In the capital market during this period, entering mid-to-late August, the performance of the A-share market continued to decline. On Monday, August 27, the market index jumped short and opened lower. On the negative line, the index fell -1.74% and closed at 2055.71 points, a new low for the year.
The A-share market fell below 2,100 points and entered a battle to defend 2,000 points, with the lower limit repeatedly being breached.
In March, the voices shouting to stand at 2,500 points, break through 3,000 points, and look at 4,000 points in the distance have disappeared.
Now even 2500 points is starting to become out of reach.
However, no matter how bearish the market is, not all stocks are going down. The trends of the top ten subsidiaries of the Galaxy Group are diverging from the broader market. The Shanghai Stock Exchange Index continues to break through the lower line and heads south, while the trends of the major subsidiaries of the Galaxy Group are not. It is to continuously break through the upper line and head north.
The three stocks of Jiuzhou Blue Arrow, Yixing Media, and Kunpeng Technology have successively broken through the high point on the first day of resumption of trading, and have stepped out of the platform range and started to follow the trend of rising relay. The "Three Musketeers" of Quantum Beat are also trending of rising relay.
The stockholders worshiped it. The stock price of the subsidiaries of Qunxingxing seemed not to be the highest, but only higher. However, not many people dared to get on the bus. After the first mover was shaken off, few dared to get back on the bus. .
Because I am really afraid of heights!
It is worth mentioning that the popularity of the seven major clusters of galaxy-themed public funds is also gradually rising, because these funds ranked among the top ten in the net value income rankings of similar funds this year.
That's right, these seven public funds are all in the top ten. Among them, the one with the lowest net return has a cumulative return of +68.89% since its establishment this year. Christians who got off the bus earlier also regretted it.
I always wanted to wait for a correction before getting back on the train, but in the end I had no chance at all. I didn’t want to chase the highs, so I could only look up and watch.
Now I don’t even dare to chase him.
However, after mid-to-late August, the profit-making effect of the agricultural planting sector was significantly stronger than that of other sectors, second only to the Galaxy concept stocks.
This sector has real and major benefits, and the reason why the sector has experienced a sustained market trend is driven by the large-scale entry of Qunxing Capital into the agricultural field.
The market index continues to hit new lows during the negative decline, and stocks related to the agricultural planting sector are resisting the decline, while some are rising against the trend. For example, some listed companies that make greenhouse materials have risen to varying degrees.
Qunxing Capital wants to promote the modern agricultural technology of "smart greenhouse". There is definitely huge space for greenhouses, and the performance expectations are wide open.
In recent days, there have been rumors that several companies in the agricultural planting sector are interested in mergers and acquisitions from Qunxing Capital. The stock prices of related companies have also been speculated by obtaining funds from the secondary market, and some stocks that have been exposed to the news have also risen sharply.
By the end of the month, three companies in the agricultural sector had made public announcements and were in contact with Qunxing Capital.
The stock prices of these three companies immediately hit the limit.
Qunxing Capital is indeed interested in investing, but it is not to buy stocks in the secondary market, but to invest in the form of private placement and refinancing, because this is not a simple investment, and it needs to get tangible benefits for the three companies it is interested in. 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. Star Capital is also integrating relevant logistics resources, opening up logistics channels, or establishing joint ventures, or reaching strategic cooperation with existing logistics companies. .
Agricultural product supermarkets that are terminally oriented to consumers are also integrating resources, starting with big cities, building special brands, and starting renovation and upgrading after identifying good sites. 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 Neimeng areas will definitely not be available in a short time, and they are still barren areas now.
However, the expansion of downstream terminals can be carried out in advance. After the logistics system is integrated and unblocked, the supply of agricultural products can be purchased from fruit and vegetable farmers, and the supply chain channels must be established and operated first.
In the future, when the agricultural products and vegetables in the Northwest and Inner Mongolia grow and can be exported and supplied, they can directly enter major agricultural product supermarkets through the logistics system, gradually forming the strategic goal of "integration of supply and marketing".
In the agricultural field, Fang Hong did not pay too much attention after setting the strategic guidelines. There are people below to implement them. It is enough to check the progress regularly. The development of modern agriculture is a long-term undertaking.
…
Enter September.
In the room on the second floor of Jingxinju Villa, Tian Jiayi reported to Fang Honghui: "Xingyu Technology has made significant progress. According to Qin Feng's report, Xingyu Technology has successfully settled with Qualcomm and Semiconductor Manufacturing Co., Ltd. and added 45 million S620 units. The order volume of mobile processor chips, S680 mobile processor chips, is confirmed to be 150 million pieces."
Tian Jiayi continued: "We are currently in full production, giving priority to supplying Xingyu Technology. Almost all the production capacity that can be squeezed out is used for mass production of these two chips. It is expected to complete order delivery within the next five months."
Hearing this, Fang Hong nodded and calculated the time in his mind. It happened to be around February next year. The previous plan was to "pull the door shut" around this time and close the door and beat the dog. There would be no good at that time. No worries.
Fang Hong can also play directional blasting, and he dares to do it.
What is certain at present is that foreign capital is aggressively investing in Galaxy concept stocks, either entering the market through curves or entering the A-share market through QFII channels.
These funds flowing in from overseas are not aiming for long-term value investment. Instead, they have discovered that the Galaxy concept stocks have a backing. I also bet that Qunxing Capital will 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 immediately replied: "The data shows that there are inflows and outflows, but the overall trend is a slow net inflow."
Among several large groups of galaxy concept stocks, what is currently known and confirmed is that foreign capital continues to flow in, but the specific composition of foreign capital is unknown. Whether it is Wall Street capital or other capital is unknown, and its further identity is even more complicated. Impenetrable.
However, Fang Hong doesn’t care at all what the foreign capital is. It is enough to confirm that it is foreign capital. When the gate is closed, it will be harvested indiscriminately.
As for whether the Galaxy concept stocks will be blacklisted by foreign investors and no longer touch them, Fang Hong doesn't care at all. It would be best not to come.
If they come again, and there are so many of them, then I’m sorry, I can only cut them again with tears in my eyes.
Fang Hong asked again: "What is the current profit and loss situation of foreign investment?"
Tian Jiayi immediately replied: "The data at the end of August shows that the profit is in the range of +35% to +45%, but this is QFII data, and the secret holding part is unknown, but internal analysis estimates should be +70% interval.”
Hearing this, Fang Hong thought for a while and then ordered: "Say hello to those market-making institutions, please press the market, make it rise slower, and suppress the liquidity. The profit margin is too high, Xingyu Technology has not yet If you go up there, it will be difficult to let them escape early."
…
(End of chapter)
