Chapter 370 [It's time for the company to enter the big A to work]

Today's market plummeted, apart from the sharp drop in US stocks in the external market, the main factor was the news from the village.

During the weekend weekend, relevant parties in the village stated that the IPO review of the main board was not suspended.

As early as May 13, that is, last Thursday, there were rumors that due to market pressure and frequent breakouts of new shares, the management would suspend the IPO on the main board.

But during weekends and weekends, the relevant person in charge of the village came out to refute the rumors and clarified the news, saying that there was no.

To put it bluntly, the issuance of new shares is still the same!

There was a rebound last week, but it was rumored that the IPO would be put on hold to let the market take a breather. As a result, the news that came out now will not slow down, and the reissue still has to be released.

have to!

The market doesn't beep, either. When the market opens today, I will kick my legs and show you.

In terms of individual stocks, Weibo subsidiary’s backdoor listing of Dasheng shares was also hit by the market’s limit today. The closing price was 30.74 yuan, returning to the 30 yuan price range again, with a market value of 16.2 billion.

However, this did not hinder the reorganization process of the Weibo subsidiary.

At present, several major institutions that want to manage the market value of the company are also working hard, and are actively promoting Dasheng shares to be able to enter the two major indexes when adjusting the sample of the Shanghai and Shenzhen 300 Index and the Shenzhen Stock Exchange 100 Index in the second half of the year constituent stocks.

That's next month.

...

In the afternoon, stay in the villa quietly.

Tian Jiayi came back from get off work. When he entered the villa and went to the living room, he met Yu Qiu, the housekeeper. She stopped Tian Jiayi and said, "Brother Hong asked me to tell you. When I come back, I will go to the study to find him."

Hearing this, Tian Jiayi nodded: "Well, I'll go right away."

The two chatted briefly. Tian Jiayi did not return to his bedroom when he went upstairs, but went directly to the study. The door was open. When he entered the room, he saw Fang Hong sitting in front of the computer at his desk editing the content of the material.

She also found that Fang Hong was very focused at work. Although he was behind the scenes and strategizing, he still had to spend a few hours a day to understand the company's situation. Tian Jiayi also reported to him about the company's affairs every day when he came back.

Fang Hong is the hands-off shopkeeper, but there is a prerequisite, that is, he must know the company well, and based on this premise, he can be a qualified hands-off shopkeeper, doing everything but knowing everything.

Only when the real-time situation of the company is well known, the people below will not dare to hide it, otherwise, the shopkeeper will be in front of him, and the people below will not know if he is emptied.

As for college classes...

Eighty percent of the time Fang Hong was skipping classes, but to the surprise of the beautiful assistant, he still didn't fail the class.

"That's right, you can't treat this guy with common sense..." Tian Jiayi muttered a few words in his heart, put away his thoughts, and immediately walked towards Fang Hong, came to him and said, "Yu Qiu said you were looking for me, what's the matter?"

Fang Hong turned his head to glance at the beautiful assistant, stretched his waist by the way, and said slowly: "It's time for the company to enter the A-share market to work."

It happened that the materials had been edited, Fang Hong glanced at the printer, and immediately added: "Go and get some A4 paper."

Tian Jiayi turned around and went to a cabinet on the other side, took out a stack of blank A4 paper and put it in the printer, Fang Hong immediately printed the document, and the contents were printed page by page, Tian Jiayi took an empty folder to organize the contents of the materials, and at the same time Looking at Fang Hong, he asked curiously: "The current market index has only reached 2550 points. Are you pessimistic about 2300 points? This is the entry?"

Fang Hong said in an orderly manner: "The current capital volume of Qunxing Capital is no longer an order of magnitude compared with a year ago, so we can only start trading from the left side, otherwise we will wait until the market bottoms out before making a move. Wouldn't it be a mistake to trade on the right side?" The person who carried the sedan chair? What's more, many asset targets are about to bottom out, and the core assets have reached a very good buying point."

Mao Tiao has fallen to the price of 125 yuan, and Wantao A has even fallen from the high point of 14.97 yuan. Today, it fell another 5.34 percentage points.

"How much capital do you plan to deploy this time?" The beautiful assistant stood next to the printer, sorting out the printed documents one by one, and Fang Hong said, "100 billion, and then pledge the price to a total of 1,500." It’s almost 100 million, too much and the market can’t bear it.”

Hundreds of billions of over-the-counter liquidity funds entering the secondary market can really easily push up the index, at least in the short term, it can push up a strong rebound.

This is definitely not a joke, not to mention that there are many other institutions for off-market liquidity. Qunxing Capital is not the only smart money in the market, there are many capable people.

Fang Hong leaned on his chair and said with a smile: "The expected goal is to inject 150 billion yuan of liquidity into the secondary market to hold stocks in about 30 trading days. The core assets are the main assets, and an average of 5 billion yuan of liquidity will flow into each trading day. .”

