January 25, 2024 is the week of the 4th ...................................................................................................

Recently, A-shares have stabilized for the following reasons: on January 24, 2024, the person in charge of the China Securities Regulatory Commission said in an interview with the media that the China Securities Regulatory Commission will focus on the construction of an investor-oriented capital market, and will better reflect the priority of investors in the design of the system and mechanism, and vigorously promote listed companies to better return investors through repurchase and cancellation, increase dividends, etc., highlight the quality assessment of its sponsor companies, especially the assessment of investor returns, and cannot bring companies with no long-term returns to the market, so that the majority of investors have a sense of gain.

---------This is the first time since the A-share market in 1990 that the management has proposed to be investor-oriented! This is a subversive formulation! To put it bluntly, if the stock market index falls every year, it is not called investor-oriented, at least the index rises most of the years, even if it rises by 10 points, it is also up (better than falling). Also, look at it for 3, 5, or 10 years in a row........ The index must rise as a whole (more or less, another way), otherwise, there will be no credibility. Therefore, if you dare to put forward this point, there must be a think tank that has come up with a plan: in the future, the index will no longer fall continuously (to put it bluntly, it is not difficult to control the index. After the big fall, regulation is that China's regulation and control ability is the world's first-class), the index is stable, and the floating capital is assured to speculate. To put it bluntly, this is a change in the guiding ideology of the management, just like the first brother said N years ago: "The house is for general living, not for speculation" People who believe in this point -------- sell when the house price rises later, so as to avoid the later fall. Therefore, the guiding ideology is very important.

Highlighting the quality assessment of its sponsor companies, especially the assessment of investor returns------- CSRC's assessment is also very powerful. In this way, it is avoided that in recent years, more than 95% of new stocks have been falling and falling! Why is this happening? In order to get more underwriting fees, securities companies give ideas to listed companies, resulting in listed companies originally planned to issue shares with a price of 10 yuan, which became an issue price of 30 yuan, and the issue price is outrageous (many issue price-earnings ratios are 50---2000 times) (so that securities companies can take millions or tens of millions of yuan more underwriting fees), at the opening, let retail investors buy 100 shares, I buy 100 shares (100 shares are bought wrong, retail investors are not afraid), 20,000 retail investors are 20,000 hands, The opening price is naturally high (the issue price is high, and the opening price is even higher), and the next can only be the fate of continuous decline.

Now change the assessment system: if the new shares sponsored by a securities company fall endlessly after listing, then the assessment will not be qualified (especially the new shares it sponsors are all down), then the securities company will be downgraded, and the new business will not be handled by the securities company, and the leaders of the securities company will also be at risk of being laid off............ Therefore, the assessment method has changed, and the ecology of the stock market has slowly changed. Such an assessment method is beneficial to the new shares (the quality of the new shares in the future is good, and the securities company will dare to sponsor them, otherwise, sooner or later they will ruin their jobs).

Of course, this change is slow---- just like the early years of the release of the new stock issuance price-earnings ratio can not be higher than 23 times, at the beginning, nothing, after 3-12, securities companies are getting bolder, and a lot of new stocks with a price-earnings ratio of 100-3000 times have been issued.

Originally, the issue price of loss-making stocks should be lower, but the securities company made an issue price of 92 yuan, opened at 260 yuan, and fell all the way to the current 69 yuan. A loss-making stock, 69 yuan is still high! To put it bluntly, this kind of loss-making stocks, the issuance of 3-10 yuan is reliable, securities companies in order to get more sponsor fees, to make an issue price of 92 yuan, such an irresponsible high-price issuance, resulting in 95% of the new shares are bears long, the last 10 years listed 2000 new shares, 95% of the bear stocks, continue to provide bear stocks from the source, the stock market must be a long bear!

Now, the management has finally grasped the fundamental problem, and at the very least, the stock market will not continue to bear in the future, if not (not much) in the future. In this way, people who can pick stocks can find opportunities for individual stocks------- in any society, any industry, people who will find opportunities can make money (under the premise of a stable environment). Therefore, Yuansheng foresees that in the next 10-20 years, China will slowly become a financial power.......... In these 10-20 years, whoever will pick stocks and who will choose will be the biggest gainers. This process can refer to real estate from 1998 to 2017!

Yuansheng believes that the current hot spot is only local stocks in Shanghai (thanks to the regulations on the further opening up of Pudong N days earlier); The other is state-owned enterprises, especially central enterprises (thanks to the fact that the SASAC listed market value management as one of the assessment indicators for the leaders of state-owned enterprises..................

Yuansheng selected the smallest national textile stock in the state-owned enterprise, which has only 13.04 million shares in circulation..............................

In the morning, Guofang stocks opened 6.09% lower, and the vanguard of Yuansheng has bought ....................

After the stock price fluctuated at 9:30, Yuansheng continued to increase its position, and finally controlled the cost at 37.20 yuan and ended the battle on the first battlefield of the territory.

The second battlefield is the battle of the group. In the morning, Lianqun stock opened 2.82% higher, and Yuansheng is waiting...........................................

At 10:01, when the Lianqun stock rose to the auspicious figure of 5.58 yuan, it was far away from the moving average, and Yuansheng decisively cleared the position and locked in the win.

Why sell? It is not a tuyere stock, up 32% in 2 days, and the stable Yuansheng naturally wants to sell, sell, and lock in the win, otherwise it is a bird in the forest...........

The third battlefield is the battle of Danshin stock. In the morning, Danxin stock opened with a daily limit, and it was a lie to win.............................. This is the charm of stocks in the wind.

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After 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hand: Guofang stocks rose by 30%, and Danxin stocks rose by the limit.

PS: The stock prototype for today's clearance is: Lianqun stock --- ST Yilianzhong (played for 2 days, it was bought at 4.14 yuan, and today's highest is 4.60 yuan)

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Write at night Write at night (17K novel network can add words at any time)

Write at night Write at night (17K novel network can add words at any time)