Chapter 303 [New Market Concept: K-God Concept Stocks]

As of the close, the A-share and two markets fell sharply across the board. The Shanghai Index fell -3.45% to 3223.53 points, with a turnover of 295.1 billion; the Shenzhen Component Index fell -2.90% to 13453.28 points, with a turnover of 178.2 billion. The combined turnover of the two cities was heavy 473.3 billion.

Today, the huge amount of the year was released, breaking the record of 435 billion on July 29, the day when the market plummeted from a high level.

Regarding the sudden plunge in the market today, after the market closed, Zhuge Liang's teachers from all walks of life began to review and summarize.

It is attributed to three reasons: one is its own technical factors. From the beginning of the month to the present, the market has continued to rise, and there has been no decent adjustment; the other is the impact of the B-share diving. The drop of -8% led to a sharp drop in A shares; the third is that bank stocks are rumored to be negative, and funds need to be tightened.

This year's second high has come out, which is 3361.39 points.

...

afternoon.

"Today, the company withdrew 45% of the stock assets held in the A-share market, and completed about 67% of the liquidation target in two days." Tian Jiayi, who returned home, reported to Fang Hong the withdrawal of Qunxing Capital.

"Well, you can take a break tomorrow, and the remaining chips will be released at the beginning of next month." Fang Hong nodded and said, "I will clear it when the index rebounds again, and complete the remaining chips when the index rebounds to around 3300 points again." cleared."

Tian Jiayi made a memorandum of his decision, and will go to the company tomorrow to arrange it. The beautiful assistant has no objection to Fang Hong's strategy in the capital market. Even if he doesn't understand it, he firmly believes that there is his reason and believes in his judgment. .

Who made him grasp the trend of the market so accurately every time? Tian Jiayi also looked at her account today. She currently holds the stock of Oriental Yuhong. Before that, she heard Fang Hong's 1 million buy double currency shares. , leaving the market with a profit of 2.7 million, and then bought all of Oriental Yuhong at a price of 22 yuan.

This stock also fell by more than 5 points today, and the closing price closed at 37.7 yuan. Tian Jiayi held the stock, and the profit was withdrawn a little. At present, it is still floating profit +71%, and the profit is 1.91 million yuan. The market value of holding this stock has reached as much as 4.61 million yuan.

Fang Hong didn't inform her to operate, and she didn't move at all. Whenever Fang Hong said she would sell it, she would sell it.

It is indeed much more fragrant than taking the salary of Qunxing Capital.

After a while, Tian Jiayi reported another matter: "The first judicial auction of Ruihe Pharmaceutical Group ended today, and the first auction failed."

This matter has attracted much attention in the industry. Ruihe Pharmaceutical Group started the auction with a price of 5.675 billion yuan. Qunxing Capital did not send anyone to participate in the auction, and it was no surprise that the auction failed.

Judging from the value of Ruihe Pharmaceutical Group alone, the starting price of 5.675 billion yuan is a bargain at the price of cabbage, but Qunxing Capital did not bid for it, and no institution participated.

Anyone who knows it understands that this is the fish on the chopping board of Qunxing Capital.

Ruihe Pharmaceutical Group still has more than 20 billion unpaid assets and debts. This is not covered up too much, and other institutions can find out with a little due diligence.

If you dare to take down the 100% equity, you will be forced to pay debts when you turn around. Everyone in the industry knows that it is the debt and non-performing assets stuffed by Qunxing Capital. The purpose is to tell others not to come here. Get involved.

Finally, Fang Hong asked, "When will the second auction be held?"

Tian Jiayi immediately replied: "No accidents, the second foreclosure procedure should be started around mid-January 2010 next year."

The price of the second foreclosure will be lowered to 4.8 billion yuan. At that time, Qunxing Capital will send someone to take the auction, and Ruihe Pharmaceutical Group will be officially incorporated into Qunxing Capital. The follow-up matter is the split and reorganization. It is to land on the GEM IPO listing.

All of these have been clearly arranged and can be executed according to the plan.

...

evening.

There is new news in the capital market. For the news that large state-owned banks will increase their capital adequacy ratio to 13% next year, the China Banking Regulatory Commission has denied the authenticity of the news.

This caught everyone off guard.

The following day, November 25th, when the A-share market opened, the stock index fluctuated in the early trading and fell back. At around 11:00, the market fell by more than 1 percentage point, touching the 20-day average price line, but immediately started a V-shaped rebound.

The market opened in the afternoon and continued to rebound and rise, rising all afternoon.

As of the close, the Shanghai stock index shrank and rose +2.07%, to 3290.17 points.

