Chapter 313: Others Don't Necessarily Agree
Eight o'clock in the morning.
Li Yuan hugged Song Jiajia a little tiredly, and Song Jiajia put her face on his chest.
"Starting tomorrow and ending here?"
"Well, it's starting tomorrow."
At nine o'clock that night, Song Jiajia knocked on the door of the study again.
"Hmm...... Want to stick...... You said you won't want it tomorrow, so ...... today."
……
Li Yuan, who had been busy all night, had breakfast and was about to go to the next room to rest.
Song Jiajia ran in again, and without saying a word, he got into his bed.
"Hey, isn't that the end of it?"
"It's tomorrow, not today......"
"Tomorrow what was said yesterday is today."
"But we lived in Western time, it was eight o'clock last night, it was the early morning of the West, and at that time you said tomorrow...... It's not time yet. ”
"Oh, that's the end for tomorrow then."
"Hmm...... Good ......"
……
It was past eight o'clock in the evening......
"Hey...... It's time! ”
"No, it's not tomorrow yet, and you said that in the morning."
"We don't have Western time?"
"In the territory of China, of course, it will take time in China......"
……
Tomorrow and tomorrow......
Before you know it, it's late February.
Since the opening two days of the A-share market, 1,000 shares have fallen to the limit, under the counterattack of Qingtian Capital, it has closed for 12 consecutive trading days, and the market has counterattacked from 2,600 points to 2,800 points.
And the scale of the growth of Qingtian Capital has reached a very terrifying level.
The purchase was limited on February 3, and the subscription was 20 billion on the same day, and not many people knew about it on this day.
On February 4, the subscription amount reached 220 billion.
On February 5, the subscription funds exceeded 100 billion again, reaching 111 billion.
On February 6, the subscription funds reached 80 billion.
On February 7th, 8th, and 9th, the subscription funds reached 130 billion, and all shares were confirmed on February 10.
Since then, the scale of DynaSky Capital has officially exceeded one trillion yuan.
As of the end of February, the scale of the entire DynaSky Capital has reached 1.3 trillion yuan, and the net value has increased by nearly 30 points.
The management fee of 1.3 trillion yuan is enough for 26 billion yuan a year.
With the addition of subscription fees and some handling fees, DynaSky Capital's annual revenue is guaranteed to start at 42 billion.
All of this is no match for the rising stock price of Qingtian Capital.
With the dividend plan announced on February 3, the amount of 70 billion yuan has made countless funds rush in.
In fourteen trading days, the stock price has doubled, and the current market value has reached 800 billion.
This is still the most conservative valuation given by the market, and no one is sure what the performance will be next year or what the future will be.
Even with a market capitalization of 800 billion, DynaSky Capital's price-to-earnings ratio is only 8, which is the lowest in the entire financial sector, except for bank stocks.
The valuation given by the market is so conservative, which can also show how resistant domestic capital is to him.
If he had been welcomed by capital, the market value of Qingtian Capital would have exceeded one trillion yuan long ago.
Now even if the big money is involved, it is only for dividends, and I don't think about carrying a sedan chair for him at all.
Even the main participants are retail investors and some small funds, and big funds may not be too lazy to come in.
DynaSky Capital is indeed very profitable, but it is also an alternative in the entire financial industry.
He didn't have a helper, even if Tang Jianjun was willing to cooperate with him financially, but that's all.
It will not be said to open the back door for him and provide him with special channels.
What Tang Jianjun can give to him, he can also give it to others, as long as others show the same strength, it is fair and just.
Li Yuan has been paying close attention to the position of Laiqian Capital.
On Wen Yuxian's side, most of them are copying their own homework, and the overall net worth is not bad, and the ability to absorb market funds is not weak.
After all, she is a big Internet celebrity with tens of millions of fans, and with her anti-sky appearance, the exposure rate is definitely not bad.
Last year, she made an unnatural profit and attracted a lot of money.
Even if 1,000 shares fell in the first two trading days of this year, the overall scale did not have much loss.
The traditional A-share industry, an industry without explosive power, is no longer very popular.
So don't look at the fact that the broader market index has not risen much, only about ten points.
In fact, the rise of emerging industries is very large, but those new industries do not account for weight, and have little impact on the broader market index.
This is also why once there is a bailout, first of all, go to the bank and brokerage, these types occupy a relatively large weight, and the index will look good.
In fact, A-shares have really been rising, otherwise the capacity would not have increased from 40 trillion five years ago to 80 trillion now.
