Chapter 930 - 380: Sorry, It’s Hopeless—Just Wait for Death! (Part 2)
Chapter 930 - 380: Sorry, It’s Hopeless—Just Wait for Death! (Part 2)
That way, the whole market will pour all its passion into the Free Trade Zone concept. But you can’t buy the leading stock Beihe at all, then what?Retail, institutions, hot money—since no one can buy it, they can only shift their attention.
So at the same time, we have to ramp up the pressure on the three heavily held port stocks: Yingkou, Tangshan, and Tianjin.
Where their eyes turn, Zhongmei gets to decide!
Today we just smash the money in and do our best to seal them at limit-up. Tomorrow we control the open, gap up around 6%, and test the market’s mood and acceptance.
Out of the three stocks, we pick one to make it the secondary leader.
Once it’s clear which one trades more actively, we go all in and start a violent push up!
But note: it must not stay sealed as a one-word limit-up; I need it to move more healthy, more active, with充分换手 at every price level.
If it opens as a one-word limit-up, we’ll smash it open.
If too many people are selling, we quietly pick it up underwater.
If the broader market rebound ends and it still hasn’t reached the preset height, we’ll hold the price steady and wait for the next rebound to pull a second wave.
In short, the Free Trade Zone concept will have an early-stage leader that nobody can buy, and at the same time a late-stage leader that trades actively and trends up in a healthy, slow way.
On the early leader Beihe Xuangong, our peers made their move first; they are indeed ahead of us there.
But who’s stronger in the end, who makes more—still unknown."
Hero and Stone were dumbfounded, completely numb.
This kind of thinking, they couldn’t come up with it even in their dreams.
Is the gap between people really that big?
Yes, it’s that big...
Jiao Fangyan knew how to flatter. Realizing the two kids still hadn’t fully grasped it, she immediately went on to explain.
"Still not getting it?
This is a position-seizing play based on capital advantage, very advanced.
In fact, we did notice the signs of Beihe Xuangong starting up. I asked President Han for his opinion last weekend.
But back then President Han neither agreed nor disagreed, just told me: wait and see.
Originally I also didn’t understand what we were still waiting for. After President Han’s explanation now, I finally see the gap in vision and game sense.
Given our size, Beihe Xuangong isn’t a great trading target for us.
A 3‑billion float, 150 million is enough to trigger the disclosure line. It does have all the conditions to become a leader, even a monster stock, but it’s not suitable for big money to go in and harvest.
It’s born to be a multi-bagger monster stock prepared for hot money, while we are now a major Strength in the market and must have the corresponding big-capital mindset.
Since the hot money wants to use Beihe as the leader and manufacture a monster, we’ll just cooperate.
Let it stand in front to attract all the attention, while not letting retail get in. The more crazily it rises, the more it can ignite market enthusiasm.
At that point, we then use our capital advantage to blaze a separate trail and create the real money-making effect. Isn’t that twice the result with half the effort?
The three port stocks have big enough floats, we already hold the base positions. As long as we guide it properly, what’s so hard about doubling?
Of course, given the current market conditions, only one stock can possibly attract all the funds and attention. That’s where we need precise test trades..."
Everyone in the trading room had a sudden-enlightenment feeling.
Calling it "to hear the Way at dawn and die at dusk" might be a bit exaggerated, but they really felt a kind of inner shudder.
God Lie is badass!
Too flashy, way too flashy. This kind of crushing at the level of mindset can hardly be put into words.
Actually, in later years, this套路 had already been used to death.
Ever since A‑shares crashed to the floor in the 2015 stock disaster, the market began a long and determined phase of technical iteration.
The conditions for a new major bull market weren’t in place, IPO supply pressure was heavy, quant was getting fiercer and fiercer, so all kinds of pros could only keep upgrading their techniques and playbooks.
In the era when public funds’ group-hugging was at its peak, the private funds turned to learn from hot money and gradually carried the "catch-up leader" strategy forward.
But with the same playbook, no one could run it as ruthlessly as Han Lie.
Different times. By then the market size was too big; even the capital of one or a few institutions still didn’t have an advantage. You had to rely on the collective to get things done.
Compare—
Right now when the Shanghai Composite fell to 1,984 points, turnover was a bit over 73 billion.
In ’23 when the Shanghai Composite dropped to 2,884 points, which is equivalent in relative position, turnover was 400 billion.
Back then, no matter what badass strategy you had, you couldn’t play a crushing game. The environment didn’t allow it anymore.
Even 100 billion of northbound funds thrown in barely made a splash.
But now it’s different. With less than 100 billion in total turnover, 70 billion is concentrated in the Shanghai 380 index stocks. Han Lie holding 4.5 billion Dayang and stirring things up in a single Free Trade Zone sector, up against barely a dozen listed stocks of varying sizes—he’s basically a giant python ramming into a mouse hole... ahem.
Anyway, if Han Lie plays it this way, the big and small hot money and private funds inside Beihe Xuangong will definitely have their brains buzzing.
No turnover means no chip exchange, which means it’s impossible to walk out a very healthy later stage.
In the end, it will certainly weaken the height it should have reached.
But Stone still didn’t quite understand and timidly asked.
"Bro, we use 300 million to seal a one-word limit-up on Beihe Xuangong. At the start we can definitely seal it. But what if those hot money or private funds cash out and dump it? Or, could they be colluding in secret, deliberately making us take their bags at the top?"
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