Today's market performance shows that the market also has a long positive line. At the close, the Shanghai Stock Exchange Index rose sharply by +1.92% to 2409.42 points, regaining the 2400-point mark.
In the last three trading days of this week, the market continued to rebound upward. On Wednesday, the market rose again by +0.49%, and on Thursday it retreated by -0.25%. On Friday, Changyang closed again with a sharp increase of +2.31%, and the index closed at 2470.92%.
As for individual stocks, the past three days have shown the scene of Dasheng and Chengfei integrating into the "two heroes competing for hegemony" for the market leadership position.
On Wednesday, Dasheng shares hit the daily limit, closing at 34.68 yuan/share, up +9.99% from the daily limit, out of the second and third board; Chengfei Integrated opened up the daily limit, closing at 13.90 yuan/share, up +9.97% out of the daily limit, out of the daily limit One enters the second board;
On Thursday, Dasheng shares hit the daily limit, closing at 38.15 yuan/share, up +10.01% from the daily limit, and out of the third and fourth boards; Chengfei Integrated opened at the daily limit, closing at 15.29 yuan/share, up +10.00% from the daily limit , go out of the second and enter the third board;
On Friday, Dasheng shares hit the daily limit, closing at 41.97 yuan/share, up 10.01% from the daily limit, and out of the fourth and fifth boards; Chengfei Integrated opened the daily limit high, closing at 16.82 yuan/share, up +10.01% from the daily limit, out of the daily limit. Three into four boards.
These two stocks have become the most dazzling stocks in the two cities this week. The surge in both stocks has a common core logic: asset restructuring.
Dasheng shares have five boards in five days this week, with a cumulative increase of more than +61%. Among them, four shrinking one-word daily limits have been reached. The daily trading volume of the one-word board does not exceed 20 million funds. All holders are reluctant to raise money and sell. The market situation There is no selling pressure at all, and even though the fifth board is still tightly sealed, there is no intention of opening it, which means that there is a high probability that it will continue to support the first board next week.
Chengfei Group had four boards in five days this Friday, with a cumulative increase of over +46%. The four boards in five days were because it was still in the suspension stage on Monday, and it went out of the shrinking daily limit on Friday, which shows that there is little willingness to sell funds, and there are still expectations of a board in the market outlook.
In addition to the common logic of asset restructuring, these two stocks also have differences.
Dasheng Shares is a typical institutional vote. This week it has been on the top of the straight board and has been on the Dragon and Tiger List twice. The data shows that all institutions are top-selling, and no one else has anything to do with it.
Chengfei Integration has not been favored by institutional investors. This week, the four consecutive trading boards have been filled with hot money and retail investors, and the market has been on the board of continuous changing hands. The turnover rate at the daily limit on Wednesday was 21%. The turnover rate on Thursday reached 41%, and the turnover rate on Friday was 22%.
Compared with Dasheng's daily limit-limited welding of the door, which does not give any chance to get on the bus midway. If you are not in the car before starting, you can only watch, Chengfei Integration has the opportunity to get on the bus every day, as long as you are in the car. Anyone who dares to take part in the relay can get on the bus.
Precisely because Dasheng shares have a one-word daily limit and can go it alone, many people are more optimistic that Chengfei Integration can stand out in this competition. After all, if a company can go alone if it goes one-word price limit, almost no one dares to pick it up. On the contrary Chengfei's integrated handover relay board is relatively safer, and God K provides confidence in this vote.
Therefore, everyone is more optimistic that Chengfei Integration can defeat Dasheng and win this "two heroes" battle and be promoted to the overall popularity leader in the two cities.
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Jingxinju villa, study room on the second floor.
“Relevant data on Agricultural Bank of China’s listing of A-shares have come out. The total frozen funds for online and offline subscriptions are 480 billion, which is far lower than the market’s expected scale of over one trillion. The online winning rate is about 9.29%, the highest since June 2006. The number of new share issuances in the stock market has reached its second highest level since the ‘new-old division’.”
The beautiful assistant who returned home is currently reporting the relevant data of the Agricultural Bank of China to Fang Hong. Because this company's IPO is raising funds, Qunxing Capital is also involved as an institutional investor, and the subscription scale is not low at all.
Tian Jiayi added: "The ultra-high winning rate represents the market's general concern about the Agricultural Bank of China's failure."
Fang Hong said: "The listing of Agricultural Bank of China is the result of strong support from all parties, and institutional investors have also shown their awareness. Agricultural Bank of China has suppressed its own gluttonous appetite, and the market has reluctantly agreed. The listing will not be a breakthrough, but it has to support one or two moon."
