The recent trend of Weibo has been given a new nickname by Big A's stock investors - "Infuriating Leader".
Many investors who played the leading role were very angry. They almost didn't catch up when eating meat, and they basically didn't miss when eating noodles.
At this time, many investors reacted in hindsight, thinking that they could make a lot of money by just holding on. The trend of Weibo in this period has risen from the bottom of more than 72 yuan, which has doubled by 1.36 times.
Looking back, no matter where you buy it, you can make money as long as you hold it without moving, but you will lose money if you mess around.
However, most of the participants are emotional gamers and ultra-short-term players who dare not hold on to it because they are afraid of standing guard at the top of the universe.
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Meditation in the villa.
In the study room on the second floor, Fang Hong looked at Tian Jiayi who was reporting to him and said: "The rebound in the A-share market in the second half of the year is basically over. We will start clearing out positions tomorrow and it will take about a week to complete." Clear the plan.”
From the end of the first half of the year, the Shanghai Composite Index reached around 2,300 points and now the Dow Index is above 3,000 points. The market is filled with the sounds of a bull market. Previously, the combined liquidity of the two cities was more than 100 billion a day. Now, the Shanghai Composite Index alone is It’s at the level of two to three hundred billion every day.
In such a market with abundant liquidity, there is no problem that the chips held by Qunxing Capital in the A-share market can be distributed within a week.
Tian Jiayi nodded and couldn't help but said: "It's almost the end of the year. Looking back, the A-share market trend in 2010 showed a trend of first decline and then rise. According to the company's survey data in the first half of the year, more than 70% of investors were losses occurred, and by the second half of the year to early November, more than half of the investors who had made overall profits had reached about 59.9%.”
Fang Hong said: "Then it's time to run."
There is not so much benevolence and righteousness in the capital market. The next few years will be long and bearish. If you don't run now, others will smash through the profit margin and then smash through the cost line?
Generally speaking, the policies of the domestic capital market have been very frequent this year. Margin financing and securities lending and valuation futures were approved at the beginning of the year. The market interpreted it as positive, and stock index futures opened more than 3% higher. However, investors at the time did not realize at all that that day The high point of 3306 points will be the highest point of the whole year.
By the time stock index futures were officially launched on April 16, Big A ended the history of making profits only by doing long positions, and the market panicked and launched the largest unilateral decline in the year.
Moreover, in the months of May and June when the market was falling, it also rained all night. Agricultural Bank of China was about to be listed, and the market was also afraid of Agricultural Bank of China. However, precisely because of this, with the listing of Agricultural Bank of China on July 15, the index actually completed its last drop and stabilized. A wave of large-scale rebound was in full swing.
This rebound in the second half of the year has continued until November. The Shanghai Stock Exchange Index has also returned from 2,300 points to the current level of 3,000 points. The market index has increased by more than +30% and entered the so-called technical bull market.
"We must complete the clearing plan within the last week and ship goods unswervingly." Fang Hong looked at Tian Jiayi and emphasized again, and then added: "The current domestic inflation situation is becoming more and more serious. This month, I think the upper level We will take a stance on curbing inflation, but let’s run away first to avoid stampeding away with other big funds.”
Tian Jiayi nodded and made a memo, bringing it to the company tomorrow to implement his decision.
Obviously, the A-share market is a typical policy market. To curb inflation, liquidity will inevitably be affected. There is almost no suspense about the stock market's setback.
Moreover, Fang Hong had the foresight and historical reference. Unsurprisingly, in mid-November, the central government announced that it would curb inflation. After that, the market began to adjust significantly, and it continued until the end of December with no sign of stopping. At the end of the year, the central government raised interest rates. Let the market end its one-month consolidation platform with a downward breakout.
After a while, Fang Hong changed the subject and asked, "How is the discussion going on with Hua Yu about getting rice supplies to Qun Xing?"
This market is what Fang Hong is most concerned about this year, because the future development and expansion of Star Capital is crucial.
Tian Jiayi immediately said: "I was just about to tell you about this matter. This matter was approved by the relevant senior leaders in person, and it should be officially disclosed to the public early next year."
Hearing this, Fang Hong couldn't help but perked up and nodded: "Very good."
Once this matter has taken hold, there will be almost no one in the Mainland that can challenge Qunxing Capital. If it does, it will be at the level of a fairy fight.
The bigger the business, the more important it is to understand the importance of political economy.
This access is mainly led by social security institutions. A total of five major national team organizations will become shareholders of the company "Sanxing" of Qunxing Capital Holdings Company. The five major institutions' total shareholding ratio in "Shenxing" corresponds to Qunxing Capital. The total ratio is 35%.
Moreover, the shares were purchased based on the closing net assets of Qunxing Capital in 2009, and the closing net assets in 2009 were 289.3 billion, which means that the five major institutions spent almost 101.2 billion to obtain 35% of the equity of Qunxing Capital.
And how much is this 35% equity worth based on Qunxing Capital’s current net assets?
According to the performance of the third quarter, Qunxing Capital's net assets at the end of the period reached 876.3 billion, which means that 35% of the equity ratio is now worth 306.7 billion, and you can earn 200 billion by just joining.
The purpose of joining the five major national team organizations at such a huge discount is to prevent the future long-term development of Stars Capital from being calculated by coveters, so it must have people above it. Only in this way can only magic defeat magic.
At this level, Huayang Group, which Qunxing Capital originally invested in, is just a younger brother in it. It has no say in it at all, and it doesn't dare to have any ideas. It honestly covers the 10% of the shares it holds. It's enough to just sit back and earn dividends, but anyone who dares to have an idea will be punished.
According to the agreement, with the entry of the five major national team organizations, Qunxing Capital will start paying dividends in 2012. In the five years from 2012 to 2017, the average annual dividend will not be less than 60 billion yuan.
In other words, Qunxing Capital will pay dividends of 300 billion yuan in the next five years starting from 2012.
By around 2017, the five major Guojia team institutions will be able to receive a total of 105 billion in dividends, and they will recover their costs by directly eating the dividends for five years.
Starting from 2018, Qunxing Capital's annual dividends shall not be less than 30% of the current net profit. Anyway, if the net profit at the end of the period is 10 billion, at least 3 billion must be paid out to shareholders. To make 100 billion, at least 300 must be paid. billion to distribute dividends to shareholders.
This plan was drawn up by Fang Hong himself. Even though the five major institutions transferred 35% of the equity, Fang Hong's trust fund registered in Hong Kong is still the largest shareholder of "Shenxing", which corresponds to 50% of the equity of Qunxing Capital. As long as the company pays dividends to his trust fund, half of the cake will be taken away.
In addition, the social security fund and medical insurance fund will have a huge funding gap in the future, especially when money will be needed for various purposes in ten years. Star Capital must be aware of this.
Only by properly distributing the profit pie can we form a concerted effort to develop and make the pie bigger.
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