The Road to Rebirth Finance

Chapter 288 2014 Finale (seeking monthly ticket)
Compared with the continuous decline of the small and medium-sized entrepreneurial sector, the Shanghai Composite Index has been getting better and better since the rebound of brokerage firms on Tuesday. It is gradually digesting the previous Yinxian line on December 12 along the five-line position. The trend is unusual. smooth.

Entering Friday, the Shanghai Composite Index continued to stabilize, and once again launched an impact towards 3100 points. The stable trend also allowed the Shanghai Composite Index to finally break through 3100 points smoothly. This week, it closed at 3108.60 points, with a weekly increase of 5.80% .

In terms of sector growth, the brokerage sector continued to maintain a trend of high volatility, and the sector as a whole showed obvious differentiation. For example, small and medium-sized securities firms such as Xibe Securities performed averagely. Relatively speaking, brokerage stocks with a prefix of 6 performed better. .

Xibu Securities fell 0.53% for the week, Huanghe Securities rose 19.14% for the week, and the building decoration sector led by the Chinese prefix performed well. Zhongguo Communication and Construction rose sharply again this week by 39.57%, and Zhongguo Yizhong also rose 11.54%.

On the whole this week, the pattern of the market’s bargaining chip sector has not changed. However, due to the excessive consumption of funds due to the continued rise, and the freezing of six new stock purchases on Friday this week for more than 1.6 yuan, the differentiation between the two markets is also very large. obvious.

The strong are always strong, and the adjustment will continue to be adjusted. This pattern may be difficult to change in the short term. From this point, although there are more than 40 individual stocks with a daily limit this Friday, only 580 individual stocks have risen overall. clearly felt.

Since he received a call from the supervisor last weekend, Gu Junhao also had to say something. This week, he had to temporarily stop the reduction of positions in the series with the Chinese initials, and the intraday T was also controlled within a small range. Inside.

However, benefiting from the sharp rise in stocks, the two Junshi funds this week maintained an upward trend as before, but the growth rate remained within a normal range. The total size of Junshi No. 2 Fund exceeded the 2.12 million mark for the first time. The overall scale has reached more than 5.3013 million yuan, and the net value ratio is [-].

The rise of Junshi No. 14.42 was mainly driven by the rebound of Dongfang Fortune. Dongfang Fortune rebounded by 7.44% this week. In addition, Yinzhijie also had a considerable increase, with a weekly increase of [-]%. The trend is still stronger than Tong Huashun.

The net value of Junshi No. 9.4 Fund this week reached 1.88 million yuan, and the net value was as high as 10. If it were not for regulatory reasons, Gu Junhao was confident that the overall size of Junshi No. to more than [-] billion yuan.

The overall size of the two funds exceeds 10 billion yuan, which can only be regarded as small private equity institutions in future generations, but in 2014, they were able to reach the middle level. Although they are still in a low state, Junshi Capital can also be regarded as It has completely entered the ranks of medium-sized private equity companies.

截止到目前，全国一共登记在册的10至20亿之间的私募证券类型的基金一共78家，20至50亿元之间的为66家，50亿元以上规模的25家。

Since its establishment at the end of May today, Junshi Capital has quickly grown from an unknown small private equity institution to the top 200 in the industry, and its performance is still very impressive.

December 2014, 12, the first day of the winter month in the lunar calendar, is also the winter solstice in the traditional solar terms. This year, due to the leap month, the Chinese New Year will be a month later. In the past, the winter solstice meant the arrival of the twelfth lunar month.

The Chinese New Year is getting closer and closer, and the weather is getting colder and colder. Today's trading is also chilling for investors. The Shanghai and Shenzhen stock markets continue to diverge very seriously. new high.

The most unique scene today is undoubtedly the 18 stocks that were investigated by the China Securities Regulatory Commission last weekend. At the beginning of the opening, these 18 stocks went straight to the limit-down, and some of them even opened with a one-word limit-down trend.

"See, don't underestimate the investigation of the China Securities Regulatory Commission, even if it is a simple inquiry letter, if it is an inquiry about the company's main business, you should pay more attention." Gu Junhao said with a smile, 18 It is not common for stocks to go straight to the limit at the opening of the market.

