"Huaguo Petrochemical Mixed Reform Suspension?"

Looking at the suspension announcement issued by Huaguo Petrochemical, Li Meng said in surprise: "Su Yu, this is the triggering event you said, the opportunity for the main line of the 'state-owned enterprise reform' market to break out, right?" ”

Su Yu pondered for a while and said: "Is it, it depends on how the market reacts tomorrow, the so-called trigger event of the main line of the market must resonate with the market sentiment and the intention of the main capital to drive the market, otherwise...... It's just a market signal. ”

"Of course ......"

Su Yu paused, and said: "Even if Huaguo Petrochemical's mixed reform is suspended, in the current market sentiment, it still can't drive the macro main line of 'state-owned enterprise reform', which also has a very positive effect on the market, after all, Huaguo Petrochemical as the core blue-chip stock in the market, it can take the lead in mixed reform, which proves that the next 'state-owned enterprise reform' will set off a big tide." ”

"And with this expectation, the line of 'state-owned enterprise reform' in the market will always rise."

"The so-called 'one leaf knows the autumn', smart investors, through the announcement of Huaguo Petrochemical, should be able to read a lot of useful things."

"Yes!" Li Meng nodded, "Looking at the market's discussion of Huaguo Petrochemical's announcement, tomorrow's market should still be worth looking forward to, that is, the current turnover of the market, as well as liquidity problems, are really worrying, I am afraid that it is active speculation funds, and it cannot lift the large-cap stocks of state-owned enterprises in the direction of the main board." ”

Su Yu smiled and said, "This is inevitable, so ...... The market will naturally not be achieved overnight, a scene, after the curtain opens, it is just a hot scene at the beginning, not a climax. ”

"Then we ......" Li Meng paused and asked.

Su Yu thought for a while and said: "At present, the position level of our two funds is not low, let's observe first, the last 30% of the available funds, don't rush to enter the market first." ”

In Su Yu's opinion......

Although the market has shrunk to less than 50 billion, sentiment has been sluggish to the freezing point.

But it's still the last fall.

Only by taking advantage of the panic of the last fall, cleaning up a batch of chips that are not too deep under pressure at the bottom, giving the future index upside, making room for it, and reducing pressure, can there be hope for a real reversal, and when this last fall will come, he does not know, at least ...... At the moment, he does not see any signs of this in the market.

"Good!" Li Meng responded.

Immediately afterwards, he turned his head and continued to browse the ideas and long and short views discussed on the stock forum where major retail investor groups gathered on the Internet, so as to judge the retail sentiment of the market.

I saw this moment on the major stock forums.

The majority of retail investors, although they were surprised by the news of Huaguo Petrochemical's suspension and mixed reform, but the discussion did not reach the point of popularity, and on the theme of "state-owned enterprise reform", few people mentioned it at the moment, and the most discussed by everyone is still the small and medium-sized board, the gem led by the "mobile Internet", "smart phone industry chain" two main directions of the relevant hot stocks.

Especially recently, due to the participation of 'Yuhang Investment' and 'Zexi Investment' in the private placement plan, the stock price has been rising, and Lixun Precision, which has continued to strengthen against the trend, has become the core hot stock discussed by the majority of retail investors.

As for the topic in the direction of the motherboard......

Whether it is the popularity of individual stocks or the popularity of plates, it is far less than that of the small and medium-sized board and the gem.

This shows that the focus of retail investors' attention and sentiment in the current market is still focused on the small and medium-sized board and gem dominated by emerging industries.

At least in the majority of retail investors, everyone believes that in the direction of the main board, it is impossible to produce a big market.

After learning about the views of retail investors on major forums, Li Meng visited the major financial media websites again, learned about the views of major financial V, major analysts and chief investment advisers of domestic financial institutions, and found that these people are still brainless and singing more, opening up investment opportunities, and closing their mouths are still investment opportunities.

However, let's look at the average position line of major domestic public funds.

Only to find that these institutions that have been singing long all the way are not high in terms of holding watermarks.

"Hey...... It's all a bunch of people with different hearts. After browsing the overall news of the market and the average position of public funds, Li Meng couldn't help but sigh, "The market is plummeting, falling all the way, and these institutional analysts are singing all the way and shouting investment opportunities, but they don't see them buying." ”

Su Yu laughed and said, "Isn't this normal? After all, in the case that the regulator has been hoping that the stock market will get better, it is really short to be reckoned with. ”

"Further......"

