Guangqi Technology's Light Boat Has Passed Thousands of Mountains: The Art of Market Reversal

On November 28, 2025, after Guangqi was included in the four major index funds, the market erupted in cheers, unanimously believing that Guangqi’s moment to shine had arrived. The next trading day, it opened gap up and hit the daily limit. Today, on the day of the beginning of spring in 2026, Guangqi Science, a former partner of Guangqi, announced a complete liquidation of holdings, pushing the market to extreme pessimism, almost filling the upward gap from December last year. Some of Guangqi’s die-hard fans also nearly lost all patience, almost completely clearing their positions, only holding onto profits and running, pushing the valuation into a bear market state, irrationally assigning a valuation of 30 yuan.
There is a famous saying in the A-share market: everything is cyclical, all suppression is for buying, all rallies are for selling. Looking at the two major light module stocks that were included in several indices in December 2024, from December 2024 to April last year, the shakeout reached four times the highest price, almost forcing most retail investors to flee in panic. The stock price also fell below the annual moving average, and retail investors almost unanimously believed that the light module sector was in a bear market. Later, after digging a big hole in early April, a major reversal occurred, turning into a favored stock among institutional holdings. From the April low, the increase reached tenfold. With daily trading volumes of hundreds of billions now, it has become a darling among retail investors, while the main players have been gradually exiting for some time. Those who still financed and increased positions at high levels are destined to be the buyers in the first half of this bull market, the so-called “computing power bull market.”
This year, Guangqi, which was included in the four major indices, seems to be repeating the trend of the early year of last year’s light module stocks. The stock price was pushed down to near the annual line, fully in a bear market pattern, and many die-hard fans have almost given up in despair. Who benefits most from this outcome? Naturally, the main forces still collecting chips.
Until now, few people understand the true value of Guangqi’s inclusion in the four major indices, and the ownership of last year’s 8 billion debt-for-equity swap remains unclear. As retail investors, there’s no need to fully understand this, but it’s essential to grasp Guangqi’s basic investment logic. Since last year, I have advised fortunate Guangqi fans to read Master Lin Zhongxing’s sharing from last year’s 611 event multiple times, but unfortunately, even those die-hard fans seem not to have deeply understood Guangqi’s true value.
In Master Lin’s article, the message is clear: Guangqi is a company that “changes the world.” As long as smart Guangqi fans believe this, in the next one or two years, holding just 22 shares can help most investors achieve their dream of financial freedom.
Regarding fundamentals, a few more points:
First, Guangqi has helped Dongda’s military aerospace equipment achieve a leapfrog upgrade from the top end, becoming a top military aerospace power. Its technology is two generations ahead of the world’s top level. For Dongda, which aims to become a financial powerhouse and gain global financial asset pricing power, Guangqi is undoubtedly a powerful tool. I believe top domestic assets have also noticed this; otherwise, why was the 8 billion debt-for-equity swap stabilized at around 50 yuan? At the beginning of the year, the Ministry of Industry and Information Technology issued a document to fully promote AI + manufacturing, helping leading companies become global AI application leaders and spearheading a global industrial revolution. This is a clear signal: only the meta-material technology industry, characterized by general-purpose technology, has the potential to lead a global industrial change. Meta-materials are undoubtedly one of the best options.

Second, during the 14th Five-Year Plan, the output value of fifth-generation and sixth-generation fighter jets will grow from 150 billion to 500 billion yuan. Guangqi’s share will increase with product iterations, with an annualized compound growth rate of over 60% based on 2026. In 2026, the output will jump from 60 tons to 320 tons, which will undoubtedly be the trigger for Guangqi’s main upward movement.

Third, Dongda’s local government has become eager to shift from land finance to equity finance. The population’s birth rate has plummeted. Apart from some core areas of first-tier cities where housing prices still have some appreciation potential, most other properties are oversupplied. Therefore, this bull market is driven by national policies, with the index reaching 12,000 points as a certainty. Currently, Guangqi’s stock price has fallen to around the annual line, which for a top-tier tech company with autonomous pricing power in a bull market is almost a bargain. Buying top-tier tech companies at bear market prices at the top of a bull market is a profitable deal.

Transition

1. The Central Financial Office has directly set the tone—China aims to upgrade from a financial power to a financial strong country! What is a pattern? This is it! The official document clearly tells everyone: future wealth depends on the stock market!
2. When looking at policies, connect the pieces: these past two years, policies have been like puzzle pieces, and now the picture is becoming clearer—the country is shifting its economic engine from cement pillars (real estate) to equity certificates (stock market). When the era turns, we must be on the train!
3. Why must we transform? The common people’s wallets have shrunk for two years, and we can’t delay anymore! When real estate can no longer make people rich, where will the money go? The pool is limited, and the flow of water determines the direction of wealth!
4. Remember a historic day: March 5, 2025, “stabilizing the stock market” was written into the government work report for the first time! This is a signal flare! The more difficult the times, the more we need a bull market to break the deadlock!
5. 2026 will be a turning year: successful transformation = a golden period for the next 20 years. But the premise is— the stock market must first rise! Only when accounts turn red will people dare to spend, and the economy can come alive!
6. To be blunt: even in extreme market conditions, 90% of people are regretting and fearful. But history proves—wealth always rewards the persistent minority! Your mindset is like the K-line of your account!
7. Those who truly make big money in stocks never hide from corrections: from 3000 points to now, every pullback has been met with face. But what’s the result? They’ve never missed out! Those avoiding declines often also avoid the rises!