Last week, Gu Junhao didn't appear in the trading room very often. He mainly dealt with personal affairs. After a week of processing, everything that could be done was basically done. From now until the New Year's Day, Gu Junhao was relatively quiet. The words are relatively light.

Among the three major financial sectors, the sector responsible for maintaining the market today has been replaced by a bank from a brokerage. In addition, coal, electric power and agricultural stocks performed relatively well. These became the biggest driving force for the Shanghai Composite Index to rise in early trading.

The ChiNext Index, after continuously breaking the daily trend, gapped downwards, and then fell all the way down, all the concept sectors fell one after another, and Tong Huashun, who had finished selling hot money, performed very badly in the early trading.

In the past 10 minutes of early trading, Tong Huashun has fallen by more than 8%. Since then, the stock price has remained in the range of 6% to 8% decline, and the decline of the ChiNext Index was once close to the range of 4%.

In the afternoon, with the pullback of the weighted sectors, the Shanghai Composite Index fluctuated and fell, and the performance of the small and medium-sized entrepreneurial sector was similar to the plunge on December 12. The recent eight major concept sectors, including domestic software, sub-new stocks and network security, plummeted across the board.

The ChiNext index once fell by more than 5%, and the daily trend line fell below the 60-day line again. Tong Huashun, who barely maintained a decline of more than 8% in the morning, also dived downward again. At two o'clock, the decline in the Shanghai and Shenzhen stock markets expanded.

There are more and more individual stocks with limit-downs on the market, and individual stocks in the two markets have risen by less than 10%. After 4 minutes, Tong Huashun sealed the limit-down position, and the GEM index maintained a decline of more than [-]%.

Today's sharp drop, Gu Junhao's reaction was unusually calm, not as it was on December 12th;

And now the continuous decline, although the stock index dived from a high platform, but the decline is not too big, today is not a good opportunity to buy the bottom, and if you want to buy the bottom, it is best for the Shanghai Composite Index to pull back to the vicinity of the big drop on December 12 Opportunity.

"I won't buy bottoms today. The GEM index has broken the 60-day line. It can't be adjusted in one or two trading days. Besides, it's almost the new year. Let's be more stable, and we don't need to reduce our existing positions. , Let him fall if he falls, usually, you can maintain it a little bit."

At three o'clock, the trading officially ended. The ChiNext Index fell 4.94% to close at 1517.93 points. The weekly line broke through the 10-day line and the 1500-day line. It fell below [-] points again, and the risk of falling increased.

There are more than 300 limit-down stocks in the Shanghai and Shenzhen stock markets, an increase of more than 12% compared with the limit-down stocks on December 9. Judging from the performance of small and medium-sized enterprises, the market sentiment has changed from unanimous bullishness to severe divergence, and now Today's bearish state.

The stock market plummeted, and bad news naturally came out; after the market closed on December 12, the China Securities Regulatory Commission launched a series of measures such as timely and moderately increasing the supply of new shares to speed up the issuance of new shares. Speeches such as inspections and active implementation of the registration system have put a certain amount of pressure on the stock market.

The central bank's speech on the expected GDP growth of 7.4% this year and 7.1% next year, and the slowdown in economic growth, relatively speaking, have also exerted considerable pressure on the valuation restoration of heavyweight stocks.

The attack of the four major bad news caused the Shanghai and Shenzhen indexes to open lower today. The Shanghai index, which reported a high cross star yesterday, fell sharply by nearly 3% in early trading. At the end of the day, it fell again.

As of the close of the day, the Shanghai Composite Index fell 3.03%, and the ChiNext Index fell again by 1.41% and fell below 1500 points. Since this round of rebound, the Shanghai Composite Index has had two consecutive negative daily levels for the first time.

The GEM index has gone out of the trend of four consecutive negatives, and since the high of 12 reported on December 16, it has fallen by nearly 1674.98 points, which is quite a tragic decline.

