"The trend of this 'Kewan Real Estate' stock is a bit unbelievably strong, isn't it?"
After the market opened, Zhao Qiang, in the internal group of the 'Yuhang Faction' main speculative funds, noticed the heavily weighted 'Kewan Real Estate' stock continue to surge in volume, breaking upwards relentlessly.
Even though he had already shifted some positions to the 'real estate' sector, he couldn't help but exclaim at such a powerful trend in 'Kewan Real Estate'.
"It feels like the funds from 'Huayin Securities Shenzhen Branch' are still buying in large quantities!"
"Yesterday, these funds already bought 1.6 billion, and if they continue to buy now... their motive is truly not simple."
"Regardless of the motive, judging from the current market trend, the 'real estate' sector, this core main line, has completely become the primary driving force for the index's upward movement."
"Not only the 'real estate' sector, but also related 'grand infrastructure' main sectors like 'construction and decoration', 'building materials', 'steel', and 'cement' have been driven up."
"However, the 'new energy industry chain' remains good today."
"The 'new energy industry chain' is performing well because, on the news front, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still continuously rising."
"The price of 'lithium carbonate' has already broken through 100,000, hasn't it?"
"Indeed, it's truly exaggerated... 'Tianqi Lithium' and 'Ganfeng Lithium' have both stopped quoting prices externally."
"It feels like the 'lithium battery' sector still has great potential!"
"According to the expected demand surge in the 'new energy industry chain', the doubling gains of 'Tianqi Lithium' and 'Ganfeng Lithium', these two major 'lithium battery' upstream companies, should only be the starting point for the entire market rally."
"The future expectations and sentiment for the 'lithium battery' sector, and even the entire 'new energy industry chain' main line, are indeed quite good. However, currently... the market's liquidity situation is actually somewhat tight, with total transaction volume in both markets consistently below 600 billion.
Given this transaction volume, it feels unable to support several main lines breaking upwards simultaneously. So... the subsequent market trend will most likely still be in a rotational pattern among main lines, right? And currently... it's clear that the 'real estate' sector is the hot spot."
"Yes, I agree. After the previous sharp rise in the 'lithium battery' sector, a significant amount of profit-taking has accumulated. Without a correction, it will be difficult to continue rising."
"As for the 'real estate' sector, 'Kewan Real Estate' is the absolute leader."
"Speaking of which, I wonder about the origin of these funds from 'Huayin Securities Shenzhen Branch'. The sheer volume of capital is too substantial, isn't it?"
"A buying move of 1.6 billion at every turn is indeed very exaggerated."
"Looking at the market trend of 'Kewan Real Estate', it feels like many powerful speculative funds in the industry are intervening."
"Not only speculative funds, but with the expectation of a 'real estate' industry reversal, many institutions with more aggressive investment risk preferences and styles should also be continuously increasing their positions."
"Looking at this market trend, 'Kewan Real Estate' won't hit another daily limit, will it?"
"That's hard to say."
"In fact, one can speculate on small-cap concept stocks in the 'real estate' sector. As long as 'Kewan Real Estate', this heavily weighted leading stock, generates sentiment and room for price gains, other small-cap concept stocks in the same sector will definitely have opportunities."
"Many small stocks in the 'real estate' sector are already moving irregularly."
"Brother Sun... regarding the stock 'Kewan Real Estate', is there still no news on the information front?"
Zhao Qiang asked Sun Chengyu, tagging him in the discussion,
"Such a large-scale irregular position building by funds shouldn't happen without abnormal news!"
Sun Chengyu replied,
"Indeed, I haven't heard any news, but... there are already many rumors within the industry regarding the funds from 'Huayin Securities Shenzhen Branch'."
"What rumors?"
Zhao Qiang asked curiously.
Sun Chengyu said,
"I heard that the 'Huayin Securities Shenzhen Branch' account is being operated by a Shenzhen-based company called 'Rongke Investment Company'."
"Rongke Investment Company?"
Zhao Qiang paused, then asked,
"A private equity firm?"
"Yes."
Sun Chengyu said,
"This company is controlled by the 'Baoneng Faction'."
"Baoneng Faction?"
Zhao Qiang's heart skipped a beat,
"So the 'Baoneng Faction' is building large positions in 'Kewan Real Estate' stock? What do they want to do?"
Sun Chengyu said,
"I don't know. The 'Baoneng Faction' also has real estate businesses under its umbrella. I'm not sure why they are so urgently building large positions in 'Kewan Real Estate' stock."
"I feel this motive of the 'Baoneng Faction' is unusual!"
Zhao Qiang said.
Sun Chengyu nodded,
"I think so too."
"Brother Sun, I remember earlier, didn't 'Kewan Real Estate' Group disclose announcements related to 'Baoneng Faction's' insurance funds taking a significant stake in 'Kewan Real Estate'?"
Zhao Qiang's heart stirred, suddenly remembering this matter,
"Holy cow, could it be that Mr. Yao of the 'Baoneng Faction' has realized the fundamental reversal of the real estate industry and wants to make a big gamble with large funds in 'Kewan Real Estate', a leading company in the real estate sector?"
"It's entirely possible."
Sun Chengyu said.
"Hehe, since the 'Baoneng Faction' is intervening behind the scenes, we can perfectly follow the trend."
Others in the group responded,
"With such deep capital involvement, these funds will definitely continue to push the market upwards."
"It feels like the 'Baoneng Faction's' method of building positions and the scale of capital involvement are not merely for simple stock investment."
"Anyway, since sentiment has already risen, and related market news is still fermenting,"
Sun Chengyu said,
"Then following the trend and going long, while the 'gods are fighting', to extract some excess profit from 'Kewan Real Estate' stock, should still not carry much risk."
