Rebirth of the Investment Era.

Chapter 30 Ancai Paper
"Then you have to work hard."

Li Meng walked side by side with him, and joked with a smile: "Don't lose all my money."

Su Yu smiled and said: "Don't worry, from an investment point of view, my 'potential stock' is definitely the one with the most investment value in the world."

Li Meng didn't know where he was so confident, so he smiled lightly and didn't speak.

The two of them walked through the narrow and dim aisle of the village in the city, and entered the dilapidated Huaiyin community. Su Yu looked around the surrounding environment, thinking about the mixed situation here, and when they parted, he reminded: "If you have the conditions, you should do it as soon as possible." Change your living environment, for a single girl like you, living here is somewhat of a safety hazard."

"Are you praising me for being beautiful in disguise?"

Li Meng looked at Su Yu with a smile, his bright eyes shining brightly in the night.

Su Yu shrugged slightly, and said, "As a friend, I just kindly remind you, it's up to you whether you listen or not."

After speaking, Su Yu turned and left.

"Thank you!" Li Meng replied seriously when Su Yu turned around, "I will consider what you said, pay attention to my own safety, and move out of here if conditions permit."

Su Yu gave a faint 'hmm', and then disappeared into the corridor.

Back to the rental house...

After Su Yu finished washing, he began to lie on the bed and use his mobile phone to browse forums, browse financial websites, investment communities, and browse various financial news in the evening after hours.

Mid-to-late April is the time for domestic listed companies to disclose their annual reports and first-quarter reports intensively.

Su Yu looked through the annual reports and first-quarter reports disclosed by many listed companies tonight, and found that the performance of individual stocks in the entire mobile phone industry chain, mobile Internet and its derivative concept stocks was significantly stronger than other traditional fields, which shows that the previous one In the past two years, the so-called "future new economy" field, which is hyped as a pure concept, has indeed entered the performance cycle of "from virtual to real".

It also shows these concept stocks.

It started from a pure concept stock without performance support, and gradually evolved into a blue-chip growth stock with performance support.

Under the huge tide of the era of 'mobile phone intelligence innovation', 'full application of 4G', and 'mobile Internet explosion', Su Yu believes that these stocks of related companies that occupy the first-mover advantage and have unique competitiveness in the 'new economy' field, After entering the performance outbreak cycle, we will surely usher in the continuous increase of market funds and relay speculation, thus creating a brilliant bull market for the ChiNext.

"Wow... Hua Qingbao has announced its results."

While Su Yu was casually browsing, he suddenly saw Hua Qingbao's annual report and first quarter results in the comment area, which were also announced tonight.

He clicked on Huaqingbao's annual report and first quarter report on the webpage, and took a rough look.

I saw this popular stock, in the case of low performance growth in the first three quarters of last year, the performance of the fourth quarter of last year and the first quarter of this year, benefiting from the improvement of the industry environment, also showed a trend of accelerated growth.

Although judging from the report, the performance growth rate and profitability of this stock are not as good as Internet Speed ​​Technology.

However, its future imagination space is higher than that of Internet speed technology in the context of the explosion of the entire "mobile game" incremental market.

As soon as this performance report comes out...

Huaqingbao's hype logic will be further affirmed by various funds.

This also means that the stock price of Huaqingbao, which has been hovering in the price range from 15.5 to 17.15 and fluctuated for almost half a month, will seek a breakthrough again.

After Su Yu had a general understanding of Hua Qingbao's performance, he continued to follow Hua Qingbao's stock comment section.

only see...

"It's been so bad recently, I thought the performance was so bad, but I didn't expect..."

"Recently, the trend of the market is obviously in favor of high-quality growth stocks. It can be said that Hua Qingbao's performance report did not disappoint everyone. Should it go up on Monday?"

"It's been turbulent for almost half a month. Since the performance is not thunderous, it should indeed rise."

"There is no thunder in performance, but there is thunder in the market!"

"Judging from the recent market performance, basically the traders are retail investors who take orders at high positions, and the main funds have already left the market at a profit."

"No, if you really leave the market, Hua Qingbao's stock price should have gone down long ago, and it shouldn't be here."

"Horizontal is for slow shipment. After all, Huaqingbao's plate is not big and its liquidity is limited."

"That's right, given the urgency of A-shares, high-priced stocks after being hyped are often examples of favorable shipments. Although Huaqingbao's performance report is not bad, it did not greatly exceed market expectations. The main force took this opportunity to , It is not impossible to lure retail investors to take orders and ship on a large scale."

"It's a pity that there is no dragon and tiger list for this check in the past week. I don't know who is still in it."

"Short-term ups and downs are not important. In the long run... Huaqingbao will definitely rise. After all, there is still a lot of room for 'mobile online games'. Huaqingbao's performance will definitely continue to accelerate in the future."

"From the perspective of the hype direction of concept stocks, Hua Qingbao's short-term increase is too large, and it will definitely take a long time to adjust."