Today’s limit-limited stocks have been reduced to 50 stocks except for ST stocks. However, in terms of daily limit stocks, there are only about 10 stocks including sub-new stocks. Yuan mark, closing at 3.56 yuan.

The bearish factors continued on Wednesday, December 12th. Yesterday, it was the underperforming stocks that fell, and today it is the turn of the weight sector. Today, the securities, banking, steel, shipping and railway sectors have become the main force to short the market.

The securities and banking sectors that oscillated and went down throughout the day began to expand at two o'clock in the afternoon. Xibe Securities, which was already in a state of four consecutive negatives on the K line, went straight to the limit from a decline of more than 5%. General securities.

However, the GEM index and small and medium-sized entrepreneurial stocks, which have plummeted continuously today, have performed relatively stably, and have not been affected by the sharp drop in the weighted stocks on the main board. Currently, Ruyin Zhijie and others remain in the red market.

The brokerage sector as a whole fell by more than 6%. Hibe Securities’ daily line was adjusted below the 20-day line, which is still a long way from the 60-day line, while the weekly line has been adjusted to the weekly [-]-day line. The trend of Huanghe Securities is also similar.

A big drop within a day is already a good short-term opportunity to buy bottoms. You can’t sell in large sums, but it is definitely okay to buy heavyweight stocks in large sums; quite large purchases also have a certain effect on the stability of the index. effect.

Gu Junhao said to Liu Tingting and Cao Wenxun without hesitation: "It's almost ready to buy, let's add back what the two brokerages sold before. Xibu Securities increased their positions to 2 lots, and Huanghe Securities increased their positions to 18 lots. There are not many cover orders, you can set the price higher and buy as quickly as possible.”

If the two brokerages are full again, only Yin Zhijie's position has not returned to the original position. This is not urgent, and the amount of 3000 lots can be easily bought. In the last few days of this month, I will find an opportunity to re-buy Just enter.

The other is his Tong Huashun. Before entering 2015, Gu Junhao will definitely buy back his original position again. No matter how he enters 2015, the position must be guaranteed.

Following Gu Junhao's order, Liu Tingting and Cao Wenxun quickly bought all the chips they needed regardless of the cost. Liu Tingting bought 26.50 lots of Xibu Securities at an average price of 1 yuan, while Cao Wenxun bought 15 lots of Xibu Securities at an average price of 8 yuan. Buy [-] lots of Huanghe Securities at an average price of [-] yuan.

With the purchase of large sums of money, these two stocks also rose from the limit-down board. Xibu Securities rebounded sharply, and the decline narrowed to 6.20% in late trading. The stock price was reported at 27.21 yuan. Falling back, the stock price was reported at 14.86 yuan, down 9%.

The Shanghai Composite Index has three consecutive negative days, and today it closed at 3787 points with a trading volume of 2972.53 billion yuan, a drop of 1.98%. In the intraday session, the Shanghai Composite Index once fell by more than 3%, and the rebound of nearly 1% undoubtedly came from the large Part of the brokerage stocks opened.

On Christmas Day in the West, which coincides with Thursday, the well-adjusted large financial sector did not hold back the market any longer, while the small and medium-sized entrepreneurial sector, which has experienced a relatively poor decline, also has the need for adjustment. Both Shanghai and Shenzhen stock markets finally received red on this day , Let shareholders have a happy holiday.

On Friday, the Shanghai and Shenzhen stock markets continued to rebound, and both ended in red; after today’s market closed, Gu Junhao did not choose to announce the net worth of the two funds. The reason given was that there were only three trading days before the end of this month and this year. There is no need to republish.

The net worth of private equity funds is released on a voluntary basis. Today, there are also many private equity funds that do not choose to announce their performance. The reasons given are similar to those of Gu Junhao.

There are only three trading days until the end of the year. Whether it is a public offering or a private placement, it is a relatively busy category. The same is true for Junshi Capital. On the last weekend of December, Junshi Capital also ushered in a big event.

When the second fund was released, the site that was expanded and rented was successfully delivered after decoration. The newly rented site is located on the same floor as the current office area and will be exclusively used by the Fund Business Department in the future.

