The investment era of rebirth

"Huaguo Petrochemical's mixed reform is suspended?"

Seeing the suspension announcement issued by Huaguo Petrochemical, Li Meng said pleasantly: "Su Yu, this is the triggering event you mentioned, the opportunity for the main line of the 'state-owned enterprise reform' market to break out?"

Su Yu pondered for a while, then said: "Is it true? It depends on how the market reacts tomorrow. The so-called triggering event of the main line of the market must resonate with the market sentiment and the intention of the main funds to drive the market, otherwise... ...just a market signal."

"certainly……"

Su Yu paused, and then said: "Even if Huaguo Petrochemical's mixed-ownership reform is suspended, under the current market sentiment, it still cannot drive the macro main line of 'state-owned enterprise reform', which will have a very positive effect on the market. After all, Huaguo Petrochemical is the core blue-chip stock in the market, and it can take the lead in the mixed reform, which proves that the next "state-owned enterprise reform" will definitely set off a big wave."

"And with this expectation, the line of 'state-owned enterprise reform' in the market will always rise."

"The so-called 'One Leaf Knows the Autumn', smart investors should be able to read a lot of useful things through the announcement of Huaguo Petrochemical."

"En!" Li Meng nodded, "Looking at the enthusiasm of the market for Huaguo Petrochemical's announcement, tomorrow's market should still be worth looking forward to, that is, the current market turnover and liquidity problems are really worrying. It is an active speculative fund, and it cannot lift the large-cap stocks with a state-owned enterprise background in the direction of the main board."

Su Yu smiled and said: "This is inevitable, so...the market will naturally not happen overnight. A scene, after the curtain opens, will be just a hot scene at the beginning, not a climax."

"Then we..." Li Meng asked after a pause.

Su Yu thought for a while and said, "The holdings of our two funds are not low at present. Let's observe and observe first. The last 30% of the available funds are not in a hurry to enter the market."

In Su Yu's view...

Although the market has shrunk to less than 500 billion, the mood is depressed to freezing point.

But still short of the last drop.

Only by taking advantage of the panic of the last drop, clearing out a large number of bargaining chips that are under pressure at the bottom that are not too deep, so as to make room for the future index to rise, and reduce the pressure, can there be a real reversal Hope, and when this last drop will come, he doesn't know, at least...he hasn't seen any signs of this in the market yet.

"Okay!" Li Meng replied.

Immediately afterwards, he turned his head and continued to browse the Internet, stock forums where major retail groups gather, everyone's discussions and long-short views, in order to judge the sentiment of retail investors in the market.

I saw it on the major stock forums at this moment.

The majority of retail investors, although they were surprised by the news of Huaguo Petrochemical's suspension of the mixed-ownership reform, the discussion has not reached a feverish level, and the topic of "state-owned enterprise reform" is rarely mentioned at the moment , the most discussed by everyone is still the hot stocks related to the two main lines of 'mobile Internet' and 'smart phone industry chain' headed by the small and medium-sized board and the gem.

Especially recently, as "Yuhang Investment" and "Zexi Investment" have participated in the fixed increase plan, the stock price has been rising steadily, and Lixun Precision, which has continued to strengthen against the trend, has become the core hot stock discussed by the majority of retail investors. Those who are bullish, There are countless people with heavy positions.

As for the topic of motherboard orientation...

Whether it is the popularity of individual stocks or the popularity of the sector, it is far behind the small and medium-sized board and the GEM.

This shows that the focus of retail investors' attention and emotional enthusiasm in the current market is still focused on the small and medium-sized board and the ChiNext board, which are dominated by emerging industries.

At least among the majority of retail investors, everyone believes that it is impossible to produce a big market in the direction of the main board.

After understanding the opinions of retail investors on major forums, Li Meng browsed the major financial media websites and learned about the views of major financial Vs, major analysts and chief investment advisors of domestic financial institutions, and found that These people are still talking too much without thinking, talking about investment opportunities, but closing their mouths is still an investment opportunity.

However, let's look at the average position line of major domestic public funds.

It was only then that I discovered that these institutional groups that have been singing more all the way, the water level of the position is not high.

"Hey...they're all duplicity guys." After reading the overall market news and the average holdings of public funds, Li Meng couldn't help but sigh, "The stock market has plummeted and plummeted all the way. These institutional analysts Then they sang more all the way, and they kept calling for investment opportunities, but they didn’t see them buying in.”

Su Yu laughed and said: "Isn't this normal? It's normal to be bullish and short. They can be honest physically, but they can't be honest with their mouths. After all, when the wind direction of the regulators has always hoped that the stock market will improve, they really call short , that will be settled by Qiuhou."

