Chapter 648: The Bull Market Begins!
"The director is so optimistic about the future of the market?" Zhou Boyang was a little surprised.
Qian Zhongmou said with a smile: "It's not that I'm optimistic, it's the trend of the market, which has developed like this, and everyone also hopes to solve many problems in the current economy through a bull market...... There should be no more pessimism. ”
"Well, that's right!" Zhou Boyang nodded, "Yes, according to the progress of the procedure, it should take about half a year for the pension fund to prepare for entering the market." ”
Qian Zhongmou said with a smile: "Step up preparations, in the past six months, the market should be good, I hope we can catch up with a good time, so that the pension fund can enter the market and achieve a good start." ”
Zhou Boyang replied: "Okay, I'll try to urge everyone a little." ”
When the two of them were talking, they were also at the same moment......
Yanjing, Zhenhua Capital Group, inside the Xie family villa.
Xie Zhenhua, chairman of Zhenhua Capital Group, squinted at the interpretation of the major securities media and financial media on today's "Yuhang Department" funds to attack the securities sector, pondered for a while, and said with a smile: "I remembered that when I met this kid a year ago, the 'Yuhang Investment Company' founded by this kid was just a small private equity institution with a scale of billions, and it was only a little famous in the domestic financial circles, but I didn't expect it...... In just one year, the private equity institution of 'Yuhang Investment Company' has been promoted to the list of domestic 100 billion capital institutions.
And this kid ......
It has become a far-reaching influence on the domestic financial market and is sought after by the majority of investors and many figures in the domestic business community.
It seems that Wan Ting, this girl, has a more accurate vision than me, and I am really old. ”
"The chairman is in the prime of life." Zhu Zhaoji, executive vice president of Zhenhua Capital, who sat next to Xie Zhenhua, said with a smile, "Mr. Su of the 'Yuhang Department' is indeed a character, and as far as I know, this year, this institution has not only developed rapidly in the secondary market, the scale of asset management has expanded rapidly, and its primary equity investment market has also been frequently laid out, and it has invested in a lot of projects.
This scale is larger than many domestic venture capital companies and private equity investment companies.
Moreover, the other party is in the layout of the market, I heard that the source of funds is all the company's own funds, and the other party has not publicly raised funds from the market through any form, so as to make equity investment. ”
"With the current asset management scale of this institution, as well as the excess return rules delineated by the other party when the 'Yuhang Department' fund products were established, ......" At this time, Zhou Guohua, general manager of Anlan Fund, who was sitting on the other side of Xie Zhenhua, also responded, "Now, this institution's net profit income that can be expected this year should be at least 10 billion yuan, and this net profit scale should be nothing compared to its investment in the primary market." ”
"The key is that this institution is using its own funds to invest in the primary market!" Zhu Zhaoji said, "What does this mean, it shows that this institution is really full of confidence in its investment projects in the primary market, and it has been proved that this institution's vision is indeed unique."
Let's take the investment project of 'Yanjing Sankuai Online' as an example.
This institution cooperated with General Atlantic Capital in May and June to jointly eat the project of 'Yanjing Sankuai Online'.
Now, less than half a year has passed.
Now, I heard that Meituan, a subsidiary of 'Yanjing Sankuai Online', has planned to merge with 'Dianping', and the domestic Internet giant Teng Xun will inject capital and intervene, and at the same time undertake the equity of Ahri Baba's exit.
Calculated according to the valuation that Teng Xun took over at this time.
Compared with the valuation of this institution a few months ago, it has risen by about 1.5 times, in other words, the institution "Yuhang Investment Company", in just a few months on the project of "Yanjing Sankuai Online", its book investment profit has been as high as more than 100 million US dollars.
Moreover, at this time, as long as they are willing to let go of the shares of 'Yanjing Sankuai Online'.
On the market, there are not too many institutions that want to take over.
