The Road to Rebirth Finance

Chapter 194 The First Experience of the Entity (6K)

"It's still early, his volume can't increase, it may take a few days." Gu Junhao said with a smile, he naturally understood Xu Jianqing's careful thinking.

"That's okay, but the stocks selected by the boss are really strange. Why do they always go out of this sideways and oscillating trend, and then they can go beautiful again without knowing it?"

This was also the reason Xu Jianqing was surprised. After not watching for a while, Yin Zhijie's stock price actually returned to above 17 yuan. He thought he would fall to around 15 yuan.

"The boss likes to trade on the left side. The left side is the most tedious and requires patience." Wang Ruoyu said with a smile.

Compared with Dongfang Fortune's unilateral downward adjustment of the market, Yin Zhijie's sideways fluctuations are simply pediatrics, and there is also the kind of trend that can torture people to death in the early days of Xibe Securities.

"Well, that's the case with the left side of the trade, which requires a lot of patience, but if you do it right, the benefits are very good."

In the case of choosing the right stocks, the security is high, and the rate of return is guaranteed to a certain extent. The biggest requirement for using time to exchange space is to have enough patience.

Although all funds closed in green this Thursday, the overall market has risen sharply this week. Among them, Wanan Technology has the largest increase, with a weekly increase of 5.83%.

The second is Xibe Securities, which has risen by 4.94% this week, but the number of times Xibe Securities has really risen this week is only Monday and today.

Hibe Securities rose 1.62% on Monday, and today it rose 3.53%, offsetting the adjustment from Tuesday to Wednesday. Hibe Securities, which rose sharply, also became the fund's most important holding stock with a slight advantage.

Xibu Securities has a market value of 1479.6 million yuan this week, followed by Yin Zhijie, who temporarily ranks second with 1474.2 million yuan; as for the chips that Gu Junhao pays most attention to, there is no increase this week.

Wang Ruoyu and Liu Tingting didn't dare to make a large amount of T every day, and the income they could get was also limited. Both of them wanted to wait for a better opportunity and increase their positions at once, which was much more convenient than buying hundreds more shares every day.

"Huh? This week's performance is good." After counting the fund's income this week, Gu Junhao said with some surprise.

At the end of this week, the net value of Junshi No. 1.3607 Fund soared from 1.4387 last week to 5754.68, and the overall size reached [-] million yuan. The rate of return is really amazing.

The rate of return of 43.87% even surprised Gu Junhao himself, it came too fast, if this continues, the net value of the fund will reach more than 1.5 in a short time.

At that time, in addition to being able to charge the maximum management fees normally, they will also be able to obtain the final profit share, and the company's performance will achieve a qualitative leap.
-
Shencheng, Shenda Investment Fund trading room, Ren Yetao stared at the newly refreshed private equity rankings. Junshi No. 1.4387 ranked first, with a net worth ratio of [-], which was particularly eye-catching.

Different from formal private equity, although Shenda Investment is disguised as a private equity institution, its operating methods are still the same as most hot money in the market. Except for Highlander, which controls the market, it will run wherever there is profit.

Therefore, Shenda Investment's fund curve rate fluctuated up and down, making people unable to figure it out. With the rebound of the market at the end of July and the popularity of the military industry concept, Ren Yetao also took this opportunity to pull Hailanxin back to a certain high level.

In addition to the operation of some short-term stocks, generally speaking, since August, the income of Shenda Fund is not bad, but compared with Junshi No. [-], it is obviously not enough.

"It's a good thing that this little guy is not in Shanghai, otherwise this terribly stable curve rate, I don't know how many customers will be robbed." Ren Yetao looked at the leaderboard with some envy.

However, he couldn't adapt to this kind of operation method. He was still used to fast in and fast out of hot money, and controlling a certain small-cap stock.

"It is estimated that the colleagues in Yongcheng are also complaining." Lao Zhang, the leader of the trading team, echoed with a smile.

"Haha, maybe it's true. This little guy is too stable, and the rate of return is so terrible. It's only been a while, and the scale is almost reaching 6000 million yuan."

No client would be envious of such a rate of return. Fortunately, this little guy has no idea of ​​issuing a second fund, otherwise I don't know how many funds of the same industry in Yongcheng are at risk of redemption.

The hot money-like Ren Yetao paid attention to Gu Junhao because he used a special channel to learn that the agency that intercepted him was Gu Junhao.

For this reason, Ren Yetao also paid a lot of money to obtain this kind of information that is quite confidential for ordinary organizations.

"Judging from the delivery list announced by Mr. Gu, he is better at band operations. I really didn't expect that such a sharp way of cutting off our hot money back then was also written by Mr. Gu."

Lao Zhang said with emotion, Mr. Ren is 20 years older than Gu Junhao, and the two have equal status. Of course, he can shout like a kid, but he can't just shout.