"Furthermore..."

Su Yu paused, and continued: "During the extreme downturn in the market, it was extremely difficult for most stock-oriented asset management products in the market to raise funds and issue funds. The existing stock-oriented asset management products suffered from the continuous decline in investor confidence. , is also continuously being redeemed, and the scale continues to decrease as the market declines. At this time...it’s strange if everyone dares to enter the position.”

"Market sentiment is such a thing..."

Thinking of this, Su Yu couldn't help feeling: "The lower the bottom, the more fearful, the higher the position, the more greedy, the cycle of history goes back and forth, and it really never changes."

"Human nature is such that no one can overcome it." Li Meng replied.

While the two were talking, Su Yu's cell phone rang suddenly.

Su Yu was stunned. He didn't know who would call so late, so he couldn't help but took out his phone to look, and saw that it was Lin Antu's call, so he couldn't help but connected, and asked, "Director Lin, what's the matter?"

"The news is out!" Lin Antu said on the phone, "The one surnamed Ni went up, the one surnamed Hu stayed where he was, and the former boss of the Chen family has been detained."

"Oh!" Seeing that this was the case, Su Yu couldn't help smiling and said, "It seems that Yang Hao won the bet!"

Lin Antu responded, and said again: "Also, Mr. Su... the development of the 'Qianjiang New Area' has basically been settled. I heard that the city and the province have already reported to the State Council for approval. The documents and news should not be long before they will come out."

"Okay, I understand." Su Yu said, "Thank you, Director Lin."

After speaking, Su Yu hung up the phone.

"What's the matter?" Li Meng could not help but ask with a bright light in Su Yu's eyes, "What's the good news?"

Su Yu smiled and said: "The east wind of the real estate industry is about to come, and...the land I bought before should be used for important purposes."

Facing a national-level new area development project like Qianjiang New Area.

With such a big piece of cake, Su Yu believes that Pengyuan Real Estate and Kumho Group, as the leading real estate companies in Yuhang, will definitely compete fiercely and use their brains.

And this time...

The piece of land in his hand that was taken from the 'Ancai Paper Industry' is going to become a rare commodity!
Moreover, after the official documents for the development of the 'Qianjiang New Area' are issued, he believes that there is basically no difficulty in converting industrial land to commercial land.

In other words, the current value of this land has skyrocketed several times compared to when he bought it.

"Dongfeng in the real estate industry?" Li Meng was stunned for a moment, and said, "Is there any positive macro policy direction? The loan interest rate will be lowered, and the conditions for purchase restrictions will be further relaxed?"

"Not really." Su Yu said, "But on the whole, the conditions for buying a house must be getting looser. It is enough, after all, the primary condition of investment is expectation, not good, and good is only a catalyst for changes in expectations.”

"That's true!" Li Meng nodded and smiled softly, "Then it seems... I also have to buy a property as soon as possible while Yuhang's housing prices are still in a downturn."

In the past, she felt that the housing price of nearly 2 yuan in the core area of ​​Yuhang was already unattainable.

However, after comparing horizontally and carefully studying the real estate industry and the domestic economic structure, she discovered that with the continuous inflow of population and the continuous deepening of urbanization, there may still be a huge room for improvement in housing prices in first- and second-tier cities. At least... she thinks that if the policy is fully loosened and all kinds of purchase restrictions are relaxed, the market will still explode with strong demand when the macro monetary policy is slightly shifted.

Moreover, thanks to the company giving her several million bonuses.

Now, she can also satisfy her own desires, and she can do whatever she wants with the houses in the core area of ​​Yuhang.

"Yes!" Su Yu said with a smile, "Although the response of housing prices has a certain lag in terms of policy direction, since market expectations have shifted, the core driver of the macro economy still has to return to the real estate economy, and the market In terms of actual demand, the first- and second-tier cities with net population inflows still have huge demand potential, so...the rise in housing prices is inevitable, and it is indeed a good time to start at this time."

"Then another day... you can go and have a look with me!" Li Meng said.

Su Yu responded with a smile: "Okay, when the time comes, I will definitely help you choose a house with the best future appreciation potential, living environment, and surrounding environment."

The two chatted for a while, and then saw that the time had slipped to 10 o'clock in the evening.

Just now they washed up and went to sleep.

Lying on the bed, Su Yu thought about what Lin Antu said before, and couldn't help sending a text message to Yang Hao to express his congratulations.