There is no doubt that the other party participated in the private placement of 'Lixun Precision', the project of 'Tianqi Lithium', the private placement of 'Oriental Fortune', the PE investment of 'Wowu Biotechnology', and several other projects in which it invested...... It's all a big profit!
So many projects, now with a precise eye.
It can only be said that this Mr. Su is really a genius in terms of investment.
Everyone only knows that the capital of the 'Yuhang Department' is calling for wind and rain in the secondary market, but few people have noticed that it is also the same heavy position in the primary market, and it is like a thunderbolt.
In my opinion, the other party's investment ability in the primary market is definitely not weaker than the investment ability in the secondary market.
Yuhang Investment Company, this institution.
It is also very likely that within a few years, it will become an investment giant company in the domestic financial investment community that is difficult to ignore. ”
"Well, this person's investment ability in the primary market is indeed unique." Xie Zhenhua pondered for a moment and affirmed, "It's rare, the primary market and the secondary market are blooming simultaneously." ”
"In fact, the other party's actions in the primary market have attracted the attention of many people in the industry." Zhu Zhaoji said, "It's just that this institution's actions in the secondary market are too big and too sharp, covering up some of their actions in the primary market, but the 'Yuhang Department' venture capital department, the two venture capital managers of their company, are already listed in various domestic venture capital institutions, and they can be regarded as well-known in China." ”
"A rising domestic financial giant!" Xie Zhenhua sighed with emotion, and asked again, "Old Zhou, this girl Wanting is close to you, what is she doing in Yuhang recently?" ”
Zhou Guohua said a little embarrassed: "I don't know, chairman, didn't you arrange someone...... Follow Miss? ”
"It's been withdrawn early." Xie Zhenhua said, "This girl doesn't want people to follow." ”
"Then you better ask the Chen family...... Zhou Guohua wanted to speak and stopped, "Hasn't Miss been close to the Chen family for most of the past half a year?" ”
Xie Zhenhua thought for a while and said, "Okay, I'll call and ask later." ”
He was opposed to his daughter's association with people like Su Yu before, but now he ...... His mind began to change.
After all, he is old and no longer what he used to be.
The daughter's future life, as well as the family business of 'Zhenhua Capital Group', must be inherited by someone after all, and Su Yu's current ability.
He felt that he was completely worthy of his daughter.
Of course, he didn't know what Su Yu thought in his heart, so he wanted to understand through his daughter.
Just when Xie Zhenhua felt that his daughter's vision, this time, seemed to be more unique than himself......
Far away in a private villa in Yuhang.
Chen Yao looked at Xie Wanting, who was sitting on the sofa, sullen, and said with a smile: "Sister Ting, what's wrong?" Seeing that your sweetheart is famous in the domestic financial circles, and seeing that the whole network is discussing the funds of the institution "Yuhang Department", are you unhappy? ”
"Nothing." Xie Wanting retorted, "I'm just thinking about the project funding. ”
Chen Yao snorted lightly and said with a smile: "Don't lie to people, if you want me to ...... Since you care about others, then take the initiative, the girl named Li Meng next to him, background, identity check, I have investigated it for you, what about your competitor, is his partner, and he is also his college classmate, I heard that even his hometown is a place, if you don't take the initiative to fight for some, then there is really no chance. ”
"I didn't think about this nonsense." Xie Wanting turned her face away and insisted on denying it.
"Sister Ting, you like this Mr. Su, I have already seen it." Chen Yao said, "It's nothing that men and women love, what is there to be embarrassed to admit?" The key is that the current President Su ...... But this is no longer what it used to be, and if you don't hurry up now, you really won't have a chance in the future.
We have been in Yuhang for more than half a year.
For most of the past six months, you have pretended to be immersed in work, but I see that you have been a little absent-minded and not very happy for most of the year.
I originally thought that you would leave Yanjing, and the two of us would live together, which would allow you to relax your mood, but I didn't expect ...... Instead, it seems to hurt you. ”
"Cousin, it's none of your business." Xie Wanting said.
