The Road to Rebirth Finance

Chapter 392 The First Research Trip
"May I ask where is the restaurant? The shepherd boy points to Xinghua Village."

Although the Ching Ming Festival has passed for more than a month, but in such an environment, people can't help but think of this famous poem.

As the first research company, Gu Junhao also came to Fen City, a city with a long history, for the first time.

As early as the Spring and Autumn Period, Guayan County had already been set up here, which belonged to Bingzhou of Jin State. Compared with this place, Beicang at that time should still be a sea area.

Since the rebound of the liquor sector in March, individual stocks have risen to varying degrees. Only the liquor distribution trend is the most tangled, and the increase is also the highest. By the end of April, the increase from the lowest point since the rebound was less than 20%, which is considered to be the smallest increase among the first- and second-tier baijiu ranks.

It wasn't until the overall surge of the liquor sector on May 5, when Fenjiu stepped out of an imposing heavy-volume daily limit, that the stock price officially opened up room for growth.

However, on May 5, more than half of the individual stocks in the liquor sector were closed, and the 3 annual reports of 16 listed liquor companies have been disclosed. Except for three companies that are still in the embarrassing situation of declining performance, the 2015 annual reports of the rest of the listed liquor companies all showed a state of double growth in revenue and net profit.

After several years of cold winter, the liquor industry has begun to enter a stage of comprehensive recovery, and benefiting from the overall recovery of the liquor industry, Jiugui shares have officially taken off their hats.

When Gu Junhao gave Liu Tingting the list of drunkard shares at the beginning, the company was still called ST Guijiu. Liu Tingting was very surprised at that time.

The boss has never bought ST shares, and his attitude towards ST shares has always been to try not to touch them as much as possible. However, with the rebound in performance, this listed company that was at the center of the plasticizer crisis in 2012 can be regarded as officially relieved with the decapitation.

Jiugui shares, which took off their hats at the end of April, also closed at a daily limit on May 5, and on the 3th, they bucked the market and went out of a flat upward trend.

For leading liquor companies, ST is not a problem at all, but a good opportunity. Gu Junhao even remembered that the shares of Shede, which opened a warehouse this time, were filed by the China Securities Regulatory Commission and led to ST in 2020 due to violations of letter disclosure.

With such a serious incident, the stock price of Shede shares only dropped from less than 90 yuan to around 55 yuan, and then quickly stopped falling, and then continued to rise for several months under the name of ST, until it rose to more than 260 yuan after the cap was removed, an increase of nearly five times.

It has to be said that it is indeed a good time to build a warehouse in liquor in 2016. After more than three years of recovery, the liquor industry is also getting rid of the influence of plasticizers. While the performance has begun to recover, it is also on an upward trend.

It avoids the waiting period of long-term low-level holdings, and the market is just starting up. It feels like entering the market in July 2014.

This time I came to Fenjiu Group to conduct research, mainly to find out its business situation. The current plan is to visit some of its affiliated companies that produce and package.

Liquor has a stable demand for packaging, and the sales data of packaging bottle companies can often reflect the sales of liquor.

There are not a few people who came out to investigate this time. In addition to Liu Tingting and Li Xinyu, there are also drivers Li Yaohui and a group of employees from the investment and research department. The total number of people is 10.

Of course, there must be more than one company to investigate. Gu Junhao is the most famous now. If he came out to investigate only one liquor company, the intention would be too obvious.

However, in the first stage, Gu Junhao only participated in the research activity of wine distribution. Afterwards, Gu Junhao would choose to leave the team and join Zhang Yiru, walking with him while he was not pregnant.

After the team circled from north to south and returned to Zhejiang Province, Gu Junhao and Zhang Yiru had almost finished their journey, and they would return with them to complete the last stop of research before returning to Beicang.

This round of research trip will start on May 5th and hold positions until the end of the month. For half a month, Gu Junhao, Liu Tingting and others will be in other places.

It's reasonable for the employees to work and the boss to travel, right?
The cultural environment in the north is quite different from that in the south, and Gu Junhao, who is here for the first time, also feels very fresh.

Fen City is a county-level city, located in the west of the hinterland of Jin Province. Its administrative division is under the jurisdiction of Yongning Prefecture. Gu Junhao has a general understanding of geography.

The first time I knew about this place was in a novel about Yue Geng in the previous life. The main character was a door-to-door son-in-law. Later, with the development of the plot, he ran to this area and met a confidante.

It's just that the update is really too slow. This novel was released in 2011. Until Gu Junhao was reborn, it took more than 10 years to complete the novel, but it didn't affect his popularity.

It is rumored that the author himself also speculates in stocks. If he loses money, he will update a few chapters, otherwise it will be updated monthly. I don’t know if it is true or not.

Climate Fen City belongs to the temperate monsoon climate, with four distinct seasons, cold in winter and hot in summer. Currently, the resident population is about 30 to 40, and it belongs to a small and lower-middle-level county.

