The Road to Rebirth Finance

Chapter 469 "Junshi Concept Stock"

After arriving at the company in the morning, Gu Junhao also learned about the plummeting price of rice stocks last night.

Not surprisingly, retail investors in early trading were mostly discussing the impact on A-shares.

A low opening is a common expectation. As for the trend after the low opening, some investors are optimistic about opening low and moving high.

Some investors believe that it will open lower and move lower as before, and the trend of A-shares will not be much better.

Among them, investors who tend to open lower and move lower account for the majority, and the overall market sentiment is still pessimistic.

This is understandable. The real good days in October only last two days.

Investors' mood is unstable, and it coincides with the sharp drop in the external market; investors who have been numb throughout the year are like frightened birds at this time, and they are afraid of making early moves at the slightest hint of wind.

At 9:25, the Shanghai and Shenzhen stock markets jumped sharply downward without any surprise.

The Shanghai Composite Index reported at 2540.93 points, and the GEM Index reported at 1245.30 points, falling by more than 60 points and 40 points respectively, with both declines exceeding 2.5%.

On the news, this morning, the first rescue measure has been released. The China Banking and Insurance Regulatory Commission allows insurance asset management companies to set up special products to participate in resolving the liquidity risks caused by stock pledges.

Judging from the release time, it is unclear whether it was prepared in advance or in response to the sharp drop in rice stocks last night.

"Hey, it's cruel enough. The gap in the upward jump is immediately filled, but that's fine. I guess there should be more funds to buy the bottom."

The index fell sharply, but Gu Junhao did not panic at all. This mentality also directly affected traders.

Seeing that the boss is so calm and bullish as always, everyone has nothing to fear and continues to operate at the same pace as the previous two trading days.

In fact, Gu Junhao was lucky. Of course, Gu Junhao had no way of knowing about the sharp drop in rice stocks last night, and it was impossible for him to get the news in advance.

However, due to the previous position strategy, starting from Tuesday the 23rd, Junshi Group has begun to gradually reduce its positions in some stocks in the weakening technology sector.

Over the past two days, the positions of both Junshi Price Investment and Junshi No. [-] have undergone great changes. All this is just to free up positions to buy the bottom of the liquor sector.

Therefore, many times, it is very important to have a correct trading system and be able to execute it with great self-discipline.

If this were not the case, the technology stock sector, which opened with an average opening lower of more than 3% today, would be very passive under full positions.

"Whether the situation can be stabilized today is very important. If it cannot be stabilized today, we will continue to explore the bottom."

"Isn't that great? Speed ​​up the market bottom, but it shouldn't be a big problem to stabilize today. Individual stocks opened relatively low, but they are basically above the support level."

“Let’s see how it performs after the opening.”

Gu Junhao was chatting with Liu Tingting while staring at the market. Compared with other sectors that followed the index's decline, the liquor sector that he had been paying attention to recently seemed to be unusually strong.

After Maotai Liquor reached the top of 700 yuan again a few days ago, it opened lower today by less than 1%, as if nothing happened.

"Something's not quite right? Lure Duo?" Gu Junhao thought with some confusion.

Logically speaking, the Shanghai Composite Index fell by more than 2.5% at the opening today. Maotai Liquor Industry, which is closely related to the index, would not be so strong no matter what.

What's more, although the liquor sector has rebounded recently with the rebound of the index, its overall growth rate is still weaker than that of the index and other sectors.

The recent trend of rice stocks is somewhat similar to that in February, and A-shares were deeply affected by rice stocks in February, and today they also opened sharply lower due to last night's plunge.

Thanks to the support of a series of policies, A-shares achieved a big rebound at 2449 points. Whether they can get out of the independent market today and open lower and move higher is the best verification of the policy.

At the same time, it is also the best time to get rid of the impact of rice stocks during the year.

At 9:30, trading officially started, and it was time to check the quality of A shares.

After the Shanghai and Shenzhen stock markets officially started trading, they did not open low and then fall quickly like in the previous period. After only a slight dip, the index rose rapidly!
GEM constituent stocks are still leading the way. Dongfang Fortune, Tonghuashun, Ningwang and other index-weighted stocks or recent hot stocks have all achieved rapid rise after opening sharply lower.

"It's not bad. The opening price of these popular stocks is the lowest price, and the trading volume is not bad when it rises. It seems that today is worth looking forward to."

"Can panic only maintain a call auction? In that case, this policy is quite effective."

"Hey, what a good opportunity. I can make a good big T today. I've already entered Dongfang Fortune."

"It's stable. It's been more than 10 minutes. The index and individual stocks have not shown any signs of retracement. They are still rising."

Gu Junhao was also looking at the market at this time. The time was already 9:40, and the Champions League anti-index had risen from a net drop of more than 3% to a drop of 2%.

