"We should announce this tomorrow. Pen Fun Pavilion www.biquge.info"

Not long after the market closed, a meeting on the timing of RMB reform was held within the central bank, and the preliminary work has been completed after many discussions and verifications at the highest level, the Ministry of Finance, the central bank and other institutions.

The timing is very important, as exchange rate reform is a major measure that can have a shock to all aspects of the economy. How to avoid these shocks and minimize the impact is what the final implementation of the sectoral central bank needs to consider.

When the general market supervision department, the central bank or the Ministry of Finance releases major news, they all choose to release it after the market closes on Friday, in order to reduce the impact on the capital market, and at the same time set aside two days off for the market to digest these news. Of course, these timing choices are not absolute, otherwise it would be too dogmatic.

Not long after the meeting began, Gao Dongfang first stood up and said, "Today's market is up close to 5%, and it looks like it is approaching 4,000 points, in this case, we should strike while the iron is hot." Having said that, currency depreciation is good for the export industry, to a certain extent, it promotes the performance growth of some listed companies, and the expectations formed can contribute to the growth of stock indexes. ”

After he finished speaking, many people nodded.

As masters of the capital market, Gao Dongfang, Li Bin and others have been transferred to the central bank to support when discussing exchange rate reform to deal with the imminent attack on foreign exchange, after all, compared with the stock market, the foreign exchange market with a scale of tens of trillions is more important.

At this time, the people in the conference room included administrative officials, economists, and Gao Dongfang, who had rich experience in the capital market, and Gao Dongfang and others had enough say on this issue.

"This ......"

Li Bin thought for a while, and then slowly said, "Although this is the case, but at present, our follow-up funds are not in place, if we act rashly, the bears combine the attack of the foreign exchange market, and at the same time launch an attack in the stock market, then we will always have a head that cannot be defended." Now it seems that the stock market is more likely to fall. ”

"What?"

"Our follow-up funding isn't in place?"

"What the hell is going on? So the stock market is still rising today? ”

Li Bin's words were like a bombshell, which suddenly blew up the originally quiet meeting, and the participants discussed one after another, ignoring the discipline of the venue. This was the first time they had heard such news, so they were naturally shocked.

Gao Dongfang's private transaction with Zhong Shi was highly confidential, and even Li Bin and others did not know about it.

"It is really difficult to protect the capital market by relying solely on the good news given by the policy, rather than the investment of real money."

Li Bin didn't pay much attention to the sensation caused by his words, and after looking around lightly, he continued, "We are now being requisitioned in the central bank, in order to counter the impact of international shorts on the RMB at a critical time, and it can be said that this impact is a high probability event." However, it should also be clear to everyone that there is also a wave of bears wreaking havoc in the domestic stock market. Although the stock market has temporarily stabilized due to the intervention of bailout funds so far, there is actually not much bailout funds left in the previous round of bailouts, and follow-up funds have not been seen, at least so far. So once this time is announced, I think there is a high probability that the stock market will have another catastrophic rally. ”

"And we all know that the domestic stock market is actually very little linked to imports and exports. Several times when the exchange rate was adjusted, there was not much fluctuation in the stock market. So I don't think there's any argument that Mr. Gao's claim that currency depreciation can stimulate the market upside. ”

"So according to your idea, when should we announce this new policy?"

Governor Jin, who had been silent, frowned, looked at Gao Dongfang, then at Li Bin, and finally asked, "The M2 data in July increased by 1.5% compared with the previous month, and the economic decline exceeded the expectations of our central bank. ”

"At least wait until the second tranche of bailout funds arrives."

Li Bin thought for a while before he said, "At present, the foreign exchange market and the capital market are not a fish and a bear's paw relationship, and it is entirely possible for us to protect both markets." If we can do this, why don't we wait a little longer? According to the current trend of the stock market, the policy benefits will be exhausted quickly, and if there is no strong capital intervention, then we will inevitably lose one of the markets. ”

"According to Assistant Li, the strong funds that appear in the market today are not bailout funds?"

At this time, a middle-aged scholar wearing glasses couldn't help but ask, "Assistant Li shouldn't have noticed today's market, right?" Originally, because of the favorable policy, the index once rose to 3860 points, but in the afternoon, the bears fought back fiercely, once suppressed the index to close to 3800 points, but at this time, a strong capital fell out of thin air, directly blowing up the bears, and pushing the index up to more than 3900 points. ”

"Now the market is circulating that this fund is the second phase of the bailout fund, and there are also documents and pictures of the second phase of the bailout fundraising. In addition, some people said that this was the simultaneous sale of the three funds set up by the bailout funds, and also said that the bailout funds changed the operation strategy. In short, there are all kinds of theories, but now it seems that this is not the case? ”

The views of this middle-aged scholar do not mean that he is alone, most of the people present who do not know the situation have similar questions, even including Li Bin himself.

"This ......"

