Chapter 156: The Great Earthquake in Haizhou's Financial Circle
Magic City, Lujiazui, Galaxy Investment Conference Room.
Ding Le held a coffee in his hand, stood in front of the huge floor-to-ceiling window, and looked into the distance, the Bund buildings with different styles were more solemn and heavy against the backdrop of the night lights.
He took a sip of coffee, turned to Cao Shengyuan and said, "The adjustment plan will be implemented according to what we just discussed!"
Last year, when Galaxy Investment opened a position to buy, the Shanghai Composite Index was at 1,750 points, and the prices of individual stocks were also at historical lows, which had long-term investment value.
Since November last year, in order to maintain financial stability, the government has introduced a series of policies such as "four trillion" to expand domestic demand and promote economic growth, while the central government has also cut interest rates sharply, and the A-share market has finally bottomed out and stabilized after more than a year of bear market, and opened a wave of nearly 30% rebound.
On March 5, the Shanghai Composite Index closed at 2221.08 points, and the stock returns of Galaxy Investment were at least 10 points, and the return of stocks like Yili, which was wrongly killed in the market, exceeded 55%.
When he opened his position last year, Ding Le only relied on the general impression of his previous life to let traders seize the favorable window period to continue to buy, and in a hurry, he did not conduct in-depth research on the fundamentals of these companies.
After the Spring Festival, Ding Le took the opportunity of the board of directors of listed companies to take Cao Shengyuan and several analysts to conduct field research on the listed companies that "raised their cards" in the fourth quarter of last year. Along the way, they found that some companies did not live up to their names, and the actual operation of the company was worse than the outside world speculated.
After returning to the company, Cao Shengyuan led the team to work overtime, wrote several investment reports in a row, and put forward position adjustment suggestions from a professional point of view.
For the suggestions of the investment research team, Ding Le is also as good as a stream, professional people do professional things, and he is sure of the macro trend, but in the micro details, it is still necessary to combine the suggestions of professionals.
After the meeting and discussion, Galaxy Investment will build positions in the stocks of companies with poor fundamentals or uncertain development prospects, and at the same time increase holdings in high-quality companies.
Life is not easy, and so are local tyrants. After saying this to Cao Shengyuan, Ding Le looked at the time, at ten o'clock in the middle of the night, at this time, there were still large areas of lights in many office buildings outside the window......
In the next few trading days, taking advantage of the good market situation, the traders of Galaxy Investment showed off their operations angrily.
After this adjustment, the number of "brand-lifting" enterprises of Galaxy Investment has been compressed to 7, namely Yili, Moutai, Ping An, China Merchants Bank, Vanke A, Changchun High-tech, and Gree Electric.
In the future, in the primary market, Galaxy Investment will hold these A-share core assets for a long time, and at the same time, combine the rising and falling trend of the Shanghai Composite Index to control positions in a timely manner.
As soon as the liquidation announcement of Galaxy Investment was released, it was like dropping a depth charge on the capital market. Those listed companies that have been announced to reduce their holdings have issued statements one after another: the company's operations are normal, there are no undisclosed major events, and the reduction of Galaxy Investment is a financial investment behavior, which does not involve uncertain factors in the company's operation and development.
The reduction of Galaxy Investment not only sparked heated discussions in the capital market, but also set off a feverish discussion on the Internet.
Suddenly, Galaxy Investment's position reduction became a hot topic on Weibo's hot search list, and many netizens posted and discussed.
"Is this reduction good or bad? Will it go up or down tomorrow?"
"Galaxy Investment Reduces Holdings! Retail Investors Have a Bad Fate!"
……
Ding Le didn't pay attention to the various voices of netizens and stockholders, and he didn't have time to pay attention to them, because Xu Jing came with Liang Xiao, and the beautiful woman came to visit, so Ding Le naturally had to accompany him throughout the process.
Years ago, Xu Jing and Ding Le discussed, and Galaxy Investment and Jumei Technology jointly initiated the establishment of Fairy Entertainment. After the Spring Festival, after Liang Xiao's comprehensive and meticulous preparations, the preparations for Fairy Entertainment have been completed, and now everything is ready, only Dongfeng is owed, and the establishment of Fairy Entertainment is short of registered capital.
After the Spring Festival, through Ding Le's introduction, Jumei Technology applied for a project loan of 200 million yuan from Haizhou Bank with a mortgage on the project under construction.
The host account manager of this business is Xu Lixin, when Ding Le was the boss of the marketing department of Haizhou Bank New District, he was still an ordinary account manager, after two years of training, Xu Lixin has now been promoted to business supervisor.
Jumei Technology's basic settlement account is opened in the new district branch of Haizhou Bank, and now the company's monthly turnover has reached tens of millions of yuan, so for this company, from Xu Lixin and his partner's account manager to do credit investigation, to report for approval, it is a green light.
Listening to Liang Xiao's report on the preparatory work of fairy entertainment, Ding Le couldn't help but sigh in his heart, it seems that she is still suitable for this industry, Xu Jing looks at people very accurately.
"I will let the finance transfer the money to the capital verification account of Fairy Entertainment as soon as possible, and Fairy Entertainment will rely on you in the future!" Ding Le said to Liang Xiao.
Looking at the beautiful woman in front of him, Ding Le couldn't help but feel a little emotional, and he still remembered very clearly the first time he saw her standing at the front desk of the company in Xu Jing's company.
Ding Le's small proposal changed a person's fate in this way. Growing from a front desk clerk to the CEO of an entertainment company is a very legendary story.
Of course, there's more to a butterfly flapping its wings than meets the eye. Ding Le received a call from Yu Jiankang about the earthquake in Haizhou's financial circle.
Since Ding Le put forward the proposal for Haizhou's financial reform at the symposium of young entrepreneurs before the Spring Festival, it has brought a lot of inspiration to the big leaders.
After investigation and final collective resolution of the team, in order to better promote the economic development of Haizhou, the leaders decided to accelerate the in-depth reform of Haizhou's banking industry and start the restructuring plan of Haizhou Bank.
As part of the government's restructuring plan, all local incorporated banks in Haizhou will be split and reorganized. All bank outlets in urban areas and parks will be incorporated into the current Haizhou Bank, and all bank outlets in towns and rural areas will be integrated to form a new Haizhou Rural Commercial Bank.
"Consolidation into two banks?"
On the phone, Ding Le couldn't believe it, what Yu Jianxing said was too informative, far exceeding his expectations.
"This year's No. 1 document of the central government also mentions the establishment of a diversified, orderly and hierarchical rural financial system, so according to national regulations, the bank with the prefix of agriculture will definitely not be able to take out!"
Yu Jiankang explained why the big leaders did not fully adopt Ding Le's advice and set up a bank in the city.
"So, the government took a trick and set up a city commercial bank and a rural commercial bank?"
When Ding Le heard Yu Jiankang mention this, he naturally figured out that as a former veteran of the banking industry, he was still very sensitive to policies.
"Yes, now there are two working groups in the city, and I am also involved in them, if you have time in the past two days, you will go back to Haizhou, I have some questions I want to discuss with you face-to-face!"
Yu Jiankang didn't hide it on the phone at all, his recent work was so complicated that he was anxious, and he had no choice but to think of contacting Ding Le.