Reborn in 2012, building a new energy empire

Chapter 148 Getting on board with LeEco

Jiang Haoran sat up straight, his gaze becoming sharp and resolute: "I agree with this industry assessment and the logic behind selecting core targets. This direction is the main battleground for our second-phase fund in active equity investment."

He gave clear instructions: "The initial investment amount can be set between 40% and 60% of the total size of the second phase fund, and the specific percentage can be dynamically adjusted according to market conditions."

"Our position-building strategy must strictly adhere to our established principles: low-key, phased, and left-side entry. Do not try to buy at the lowest point, but be sure to complete the establishment of core positions before the market generally wakes up."

Jiang Haoran also emphasized: "We don't need to worry about short-term market fluctuations; in fact, we should welcome better buying opportunities brought about by the market's inertia in decline. Our cost advantage will be based on the time lag in market perception."

"At the same time, post-investment follow-up must be carried out immediately, especially the progress of LeEco's ecosystem implementation, cash flow status, and the launch data and user feedback of new products from Palmfun and Zhongqingbao, which must be monitored in real time."

After saying this, he looked out the window. The March sunlight was streaming in through the glass curtain wall, casting bright spots of light into the room, bringing a touch of warmth.

He could almost see that, beneath this radiance, capital and industry were quietly brewing a massive transformation.

"Remember," he withdrew his gaze, his voice steady and powerful, echoing in the conference room, "our actions at this moment are not about chasing market trends that have already been fully priced in."

"We are sowing seeds," meaning we are planting the seeds of the next era in soil that is generally overlooked or even misunderstood by the market.

"The market's sluggishness is actually our best friend, as it gives us a valuable window of opportunity to make strategic plans."

With the strategy set, the massive financial machine began to operate with precision.

The transaction instructions were sent out silently through an encrypted channel.

In March, the A-share market was still dominated by the pulse-like rebound of cyclical stocks. The ChiNext index fluctuated narrowly around a low level, and the daily trading volume was often sluggish, like a forgotten pond with no ripples.

The funds from Jiutian Investment flowed silently into this pool of water, like countless streams, precisely targeting the stock codes listed in the reports.

The purchase records were scattered across different business departments and time periods, with each transaction amount carefully controlled to avoid leaving any noticeable traces on the trading screen.

This process lasted for several weeks, during which the ChiNext index even dipped slightly several times, causing some newly established positions to temporarily incur paper losses.

But inside the trading room, everyone from Jiang Haoran to every trader was unusually calm. They knew exactly what they were doing; short-term price fluctuations were insignificant compared to long-term industry trends.

At the same time, Jiang Haoran's own private investment account was also operating in tandem.

Instead of simply allocating his personal funds proportionally to the fund, he made a more concentrated bet, one imbued with his personal conviction.

After carefully weighing the risks, flexibility, and personal risk tolerance, he allocated 1.5 million yuan from his prepared personal capital and decided to focus on two or three core targets that he judged to be "the most flexible and the ones he had researched most thoroughly."

Huayi Brothers, as a benchmark in the content ecosystem and the target with the highest brand value, has been allocated 5000 million yuan. He believes this is the "cornerstone" of the portfolio, ensuring strong long-term value even amidst short-term fluctuations.

Ourpalm, as the direct "spearhead" of the mobile game boom, has a budget of 5000 million yuan. He has conducted in-depth research on its team and product line and believes that it has the genes to produce hit games and has the greatest growth potential.

Despite LeEco being the most risky investment in the entire portfolio, Jiang Haoran still allocated 5000 million yuan to it.

The logic behind this investment transcends the realm of ordinary "venture capital," imbued with a cold and sharp clarity that only those who have been reborn can possess.

In his memory, the end of LeTV was as clear as day, and the promise of "returning to China next week" was still a major joke on the internet before his rebirth.

The halo of ecological transformation will eventually fade, and the enormous ambition will collapse amidst the cracking of the financial chain, ultimately leaving behind a mess and the regret of countless investors.

He knew where Jia Yaoting's "suffocating dream" would ultimately lead.

However, what is equally clearly imprinted in his mind is the capital feast that swept through the A-share market before this, which can be described as crazy.

Before the bubble reaches its peak, LeEco's stock price will soar like a rocket, attracting market attention and capital with its disruptive story, seemingly closed-loop ecosystem concept, and extreme rendering of the future vision of the "living room internet gateway." The magnitude of the increase will be enough to bring amazing returns to any early investors.

His investment of 5000 million at this moment is not out of acceptance of the final outcome or wishful thinking, but more like an actor who knows the script well and precisely steps onto the stage. This is a precise arbitrage based on "time and space difference".

The end of LeEco constantly reminded him of how powerful the irrational forces of the capital market can be, and tested whether he could remain absolutely sober when everyone was drunk, and find that safe exit before the music stopped.

After completing his layout in the capital market, Jiang Haoran's vision did not stop there.

On another screen in the office, the weekly technical briefings and production data of the emerging technology company (Kirin Technology) are updated regularly.

The breakage rate of diamond wire busbar during drawing has decreased by a few tenths of a percent, and the cutting efficiency test data for the latest batch of samples shows a slight but continuous improvement.

These dry numbers represent another silent but arduous battle in the physical manufacturing industry.

On one hand, there is the burgeoning virtual world, brimming with traffic and entertainment extravaganza; on the other hand, there is the ultimate pursuit of micron-level precision and cost control in real-world workshops.

One is tangible, the other intangible; one is fast, the other slow. Yet, they form a remarkable complementarity and balance on Jiang Haoran's strategic map. They both point towards the future—a more digital future that also requires more robust hard technology support.

Jiang Haoran pointed to the thick investment report and said to Chen Jingge, "The main position building work is proceeding as planned. The daily tracking, data updates, and public opinion monitoring will be handled by you. Unless there is a disruptive logical breakdown or extreme market anomalies, maintain the current position strategy."

He paused, looked at the stock codes on the computer screen that he already owned or was waiting for the right time to buy, and said in a calm but powerful tone: "Our main task, from now on, is to wait and deepen our understanding."

"1

"We await the self-realization of industry trends and the gradual shift in market perception. At the same time, we will conduct more in-depth research on our targets and more closely track industry changes. Thunder and waves may strike during the seemingly calmest summer or in the next autumn."

A faint, confident smile appeared at the corner of his mouth. "And we have already taken the best position."

Occasionally, during breaks from reviewing reports, or while gazing at the dazzling night view outside the window, Lin Miaomiao's image would appear in his mind.

Thinking of the parental pressure and technological debates she faced in the family business, a warm and resolute feeling welled up inside him.

His current moves in the capital market and investments in real technology are not only for increasing wealth, but also for rapidly accumulating sufficient strength, resources, and industry influence.

He longs to be her strong support at some crucial moment in the future, and to prove with facts that the path they jointly chose—"technology-driven, industry-based"—is not only correct but also full of hope.

The spring breeze blows quietly but firmly across the Huangpu River, stirring the weeping willows on the bank and also stirring the undercurrents lurking deep within the capital market.

In Jiutian Investment's office, which overlooks half of the financial district, a precise strategy based on insightful observations across time, rigorous industry analysis, and unwavering conviction has been quietly completed.

The seeds have been buried in the still-cold soil according to a carefully designed pattern.