Chapter 331: Opportunity in the Big Fall

February 2, 2024 is the week of 5...........................................................................................

Recently, the stock market has been tumbling and falling as if it never ended.........................................................

It can be said that the current A-shares can be said to be in crisis............................................ Crisis crisis is the opportunity in danger.........................................

In the morning, a stock opened 9.55% lower, and Yuansheng knew that its theme was good, please take a look--------------------------------

The company is an important supplier in the field of veterinary drug APIs, and its products have been recognized by well-known downstream enterprises. After long-term accumulation, the company has established strong competitiveness in the field of veterinary APIs; The products have been recognized by well-known downstream customers, and the company's largest customer during the reporting period was Ela, one of the world's top four animal health companies

co), 2023H1 accounted for 36.30% of the company's total revenue. According to the data of the "Veterinary Drug Industry Development Report" (2021) released by the China Veterinary Drug Association, the company ranks among the top 20 veterinary drug API companies in the domestic market. Up to now, the company has six approvals for veterinary drug API products, basically covering the main animal husbandry animal species, among which the core product sulfamchlordazine sodium (SPDZ) has a broad-spectrum antibacterial effect, can resist Gram-positive and Gram-negative bacteria, is currently one of the most important pig antibacterial veterinary drug APIs, or is expected to benefit from the large-scale promotion of pig breeding. 2. The company has established a prominent competitive advantage in the field of sulfonamide APIs and intermediates, and actively expands non-sulfonamide APIs and intermediates products. The company has independently mastered the synthesis technology of the main products of the sulfonamide API and intermediates industry chain made from basic chemical raw materials, and is one of the enterprises with the longest, most complete and most competitive sulfonamide APIs and intermediates industry chain in the industry. On the basis of consolidating the competitive position of sulfonamide products, the company actively expands non-sulfonamide APIs and intermediates products, and successively adds varieties such as dicitinil and neostigmine methosulfate in the field of veterinary APIs; In the field of pharmaceutical raw materials, benzbromarone, which is mainly used for the treatment of gout, and bupivacaine, which is used for local anesthesia and postoperative analgesia, have been successively stockpiled. In the field of intermediates, varieties such as 4-chlorophthalic acid, which can be applied to the manufacture of high-end materials such as mobile phones and computer screens, have been added.

The subject matter is good, the performance is good, and the opening is broken, so Yuansheng is firmly eyeing it............................................................

It's the Ascend stock.............................................

At 10:30, when the stock retreated to 17.80 yuan, it was already far away from the moving average, and Yuansheng bought it decisively.................................................................. In the end, the cost was controlled at 17.83 yuan and the battle of the first battlefield of the territory was ended.

The second battlefield is the battle of Toden stock. In the morning, Dongdian stock opened 4.07% lower, and Yuansheng knew that something was wrong: the big bear market was underway, and there were too few stocks that dared to rise.................................................

At 9:33, when Dongdian stock rebounded to 30.20 yuan, it was already far away from the moving average.............................................................

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At 14:23, the market fell to 2,666.33 yuan, the market fell 104 points, and more than 2,000 stocks fell by more than 8%, which is really miserable...........................................

Zhang Sheng: "Why do you keep stumbling? ”

Yuansheng: "Some financiers, the stock has fallen a lot, if you can't add funds, you can only be forced to close the position, there are many such people, there will be a vicious circle, and the stock market will continue to fall ..............................."

"In addition, the more the market falls, the more the people want to redeem the fund, and the fund company is forced to sell shares to cope with the redemption of the people............. In this way, a vicious circle will also be formed, causing the stock market to continue to fall ....................."

Yuansheng continued.

Zhang Sheng: "Is this unsolvable?" ”

Yuansheng: "Or refer to the 2015 stock market crash, the central bank provided unlimited liquidity to securities companies, that is, how much money is needed, how much money is given............... In this way, the stock market naturally stopped falling. Or become a 2-5 trillion yuan stock market equalization fund, and the stock market will naturally stop falling....................................................."

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After 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: Disheng shares rose 0%.

PS: The stock prototype for today's clearance is: Dongdian stock---- Xidian Xinneng (played for 2 days, it was 29.25 yuan to buy, and today's maximum is 30.20 yuan).

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