And, due to the clear motives of 'Baoneng Group' manipulating the market.
Funds following the speculation to buy into 'Kewan Real Estate', whether floating capital or retail investors, were becoming more and more numerous.
Of course, on the market, many institutions and retail investors also seized the opportunity of 'Baoneng Group' pushing up prices and 'Kewan Real Estate' stock soaring to harvest profits.
Su Yi gazed at 'Kewan Real Estate', which continued to rise sharply with increased volume, still having no intention of reducing positions to take profits.
In his view...
At this moment, the drama of 'Baoneng Group' and 'Kewan Real Estate' Group's current management fighting for control had only just begun to unfold in the market.
Both sides, in their struggle for control.
At this stage, they would definitely find ways to increase their holdings, or the holdings of parties acting in concert.
Meanwhile, the off-market equity structure had already been divided.
Without the direct involvement of 'Huarui Group', and having continuously reduced their holdings over the years to less than 15% of the shares, 'Kewan Real Estate' management would be absolutely unable to resist such a hostile takeover by 'Baoneng Group'.
That is to say, at this time, both sides would definitely go all out, increasing their stakes either from the secondary market or the primary market.
Thus, the 2 billion chips he currently held became quite scarce.
"Do you think 'Baoneng Group' can acquire a larger equity stake than 'Kewan Real Estate's' current management through this method, thereby controlling 'Kewan Real Estate' Group?"
As Su Yi patiently watched the market trends, thinking about how to exit with profit later, Xu Qiao, having further increased her position in 'Kewan Real Estate' stock within the 'Modu Ultra-Short Gang' main floating capital group he was in, raised a question,
"I feel the probability of this succeeding should be very small."
"'Baoneng Group' should still have at least a fifty percent chance of controlling 'Kewan Real Estate', right?"
Old Zhang pondered for a moment and said,
"At the current stage, the entire management of 'Kewan Real Estate' does not control a large proportion of shares, with total holdings not exceeding 15%. And according to everyone's speculation, 'Baoneng Group's' current shareholding should also be close to 15%.
Also... if they weren't quite confident, 'Baoneng Group's' boss Yao probably wouldn't have spoken out publicly, and at the same time... 'Kewan Real Estate's' management wouldn't have been so furious and publicly denounced them, right?
Since 'Kewan Real Estate's' management is so furious. It shows that they are actually worried inside. Regarding the current equity structure of 'Kewan Real Estate', besides 'Huarui Group' being unshakeable. Most of the remaining chips are in the secondary market. However, the fervor in 'Kewan Real Estate's' secondary market has already ignited.
Whether it's 'Kewan Real Estate's' management or 'Baoneng Group' wanting to substantially increase their shareholdings from the secondary market, they would probably have to pay a huge capital cost."
"Considering 'Kewan Real Estate' management's past operations."
Old Wu smiled and said,
"This group of people will absolutely not use real money to increase their stock holdings in the secondary market, and announcing an increase plan at this time would just add fuel to the fire."
"Adding fuel to the fire is good too,"
Xu Qiao said,
"For 'Baoneng Group', if they want to further increase their holdings, isn't the only way to publicly buy in the secondary market? 'Kewan Real Estate' Group management announcing an increase plan would further intensify market speculation on 'Kewan Real Estate' stock, which I feel would also be beneficial for openly sniping 'Baoneng Group's' invasion!"
"Announcing an increase plan means putting real money out,"
Old Wu said,
"'Kewan Real Estate's' current management absolutely won't do that."
"Then we'll just wait for 'Huarui Group' to make a move,"
Xu Qiao said.
Brother Chen pondered for a moment and responded,
"I feel 'Huarui Group' won't interfere much."
"Why?"
Xu Qiao asked.
Brother Chen replied,
"When 'Kewan Real Estate' underwent equity restructuring back then, 'Huarui Group' had already made it clear. Now, 'Kewan Real Estate's' current management team has continuously reduced their holdings over the years, losing most of their chips and leading to fragmented group equity. In other words, this is the bitter fruit of the management's own making, so why should 'Huarui Group' clean up the mess?"
"Brother Chen is right,"
Su Yi glanced at the refreshed messages in the group and responded indifferently.
"Oh... Brother Su actually thinks so too."
Xu Qiao was slightly surprised to see Su Yi speak,
"Then it seems 'Baoneng Group' really has a chance to take control of 'Kewan Real Estate' this time!"
