The Road to Rebirth Finance

Chapter 383 April Is Your Lie
Some people are entangled, and some people just sit back and relax, especially the first batch of funds entering the market, seeing the sharp increase in the income of this Junshi No. [-], is even more contented.

In fact, it is also easy to understand. After all, several billions of funds for building a warehouse are different from tens of millions and hundreds of millions of funds. Closed warehouse building period?

After figuring this out, everyone is relieved. Even if it is currently a bear market stage and no better fund can be found, if Junshi No. [-] is still following Gu Junhao's operating ideas, then just lie down.

However, there are still many customers who decide to redeem. What Xu Jianqing said is the general psychology of many investors. Whether it is buying funds or stocks, people who have been following them for a long time will not be able to get the last one. kind.

In many cases, it is often the kind of people who are normal-minded after buying and don't pay much attention to the end. The reason is nothing more than worrying about gains and losses.

On Friday, April 4st, the second quarter market officially started.

If the A-share market is to discuss which month is the most dangerous, in Gu Junhao's understanding, April must be the most dangerous month; after the end of the two sessions, policy adjustments, annual reports and quarterly reports are thundering, and the rise in the first quarter is too high. Stocks need adjustments.

These are very unfavorable to the market trend in April. Many times in the previous life, in April, Gu Junhao's positions were very light, just to avoid stepping on a thunder accidentally.

Gu Junhao didn't dare to enter the position until the end of April, when the thunder was about to explode.

The increase in March was not bad, but in the monkey market in the year of the monkey, Gu Junhao knew that this ups and downs would continue throughout the year, or that the Shanghai and Shenzhen stock markets that were not adjusted in March would be adjusted in April.

However, this is also good, Junshi Investment can just adjust positions and exchange shares, and realize the ups and downs of positions. Although the stock market is jumping up and down, the overall risk is not much.

Today, there is another large fund account. Affected by the frequent attention on weekends, Junshi Investment has ushered in a small peak of subscription since the resumption of trading. The subscription funds have increased significantly compared with the previous trading days.

However, the power of fans will eventually be exhausted. Although it is a small peak, there is no more than 10 million in a single day. However, as of today, the overall scale of Junshi Investment has approached [-] billion yuan.

A public offering fund with a scale of 10 billion is no longer considered a small fund. Liu Tingting and a few traders are still very excited, especially Liu Mengmeng, who became a trader for the first time and was able to get in touch with larger-scale fund products.

Looking at the beaming four people, Gu Junhao didn't say anything to dampen morale, so just apply for the purchase. At present, most of the heavyweight stocks are a few banks. Even during the down cycle, when the market is bad, the decline will not be very big big.

In the overall market this year, the probability of a stock market crash is very small, and at most it will be a lifeless adjustment. Even if the funds reach a certain scale, Junshi Investment should be able to survive.

In early trading, the Shanghai Composite Index opened slightly lower and broke through 3000 points. Afterwards, it began to adjust in a shocking manner. The index went lower and lower. By the end of the afternoon, the Shanghai Composite Index had fallen by more than 1.5%.

During this process, Gu Junhao also asked several traders to add their positions to the five heavyweight stocks in batches. As for the first batch of eight sub-new stocks and Vian Technology and Dingtai New Materials.

The positions of these stocks have all satisfied Gu Junhao's position setting mode, reaching the set full position, and the eight sub-new stocks still have a total holding cost of 1.6 million yuan.

As for Wanan Technology and Dingtai New Materials, the positions of these two stocks are slightly larger. Among them, the cost of holding positions in Wanan Technology is about 6000 million yuan, and the cost is about 15 yuan, with a position of 4 lots.

Wanan Technology, which is currently hyping the concept of unmanned driving, is still the same as in the previous life. The hot money of the Yongcheng department and the hot money of the Hangzhou department have relayed the rise. Since its launch on March 3, the stock price has risen to the current 17 yuan.

The reason why the cost of holding positions is so high is obviously that T has been done in the market. Wanan Technology has been quite active recently. After increasing the position to a certain position in the early stage, Gu Junhao will definitely not remain indifferent. It is normal for those who participated in it to do T.

