The Road to Rebirth Finance

Chapter 185 Zhongguo South Car (6K)

August 8, Tuesday, Yangcheng; in Su Mingyu's bedroom.

With the door closed, Su Mingyu was only wearing a pair of big pants and sitting in front of the computer.

Since the beginning of August, the weather in various places has continued to break through historical highs, which makes Su Mingyu, who is preparing to travel during the summer vacation, want to quit.

Su Mingyu has not traded for a while since Daifuku Technology liquidated its warehouse.

When the funds are large, you should be more cautious about opening stocks. This kind of caution is for the selection of the target, not to say that you cannot stud a stock target.

After learning Gu Junhao's operating ideas, Su Mingyu has no resistance to stud a stock.

After a month of accumulated study and review of previous operations, Su Mingyu gained a new understanding of stock investment.

Don’t be in a hurry to trade. The stock market fluctuated sharply in July, especially the GEM index. If you buy at the beginning of the month, it may be difficult to persist until the end of the month to stop falling and rebound.

After half a year of bottoming out, the Shanghai Composite Index finally broke through at the end of the month.

This made Su Mingyu even more determined when he talked with Gu Junhao about his views on the market.

In terms of stock selection, Su Mingyu also adhered to Gu Junhao's thinking, starting from the macroeconomic aspect, focusing on the future trend, and then proceeding to the judgment of the fundamental aspects of individual stocks and the auxiliary analysis of the technical aspects.

The gratifying results of Junshi No. [-] in July are also an important basis for Su Mingyu's view of the A-share market. Even the big dive at the end of this Friday still failed to change Su Mingyu's view of the market.

At this moment, Su Mingyu is a bit like a dead bull, that is, he is determined to be bullish.

As for the choice of stock targets, Su Mingyu was obviously influenced by Gu Junhao, who was more accustomed to trading on the left side, even if it was Wangsu Technology and Dafu Technology, which were already high-ranking from the trend at the time.

In Gu Junhao's view, they all belong to the left side. From the perspective of the elongated K-line, the intervention point is not a particularly high point, and it is only the position before the start.

The left side does not represent an absolute low point.

A day without trading does not mean not paying attention to the stock market. Su Mingyu, who has nothing to do at home, spends the longest time sitting in front of the computer analyzing stocks and playing games in addition to taking care of his handicrafts.

The happiness of a single dog is sometimes so simple.

In the past month, Su Mingyu has paid the most attention to the Shanghai Composite Index and related individual stocks for the A-shares. Su Mingyu also has his own considerations for this point. Judging from the name of Junshi No. [-] fund, Gu Ge’s fund should focus more on small and medium-sized companies. In terms of creating growth stocks.

Moreover, Gu Ge's private seat also appeared on the Tong Hua Shun Dragon and Tiger List, Su Mingyu had vaguely noticed this before, and he was convinced that Gu Ge must still hold Tong Hua Shun at this time.

Brother Gu couldn't miss Tong Huashun's increase in July, Su Mingyu firmly believed in this.

Considering that he is the largest client of Junshi No. [-], in order to prevent suspicion of insider trading and cause trouble for himself and Brother Gu, Su Mingyu decided to position his position in the weighted blue chips.

Big A’s are divided between [-] and [-], and small and medium-sized businesses are active, but since the economy is expected to improve and the stock market will have a big market, there will definitely be no lack of pull-ups for blue-chip stocks, which can also be seen from the end of July.

Recently, the blue-chip market has seen a lot of glory, and the major sectors have taken turns to rise. Compared with the small and medium-sized enterprises that are constantly falling, they can be said to have stolen the limelight.

However, what Su Mingyu didn't understand was how Brother Gu managed to select stocks and control the retracement of his positions, so that he could still maintain the high-efficiency upward trend of Junshi No.

Su Mingyu didn't think that Gu Junhao would switch shares to blue-chip stocks. In the past exchanges, although Gu Ge didn't deny that blue-chip stocks would rise, he never showed any interest in blue-chip stocks.

