increase their positions in large quantities, and finally controlled the cost at 22.20 yuan to end the battle of the first battlefield of the territory.
The second battlefield is the battle of fast stocks. In the morning, fast stocks opened 7.07% lower, and Yuansheng was waiting.........................................................................................
At 9:34, the moment the fast stock retreated to 23.43 yuan, it was already far away from the moving average.........................................................
At 13:10, it rose to the auspicious number of 27.18 yuan, which was also far away from the moving average, and they decisively cleared their positions, so that only the chips bought in the morning were left, and the cost had dropped sharply, locking the fruits of victory.
Zhang Sheng sighed: "Stock speculation should be like this, choose popular stocks, buy low and sell high........................................................"
The 3rd battlefield is the battle of the Tsukiko stock. In the morning, Yueke stocks opened 5.29% lower, and they have cleared their positions.
Zhang Sheng asked: "Why do you bid for clearance?" Don't keep it? ”
Yuansheng: "It is a large-cap stock, the first two trading days have risen by more than 22%, it has the possibility of a sharp lower opening today, so we decisively compete to clear the position, stay away from this kind of stocks that may weaken, and defend the fruits of victory." ”
The fourth battlefield is the battle of Fangke shares. In the morning, Fangke shares opened 6.58% higher, and Yuansheng was waiting........................
At 9:31, when the shares rose to the auspicious figure of 3.48 yuan, an increase of 9.09%, they decisively cleared their positions....................................
Zhang Sheng: "What is the reason for clearing it?" ”
Yuansheng: "First, it has been 5 consecutive up-limit boards, and today it is almost the 6th up-limit board; Second, it is a large-cap stock, close to 6 up-limit boards, we should close it when we see it, otherwise, the main force will ship at any time.............."
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After 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: the writing material stocks rose by 1%, and the fast stocks rose by 1%.
PS: The stock prototype of today's clearance is: Yueke stock ---- Star Technology (played for 3 days, bought for 3.10 yuan, and the highest price on the second day was 4.13 yuan----);
(Write at night, 17K novel network can add words at any time)