Chapter 566 [Science and Technology Shadow Stock Concept]
Lu Ming stayed at Tianchi Technology Headquarters for almost two hours before leaving and getting into his own car. After a while, Han Qiulin also entered the car from the other side.
The motorcade slowly drove away. Lu Ming, who was sitting in the car, suddenly said: "Do you know why Tiansheng can be so smoothly involved in all major links of the entire new energy industry chain?"
Han Qiulin, who was sitting next to her, heard this and shook her head after thinking about it. Then she turned her head and looked at Lu Ming curiously, waiting for his next words.
In today's new energy industry ecological field, it is almost difficult to avoid the "Tiansheng Circle of Friends" that Lu Ming has laid out and built over the years, including raw material suppliers such as lithium, cobalt, nickel, graphite and rare earths in the upstream of the new energy industry;
Midstream suppliers mainly include lithium batteries, motors, electronic controls and other components, including electrolytes, positive and negative electrode materials, separators, structural parts, battery assembly and other manufacturers that segment the lithium battery industry chain;
As well as downstream production-level operators of complete vehicles and charging piles, almost the best companies in the entire new energy industry ecological chain, and almost all the leading companies in the segment have a common major shareholder - Tiansheng Capital.
In other words, Tiansheng Capital has an actual monopoly position in this industry, strong market pricing power, huge market share, and super market dominance. It can be called the uncrowned king.
It is no exaggeration to say that those who want to work in this industry are not willing to offend Tiansheng Capital, otherwise it will be difficult to survive in this field.
Lu Ming turned his head and glanced at Han Qiulin for a moment, then looked away and said slowly: "As a result of the national strategic needs, the country coincides with the stage of industrial adjustment, and the United States suddenly launched a trade war, which forced
We had to adjust, so we adopted such a strategic bottom-line thinking and were prepared to be cut off and decoupled from the United States."
At this point, Lu Ming twitched his fingers and said: "Being prepared means that you must be self-sufficient in technology, capital, equipment, etc. Among them, we are extremely dependent on imports for energy issues, and we cannot be self-sufficient in energy raw materials.
Self-sufficiency, what should we do? Of course we have to consider energy transformation, so how to transform? The answer is new energy! These are the results of strategic bottom-line thinking."
Han Qiulin couldn't help but nodded slightly and said thoughtfully: "In this way, Tiansheng Capital's heavy investment in the fields of electronic semiconductors and new energy over the years perfectly meets the needs of national strategic development."
Lu Ming said with a smile: "Tiansheng Capital's strategy can be said in one sentence. It actively responds to the call of the country, is highly consistent with the national interests, and always stands with the country. Whatever the country needs and what it wants to do, then work hard in this direction.
That's right, a high-level summary is..."
Having said this, Lu Ming turned to look at Han Qiulin: "We must have the awareness to focus on the overall situation of the country, grasp the core issues, and be in line with the country."
In the next few years, the market values of semiconductor technology companies and new energy listed companies have doubled and skyrocketed at every turn. The basic logic behind this is that the national strategy will be adjusted in this direction and has risen to the national strategic level. The pulse of the times is here.
Jumping, standing under such a storm, it is difficult not to take off.
If we look at it from this perspective, Tianchi technology has an important mission in the larger world, which is why Lu Ming attaches so much importance to it.
…
As time enters mid-to-late January, news about the advancement of the Science and Technology Innovation Board continues to be disclosed, and the list of the first batch of companies listed on the Science and Technology Innovation Board gradually emerges.
On Saturday, January 19, a big news came to light. Pinduoduo has confirmed that it will be listed on the Science and Technology Innovation Board. In addition, Tianchi Technology will also be listed on the Science and Technology Innovation Board. It can be said that these two companies have attracted much attention.
.
The former planned to go public in the United States last year, but the plan was withdrawn midway. There were rumors that Lu Ming had his head cut off at the critical moment before the listing, but Tiansheng Capital did not make any comment on this matter.
Attention to Tianchi Technology is also high. The industry claims that this is the "son" of Tiansheng Capital. It is rumored that it has been holding back a big move, and the market has also given high expectations.
All in all, news related to it has begun to be released and implemented one after another, and the countdown to the opening of the Science and Technology Innovation Board has entered the last five months.
The capital market has also begun to dig deeper, and many funds are trying to connect these hot spots to find points that can be speculated on.
Institutions, hot money, large investors, and speculative funds are not idle.
Lao Yang belongs to the so-called "smart money" group in the market, and the news is also the first thing he pays attention to. News related to Tiansheng Capital are the objects of Lao Yang's focus.
After all, his own core investment target is Tiansheng Holdings.
As the news about the launch of the Science and Technology Innovation Board continues to advance, especially the new news released this weekend, Lao Yang is vaguely aware that a new direction of market speculation seems to be coming to the surface.
The New Year's Eve demon Dongfang Communication's sky and floor followed by another daily limit-down. Don't think about it, tomorrow and Monday will definitely be a daily limit-down. The main force has already run away, and there is no possibility of self-rescue.
In short, the old monster is dead, but the death of a big monster also means that the market is about to brew a new big monster, and this is often accompanied by new hot spots.
No one knew about the monster stocks before they came out, but Lao Yang believes that the next new monster stocks in the big A and two cities have a high probability to be related to the Science and Technology Innovation Board. Regardless of whether they are released or not, we cannot ignore this major hot spot of the Science and Technology Innovation Board.