From a macroeconomic point of view, economic recovery must be inseparable from infrastructure construction, and today's news also caught Su Mingyu's attention.

"The Taiguo government has approved a transportation project costing US$233 billion. The two high-speed railways planned to be built in the project will be completed in 2021 and will be interconnected with the Huaxia Railway."

This is to build a high-speed rail. With such a high amount of money, and cooperation with my country, and eventually interconnection, only large state-owned enterprises can afford this project. Such a project will ultimately benefit industries related to high-speed rail. chain.

"High-speed rail is also a must in infrastructure construction. Over the years, more and more high-speed rail has been built, and the related industry chain will definitely usher in a period of performance explosion."

This news is very attractive to Su Mingyu, who is currently picking stocks; the infrastructure sector, the most popular concept of the Belt and Road Initiative, and the concept of state-owned enterprise reform that may be involved in the future.

With the judgment of the general trend and direction, the blessing of the three major concepts, and his own business, Su Mingyu finally chose his favorite target, a stock with the Chinese prefix that most investors look down on: Zhongguo CSR.

Belief in yourself is the prerequisite for stock trading. After judging the general direction and trend, you can judge right or wrong through the trend, but once you make a decision at the beginning of stock selection, you must not hesitate.

After the sector is selected, it is the target of the specific stock. This can be judged from the previous industry status of its core business. Stock selection and leader selection are valid at any time.

As for whether the faucet conforms to its own operating logic, this is a matter of opinion, and the wise see wisdom.

Analyzing Zhongguo CSR's fundamentals, among the main products of its revenue, railway equipment accounted for 40%, urban rail and urban infrastructure accounted for 24%, and other industries accounted for 32%.

The industry is developing and the economy is recovering at an accelerated pace. The accelerated approval of large-scale high-speed railways and light rail and subways in major cities will definitely give it a breakthrough point in performance.

Stock speculation is all about expectations. When the profit expectation is full, coupled with the support of various concepts, the stocks with the prefix Zhong can also rise sharply, so it seems that the price around 5 yuan is not his end point.

Whether this stock is analyzed in terms of market value and its concept, it is currently undervalued in the current upward trend of the industry.

分析完基本面以及最终预期之后，接下来就是技术面方面，从南车的K线趋势图来看，有三个低点，分别是2013年9月27日的3.83元，2014年2月26日的4.04元以及2014年6月4日的4.15元。

Each round of adjustments is done on a quarterly basis. After rounds of swing adjustments, the low point becomes higher and higher, and the trading volume gradually increases.

At the latest low point, the highest transaction volume of CSR has exceeded 7 million yuan, and funds are accelerating to enter the market. In this round of rebound, CSR has also created a rate of return of nearly 24%.

Judging from past trends, CSR, which has rebounded for two months, is about to enter a period of adjustment, and CSR fell below the [-]-day line this Friday, which also seems to indicate this.

However, this round of adjustments, Su Mingyu does not think that CSR will continue to fall to around four yuan, without him, with the rebound and breakthrough of the Shanghai Composite Index, as well as his own trading volume, the time point has allowed him to continue to fall so deep .

In Su Mingyu's judgment, the limit price of CSR is around 5 yuan, and its important support point is at 4.9 yuan. If it falls below 4.9 yuan effectively, it is necessary to set a stop loss point in a short time.

There is no short-term downward risk, and there are long-term expectations. The current price is also very suitable. Even if the real judgment error falls below 4.9 yuan, the stop loss value is only 5%, which is quite acceptable.

"Yes, it is very suitable for opening a position, and the trading volume is also very consistent. Next week will enter the observation period." Like most people, Su Mingyu, who has selected a suitable stock for opening a position, is also very excited.

Big A, I'm coming back!

This weekend, there is actually a lot of news. I have been immersed in the news for nearly a month in July. On the first weekend of this month, I seem to be a little uncontrollable, and there is a collective explosion.

