I can get rich by brushing my emotions

"Honey, try my mushroom chicken noodle soup."

In the early morning of the next day, Su Yinuo put a bowl of steaming hot noodles in front of Yuan Ze, looked at him with a smile, and waited for his evaluation after tasting.

Yuan Ze picked up the chopsticks, twirled the noodles, tasted them, and praised: "Not bad, there is progress, this time the taste is much better than last time."

Su Yinuo rolled his eyes with a smile, and said happily, "Yeah, as long as you like it."

Yuan Ze encouraged: "Come on, try to do better in the future, I can only count on you to fill my appetite for the rest of my life."

Su Yinuo nodded her chin: "Don't worry, I will definitely learn how to cook well. After I become a chef, I will cook delicious food for you every day."

After breakfast, Yuan Ze sat on the sofa in the living room and rested for a while.

With a slight movement of his mind, he opened the personal interface and checked yesterday's income.

From the heads of Tan Yuan, Shi Xin and Cao Qian, they received a total of 980 million yuan in online transfers.

After deducting the expenses of 18, the rest is basically net income.

In addition, the 1500 million Rolls-Royce Phantom that Hu Xu gave was a surprise.

However, the biggest surprise yesterday was actually Kang Lei's sudden refresh of future events.

Compared with the last big event in mid-May, the number of specific targets mentioned in this big event has increased from two to five.

Due to the popularity of new energy and the fact that various departments have been issuing documents to support it, the content of this big event is still related to new energy.

Of course, compared with the last new energy vehicle and its industrial chain, this big event is more inclined to new energy green energy and its industrial chain.

Because this big event involved a lot of content, Yuan Ze just glanced at it briefly yesterday to get a general idea, and didn't read all of it.

There was time right now, so he concentrated his mind and carefully browsed through the entire content of this major event.

[Kang Lei's personal future event]:
1. On Tuesday, June 6, after several consecutive days of changes in the perovskite battery and photovoltaic sectors, Kanglei listed Ganneng Group (28), with a closing price of 000899 yuan on that day.

The next day, Ganneng Group opened low and fluctuated. Kang Lei endured until the opening in the afternoon. Seeing that there was no improvement, he was disheartened and left at 1:03 p.m. with a stop loss of 2 points.

Four minutes later, suddenly funds entered the market and ignited the fire. Ganneng Group successfully closed the daily limit at 4:1 p.m., closed the second consecutive board, and quoted a price of 35 yuan.

Kang Lei’s retail investors’ sentiments were broken again, and he watched Ganneng Group’s three-, four-, and nine-linked boards... until July 7, Friday, the highest intraday price of Ganneng’s shares reached 22 yuan, and the closing price was 17 yuan .

Missing a bull stock, Kang Lei beat his chest and stamped his feet, regretting endlessly, and began to reflect on where he was wrong, and recounted the factors that contributed to the surge of Ganneng Group during this period.

(1) A wholly-owned subsidiary of Ganneng Group intends to invest in agricultural photovoltaic complementary ground photovoltaic power generation projects. In addition, the 5MW distributed photovoltaic power generation project of a city sewage treatment Co., Ltd. invested and constructed by its holding subsidiary Yuchen Wisdom has successfully connected to the grid for power generation.

(2) The Group claims that the third phase of Fengdian is a 2X100 million kilowatt ultra-supercritical generating set, and the project construction is currently in progress.

(3) The controlling shareholder signed the "Regional Pumped Storage Power Station Project Investment Cooperation Agreement" with the local government, marking that energy storage and energy storage installations are expected to usher in a rapid increase in volume.

(4) In the right time window, if you successfully win the favor of market funds, the hot chicken can be hyped to the sky.

……

The first target is related to Ganneng Group.

A while ago, due to supercritical power generation, this ticket attracted a group of funds to go long, and it pulled a few daily limits, but there was no continuity.

Yuan Ze took out his mobile phone and clicked on the stock trading software to have a look.

The target is in a state of shock and consolidation. The closing price last Friday was 5.82 yuan. Compared with the rise in less than a month in the future, the stock price can reach as high as 17 yuan, which is a huge increase.

Turning off the phone, Yuan Ze concentrated his attention on the plug-in interface again.

2. On July 7th, Tuesday, the concept of vanadium batteries changed, and the Panzhihua Iron and Steel Group (5) with a market value of tens of billions continued to rise by the limit. Seeing this, Kang Lei felt that a new theme might be coming, so he stepped in, and the closing price of the day was 000629 yuan .

The next day, the Panzhihua Iron and Steel Group's board was blown open. The moment the board was opened, Kang Lei panicked and ran away with his whole warehouse.

On July 7, Thursday, Panzhihua Iron and Steel Group had the highest intraday quotation of 21 yuan, and the closing price was 7.87 yuan.

Although this stock is not a big bull stock with the same board, its rising trend this time made Kang Lei curious and studied it.