Su Yu paused and continued: "During the extreme downturn in the market, it is extremely difficult for most of the stock-oriented asset management and wealth management products in the market to raise funds and issue them...... It's strange that everyone dares to take a position. ”

"Market sentiment is ......"

When Su Yu thought of this, he also had to sigh: "The more bottom, the more fearful, the higher the position, the more greedy, the historical cycle repeats, it is really forever." ”

"Human nature is like this, and no one can overcome it." Li Meng replied.

While the two were talking, Su Yu's mobile phone rang suddenly.

Su Yu was stunned, I didn't know who would call at such a late hour, I couldn't help but take out my mobile phone and look at it, only to see that it was Lin Antu's phone, I couldn't help but connect, and asked, "Director Lin, what's the matter?" ”

"The news is out!" Lin Antu said on the phone, "The surname Ni has gone up, the surname Hu has stayed put, and the original boss of the Chen family has been placed in custody." ”

"Oh!" Seeing this, Su Yu couldn't help but smile and said, "It seems that Yang Hao's guy won the bet!" ”

Lin Antu responded, and said, "Also, Mr. Su...... I heard that the city and province have already submitted to the State Council for approval, and it should not be long before the official documents and news will come out. ”

"Okay, I see." Su Yu said, "It's hard for Director Lin." ”

After speaking, Su Yu hung up the phone.

"What's wrong?" Li Meng saw a bright light in Su Yu's eyes, and couldn't help asking, "What's the good news?" ”

Su Yu said with a smile: "The east wind of the real estate industry is also coming, and ...... The piece of land I bought earlier should be used for an important purpose. ”

In the face of Qianjiang New Area, a national-level new area development project.

With such a big piece of cake, Su Yu believes that Pengyuan Real Estate and Kumho Group, as the leading real estate companies in Yuhang, will definitely compete fiercely and play out the dog's brain.

And this time......

The piece of land in his hand that was taken from 'Ancai Paper' is afraid that it will become a strange commodity to live in!

And after the official documents for the development of the 'Qianjiang New Area' came down, he believes, there is basically no difficulty in converting industrial land into commercial land.

In other words, the current value of this land has skyrocketed several times compared to when he bought it.

"The east wind of the real estate industry?" Li Meng was stunned for a moment and said, "Is there any good macro policy direction?" Loan interest rates have been lowered to further liberalize purchase restrictions? ”

"Not really." Su Yu said, "But on the whole, all kinds of housing conditions, must be more and more relaxed, in fact, it is not to say that it is necessary to immediately all kinds of good stimulus, as long as the market is expected to change, it is enough, after all, the primary condition of investment is expected, not good, good is only a catalytic role of expected changes." ”

"That's right!" Li Meng nodded and smiled lightly, "That seems to be ...... I also have to take advantage of the fact that the housing prices in Yuhang are still in the doldrums, and I can buy a property as soon as possible. ”

In the past, she felt that the housing price of nearly 20,000 yuan in the core area of Yuhang was unattainable.

However, after a horizontal comparison and a careful study of the real estate industry and the domestic economic structure, she found that there may still be huge room for improvement in housing prices in first- and second-tier cities with the continuous inflow of population and the continuous deepening of urbanization, at least ...... She thinks that how to fully relax the policy and relax various purchase restrictions, in the case of a slight shift in macro monetary policy, the market will explode strong demand.

And, thanks to the company giving her a bonus of several millions.

Now, she can also satisfy her desires, and she can start casually for the house in the core area of Yuhang.

"Yes!" Su Yu said with a smile, "Although the reaction of housing prices has a certain lag in the policy direction, since the market expectations have turned, the core driver of the macroeconomy still has to return to the real estate economy, and in terms of actual market demand, the demand potential of the first and second-tier cities with a net inflow of population is still huge, so ...... The rise in housing prices is inevitable, and it is indeed appropriate to start at this time. ”

"That another day...... Come with me to see it! Li Meng said.

Su Yu responded with a smile: "Okay, when the time comes, I will definitely help you choose a house with the best future appreciation potential, living environment, and surrounding environment." ”

The two chatted for a while, and then saw that the time had unconsciously slipped to 10 o'clock in the evening.

They all washed and fell asleep.

Lying on the bed, Su Yu thought of what Lin Antu said before, and couldn't help but send a text message to Yang Hao to congratulate him.