Although the Shanghai Composite Index took a big dive this Friday after the first positive and then suppressed, the stock index returned to below 2200 points, which stopped the momentum of the eight consecutive positives.

But in terms of this week's market, except for Friday, the first four days when the weight and small and medium-sized ventures are flying together, the market's profit-making effect can be described as excellent, and most investors have reaped a lot of profits in this round of transactions.

As for the dive on Friday, in the eyes of most people, it was just the release of the lock-up above the 2200 point, seeking to escape, which led to serious differences between long and short positions on and off the market.

Diving has not changed most investors' views on the market outlook, especially large institutions, and all the reasons for this come from the news this weekend.

The outbreak on the surface of the news first started with the July Purchasing Managers Index officially released by the statistics department this Saturday. The July PMI rose by 0.7 percentage points month-on-month, hitting a new high in 27 months and exceeding market expectations.

The central bank has also taken a series of actions. In addition to maintaining the amount of the repurchase, the central bank also lowered the repurchase rate from 3.8% to 3.7%. This change has aroused widespread concern in the market.

For the signal revealed by this change, the market generally interprets that the expectation of interest rate cuts is expected to be further strengthened, and the expectation of loose market funds is also increasing day by day.

Under the current economic environment, the monetary policy is expected to remain in a more relaxed environment, which is welcomed by investors.

A loose monetary policy will inevitably lead to capital outflows from the stock market, which is closely related to the financial system, and the reason why 2015 was dubbed a leveraged bull also has an important relationship with the loose monetary policy.

As for the real estate market issue that the masses are most concerned about, the Ministry of Housing and Urban-Rural Development also made it clear this weekend that housing prices will not collapse, although most people currently hold a skeptical attitude towards this static state.

But with the stance of the relevant departments, it can be regarded as a peace of mind. Sometimes ordinary people don't care whether they are telling the truth or lies, and everyone just needs a word of comfort.

The intensive release of good news over the weekend also dissipated the short-term panic caused by differences in funds on Friday——
When not trading, although Su Mingyu is watching the market, he often sleeps in and then wakes up. However, Su Mingyu set the alarm clock early last night, and got up at eight o'clock this morning.

After freshening up and having breakfast, Su Mingyu returned to the computer desk, waiting for today's final opening results. After the intensive bombardment of good news last weekend, today's call auction ended, and the three major stock indexes all opened higher. The late diving was hazy.

It is quite a good thing for the index to stabilize again, and there is no need to wait too long. The opening price of Zhongguo CSR today is 5.15 yuan, which is firmly on the 10-day line.

Over 4000 lots were sold in the call auction Zhongguo CSR, a significant increase in volume.

"Okay, hold on, let's go in." Su Mingyu had more than 500 million cash in cash after liquidation, in addition to repaying the 200 million borrowed from his father by the investment fund.

At present, there is still 300 million yuan in the account, and a total of 5.18 lots of buy orders are placed at the price of 5000 yuan in two transactions, with an amount of nearly 260 million.

"Okay, at least [-] million a day's trading volume, there is no problem with this amount of funds, I just don't know if I can buy it."

Judging from the good news of the weekend and the sentiment of today's market, today's rebound trend is still relatively obvious, and Zhongguo CSR's rush to raise funds has also increased significantly.

Based on these judgments, Su Mingyu set the price of the pending order at 5.18 yuan in order to complete the opening of the position as soon as possible.

At the same time, in the trading room of Yongcheng Beicang Junshi Capital, Gu Junhao and others were also watching the market. Today, the mood in the two markets is good, and the situation where the basic positions fell sharply last Friday has eased.

"Haha, I thought I would continue to adjust for a while, but I didn't expect it to be over in an hour last Friday." Xu Jianqing laughed.

"What are you laughing at? Yin Zhijie's volume hasn't changed significantly." Liu Tingting looked at Xu Jianqing speechlessly and said.

Of the four individual stocks, today only Xibu Securities opened higher due to the impact of the broader market, and the other three stocks opened flat. The choice of large funds is clear at a glance.