Su Yi smiled and replied,
"Although 'Huarui Group' is unlikely to participate in this equity battle, 'Baoneng Group' basically has no chance of taking over 'Kewan Real Estate' Group. While 'Kewan Real Estate's' current management cannot engage in a ring battle with 'Baoneng Group' in the secondary market by depleting funds, they can request external assistance. At the very least, the actual control of 'Kewan Real Estate's' board of directors is still in their hands; they have absolute initiative."
"Request external assistance?"
Xu Qiao was taken aback and asked,
"What does Brother Su mean by external assistance? Isn't external assistance 'Huarui Group'?"
"It doesn't necessarily have to be 'Huarui Group',"
Su Yi said,
"In the face of such an equity battle, introducing new capital or companies, expanding shares through asset injection, diluting the equity stake currently held by 'Baoneng Group', and solidifying control is also completely compliant and legal, right?"
"That could work,"
Old Zhang said,
"But at this point, 'Kewan Real Estate's' valuation has nearly doubled compared to a few months ago. At this time... who would be willing to inject assets for shares?"
"There definitely will be,"
Su Yi said,
"'Kewan Real Estate', as a leading enterprise in the Shenzhen market and a state-owned enterprise with a government background, will most likely receive support as long as its current management is willing to seek help."
"Brother Su still thinks further ahead,"
Brother Chen pondered for a moment, highly agreeing with Su Yi's idea, and praised him.
"So, 'Baoneng Group' has no chance at all?"
Xu Qiao said.
"There was no chance to begin with,"
Su Yi said,
"I'm thinking, 'Baoneng Group' launched the slogan of an equity battle to seize actual control of 'Kewan Real Estate', aggressively increasing its stock holdings in 'Kewan Real Estate' in the secondary market. Is their ultimate goal truly to contend for control of 'Kewan Real Estate' Group, as they claim?"
"Boss Yao admitted it himself, could it still be false?"
Xu Qiao wondered.
Su Yi did not answer directly, but continued,
"If the real purpose is to capitalize on the expected turnaround in the 'real estate' industry and speculate on 'Kewan Real Estate's' stock price, it also makes sense. Using the heated public opinion to drive up stock prices is also a classic speculative tactic!"
"Hearing Brother Su say that..."
Old Wu thought for a moment and said,
"It's also possible."
"Alas... no matter what 'Baoneng Group's' ultimate goal is, as long as 'Kewan Real Estate's' stock price can rise, that's fine,"
Old Zhang said,
"As long as the stock price can rise, the purpose doesn't matter."
"That's true,"
Brother Chen chuckled.
"Brother Su should also have a significant position in 'Kewan Real Estate' stock, right?"
Xu Qiao asked.
On recent market "Dragon and Tiger List" data, especially the newly disclosed 'Kewan Real Estate' list, although he didn't see Su Yi's 'Financial Street Fuxing Road' seat, he knew... Su Yi would absolutely not miss a highly certain speculative opportunity with extremely abundant market liquidity, suitable for large capital entry and exit, like this one.
Su Yi smiled and replied,
"Like everyone else, I bought a little bit of chips."
"Brother Su's 'little bit of chips' probably means... at least several hundred million, right?"
Old Wu said.
"Only about a 30% position."
Su Yi didn't state the specific holding amount, but vaguely gave an approximation.
"Brother Su's position in the 'lithium battery' sector should still be there, right?"
Xu Qiao asked again,
"What's Brother Su's view on the market development of the 'lithium battery' main theme?"
Su Yi thought that such a major core theme inherently follows a trend-driven market.
Even if his position were exposed at this time, it wouldn't matter and wouldn't affect the ultimate trend of the market's main theme.
So he replied,
"Currently, my main position is still in the 'lithium battery' main theme. As for the entire 'new energy industry chain' main theme, I am naturally still very optimistic about it. And currently... the market supply-demand gap for major core products in the entire 'lithium battery' main theme, such as 'lithium carbonate' and 'lithium hexafluorophosphate', still exists and has not been filled.
Moreover, the prices of related products are still in a continuous upward trend. As long as the price increase trend for these two core products doesn't stop, then the market trend for the entire 'lithium battery' main theme won't stop."
"Brother Su's idea is basically consistent with mine,"
Brother Chen said,
"It's just that the current overall market turnover is truly limited, unable to simultaneously support breakthroughs in multiple core themes. Therefore, each core theme, in its market trend, has formed a continuous rotation effect, creating a seesaw effect."
"Turnover is indeed an issue,"
Su Yi said,
"The capital situation at year-end still cannot support overly large market trends."