"You're stubborn." Chen Yao said, "There are so many good men in the world, I don't know why you fell in love with him, if you want to say that this Mr. Su is really ...... What kind of psychology is he? Like it or not...... Can't be decisive? ”
"Follow him...... It doesn't matter. Xie Wanting said, "Cousin, this is also my wishful thinking, I plan to finish the business you gave me, I will go to London to live for a while, I don't want to stay in China." ”
"London?" Chen Yao was stunned.
Xie Wanting nodded and said, "I have a friend who works at Barclays Bank in London, and she has always asked me to play. ”
"It's good!" Chen Yao thought for a while and said, "Go out for a walk, but my cousin still wants to talk about it...... Sister Ting, what do you think in your own heart, you must understand, think clearly, many times, once the opportunity is missed, there will be no more, the Su president of the 'Yuhang Department' ......"
"Cousin......" Xie Wanting interrupted Chen Yao's words, gritted her teeth lightly, and said, "I know!" ”
Several times, either explicitly or implicitly......
She didn't think that Su Yu didn't know her mind, but the other party never took the initiative to respond.
Moreover, for most of the past six months, the other party has never taken the initiative to contact her.
This let her know that in Su Yu's heart, there is a high probability that there is no place for her, and she is a classmate, a friend, and a partner, what is she?
Since it is destined to be something that will not come to fruition, it is destined that this is just her wishful thinking.
So what's the use of her nostalgia and wanting to get closer?
It's been almost a year, and she feels that she should also make a decision, and give up this relationship that has never started at all, but is just her unilateral crush.
"Hey......" Seeing Xie Wanting's appearance, Chen Yao sighed silently.
She thought for a while and said, "Wait for this time, finish this project, and I'll accompany you to Paris for a spin, it just so happens that your brother-in-law is also over there." ”
"Okay!" When Xie Wanting heard this, there was finally a glimmer of light in her gloomy eyes.
The two of them were talking......
With the passage of time, the entire market and beyond, countless investors have gathered, various online stock investment discussion platforms, various internal exchange groups, and various offline stock discussion places...... and other places, the topic of 'Yu Hang' and Su Yu is still going on, and it is becoming more and more popular.
Of course, in the midst of this discussion.
Previously, the institutional groups that had adjusted their positions in advance and transferred their main positions to the direction of 'big finance', as well as many of the main capital groups that still held heavy positions in the early stage of 'infrastructure' and 'military industry', were in completely different moods.
Moreover, everyone is in discussion.
Views on the direction of 'big finance', especially the securities sector.
As well as the main lines of 'military industry' and 'infrastructure', as well as a number of conceptual plate views around the main line of conceptual themes such as 'Eurasian Economic Belt', 'On the Road of the New Era, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', are completely different.
The outlook of the securities sector is expected to be stimulated by the 'Yuhang system'.
In the continuous diffusion and fermentation of news, it was rapidly elevated.
The two main lines of 'infrastructure' and 'military industry', as well as a number of conceptual plates hyped around the main lines of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.
In this way, the optimism and emotional blessing of the main capital of the 'Yuhang Department' have been lost.
"Infrastructure", "military industry" and other early mainline plates, naturally began to decline rapidly in sentiment, expectations quickly decreased, many capital groups plan to quickly reduce positions, escape from these early mainline plates, so as not to lose the blessing of the "Yu Hang system", the follow-up follow-up market continues to step on.
However, in the 'Yuhang system's large-scale scramble to pull the securities sector, it has strongly stimulated the speculation in this sector.
Pure macro news feedback.
At this moment, for securities, for the direction of 'big finance', there is no blockbuster news.
And this also makes many large capital institutions in the industry wonder in their hearts, and they don't know what opportunity the 'Yuhang Department' is pulling the plate today.
At the same time, for the follow-up large-scale rollover, it will enter the main line field of 'big finance'.
In my heart, there was also a trace of hesitation.
