--- title: "Thoughts on JingTai's Shareholding:" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/27629680.md" description: "$XTALPI(02228.HK) In the past few days, XTALPI has been experiencing significant fluctuations, with a pullback of over 20% from its high. Of course, during this process, I have personally been increasing my position, mainly from my perspective, as I plan to hold a long-term position of over 3 million shares. This is a preliminary decision I made after spending a lot of time understanding this company. Now, let me talk about my most important thoughts. I have two basic assumptions: first, this stock is not a retail favorite; the real retail favorite is Xiaomi, and not many retail investors are paying attention to this stock. Second, the Hong Kong Stock Connect..." datetime: "2025-02-27T05:37:26.000Z" locales: - [en](https://longbridge.com/en/topics/27629680.md) - [zh-CN](https://longbridge.com/zh-CN/topics/27629680.md) - [zh-HK](https://longbridge.com/zh-HK/topics/27629680.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/27629680.md) | [繁體中文](https://longbridge.com/zh-HK/topics/27629680.md) # Thoughts on JingTai's Shareholding: $XTALPI(02228.HK) In the past few days, XTALPI has been experiencing significant fluctuations, with a pullback of over 20% from its high. Of course, during this process, I have been increasing my position, mainly because from my perspective, I plan to hold a long-term position of over 3 million shares. This is a preliminary decision I made after spending a lot of time understanding this company. Now, let me talk about my most important thoughts. I have two basic assumptions: First, this stock is not a retail favorite; the real retail favorite is Xiaomi, and not many retail investors are paying attention to this stock. Second, regarding the Hong Kong Stock Connect, with tens of millions of shares being added daily, where is this capital coming from? What is their approximate holding cost range? What are their goals? I believe that those with preliminary logical abilities can find some clues from this. Of course, to enhance my confidence in long-term investment and my understanding of the alpha of this stock, I am continuously enhancing my information acquisition about this company. I am maintaining ongoing communication with the management and seeking more understanding of the company through other channels. In fact, yesterday, I even sent a contract request to XTALPI through my friend: Investment is a game of information asymmetry, so the first task for participants is to continuously acquire information and analyze it with the most powerful CPU in the universe on their necks, rather than following the crowd. One must have strong confidence to overcome short-term noise and find the path to victory! This is difficult, but it is worth our modern people to continuously practice. The asset allocation returns of the middle class will increasingly become the most important component of family wealth, which is an undeniable fact. If you do not play this game well, you will inevitably be left behind and harvested. There is no 100% successful path, but there is a 100% successful methodology. Let’s encourage each other! ### Related Stocks - [XTALPI (02228.HK)](https://longbridge.com/en/quote/02228.HK.md) ## Comments (12) - **everLeek · 2025-02-27T07:45:43.000Z**: Thanks for sharing, boss. Information is being enhanced. - **中国人民万岁 · 2025-02-27T06:26:26.000Z**: 😭😭😭😭😭😭😭😭😭Take my knees! - **賺錢豪哥 · 2025-02-27T06:25:52.000Z**: Thank you, boss. The project mentioned in the article, XtalPi now has money and is not very interested in one-time fee services anymore. They want to go for a revenue-sharing model. Recently, they should be looking to invest in quite a few companies to quickly raise the company's technological barri - **小布同学 · 2025-02-27T06:14:49.000Z**: Thanks boss for the pep talk! Strengthen our unwavering confidence! - **椰丝不卷 · 2025-02-27T06:09:02.000Z · 👍 3**: Although I am very optimistic about the prospects of AI in medicine and new materials, to be honest, I still can't see the commercial landing path of XtalPi, especially the cycle of turning losses into profits. In addition, the financial report does not show how so much financing was spent. Maybe it - **江汉南京 · 2025-02-27T05:57:24.000Z**: Thank you - **池池 · 2025-02-27T05:54:59.000Z · 👍 2**: The painful point for WuXi AppTec is not just the drop, but the fact that it followed the decline instead of rising when Hong Kong stocks surged. Therefore, it's even more important to maintain a firm and calm investment mindset. Thanks for the boss's mental massage 😁 - **天放的大时代 · 2025-02-27T05:48:35.000Z**: I was smoking while reading the boss's post. Feeling much better now. Keep it up, stay confident!! - **Jacko C · 2025-02-27T05:48:33.000Z**: The boss is too fan-friendly 😢😢😢 - **John_Tang · 2025-02-27T05:42:50.000Z · 👍 1**: The boss said he's middle class. That's way too humble, lol. - **John_Tang · 2025-02-27T05:42:02.000Z · 👍 5**: The boss's psychological massage is so on point. Hope the boss won't be disturbed by some negative comments in the comment section. Investment decisions are made by oneself, and everyone is responsible for their own money. Hope the boss keeps sharing - cheering for you boss! - **J儿小的韭菜 · 2025-02-27T05:40:16.000Z**: The boss came to give us a pep talk. We've been numb from the losses this week.