A Hong Kong stock that can run for a whole year and reinvent and disrupt the industry

Write the password for dried vegetables first, the one for Hong Kong stocks $GCL TECH(03800.HK)$ , 3800, has the courage to become someone who doesn't succeed.
Logic: High leader capital increases lead investment by 2.4 billion dollars.
Whether the insiders are optimistic is not important; it is the most important thing if people not in the industry get in with real money.

High capital's historical record pioneering show:
Tongwei Co., Ltd., a leading silicon material company, subscribed for 500 million yuan, and the corresponding stock price is 28 yuan/share; currently 44
The inverter leader, Sunshine Power, has subscribed for 517 million yuan, and the corresponding stock price is 57.5 yuan/share; currently 140
Longji shares, a leader in component integration, subscribed for 15.8 billion yuan, and the corresponding stock price was 70 yuan/share. Currently 80.
It can be said that Gaoling Capital has not experienced a defeat in taking the lead in photovoltaics. The perception of the industry is top notch.
In February of this year, Jiangsu Zhongneng and $TCL Zhonghuan Renewable Energy Technology(002129.SZ)$ 、 $LONGi Green Energy Technology(601012.SH)$ Long order sales contracts for 350,000 tons and 914,000 tons of polysilicon were signed, respectively. Among them, Jiangsu Zhongneng is a key project after GCL Poly's share allocation to raise capital.
In the first half of this year, GCL Poly's performance also picked up. The company's revenue reached 8.779 billion yuan, and net profit to mother was about 2,407 billion yuan.
According to current valuations and performance expectations, GCL Poly will only have more than 10 PE during next year's annual report period. It's seriously undervalued in the photovoltaic industry.
Tongwei currently has a PE25, and the upstream is only a normal valuation at 20-30.
However, considering the liquidity problems of Hong Kong stocks, and the TO market, although this is an underestimate, it is difficult to say that the outbreak has erupted. As a medium- to long-term line for next year. It's possible to take it for a full year.
What I'm going to talk about here is the core logic. GCL's granular silicon.
Back then, GCL was originally the leader in photovoltaics, but fell flat after being overthrown by Longji.
In the past two years, GCL has used all of its net worth to gamble on granular silicon
If the gamble is successful, then it will be another round of Longji's gameplay, disrupting the industry.
Once the granular silicon process is mature, Tongwei must be dried up. (Be careful when configuring Tongwei to be beaten carefully)
Put simply and bluntly, granular silicon has these advantages.
First: energy consumption.
The energy consumption of the granular silicon process has been greatly reduced, and the future holds great promise for regions that are sensitive to energy consumption like China.
Second: the core determinant, quality.
If the quality of a new technology is poor, no matter how good it is, it's useless.
However, we have seen that Longji, Central, and Jingao have all begun procurement, which indicates that this technology has gradually been recognized by industry leaders.
The big order is still polysilicon, and granular silicon is gradually being verified.
Third: Costs
The new method is 20% less expensive, and there is room for improvement. Raising capital is for production expansion and improvement
Fourth: timing.
Timing is very important. Many opportunities to get rich are due to the right timing.
The PV market will be huge in the future, and upstream technological changes have not changed for many years.
why?
There is no need, because the existing technology is very mature and perfect, and no one wants to break through new technology.
It's just like Longji defeating GCL back then.
New technology requires the courage to succeed when it doesn't work.
Failure to do so is a dead end.
However, Longji won the bet; it's hard to talk about GCL.
Why should GCL be promoted now, because senior capital, which knows the industry better than anyone else, is also investing heavily
This is a rebirth process. It's painful, but the market is also looking forward to it.
The heavy investment of leading capital is the core trend of this technology.
It represents industrial capital's recognition of this technology; this is the core trend in the stock market.
Whether the insiders are optimistic is not important,
The most important thing is for people not in the industry to get in with real money.
In particular, venture capital, such as Gaoling Capital, has reached its peak in terms of investment and research awareness in the industry. Basically, you can't get it wrong.
All we can do is eat meat, let's drink soup, that's enough.