Rebirth of the investment era

"Huaguo Petrochemical's mixed-ownership reform is suspended?"

Looking at the trading suspension announcement issued by Huaguo Petrochemical, Li Meng said in surprise: "Su Yu, this is the triggering incident you mentioned, the opportunity for the main line of the 'state-owned enterprise reform' market to explode, right?"

Su Yu pondered for a while and said: "Whether it is true or not depends on how the market reacts tomorrow. The so-called triggering event of the main line of the market must resonate with market sentiment and the intentions of the main funds in order to drive the market. Otherwise... …It’s 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 also have a very positive effect on the market. After all, Huaguo Petrochemical is a core blue-chip stock in the market, and its ability to take the lead in mixed-ownership reform proves that the next 'state-owned enterprise reform' will surely set off a big wave."

“With this expectation, the market’s ‘state-owned enterprise reform’ line will always rise.”

"As the saying goes, 'A leaf can tell the autumn'. Smart investors should be able to read a lot of useful things from Huaguo Petrochemical's announcement."

"Yes!" Li Meng nodded, "Looking at the market's discussion on Huaguo Petrochemical's announcement, tomorrow's market situation should still be worth looking forward to. That is, the market's current turnover and liquidity problems are really worrying. I'm afraid It is an active speculation fund that cannot move the large-cap stocks of state-owned enterprises in the direction of the main board."

Su Yu smiled and said: "This is inevitable, so... the market will naturally not change overnight. After the curtain rises on a scene, it will only be a warm-up at the beginning, not a climax."

"Then let's..." Li Meng paused and asked.

Su Yu thought for a while and said: "The current holding levels of our two funds are not low. Let's observe and observe first. Don't rush into the market with the last 30% of available funds."

In Su Yu's opinion...

Although the market has shrunk to less than 50 billion, the mood has reached freezing point.

But the final drop is still missing.

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

"Okay!" Li Meng responded.

Immediately afterwards, he turned around and continued to browse the stock forums on the Internet where major retail investor groups gathered to discuss their ideas and long-short views, in order to judge the market's retail investor sentiment.

I saw this moment on major stock forums.

Although the majority of retail investors expressed surprise at the news of Huaguo Petrochemical's suspension of trading and mixed-ownership reform, the discussion has not reached a fever pitch, and few people have mentioned the topic of 'state-owned enterprise reform' at the moment. , the most discussed stocks are still related to the popular stocks in the two main directions of 'mobile Internet' and 'smartphone industry chain', led by the small and medium-sized board and the GEM.

Especially recently, as 'Yuhang Investment' and 'Zexi Investment' have participated in the private placement plan, the stock price has been rising steadily. Lixun Precision, which has continued to strengthen despite the trend, has become a core hot stock discussed by the majority of retail investors. Those who are optimistic about it, There are countless people with heavy positions.

As for the topic of motherboard direction...

Whether it is the popularity of individual stocks or the popularity of sectors, they are far less than those of the small and medium-sized boards and the GEM.

This shows that the current focus of retail investors' attention and emotional enthusiasm in the market is still focused on the small and medium-sized boards and GEM boards that mainly focus on emerging industries.

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

After understanding the opinions of retail investors on major forums, Li Meng visited major financial media websites and learned about the opinions of major financial influencers, major analysts and chief investment consultants of domestic financial institutions, and found that These people are still brainless and talk too much about investment opportunities.

However, let’s look at the average holdings of major domestic public funds.

Only then did I discover that these institutional groups that have been bullish all the way do not have high position levels.

"Hey... they are all people who don't mean what they say." After browsing the overall market news and the average holding level of public funds, Li Meng couldn't help but sigh, "The market is plummeting, plummeting all the way, these institutional analysts They sang bullish all the way and kept shouting about investment opportunities, but they didn’t buy it.”

Su Yu chuckled and said: "Isn't this normal? It's normal to be long and short. They can be honest with their bodies, but they can't be honest with their mouths. After all, when the regulatory authorities have been hoping that the stock market will get better, they really call short. , that will be settled by Queen Qiu."

"Moreover..."

Su Yu paused and continued: "During the extreme market downturn, 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 were affected by the continued decline in investor confidence. , are also being redeemed continuously, and the scale continues to decrease with the market decline. At this time... it would be strange if everyone dares to take positions."

"This thing about market sentiment..."

Su Yu couldn't help but sigh when he thought of this: "The lower you are at the bottom, the more fearful you are; the higher you are, the more greedy you are. The historical cycle repeats itself, and it will never change."

"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. He couldn't help but take out his mobile phone and looked at it. He saw that it was Lin Antu's call. He couldn't help but answer the call and asked: "Director Lin, what's the matter?"

"The news is out!" Lin Antu said on the phone, "The one named Ni has gone up, the one named Hu is staying put, and the original boss of the Chen family has been detained for processing."

"Oh!" Seeing this, Su Yu couldn't help but smile and said, "It seems that guy Yang Hao won the bet!"

Lin Antu responded, and then said: "Also, Mr. Su... the matter of the development of the 'Qianjiang New District' has basically been settled. I heard that the city and province have submitted it to the State Council for approval. It is official The documents and news should be out soon."

"Okay, I understand." Su Yu said, "Thank you for your hard work, Director Lin."

After saying that, Su Yu hung up the phone.

"What's wrong?" Li Meng saw the bright light in Su Yu's eyes and couldn't help but ask, "What's the good news?"

Su Yu smiled and said: "The east wind of the real estate industry is coming, and... the piece of land I bought before should be put to an important use."

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

With such a big piece of cake, Su Yu believed that Pengyuan Real Estate and Kumho Group, the leading real estate companies in Yuhang, would compete fiercely and make fools of themselves.