Today's repairing market is a short-term oversold rebound. Yesterday's killing was too hard and sudden, and the drop was a bit too much.

It is worth mentioning that several stocks that Fang Hong bought bottoms at the end of yesterday, and several new stocks such as Dayu Water Saving, Beixin Road and Bridge, etc., directly opened the second board today.

The reason is that Fang Hong's personal securities account also entered these new stocks. Dayu Water Savings fell to the limit yesterday, and Beixin Road and Bridge opened high and went low. up.

These few new shares immediately became hot, and the mood reversed directly.

As soon as the stock market opened today, stockholders bought in one after another and were quickly turned back by the top board. Hot money from all walks of life was convinced by this situation. The market appeal of God K is invincible. It really means that there is always a group of fanatics in the market. retail fans.

In the next two trading days on Thursday and Friday, the two new stocks Beixin Road Bridge and Dayu Water Saving both went out of the triple board market.

Regardless of your logic and fundamentals, God K's arrival is the hardest logic, and the tickets ordered by God K are the hardest logic. God K's car will never deceive people, as long as you follow the car in time, you must be a big meat.

This is the interpretation that capital is king in the market, driven by emotions, and a group of speculators in the market hold together with the concept of K.

K God has now become a new concept in the A-share market. K God concept stocks, as long as they are voted by K God, they can go up. This is outrageous, but it is the consensus of the market, just like the convertible bond market ten years later. Some anti-reverse bond types are the same. When the market plummets, the market has a lot of funds to play with the designated convertible bond type. When the market falls, it rises sharply.

There is no logic. If you insist on logic, there is a tacit consensus reached by a group of shareholders. As long as the market falls, they will do convertible bond hedging.

And the current "K god concept stock" is also a tacit consensus reached by the market. As long as the K god enters the ticket by default, it can hit a high-standard market in the market outlook, and when the overall market atmosphere is good, it can hit a super-high standard. For example The concept of reorganization is the first shareholder of Baishi Supermarket.

As for the emotional ebb, those who take the last blow can only hope for luck.

Dongbai Supermarket, which was known as the leader of the universe before, is now an outdated leader and is not as good as a dog. Now it has hit 7 one-word limit-downs in a row, plus the first sky-floor limit-down.

At present, eight consecutive limit-downs have been recorded, and the stock price has fallen from 35.35 yuan to 13.84 yuan. From the highest point, it has fallen by more than -60%. After the half-cut, it is still killing, and still no opening.

Because after the halo of the concept of reorganization is shattered, the current stock price cannot be supported at all, and judging from the financial report of Dongbai Supermarket, being ST is a high probability event. The story has been told so many times before, and the wolf has cried so many times. No one will come to play. It can be said that the previous epic market has completely overdrawn this stock.

Beixin Road and Bridge and Dayu Water Saving had a two-day continuous daily limit on Thursday and Friday and went out of the continuous market. However, during the same period, the two big negative Ks in the market fell, and the stockholders who stepped on the wrong rhythm fell into confusion. The stockholders who rebounded and entered the market on Wednesday Called out to be cheated by big A.

On Thursday, the broader market plummeted -3.62%, breaking the 3200 mark; on Friday, it fell again -2.36%, falling 3100 points, and finally closed at 3096.26 points.

...

At around 17:00 on Friday, Kyushu Blue Arrow released a super heavy press conference. The media reporters who rushed to the scene unexpectedly found that representatives of the two domestic aerospace giants also appeared at the press conference.

That's right, this is a joint press conference, composed of three parties, namely Kyushu Blue Arrow, Aerospace Science and Industry Corporation, and Aerospace Science and Technology Corporation.

At the press conference, Qiu Guangcheng, the current person in charge of Kyushu Blue Arrow, personally announced that Aerospace Science and Technology Group and Aerospace Science and Industry Group and Kyushu Blue Arrow have reached a strategic cooperation. The two aerospace giant groups have become shareholders of Kyushu Blue Arrow, holding 20 % of equity.

The efficiency is fast, far beyond the expectations of the outside world.

The two major aerospace giant groups have strategically invested in Kyushu Blue Arrow. According to the agreement reached, the two aerospace giant groups and Kyushu Blue Arrow signed a concerted action agreement, which is valid until the two giant groups completely withdraw from Kyushu Blue Arrow.

That is to say, as long as the two aerospace giants hold the shares of Kyushu Blue Arrow, they must act in unison to follow the vote.

The two aerospace giant groups representing the national team will hold a total of 40% of the shares of Kyushu Blue Arrows. In a sense, Kyushu Blue Arrows can be regarded as half of the national team.

...