As for Dingtai New Materials, the current holdings are 2.3 lots. The cost of this stock cannot be reduced. The recent trend has been going up all the way, and it is obviously in the stage of abnormal changes. In addition, the daily trading volume is not large. Gu Junhao dare not Do T, only dare to buy.

The 2.3 lots of positions were added slowly over several consecutive trading days since the resumption of trading. In the next few trading days, Gu Junhao kept traders buying at several million yuan every day, and the cost was also low. As high as 25.2 yuan, a total of nearly 5800 million yuan was spent.

At the close of trading at noon today, Dingtai New Material’s stock price was reported at 27.05 yuan, down 2.28% within the day. Since the end of January this year, Dingtai New Material has risen from around 18 yuan to around 27 yuan now, and the increase is also around 50%.

In the past two months of trading, Dingtai New Materials has a lot of small positive lines, but there are few days of big rises. Except for the increase of more than 1% on January 29 and February 2, the rest of the big rises do not exceed 2%.

In the past two months, the several trading days of the decline and correction have been extremely fierce. Every time it seems that the trend is about to break the position, and then use a few trading days to pull it up. This is a very obvious trend of attracting funds.

If it does not have the memory of the previous life, it is difficult for such an unusually low-key stock to be noticed. In fact, in today's market, Dingtai New Materials has received very little attention. It is very rubbish, the increase is not attractive enough, and the activity is also at the end of the market.

Who would have thought that such a stock would soar into the sky?In his previous life, Gu Junhao remembered that the backdoor of Longtou Express this time was very low-key. When Dingtai New Material released its annual report, the number of shareholders in it was less than 7000.

With a share capital of close to 1.2 million, the total number of shareholders at the time of the backdoor was less than 7000, with an average shareholding of nearly 2 shares per person, and among them, as much as 42.9% of the share capital was in the hands of actual controllers. It is conceivable that among them There are so few retail investors who can eat this big piece of meat.

However, Huijin was not included. I remembered that Huijin appeared in the list of the top ten tradable shareholders in my previous life. I don’t know how they valued this company at that time. This company did not meet the pre-conditions for bailout at that time.

Based on Gu Junhao's current share capital, it has already reached 1.92% of his total share capital. Maybe this time, compared with his previous life, more leeks should be washed out, and the total number of shareholders will be even smaller.

Of course, it is also possible that other shareholders’ holding chips will further decline, especially those funds announced in the third quarter report. Due to position considerations, the probability of fund exit will be greater.

Judging from the third quarter report of last year, Huijin entered in the third quarter, that is, when the stock market crashed, and it should be in a locked state at present. Set conditions.

After several rounds of stock market crashes, many individual stocks of the national team have been locked up. However, in a state of lock-up, the national team will not do anything. Instead, those stocks that are profitable will gradually withdraw.

In the afternoon, the Shanghai Composite Index stopped falling and rebounded. Banks, non-ferrous metals, coal and other heavyweight sectors played a role in protecting the market. The index continued to rise, and the Shanghai Composite Index stepped out of the deep V market.

"Hey, it's time to pull coal again. It seems that the rebound position will not be too high." Looking at the coal, the steel has been pulled up one after another, and Gu Junhao also knows that the good times will come to an end.

"Yeah, every time coal and steel sectors are pulled, it means that there is nothing to pull, and basically the market is coming to an end." Liu Tingting also responded.

"This month is a test for us. After you get off work for a while, you can inform the public relations department to stop the publicity of Junshi Investment. There is no need to waste money."

"Okay, no problem, but when will we announce our position in the first quarter?"

"Let's procrastinate, let's procrastinate until April 4, after the market close. Anyway, we have a reason to procrastinate until then. We are new to taking over the fund, and things are quite busy."

Afterwards, Gu Junhao went on to say: "From tomorrow to April 4th, when the index starts to adjust, it will slowly reduce its position in new stocks and Wan'an Technology, especially Wan'an Technology, whose stock price has risen relatively It’s too big, this wave should be cleared around 15 yuan.”

As for why it is around 28 yuan, of course it is a number in memory. Gu Junhao in his previous life remembered that Wanan Technology’s stock price in this round was only around 30 yuan, and the subsequent second round of stock price reached around 34 yuan, and then it was realized. The accuser's high-level reduction and reduction announcement was issued.

