Chapter 110 debut
After analysis, Lu Liang concluded: "BYD can be held for a long time."
BYD has been founded in 1995 and has always adhered to the principle that "technology is king and innovation is the basis." ” development concept.
Vehicle manufacturing is only one of their industries, but it is not the core department. The main business is lithium battery production and urban transportation.
September 18th only means that the overall market situation of the new energy sector has come to an end, but it does not mean that the market situation of individual stocks has ended.
In the future, you may be able to invest heavily in BYD and hold it for a long time, even if you become a shareholder.
BYD is a standard blue chip stock. When the overall economic environment is positive, buying blue chip stocks is the best choice. The main reason is that the market value is high enough, the market size is large enough, and it can accommodate a lot of funds.
The New Energy Index has opened higher and moved higher for several consecutive days, and has been in the red all the way. It is normal for half of the 54 constituent stocks to reach their daily limit.
Once the new policy was announced, domestic car companies responded to the national call one after another and planned to launch the first pure electric vehicle in the coming year, further promoting the rise of the sector index.
A government decree, in just a few days, made new energy the most popular concept topic nowadays, and no one in the market can match it.
By Thursday, after three and a half trading days, the new energy index had soared 323 points, approaching 1,800 points.
Lu Liang pondered for a long time and decided to pour more oil on the fire to make it burn brighter.
Using 86 million reserve funds to raise the daily limit of several stocks with a market value of less than 10 billion, such as Founder Motor, Yiwei Lithium Energy, and Duofuoduo, without hiding their existence.
At five o'clock in the afternoon, the Dragon and Tiger list was updated, and Punanlu No. 88, which had disappeared for a long time, reappeared on the list.
Causing an uproar inside and outside the market, the news that Lu Liang had heavily invested in the new energy sector spread like wildfire.
LeTV reported that Lu Liang was not only heavily invested in these three stocks, but also held shares in BYD and LeTV...
"You want to ride on this kind of enthusiasm? Is Lao Jia dead?"< br>
That night, Lu Liang browsed the news and found that all media were reporting on it, but LeTV was always mentioned intentionally or unintentionally.
BYD is the dual leader in dual sectors, and it is also an unavoidable topic in new energy. It is not surprising to guess that it has a heavy position, but LeTV is also the oldest.
Although Lu Liang did invest 38 million, after adding more positions, the position ratio ranked fifth among the 11 stocks.
But in order to avoid appearing on the list of circulating stocks during the position building period, he allocated his chips to 24 accounts, each with only 1.58 million.
Logically speaking, Lao Jia should not know that he holds shares in LeTV. It can only mean that he is riding on the popularity.
Lu Liang pondered for a moment, then called Wen Chao and asked him to entrust a third party to investigate LeTV's financial situation.
LeTV has a market value of 128.5 billion and is also the first stock on the GEM.
Because of this, even if the stock price fluctuated abnormally during the position building period, Lu Liang still held a large position.
Lao Jia holds 21.55% of LeTV shares and is worth more than 25 billion. There is no reason to ignore his popularity.
Unless there is a financial problem, you should take advantage of this market trend to raise the stock price severely, either for a loan or to cash out.
The next Friday, news suddenly came.
NIO is suspected of reaching a tens of billions strategic project with Jianghuai Group to lay out the new energy industry.
According to people familiar with the matter, first-tier venture capital institutions such as Penguin, JD.com, Hillhouse, Xiaomi, and Tianxing are eager to join.
Not long after the news came out, and the market had not yet reacted to the matter, another news came out from the north.
Li Xiang of Autohome changed the name of Chehejia to Li Auto, which is suspected to be a 10 billion strategic project with Lifan Group to jointly develop the new energy industry.
As noon approaches, another news comes from the south.
He Xiaopeng, who sold UC last year and stayed quiet for a year, established Xpeng Motors, reached a tens of billions strategic project with GAC, jointly laid out the new energy industry, and decided to hold a product launch conference on October 10. Announced its first new energy concept car.
Everyone seems to have agreed to announce the news together today, but unlike Weilai, whose ideal is suspected of cooperation, He Xiaopeng has really reached a cooperation with GAC.
Guangzhou Automobile Group also stepped forward to respond. The tens of billions-level production base will be located in ZQ urban area. The project is divided into three phases with a planned land area of 3,000 acres.
Nio, Ideal, and Xpeng, the three major new car-making forces emerged, giving the new energy index of the financial market another dose of adrenaline.
It closed soaring by 145 points, and the entire sector was almost at its daily limit. It soared by 468 points in a week, and the total market value exceeded one trillion.
"Not bad, the new energy sector has increased by 32.12%, and the total holdings have increased by 28%."
Looking at the 814 million funds in the account, Lu Liang showed a satisfied smile on his face.
