TODAY'S MARKET INTELLIGENCE
Central SOE Premium of 100% + Major Asset Restructuring: Doubling Logic Is Watertight
English summary
### Central SOE Premium of 100% + Major Asset Restructuring: Doubling Logic Is Watertight
Time: 2026-07-30 11:47:22
Content:
In a bull market, speculate on hot concept sectors; in a bear market, focus on major asset M&A and restructuring. A few days ago, we recommended low-position stocks such as Ningbo Construction, Shuangxing New Material, and Foton Motor. Today, we recommend Lier Chemical. If you can buy in, there is still room to double from the central SOE giant's placement price of over 30 yuan. Even if it hits ten consecutive limit-ups, the logic is solid value investing logic! This kind of hard-logic rally is not afraid of anomaly trading rules. With a heavy investment of 5.656 billion yuan, central SOE China Resources officially takes control, and Lier Chemical begins a value revaluation as a dual leader in synthetic biology and agrochemicals. On the evening of July 29, 2026, Lier Chemical (002258) and China Resources Double Crane (600062) simultaneously announced a major asset restructuring, officially announcing the completion of an epic equity acquisition. ...
The English text is machine translated and may require verification against the Chinese version.
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