The Road to Rebirth Finance

Chapter 268 People and Things in the Workplace
Monday, August 2014, 11.

Gu Junhao, who had not sat in his office for two consecutive weeks, sat on his boss chair again.

Last Friday, after roughly judging the trend of the market and individual stocks, and the income of Junshi No. [-] gradually stabilized, Gu Junhao decided not to participate in the specific transactions of the fund this week.

Independent from the transaction, handling the company's affairs, chatting with customers, and directing his assistants when there is nothing to do, this is the boss's life.

"Ah San is preparing to build a 2000 billion RMB high-speed rail line, the second longest in the entire Political Consultative Conference, and will sign a feasibility study related contract with my country today. It is expected that the two countries will jointly build this high-speed rail."

"Huh? Is it good to put profits before the market opens?" Gu Junhao, who had nothing to do in the morning, was browsing the news, and suddenly saw this news.

Glancing at the release time, it was still hot.

Although there are no clues at present, it is this kind of news that has no clues that can be regarded as a big positive for stocks with the Chinese prefix.

2000 billion projects, including high-speed rail, bridges, tunnels, ports and design, etc., are obviously not something one company can afford.

And most of these large infrastructure companies are concentrated in the heavyweight stocks with the middle prefix. In addition to the individual stocks themselves, this is undoubtedly good news for the broader market.

"It's no wonder that last week, there was no callback in the prefix like a brokerage, and the performance was relatively strong. It seems that today is another day for the performance of heavyweight stocks."
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In the trading room, Xu Jianqing had already told Wu Peng and Cao Wenxun that there was a high probability that Gu Junhao would not appear in the trading room within this week, and it was normal for the fund manager not to appear in the trading room.

However, Cao Wenxun couldn't help asking: "Mr. Gu is really not coming? Isn't Junshi No. [-] a warehouse yet?"

"It's already been built. This is the warehouse that the boss wants to build." Xu Jianqing replied.

It's also interesting to say that the two new traders all called Gu Junhao as Mr. Gu, while Xu Jianqing and the other three still called him "Boss". This address also reflected a sense of intimacy.

"Have you built a good position? Isn't there still a lot of funds in the general account?" Junshi No. 8000 currently has more than [-] million yuan in the account, which includes the remaining funds from building a position and the profit from doing T.

In Cao Wenxun's view, even if a certain amount of funds must be guaranteed on the account, there is no need to keep so much.

"That's for us to do T. The boss's thinking is like this. There is no need to fill the position. It is more important to maintain the liquidity of the position."

Xu Jianqing's words to maintain the liquidity of the position seemed to touch a certain nerve of Cao Wenxun, and he couldn't help asking: "Is this the same for Junshi No. [-]? It also has most of the funds?"

"That's a little less, less than 8% of the total scale." Xu Jianqing knew that the current cash flow of Junshi No. 800 was between 900 million and [-] million.

According to Gu Junhao's original design of the positions of the two funds, when the market is good, the cash flow of Junshi No. 8 in the second half of the position can be kept between 10% and [-]%.

However, due to the excessive increase of Junshi No. 8 last week, this also caused the cash flow standard to fall below [-]%. For Junshi No. [-], it is better to maintain a relatively large cash flow during the initial warehouse building period.

In addition to controlling their own risks, it is also beneficial for traders to use more funds to do T within a day to reduce the cost of holding positions. When the cost of holding positions falls to a certain level and the index pulls back, it can restore the cash flow state of 8% to 10%. up.

It is less than 8% of the overall scale, which is almost 1000 million yuan of funds. It is really amazing to be able to make such a profit even if the position was not full last week.

Cao Wenxun thought to himself, and said at the same time: "Junshi No. [-] performed so well last week, the holdings must be very good."

"It's okay. I'm used to it. Anyway, it's the boss's choice. Junshi No. [-] will have such a day sooner or later." Xu Jianqing said proudly.

"The outside world is more interested in the holdings of our No. [-] Fund. The sectors that rose sharply last week are basically concentrated in those few. I don't know if everyone will guess it."

"They can guess as they please. There's no need to announce it anyway. Let's get ready to start trading." Xu Jianqing didn't want to talk about this topic anymore.

Although Xu Jianqing didn't have much experience in the workplace, Xu Jianqing couldn't hear Cao Wenxun's tricks on him; however, Xu Jianqing always kept in mind Gu Junhao's warning about Junshi No. [-], talked about Junshi No. [-] as little as possible, and kept a low profile.

Wu Peng, who was at the side, heard it, and couldn't help but take a deep look at Cao Wenxun; Wu Peng, unlike Cao Wenxun, was not interested in the position of Junshi No. [-].

Seeing that Xu Jianqing stopped and didn't want to say more, Wu Peng smiled and said: "You all saw the news in the morning, it seems that the Chinese prefix is ​​going to be performed today."

What Wu Peng was talking about was the news that Gu Junhao saw about the 2000 billion railway construction.

"I see, I don't know how my Yizhong is doing today. Hey, brother Peng, your Jiaojian should be doing well today." Xu Jianqing sighed.

Compared with the business of Zhongguo Jiaojian which is directly related to this news, Zhongguo Yizhong is relatively marginal, which is why Xu Jianqing sighed.

Especially among the first two funds, only Zhongguo Yizhong was at a loss.

"It's okay. If the companies with the Chinese initials all go up, Yizhong will definitely go up too. The difference is just the amount. There is still a chance to be a T."

"It's true, anyway, as long as the entire board changes, he will definitely change it."

After chatting, the Shanghai and Shenzhen stock markets also ushered in the call auction stage. In the call auction stage, the securities companies and the insurance sector that performed well in the last two trading days of last week were still active.

