Chapter 302 [New Concept in the Market: K God Concept Stocks]

As of the close, the A-share market fell sharply across the board, with the Shanghai Composite Index falling -3.45% to 3,223.53 points, with a turnover of 295.1 billion, and the Shenzhen Component Index falling -2.90% to 13,453.28 points, with a trading volume of 178.2 billion yuan, and a total turnover of 473.3 billion yuan in the two cities.

Today, the huge amount of the year was released, refreshing the record of 435 billion on the day the market plunged at a high on July 29.

For today's sudden plunge in the market, after the closing, the teachers of hindsight began to review and summarize.

It is due to three reasons: one is its own technical factors, from the beginning of the month to the present, the market has continued to rise, among which there has been no decent adjustment; The second is the impact of the B-share dive, the B-share index suddenly fell in the afternoon, and the B-share index once fell -8%, driving the collapse of A-shares; The third is that bank stocks are bearish, and funds must be tightened.

This year's second highest has come out, which is 3361.39 points.

……

Afternoon.

"Today, the company withdrew 45% of its stock assets in the A-share market, and completed about 67% of the liquidation target in two days." Tian Jiayi, who returned home, reported to Fang Hong on the evacuation of Qunxing Capital.

"Well, you can take a break tomorrow, and the rest of the chips will be left at the beginning of next month." Fang Hong nodded and said: "Clear it when it rebounds, and complete the clearing of the remaining chips when the index rebounds to about 3300 points again." ”

Tian Jiayi made a memo of his decision-making, and arranged it at the company tomorrow, for Fang Hong's strategy in the capital market, the beautiful assistant has no objection now, even if she doesn't understand it very well, she firmly believes that there is a reason for him, and believes in his judgment.

Who let him grasp the trend of the market so accurately every time, Tian Jiayi also looked at his account today, she currently holds the stock of Dongfang Yuhong, and previously heard Fang Hong's 1 million to buy double money shares, and left the market with 2.7 million interest, and then bought all of Dongfang Yuhong at a price of 22 yuan.

This ticket also fell by more than 5 points today, and the closing price closed at 37.7 yuan, Tian Jiayi held the stock and the profit retreated a little, and it is still floating +71% or so, with a profit of 1.91 million yuan, and the market value of the stock she holds has reached as much as 4.61 million yuan.

Fang Hong didn't inform her of the operation, she didn't move, when Fang Hong said that she would sell it, she would sell it.

It's really much more fragrant than taking the salary of Qunxing Capital.

After a while, Tian Jiayi reported another matter: "The first judicial auction of Ruihe Pharmaceutical Group ended today, and the first auction failed. ”

This matter has attracted much attention in the industry, Ruihe Pharmaceutical Group started the auction at a price of 5.675 billion yuan, and Qunxing Capital did not send anyone to participate in the auction, and it was not surprisingly unsuccessful.

Judging from the value of Ruihe Pharmaceutical Group alone, the starting price of 5.675 billion is a proper cabbage price sale, but Qunxing Capital does not bid, and no institution participates.

Everyone who understands understands that this is the fish on the chopping board of Qunxing Capital.

Ruihe Pharmaceutical Group still has more than 20 billion unused assets and debts, which is not much to hide, and other institutions can find it by doing a little due diligence.

If you dare to auction off 100% of the equity, you will be forced to go into debt, and everyone in the industry knows that it is the debt and non-performing assets stuffed into Qunxing Capital, and the purpose is to tell others that Rui and this piece of meat should not be touched.

At the end, Fang Hong asked, "When will the second auction take place?" ”

Tian Jiayi immediately replied: "If nothing else, the second auction procedure should be started around the middle of January 2010 next year." ”

The price of the second auction will be lowered to 4.8 billion yuan, at that time, Qunxing Capital will send someone to auction it, and Ruihe Pharmaceutical Group will be officially included in Qunxing Capital.

These have been arranged clearly, and they can be executed as planned.

……

Evening.

There is new news in the capital market, and the CBRC has denied the authenticity of the news that large state-owned banks will raise their capital adequacy ratio to 13% next year.

This caught everyone off guard.

The next day, on November 25, the A-share market opened, the Shanghai Composite Index fluctuated in early trading, and the market fell by more than 1 percentage point at about 11 o'clock, hitting the 20-day average price line, but then it started a V-shaped rebound.

In the afternoon, the opening continued to rebound and pull higher, rising all afternoon.

