Investment Strategy

Tang’s Study: Insights on the Investment Value of Allwinner Technology from “Value Investment Practical Handbook”

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Tang's Study: Insights on the Investment Value of Allwinner Technology from "Value Investment Practical Handbook"

In recent years, the semiconductor industry has garnered significant attention, with a strong wave of domestic substitution. Allwinner Technology (300458.SZ), as a leading SoC chip design company in China, has been dedicated to the research, production, and sales of intelligent application processors, with its products widely used in tablets, wireless communications, and other consumer electronics. … Read more

A Major Incident in the Industry

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A Major Incident in the Industry

Since the village has been heavily criticizing the “Long Character Generation”, the stock market has fallen into a prolonged slump. The village is definitely looking out for you, blindly speculating on hot stocks will ultimately lead to losses, and then there will be complaints. Yes, it is definitely for your own good, to protect you, … Read more

Pro Trader Series: Different Fates for the Same Stock, Analyzing Super C.

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Pro Trader Series: Different Fates for the Same Stock, Analyzing Super C.

Today marks thecountdown to the world being ruled by Skynet10495days Hello comrades, I am a time traveler from thirty years in the future, Dai Fei. Disclaimer: This article is a personal diary and does not constitute investment advice. As the saying goes in the “Youth Daily”: “When the camera focuses on the treetops, those ‘urban … Read more

Shuanglin Co. Surges 7 Times in a Year: The Secret to Its Transformation from a ‘Plastic Factory’ to a Core Leader in Robotics

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Shuanglin Co. Surges 7 Times in a Year: The Secret to Its Transformation from a 'Plastic Factory' to a Core Leader in Robotics

——Unveiling the Technical Breakthroughs, Market Dividends, and Valuation Logic Behind the ‘Demon Stock’ 1. Stock Price Myth: 7 Times in a Year, from ‘Cold Stock’ to ‘Super Dark Horse’ As of April 25, 2025, Shuanglin Co. (300100.SZ) saw its stock price soar from less than 10 yuan a year ago to nearly 80 yuan, an … Read more

Youbo Xun: ‘Cold Thoughts’ and ‘Hot Opportunities’ in the IoT Sector

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Youbo Xun: 'Cold Thoughts' and 'Hot Opportunities' in the IoT Sector

During the outbreak of the pandemic in 2020, I heavily invested in a logistics equipment company. At that time, the global supply chain was at a standstill, and the demand for digitalization surged, causing its stock price to double within six months. However, the good times did not last long; as the industry faced overcapacity, … Read more

RISC-V Market Analysis: Insights and Reflections

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RISC-V Market Analysis: Insights and Reflections

Early Competition: The RISC-V bidding was generally underwhelming, and the robotics sector was completely below expectations, with Wanma Co. and Hangzhou Gear not showing any premium. Market Opening: Amidst the divergence in RISC-V, the market strengthened, selecting the top bidding volume in the entire market, with Allwinner Technology, which has Alibaba’s logic backing it, and … Read more

Analysis of the Logic and Sustainability of the Rise in the Construction Machinery Sector

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Analysis of the Logic and Sustainability of the Rise in the Construction Machinery Sector

On March 5, the A-share construction machinery sector rose by 4.55%, leading the market, with several stocks in the sector, such as Shantui and Liugong, hitting the daily limit. Below, we analyze the logic and sustainability of this rise. 1. Drivers of the Rise 1. Policy and Demand Resonance 1) Government Work Report Boosts Confidence: … Read more

AI Robots Driving the Electric Wave: Accelerating the Second Curve of Power Equipment & Industrial Control – 2025 Annual Strategy Report for Power Grid & Industrial Control

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AI Robots Driving the Electric Wave: Accelerating the Second Curve of Power Equipment & Industrial Control - 2025 Annual Strategy Report for Power Grid & Industrial Control

Abstract Power Grid: Domestic ultra-high voltage and distribution networks are both making efforts, overseas demand enters the second phase of volume increase. 1) Domestic:The main network and distribution network are both planning priorities. Main network ultra-high voltage is expected to accelerate the collection of existing lines next year, state-owned leading companies will report performance elasticity, … Read more