"Yeah, I really didn't see it. He still has the potential to make hot money. Fortunately, he is not interested in making hot money. Otherwise, such a strong opponent would be quite a headache."

The two are strangers to each other, and they can't give Gu Junhao much benefit, even if they want to cooperate, the other party may not agree.

"Is the source of Mr. Ren's news accurate?" The trading method was seriously inconsistent with Gu Junhao, and Lao Zhang was indeed a little uncertain about it.

"It's 100% accurate, but I can only get the information about Hai Lanxin, which he cleared. Now it's almost impossible to know the position."

"It's not difficult to guess the existing positions. They are nothing more than related to heavyweight stocks, finance or securities companies. These have risen the best recently."

"Could it be Tong Huashun? Tong Huashun has risen very well recently. Unfortunately, it is controlled by a large institution. Short-term traders like us can't get much benefit."

"Tong Huashun is unlikely, right? Mr. Gu's private account has appeared on Tong Huashun's Dragon and Tiger List before. If the fund buys it again, it will be suspected of violating the rules."

"That's hard to say. Young people tend to be impulsive when doing things. Maybe there is Tong Huashun in his fund holdings. Look at the rate of return, which is quite in line with Tong Huashun's trend."

Lao Zhang curled his lips secretly, and said nothing; but he disagreed with Mr. Ren's opinion, not everyone doesn't follow the rules, you Mr. Ren is a hot money, buy today and sell tomorrow, of course it doesn't matter.

But Gu Junhao's style is to hold positions in the medium and long term, and the position of a stock is calculated on a monthly basis. If this is found out, it will be enough to drink a pot.

"Hey, I don't have a chance to retaliate, so I'm always a bit upset." Ren Yetao said unwillingly.

Of course, the so-called revenge in his mouth also refers to cutting off one of Gu Junhao's holdings just like Gu Junhao's cutting off last time. The secondary market is an upright contest, not a small act of revenge in private.

Ren Yetao is just used to walking on the edge of the rules, and he still dare not commit real crimes.

"There must be opportunities. As long as everyone hangs around in this place, they will always meet." Lao Zhang quickly comforted.

"That's right, let's not talk about him; let's control the net worth curve better now. Investors have spoken out, saying that if we go on like this, even if we break the contract, we will have to redeem it." Ren Yetao said with a wry smile.

Speaking of it, it was Gu Junhao's fault. Investors didn't say they couldn't sleep at night in the ups and downs of the previous trend. Now that Gu Junhao is messing up the situation, everyone is in trouble.

In the words of investors, I don’t require you to achieve such a high return for private equity funds, but can your retracement rate be as stable as Junshi No. [-]?

Unlike Ren Yetao, who had a headache about the unstable rate of return, Gu Junhao seemed much more relaxed; investors praised Gu Junhao more.

No, Gu Junhao also received a rather unexpected phone call after the market closed. It was Jiang Jianbo, one of the first batch of investors in Junshi Capital, who called from him. His words revealed that he wanted to have more cooperation with Gu Junhao.

Jiang Jianbai is one of Gu Junhao's fans in Taogu. He followed the fund decisively at the beginning of its establishment. This time, he wanted to have an interview with Gu Junhao because of the business development of the business company.

Gu Junhao thought for a while before agreeing. Although he didn't know what business he was going to talk about, what could have nothing to do with him was money-related issues.

Jiang Jianbai has been in business for five years and has been engaged in the auto parts business. Recently, he received a large order. However, if he wants to successfully complete this order, the company must increase equipment and expand production and recruit workers.

Facing the temptation of the order and the risk of increasing investment, Jiang Jianbai hesitated a little. On the one hand, it was profit, on the other hand, it was risk.

Industrial investment has huge risks. If the production is expanded blindly just because of an order, the consequence is likely to be lost in the end. At that time, the newly added machines can only be disposed of at a low price like waste products.

Unlike his own limited knowledge of the macro market, in Jiang Jianbo's view, Gu Junhao must have his unique insights into the country's large economy for being able to achieve such a stable and huge return on the fund.

Meeting with Gu Junhao, the two of them have a detailed chat, maybe they can provide some ideas for themselves, of course, it would be even better if Mr. Gu can invest.

After all, in Jiang Jianbai's view, with Gu Junhao's participation, it is equivalent to a guarantee of income, and can also share his financial pressure.

As for equity, Jiang Jianbo is not worried. Even if Gu Junhao participates, it will only be as an investor, providing some ideas for himself, and will not participate in specific operations.

I have never seen any fund manager who invested in the investment and ran to become the director of the factory.
-
On Saturday, at ten o'clock in the morning, in the reception room of Junshi Capital, Gu Junhao and Jiang Jianbai sat opposite each other at the table.

The company is closed on Saturdays. For example, some people in the market intelligence department who need to collect information are scattered in four places, and there is no need to work in the company except for special circumstances.