"However, judging from the current direction of the market's preference for blue-chip growth stocks, based on Huaqingbao's performance report, it is hard to say that it will not attract funds to build positions."

"If the fund can build a position and take over the hot money chips, it will definitely rise."

"Is it possible for the fund to receive hot money at a high level?"

"Wangsu Technology can be greatly favored by institutions. In addition to its future performance outbreak and expectations, it is very clear and strong, and its stock price is at a historically low level."

"Even if Huaqingbao's performance growth rate doubles faster in the next few quarters, its valuation will be significantly higher than that of Netspeed Technology."

"If you speculate according to the logic of blue-chip growth stocks, I don't think there is much room for Hua Qingbao."

"In comparison, I think Internet speed technology has more potential for continuous explosion."

"Based on my many years of stock trading experience, concept stocks should be hyped according to the logic of concept stocks. It is really not important to look at the funding, the structure of the bargaining chip, and performance."

"I'm afraid that what I'm doing is short-term, and I'm speculating on concepts, but I believe in the logic of performance growth."

"Based on my own experience, if stocks are speculated from short-term to long-term, they often lose a lot of money."

"I think whether Hua Qingbao will rise or not depends entirely on the willingness of the main force. At least in terms of the bargaining chip structure, it is still... stable."

"Can't just focus on individual stocks and ignore the broader market?"

"The bargaining chip structure is stable, and it may not necessarily increase, but it just means that the main force is still in the field and has not yet sold out."

"Yes, from the analysis of the market, it seems not very optimistic."

"The Shanghai Stock Exchange Index and the Shenzhen Stock Exchange Index are indeed not very optimistic. Even if they rebound, the space is estimated to be limited, but the ChiNext has been doing very well recently, and it almost rebounded to a new high on Friday."

"Hua Qingbao is a stock on the GEM, so naturally it depends on the market of the GEM."

"It depends on which logic the market recognizes. If it recognizes the growth of outstanding performance, I think there is still a chance."

In the many comments and discussions on Huaqingbao's performance and subsequent trends, Su Yu found that the market divergence is still relatively large, which proves that Huaqingbao's internal pressure is not small, and there is a high probability that there will be a wave of fierce washing.

That is to say...

In Su Yu's expectation, the trend of this stock on Monday is not optimistic, and there is a high probability that it will open high and go low, which will give the market and many retail investors in the market the illusion that the main force will take advantage of the good news and sell on a large scale, thus achieving a washout Purpose.

Su Yu pondered for a while secretly.

Knowing that the time to re-intervene in this stock has not yet arrived, he turned his attention to other stocks.

He browsed casually, and suddenly...

A stock information called 'Ancai Paper Industry' broke into his eyes.

This is a stock on the main board of the Shanghai Stock Exchange. It has been listed for some years. It is a local listed company in Yuhang, as a local leading enterprise in the traditional field.

This company has been great.

But now, it has completely declined. The stock price has fallen for 4 consecutive years. The market value is below 10 billion. The main business has no prospects.

Tonight, this stock announced its annual report and first quarter report.

Its report did not meet the market's expectations... It was losing money as usual, and the loss was expanding rapidly, and its net assets were already negative.

Under the bad report, the stock comment area and the retail investor group in the market were all full of curses.

Because this is already the second year in a row that it has been losing money after short-lived profits through the sale of assets the year before. According to the regulations of the listing system, it is about to suspend trading and enter the ST trading sector.

For investors who bought this stock, it will be another day of continuous limit-down.

Of course, Su Yu noticed this stock not because of it, but because in his memory, this stock eventually became the shell that Kumho Group went public through a backdoor when its IPO stagnated.

And there is...

This listed company on the verge of bankruptcy is holding a huge factory land that occupies a superior riverside location on the Qianjiang River and is not far from the core urban area of ​​Yuhang.

that land...

Su Yu remembered that it was not long after Kumho Group merged and absorbed 'Ancai Paper Industry' and achieved the purpose of backdoor listing.

The municipal government's new town planning document came down.

Afterwards, that piece of land, as the core plot of the new town planning, was turned into commercial development, and its value soared many times, making Kumho Group a lot of money.

It also makes Kumho Group occupy an absolutely favorable position in the development of Yuhang New Town, that is, the new economic zone.

In the end, it overwhelmed its competitor, Pengyuan Real Estate, and became the leading real estate company in Zhejiang.

Su Yu believes that Kumho Group's success in the development of the Yuhang Economic New Zone, as well as the acquisition of 'Ancai Paper', the reorganization of assets, and the achievement of the purpose of backdoor listing.

It's not just luck.

But all of this basically has nothing to do with him now.

Whether it is speculating on Ancai Paper or Kumho Group, his funds are too thin to participate in this level of business games.

Fortunately... there is still time.

It is still almost a year before Kumho Group backdoored Ancai Paper.

And there is still a year and a half before the government documents are issued to determine the urban development strategy of the new economic zone. He still has the opportunity to grow, and with this opportunity, he will take the lead in laying out the layout and establish a real foundation in Yuhang.

(End of this chapter)