All GEM constituent stocks have achieved an increase of more than 1%, and they have not dipped like the index, which seems very compelling.

At the same time, the Shanghai Composite Index also opened lower and moved higher.

The words discussed by the traders reached Gu Junhao's ears. With the index rising a little bit, he seemed to be able to feel the difference in A shares today.

In the past ten minutes or so, A-shares have shown signs of getting rid of the influence of rice stocks.

The difference is that the liquor sector, led by Maotai Liquor Industry, opened stronger than the index. While the index opened lower and moved higher, the overall downward trend of the sector was very obvious.

Maotai Liquor Industry, which opened down 0.5%, fell as much as 9% by 50:2.02, with its stock price at 679.03 yuan.

The opening price is the highest price, and there is no sign of rebound.

"Hey, Baijiu is going to have a bad day today. It looks like it will continue to make up for the decline today."

Also, due to policy support for the market, the decline of the entire liquor sector was slowed down before. When the market truly enters into differentiation, it is reasonable for it to continue to decline.

At 10 o'clock, after the rapid decline in early trading, Maotai trading volume increased again, and the stock price was reported at 667.30 yuan, a drop of as much as 3.71%.

The stocks in the rest of the sectors all fell by more than 3%, and the largest decline was more than 5%. At this time, the Shanghai Composite Index had rebounded by nearly 20 points!
Some investors have noticed the overall decline in the liquor sector, but not many people care.

Liquor is a very magical sector for ordinary investors. According to Gu Junhao's understanding, in the past, the market for liquor had been booming for several years, and it seemed that not many retail investors participated in it to make money.

In this sector, it seems that everyone knew it would rise, but no one bought it. Instead, it was only at the end of the market that many retail investors took over.

Gu Junhao didn't know the specific reason. On the one hand, it may be that the liquor sector as a whole is mainly trending. When retail investors find out, it is often when the position is relatively high.

At this time, retail investors no longer dare to buy, and the more they dare not buy, the more the stock price dares to rise, driven by the trend and group funds.

On the other hand, it may have something to do with the unattainable stock price of Maotai. When thinking of the liquor sector, the first thing that comes to mind is Maotai Liquor Industry.This is a leading stock that has been hacked by investors and major self-media. The public sneered at its rise and even labeled it "Maotai Xiang Technology".

Those who think that the rise of liquor is a blow to technology, these people are actually sour.

Who stipulates that liquor stocks will not rise? At least they don’t need to cheat. All performance and profits are provided by the market.

Take Maotai as an example. Regardless of the status of its products in the country, just look at its stable growth and annual dividends, as well as its relatively small amount of high transfers. This is an excellent company.

He was blackmailed just because he was jealous of him. From the beginning of listing, there are not many A-share stocks that can outperform domestic housing prices. Maotai is one of them, and it is also the one with the most stable annual compound rate!
From this point of view, this can be regarded as a real stock, which is much better than those technology stocks that have experienced ups and downs.

There is a very interesting data. When Gu Junhao was bored in his past life and this life, he read some online novels. If he was reborn and returned to the past, a very large proportion of them chose Maotai.

Just like Liu Tianxian in those novels about celebrities, there are many people in black Maotai, but if you can buy Maotai for tens of dollars per share, no one will refuse.

At 10:30, one hour of early trading had passed. The decline in the Shanghai Composite Index had narrowed to less than 1%, while the decline in Maotai had expanded to around 5%.

Some stocks that have been strong recently have taken the lead in turning red after trending lower and higher.

In one hour, the index rose by nearly 2%. The way it rose was not an infinite pulse-like rise, but a slow upward movement, which was very healthy.

There is no doubt about the reversal of the ranks. After the call auction this morning, A-shares have officially got rid of the influence of the external market!
"Not bad. While doing T, remember to control the position and do not exceed 70%."

"clear."

The decline of liquor today is very fierce. Today's decline in Maotai seems to be unstoppable. It is really rare for Maotai to drop more than 3% in a day.

You know, if there was a drop of more than 2% before, it would have been considered a big drop for Maotai.

In less than an hour today, Maotai has already fallen by 5%. The opportunity is finally coming!

At this time, you must be calm, control your positions, and quietly wait for the real bargain hunting opportunity in the liquor sector.

The one-hour trading time in the early trading confirmed the trend of A-shares opening low and going high. An hour later, the panic in the Shanghai and Shenzhen stock markets in the early trading gradually stabilized.

Without the panic, the trend of the Shanghai and Shenzhen stock markets became even more beautiful in the afternoon. The Shanghai Composite Index, with an amplitude of close to 3% throughout the day, even turned red at the end of the day.