"It's ok, the call auction has also sold a lot, anyway, it will definitely not be less than last Friday."

Trading started at 9:30, the Shanghai Composite Index opened higher and moved higher, and the index rose step-by-step, while the ChiNext Index fluctuated around the red plate.

The best performer today is still Xibe Securities. Since July, although the overall increase of Xibe Securities has not been particularly large, as far as the fund is concerned, Xibe Securities has been stabilizing the net value of the fund like a pinning needle.

In the bull market, brokerages go first. If you don’t have authentic brokerage stocks, you won’t have such an experience. Although brokerage stocks are called scumbags, they are indeed the most stable in the bull market.

The fund account has a position with stable output. Even if Liu Tingting does not do T, there is no need to worry too much about the fund's retracement rate.

Less than half an hour after the start of trading, Xibu Securities successfully pulled up to more than 1%, and then continued to rise and strengthen step by step, maintaining a synchronized trend with the Shanghai Composite Index.

The performance of other stocks holding positions was relatively weak, especially Yin Zhijie, which opened flat, and continued to fluctuate downward after the opening. Although the trading market was more active than last Friday, there was no obvious heavy volume.

The lackluster position trend also means that there is no need to trade today. After observing the market trend for an hour, Gu Junhao also left the trading room.

Although Shen Boyu blocked many people who were looking for investment for him, but in the human society, there will always be some people that he cannot refuse.

Although it has been clearly informed that due to the limitation of human resources, the company has no intention of issuing a second fund for the time being, but this cannot stop the enthusiasm of investors, and some investors are still willing to visit the company.

The person who came to visit the company today was introduced by Qin Junkai. Qin Junkai was very helpful in raising the first fund locally, and he could not refuse this favor.

It is said to be a visit, but it is actually taking this opportunity to get to know each other and get in touch with Gu Junhao up close. If it is not released now, it does not mean that it will not be released in the future.

You can make friends first, and it will be easier and faster to get in the car when you issue new funds in the future; of course, all of this must be based on the premise that Junshi No. [-] can continue to maintain stable returns.

The face of the capital market changes quite quickly. Maybe you will be abandoned by the market one day without knowing it. This is true for individual investors, funds, and listed companies.

Different from the ease of Gu Junhao, Xu Jianqing and others, Su Mingyu was a little excited at this moment, and opened a position of 260 million yuan at one time, which was the first million-level buy in his life.

Sure enough, Zhongguo CSR, as Su Mingyu had judged, drove high and went high. At the beginning of the market, large orders above the thousand-hand level appeared from time to time, but fortunately, the orders were placed early enough.

苏明宇的5000手筹码在9点32分便顺利成交，成交均价正是他挂的5.18元，而到了9点33分，这个价位的仲国南车已经买不到了。

At 9:33, the stock price of Zhongguo CSR, whose large orders kept flashing, climbed to 5.20 yuan, once again standing on the 40-day line price. Looking at the remaining funds of more than [-] yuan in the account, Su Mingyu did not intend to buy any more.

Direct one-time transfers to personal bank accounts, buying stocks, money is never enough, but what is the reason for earning money, of course it is spent.

I already have 5000 hands of chips in hand, and I don't need the last 40 yuan to make money, but with this 40 yuan, I can buy more figures.

Thinking of this, Su Mingyu is also very happy in his heart; unlike the well-known rich second generation who are addicted to sex and debauchery, Su Mingyu is a two-dimensional otaku through and through, and his only experience of chasing a girl ended without a problem.

The buddies in the same dormitory comforted him in a more unique way: "Two-dimensional does not need women, paper figurines and figures are our partners."

The trading volume of Zhongguo CSR was several times larger than that of Friday, and the stock price also rose steadily along with the quantity and energy. The bullish trend was very obvious. By ten o'clock, the stock price had reached 5.24 yuan.

With such a slow rise in the way of stairs, large purple orders appeared in the intensive trading market, and the stock price of CSR rose steadily, half an hour later at 10:30.

