Rebirth: The Financial Giant

Chapter 566: [Technology shadow stock concept]

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Lu Ming stayed at Tianchi Technical Headquarters for about two hours before leaving and got into his own car. Soon Han Qiulin also got into the car from the other side.

The convoy slowly drove away from here, and Lu Ming, who was sitting in the car, suddenly said, "Do you know why Tiansheng is able to deeply intervene in the entire new energy industry chain so smoothly?"

Han Qiulin, who was sitting next to her, shook her head after thinking about it. 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 bypass the "Tiansheng circle of friends" that Lu Ming has built over the years, and raw material suppliers such as lithium, cobalt, nickel, graphite and rare earth upstream of the new energy industry;

Midstream suppliers of lithium batteries, motors, electronic controls and other components, including electrolytes, positive and negative materials, separators, structural parts, battery assembly and other manufacturers in the lithium battery industry chain segment;

As well as the production-level operators of downstream complete vehicles and charging piles, almost the best companies in the entire ecological chain of the new energy industry, and almost all subdivided leading companies have a common major shareholder - Tiansheng Capital.

In other words, Tiansheng Capital has a de facto monopoly position in this industry, with strong market pricing power, huge market share, and super market dominance, making it the uncrowned king.

It is no exaggeration to say that anyone who wants to be involved in this industry is unwilling to offend Tiansheng Capital, otherwise it will be difficult to have a living space in this field.

Lu Ming turned his head and glanced at Han Qiulin and looked at her for a moment, then looked away and said slowly: "The result of the national strategic needs, in the country coincides with the stage of industrial adjustment, the old and the United States suddenly launched a trade war, which forced the We had to adjust, so we called out such a strategic bottom-line thinking and prepared to be cut off and decoupled by the old and the United States."

Speaking of which, Lu Ming snapped his fingers and said: "Being prepared means that you must achieve self-sufficiency in technology, capital, equipment, etc., among which we are extremely dependent on imports for energy issues, and we cannot be self-sufficient in raw materials. Self-sufficiency, what should we do? Of course, we have to consider the energy transition, so how to transition? The answer is new energy! These are the results of strategic bottom-line thinking.”

Han Qiulin couldn't help but nodded lightly, and said thoughtfully: "So, Tiansheng Capital's massive investment in electronic semiconductors and new energy over the years is a perfect fit for the needs of national strategic development."

Lu Ming said with a smile: "Tiansheng Capital's strategy is finished 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. What the country needs and wants to do, then it will work hard in this direction. That's right, a high-level summary is..."

Having said that, Lu Ming turned his head to look at Han Qiulin: "We must have the awareness of focusing on the overall situation of the country, grasping the core issues, and aligning with the country."

In the next few years, the market value of semiconductor technology companies and new energy listed companies has doubled and skyrocketed. The basic logic behind it is that the national strategy is adjusted in this direction, and it has risen to the national strategic level. The pulse of the times is here. Jumping, standing under such a tuyere is hard not to think about taking off.

From this perspective, it can be said that Tianchi technology carries a major mission, which is why Lu Ming pays so much attention to it.

...

As the time entered mid-to-late January, news about the advancement of the Science and Technology Innovation Board was continuously disclosed, and the list of the first batch of companies listed on the Science and Technology Innovation Board gradually surfaced.

On Saturday, January 19th, a heavy news was revealed. 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 in the middle. It was rumored that Lu Ming cut off Hu at the juncture of the eve of the listing, but Tiansheng Capital has not made any comments on this matter.

The attention of Tianchi technology is also high. The industry claims that this is the "pro son" of Tiansheng Capital. Rumors have been holding back the big move, and the market has also given high expectations.

All in all, news related to it has also begun to be released continuously, and they have begun to land.

The capital market has also begun to conduct in-depth exploration, and many funds are trying to connect this hot spot to find points that can be hyped.

Institutions, hot money, big players, and speculative funds are not idle.

Lao Yang is enough to belong to the so-called "smart money" group in the market, and the news was immediately followed by him. News related to Tiansheng Capital is the object of Lao Yang's focus.

After all, his own core investment target is Tiansheng Holdings.

With the continuous advancement of the news of the launch of the Science and Technology Innovation Board, especially the new news released this weekend, Lao Yang faintly realized that the new market speculation direction seems to be coming to the surface.

The New Year's Eve big demon Dongfang Communication Sky Floor is followed by a one-word limit down. Don't think that it will be a one-word limit for tomorrow. The main force has already run away, and there is not even a self-help statement.

In short, the old demon is dead, but the death of a big demon also means that a new big demon is about to be brewed in the market, and this is often accompanied by new hot spots.