After all, if there is no heavy positive support from the news, even if the market is hyped by the large-scale concentrated entry of the 'Yuhang system', there has been a wave of extremely fierce speculation and extreme long sentiment in the securities sector, but relying on emotions alone, the market will not go far!
This kind of continuous expected support with no substantial positive and no rapid reversal of fundamentals.
Once the mood is hot, most of it is a piece of chicken feathers.
Moreover, according to the current market sentiment reaction, it is not surprising that as long as there is no extreme negative news in the evening, then the securities sector will definitely open sharply higher tomorrow.
In the case of a large high opening, it will be carried out at a high level in the intraday.
In the absence of good substantive support, these main funds are a little hesitant in their hearts.
However, fortunately, although there was no blockbuster good news for the securities sector and the main line of 'big finance' in the evening, there were still a lot of small good news in the macro news, and the trend of the U.S. stock market after the opening of the evening was also quite cooperative, basically a form of opening high and going high.
Under the influence of such evening news and external market movements.
The next day, when the market ushered in a call auction.
I saw that the entire market, in addition to the 'infrastructure', 'military industry' and other popular mainline areas in the early stage, stocks in other mainline fields, as well as various concept sectors, were sharply opened.
Among them, the securities sector, which has attracted much attention in the market, opened directly higher at about 2.5%.
In particular, the two checks of 'Guangda Securities' and 'Western Securities' were all opened at the position of the one-word price limit at the beginning of the call auction.
However, when the time entered 9:20.
After the two markets entered the real call auction link that could not be cancelled, both stocks also opened the price limit, and the higher opening fell to around 7%.
Finally, when 9:25 a.m. arrived, the two markets ended the call auction.
I saw that the Shanghai Composite Index in the case of yesterday's Shenzhen V trend, today's entire market investment sentiment has obviously recovered, and the high opening is fixed at 0.32%, of which the Shenzhen Index and the ChiNext Index have opened higher near the 0.5% position, which is slightly stronger than the Shanghai Index.
In addition to the index, the main line sectors of the two cities, as well as the performance of the concept sector.
First of all, the market attention, investment sentiment and speculation of the securities sector, its sector index fixed at 1.89% of the rise, ranked first in the two city industry sector gains, among them, yesterday's "Yu Hang Department" large-scale intervention of several core stocks, "Guangda Securities" and "Western Securities", "Oriental Securities" high opening range, are more than 5%, and "Western Securities" high opening range is 7.93%, from the daily limit, just one step.
The rest of the securities are individual stocks......
In particular, the core constituent stocks, such as CEFC Securities, Huatong Securities, Huatai Securities, and Huashang Securities...... and other stocks, their high opening gains, are also around 2%, all stronger than the performance of the sector index, and at the same time, the entire call auction turnover of each brokerage stock, compared with the previous period, is also a significant explosion.
For example, the check of 'Guangda Securities' has reached about 230 million yuan in the opening call auction.
Secondly, in addition to the securities sector with the highest market attention.
Like 'infrastructure', 'military industry' and other front-stage industry main plates, as well as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other conceptual theme main plates, today are also greatly affected by the 'Yuhang system' funds.
However, unlike the securities sector, the impact of the 'Yu Hang system' is positive.
For these popular mainline sectors in the early stage, the impact of the capital of the 'Yuhang system' is completely negative at the moment.
These main line plates, at this moment, all show a trend of low opening, and like the "real estate", "military industry", "building decoration" of the three core industry sector indexes in the early stage, the lower opening range has reached more than 1%, significantly behind the index performance, and this is also the reason why the Shanghai Index in the opening performance, in the case of the securities sector index opened sharply higher, but not as good as the Shenzhen Index and the ChiNext Index.
Among them, within these mainline sector areas.
In particular, the stocks with heavy positions in the early stage of the 'Yuhang system', in the previous quarter, the constituent stocks of the 'Yuhang system' held by the 'Yuhang system' were extremely strong.