This is still rising when two or three hundred billion blood is drawn every year.
Every day, more than 100 billion stamp duty is withdrawn, and more than 100 billion yuan is withdrawn from new stock IPOs.
Li Yuan glanced at some of Wen Yuxian's positions that were different from his own, selected a few votes, and sent them to Guo Meng.
Qingtian Capital now has five or six billion subscriptions per day, and the redemption funds are very small, so there is a big test for Guo Meng, and Li Yuan can only help her with some ideas.
Otherwise, with her ability, she would not be able to control five or six billion funds a day.
Even if the market is good, many tickets can't continue to throw money into it, continue to smash, except for holding cards, there is no other choice.
He tried his best not to let Qingtian Capital raise his cards, and he didn't want to trouble Tang Jianjun anymore.
The last time I asked Tang Jianjun for help, it was equivalent to consuming the previous favors.
Even if he knew that Tang Jianjun would not only not lose money, but also make money.
But at that time, Tang Jianjun did risk a loss to him.
Last year, QDII failed to liquidate, and the national fund did not urge him, he took the initiative to reduce the ratio, which can be regarded as a kind of feedback, and the two sides are still cooperating normally.
Looking at the entire A-shares, there is still a clear distinction.
If it weren't for the fact that DynaSky Capital was too large and participated in all the good votes that could participate, those funds would not have come to help.
Now there is nowhere to go for a lot of funds, so I am forced to carry a sedan chair for some stocks in which Li Yuan participated.
Because the market can do the market, that's all.
Li Yuan knew that this was not the end...... Those big funds still prefer to listen to foreign capital and will not go with him.
Recently, A-shares have risen, and a lot of foreign hot money has returned.
The other party's timing is very accurate, and this position is returned, how can you make a lot of money.
But as long as the big domestic funds are willing to follow in his footsteps and explode for a few days in a row, it is useless for foreign capital to come back, so they can only carry a sedan chair for them.
But where are those big funds willing to shut out their foreign masters...... Sneaky, I'd rather lose some of my own interests, and I have to let foreign gentlemen come in.
In this kind of market, many funds are still losing money, dare you believe it?
It's almost a general rise.
After all, after two days of 1,000 shares falling to the limit, facing backfill expectations, those funds that are still losing money do not treat the people's money as money.
To put it mildly, I didn't treat Jimin as a human being.
The money is just a bargaining chip they use to curry favor with foreign capital.
900 yuan of Moutai, are you willing to smash it out?
Forty pieces of Biyadi dare to smash?
The 200 yuan Mindray Pharmaceutical is also said to be smashed?
The listing price of Mindray Pharmaceutical is 58 yuan, which is itself an industry leader, and with the recent black swan, the stock price has taken off visibly, what is the result?
Every day, a whole bunch of chips are thrown out.
It's not that big money simply can't do it.
The chairman of Mindray Pharmaceutical has been confused recently.
The company's performance exploded, and the stocks of the same type in the market have doubled and tripled, and Mindray Pharmaceutical has only risen by 30 points.
This is outrageous!
He is also ready to wait for Mindray Pharmaceutical's share price to rise to 400 and then reduce some of it, but now it seems that there is no play at all.
As for the reason......
He slowly understood.
It is because Mindray Pharmaceutical's major shareholder includes Qingtian Group.
And those big funds are unwilling to carry a sedan chair for Qingtian Group.
Li Yuan has a strong influence on retail investors, but for the big market, what is needed is big money to promote, otherwise with retail investors, the rise is very limited.
So, the boss of this company called Yu Yue, saying that he wanted to buy back the previous shares from Qingtian Group.
This news was conveyed to Li Yuan by Yu Yue.
When Li Yuan dealt with this news, he called Yu Yue.
said: "You can talk to them, I will give you a bottom line price, two hundred and sixty yuan a share, and talk about it in this position." If you can't leave, let Yao Ying loosen it. ”
Yao Yingsong is not so busy now, after all, more than 2,000 tons of 3,000 tons of meltblown cloth have been used up at this time, and the pressure on the masks on the market has plummeted a lot.
After the distribution of Bixin Mall, all of them have been delivered one after another, and the remaining hundreds of tons of meltblown cloth will be made at the market price to be sold in Bixin Mall, and may be able to return to the cost.
After all, the price of masks has not come down now, and they are basically not available online.
"Boss, do you really want to sell it? Mindray clearly has a lot of potential......"
