Chapter 337 Attack the old big bull stocks

February 21, 2024 is week 3 ....................................................................................................................

Yuansheng knows: With the joint efforts of all parties, the market has stabilized, and the 2635 points on February 5, 2024 should be the bottom area in the first half of 2024 or the possibility is very high................................................ On the premise that the market is stable, stock selection is particularly important...............................................

Focusing on the commercial vehicle transmission parts business, it is a second-tier supplier in the commercial vehicle transmission industry, and its downstream customers are mainly first-tier suppliers for OEMs and industries. From 2020 to 2022, the proportion of the company's transmission control mechanism and transmission box in the main business income decreased, and the proportion of transmission control mechanism and transmission box in 2022 was 26.10% and 19.45%, respectively. The company's top five customers include Weichai Holding Group, Dongfeng Motor, Millison, Fujing Electronics, a subsidiary of listed company Wuhan Fangu, and Ningbo Zhuotai. The company is more dependent on its largest customer, Weichai Holding Group, and from 2020 to 2022, the company is more dependent on its largest customer, Weichai Holding Group, accounting for more than 65% of its revenue.

China's automotive transmission market can be divided into China's independent transmission brands, Sino-foreign joint venture transmission brands and foreign transmission brands, and the industry presents a "three-legged" situation. China's independent transmission brand started late but developed rapidly, transmission technology is also constantly improving, and the competitiveness of domestic transmission brands is constantly increasing. The huge potential of China's automobile market and the rapid development of automatic transmission technology have brought new development opportunities to the domestic automobile transmission market.

It is Zhongyang stock................................................................

It started from $2.43 on November 17, 2023, and rose to $7.62 in just 8 trading days, an increase of more than 3 times, which is a typical big bull stock..................................................................

In the last 1-2 months, the stock market has plummeted, and it has also fallen from 7.62 yuan to 3.34 yuan on February 5, 2024....................................................................................................................................

In the morning, it opened 0.67% higher, and the vanguard of the Far Born had already bought in.................................................

After the stock price fluctuated at 9:30, Yuansheng continued to increase its position.................................................................................... In the end, the cost was controlled at 4.58 yuan and the battle of the first battlefield of the territory was ended.......................................................

The second battlefield is that Yinzhi stock opened 0.82% lower, and Yuansheng is waiting.......................................

At 9:42, Yinzhi stock has risen to 20 yuan, an increase of 16.69%, and it rose by 30% yesterday, which is equivalent to a 2-day surge of ..............................................................................more than 46%.

The 3rd battlefield is the battle of Guoxu stock. In the morning, Guoxu stock opened 4.7% lower, and Yuansheng was waiting......................................

At 9:37, when Guoxu stock rebounded to the auspicious number of 153.98 yuan, it was already far away from the moving average, and Yuansheng decisively cleared the position.................................

Zhang Sheng: "Why clearance?" ”

Yuansheng: "In the last 1-2 weeks, it rose from 96.70 yuan to 162.99 yuan yesterday, an increase of 68.55%, as a large-cap stock with a circulating market value of more than 120 billion yuan, the profit is so rich, the selling order is very heavy, many people sell, the stock price will fall, so Yuansheng clears the position and defends the fruits of victory........................................................"

The 4th battlefield is the battle of Yanwa stock. In the morning, Yanwa stock opened 2.73% lower, and Yuansheng was waiting....................................

At 9:34, when Yanwa stock rebounded to the auspicious number of 433.98 yuan, it was already far away from the moving average........................

Zhang Sheng: "You are 333 yuan for the first time to attack Yanwa stock, it rose to 449 yuan on the second day, which is already a windfall profit of 34.8%. It is a high-priced stock, it has no mass base, it has not been fully shuffled, and it can only stay away from it for a long time..............................................................."

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After the market closed at 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: Zhongyang stock price limit. Guoxu shares rose 4%, and Yanwa stocks. up 0.01 yuan.

PS: The stock prototype of today's clearance: Yinzhi stock----- Visual and Sound Intelligence (played for 2 days, it was bought for 13.20 yuan, and the highest is 20 yuan today), Guoxu stock ---- Zhongji Innolight (played for 3 days, it was bought for 134 yuan, and the highest was 162.99 yuan on the second day), Yanwa stock --- C Nova (played for 4 days, it was bought for 333 yuan, and the highest was 449 yuan on the second day).