At this moment, it has become a single stock field for the entire market capital group.
Stocks such as 'Huahang Optoelectronics, Huahang Shenfei, Hangfa Power, Huaguo Construction, Huaguo Metallurgical, Huaguo Railway Construction, Huaguo Communications Construction, Shanghai Construction Engineering, Shibei High-tech, Beijiang Communications Construction, Gemdale Group, Conch Cement, Beijing New Building Materials, ......etc., all opened at a low opening of more than 2%.
Moreover, among them, "Shanghai Construction Engineering, Shibei High-tech, and Northern Xinjiang Communications Construction" are several leading stocks in the early stage of "infrastructure".
The low opening range has reached more than 5%.
Directly in one breath, engulfed all the gains in yesterday's market deep V trend, rebounded from the panic and low level, and set a new low for today's adjustment, and the disk performance, from the previous strong state, directly turned into an extremely weak state of the market, attracting a piece of investor scolding.
Finally, the main areas such as 'technological growth', 'big consumption', and 'non-ferrous cycle'.
Although the performance is not very outstanding, it has basically kept up with the rise of the market index, which can be regarded as the same performance as the broader market.
As for the two major sectors of 'sports industry development' and 'sub-new stocks', they also showed a strong rebound yesterday, and they were also the only two conceptual sectors that maintained the continuous money-making effect in the previous few trading days.
Its opening performance, although not as good as individual stocks in the securities sector, is also not weak.
Among them, like "Leiman Optoelectronics" and "Blue Stone Heavy Equipment" two core concept leading stocks, also opened sharply higher, "Lei Man Optoelectronics" opened high at 3% increase, "Blue Stone Heavy Equipment" continued to open 5.12% higher increase, the disk effect of the two stocks is very good.
Faced with such a situation of opening the two cities......
The vast number of investor groups who pay attention to the market are basically satisfied.
Moreover, when you see that the securities sector index opened high and rose by nearly 2 points, from the beginning, the main capital flow of the entire sector has a net inflow of 283 million, and the desire to grab funds and continue to increase positions has become more and more intense, and the market expectations for the securities sector are also getting higher and higher.
At the same time, when you see the hot main areas in the early stage such as 'infrastructure' and 'military industry'.
At the moment, it has become the main killing area of the market.
Countless funds that are also gathered in the main line fields of 'infrastructure' and 'military industry', and the desire to reduce positions and take profits, or reduce positions and stop losses, has also increased rapidly, and they all want to quickly cut positions and follow up the securities that are rising sharply, and even the main line of 'big finance'.
It's in the midst of this emotional reaction, and the change in everyone's expectations.
When the market stopped for just five minutes, the time entered 9:30, and the two markets entered the formal continuous auction trading link.
9:31 a.m., just one minute.
The check of "Western Securities" bought by the "Yuhang Department" yesterday, that is, the rapid explosion of 432 million, was continuously spread over the entire instant transaction disk of 10,000 main buy orders, straight up to the position of the price limit.
Immediately afterwards, at 9:32, 'Western Securities' closed the price limit.
At the same time, the entire securities sector index rose rapidly by 2.5%, and the net inflow of the main funds of the sector increased from 283 million at the opening to more than 800 million.
There are also 'Guangda Securities, Orient Securities, Founder Securities, Pacific Securities, Huashang Securities, CEFC Securities, Huatai Securities, ......' a number of securities stocks, at the moment of the lightning limit of Western Securities, it is also an explosion across the board, and they have risen in a straight line, fully siphoning the active funds of the entire market.
"Boss, the mood is very good, I feel that the entire securities sector has been pushed up by a large number of capital groups that have followed the trend." At 9:33 a.m., Yu Hang, inside Yuhang Investment Company, in the main fund trading room, Wang Can, the leader of the 1 group of trading groups, stared excitedly at the entire securities sector, and said excitedly, "I feel that we are guiding the market, and the 'high and low switching' idea we have done seems to have become!" ”
Su Yu heard Wang Can's words, smiled lightly, and said: "I can't say that yet, if this main line is to be completed, the securities sector must be able to fully drive the 'insurance' and 'banking' sectors to come out, and the emotional reaction at this moment, if it is to be maintained, it must also have a stronger market money-making effect." ”
"According to what you mean......" Li Meng turned his head to look at Su Yu and asked.
