Chapter 316: Hitting the Wind

January 12, 2024 is week 5.......

By 2027, the proportion of new energy vehicles in new automobiles will strive to reach 45%, and the old diesel locomotives will be basically eliminated, which is good for the new energy vehicle industry chain, but what is more exciting is that Beautiful China is included in the important reference for the appointment and removal of leading cadres, which means that environmental protection, gardening, water conservancy, green building materials and other sectors are ushering in a good one. Yesterday, there was a media briefing that the scale of treasury bond issuance in 2024 is expected to exceed 9 trillion yuan, and infrastructure such as green building materials, environmental protection, and water conservancy will definitely benefit the most.

It is favorable, and smart investors will definitely choose a batch of stocks to speculate. The experienced Yuansheng chose a sub-IPO stock that hit the wind, please look at its theme-------------

The company has been deeply engaged in the field of electrical connection for more than ten years, and its core products composite busbar and battery connection system have a high market share in the field of new energy vehicles. Founded in 2007, the company is one of the earliest manufacturers in China to enter the field of industrial composite busbar; In 2010, the company successfully entered the core supply chain of CRRC and other enterprises by participating in the domestic substitution development of composite bus bar products for Harmony EMU trains, and launched the electronically controlled bus bar used in the field of new energy vehicles in 2014 to further expand to the field of new energy vehicles.

In 2017, the company creatively combined with the composite busbar hot pressing process to launch the hot pressing solution battery connection system, the product has the advantages of light and thin structure and high integration compared with the traditional injection tray solution, which is in line with the development trend of lightweight and integration in the industry, and has been widely recognized by downstream customers. Up to now, the company's composite busbar products have many well-known domestic and foreign manufacturers such as BYD, Farah Electronics, Westinghouse Brake, CRRC, etc., and the battery connection system products have also entered the supply chain of CATL and SAIC, and have been applied to the hot-selling models of Tesla, Weilai, Li, Xiaopeng, Great Wall, Cialis and other OEMs.

CATL is a major customer of the company and has become one of the main suppliers of CATL battery connection systems in the downstream industry. In 2019, the company participated in the design and product customization of the large-module battery cell connection scheme of the CATL T project, realized the large-scale mass production of the large-size FPC sampling battery connection system in 2020, and then cooperated with CATL on the CCS project of energy storage batteries in 2021, and reached a batch supply with CATL in the same year. So far, the company has become one of the main suppliers of CATL's electrical connection systems. At present, the cooperative relationship between the two sides is strong stability and continuity; On the one hand, CATL has been the company's largest customer since its cooperation in 2020, and the sales revenue from CATL and its subsidiaries accounted for more than 72% of the company's total revenue in 2023H1. Secondly, CATL also indirectly holds 0.95% of the company's shares through Changjiang Chendao, which may be beneficial to the deepening of strategic cooperation between the two parties.

The company is actively developing the next generation of FFC sampling battery connection system to further enrich the company's product line. The company independently developed the next-generation FFC sampling battery connection system; FFC is a flat cable made of insulating material wrapped with multi-strand copper wire stranded conductor pressing, compared with the current mainstream FPC, it has the advantages of low cost and high strength, but due to the problem of high processing difficulty when FFC is used as a signal acquisition line, it has not yet been applied on a large scale in the battery connection system. It is expected that with the continuous maturity of FFC application technology in battery connection systems, its application proportion is expected to increase, which is conducive to enterprises that deploy FFC-related products in advance.

The big celebrity Lei Jun said: Pigs will fly when they are in the wind.............. Therefore, Yuansheng chose it at the cusp.

It's the West Word Stock.

In the morning, Xizi stocks opened 3.14% higher, and the vanguard of Yuansheng has already bought .............. After the stock price fluctuated, Yuansheng continued to increase its position, and finally controlled the cost at 42.8 yuan to end the battle of the first battlefield of the territory.

The second battlefield is the battle of Genesis Stock. In the morning, Truce stock opened 3.36% higher, and Yuansheng is waiting..............................

At 10:14, when the stock rose to 29.30 yuan, it was already far away from the moving average, and Yuansheng decisively cleared the position and defended the fruits of victory.

Why the rush to clear your inventory? The reason for Yuansheng is that it rose 20% yesterday, and it just rose by nearly 6%, which is equivalent to a cumulative increase of around 26% in 2 days, which is already a very huge profit.

The third battlefield is the battle of Lo Li Stock. In the morning, Luo Li stock opened 0.60% lower, and Yuansheng was waiting...................

At 10:19, when Luo Li's stock soared to 124.76 yuan, Yuansheng decisively cleared the position and conservative the fruits of victory.

Why clearance? The reason for Yuansheng is: first, it rose 5.59% the day before yesterday, 16.73% the day before yesterday, 20% yesterday, and 2% just now, which is equivalent to a cumulative increase of more than 44% in 4 days, and the profits are very rich. Second, it is a high-priced stock, which is not popular in a bear market. The two reasons are superimposed, and Yuansheng decisively clears the position and locks in the profits.

The 4th battlefield is the battle of Komori stock. In the morning, Xiaosheng stock opened 1.92% lower, and Yuansheng was waiting................

At 10:16, Xiaosheng stock price limit, after 15 minutes, the order became less, and there was a possibility of opening the price limit at any time.

The 5th battlefield is the battle of Sensheng stock. In the morning, Qiansheng stock opened 0.10% lower, and Yuansheng was waiting..................

After the stock price fluctuated, the second single of Qiansheng stock fell, and Yuansheng directly cleared the position, defending the fruits of victory.

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

Zhang Sheng: "Why did the Beijing Stock Exchange index fall sharply today? ”

Yuansheng: "In the early stage, it rose from 702 points to 1114 points, the increase was too large, and the recent pullback was not enough, so it is normal to fall.................... After a while, it will come back. ”

After the market closed at 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: Xizi stocks rose 15%.

PS: The stock prototype of today's clearance is: Chuangzhi Stocks---- Chuangzhi Technology (played for 2 days, it was bought for 23.07 yuan, and the highest today is 29.31 yuan), Luoli Stocks--- SolaX Energy (played for 3 days, it was bought for 84.60 yuan, and the highest was 125 yuan on the 3rd day), Xiaosheng Stocks--- Hongsheng Huayuan (played for 6 days, it was bought for 5.88 yuan, and the highest was 7.46 yuan on the 6th day), Qiansheng Stocks--- Yum Intelligent (played for 4 days, It was bought at 16.52 yuan, and the highest was 21.30 yuan on the second day).

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