When the group arrived in Fen City, it was almost evening, and they were a little tired from traveling all the way, so they checked into a local hotel.

After a while, a representative of securities affairs from the wine distribution company came to the hotel to meet Gu Junhao face-to-face. After May [-]st, it was the peak period for fund manager research, and wine distribution is also a big company, so it's not like he has never seen the world.

But Gu Junhao is a little different. Currently, Gu Junhao is the most popular fund manager, and several of his funds have performed very well.

It can also be seen from the list of shareholders that although its two funds have not entered the list of the top ten shareholders of the company, they are still firmly in the list of the top 20 shareholders.

For the first survey of such a popular fund manager's career, the company's securities department still pays more attention to it. In recent years, due to the influence of plasticizers, the overall performance of listed liquor companies has not been satisfactory.

It is undoubtedly a big publicity highlight for the company that the popular fund manager chooses the company for his first research.

The smell of wine is also afraid of deep alleys!
However, Gu Junhao declined the representative's arrangement for dinner on the pretext of being tired from the journey. It is fine to follow the normal research, and there is no need to specialize.

Seeing this, the other party no longer insisted. After all, it was the first time they met, and it was enough to express goodwill. Besides, they didn't know what kind of character this fund manager who was too young in front of him had.

After dismissing the securities representatives, Gu Junhao took a short rest, and took his driver Li Yaohui to experience the night view of the small northern county.

As for Liu Tingting, Li Xinyu and other subordinates, let them make arrangements for themselves. It's not very fun to follow the boss.

Jin province is famous for its noodles, vinegar, and coal. When you come here, you naturally want to eat a bowl of noodles. Although Gu Junhao is from the south, he still has a relatively high acceptance of noodles.

Before coming here, Gu Junhao had made travel guides and asked some people from Jin Province in his circle of friends, but in their words, the entire Yongning prefecture area is nothing but mountains.

Sure enough, in the eyes of any local, the local area is not fun.

Just like some of Gu Junhao’s friends from other places, when they asked about the interesting places in Yongcheng, Gu Junhao’s answer was that there were no interesting places in Yongcheng, it was just a deserted place for tourism.

However, my friend gave me some suggestions, such as Liulin Bowl Bald, Linxian Wide Noodles, not bad fried, and gourmet, Gu Junhao wants to experience these delicacies in the surrounding areas of Yongning Prefecture.

At the same time, Gu Junhao's first public offering fund manager and his first research activity since his career were also uploaded on the Internet.

It is impossible for a qualified fund manager to sit in the office and stare at the K-line all the time. Although Gu Junhao had excellent performance before, he had never done any research in person. This is what everyone is most confused about.

But this time, Gu Junhao finally chose to leave the office to participate in offline research activities, and the first stop was actually a liquor company far away in Jin Province.

If we really want to research the liquor industry and build a warehouse in this sector, shouldn’t the first stop be Maotai Liquor Industry, which is the industry leader?Even Wuliangye is more reasonable than wine.

The first reaction of people in the industry after seeing Gu Junhao's first stop at the Fenjiu Group was: "Could this kid be setting off smoke bombs again, just like he bought new shares before?"

Up to now, no one would think that Gu Junhao's holdings in the first quarter were the real goal of his investment. The obvious smoke bomb behavior cannot be hidden from everyone.

As for Gu Junhao's loyal fan, Li Ze was a little surprised when he saw the news of Gu Junhao's research, "I'll go, Brother T actually came to Fen City, this is near my hometown."

"It's not far from your place, and you have a car, so you can try to meet him by chance, maybe you will have the opportunity to ask for advice in person." Everyone in the group joked.

"I think so, but I don't know if there is a chance. It is said that fund managers' research schedules are very full." Facing the ridicule of the crowd, Li Ze said a little emotionally.

Su Mingyu's deeds are no secret among the fans of Taogu Bar. They met offline and benefited a lot.

It is said that Brother T not only gave him the code at that time, but also taught him a lot of systematic knowledge about stock trading. Later, it is said that he used this knowledge to select Zhongguo CRRC, and successfully ran away before the stock market crash in 2015.

Su Mingyu, who has a personal net worth of more than ten million, is now considered a little famous in Gu Junhao's entire fan circle, and occasionally appears on the dragon and tiger list from time to time.

Compared with some other rich second generations, Su Mingyu's experience has greatly changed the impression of the rich second generation. His background determines that his starting point must be much higher than ordinary people.

But stock trading is not just based on your family's money. Personal talent and hard work are very important. Su Mingyu's profits from stock trading are quite convincing.

PS: Good weekend, everyone. This is the first time I have written the plot of this chapter. Please forgive me if it is not well written. I have checked the information a lot, and I don’t know if it is right. In addition, there is no charge for PS here.

(End of this chapter)