Chapter 612 [When you

In the capital market during this period, in mid-to-late August, the performance of the A-share market continued to decline. On Monday, August 27, the market index directly gapped and opened low, and came out of a bald head and bare feet. Yinxian, the index fell -1.74%, closing at 2055.71 points, a new low for the year.

The A-share market fell below 2100 points and entered a defense battle of 2000 points, and the lower limit was repeatedly broken.

In March, the voice of shouting to stand at 2,500 points, break through 3,000 points, and look at 4,000 points has disappeared.

Now even 2500 points are starting to become unattainable.

However, no matter how bearish the market is, not all individual stocks are falling. The trend of the top ten subsidiaries of the galaxy system deviates from the broader market. The stock index continues to break through and go all the way south. It is constantly breaking through the upper line all the way to the north.

The three stocks Kyushu Blue Arrow, Yixing Media, and Kunpeng Technology successively broke through the high points on the first day of the resumption of trading, and stepped out of the platform range and started to go up the relay.

The stockholders were all in awe. The stock prices of the subsidiaries of Qungalaxy seemed to be higher than the highest, but few people dared to get in the car, and few of those who had the upper hand were knocked out of the car, and few dared to get back into the car. .

Because I am really afraid of heights!

It is worth mentioning that the popularity of the seven groups of galaxy-themed public funds is also gradually rising, because these funds rank among the top ten in the net value income list of similar funds this year.

That's right, these seven public offering funds are all in the top ten, and the one with the lowest net value return has also achieved a cumulative return rate of +68.89% since its establishment this year.

I always wanted to wait for the callback before getting back into the car, but I had no chance at all, and I could only look up and watch if I didn't want to chase the high.

Now I don't dare to chase anymore.

However, after entering the middle and late August, the profit-making effect of the agricultural planting sector is obviously stronger than that of other sectors, second only to the galaxy concept stocks.

This sector has real and major benefits, and the promotion of the sector to get out of the continuous market is driven by the event that Qunxing Capital entered the agricultural field on a large scale.

The market index continued to hit new lows in negative declines, and stocks related to the agricultural planting sector were very resistant to falling, while some rose against the trend. For example, some listed companies that make greenhouse materials all rose to varying degrees.

Qunxing Capital wants to promote the modern agricultural technology of "smart greenhouses". There must be huge space for greenhouses, and the performance expectations are open.

In the past few days, several companies in the agricultural planting sector have heard rumors that Qunxing Capital intends to acquire them. The stock prices of related companies are also speculated to obtain funds in the secondary market.

At the end of the month, three companies in the agricultural sector disclosed announcements to the public and were in contact with Qunxing Capital.

The stock prices of these three companies immediately rose by the limit.

Qunxing Capital does intend to invest, but it is not in the secondary market to buy stocks and raise placards, but in the form of private placement and refinancing, because this is not a pure investment, and it needs to get real money for the three companies that are interested in it. Funds are used for development.

In addition to the layout of the upstream end of the industry, the layout of the downstream terminal is also continuing to advance, including the logistics link. Qunxing Capital is also integrating relevant logistics resources, opening up logistics channels, or establishing joint ventures, or reaching strategic cooperation with existing logistics companies. .

The consumer-oriented agricultural product supermarkets are also integrating resources. They start with big cities to create special brands, and start to decorate and upgrade after finding a good site. Agricultural product supermarkets only supply fruits, vegetables, rice and other grains to the market.

In the early stage, the upstream agricultural products in the Northwest and Inner Mongolia will definitely not be available in a short period of time, and they are still barren.

However, the expansion of downstream terminals can be carried out in advance. After the integration and dredging of the logistics system, the supply of agricultural products can be purchased from fruit and vegetable farmers, and the supply chain channels should be established and operated first.

In the future, the agricultural products and vegetables in the Northwest and Inner Mongolia will grow up, and after they can be exported for supply, they can directly enter the major agricultural product supermarkets through the logistics system, and gradually form the strategic goal of "integration of supply and marketing".

In the field of agriculture, Fang Hong didn't pay much attention to the strategic policy after he set it. His subordinates were implementing it, and it was enough to check the progress regularly. The development of modern agriculture is a long-term undertaking.

...

Enter September.

Jingxin lived in a room on the second floor of the villa. Tian Jiayi reported to Fang Honghui: "Xingyu Technology has made significant progress. According to Qin Feng's report, Xingyu Technology has successfully settled Qualcomm and ICMC, and added 45 million S620 chips. The order volume of mobile processor chips is confirmed to be 150 million pieces for S680 mobile processor chips.”

Tian Jiayi went on to say: "It is currently in full production, giving priority to supplying Xingyu Technology. Almost all the capacity that can be squeezed out is used for mass production of these two chips. It is expected to complete the order delivery within the next five months."

Hearing this, Fang Hong nodded, and also calculated the time in his mind. It happened to be around February next year. The previous plan was to "pull up" around this time point, to close the door and beat the dog, and there would be no good at that time scruples.

Fang Hong can also play the operation of directional blasting, and he dares to play it.

What is certain at present is that foreign capital is aggressively investing in group galaxy concept stocks, either entering the market in a curve, or entering the A-share market through QFII channels.

These inflows of funds from abroad are not for long-term value investment, but they have discovered that there is a backing for the concept stocks of the galaxy system. They come here to make a profit and then leave, betting that Qunxing Capital will take over the market at that time. I also bet that Qunxing Capital would not dare to do anything to foreign capital.

After a while, Fang Hong asked: "What is the recent flow of QFII funds of several listed subsidiaries?"

Tian Jiayi replied immediately: "The data shows that there are inflows and outflows, but the overall trend is a slow net inflow."

Among the several large groups of galaxy concept stocks, what is currently known and can be confirmed is the continuous inflow of foreign capital, but the specific composition of foreign capital is unknown. It is unknown whether it is Wall Street capital or other capital, and the further identity is even more important. impenetrable.

However, Fang Hong didn't care about the composition of foreign capital at all. It was enough to confirm that it was foreign capital.

As for whether the concept stocks of the galaxy system will be blacklisted by foreign investors in the future, Fang Hong doesn't care at all, and it would be best not to come.

If they still come, and there are a lot of them, then I'm sorry, I can only cut another one with tears in my eyes.

Fang Hong asked again: "What is the current floating profit situation of foreign capital?"

Tian Jiayi immediately replied: "The data at the end of August showed that the profit was in the range of +35% to +45%, but this is the data of QFII, and the hidden part is unknown, but the internal analysis estimates that it should be +70% range."

Hearing this, Fang Hong thought for a while and then ordered: "Say hello to those market-making institutions, suppress the market, slow down the rise, and suppress the liquidity. The profit margin is too high. Xingyu Technology has not yet Go up, let them escape early, it will be difficult to deal with."

...