"Yo! Mr. Su, your news is fast enough. Yang Hao saw the text message sent by Su Yu and replied, "Are you free tomorrow night, have a meal together, the piece of land in your hand...... What do you think? Give me a price! ”

"I'm afraid you can't afford it!" Su Yu replied, "If you can take out 1 billion in cash, I will sell that piece of land to you, how about it?" ”

Yang Hao heard Su Yu ask for 1 billion yuan, and exclaimed: ", you are robbing money!" ”

"Almost 250,000 square meters of land, asking you 10 billion, isn't it too much?" Su Yu said, "On average, the floor price of 4,000 is cheap enough for you." ”

"You're an industrial land......," Yang Hao bargained.

"Do you think that according to some current news, the conversion of industry to commerce is still a problem?" Su Yu said, "Maybe it won't be long before that piece of planning will naturally become a commercial development area." ”

Yang Hao was silent for a long time, and responded: "You will earn 10 times when you change hands, it's too ruthless!" ”

"It's not a question of how much you make." Su Yu said, "Originally, I bought it to build a factory slowly, who knows, things are developing so suddenly, and now that this land is worth this value, then I can't sell it cheaply, right?" ”

"Okay!" Yang Hao replied, "You cow, but don't say 10 billion cash, 100 million cash, I can't take it out, I want to ask you, whether to accept the share acquisition, if you accept, I will promote the group's board of directors resolution and shareholders' meeting resolution, find a way to let the group issue additional shares, and acquire the land in your hand." ”

Su Yu knew what he had in mind, and replied: "If the value of the shares is exchanged, then it will not be this price." ”

"Just say, how much do you want?" Yang Hao asked, "The two of us are good friends, don't slaughter too much, give me a price that I can negotiate with those old guys in the group a little." ”

"Then go for a 20% premium!" Su Yu said, "This is the price I gave you for my friend's sake." ”

Yang Hao exclaimed: "1.2 billion? Mr. Su...... You're still ruthless! ”

Su Yu replied: "The fixed increase of shares, and I don't want you to pay, you don't need to shout, right?" But...... If you want this land, I'm afraid you have to hurry, after all, I don't guarantee that the Ning family of Pengyuan Real Estate will not be moved, in case they bid 1.3 billion or 1.4 billion, I can't bear it. ”

"Got it!" Yang Hao said, "The goods in your hands now are really strange goods!" ”

Su Yu replied with a smile: "Who called me lucky?" But that's a good thing for you, isn't it? At least you have the leverage to leverage the control of Kumho Group again. ”

"Okay!" Yang Hao saw through Su Yu's motives and said, "See you tomorrow night, let's have a good talk." ”

After speaking, Yang Hao put down his mobile phone, his face obviously showed excitement and excitement, and next to Yang Hao, Su Yuying asked urgently: "What, did he agree?" ”

"Promised!" Yang Hao nodded and said, "Auntie, rest assured, as long as the documents for the development of the 'Qianjiang New Area' are officially released, the land in Mr. Su's hands will really become a key bargaining chip, whether it is our Kumho Group or Pengyuan Real Estate, it is a must fight, especially Pengyuan Real Estate, this time the surname Hu failed to go up, they have already lost a chip, if they lose the core plot of the development of the new area, then in the future in the whole Yuhang, they will not be able to compete with our Kumho Group." ”

"Again, for us at Kumho Group......"

"If you can't take the core plot in the hands of Mr. Su, then the cake of the development of the new area will all fall into the hands of Pengyuan Real Estate."

"Those old guys in the group, it's impossible not to see this."

"Therefore, in terms of competition for this land, Yang Jincheng has no way to stop it."

"With Pengyuan Real Estate to help raise the price, with the support of those old guys in the group, and now that I am on the line of the Ni family, I think there is a high probability that it will be possible to use this chip in Mr. Su's hand to leverage the control of Kumho Group."

"Okay!" Su Yuying saw that Yang Hao was full of confidence, and her nervous expression couldn't help but relax slightly, "If you can really pry it, it doesn't hurt to make a profit of one or two hundred million." ”

Yang Hao nodded and said, "I understand this, don't worry, auntie!" ”

Between the two of them, in all kinds of blockbuster news, raging the market, and spreading.

February 28 is coming, which is the last day of February and the last day of the week of trading.

At nine o'clock in the morning, Su Yu and Li Meng came to the company, and then, Su Yu gathered the key members of the company, held a brief morning meeting for a few minutes, and then came to the trading room and waited for the market to open.

Today is the closing day of the monthly line in February, and it is also the first trading day after Huaguo Petrochemical announced the mixed reform.

How the market moves will determine the tone for the next few trading days, so ...... This is especially important.

In the waiting of everyone, under the attention of countless pairs of eyes in the entire market, the time quickly moved to 9:15, and the two cities ushered in the call auction again!