No one knew about the demon stocks before they came out, but Lao Yang believes that there is a high probability that the new demon stocks in the big A and the two cities will be related to 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 Sci-tech Innovation Board. First, the scarcity of targets is a problem at the beginning, and secondly, the threshold of the Sci-tech Innovation Board is there, and retail investors cannot enter. It means that leeks cannot be cut, and the Sci-tech Innovation Board must have more sickles than leeks, not to mention that there will be no demon shares, but it must be much less than that of 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 soon a hype routine emerges in his mind - shadow stocks!

The STAR Market is about to open, so with this major hot spot, will the shadow stocks of companies listed on the STAR Market be hyped by funds?

Lao Yang thinks this is a high probability event.

In the stock market, there is a kind of stock called shadow stock, which means that the industry in which a listed company is located is similar to that of another company preparing to go public, then the company that has been listed is called shadow stocks.

The reason for this is that another company that is preparing to go public will usually be hyped up after its new shares go public, so once the company is ready to go public, the shadow shares will be the first to be hyped by the market.

However, this hype is only short-lived. After all, the rise and fall of shadow stocks has nothing to do with the stocks that are about to go public.

The characteristics of this type of stocks are erratic, like a shadow, so they are called shadow stocks.

However, once the shadow stocks broke out, the increase was very amazing, and the fall after the hype ended was equally astonishing.

The hype, the back is basically a chicken feather ending.

...

On the weekend of January 20, Lao Yang WeChat group.

"The big guys are mobilized. I estimate that the next market leader is a hype about the concept of shadow stocks on the Science and Technology Innovation Board. It's not the next one, it's the next one. It is certain that it is a speculation about the concept of shadow stocks on the Science and Technology Innovation Board. It should come out within the time before the opening of the STAR Market." Lao Yang said in the group, as soon as the STAR Market opens, the expectations are over, 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. As soon as possible, we can dig out the shadow stock that is most likely to be a demon from the market, or find a target that is most suitable for speculation. It is not impossible for us to do the first one."

With the amount of funds Lao Yang and the others have now, it is not easy to take the initiative to create a demon stock, but it is not completely impossible, but it is very risky. Once the market does not approve and no one accepts it, then this stock will be rotten in the hand. Moreover, if you choose the bids carelessly, you will lose everything if you encounter the evil villas lurking in them. For example, the operation of the major shareholders to reduce their holdings after the promotion is absolutely unbearable. 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 tantamount to finding a needle in a haystack!"

Lao Yang suddenly said: "The scope is not so large. This time the science and technology innovation board opens, we still don't know which of the first batch of companies are listed, but no matter what these companies are, the most beautiful ones are nothing more than confirmed. Two, and both are related to Tiansheng Capital."

Group friends: "Lao Yang, do you mean to say that the shadow shares of Duoduo and Tianchi Technology?"

Lao Yang: "Yes! If you want to hype the concept of shadow stocks on the Science and Technology Innovation Board, you must focus on the most beautiful cubs, and look through all the companies that may be listed on the Science and Technology Innovation Board. There is no 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 can compare to the two confirmed now."

Then Lao Yang further analyzed: "Both Pinduoduo and Tianchi technologies can tell stories, let's talk about Pinduoduo first, the current valuation given by the capital market is about 30 billion US dollars ~ www.wuxiamtl.com~ about 210 billion yuan, a proper large-cap stock; then Tianchi Technology is currently a little confused by its valuation in the capital market, and Tiansheng Capital has not given the latest valuation reference."

Lao Yang continued: "But compared to the current Biyadi, the company's current market value is more than 100 billion yuan, the layout of the first brother in new energy, and the halo effect of the first brother, I think Tianchi Technology's estimate The value can be higher than that of BYD, or it can be directly benchmarked against Tesla, and the current market value of about 50 billion US dollars is more than 300 billion yuan.”

Lao Yang: "Let's give a rough valuation of 250 billion to Tianchi Technology. No matter what, it is a listed company of the same magnitude as Pinduoduo. The performance of the new energy sector is very bad now, but this industry is also about Great place for a story."

Obviously, everyone understands that Lao Yang's conclusion is that the concept of shadow stocks on the Science and Technology Innovation Board is hyped. The demon stocks that can come out are most likely to be the shadow stocks of Duoduo or Tianchi Technology.

Because these two listed companies have large stocks, they can tell a grand prospect story with logical support. Telling a story is to tell the future expectations, and they are both "first brother concept stocks", so it is necessary to hype the shadow stocks of the Science and Technology Innovation Board. , there is nothing more suitable than the related subjects of these two listed companies.

...

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