This weekend is destined to be lively.

Perhaps the top management is reluctant to see the market continue to fall, so some good news has been pushed out in time.

First of all, there is the revitalization plan of the nine pillar industries reported in the media.

It's December 12th nationwide. Change. The content of the work conference of the committee held that at present, the downward pressure on China's economy has increased, the difficulties in enterprise operation have increased, and the economic growth and decline have become a prominent problem in the current economic operation. Therefore, it is necessary to base ourselves on expanding domestic demand, promote steady and rapid economic growth, expand the scale of investment on the premise of optimizing the structure, further tilt towards the "three rural", energy conservation and emission reduction, social undertakings, and the western region, speed up the construction of infrastructure for the people's livelihood, ecological environment, independent innovation, and heavy infrastructure, and concentrate on the construction and launch of a number of heavy projects in the above-mentioned fields, especially to increase investment in the people's livelihood projects.

At the same time, efforts should be made to promote the strategic readjustment of the economic structure and the transformation and upgrading of enterprises. We will vigorously support the exhibition of key industries, compile and organize the implementation of the revitalization plan for the nine pillar industries of steel, automobile, shipbuilding, petrochemical, light industry, textile, non-ferrous metals, equipment manufacturing, and electronic information, and protect and display the pillar industries, backbone enterprises, important products and important production capacity.

The expansion of investment scale, as well as these nine pillar industries, can surely be a shot in the arm of China's economic recovery. can also dig out a number of new market hotspots in the stock market, so Ding Xu regards this report as a big positive.

Secondly, there are 30 opinions on promoting economic exhibitions.

In order to cope with the impact of the international financial crisis, we have implemented the 10 measures to further expand domestic demand and promote economic growth, and conscientiously implemented a proactive fiscal policy and a moderately loose monetary policy. December 13th. Country. Business. Hospital Office. The Department will increase financial support. Thirty suggestions were put forward to promote the steady and rapid development of the economy.

Ding Xu believes that this is for the implementation of the just-concluded in the . The specific arrangements made by the Central Economic Work Conference on the five key tasks of economic work in 2oo9. Some of them are good for industries with good fundamentals and good market prospects, small and medium-sized enterprises, sunrise industries, key industries of the national economy and people's livelihood, and domestic demand-oriented consumption industries, while they are bad for industries with high energy consumption, high emissions and overcapacity.

As for the securities market, there is not much mention in these 3o opinions, mainly with a sentence of "accelerate the construction of a multi-level capital market system and play the resource allocation function of the market." Take effective measures to stabilize the operation of the stock market. The resource allocation function" is highly summarized, and there is not much fresh content and substantive content, and there is not much new ideas.

In other aspects, it is mainly mentioned again that the GEM should be launched in a timely manner.

However, Ding Xu sensitively believes that "stabilizing the operation of the stock market" is the premise, and "waving the resource allocation function" is the top priority!

From this sentence, it can be seen that the top management attaches great importance to the recovery of the financing function of the stock market, so it is once again emphasized that the GEM should be launched in a timely manner, which also contains the subtext of "timely new shares". It will make the market deeply worried about the resumption of new listings, and the expectation of the launch of the GEM in 2oo9 will heat up.

But. The stock market is not even 2ooo point now, so it is naturally impossible to start making money right now, and it is necessary to let the stock market go up again, so that funds can enter the market, so that new stocks and the launch of the gem can be carried out. Therefore, from the perspective of contrarian thinking, the top management is happy to see the stock market rise, as long as it does not go crazy and there is systemic risk like in 2oo7.

Overall, since these 3o opinions are being implemented. The central economic work conference is an important measure, and various departments should actively formulate relevant substantive measures to implement these opinions, including the introduction of a series of important measures to ensure the stability of the stock market, which may constitute a sustained impetus to ensure the upward movement of the stock market.

At a time when the stock market has fallen sharply in a row, it is undoubtedly timely for the top management to launch these two good news.

If there are no surprises, these two positives can bring the market back to strength.

It's a pity that there were a lot of negative reports this weekend.

First, according to media statistics, up to now, a total of 536 listed companies in Shanghai and Shenzhen have issued annual performance forecasts, of which 237 companies are expected to decline or lose money, accounting for nearly half of the total number of listed companies that have announced their results. Of the 237 companies, 125 expect a year-on-year decrease in net profit, while 112 expect to post a loss this year.

This proportion is obviously more than the semi-annual report, indicating that the effect of the financial crisis on the real economy has begun to appear in listed companies, and the performance of listed companies has declined significantly in the second half of the year, and the overall profitability is worrying.

Moreover, only one-third of the companies that have disclosed their annual reports are still unknown, and the global financial crisis has brought much negative impact on listed companies, and market funds are waiting and seeing.