The reorganized fund business department is also proceeding in an orderly manner this month. After the new year's day holiday, all the staff of the fund business department, including Xu Jianqing and others, will be relocated to the new office area.

Up to now, Junshi Capital has monopolized all the office areas on the current floor. The office area of ​​more than 500 square meters is also very impressive in terms of scale. It already has the appearance of a medium-sized private equity company.

In the next three trading days, Gu Junhao did not go to the trading room again. At present, except for the 3000 hands of Yin Zhijie that have not been bought back, the other positions of the two funds have been fully filled according to their individual stock holding conditions.

For the 3000 lots of Yin Zhijie, Gu Junhao has also told Wang Ruoyu to buy it at the right time within the next three trading days. The specific buying time and price can be determined by him.

On the 29th, the Shanghai Stock Exchange Index, which rebounded continuously in the last two trading days of last week, jumped up again today and opened at 3212.56 points. The weight market was once again interpreted to the extreme.

The weight market has been deduced to the extreme, and the rise of two barrels of oil has led to a very serious market split between 500 and [-]. Heavyweight stocks have soared, and the performance of small and medium-cap stocks has been very sluggish. Only more than [-] stocks in the market have achieved gains.

Tong Huashun, who rebounded fairly well after the limit-down last week, followed the small and medium-sized innovation sector to open lower and move lower, and finally fell 7.82% throughout the day, and the stock price returned to around 50 yuan, at 50.33 yuan.

This made Gu Junhao, who was planning to buy today, a little surprised. It seems that his memory is not wrong, and he really has a chance to buy Tong Huashun again under 50 yuan. Calculated in this way, in more than half a month, he can do one every day. The stock income is close to the big T of about 20 yuan.

So Gu Junhao also decided to wait another day to see, anyway, there are still two days, so it is completely in time.

On December 12, the Shanghai and Shenzhen stock markets opened slightly lower, and Tong Huashun gapped down to open at a price of 30 yuan at the same time, and the stock price fell by 49.85%.

"Hey, it's really here. It depends on the performance of the weight today. If it still rises like yesterday, the stocks of small and medium-sized ventures will fall again today." Gu Junhao laughed.

"Boss, do you want to buy stocks?" Seeing Gu Junhao staring at the computer screen, Li Xinyu smiled and asked curiously. With the stock market soaring, she also wanted to buy some stocks.

Every time the boss buys stocks privately, he will do it in his office. Li Xinyu is aware of this. Recently, he hasn't seen Gu Junhao make a move, so he thought he wouldn't buy it.

"Yeah, I'm going to buy some more stocks today and buy back the ones I sold earlier." Gu Junhao said without hesitation.

"Then can I buy some from you?" Li Xinyu said cautiously. If you follow the boss to buy, the probability of losing money is relatively small.

"Okay, I will tell you when I buy it later, or you can give me your account, and I can help you operate it later." Gu Junhao said with a smile, it is still possible to give his little assistant this little benefit.

In the past six months, Li Xinyu's work attitude and learning ability have been very good. In addition to helping Gu Junhao manage the company and personal social accounts, she has made great contributions to the company's public relations.

And whenever Gu Junhao was in the trading room, Li Xinyu helped with a lot of work, and there were no major mistakes in these; so Gu Junhao was quite satisfied with this assistant.

"That's great, then I thank you, I will give you the account." Li Xinyu said happily.

"Don't leave yours. It's usually yours. It's you who asks me for help. It's too fast for you to change your face."

"Hey, of course you have to have the attitude of asking for help when you ask for help, right?"

"Go, go, go to work, don't delay me watching the market." Then, Gu Junhao logged into Li Xinyu's account again, took a look at the only 5 yuan in it, and couldn't help complaining: "Where's your money? It's just that little ? Your salary is not low."

"Oh, it's spent. This is the last time I rushed in to buy stocks, but I didn't buy them when I encountered a big drop. Otherwise, the money would have been spent."

"Okay, 5 is 5. You can buy 1000 shares, that's fine." Gu Junhao said speechlessly. As Gu Junhao's assistant, Li Xinyu's salary is still quite high, basically reaching Liu Tingting's salary. File, this is too expensive.