The whole company was just Gu Junhao and Jiang Jianbai, and it was very quiet. This was the first time Gu Junhao came to the company on the weekend.

"Brother Jiang, drink tea." Gu Junhao said with a smile.

"What kind of tea do you drink in this hot weather?" Jiang Jianbai said a little speechlessly.

"Haha, let it cool down before drinking. I think everyone is setting up a teahouse, and I also have a scene. But this is the first time I use it. The technique is not very good, so don't take it wrong, Brother Jiang."

I have been to the offices of some local business owners before, and everyone has set up a teahouse for the guests to sit and drink tea, and Gu Junhao also set up one like a tiger painting a cat.

But today is really the first time to use it, and I didn't expect it to be such a hot day. Drinking tea seems inappropriate, so I can only answer with a little embarrassment. Fortunately, Brother Jiang is also an old acquaintance.

"I see, you might as well throw some tea in the cup, but it's my honor to let Mr. Gu make tea for the first time, haha."

"Brother Jiang, don't laugh at me. In fact, I usually drink more coffee, and I'm really not very interested in tea."

"Understood, you're investing, you're more efficient." Jiang Jianbai took a sip of the tea ceremony, it's too hot, let's put it down.

"What's the main reason why Brother Jiang came to me this time?" Gu Junhao also went straight to the point. The relationship between the two is not bad, and there is no need to be too polite.

"That's right. I recently received an order, and I'm a little hesitant. I want to hear Mr. Gu's opinion." Jiang Jianbai said at the beginning.

"Brother Jiang, you should call me the same as yourself. There is no need to be as famous as outsiders." Gu Junhao interrupted.

"Well, that's fine. This order is for auto parts, but it will take a lot of investment to win it completely." Afterwards, Jiang Jianbai shared some information about the order with Gu Junhao.

After listening to Jiang Jianbai's narration, Gu Junhao didn't say anything immediately. The meaning in Jiang Jianbai's words was not only asking about his views on the market prospect, but also intending to recruit himself into the group.

Jiang Jianbai won the order for new energy vehicles. The prospect of new energy vehicles is beyond doubt, but the current environment is still relatively complicated, and most domestic manufacturers do not really want to produce cars.

This is probably what Brother Jiang was hesitating about. After all, he invested tens of millions to expand production and expand enrollment, and in the end there was only this order, so the gain outweighed the gain.

Just like Apple's catfish effect, the domestic new energy vehicle industry will gradually become regulated after the official operation of Tesla's domestic super factory for new energy vehicles.

At that time, it will also be the beginning of the take-off of stocks related to the new energy automobile industry chain. The first to bear the brunt is the Ningde era with the title of King Ning, which went public in mid-18.

As for Jiang Jianbai's physical factory, if he invests in a brand-new industrial chain and then focuses on the OEM production of new energy auto parts, coupled with his own R&D team, it is not impossible.

But all of this depends on Jiang Jianbai's personal decision. There are huge risks in this process. Once the subsequent research and development and funds are not enough to support the market, the previous efforts and funds may be in vain.

As far as Gu Junhao knows some small bosses, most of them just muddle along and have no intention of developing their own business. They just need to earn a little money every year and live comfortably.

This is also the status quo of most small and medium-sized enterprises. They have no intention of making progress during the industry's rising period. When the industry transforms, it is easy to be eliminated by the market.

But these are not important to the founders. If the money is earned, the factory will be closed if the business cannot continue. It is hard for some industrial workers to face the crisis of unemployment when they are old.

"It can be done, it depends on whether you have confidence, brother Jiang." After thinking for a while, Gu Junhao said to Jiang Jianbo concisely.

"Really?" Jiang Jianbai looked at Gu Junhao with surprise on his face.

Who doesn't want to make money if they have money, but the premise is that the risk must be within the scope of their own tolerance. This time the investment is not small, and a large amount of working capital will be needed in the future, and a large loan from the bank is a must.

"Well, in my opinion, the prospect of the industry is fine, but at present, it is the initial stage of the industry. Brother Jiang, you understand the initial environment. My so-called confidence refers to whether you have the patience and confidence to support this period of time.

Just like a stock you are optimistic about, when the stock has not started, holding shares is often the most uncomfortable stage, but if you pass this stage, you will have huge profits. "

"Well, I understand what you said, let me think about it first." Jiang Jianbai nodded.

Then he sat in a chair and meditated. For him, this time was an opportunity and a challenge. From his own estimation, if he wanted to formally invest in the construction, the new investment should not be less than 1000 million yuan.

1000 million yuan is equivalent to the current company's net profit for more than 10 years, and I don't have so much money on hand, so I still need to borrow from the bank.

But in any case, as Gu Junhao said just now, if he can seize this opportunity, his career will be greatly improved, not like what he is doing now.