Tian Jiayi thought about it and said: "30 trading days, that is to complete the layout before the end of the first half of the year."

Fang Hong nodded.

It started to enter the market in the middle and late May, and the second quarter report has been issued long ago. After Qunxing Capital completed the layout, it happened to complete the capital entry in the first half of the year, and it will enter the second half of the year immediately.

With the arrival of July, this time node happened to be stuck in the pre-disclosure stage of the semi-annual report.

At that time, major listed companies will disclose the latest shareholder change data, and investors from all walks of life in the market will see Qunxing Capital holding large positions, which will definitely bring a great boost to market confidence.

The smart money who precisely bought the bottom at more than 1600 points and escaped the top at more than 3400 points has come back in a big way!

It shows that the market has stabilized.

After all, such a large institution has spent hundreds of billions of dollars in real money, and the boost to the confidence of market bulls cannot be ignored.

While tidying up the printed documents, Tian Jiayi also took a look at the content above. The content of these materials is the stocks of the major sectors that Qunxing Capital entered the market, mainly the core assets.

"This time the ratio of the military sector has reached as much as 30 billion?" Tian Jiayi's beautiful eyes flashed a look of surprise, and he couldn't help turning his head to look at Fang Hong curiously: "So optimistic about the market of the military sector in the second half of the year?"

The amount of funds allocated to a single sector accounts for 20% of the company's total liquidity allocation ratio, which is the largest allocation of funds in a single sector. It is not an exaggeration to say that it has a heavy position in military stocks.

And this has almost reached the limit of holdings in the military industry sector, because the market value of the military industry sector is hundreds of billions, excluding some stocks in the sector that are not optimistic, the rest are those, but a single stock cannot hold more than 5% of the total share capital. Card line, otherwise it is not very good to quit.

Therefore, 30 billion has basically reached the limit that this sector can carry at present, and it cannot be added.

Fang Hong nodded and said: "Although the economic recovery trend is good, the management's continuous macro-control actions will still affect the market's long-term sentiment. In this market with many uncertain factors, certainty A strong military industry sector is often easily recognized by the market. Moreover, the military industry sector does not lack catalysts, such as industry integration, emerging strategic industry support targets, etc. "

Tian Jiayi looked at him thoughtfully and said: "That is to say, the current economic environment is still complex, coupled with the impact of the European debt crisis, the market is facing a series of uncertainties. From past experience, in this stage, the market actually prefers industries with relatively less uncertainty, such as agriculture, medicine, military industry and other industries.”

Tian Jiayi is Fang Hong's person anyway, and her professionalism is getting stronger and stronger, and she also knows that in the first half of last year, there was a crazy rise in the military industry sector, and the cumulative increase in military industry stocks represented by Yizhongbing Optoelectronics was huge. .

And its main catalyst events are the representatives of asset injection and renormalization, high-speed distribution, armament informationization, and digitization.

In addition, the collective rise of military stocks also has some background support, such as the 60th anniversary of the National Day military parade, aircraft carrier planning and so on.

After a while, Tian Jiayi couldn't help asking curiously: "Could it be that the military sector in the second half of this year has a catalyst similar to that in the first half of last year?"

Fang Hong nodded and smiled: "Smart, the current situation is similar to the beginning of 2009. First of all, there are many uncertainties in the future, and there are big differences in macro-control. For example, whether the economy is overheating or the recovery is still not solid ? Is real estate regulation the direction of regulation? How will inflation evolve?”

Fang Hong went on to say: "Secondly, the market preference is not stable enough. In the past few months, the accumulative increase of small and medium-cap stocks, coupled with the launch of stock index futures and other factors, the market style needs to be transformed, and the market is uncertain. There are many, making investors more inclined to opportunities with strong certainty, which undoubtedly provides sufficient conditions for the rise of the military industry sector.”

Hearing this, Tian Jiayi couldn't help but nodded, and couldn't help but Yan Zhan said with a smile: "It's true what you said. The small and medium-cap shareholder Fang Yuhong I bought with you has more than doubled in the first half of the year. The Desai I bought some time ago Batteries are now at 50 points, small and mid-cap stocks have indeed risen rapidly in the first half of the year, and Oriental Yuhong has plummeted recently, fortunately you let me sell."

This also shows to a certain extent that the market style is switching.

Oriental Yuhong began to fall sharply after the daily limit on April 26. It fell by 4.5 percentage points the next day, and then it was hit by the daily limit three times in a row. Today’s market plummeted, and the stock fell by more than 8 percentage points. , The current cumulative decline has exceeded 40 points.

The beautiful assistant is worshiping him more and more. He can always make the right decisions and earn the most money. No wonder he doesn't treat money as money when he spends it. This guy's money comes too fast.

...