And this time...

The piece of land in his hand that belongs to the 'Ancai Paper Industry' is probably going to become a rare commodity!

In addition, converting industrial land to commercial land will not be difficult after the official documents for the development of the ‘Qianjiang New Area’ are issued.

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

"A east wind for the real estate industry?" Li Meng was stunned for a moment and said, "Is there any favorable macro policy direction? Lower loan interest rates and further loosening of purchase restrictions?"

"That's not true." Su Yu said, "But overall, various home purchase conditions are definitely becoming more and more relaxed. In fact, it does not mean that all kinds of immediate favorable incentives are necessary. As long as the market's expected direction is changing, then That’s enough, after all, the primary condition for investment is expectations, not good news, which only serves as a catalyst for expected changes.”

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

In the past, she felt that the house price of nearly 20,000 yuan in the core area of ​​Yuhang was already out of reach.

However, after making a horizontal comparison and carefully studying the real estate industry and the domestic economic structure, she discovered that there may still be huge room for improvement in housing prices in first- and second-tier cities as the population continues to flow in and urbanization continues to deepen. At least...she thinks that if the policy is fully relaxed and various purchase restrictions are relaxed, and the macro monetary policy turns slightly, the market will still have strong demand.

Moreover, thanks to the company giving her millions in bonuses.

She can now satisfy her desires and buy houses in the core area of ​​Yuhang at will.

"Yes!" Su Yu said with a smile, "Although the response to housing prices has a certain lag in policy direction, now that market expectations have turned, 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 demand potential in first- and second-tier cities with a continuous net inflow of population is still huge, so... it is inevitable that housing prices will rise, and it is really appropriate to buy at this time."

"Then another day... come with me to see it!" Li Meng said.

Su Yu responded with a smile: "Okay, when the time comes, I will 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 10pm unknowingly.

They just took a shower and went to sleep.

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

"Hey! Mr. Su, you get news quickly enough." Yang Hao saw the text message sent by Su Yu and replied, "Are you free tomorrow night? Let's have dinner together. What do you think about the land in your hand? Give it to me Let’s set a price!”

"I'm afraid you can't afford the price!" Su Yu replied, "If you can come up with 1 billion in cash, I'll sell you the land. How about it?"

When Yang Hao heard Su Yu asking for 1 billion, he was shocked and said, "Damn it, you're robbing money!"

"For almost 250,000 square meters of land, it costs you 1 billion. Isn't that too much?" Su Yu said, "On average, the floor price of 4,000 yuan is cheap enough for you."

"That's industrial land..." Yang Hao bargained.

"Do you think that based on some of the current news, converting industry into commerce is still a problem?" Su Yu said, "Maybe it won't be long before that area of ​​planning will naturally become a commercial development area."

Yang Hao was silent for a long time and responded: "You made 10 times the profit just by changing hands. That's so cruel!"

"It's not a matter of how much money I make." Su Yu said, "Originally I bought it and built the factory slowly. Who knew, things developed so suddenly. Now that this land is worth this value, I can't sell it at a low price. ?”

"Okay!" Yang Hao replied, "You are awesome, but let alone 1 billion in cash, I can't come up with 100 million in cash. I want to ask you whether you accept the share acquisition. If you accept, I Come and promote the group’s board of directors and shareholders’ meeting resolutions, and find ways for the group to issue additional shares and acquire the land in your hand.”

Su Yu knew what he had in mind and replied: "If the value of the shares is exchanged, it won't be at this price."

"Just tell me, how much do you want?" Yang Hao asked, "We are friends after all. Don't overdo it. Give me a price that I can negotiate with the old guys in the group."

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

Yang Hao was shocked: "1.2 billion? Mr. Su... you are still ruthless!"

Su Yu replied: "You are not required to pay for the fixed increase of shares, so there is no need for you to make a fuss, right? But...if you want this land, I'm afraid you have to hurry up. After all, I can't guarantee that Pengyuan Real Estate will be safe." My family won’t be tempted, if they offer 1.3 billion or 1.4 billion, I can’t bear it.”

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

Su Yu smiled and replied: "Who said I am lucky? But for you, this is also a good thing, isn't it? At least you have leverage to control Kumho Group again."

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

After speaking, Yang Hao put down his mobile phone, with a look of excitement on his face. Next to Yang Hao, Su Yuying asked anxiously: "How is it? Did he agree?"

"Agreed!" Yang Hao nodded, "Don't worry, aunt, as long as the documents for the development of the 'Qianjiang New District' are officially released, the piece of 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 compete, especially Pengyuan Real Estate. This time the person named Hu failed to go up, and they have already lost. If they lose the core land for the development of the new district, then in the future, they will be in the entire Yuhang It is impossible to compete with our Kumho Group."

"Similarly, for our Kumho Group..."

"If we can't get the core piece of land in Mr. Su's hands, then all the pie in the development of the new district will fall into the hands of Pengyuan Real Estate."

"It's impossible for those old guys in the group not to be able 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, plus I am now on the Ni family's line, I can use the bargaining chip in Mr. Su's hands to leverage the control of Kumho Group. I think it has a high probability of success.”

"Okay!" Seeing Yang Hao's confidence, Su Yuying couldn't help but relax slightly, "If we can really leverage it and make a profit of one or two billion, that's okay."

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

Between the planning of the two people, and between the various blockbuster news raging in the market and spreading.

February 28th is coming, which is the last day of February and the last day of trading in 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 and held a brief morning meeting for a few minutes before going to the trading room and waiting for the market to open.

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

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

While everyone was waiting, and under the watchful eyes of countless pairs of eyes in the entire market, time quickly flashed to 9:15, and the two cities once again ushered in collective bidding!