(1) Panzhihua Iron and Steel Group has mastered the production technology of vanadium electrolyte and has the strength to continue to expand the production scale of vanadium electrolyte.

(2) The "Strategic Cooperation Agreement" has been signed with a certain company, and the "Tripartite Cooperation Agreement" and "Consigned Processing Agreement of Vanadium Energy Storage Medium for All-vanadium Redox Flow Batteries" have been signed with two other companies within the scope of the agreement.

(3) The vanadium battery and vanadium redox flow battery energy storage system welcomes the first GWh-level centralized procurement. The company's ammonium polyvanadate raw material is processed into vanadium energy storage medium, which is used in a national demonstration of flow battery energy storage peak-shaving power station in a provincial capital city Project (Phase [-]) is in progress.

……

The second target is an established enterprise specializing in vanadium and titanium products.

It took a car with the concept of vanadium batteries, which is why there is this wave of hype and rise.

Last Friday's closing quotation was 3.59 yuan, and the highest quotation in this wave of rise was 7.87 yuan. Although the increase was not as high as that of Ganneng Group, it also doubled the income.

And the most important thing is that the target plate is much larger than that of Ganneng Group, and there are more positions that can be entered.

Yuan Ze continued to read the content of the subsequent major events.

The third target is Dalian Industry (3) with the concept of wind power.

According to the news of the big event, the company is a large-scale key enterprise in the national heavy machinery industry. It has formed metallurgical machinery, lifting machinery, bulk material handling machinery, port machinery, energy machinery, transmission and control systems, marine parts, engineering Nine major product structures including machinery and marine engineering machinery.

Of course, the above-mentioned fields are miscellaneous, and there is no obvious trick.

The reason for Dalian Industry's rise in July is mainly because the company's net profit in the first half of the year has increased by more than 7%, and among them, the operating income of wind power parts and components has increased significantly.

Therefore, this target is actually speculating on the concept of wind power equipment. In addition, there are also some concepts of robots superimposed.

Judging from the content of Kang Lei’s big event, Dalian Industry will end its upward trend around July 7. The lowest stock price in the range is about 22 yuan, and the highest stock price is close to 4.3 yuan. It is also a stock that has doubled within a month.

……

The fourth target is Jinzhi Company (4), which is superimposed with multiple concepts.

The company has some involvement in photovoltaic integrated systems, energy storage, robots, virtual power plants and other fields, and its business is very complicated.

In the rising range of major events in the future, the lowest quotation of Jinzhi Company's stock price is around 9 yuan, and the highest quotation is around 20 yuan.

There is no suspense, it is still a stock that can double within a month.

……

As for the fifth target, it is also a stock with multiple concepts superimposed, Xishan Road and Bridge (5).

Its hype points include photovoltaic power plants, charging piles in expressway service areas, large infrastructure, and the Belt and Road Initiative.

The lowest quotation in the interval is around 4 yuan, and the highest quotation is more than 8 yuan, but less than 9 yuan.

Same as the previous ones, it is also a double ticket in July.

……

After browsing all the content of Kang Lei's future major events, Yuan Ze made another summary of all the targets.

First of all, the codes of the five targets this time all start with 000, which means that they all belong to the Shenzhen Stock Exchange.

In fact, stocks listed on the Shenzhen Stock Exchange are indeed easier to speculate on, because the controls are not as strict as those on the Shanghai Stock Exchange.

Secondly, Ganneng Group, Jinzhi Company, and Xishan Road and Bridge all have the concept of photovoltaics. Panzhihua Iron and Steel Group is speculating on vanadium batteries, and Dalian Industry is relying on wind power equipment.

In addition, Ganneng Group, Panzhihua Iron and Steel Group, and Dalian Industry are all two-financing projects that can be leveraged, while Jinzhi Company and Xishan Road and Bridge cannot.

The doubling trend of these five stocks in the next July can also be regarded as a short-term speculative hype direction for Big A in July.

Photovoltaics, energy storage, wind power, robots, virtual power plants, and vanadium batteries are all directions worth exploring at present.

"Now, there are targets that can be invested, and we can get in next Monday depending on the situation!"

Yuan Ze pondered in his heart, and logged into the mobile bank with his mobile phone to check the balance.

At present, there are more than 2400 million balances in the bank account. This part of the money needs to be reserved for several million, and only about 2000 million can be invested in it. Double the leverage can reach 4000 million.

In terms of personal capital, Yuan Ze doesn't have much in his hands.

But it doesn't matter, Kang Lei and Hu Xu are still eagerly looking forward to cooperating with Yuan Ze, they should have a lot of disposable cash.

"This time there are five doubling bids, and there are even three that can be financed. I don't know how much Kang Lei and Hu Xu are willing to invest in it. If you invest less, it will be meaningless. Let's pull him in for a while." Let's meet and find a way to trick them into investing more money!"

With this in mind, Yuan Ze dialed Kang Lei with his mobile phone.

