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One positive changes the three views.
Huayu’s strength today is quite unexpected. Judging from last Friday, the price of non-ferrous metal futures dropped sharply. It is expected that Huayu will drop at least 5 points.
As a result, the market opened flat today and only fell slightly. It bucked the trend and strengthened throughout the day, rising by 5%. And it stood on the important 60-day line.
Although the daily limit did not appear as expected, such Changyang also added a lot of confidence to the weak Hua Yu.
After today’s Changyang, Huayu’s energy and graphics suddenly looked much better.
This boastful text was what I was going to write yesterday. Looking at Hua Yu in such an environment, I lost all enthusiasm. Suddenly, today is different.
The stock is really turning around.
In terms of fundamentals, although the continued decline of Shanghai Zinc has psychologically suppressed stocks, in general, Shanghai Zinc is still at a historical high. Although a large correction is ugly, the basic factors for the metal's bullishness are still there. , maybe the price will pull back soon.
As for the fundamentals of Huayu Company itself, it will take time to improve gradually, and the data on the report will be corrected, at least until the semi-annual report will look better.
Fortunately, Hunan gold still remains strong. Perhaps the theme of antimony metal can really drive a wave of market prices.
The concept of antimony metal currently follows two obvious lines.
The first is the surge in photovoltaic orders. As long as it is a component of photovoltaic materials, there will be a lot of speculation. The market trend of Hunan Gold is relatively obvious, while Huayu is relatively weak.
The second is the continuing impact of the Russia-Ukraine war. Antimony metal is an indispensable material for military industry. Although it is not currently under speculation, it may be excavated in the future. After all, this logic is real.
The so-called wind and water changes, maybe it will be the turn of military materials.
When stocks start to rise rapidly, there will always be all kinds of ghost stories. Something with hard logic like Hua Yu will definitely be pursued by funds.
The daily transaction volume of more than 1 billion is just suitable for the appetite of all kinds of hot money .
Excluding these obscene factors, let’s talk about the energy in these days in detail.
At this stage, the stock price is at the central axis of this year, and volume energy is the largest area this year. Since the beginning of this year, Huayu has never had a transaction volume of more than 500 million for so many consecutive days.
has written before that at least 200 million to 300 million new funds have entered Huayu, so such a large amount of funds cannot just go back and forth to earn a little difference.
When the stock price pulled up from 14 to 15 for the first time, this wave of volume was the most obvious, and it was also the position where the main funds entered the concentration.
When the stock price reached above 16 for the first time, there was no heavy volume.
It can be said that this is the first time to test the pressure above 17.5, and it also gives the trapped funds a chance to stop the loss with a small loss.
Judging from today's market, there is no orderly fluctuation in the market from early to afternoon, allowing some hesitant funds to leave first. After all, today's expectation is minus 5. There will always be a lot of money left that is afraid of death.
In the last hour of trading, the main funds intervened. The scale was not too large, but the attack intention was quite obvious.
Then tomorrow may be the decisive day for Hua Yu. For those of us who are betting heavily, the most ideal state is to set the daily limit of and . The so-called sky quantity means more than 1 billion.The so-called daily limit means daily limit.
Therefore, tomorrow will be critical to the market outlook. The most important thing is to pay attention to changes in volume and energy. If the volume exceeds 700 million, even if there is no daily limit, we must remain optimistic about the market outlook.
On the contrary, if Huayu’s volume can exceed 500 million, then you need to wait again.
After paying attention to a stock for a long time, especially for stocks that have fallen more than they have risen, people will feel psychologically fatigued.
It seems that every rise is a scam.
This is what the stock market proverb says: Don’t stay with old investors during the bull market, as you won’t make money.
In the same way, when bull stocks appear, don’t stay with old shareholders. These people are driven crazy by time and will run away in a hurry after making 2 cents.
As everyone knows, a stock that can make you 2 cents will definitely make you 2 yuan, or even 20 yuan, otherwise why would the main force want to liberate you.
The previous news that rare earths surged by 50% revealed a new concept, which is the concept of stuck necks, especially in the military field.
Antimony metal is a kind of military material. The top three countries in the world in terms of production capacity are China, Russia, Tajikistan.
Hua Yu happens to occupy 2 stores.
Go with the flow and think with the flow.
As long as the daily limit can be sealed tomorrow, Hua Yu will create a new situation.
Shareholders come and go, no one will remember ST Huayu with 6 yuan, and no one will remember Xinjiang Brother with 16.4 yuan.
Taking a step back, even if Huayu’s wave of hype fails, Huayu Company itself has gone through the most difficult time. In the days to come, counting money every day is not far away.
no lever , no struggle.
was listed on Huayu for about a year. Huayu’s stock price should have stayed around 30. At that time, Huayu’s major shareholder owned 45% of the shares, about 230 million shares, and the market value should be around 6.9 billion, which is basically the same as the current total market value. .
has been pledged again and again, and then was violently auctioned, and was foreclosed. So far, the major shareholders have only more than 90 million shares left, with a market value of less than 1.5 billion.
After struggling for so many years, when the harvest season comes, the fruits no longer belong to the major shareholders.
According to the most conservative calculation, Huayu's performance next year will be at least 400 million, and based on a price-earnings ratio of 20 times, it will also have a market value of 8 billion.
This is the most conservative calculation, and it is also a high probability of safety pad .
For stud funds, what we want is this kind of safe probability.
Regarding short-term funds, I am not qualified to comment.
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