"Yo! Mr. Su, your news is fast enough." Yang Hao saw the text message sent by Su Yu, and replied, "Are you free tomorrow night, let's have a meal together, the land in your hand... what do you think? Give it to me Make a price!"

"I'm afraid you can't afford the price!" Su Yu replied, "If you can come up with 10 billion in cash, I'll sell the land to you, how about it?"

When Yang Hao heard that Su Yu asked for 10 billion yuan, he said in shock: "Fuck, you are stealing money!"

"It's almost 25 square meters, and it costs you 10 billion, isn't it too much?" Su Yu said, "On average, the floor price of 4000 is cheap enough for you."

"You are an industrial land..." Yang Hao bargained.

"According to some current news, do you think it's still a problem for the industry to turn into a business?" Su Yu said, "Maybe it won't be long before that piece of planning will naturally become a commercial development area."

Yang Hao was silent for a long time, and responded: "You make 10 times by changing hands, that's too cruel!"

"It's not a question of how much you earn." Su Yu said, "I originally bought it to slowly build a factory, who knows, things developed so suddenly, and now that this land is worth this value, I can't sell it cheap. ?”

"Okay!" Yang Hao replied, "You are awesome, but don't talk about 10 billion in cash. I can't get 1 million in cash. I just want to ask you if you accept the share acquisition. If you accept it, I will accept it." To promote the resolutions of the group's board of directors and shareholders' meeting, and find a way for the group to issue additional shares and acquire the land in your hand."

Su Yu knew what he was thinking, and replied: "If the value of the shares is exchanged, then it will not be this price."

"Just tell me, how much do you want?" Yang Hao asked, "Let's be friends anyway, don't overdo it, give me a price that I can negotiate with those old guys in the group."

"Then let's pay a premium of 20%!" Su Yu said, "This is the price I will give you for the sake of my friend."

Yang Hao said in shock: "12 billion? Mr. Su... you are still ruthless!"

Su Yu replied: "I don't want you to pay for the fixed increase in shares, so you don't need to make a fuss, right? But... If you want this land, you have to hurry, after all, I don't guarantee that Pengyuan Real Estate will be better I won’t be tempted at home, if they bid 13 billion or 14 billion, I can’t bear it.”

"Understood!" Yang Hao said, "The goods you have now are really rare goods to live in!"

Su Yu replied with a smile: "Who told me to be lucky? But for you, this is also a good thing, isn't it? At least you have the leverage to leverage the control of Kumho Group."

"Okay!" Seeing that Su Yu saw through his motives, Yang Hao said, "See you tomorrow night, let's have a good talk."

After finishing speaking, Yang Hao put down his cell phone, his face obviously showed excitement and excitement, and beside Yang Hao, Su Yuying asked urgently: "How, did he agree?"

"Agreed!" Yang Hao nodded and said, "Don't worry, auntie, as long as the documents for the development of the 'Qianjiang New District' are officially released, the land in Mr. Su's hands will truly become a key bargaining chip. Whether it is our Kumho Group , or Pengyuan Real Estate, both must be contested, especially Pengyuan Real Estate. This time, the surname Hu failed to go up. They have already lost. It is impossible to compete with our Kumho Group."

"Similarly, for our Kumho Group..."

"If you can't win the core piece of land in the hands of President Su, then all the cakes for the development of the new district will fall into the hands of Pengyuan Real Estate."

"Those old guys in the group, it is impossible not to see this clearly."

"So, Yang Jincheng can't stop the competition for this land."

"With the help of Pengyuan Real Estate to raise the price, and the support of the old guys in the group, and now that I have joined the line of the Ni family, I can leverage the control of the Kumho Group with the bargaining chip in President Su's hand. I think it has a high probability of being successful.”

"Okay!" Seeing that Yang Hao was full of confidence, Su Yuying couldn't help but relax a little from her nervous expression, "If it can really be leveraged, it's okay to make a profit of one or two hundred million."

Yang Hao nodded and said: "I understand, don't worry, auntie!"

While the two of them were planning, all kinds of heavy news ravaged the market and spread.

Come February 2th, the last day of February and the last day of trading for the week.

At nine o'clock in the morning, Su Yu and Li Meng came to the company. Afterwards, Su Yu summoned the key members of the company, had a brief morning meeting for a few minutes, and then came to the trading room, waiting for the market to open.

Today is the closing day of the monthly line in February, and it is also the first trading day after Huaguo Petrochemical announced the mixed reform.

How the market moves will determine the tone of the subsequent trading days, so... is particularly important.

While everyone was waiting, under the attention of countless pairs of eyes in the entire market, the time quickly moved to 9:15, and the two cities ushered in a call auction again!