At present, what Lao Yang can be sure of is that demon stocks will definitely not appear on the Science and Technology Innovation Board. Firstly, the scarcity of underlying stocks is a problem at the beginning. Secondly, the threshold of the Science and Technology Innovation Board is set there, and retail investors cannot enter.
This means that you can’t cut leeks, and there are definitely more sickles than leeks on the Science and Technology Innovation Board. It’s not to say that there will never be monster stocks, but they are certainly much less than those on the main board.
Even so, Lao Yang still believes that the hot spot of the Science and Technology Innovation Board can still be hyped by the market. After working in Big A for more than ten years, he has experienced a lot and quickly came up with a hype routine in his mind - shadow stocks!
The Science and Technology Innovation Board is about to open. So with the help of this major hot spot, will the phantom stocks of companies listed on the Science and Technology Innovation Board be speculated by funds?
Lao Yang thinks this is a high probability event.
In the stock market, there is a kind of stock called shadow stock. It refers to that the industry of a listed company is similar to the industry of another company preparing to be listed. Then the listed company is called
Shadow stocks.
The reason why I say this is because another company that is preparing to go public will usually be highly speculated after its new shares are listed. Therefore, once this company is ready to go public, the shadow stocks will be the first to be speculated by the market.
However, this hype is only short-lived. After all, the rise and fall of shadow stock prices has nothing to do with the stocks that are about to be listed.
The characteristic of this type of stocks is that they are erratic and like a shadow, so they are called shadow stocks.
However, once shadow stocks break out, their rise will be astonishing, and their fall after the hype is over will be equally astonishing.
It's just a hype, but it basically ends with nothing but feathers.
…
On the weekend of January 20th, Lao Yang’s WeChat group.
"Everyone, mobilize. I estimate that the next market leader in monster stocks will most likely be the hype of the concept of shadow stocks on the Science and Technology Innovation Board. Either the next one will be the next one. It is certain that it will be the hype of the concept of shadow stocks on the Science and Technology Innovation Board."
We should come out before the Science and Technology Innovation Board opens." Lao Yang said in the group. As soon as the Science and Technology Innovation Board opens, expectations will end and the hype will naturally end.
Immediately, a group friend said: "Lao Yang, just tell us what to do."
Lao Yang: "It's very simple. It's not impossible for us to be the first to dig out the shadow stocks that are most likely to go crazy in the market as soon as possible, or find the most suitable target for speculation."
With the current amount of funds of Lao Yang and others, although it is not easy to take the initiative to create a monster stock, it is not impossible, but the risk is very high. Once the market does not recognize it and no one takes it, then the stock will be in your hands.
Moreover, if you choose the target carelessly, you will lose all your money when encountering evil dealers lurking inside. For example, the major shareholder's saucy operation of reducing his holdings after a promotion is absolutely unstoppable. At this time, you can only be dumbfounded.
At this time, Brother 8000 said in the group: "How can we identify more than 3,000 targets in advance? This is too difficult, it is like finding a needle in a haystack!"
Lao Yang immediately said: "The scope is not that big. When the Science and Technology Innovation Board opens this time, we don't know the first batch of companies listed on the market, but no matter what companies are in this batch, the most beautiful ones among them are nothing more than the ones that have been confirmed.
Two, and both are related to Tiansheng Capital."
Group friend: "Lao Yang, do you mean the shadow stocks of Pinduoduo and Tianchi Technology?"
Lao Yang: "Yes! If you want to speculate on the concept of shadow stocks on the Science and Technology Innovation Board, you must focus on the most beautiful ones. After searching through all the companies that may be listed on the Science and Technology Innovation Board, there is no one that attracts more attention than these two, unless
Suddenly there was news that ByteDance was going to be listed on the Science and Technology Innovation Board, otherwise no one would be able to compare with the two companies that are now confirmed."
Then Lao Yang further analyzed: "Both Pinduoduo and Tianchi technology can tell stories. Let's talk about Pinduoduo first. The current valuation given by the capital market is about 30 billion US dollars, which is about 210 billion yuan, which is appropriate.
large-cap stocks; then Tianchi Technology’s current capital market is a little confused about its valuation, and Tiansheng Capital has not yet given the latest valuation reference.”
Lao Yang continued: "However, compared with the current BYD, the company's current market value is more than 100 billion yuan, and Yi Ge's layout in new energy, coupled with Yi Ge's halo effect, I think Tianchi Technology's valuation is
The value can be higher than that of BYD, or it can simply be compared directly with Tesla. The current market value of about US$50 billion is more than 300 billion yuan."
Lao Yang: "Let's compromise and give Tianchi Technology a rough valuation of 250 billion. No matter what, it is a listed company on the same level as Pinduoduo. The current performance of the new energy sector is very poor, but this industry is also about
Great place for stories.”
Obviously, everyone understands. Lao Yang’s conclusion is that the concept of shadow stocks on the Science and Technology Innovation Board is hyped. The most likely ghost stocks to emerge are the shadow stocks of Pinduoduo or Tianchi Technology.
Because the stocks of these two listed companies are large, they can tell a grand prospect story with logical support. Storytelling means telling future expectations. At the same time, they are both "first brother concept stocks", so they must speculate on the shadow stocks of the Science and Technology Innovation Board.
, there is no more suitable target than the related targets of these two listed companies.