Second, according to media statistics, as of December 12, a total of 26 companies announced that they had been reduced by shareholders in December, with an average of nearly 3 per trading day. In November and January, only 37 and 21 companies were reduced their holdings and lifted the ban, respectively. In addition, in just four trading days from December 1 to December 4, there were 86 incidents of senior executives of the small and medium-sized board reducing their holdings of the company's shares. It can be seen that after the end of the short squeeze of the market some time ago, the size of the market has also begun to be active.

Ding Xu believes that the reason why listed companies have recently reduced their holdings is mainly because the market is picking up, but the future trend of some companies is not clear, and they don't know whether their future performance and stock prices can continue to rise, so shareholders and executives will choose to reduce their holdings. Another reason is that the current economic downturn and the lack of liquidity in the hands of some companies are very strong.

Third, according to media statistics, in the coming 2oo9 years, 685.2 billion shares of various restricted shares will be lifted, and A-shares will usher in a real peak of lifting the ban!

Among them, industry and commerce. The bank ranked first with 23.6 billion restricted shares of the original shareholders. This is followed by China. Bank, China. Petrochemical, SIPG. Group, China. Unicom, Daqin. Railway, China. Air China, Zijin. Mining, investment promotion. Bank & Datang. Electricity.

"The stock market is over!"

After seeing the statistics of these three media, Zhao Zheyi lamented, "The performance of listed companies is the most important cornerstone to support the stock market, and the overall performance of listed companies is so poor, it is difficult for the stock market to rise far." And as soon as it rose this year, the size of the non-can't wait to reduce its holdings, and there will be more than 600 billion shares next year. ”

"License plates, don't be so pessimistic. From the perspective of reverse thinking, when a listed company is rotten to a certain extent, it will not be even worse, and the next step should be a performance recovery. And although there are a lot of unrestricted shares next year, major shareholders will not necessarily sell, even if they want to sell, they will not be willing to sell at such a low price now, and they must do a wave of market to reduce their holdings. From this point of view, next year is an opportunity. ”

Ding Xu tried to appease Zhao Zheyi and other group friends, "In addition, these news, especially the lifting of the ban on Hong Feng next year and the announcement of the annual report, the market has actually expected it for a long time, but only now the overall number has been counted and announced." The sharp drop in the past few days also partly reflects these bearishness. And didn't there be two more good things this weekend? These two benefits can also be regarded as timely rain, which can completely offset these negatives. I feel that the stock market will rebound next week, the Shanghai Composite Index is expected to hold the upward trend line, and the Shenzhen Component Index is expected to regain the upward trend line! ”

Ding Xu's conclusion made the group members who were originally a little uneasy feel better.

"The mountain rain is coming, and the wind is full of buildings!" Qi Fei sighed, "It's rare that there is such a weekend with so much heavy news like this weekend." The good and bad are intertwined, and it seems that the competition for long and short is very fierce! ”

"Next week is the key, I hope the market can take advantage of these two good things over the weekend to counterattack strongly!" Ding Xu nodded, with some nervousness and some expectation in his heart.

This tension and expectation is not only for the 40,000 yuan of profit he lost, but also for Tao Xia.

Although Tao Xia has not contacted him in the past few days, Ding Xu still has some regrets and even guilt.

According to his own command, Tao Xia sold China South Locomotive at 4.2o yuan and bought 680,000 yuan of Baotou Iron and Steel rare earth at 7.18 yuan. If Ding Xu could sell Baotou Steel rare earth above 9 yuan a few days ago, Tao Xia would make a profit of about 3o%, which is 2o yuan. And now, Baotou Iron and Steel rare earth has fallen to 7.95 yuan, and Tao Xia only has a profit of slightly more than 1o%, that is, about 70,000 yuan, making 140,000 yuan less.

Just thinking about Tao Xia, Tao Xia's text message came: "There is something to do in the past few days, I haven't looked at the plate, I just looked at it." Faint, this bad bun actually fell back to more than 7 yuan. ”

"Yes, I didn't judge it well, so I didn't operate last week, and I couldn't help you lock in profits, I'm sorry." Ding Xu replied guiltily with a message.

"What's so embarrassing about that?" Tao Xia quickly replied, "I just took a look at China South Locomotive, and when I sold it, it was 4.2O yuan, and it closed at 4.2O yuan on Friday, and it didn't rise at all." Fortunately, I listened to you, changed the buns, and earned 70,000 yuan, I am already very satisfied! Thank you, broken batting. ”

Hearing the last sentence, Ding Xu's mood suddenly turned cloudy and sunny, and became warm. (To be continued!)

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