$Seres Group(SH601127)$

Recapping tonight,

Chengdu Gaoxin Development Co., Ltd. should see some movement soon.

Today, it was clearly stated: actively support listed companies in mergers and acquisitions (M&A) around strategic emerging industries and future industries.

News reports: Recently, six measures to promote M&A have been formulated, strongly supporting listed companies in transforming and upgrading toward new quality productive forces.

"We will actively support listed companies in conducting M&A around strategic emerging industries and future industries, including cross-industry M&A for transformation and upgrading purposes, as well as acquisitions of unprofitable assets that help enhance key technological capabilities."

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In fact, low valuations and cyclical troughs are the most favorable times to push for various restructurings.

As the market stabilizes and rebounds, trading volume expands, and the atmosphere becomes more active.

During this period, the restructuring rally initiated by Baobian Electric should have the potential to deepen.

When it comes to trading restructuring, trading "new quality productive forces, future industries, and strategic emerging industry M&A," trading "cross-industry M&A for transformation and upgrading purposes,"

you can't avoid Chengdu Gaoxin Development Co., Ltd.—it’s the pioneer.

From the announcement of the termination of the original plan to now, it’s been almost half a year. The stock price has dropped from 90 to below 40. In terms of time and space, conditions are ripe for another rally.

For my analysis of the terminated plan, see this post: webpage link

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The relevant departments at all levels in Sichuan and Chengdu, Chengdu Hi-Tech Investment Group, Gaotou Electronics, Changhong Group, Chengdu Gaoxin Development Co., Ltd., and Huakun Zhenyu have put in so much effort—it’s unlikely they’ll just give up on the restructuring.

Moreover, it’s very clear that this restructuring aligns well with policy direction. The reason the original plan was terminated was explicitly stated: there wasn’t enough time, and some minor shareholders couldn’t reach an agreement in time. The process will continue, and now, after almost half a year, there might already be new progress.

Most importantly, Gaotou Electronics has already acquired 55% of Huakun’s equity. If Huakun wants to restructure, it can’t bypass Gaotou, and thus can’t bypass Chengdu Gaoxin Development Co., Ltd. (Chengdu Hi-Tech Investment Group has only one listed company—Chengdu Gaoxin Development Co., Ltd.—and Gaotou Electronics is its sister company.)

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The question simplifies to: Do you think Huakun and Gaoxin want to continue restructuring?

Do you believe what Chengdu Gaoxin Development Co., Ltd. announced: that they will continue to push for restructuring?

It can be further simplified to: Does the market think they want to?

As long as the market believes they genuinely want to continue,

then when the wind comes, the stock will rise.

Now, the east wind has arrived.

$Chengdu Gaoxin Development Co., Ltd.(SZ000628)$

Additionally, I remain bullish on $JAC Motors(SH600418)$ and Seres Group.

Fully embracing new quality productive forces.