Seeing Jiang Jianbai sitting on the chair without saying a word, Gu Junhao did not interrupt him; unlike his own startup Junshi Capital, for Jiang Jianbai, this investment can be called a risky behavior.

No matter what decision he made, Gu Junhao could understand him; just as Gu Junhao was thinking wildly, Jiang Jianbai's sonorous and forceful voice came from his ear.

"It's done, the big deal is that the factory will be handed over to the bank. At that time, I will rely on you, brother. Let's see if your fund can make me make money again."

"Decided? Don't think about the nearly [-] million funds?" Gu Junhao said with a smile.

"It doesn't cost that much to buy equipment in advance, and then I will get a loan from the bank, but there is still some funding gap. Since you are optimistic about this industry, Xiao Gu, do you want to participate in it?"

"Aren't you afraid that I'll split the equity? At present, you have the final say on the company." Regarding Jiang Jianbai's investment in this project, Gu Junhao has nothing to do with it. However, the fund currently has no venture capital business, and the only way to invest is in a private capacity.

"What are you afraid of? You can still come to me to be the factory manager. I believe you don't like my factory." Jiang Jianbai said carelessly. Gu Junhao did not refuse, which gave him a lot of confidence.

"That's all right, how much funding gap there is, let me know when the time comes, but let me say yes first, this time I can only participate in my personal name."

Afterwards, Gu Junhao also explained the current nature of Junshi Capital to Jiang Jianbai. It would be unworthy to set up a venture capital department for such a small project.

As for the risk of investment, if the factory is ruined, he will lose several million. If he succeeds, he will naturally not have to worry about the future. Whether it is a share transfer or a direct listing, Gu Junhao will get a lot of money remuneration.

"I don't care, as long as you participate. Anyway, the company is yours alone." For Jiang Jianbo, investing in the name of a natural person or a company makes no difference. On the contrary, it is more convenient for a natural person.

"That's fine, let's settle it down like this. Brother Jiang, go back and evaluate your company's assets. I will also find a professional team to evaluate it. When the time comes, the shares will be calculated proportionally. Is it okay?"

In business talk business, there are still procedures that should be followed. This investment that has nothing to do with the prophet is not a new attempt for me.

Just now from Brother Jiang's narration, Gu Junhao also has a rough judgment. Excluding bank loans and self-owned funds, the funding gap that Brother Jiang needs should not exceed 500 million yuan.

Now that the ten articles of the country have been released, it should be easier to get a loan than before. As for my own funds, 500 million, I really don't have that much cash for the time being.

But this is not a problem for Gu Junhao. He is no longer who he was a year ago, and it is easy to solve the 500 million funding gap.

"Sure, we still have to go through the procedures we should have, and I also want to take this opportunity to see how much money I have on the surface."

Jiang Jianbai did not expect that the investment talks would go so smoothly. From a personal point of view, if Jiang Jianbai was in Gu Junhao's current position, he would not have agreed so boldly.

I have a stable income in the stock market, and it is more practical to invest a few million in an industry that is not yet clear as an entity.

For Gu Junhao's bold promise, Jiang Jianbai can only regard it as his infinite optimism about the prospects of this industry.

"Then it's settled. Brother Jiang, you can start preparing after you go back, and I will form a team as soon as possible to give a reasonable assessment."

"Uh, your efficiency is too high. You started chasing people away right after the talk. If you don't know how to eat, don't you leave me alone?" Regarding Gu Junhao's style of doing things, Jiang Jianbai really learned this time.

"That's impossible. Brother Jiang finally came here. No matter what, I have to treat you to a meal before going back, but it's best not to delay this matter. If it is delayed for a long time, the order may be yellow." Gu Junhao said with a smile.

"Haha, I know this, I will start preparing after I go back."

"Well, let's do this first, let's go, it's 12 o'clock, let's go to eat." Unknowingly, the two talked for two hours. For Yongcheng people who are used to having lunch around 11:[-], stop Then my stomach started to protest.

"Well, let's go, but to be honest, this tea is delicious when it's cold." After drinking the remaining tea in the cup, Jiang Jianbai said.

"I'll treat you to coffee next time." Gu Junhao said with a smile.

"Haha, let's drink tea, I'm not used to drinking that stuff."

The two of them came to a nearby hotel and ordered a few dishes casually. When the dishes came out, they ate them all regardless of their image, and then Gu Junhao stopped his chopsticks.

Considering that Jiang Jianbai had to drive back after dinner, the two of them didn't order wine, it was really just a simple meal.

Gu Junhao picked up the water glass beside the table and said to Jiang Jianbai: "Brother, use water instead of wine, I wish Brother Jiang's career to a higher level, and marry the 985 Bai Fumei in your mind."

"Haha, you still remember, then I also wish you success in the fund's income."

(End of this chapter)