The trend of opening low and moving high, although the three major stock indexes still closed negative today, a big positive line on the K line that is close to bareheaded and barefoot really boosted the popularity.

Friday, April 10.

On the last trading day of this week, the China Banking and Insurance Regulatory Commission further refined yesterday’s policy on equity investment in insurance capital. The China Securities Regulatory Commission also released a revised plan for share repurchase-related regulations this morning.

Several major measures previously announced are being rolled out step by step. A-shares are divided again today, and the liquor sector is still plummeting.

After yesterday's sharp rise, the Shanghai and Shenzhen stock markets also diverged and closed slightly negative.

Today to October 10st is the final release date for the third quarter reports of the Shanghai and Shenzhen Stock Exchanges. Among some of the previously released third quarter reports, the Junshi Group has enjoyed unlimited success.

It has appeared among the top ten shareholders of listed companies many times, including Xushen Group, which continues to increase its holdings. However, these are listed companies that are not very large.

The amount of buying capacity ranges from 1 million yuan to several hundred million yuan. According to the current level of Junxiang’s capacity, although it is eye-catching, it is really nothing.

But in Ningwang's third quarter report released after today's close, the Junshi Department really showed off.

In the third quarter, to be precise, after October, Junshi increased its holdings in Ningwang through three major sectors, and its shareholding increased from 7142.86 million shares before to 1.0572 million today.

With a shareholding of 4.82%, it is still the fifth largest shareholder.

But the fifth and fifth are not the same. Before it was the fifth largest shareholder in circulation, but now it is the fifth largest shareholder of King Ning!
Based on Ningwang’s closing price of 5.08 yuan, which rose 80.91% today, the total market value of Ningwang held by the Junshi Group exceeds 85 billion yuan!

In addition to China-Singapore Communications, which closed at 17.44 yuan today, Junshi’s holdings in these two stocks have exceeded 150 billion yuan.

One Ningwang accounted for almost 10% of the overall cash flow of the Junshi Group, making it the largest holding.

Gu Junhao finally realized his dream at the beginning of his rebirth: "Become one of the top ten shareholders of a white horse stock."

Just like clearing the game, another big dream comes into reality after rebirth. This feeling is really refreshing!
King Ning’s current market value is less than 1700 billion yuan. Junshi’s behavior of adding a large amount of money was considered based on investment strategy, but for King Ning, it has become a capital force that cannot be ignored.

King Ning in 2018 is just the new favorite of the capital market, and his status in the world is far from what it will be in later generations.

Junshi's large purchases will certainly not affect the company's specific direction, but it can no longer be ignored by the management.

And this method of buying at a price of less than 5% really makes the management and other capital parties very uncomfortable, because Gu Junhao can cash out his shares anytime and anywhere without any notice.

But at the same time, the 4.82% shareholding has also become a key target of capital competition among all parties. Before the annual report was officially released, Gu Junhao received a lot of phone calls.

Ningwang's shareholding structure is not a dominant one, nor is it a leading state-owned enterprise like China-Singapore Communications. No one would think of harming a new capital holding a large number of shares. It would only be to win over.

Moreover, these venture capital institutions learned the information through their own channels and found that even if they wanted to suppress it, they could not suppress Gu Junhao.

Without him, in their opinion, Gu Junhao is too stubborn!
In addition to occasional travel meetings and some meetings, business trips and the like, he never leaves Yongcheng, or even Beicang District!
When the information survey was passed on to various venture capital institutions, everyone complained in their hearts.

"Is there something wrong with this kid? A few years ago, he went out for research. After the child was born, he stopped doing research and left it all to his subordinates. I'm really convinced."

"Damn, if you want to find him, you have to go to Beicang. I've never seen such a homely capitalist!"

"He is such a otaku. How does he earn his money? And judging from his cooperation with the local area, he is really as innocent as the information!"

"High school diploma? That's outrageous. Does he understand the professional vocabulary I'm talking about?"

Venture capital is paying attention to Gu Junhao. Some good people on the Internet, or Gu Junhao's fan group, are calculating the total market value of Big A held by Gu Junhao based on public data as the financial reports of various companies are released.

At the same time, Gu Junhao holds 2425.6 million shares, surpassing Huijin to become its fourth largest shareholder and Tong Huashun, the largest circulating shareholder.

This weekend, he quietly updated his concept stocks, and a new column appeared among the new concept stocks: "Junshi concept stocks!"

The concept stocks include all the stocks currently listed in the top ten shareholders of Junshi Capital and a series of positions announced by Junshi Price Investment.

Even on days when there is no trading on the weekends, this concept stock quickly attracted the attention of all parties due to the concentrated release of financial reports.

　Did you suffer from losses today?Just one chapter tonight~

　　
　
(End of this chapter)