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The specific date of the listing of Agricultural Bank of China is Thursday, July 15. The market is currently bottoming out, and the stock index has made a decent rebound.
At this time, Fang Hong added: "Qunxing Capital also helped stabilize the secondary market. At the issue price of 2.68 yuan, we subscribed for 4.5 billion yuan to support the market. We budgeted another 45 billion to support the market in the secondary market. A hundred million or so."
As an institutional investor, Qunxing Capital has also made a lot of money in Big A. When it is time to contribute, we must not be ignorant and show the awareness of institutional investors. To support the market, this money is a bit crazy for Qunxing Capital to be considered trivial, but it is of medium significance, and it is not a big deal anyway.
Those who are not aware will not only be unable to eat well, but may also be beaten.
This does not mean that the money will just evaporate if it is used to support the market. After all, if you buy the shares of the Agricultural Bank of China, you are holding assets. At most, 9 billion yuan of liquidity is locked here. The efficiency is not very high. If you use this money If the money is invested in other equity assets, the return will be higher.
But asset prices will not fall sharply. After all, the fluctuations of bank stocks are not that big. If you hold the stock until the big market wave in 2015 and then withdraw, you will still have an average annual return of 20 percentage points. As a big fund, it is not Low.
With the Agricultural Bank of China's A-share listing on July 15, all large domestic commercial banks have been listed.
However, as a time traveler, Fang Hong, who has the advantage of foresight, knows that this year, the top four banks will agree to a refinancing plan with a total scale of 287 billion yuan from the four major banks, China Construction Bank, China Construction Bank, and Communications Bank, to supplement capital to meet the needs of the industry. Huge amounts of credit and capital adequacy requirements.
Two years ago, Zhongguo Ping An proposed a 120 billion yuan financing plan, triggering a subsequent stock market rout. Compared with the four major banks this year, Zhongguo Pingan back then was really dwarfed.
After this strong rebound in the second half of this year, the A-share market has embarked on a long road to a bear market. This wave of refinancing plans is obviously one of the important reasons for Big A to go into a bear market. The fear in the capital market is due to this. It's inevitable.
However, Fang Hong had already decided in his heart that Qunxing Capital would still show its consciousness when the time comes. Anyway, the money is earned from Big A, so it should be regarded as Big A making money and Big A spending it. After spending this part, there is still something left. Many of them are big heads.
Only when you are fully aware can you make better money in big A.
For this 287 billion refinancing plan, Fang Hong decided to ask Qunxing Capital to use 30 billion to subscribe. More than one-tenth of the refinancing scale will be taken care of by Qunxing and his family.
What does it mean to show the awareness of institutional investors? This is awareness, full level of awareness.
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Entering the weekend weekend, as Dasheng shares exited the five-day market, the stock price is still close to a record high. A breakthrough to a record high is imminent, and the market's attention is also soaring rapidly.
Just over the weekend, when many investors were using market software to learn about weekend weekend news, they saw a piece of news: nearly 70 institutions gathered to conduct research on Quantum Beat.
This news makes investors who hold Dasheng shares very excited, and this stock has been on the Dragon and Tiger list twice recently, and the data shows that all institutions are on the top board.
Institutions gathered together to investigate Quantum Beat. This is not false news. Indeed, a large number of institutions came to investigate.
After all, many well-known Internet companies in the mainland have gone public overseas. Quantum Beat’s Weibo, as the leading company in this subdivided industry, was listed on the A-share backdoor. It can be said that it is the first truly well-known Internet company in the big A. .
Many investors have complained that good Internet companies have gone overseas, preventing mainland investors from enjoying the capital dividends of the development of the Internet industry. Now one company has finally come to Big A.
Institutions have gathered together for investigation, and there is another factor that cannot be ignored, that is, the current Dasheng shares, and Weibo after its name change in the future, has entered the Shanghai-Shenzhen 300 Index and Shenzhen Stock Exchange 100 Index component stock pools.
There is no doubt that the constituent stocks of these two major indexes are the asset targets that institutions focus on. Many on-exchange ETF funds or over-the-counter public fund managers have also included Dasheng shares in their allocation lists.
On weekends, the news related to this stock is basically good news.
The continuous surge in Dasheng shares has also made the A-share retail investor "Go with the Flow" famous in the stock trading circle.
If before the launch of the first board of Dasheng Shares, his popularity was due to his sharp and confident remarks that aroused everyone's ridicule, then as Dasheng Shares emerged from the five consecutive board market, investors exclaimed: Damn it, this is a master !
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