At the close, the Shanghai Composite Index shrank +2.07% to 3290.17 points.

Today's restorative market is a short-term over-falling rebound, and yesterday it was indeed killed too hard and too suddenly, and it fell a little too much.

It is worth mentioning that Fang Hong bought several stocks at the end of yesterday, and several stocks such as Dayu Water Saving and Beixin Road and Bridge opened directly higher today.

The reason is that these new stocks, Fang Hong's personal securities account has also entered, Dayu water saving yesterday fell to the limit, Beixin Road and Bridge opened high and low, shareholders thought it was gone, but as soon as the data of the dragon and tiger list came out, K God came in.

These few new stocks immediately heated up, and the mood reversed directly.

As soon as the market opened today, the stockholders bought it and quickly were reversed by the top board, and all the large and small tour funds saw this situation and were convinced, the market appeal of K God can be called invincible, it really refers to where to fight, and there are always a group of fanatical retail supporters in the market.

In the next two trading days on Thursday and Friday, the two new stocks Beixin Luqiao and Dayu Water Saving both walked out of the triple board market.

No matter what logic and fundamentals you have, K God is the hardest logic, K God's ticket is the hardest logic, K God's car will never pit people, as long as it is timely to follow the car, it must be big meat.

This is the interpretation of the market capital is king, emotionally driven, a group of speculators in the market with the concept of K as a group.

K God has now become a new concept of the A-share market, K God concept stocks, as long as the K God point to the ticket is able to rise, this is outrageous but is the consensus of the market, just like the convertible bond market ten years later, part of the anti-demon bond varieties, when the market plummeted, the market had a batch of funds to play the designated convertible bond varieties, and the market fell and it rose sharply.

There is no logic, and the logic is that there is a tacit consensus reached by a group of shareholders that as long as the market falls, they will hedge convertible bonds.

As long as K God's vote defaults to the high-standard market in the future, the overall atmosphere of the market can play a super high standard, such as the first shareholder of the restructuring concept.

As for the ebb and flow of emotions, those who take the last baton can only ask for more blessings.

Dongbai Supermarket, which was previously known as the total leader of the universe, is now an outdated faucet that is not as good as a dog, and now it has successively killed 7 one-word drop limits, plus the first day floor drop limit.

At present, it has recorded eight consecutive falling limits, and the stock price has fallen from 35.35 yuan to 13.84 yuan, and has fallen by more than -60% from the highest point.

Because after the halo of the restructuring concept is shattered, it can't support the current stock price at all, and judging from the financial report of Dongbai Supermarket, it is a high probability event to be ST, and the story has been told so many times before, and the wolf has shouted so many times, and no one will come to play again, it can be said that the epic market in front of this stock has completely overdrawn this stock.

Beixin Road and Bridge, Dayu Water Saving on Thursday and Friday two consecutive days out of the board market, but the same period of the market two big yin K fell to the wrong rhythm of the shareholders to fall consciousness model lake, Wednesday rebound into the market shareholders called the big A deceived gun.

The market plunged -3.62% on Thursday, breaking the 3,200-point mark; It fell again by -2.36% on Friday, losing the 3,100-point mark and finally closing at the 3,096.26-point level.

……

At about 17 o'clock on Friday, Kyushu Blue Arrow released a super heavy press conference, and the media reporters who rushed to the scene unexpectedly found that representatives of the two major domestic aerospace giant groups also appeared at the press conference.

That's right, this is a joint press conference, which is composed of three institutions, namely Kyushu Blue Arrow, Aerospace Science and Industry Group and Aerospace Science and Technology Group.

At the press conference, Qiu Guangcheng, the current head of Kyushu Blue Arrow, personally announced that the Aerospace Science and Technology Group and the Aerospace Science and Industry Group and Kyushu Blue Arrow had reached a strategic cooperation, and the two aerospace giant groups became shareholders of Kyushu Blue Arrow, holding 20% of the equity of Kyushu Blue Arrow.

The efficiency is far faster than the outside world expected.

According to the agreement reached, the two aerospace giant groups and Kyushu Blue Arrow signed a concerted action person agreement, which is valid until the two giant groups completely withdraw from Kyushu Blue Arrow.

In other words, as long as the two aerospace giant groups hold the equity of Kyushu Blue Arrow, they must act in unison to follow the vote.

The two aerospace giants representing the national team will hold a total of 40% of the shares of Kyushu Blue Arrow, and in a sense, Kyushu Blue Arrow can be regarded as half of the national team.

……