"It's okay, let's sell, but when the time comes, Qingtian Group will issue an announcement, saying that we are still optimistic about Mindray Pharmaceutical, and even if we sell our shares, Qingtian Capital will continue to participate."
Now Mindray is full of retail investors, and Li Yuan doesn't want these retail investors to run away.
Although those who believe in him must have made money, Li Yuan has the obligation to let them earn more.
The boss of Mindray is a pure businessman, and he is always in pursuit of the ultimate profit.
Otherwise, I wouldn't have immigrated to Singapore last year.
The purpose is to avoid taxes.
"Boss, we're all gone, and we still want to give them a platform?"
Yu Yue didn't understand why Li Yuan did this.
"It's for us to stand on our own platform, just do what I say, now their stock price is two hundred and four, and there should be no problem when it comes to two hundred and six, the higher the better......"
"Okay, I see."
After Li Yuan hung up the phone, he glanced at Ningde shares.
This company is fine, mainly because the company's strength is really strong, even if it is a big fund, there is no choice.
Mindray is also powerful, but domestic competing companies are no worse than them.
Medicine is an industry that has run through several eras, and it has always been on the cusp, and there are many companies doing it.
Anyway, before the time has come, the other party will regret it, and the previous contract will be invalidated at the same time.
The contract that Li Yuan used as a cover has already played a role.
Want to go? He won't stay at all.
Anyway, it's a big deal that DynaSky Capital continues to buy stocks, and when it comes to the highest point, he directly asks DynaSky Capital to publish a research report, and then liquidates the position.
When the time comes, run away with all the retail investors.
He can't run now, the big money hasn't come in yet, and he is reluctant to cut those big funds again.
There will definitely be a lot of foreign capital coming in, and it will be cut along with it.
Stocks that no one takes over are garbage.
No matter how good the company is, it is useless.
Isn't it true that big money cuts small money and retail investors? Now retail investors listen to their own ......
However, as long as the stocks held by DynaSky Capital are held, there will be many retail investors who are willing to follow.
Even if the position update is not real-time, I don't dare to say that I make a big profit after following it, and it is definitely no problem to make a small profit.
There was a knock on the door to the study.
Li Yuan saw Song Jiajia come in and said, "It's not time to come up today, right?" ”
It's only past six o'clock, and he still has some work to do.
Generally, after eating at eight o'clock, Song Jiajia will come over.
Song Jiajia likes to work in the quilt recently, that is, she is wearing a white shirt with two buttons on it still open.
Coupled with the lack of suitable underwear, the whole person ...... Indescribable youth and beauty.
"That...... Not this time...... It was Douyin who contacted Jiutian Media and asked Jiutian Media to remove the content from Bixin and sign an exclusive agreement with them. ”
Li Yuan: "??? ”
Now there are 40 million online users in Bixin, and 130 million in Douyin.
He had thought he would have to wait a little longer...... I didn't expect the other party to be so ruthless.
Jiutian Media has a very strong ability, with thousands of signed Internet celebrities, and nearly 20 fans with more than 10 million fans.
"What if you don't sign an exclusivity agreement?"
"It's going to be throttled."
"What about the benefits of signing?"
"The promise will tilt a portion of the traffic."
"Can't even afford to take out real money?"
"Well, there is no monetary compensation."
After all, Douyin's profitability is very strong, not to mention the traffic of video playback, at present, live streaming can be said to have achieved the ultimate, a live broadcast with goods to sell hundreds of millions of products, this kind of achievement has been achieved by dozens of anchors in Douyin.
"What do you think?"
Li Yuan asked, if it was before, he wouldn't ask.
Song Jiajia said: "I want to take out some anchors separately to sign an exclusive agreement, such as the twin Brother Yang, didn't you limit them to the heart?" In the past few days, they have started a live broadcast with goods and sold 300 million. ”
Li Yuan: "......"
Because now Douyin can't plug in links to other shopping platforms, and can only go through their own malls, so the main income of big anchors is pit fees and commissions.
Now there is no 30% commission, and the big anchors will not bring it at all.
Otherwise, why would there be so many anchors selling oranges, flaunting their high quality all day long, and the results are more expensive than fruit stores.
In fact, the quality is not even half of that of a fruit store.
"What else?"
"There's also some beauty stuff to do with that."
"Yes, as long as Douyin agrees."
Li Yuan agreed.
It's all well and good, but the problem is that people don't necessarily agree. (End of chapter)