Since then, the stock price has plummeted.

One of the actual controllers of Wanan Technology, the company's shareholders and directors reduced their shareholdings quickly, accurately, and relentlessly. He reduced his share price to 27% through a block transaction at around 4.99 yuan at one time.

It is no longer a shareholder with a shareholding ratio of more than 5%, and there is no need to make an announcement after the reduction of shareholding. As for the company's executives, it is simple, just resign, and the cashed out part is enough for several generations. .

In the past life and present life, I have been engaged in stock trading for many years. There are not many major shareholder changes and shareholding reductions that can impress Gu Junhao, but Gu Junhao is deeply impressed by Wanan Technology's shareholding reduction.

It is impossible to sell all of them at one time. In this case, the position will drop too obviously, which is not conducive to the continuity of building positions; in fact, in April, Junshi Investment can start to build positions in liquor stocks. up.

However, Gu Junhao still has some concerns about the adjustment of the market, not to mention that the overall increase of liquor stocks in March is relatively large, so Gu Junhao is not so eager to build a position.

In this round of opening positions, it is expected to buy ten liquor stocks, covering first- and second-tier domestic brands. These targets have been handed over to Liu Tingting for analysis. The specific time to open positions will depend on the specific situation.

After the market closed, Gu Junhao went to Junshi No. [-] to take a look. Junshi No. [-] officially opened the redemption channel after the market closed yesterday. Gu Junhao wanted to know the specific redemption situation.

When they came to the private equity trading room, Wang Ruoyu and others were having today's after-hours meeting. Xu Jianqing was also listening and expressing his opinions by the way. Seeing Gu Junhao coming in, they got up one after another.

Unlike the period when Gu Junhao managed Junshi No. [-], he fished for three days and posted on the net for two days, and sometimes he didn’t come for several days. Naturally, the after-hours meeting also came and went. Wang Ruoyu still paid more attention to the after-hours meeting .

Don't think that you can rest easy if you choose a target. It is only the ability of the fund manager to formulate specific trading strategies based on the market conditions, which will seriously affect personal performance.

"No, you guys talk about yours. Let me see how the redemption is going. Ruoyu come over here." Gu Junhao said with a smile.

When Wang Ruoyu heard the words, she suspended the work of her subordinates, let everyone play freely, resume the game, and walked to the sofa where Gu Junhao was.

After Wang Ruoyu sat down, Gu Junhao asked with a smile, "How is Manager Wang doing this past month? Are you getting used to it? Did you brag about your performance yesterday?"

"Boss, don't make fun of me. I don't have any performance to speak of. It's okay if I adapt. It's been more than a month and I should adapt no matter what." Wang Ruoyu said with a wry smile.

"Well, just get used to it. Take your time and work steadily. Through this fund, you can accumulate certain performance experience and network resources, which will help you in your future working environment. You don't have to spend time in the trading room every day." Gu Junhao nodded. Headway.

Although Gu Junhao has hardly appeared on Junshi No. [-]'s side in the past month, but the attention on this side has not diminished. Naturally, he knows that Wang Ruoyu spends almost every day in the trading room.

"Okay, I got it, but it's still a little early to accumulate contacts. No one believes me. Every time I deal with some clients of Junshi No. [-], everyone will mention the boss more." Wang Ruoyu nodded.

"That's for sure. Isn't our first fund very difficult? I have to accompany you to attract clients. When you make achievements, everyone will naturally believe in you. You can't see it in the first month. It will take a long time."

"Okay, I understand, thank you boss, but you let me accumulate contacts by myself at this time, so you won't be afraid that I will change my mind." Wang Ruoyu, who was relaxed, also teased.

"Why change your mind? If you are determined to stand on your own and make achievements, it must be a good thing. Who doesn't want to make progress? I will definitely invest in you when the time comes." Gu Junhao said indifferently.

"Then what if I change jobs?" Wang Ruoyu said with a smile again.

"Haha, I'm not humble enough to say that in the entire fund circle, no matter where you jump to, there is no room for such a good development in Junshi Capital. With your current qualifications, it is enough to get an assistant like Tingting in the company that you jumped to. Not bad." Gu Junhao laughed loudly.