Affected by the central bank’s reduction of benchmark interest rates for RMB loans and deposits over the weekend, real estate stocks opened higher across the board during call auctions. Last weekend, Central Bank lowered the one-year benchmark lending rate by 0.4 percentage points and the one-year deposit benchmark rate by 0.25 percentage points.

Lowering the benchmark deposit rate and the benchmark lending rate will undoubtedly further promote the inflow of funds into the market. Apart from the stock market, the real estate industry is the biggest beneficiary.

As for the prefix Zhong, which was affected by the news of the 2000 billion yuan high-speed rail line, it also performed very well today. Zhongguo Yizhong, which Xu Jianqing was eyeing, ended the call auction at a price of 4.03 yuan, an increase of 0.46%.

At 9:30, the transaction officially started; a large amount of off-market funds attacked real estate stocks, causing real estate stocks to rise rapidly, and several real estate companies with smaller plates in the sector quickly rose by the limit.

From the perspective of news and policies, there is no doubt that off-market funds are more popular with real estate stocks, and the two-way RRR cut by the central bank undoubtedly has greater certainty.

Brokers and insurance companies also maintain a high-speed upward trend. Xibu Securities opened with a gap and opened directly to break through the 19-yuan integer mark. In the morning, it maintained an increase of more than 3% and fluctuated.

On the other hand, the stock with the Chinese prefix was relatively mediocre while the funds flowed into big financial and real estate stocks rapidly. Zhongguo Yizhong opened high and went low. At 9:50, the stock price fell below the price of 4 yuan again, and was reported at 3.99 yuan.

At the same time, Zhongguo Communication Construction also fluctuated downwards and turned green after opening higher in early trading.

"Hey, big off-site funds still prefer real estate and finance." Xu Jianqing sighed.

"Don't be afraid, the funds will flow back to the initials. The outflow of the initials is not large. You can buy some to make T while the green market is now." Wu Peng said to Xu Jianqing. The two of them operated the same sector of stocks at the same time, and they also helped each other.

"Well, yes, don't worry, big off-market funds are attacking big finance and real estate, and off-market funds also have a need to stop profits. Besides, the performance of the Chinese prefix last week was very good." Cao Wenxun also said with a smile.

"That's true. It's good to buy a little. Anyway, it's not broken yet." Xu Jianqing also said with a smile, but the amount allocated to him today is not much, only 2000 million yuan.

The rest of the funds were allocated to Wu Peng and Cao Wenxun. Xu Jianqing felt that he was not as good as the two in terms of T, so he allocated most of the funds to them.

Xu Jianqing, who was relieved, could also see from the time-sharing delivery chart that Zhongguo Yizhong, which was near the price of 3.99 yuan, did not sell many large orders of more than 2000 lots, and most of the sales were kept near the middle order.

"Look at 10 o'clock, if the drop is not much, you can buy." The boss said that the half-hour trading time in the morning is relatively volatile, and it is best not to rush to buy when you are not sure.

At 10 o'clock, the brokerage sector rose sharply, and Zhaoshang Securities continued to rapidly increase the daily limit. In addition, GF Securities and Founder Securities followed closely, and Xibu Securities also increased by more than 8%.

Under such circumstances, the Shanghai Composite Index successfully broke through 2500 points again, rising by more than 0.8%.

Zhongguo Yizhong fell to 3.98 yuan during this period of time, and the buying points above the trading day began to increase, and there were buy orders of more than 3000 lots and more than 5000 lots from time to time.

At this time, Zhongguo Communication Construction, which is directly related to the benefits, has once again been pulled up to the red market, with a stock price of 6.81 yuan; It looks like it's about to be pulled up."

Because of Xu Jianqing's insistence, Wu Peng and Cao Wenxun no longer called him Team Leader Xu, but called him Xiao Xu just like everyone else.

"Okay, I know."

At 10:02, the stock price of Zhongguo Yizhong began to rise slowly, and at 10:05, it returned to the price of 3.99 yuan again.

"It should be stable, let's start buying." Xu Jianqing muttered secretly, the trading volume is not large at present, it is naturally difficult to buy 2000 million yuan at a low level at one time.

Looking at the 37.5 lots in his hand, Xu Jianqing decided to increase his position to 40 lots. The buying volume of 2.5 lots is relatively easy compared to the 3000 to 5000 lots that appear on the market from time to time. If you buy it, it will also cure the boss' obsessive-compulsive disorder.

What Xu Jianqing listed was a flat price of 4.01 yuan, and the 2.5 lots were divided into 10 orders of different sizes. For Zhongguo Yizhong, which is currently at a price of 3.99 yuan, it is relatively easy to buy.

Xu Jianqing's purchase order of 1000 million yuan undoubtedly had a certain effect on Zhongguo Yizhong's trading market. Zhongguo Yizhong returned to the price of 4 yuan again, and at 10:14, it rose again to 4.02 yuan, but then again Fall back to 4 yuan price.

At 10:26, Zhongguo Yizhong once again quoted a flat price of 4.01 yuan. Within 20 minutes, Xu Jianqing's 1000 million yuan order was successfully completed, and the position reached 40 lots. big change.

While Xu Jianqing was busy building a warehouse, the Zhongguo Communication Construction here had already started when Wu Peng reminded it at the beginning, and it was quickly promoted under the leadership of dozens of large orders.

By the time Xu Jianqing's pending order chips were all sold, Zhongguo Communication Construction reported 7.18 yuan, an increase of 8.46%.

"Hey, Brother Peng, you're so cool." Xu Jianqing said enviously.

At 10:30, Zhongguo Communication Construction reported 7.28 yuan, an increase of 9.97%, and the stock price hit a record high.

(End of this chapter)