Su Yu responded with a smile, and his tone was categorical: "All trading groups, continue to increase their positions and buy chips in the securities sector, the check of 'Guangda Securities', countless follow-up funds have gathered, today's limit, there should be no suspense, and we don't have to worry too much about protecting the disk."
Today, our heavy responsibility has to be placed on the cheques of 'CEFC Securities, Huashang Securities, Huaguo Taibao, and Ping An Insurance'.
Only by playing the disk gains and money-making effect of these core weighted stocks.
In order to further intensify the market sentiment!
The entire main line of 'big finance' must be coordinated, and the two major weighted sectors of 'insurance' and 'banking' must also be lured.
In the direction of 'Internet finance', the check of 'Hengsheng Electronics, Oriental Wealth, Flush, Jinzheng Shares, Yinjie Technology, Sunline Technology, and Shanghai Ganglian ......' also has to be coordinated.
Since we want to do the line of 'big finance', we must do it vigorously.
The Shanghai Index is 3,000 points away from the position, there is only 100 points left to space, if you want to really play the "big finance" line of the market, so that it can completely replace the early stage of "infrastructure", "military industry" and other popular main lines, and continue to siphon market funds, then you have to pull out the continuous money-making effect in one breath.
With this magnificent momentum and hot market sentiment.
Let the line of 'big finance' bring the Shanghai Composite Index to a position of 3,000 points, directly open the curtain of the 'bull market', let the expectations of the bull market be fully fermented, and penetrate into the hearts of all investors in the market. ”
"But on the current market macro news, there is no heavy support in the direction of 'big finance'!" Li Meng said with some apprehension, "We rely on our capital advantages alone to make a tough market, in case of a decline in follow-up funds and market sentiment, we are afraid that we will not be able to bear the huge market of the entire main line of 'big finance'." ”
Su Yu's eyes flashed, and he said with a smile: "This afternoon, the central bank will have an internal monetary policy meeting, which is a big deal...... There will definitely be! ”
After speaking, Su Yu's eyes turned to the members of the trading group in the trading room.
The members of these trading groups, seeing that the company's No. 2 person, Li Meng, who is also a fund manager, no longer spoke, and the two reached an agreement, and they couldn't help but answer, quickly tapping the keyboard, and continued to smash the huge amount of liquidity in the fund account into the core stocks mentioned by Su Yu just now, as well as the main line stocks of 'big finance' that they had previously held in the market.
And with the extreme 'Yu Hang system' once again ferocious increase in positions to follow.
At 9:40, the securities sector index, which has risen by more than 2.78%, once again exploded in a straight line, surpassing the 3% increase in the market.
At the same time, insurance and banking changed.
Huaguo Taibao and Ping An Insurance, two weighted stocks, rose by 2 points in a straight line within one minute.
There are also Huashang Bank, Huajian Bank, Huatong Bank, and Minshang Bank...... A number of core stocks are also rising rapidly, and on the stock market of various banks, 10,000 hands of large orders, and even 50,000 hands and 100,000 hands of large orders of main buying, have been frequently presented.
Again, at this moment.
The 'Internet finance' sector is also rising rapidly, and the lightning has kept up with the rise of the securities sector index.
Such as 'Oriental Wealth, Flush, Hengsheng Electronics, Yinjie Technology, Jinzheng Shares, Shanghai Ganglian, Sunline Technology, Tianyu Information ......' these concept stocks, but also attracted the main capital groups of extreme scramble speculation, especially the 'Flush' check, within a minute, the straight line burst 5 points of gain, straight to the price limit.