On Monday, August 27, the market index directly came to a gap and opened low, out of a bald head and bare feet big black line, the index fell -1.74%, closing at 2055.71 points, a new low for the year.

The A-share market lost 2,100 points and entered the 2,000-point defense battle, and the lower limit was repeatedly broken.

In March, the voice of shouting to stand on 2,500 points, break through 3,000 points, and look at 4,000 points from afar is gone.

Now even 2500 points are starting to get out of reach.

However, no matter how bearish the market is, not all stocks are falling, and the trend of the subsidiaries of the top ten galaxies is diverging from the market, the Shanghai Index continues to break through the lower line all the way to the south, and the trend of the major subsidiaries of the galaxy is constantly breaking through the upper line all the way to the north.

The three stocks of Kyushu Blue Arrow, Yixing Media, and Kunpeng Technology have broken through the highs of the first day of resumption of trading, and have stepped out of the platform range and begun to go up the relay trend, and the quantum beating "Three Musketeers" is also a trend of rising relay.

Shareholders are worshipping, the stock price of the subsidiaries of the galaxy does not seem to be the highest, only higher, but there are few people who dare to get on the car, and few people who have the first hand dare to get back on the car after being shaken off the car.

Because I'm really afraid of heights!

It is worth mentioning that the popularity of the seven galaxy-themed public funds is also gradually rising, because these funds are among the top 10 in the net value return ranking of similar funds this year.

That's right, these seven public funds are all in the top ten, among which the one with the lowest net value return has also reached +68.89% since its inception this year.

I have been waiting for the callback to get back on the car, but I have no chance at all, and I can only look up if I don't want to chase high.

Now I dare not chase it.

However, after entering mid-to-late August, the money-making effect of the agricultural planting sector is significantly stronger than that of other sectors, second only to the concept stocks of the galaxy.

This sector has a real major positive, and the push for the sector to get out of the sustainable market is driven by the event that Qunxing Capital has entered the agricultural field in a big way.

The market index is falling to a new low, and the related stocks of the agricultural planting sector are very resistant, and some are rising against the trend, such as some listed companies that do greenhouse materials, which have risen to varying degrees.

If Qunxing Capital wants to promote the modern agricultural technology of "smart greenhouse", there must be huge space for greenhouses, and performance expectations are open.

In recent days, several companies in the agricultural planting sector have been rumored to be interested in mergers and acquisitions by Qunxing Capital, and the stock prices of related companies are also speculation about obtaining funds in the secondary market, and some stocks that have been stained with news have also risen sharply.

At the end of the month, three companies in the agricultural sector have successively disclosed announcements and are in contact with Qunxing Capital.

The stock prices of these three companies immediately rose and fell.

Qunxing Capital does intend to invest, but it is not to buy stocks in the secondary market, but to invest in the form of private placement and refinancing, because this is not a simple investment, and it needs to get real funds for the development of the three companies that it likes.

In addition to the layout of the upstream end of the industry, the layout of the downstream terminal is also continuing to advance, including the logistics link, Qunxing Capital is also integrating relevant logistics resources, opening up logistics channels, or establishing joint ventures, or reaching strategic cooperation with existing logistics companies.

Terminal consumer-oriented agricultural products supermarkets are also integrating resources, starting from big cities, creating special brands, looking for good venues to start decoration and upgrading, agricultural products supermarkets only supply fruits, vegetables, rice and other grains to the market.

In the early stage, the upstream agricultural products in the northwest and Neihao will definitely not be able to supply in a short time, and they are still barren land now.

However, the expansion of downstream terminals can be carried out in advance, and after the integration and dredging of the logistics system, the supply of agricultural products can be purchased from fruit farmers and vegetable farmers, and the supply chain channels can be established and operated first.

In the future, the agricultural products and vegetables in the northwest and the inner hazy will grow up, and after they can be exported and supplied, they can directly enter the major agricultural products supermarkets through the logistics system, and gradually form the strategic goal of "supply and marketing integration".

In the field of agriculture, Fang Hong did not pay much attention to the strategic policy after setting the strategic policy, and there are people at the bottom who are implementing, and it is enough to understand the progress on a regular basis, and the development of modern agriculture is a long-term cause.

……

It's September.

In the room on the second floor of the villa, Tian Jiayi reported to Fang Hong: "Xingyu Technology has made significant progress, according to Qin Feng's report, Xingyu Technology has successfully leveled Qualcomm and Lift Semiconductor Company, etc., and added 45 million S620 mobile processor chips, and S680 mobile processor chips are confirmed to be 150 million pieces. ”

Tian Jiayi continued: "At present, it is already in full production, giving priority to the supply of Xingyu Technology, and almost all the production capacity that can be squeezed out is used for mass production of these two chips, and it is expected to complete the order delivery in the next five months." ”

Hearing this, Fang Hong nodded, and also calculated the time in his heart, it happened to be around February next year, and the previous plan was to "pull the gate" around this time node, and to close the door and beat the dog, and then there would be nothing to scruple about.

Fang Hong can also play this kind of operation of directional blasting, and he dares to play.

At present, it is certain that foreign investors are vigorously interfering in the concept stocks of the galaxy, or entering the A-share market through the channel of QFII.

These funds flowing in from abroad are not rushing to invest in long-term value, but to find that the concept stocks of the galaxy have a backing, and they will flash people when they come to make a profit, betting that Qunxing Capital will take over the market at that time, and also betting that Qunxing Capital will not dare to do anything with foreign capital.

After a while, Fang Hong asked, "What is the recent situation with the flow of QFII funds from several listed subsidiaries?" ”

Tian Jiayi immediately replied: "The data shows that there are in and out, but the overall trend is slow and net. ”

Among the several major galaxy concept stocks, it is only known and confirmed that there is a continuous inflow of foreign capital, but it is unknown what the specific composition of foreign capital is, whether it is Wall Street capital or other capital is unknown, and further identity is even more impenetrable.

However, Fang Hong doesn't care what the composition of foreign capital is at all, it is completely enough to confirm that it is foreign capital, and when the gate is "pulled", it will be harvested indiscriminately.

As for whether the concept stocks of the galaxy will be blacklisted by foreign investors in the future, Fang Hong doesn't care at all, it's best not to come.

If you come back, and there are a lot of them, then I'm sorry, so I can only cut it again with tears.

Fang Hong asked again: "What is the current profit and floating profit of foreign capital?" ”

Tian Jiayi quickly replied: "The data at the end of August shows that the profit is in the range of +35% to +45%, but this is the data of QFII, and the hidden part is unknown, but the internal analysis estimates that it should be in the +70% range." ”

Hearing this, Fang Hong thought for a while and then ordered: "Say hello to those institutions that make plates, press the disk, rise a little slower, and press the liquidity, the profit plate is too high, Xingyu Technology has not gone up yet, it will be difficult for them to escape in advance." ”

……

(End of chapter)