This wave of market prices will continue for 9 working days. When the market ends, 635 million will become 1 billion. This should not be a big problem.
At early four o'clock in the afternoon, Lu Liang walked out of the trading room and ended his work for the week.
Wen Chao came over and handed over a financial report of LeTV Group issued by a third-party research agency.
Although it has suffered losses for many years, its financial situation is very healthy, with a cash flow of 3.585 billion in the last quarter.
“A bit fake.”
Lu Liang laughed because this financial report was so beautiful. If he was really so rich, he wouldn't take advantage of him. But he didn't take it to heart, because next week, they would almost cash out and leave.
It was just a one-time deal, and thunderstorms had nothing to do with him.
Lu Liang went to the office and asked as he walked: "Who is calling me today?"
In order to build momentum for Weilai Automobile, Li Bing also released the news of his investment. When he came out, he was optimistic about new energy, and the news that Tianxing Private Equity had a heavy position in new energy also spread like wildfire.
He should now become a hot commodity in the new energy market. Building a car is too expensive, so he has to attract a few more investors.
“The ideal Mr. Li, Xiaopeng’s Mr. He, and LeTV’s Mr. Jia.”
“LeTV’s Mr. Jia, what did he say?”
Lu Liang Surprised, I suddenly became interested.
“Lesee is preparing for Series B financing with a valuation of US$1.2 billion. Mr. Jia invites you to attend the financing meeting on the 28th.”
"Lao Jia really dares to brag. He doesn't even have a factory, and he just opened his mouth with a valuation of US$1.2 billion."
Lu Liang laughed in surprise, pondered for a moment and said: "Reply to Mr. Jia, I will attend when the time comes. ”
He is not interested in lesee and has no extra funds to invest. He just wants to see how Jia Yueting interacts with investors and learn from it.
On the two days over the weekend, the domestic new energy market experienced another turmoil.
Tesla signed a pure electric vehicle project investment agreement with the Modu City Government and plans to build a manufacturing and sales base in China.
At the same time, Musk announced that he would open up all patents and create "open source cars" to promote the advancement of electric vehicle technology.
“Third-rate companies make products, second-rate companies make brands, first-class companies make standards, and the catfish are put into the fish pond.”
Lu Liang whispered, browsing related topics News, I also received an invitation from the President of Tesla China to attend the new car launch conference held by Maodou X at the Convention and Exhibition Center on September 30.
Not just him, Li Bing, Li Xiang, He Xiaopeng, Lei Jun, Shen Peng, Jia Yueting, and anyone who is interested in the new energy industry have all received invitations to the press conference.
The reason why Lu Liang knew about it was because after investing in NIO, he was pulled into a prestigious group by Li Bing called "NIO Shareholders' Association Branch".
There were Lei Jun, Shen Peng, Da Qiangzi, Xiao Ma Ge, and Zhang Lei from Hillhouse. There were only six people in the group, and all six people had received the news.
Li Bing informed Li Xiang that they had also received an invitation.
“The one who comes here is not good~” Lei Jun sent a smile emoticon.
"Open source technology is a good thing. We can follow Tesla's footsteps and make progress together in the future." Xiao Ma's words are very penguin-like.
Zhang Lei asked: "How is the cooperation with Jianghuai going?"
"We are still talking about it, but we are almost done with it," Li Bing replied.
"Where's Lu Liang? Why haven't I seen him speak to me since I joined the group?" Shen Peng said suddenly.
"You are busy, I heard that I made a lot of money in the stock market." Da Qiangzi was not a person who could stand loneliness, so he took the opportunity to chat.
The average net worth in the group is tens of billions. They don’t have to keep a serious look like they do in public places or in companies.
Even the weakest Lu Liang is in charge of a venture capital and a fund, and has the strength to talk to them on an equal footing.
A red envelope suddenly appeared on the chat interface. Lu Liang subconsciously opened it. It was two yuan and eighty-five cents, and his face suddenly darkened.
The red envelope is only ten yuan, which is obviously a scam.
Shen Peng said with a smile: "I knew you were peeping. I must have caught you now."
"They are all big guys, trembling and dare not say a word." Lu Liang replied.
Lei Jun: "I dare not say anything, but my hands are quite fast."
Xiao Ma: "Either observe at all times, or use a plug-in."
Da Qiangzi: "Hurry up and reissue red envelopes to the newcomers."
Zhang Lei: "Reissue red envelopes."
Li Bing: “Reissue red envelopes.”
“Just make up for it.”
Lu Liang was very angry, so he made up for 15 cents with his backhand, and handed out a red envelope worth three yuan. He didn't grab it himself, so he was very generous.
The next second, the screen was filled with expressions of contempt.
(End of this chapter)