Li Bin couldn't answer this question at all, and after being silent for a moment, he turned his gaze to Gao Dongfang, "Everyone, you may have to ask Mr. Gao about this matter, I really don't know the origin of this fund." ”

"First of all, I must say that this matter was only a small secret before this, and it was not a secret."

Seeing so many pairs of eyes staring at him, Gao Dongfang felt pressured, and after weighing it in his heart for a moment, he still decided to explain the whole thing, "Since everyone asked this question, then I will explain this question to you." After the second tranche of bailout funds fell into a tug-of-war of bargaining, we urgently discussed this issue and finally decided to borrow some funds from the market to cope with the current situation. That's why you see the strong money today, and it's really not a bailout fund. However, according to the loan agreement, all current positions are still bailout funds, and we will take over these positions as soon as our funds are available. From this point of view, it can also be said that this fund belongs to the bailout fund. ”

"I just don't know how long these funds will last?"

No one realized that a flash of joy flashed from Li Bin's eyes, and everyone only saw his subsequent solemn expression, only to see him ask in a deep voice, "If the second phase of the bailout fund is not solved in the short term, then it is probably very dangerous to rely on this borrowed fund alone, right?" ”

"You can rest assured that at least for a month, this stock will hold the stock market steadily."

For this, Gao Dongfang was very relieved, and immediately said loudly, "I'm afraid it won't be long before we will return to the stock market." That's why I had the audacity to suggest that the announcement should be made tomorrow. ”

"If that's the case, then I'm relieved."

Li Bin nodded, and then looked at Governor Jin, "Governor Jin, if everything is as Mr. Gao said, then I have no objection to the news of tomorrow's announcement of the new policy." ”

"If that's the case, do the others have any other opinions?"

Governor Jin nodded, then looked around and asked, but no one spoke for a long time, and immediately said, "Since this is the case, then form a meeting minutes and submit it to the higher authorities for approval, and it is initially expected to be announced tomorrow morning." ”

Originally, the main purpose of this meeting was to discuss the impact of the announcement on the stock market, but since Gao Dongfang and others reached an agreement, the whole thing was basically nine out of ten.

……

"Tomorrow the central bank will announce the exchange rate reform."

Not long after the end of this meeting, Xu Fei, who was far away in Suhai, received news, "The specific reform measure is to change the current pricing formation mechanism of the exchange rate announced by the central bank, from the reference price announced by the central bank in the past to the closing price of the previous day and the supply and demand relationship of the market, so that market makers can jointly quote a reasonable price." ”

"Is the long-awaited thing finally happening?"

Zhou Changan, who was on the side, removed his head from the chest of the beautiful woman next to him, picked up a glass of bubbling champagne and drank it all, and smiled with a smile on his lips, "Hey, hey, I seem to see the banknotes flying in the sky." ”

This is a private club, and the two of them come here to relax after a day of intense work. As soon as Xu Fei sat down, Zhou Changan came over with a few tall beauties and gave Xu Fei two of them, which was called relaxing.

The two began to enjoy it with a smile, but it didn't take long for the mobile phone in Xu Fei's arms to buzz.

"Also, guess what's going on with the money that suddenly appeared in the market today?"

Xu Fei, who had read the information, was in a good mood, and also took a glass of champagne and drank it all, and said to Zhou Changan with a smile, "I'm afraid you can't even think of it when you break your head, what the hell is going on!" ”

"What's wrong?"

Zhou Changan was stunned for a moment, scratched his head and asked, "Isn't this a fund established by bailout funds as rumored in the market?" Could it be that there is something else that can't be done? ”

"Not bad."

Xu Fei laughed, "I said Zhou Gongzi, you are wrong about this." In fact, my guess was not wrong, the bailout funds were really depleted, only this time I was put on the spot by the guy named Zhongshi. You know, this guy took out his own money to snipe us, and the money was his own money, and I said how can he be so fierce, not at all like the previous style. ”

"He actually paid for it himself?"

When he heard the name Zhong Shi, Zhou Changan suddenly shuddered, and the wine glass in his hand almost fell off, "This guy actually paid for it himself?" Did I hear me right? How much money does he have to be worth throwing into it like this? ”

"It doesn't matter how much money you have, at most tens of billions, maybe hundreds of billions."

Xu Fei, who got the news, was in a good mood, and took the initiative to pour himself a glass of strong whiskey, and drank it all in one go, "Hahaha, as long as this guy can't dictate his funds, then the market will be in a vacuum during this time, and we can do whatever we want, what do you say, Gongzi Zhou?" ”

Suddenly poured so much wine, he was already a little drunk, and as soon as he turned his head to look at the female companion beside him, an evil fire suddenly surged in his heart. At that moment, he grabbed the other party's hair suddenly, and forced his head to move closer to him.

"It's really unusual for this guy to be crazy."

Seeing this move, Zhou Changan secretly thought in his heart, but this kind of thing is so commonplace that this thought only stayed in his mind for a second, and then it was forgotten, "If he says so, this is indeed a good opportunity, I really have to plan it well." (To be continued.) )