"If the turnover consistently fails to further expand, it might be very difficult for the Shanghai Composite Index to continue breaking through and establish itself on another platform,"
Old Wu said with a sigh,
"After this wave of 'Kewan Real Estate' market activity, if market turnover doesn't improve, we might have to pay attention to risks. After all, whether it's the real estate main theme, the 'new energy industry chain' main theme, or the entire 'SME Board and ChiNext' conceptual theme, they have all rebounded for a long time and are at relatively high levels. At this point... if volume cannot further expand, then the only option afterward is a downward adjustment."
"I was originally waiting for the Shanghai Composite Index to challenge 4000 points,"
Old Zhang said,
"Hearing everyone sounding so pessimistic, it seems I also need to lean towards a more cautious operating mode."
Accompanying the intense discussions among the powerful floating capital players in the 'Modu Ultra-Short Gang' main floating capital group.
As market trading hours passed.
'Kewan Real Estate' stock, which had attracted the attention of investors across the market, continued its upward surge with massive volume, achieving a gain of over 7%, and further hitting a new historical high at market close.
And amidst 'Kewan Real Estate's' continuous climb to new highs.
Su Yi's heavily weighted 'lithium battery' main theme sector.
Benefiting from the continuous surge in prices of 'lithium carbonate' and 'lithium hexafluorophosphate', core stocks such as 'Duofodo', 'Tianqi Lithium', 'Ganfeng Lithium', and 'Tinci Materials' also continuously hit new historical highs and continued to rise sharply with increased volume.
Among them, 'Tianqi Lithium' stock price has soared from forty to fifty yuan two or three months ago to nearly 130 yuan now, more than tripling.
As for 'Duofodo', which led this round of price increases in the entire 'lithium battery' main theme.
Its increase was even more exaggerated, reaching over 4 times.
Due to the comprehensive surge of 'Kewan Real Estate' and the entire 'lithium battery' main theme.
Su Yi's position size and personal asset scale also advanced by leaps and bounds, reaching a staggering level.
Calculated based on the closing prices of the stocks he held and their closing market values.
His financed position in 'Kewan Real Estate' stock, which started at 2 billion when he first established it, had soared to 2.78 billion.
As for his position size in the 'lithium battery' main theme.
It had already reached 4.5 billion.
In other words, his current personal position size has reached approximately 7.3 billion.
Excluding the 2 billion in financed funds, his personal asset scale, based solely on current stock market value, has already exceeded 5 billion, a tenfold increase compared to the end of market 'stock market crash 2.0'.
Facing such a massive position size.
At the same time, also facing the price of 'lithium carbonate' breaking the 110,000 mark, and the market's speculative sentiment towards the 'lithium battery' core main theme having reached a climax, fully realizing price increase expectations.
Su Yi decided to gradually reduce his holdings in the 'lithium battery' main theme.
He planned to gradually sell off these massive chips, established at low prices, on the market to the subsequent institutional groups engaged in 'value discovery'.
After all, in his memory.
A new 'stock market crash 3.0' crisis, constrained by market volume, was already gradually brewing.
Next...
He must complete the profit-taking exit operation for his stock holdings by the end of December.
As for his 'Kewan Real Estate' stock holdings, he decided that after the equity battle between 'Baoneng Group' and 'Kewan Real Estate' Group management further escalated, he would sell them at a later high point through block trading to 'Baoneng Group', the "barbarian" desperately in need of chips.
Having clarified the subsequent operational strategy and trading plan.
After leaving the 'Financial Street Fuxing Road' branch, Su Yi held a brief meeting with personnel from various departments in the newly established internal company group, determining the official opening date of the company and the launch date of the new fund product.
Based on the preparations made during this period.
He named the company 'Huayi Capital'.
And named the first batch of registered and issued fund products 'Huayi Expedition No. 1' fund.
After the internal company meeting, he called Shan Tiangang, the general manager of the cooperating East Money Group, to confirm the new fund's launch date and stated that he would cooperate with them for necessary promotion.
Shan Tiangang was naturally very pleased to receive Su Yi's call.
He immediately contacted the head of the group's fund network platform and the head of Su Yi's company's fund operation department to communicate and confirm subsequent matters.
While Su Yi was busy with the company's opening and trading simultaneously.
Over the next week.
Indeed, as he had expected, on the market news front, the equity battle between 'Baoneng Group' and 'Kewan Real Estate' Group's management intensified.
Meanwhile, amidst the continuous verbal sparring between both sides, constantly stimulating market sentiment and public opinion.
The trend of 'Kewan Real Estate', this core leading stock, was also unstoppable, forging ahead with irresistible force, breaking through to a price above 20 yuan in one go.
(End of chapter)