Chapter 925 [Both sides feel like they've won]

Just as the outside world was waiting for the news of the negotiations between the two sides, today, Monday, the A-share market also opened as scheduled.

At the opening of the morning session, the Shanghai Composite Index also opened low and went low to a new low of 3049.11 points, and the lowest intraday decline expanded to about -0.8%.

Today is also the first day that Qunxing Capital can officially stick to Weibo, ATL and other Qunxing stocks after the previous announcement of reducing its holdings.

It is true that it has begun to reduce its holdings, but it is actually the operation of transferring and exchanging shares, because the funds that undertake the reduction of chips at the same time are the wealth funds, and this reduction is originally a reversal to pick up people.

Wealth funds are taking on a large scale of chips, and they continue to buy stocks of listed companies in all the galaxies.

At this moment, many investors see that the stocks that have been reduced in the galaxy are changing hands on a large scale, and many people are surprised to find that these targets are facing such a big selling pressure, but they have not fallen, and they have been red after opening low in the morning.

If investors boldly buy these Galaxy stocks at this time, they are basically catching the gold pit, because the current price of these tickets is already very low, and in the last month or so, the Galaxy Concept Stocks have been adjusted very deeply in the process of the market index killing 3000 points.

Even Xingyu Technology, which has the smallest relative fluctuations, has a cumulative adjustment of -17.98% in this period.

Another example is that quantitative capital fell from the historical high of 477.46 yuan at the beginning of the year to the lowest price of 345.76 yuan yesterday, and the adjustment of this period reached -27.58%, and its market value fell from the highest 667.4 billion to the current 483.3 billion, evaporating more than 180 billion in a month.

But at present, there are not many shareholders who choose to enter the market, because shareholders feel that the adjustment of quantitative capital is not enough, and many people have path dependence.

At present, the trend of quantitative capital is indeed an obvious downward channel, and the cumulative adjustment from the highest point has not yet reached -30%, so many shareholders do not plan to intervene, thinking that they can go in and suck low if they adjust down by about 10 points, and if they are cut in half, they can boldly take a position.

However, those who think so are destined to step short in the next market.

Wealth funds have begun to enter the market, and they are not only buying the targets named by Qunxing Capital, but all the currently listed Qunxing concept stocks.

In other words, not only quantitative capital, but also in the next market outlook, all the galaxy concept stocks will stop falling today, and then they will rise all the way, because the wealth fund has 2 trillion yuan of heavenly funds waiting outside the market, and it is not a day or two to complete the layout.

Every next trading day, the over-the-counter liquidity held by the wealth fund will keep buying, buying, buying, and buying, which alone is enough to support the rise and fall of the galaxy concept stocks, and it is impossible to fall.

But having said that, in today's market, the concept stocks of the galaxy are not the most concerned by the two markets.

Now the hot spot of the market and everyone is most concerned about the photovoltaic new energy sector, the market index fluctuated higher in the afternoon, and the photovoltaic new energy sector also went up, the photovoltaic concept plate is frequently moving, and the capital game is very lively.

Because it is now at a relatively delicate time node, all players in the capital market are waiting for news from Qunxing Capital, but the local tyrants have been running over for four days, and there is no news yet.

In the face of this situation, the capital game on the stock market is a bit exciting, and now it is in a state where the boots are about to land but are not falling, and everyone's current mentality is that they are afraid that he will not come and that he will mess around.

As long as the news doesn't come out, there is actually room for hype, but the problem is that news may come out at any time at this juncture, and the news may fall to the ground in the middle of the plate.

It is difficult to say whether it will be expected to be terminated, good to be cashed out, or something else.

And now the short-term capital game in the intraday is also very intense. Some people bet that there will be no news today, as long as there is no news, at least it is good news, and they can continue to maintain that hazy beauty; Some people bet that after the news comes out, it will continue to rise and hold firmly; There are also people who accept it when they see it, and choose to retreat in advance to settle the bag for safety.

All in all, the sentiment of the disk is not as consistent as before, but from the overall trend, the bulls are still stronger, and today's photovoltaic concept plate index has also risen by about 2 percentage points, and there are some votes in the plate, and the leading stocks of the industry head have also stepped out of the Zhongyang line.

In terms of the large-market index, it once regained the 3,100-point mark near the end of the session, but finally fell back again, but it stopped falling today.

At the close, the Shanghai Composite Index closed up +0.62% at 3,095.12 points.

……

In the afternoon, Tranquility Villa.

"What result?" Fang Hong saw Tian Jiayi returning and asked, after talking with the local tyrant for so long, he knew that today would definitely come out with the final result.

Tian Jiayi handed the materials he brought back to Fang Hong, came to sit down beside him and said: "After these days of negotiations, we have reached a comprehensive consensus with SATE on new energy and energy agriculture matters and decided to establish a comprehensive strategic partnership, SATE agreed to provide a package of solutions, signed a total of 72 billion US dollars or about 450 billion yuan of large orders. ”

A local tyrant is a local tyrant, a contract of 72 billion US dollars and 450 billion yuan regardless of the exchange rate, a proper epic order.

The so-called package solution provided by Qunxing Capital, in the vernacular, means that you only need to pay the money, and the rest of Party B will arrange it for you in place.

The time cycle of this cooperation is about six years, which is not very long, and it is not very short, once it is completed, for the local tyrants of Saute, the proportion of their independent production capacity of grain will rise to about 70%.

In other words, in six years' time, the proportion of grain imported by the local tyrants will drop to 30 percent.

Both sides of this cooperation feel that they have won numbly, and the local tyrant feels that the price of Qunxing Capital is only 72 billion US dollars, and Shaoxia is too conscientious to do business.

Because compared with the past years, the local tyrant's own investment in agricultural development is far greater than this figure, but there is still 80% of the proportion that needs to be imported, and 72 billion US dollars has dropped by 50%.

At the end, Fang Hong browsed the content of the materials in his hand, and after roughly scanning them, he nodded with satisfaction and ordered: "You go and start drafting a material report now, and then hand it over to Luo Qingan." ”

Tian Jiayi nodded, and immediately got up and left to arrange this matter.

When the results come out, I also have to report the progress of the work here.

At this time, Fang Hong stopped Tian Jiayi and said: "By the way, the announcement of the news will be adjusted, and the news of the confirmation of cooperation will be released tomorrow morning, and the signing ceremony will be arranged at half past two tomorrow afternoon." ”

Tian Jiayi looked at him curiously: "What is the purpose of this arrangement?" ”

Fang Hong smiled a little comfortably: "Let retail investors also make some money, otherwise retail investors will not have the opportunity to get on the bus at all." ”

…… (End of chapter)