"Hey, Brother Kang, make an appointment with Mr. Hu. Let's meet at your hotel at noon, have a drink, and talk about the future investment direction by the way."

"Hey, okay, just let me arrange it!"

Kang Lei was overjoyed when he heard the words, he responded and immediately went to make arrangements.

……

noon.

Royal Court Hotel, in the big box on the 5th floor.

Yuan Ze, Kang Lei, and Hu Xu were sitting around a dining table, each with an arm around a beautiful waiter.

With beautiful company, drinking wine, tasting delicious food, talking and laughing happily, the atmosphere in the room is very harmonious.

After drinking for three rounds, talking and laughing, finishing the hand addiction, and kicking out all the pretty waiters, the three of them finally got down to business.

"Mr. Yuan, I remember you said yesterday that there will be a new market next week. I must have heard it right?" Hu Xu asked.

Yuan Ze nodded slightly: "That's right, the current market for new energy vehicles has basically come to an end and is at a high level. Even if there is a rebound in the future, it will only be a supplementary increase in a local area, and there is not much value for participation.

When one main line dies, another main line will rise again. Not surprisingly, there will be a new wave of rising prices in July.

But the current market is mixed with fish and dragons, and there is no obvious big track, so we just follow the policy trend. "

Hu Xu and Kang Lei nodded, looking at Yuan Ze seriously, waiting for his next words.

Yuan Ze went on to say: "At present, the mainstream outlets that are relatively well-known are undoubtedly related to new energy, such as perovskite batteries and wind power equipment, one belongs to photovoltaics, and the other belongs to new energy special equipment.

There are many concepts derived from these two fields, such as upstream and downstream design and materials, integrated buildings, green power storage, virtual power plants and other industrial chains.

In the final analysis, they are actually concepts or branches in the field of green energy.

However, as far as the current trend of the two sectors of photovoltaic and new energy special equipment is concerned, they are far from reaching their peaks. "

With that said, Yuan Ze took out his mobile phone, opened Flush and clicked into the photovoltaic concept, and said:
"Taking photovoltaics as an example, the highest point last year was around 3437, but now it is only 3087, which is still more than 300 points away from last year's highest point.

Looking at the special equipment sector, the highest point last year was 4768, but now it is only 4077, a difference of nearly 700 points.

Of course, due to the recurrence of the mask disease this year, the economic downturn, and the lack of strength in the market index, we can lower our expectations. We don’t need to make new highs, but at least we have to touch the buttocks of new highs, right? "

Yuan Ze put down his phone, took a sip from his wine glass, and said:

"Moreover, the current international situation is grim. In order to prevent being stuck in energy, domestic investment in photovoltaics and wind power will definitely continue to increase in the future, which is basically a clear sign.

In addition, it is certain that this year's installed capacity of photovoltaic and wind power will break new highs, and there have been reactions to varying degrees on the news.

Therefore, I personally think that these two fields are worth digging deeply in the next July.

Especially in the photovoltaic sector, the current momentum is fierce, but there has not been a real photovoltaic leader.

When the photovoltaic sector hits a new high, and the real leader comes out, and it is confirmed that it has weakened, then it is time to be careful about the market's downfall.

But right now, it's far from that point. "

Kang Lei was thoughtful: "According to what you said, brother, is it close to green electricity and carbon neutrality?"

Yuan Zedao: "It's a bit of green electricity and carbon neutrality, but it's more an issue of energy transformation, but the current market is still relatively chaotic, and there may be other sectors involved in the PK.

But in general, in the next July and August, there will be greater certainty in the two directions of photovoltaic concepts and new energy special equipment. "

Hu Xu asked: "Then Mr. Yuan, do you have a specific target?"

Yuan Ze said: "Yes, I have screened out a total of 5 potential targets in the past few days."

Kang Lei was surprised: "5 bids, so many?"

Yuan Ze smiled and said: "That's right, it is indeed a little more than last time, so this time the investment space is also relatively large. Brother Kang, Mr. Hu, if you two have enough spare money on hand, I suggest you invest more .

The 5 bids this time are overall a little more stable than last time, and all of them have been strictly screened by me to basically eliminate the risk.

Even if you don't make much money by investing in it, you can still get out of it without losing money. "

Kang Lei said excitedly: "You've already said that, brother, so I'll invest more this time. Last time, his grandma only invested 3000 million. Just watching you and Lao Hu eat big meat, I'm so hungry."

Yuan Ze blinked and asked, "Then how much do you plan to vote Brother Kang this time?"

Kang Lei's eyes flickered a few times, and after thinking for a moment, he patted the table and gritted his teeth: "I can take out a maximum of 1.2 million in working capital at the moment, and plan to invest all of it, brother, is it okay?"

"Of course it's okay, Mr. Hu?" Yuan Ze nodded, and turned his gaze to Hu Xu again.

Compared with Kang Lei's 1.2 million yuan, he is more curious about how much money Hu Xu can invest.

……