As the stock market progressed while the two were chatting, the weighted sector unsurprisingly rose sharply again, and the banking sector performed very well. Zhongxin Bank rushed to near the daily limit in early trading.

Not surprisingly, the stocks of small and medium-sized ventures fell wildly. At 9:55, Tonghuashun’s share price was reported at 47.01 yuan, a drop of as much as 6.60%. %, the other 10 bank stocks rose by more than 4%.

Tong Huashun showed no signs of rebounding. After 10:30, the stock price fell again. Within 10 minutes, the drop reached 3%. The stock price reported at 45.83 yuan, a drop of 8.94%.

"It's almost there. You have to buy a lot. Even if it's the lower limit, you can't get it all at the lower limit position. You can place an order to buy it." Gu Junhao muttered.

But before buying, she first bought 1000 shares of Li Xinyu, the average transaction price was 45.86 yuan, and the buying chips were very small, so she settled this first, so as not to be distracted and forget.

Li Xinyu's 1000 shares were traded quickly, and then Gu Junhao split the pending orders at a price around 46 yuan, buying a total of 1.55 lots. Gu Junhao, who suffered from OCD again, decided not to look at the original 1.55 lots of chips , just increased the total holding chips to 1.6 hands.

Facts have proved that the trend of Tonghuashun is weaker. Gu Junhao’s pending order of 46 yuan still seems a bit high. Tonghuashun fluctuated downward throughout the day, and the price was briefly lowered at 11:06 in the intraday, and the price remained at 45.75 yuan throughout the day. It fluctuated to 46.57 yuan, and its performance was extremely sluggish.

In the end, Tong Huashun reported a drop of 45.93% at a price of 8 yuan, and ended today's transaction with a turnover of 74 million yuan throughout the day. Gu Junhao's chips were also bought smoothly. The average transaction price was around 7.18 yuan. Consumption of funds 45.90 million yuan.

Calculated in this way, Gu Junhao has a total surplus of 2590 million yuan in this round of swing market, which can completely cover his debts except for the securities company financing me, which is quite perfect.

On December 12st, Wednesday, the last day of A-share trading in 31, Gu Junhao did not show up at the company on this day, nor did he look at the stocks. Instead, he made adjustments and prepared for tomorrow's engagement banquet.

Zhang Yiru's parents and Aunt Huang have already arrived at Beicang ahead of schedule, and are planning to live in Gu Junhao's place today, and the five of them are preparing for tomorrow together; speaking of it, as the date approaches, Gu Junhao is still a little nervous, which is much more difficult than stock trading up.

The closing battle in 2014 is also in full swing. After trading all day, the Shanghai stock index closed at 3234.68 points, an increase of 1118.7 points for the whole year, an increase of 52.87%.

The Shenzhen Component Index rose by 2892.83 points, or 35.61%, and the ChiNext Index also rose by 12.82%, closing at 1674.98 points after creating a historical high of 1471.76 points for the year.

Although the GEM is in an upward trend throughout the year, the performance of the three consecutive negatives in the last three weeks still caused heavy losses to shareholders. The 0.80% increase in the last trading day was only a little comfort to the market.

Tong Huashun fell another 1.24% today, and the stock price was reported at 45.36 yuan. The stock price dropped to a minimum of 44.58 yuan throughout the day, and the trading volume narrowed to 3.58 million yuan.

The shares that Gu Junhao bought yesterday are in a state of insignificance in terms of their cost today, and the same is true for Li Xinyu's 1000 shares.

Tong Huashun, which fell 16.92% this week, has performed quite well throughout the year. Without counting the share split and ex-rights, Tong Huashun rose as high as 90.99% throughout the year, and the annual amplitude was as high as 249.01% .

Looking at the performance after the share split, Tong Huashun’s share price rose by as much as 360.76% throughout the year, which also made Tong Huashun ranked sixth among the top ten bull stocks in 2014.

During this year, Tong Huashun became the nobleman of countless stockholders, and also made countless stockholders beat their chests.

　The end of 2014, next is 2015, ask for a monthly ticket~~

　　
　
(End of this chapter)