If Wang Ruoyu can talk about this topic face to face, he definitely doesn't have such thoughts. Both Wang Ruoyu himself and Gu Junhao know this, which means that he hasn't drifted away yet.

But so what?Gu Junhao is starting a company, looking for employees, not marrying a wife. It's very normal for the employees under him to have other considerations. As long as it doesn't harm the interests of the company, it doesn't matter.

"Hey, let's not talk about this. The boss wants to know about the redemption situation. From yesterday to today's close, there are indeed quite a few people who redeemed, but the overall funds have not changed much. They are all redeemed by some small customers."

"Well, how much was redeemed?" Gu Junhao nodded.

"It's about 1.5 million. The specific data is still changing, and it hasn't been counted yet. I will give you the statistics after the seven-day redemption period expires."

"Well, okay, 1.5 million is not too much. It seems that everyone's mood is relatively stable, and the reluctance to sell is still obvious. It should gradually decrease in the next few days."

"I think so too. The first day is usually the peak period. I estimate the overall redemption volume to be around 5 million. The fund size has not changed much."

The big players are smart, there are not many good opportunities to make money in the secondary market, and the money they have in the primary market is not enough to look at, and they may be cheated.

What do you do after you sell it? Maybe it will be posted upside down again. After you sell it, you have to wait until the end of the year to have a chance to come in.

Even if it is transferred to Junzheng Investment, which is operated by Gu Junhao himself, an account can only buy up to 200 million yuan each, and the daily limit is 10 yuan. After buying the redeemed amount, the day lily will be cold.

"Well, that's it. There's nothing else. I won't interfere with the specific operation. Just pay attention to it yourself. I'll go first."

Coming and going quickly, Gu Junhao sat in the trading room for less than 20 minutes, then left in a hurry, returned to his office, and left the company after briefly handling business affairs.

At 07:30 in the evening, Gu Junhao, who had already finished his dinner, was walking hand in hand with Zhang Yiru on the street; at this moment, the cell phone in his pocket rang.

He took out the phone and saw that it was Liu Tingting calling. Is there anything urgent to call so late?Gu Junhao pressed the hands-free button with some doubts.

The fruit phone is this kind of rubbish. The quality of the call is very poor. If you don't wear headphones or press the speakerphone, it is really difficult to hear clearly, especially on the street.

As soon as the call was turned on, Liu Tingting's voice came from the microphone: "Boss, Dingtai New Materials announced that it has suspended trading."

Hearing this, Gu Junhao was taken aback for a moment, and finally came!It's just that I didn't expect it to be today. The date was really interesting.

If it weren't for knowing that Liu Tingting would not joke about work, Gu Junhao would have designated him as an April Fool's Day joke.

"Oh, okay, I got it, let's do it according to the normal rhythm." Gu Junhao said calmly.

No need to read the announcement, Gu Junhao also knew the specific reason for the suspension.

"What's the matter, are you busy with work? How about we go back?" Zhang Yiru, who was beside her, also recognized Liu Tingting's voice, so she said.

"No, it's not a big deal. As soon as the support position was suspended, I stopped several of them." After putting away the phone, Gu Junhao said with a smile.

Trading is suspended, and Zhang Yiru doesn't trade in stocks. Besides, in two weeks at most, the fund positions of Junshi Investment will be announced. This is not a big news.

"Okay then, let's go to the barbecue shop in front to buy two skewers of mutton skewers and eat them as we go!" Hearing what Gu Junhao said, Zhang Yiru didn't care anymore.

"I can't eat, I haven't digested the dinner yet!" Gu Junhao said with some distress, every time he passed by that XJ barbecue restaurant, Zhang Yiru likes to buy a bunch of mutton skewers and eat them while walking.

Although the boss is very enthusiastic and doesn't care how much you buy, it's somewhat embarrassing to buy a skewer, so every time Gu Junhao follows suit and buys one for himself.

No matter what, two look better than one, which can be regarded as a kind of psychological comfort.

"Then buy a bunch, I'll eat, let's go!"

"All right!"

　The big chapter of more than 5000 words is more than 1 words today.

　　
　
(End of this chapter)