"Agreed."
Zhao Qiang said,
"A rare and certain speculative target."
"Actually, from a fundamental analysis perspective, the 'Kewan Real Estate' stock was already in a relatively undervalued state."
"It should be said, undervalued for many years."
"The reason 'Kewan Real Estate' stock is undervalued is because its management deliberately suppressed it, right?"
"The management of 'Kewan Real Estate' never thought about maintaining the stock price. Of course... keeping the stock price low is clearly beneficial to them. This way, the earnings per share are good, and they can massively appropriate the company's profits through dividends, thereby enriching themselves."
"Haha... it seems that this round of large-scale intervention and speculation by the 'Baoneng Faction' is like a disruptor."
"It's good to stir things up, otherwise, due to the valuation suppression of 'Kewan Real Estate' stock, the valuation of the entire 'real estate' sector wouldn't be able to rise."
"Increased valuation plus an industry fundamental reversal, it can basically be confirmed that the market trend for the 'real estate' main line is set."
"One word: 'Buy'."
Following the intense discussions among the main speculative funds within the 'Yuhang Faction' main speculative funds group, and their gradually converging bullish and long ideas.
As market trading time continued to progress.
The 'real estate' sector, which was a key focus for the vast majority of market investors, and its related 'construction and decoration' and 'building materials' sectors.
The groups of main funds gathered more and more.
The net inflow of main funds also grew larger and larger.
Among them, the highly anticipated 'Kewan Real Estate' stock, within just over half an hour of market trading.
Had already refreshed its intraday transaction volume to over 3 billion, and its stock price gain had exceeded 5%, continuing yesterday's extremely strong trend.
Of course, driven by 'real estate', 'construction and decoration', 'building materials', and the entire 'grand infrastructure' main line.
The Shanghai Composite Index also continued to open higher with increased volume and rise, officially pushing towards 3600 points.
Moreover, due to the generally amplified trading volume in both markets.
The expected logic was without problems, and at the same time, under the influence of the continuous surging prices of the two main products, 'lithium carbonate' and 'lithium hexafluorophosphate'.
Today's entire 'new energy industry chain' and the 'lithium battery' sector.
Also successfully showed a rebound, returning to a strong upward trend.
Weighted core stocks in the sector such as 'Do-Fluoride', 'Tinci Materials', 'Ganfeng Lithium', 'Tianqi Lithium', 'Penghui Energy', 'Dynavolt Technology'... once again hit new rebound highs, and even historical highs.
And driven by the profit-making effect of the 'lithium battery' main line.
The entire 'SME and ChiNext' concept, along with its numerous leading stocks from earlier, also warmed up, achieving a certain level of market height and sentiment.
Among them, 'Teli A', the 10x monster stock, once again touched the 100 yuan mark intraday.
'Meiyan Jixiang', this 'King's Woman' star monster stock, its share price also successfully stood above the 10 yuan mark, liberating all trapped positions from the first round of speculation highs in July and August.
Also, 'Baofeng Technology', the monster stock that set a record for consecutive daily limits after its initial public offering.
In this post-National Day holiday rebound, it also successfully achieved a double-digit gain, and its stock price returned to 150 yuan at this time, recovering most of its losses since trading resumed.
And in the 'film and television media' sector.
A large number of popular concept stocks such as 'LeTV.com', 'East Money', 'Huayi Brothers', 'Enlight Media'... also continued their previous rebound trend, setting new highs for this round of rebound, against the backdrop of gradually increasing overall market profit-making effects and continuously rising investor risk appetite.
In short, after the Shanghai Composite Index consistently fluctuated and consolidated around 3500 points.
The surge in the heavily weighted 'Kewan Real Estate' stock almost completely ignited another round of concentrated bullish enthusiasm in the market, bringing the market rebound originating from the National Day holiday to an emotional climax, and at the same time, giving rise to countless 'bull return' market voices.
Just as this bullish market sentiment and investor risk appetite continued to climb.
Everyone's expectations for the future market were getting higher and higher, more and more optimistic.
And they were willing to continuously invest funds, willing to further increase long positions near 3600 points on the Shanghai Composite Index, to free the trapped positions accumulated during the previous two stock market crashes.
In the afternoon, however, the market situation suddenly changed dramatically.
The 'grand finance' main line, which served as the market's ballast, suddenly underwent a full-scale correction.
Extremely heavy selling pressure appeared on the market for 'Four Major Banks', 'Two Barrels of Oil', 'core insurance stocks', 'weighted brokerage stocks', and others.
However, the full-scale correction of 'grand finance'.
Did not significantly affect the overall market trend.
Amidst the Shanghai Composite Index's correction and decline, the real estate sector, which was the core of market sentiment and also had the strongest profit-making effect, along with the 'lithium battery' sector, continued to gather main funds, coalesce new groups of follower funds, and persist in breaking upwards, opening up new market space.
As for within this...
And had further attracted the attention of a wide range of market investors.
And, with news regarding the 'Baoneng Faction's' large-scale intervention still fermenting, 'Kewan Real Estate' stock once again surged in volume to over 6 billion, with its price being continuously pushed up against the trend by an endless stream of buying funds, nearing the daily limit, causing this stock to leap past its previous bull market high and set a new historical record.
Of course, as 'Kewan Real Estate' stock broke through its bull market high and set a new historical record.
Rumors about the 'Baoneng Faction's' large-scale position intervention with ulterior motives also intensified, gradually attracting the attention of 'Kewan Real Estate' Group's management.
(End of Chapter)