With three large orders of 5.25 hands, the share price of CSR suddenly rose by 5.27 yuan smoothly, and closed at [-] yuan in real time, reporting a new high for the year.

The breakthrough of both volume and price, the price of 5.27 yuan is naturally not the end point. At 11:15, there was another round of intensive heavy volume. CSR set a new high at 5.35 yuan. Up 4.09%.

In the afternoon trading, although CSR fell back somewhat, it finally set a new high for the year and at the same time its share price finally closed at 5.36 yuan, a surge of 4.28%, with a trading volume of 4.44 million yuan.

"It's ok, break through in a large amount; don't be afraid even if it is an adjustment."

Su Mingyu is not used to being a T. As a student, he usually doesn't have the time, so he still sets an expectation for CSR just like Daifuku Technology, and when he reaches that position, he will clear the warehouse.

For CSR's expectation, Su Mingyu set a double price around 10 yuan, double the income of Zhong prefix, which is already very good, and the same stop loss position is also available, that is, it will effectively fall below the stop loss of 4.9 yuan.

The personal positions of the number one client of Junshi No. [-] in Yangcheng rose sharply today, and the funds in Yongcheng performed well despite the rebound of the market today.

The Shanghai Composite Index rebounded sharply today, once again reversing the negative trend of last Friday.The stock index also returned above 2200 points, closing at 2223.33 points, a very interesting number.

Compared with the Shanghai Composite Index, which had a turnover of more than 1400 billion and finally rose by 1.74%, the ChiNext Index today is much inferior, rising 0.29% throughout the day, maintaining the recovery market.

Among the four support positions, Wanan Technology did not surprisingly follow the script of Xiaoyangxian after the previous big drop, and rose 1.11% today, Dongfang Fortune rose 1.74%, and Xibu Securities rose 3.37%.

Yin Zhijie went against the market uniquely, and continued to test downwards. Yin Zhijie, which only traded 3500 million yuan in the whole day, finally closed at 17.18 yuan, down 2.39%.

"Break the 5-day line and go back to the 10-day line. Seeing the situation, we need to continue to adjust." After the market closed, the four also analyzed around Yin Zhijie's K-line.

As the only semi-annual pre-loss stock in the fund's holdings, Yin Zhijie's trend has fluctuated considerably since mid-June, with a three-stage rise and fall. The stock price fluctuated back and forth between 15 yuan and 18 yuan.

At present, it seems that the price of 18 yuan is already a short-term high. If you want to break through this price, you must wait for the reversal of trading volume or other good news.

Judging from the recent trend, Yin Zhijie seems to continue to return to the trend of box shocks, and there are obvious signs of short-term adjustment. Compared with the short-term positive stimulus, Gu Junhao hopes that Yin Zhijie's performance will reverse sooner.

In a short period of time, Yin Zhijie should have no major performance. Judging from the announcement, Yin Zhijie will officially announce its semi-annual financial report on the 19th of this month.

The semi-annual financial report is considered bad news, and it is not bad news when the bad news lands. As for the rest of the good news, we have to wait for Yin Zhijie's major asset restructuring to be approved.

If it is approved, the stock price will take off from then on, if it is rejected, it will be unconditionally cut out.

"Yin Zhijie looks like there should be no changes before the half-year official announcement; how about this, you are allowed not to pay attention to him during this period, don't you still have 200 million funds.

During this period of time, you can use this fund to do your short-term trading dreams. Whether it is a dragon or a worm depends on your own performance. " Gu Junhao stared at Xu Jianqing and smiled.

Xu Jianqing was full of energy, so he couldn't be left idle. This was a rare opportunity for him to try out his stock picking skills and short-term market-watching skills.

"Really? Thank you, boss!" Xu Jianqing, who was a little depressed because he had nothing to do, couldn't wait to agree when he heard this. At some point, Xu Jianqing, a master fisherman, gradually became the king of introversion.

(End of this chapter)