Chapter 199 The Luxury Semi-Annual Report During the Adjustment Period (7K)
Chapter 199 Deluxe version of semi-annual report during the adjustment period (7K)
Author: Ru Meng Ru Hua
Chapter 199 Deluxe version of semi-annual report during the adjustment period (7K)
Wednesday, August 20th.
Gu Junhao came to the office as always. The asset evaluation of Jiang Jianbai's company had been entrusted to a professional organization, and Guo Yuanwei was responsible for the specific affairs.
If nothing else goes wrong, there should be results next week. Regarding his first industrial investment in his life, Gu Junhao is quite concerned about it and will pay attention to the specific progress every day.
In addition, I will also keep in touch with Jiang Jianbai. Judging from Jiang Jianbai's feedback, Jiang Jianbai has accelerated the progress of the project at full speed since he decided to give it a try.
In addition to the specifics of the project itself, Jiang Jianbai has also gained a lot of car-related knowledge recently. After all, he is a top student and he is not very young, so he can learn things very quickly.
Gu Junhao is the most relaxed. Specific people are doing specific things. He only needs to know the progress of the project after getting a satisfactory answer.
Gu Junhao started a new day of reading the market, and it seemed that he was back to the one who was watching the market in the rental house, but now the environment is better, and the trading channel is not comparable to before.
The call auction ended, and the two cities opened slightly lower. The stocks in the two cities showed a general decline. Tonghuashun opened at 21.60 yuan, a decrease of 1.16%.
"It's not bad, it's above the 10-day line." Gu Junhao stared at the time-sharing chart and nodded.
Although it is still in a weak state, if it can remain above the 10-day line, relatively speaking, the market outlook will not be so pessimistic.
The daily K-line is not very good, but Tonghuashun's weekly K-line is still quite beautiful. The trend of three consecutive positives has closed with a negative cross so far this week.
The recent adjustments are mainly around the 60-day moving average. Relatively speaking, this position is still under some pressure.
At 9:30, as soon as the transaction started, 521 lots of winning orders appeared from the buyer's seat, and Tonghuashun's stock price quickly rose to the flat price.
At 9:31, Tonghuashun briefly became popular and reported a price of 21.91 yuan. Within this minute, Tonghuashun sold nearly 1,000 lots in total, and most of the orders were for 100 lots.
"It's not bad. It seems that I have the intention to protect the market today." Although the amount of energy has been severely reduced, Gu Junhao still feels satisfied with the potential.
The short-lived red turn of Tonghuashun did not last long. One minute later, the stock price turned green again, and the time-sharing volume remained the same as at the opening stage. The majority of buy orders were more than 100 lots, while the sell orders were mainly loose orders.
In terms of indexes, the two cities opened lower and moved lower today. In the morning, they were mainly weak and volatile, and heavyweight stocks also diverged. However, it seems that the long and short sides have reached a weak balance for the time being.
Looking at the current market situation, Gu Junhao generally still sees a trend of shock adjustment, but there are no major systemic risks yet, so this adjustment is benign.
Regarding this kind of benign adjustment, Gu Junhao's view is that if you are an ordinary retail investor with a small position and your grasp of the market is not that accurate, the best way is not to trade.
Various situations will occur during the trading process, and personal emotions will also be affected by the fluctuations of the stock index and individual stocks, so it is easy to make mistakes.
Gu Junhao naturally does not have such a situation. His position and cash volume are both large enough. For example, he sold 3,000 lots yesterday morning. Even if he sells out, it will not affect the position data.
But if you do it right like yesterday, you will get hundreds of thousands of profits, and this transaction is quite cost-effective; it is this good mentality that will make your judgment on the market more accurate.
When investing in stocks, the most important mentality must be maintained. Only with the correct mentality can you do better, and at the same time, there is no need to predict what will happen in the future.
We can have a rough expectation of the trend of the market and individual stocks, but we cannot make predictions in advance; what should we do if the prediction comes, and what should we do if it doesn't.
Make a good operation plan and leave everything to the market. This is the correct way to trade stocks.
After a short period of popularity, Tonghuashun returned to the green market state again. The time-sharing chart showed a wave-like trend. At 9:48, Tonghuashun fell below 21.70 yuan again, reporting at 21.63 yuan.
Seeing that it was about to break through the opening price, another buy order of 515 lots was immediately placed on the trading market, and a buy order of more than 500 lots was enough for Tonghuashun, who was currently experiencing severe shrinkage, to protect the market.
It seems that the main funds are not in a hurry to come out, but only maintain the market from time to time, and leave the rest to the retail investors themselves. Although this trend is monotonous, Gu Junhao watches it with relish.
When looking at the intraday time-sharing chart of stocks, you should not simply look at the trends at moments of sharp rise. You should also pay special attention to the weird trends like today when strong stocks pull back.
When the main funds are fully rested and only perform simple market maintenance, some small orders often represent the will of retail investors. Judging from the trading of less than 20 minutes this morning, retail investors mainly sell.
The emergence of large orders of more than 500 lots caused Tonghuashun to briefly rise above 21.70 yuan. By 10:30, Tonghuashun had remained within this small range of fluctuations.
At 10:33, Tonghuashun’s trading market once again saw a wave of the same volume that was close to the opening stage, but this time there was no large order of 500 lots.
The funds were allocated between 100 and 300 lots, and the main buying began. Tonghuashun's stock price rose slightly, and 20 minutes later the stock price was at 21.81 yuan.
There was another wave of adjustments, followed by the same operation as before. At the close of trading at 11:30, Tonghuashun closed at 21.80 yuan, and the stock price fell by 0.05 yuan.
After the market closed, Gu Junhao stretched and felt relaxed. The overall adjustment today was relatively good. Although the stock price fell, Gu Junhao was not worried.
Speaking of which, Tonghuashun is still relatively strong today. Although it is still in the green market, the opening price has been the lowest price throughout the morning, and funds are also in a state of small inflow.
However, the trading volume in the morning was indeed a bit small, with the total trading volume being less than 30 million yuan. For Tonghuashun, whose average daily trading volume has not been lower than 100 million yuan in recent times, the shrinkage is extremely obvious.
The last time this happened, it was the start of a two-day gap and then a correction on July 18; it has been more than a month since then.
The extreme shrinkage, in a sense, also means the beginning of market changes.
The trend this morning was not ideal. Although the two cities remained within a small range of decline, the Shanghai Composite 50 Index, which represents the heavyweight stocks of the large market, fell more significantly today, and the deviation from the overall market represented by the entire index was very obvious.
"Boss, can I ask you a less professional question?" Lunch was still an ordered takeout, but Gu Junhao did not eat with the employees as before.
Instead, he asked his assistant Li Xinyu to bring it into the office; similarly, Li Xinyu also ate with Gu Junhao in the office.
"Not very professional? Ask." Although the weather is hot, Gu Junhao has a good appetite. This makes Li Xinyu a little envious. The boss eats a lot every day, but he never loses weight, and he doesn't know how he maintains it.
"Don't you feel bored staring at those colorful curves on the computer screen every day?"
Well, when this question was asked from Li Xinyu's mouth, it did seem a bit unprofessional; you must know that this is a private equity institution, and there is nothing to focus on other than the stock curve chart.
Gu Junhao didn't know how to answer for a while. Someone had asked him this before. At that time, Gu Junhao's answer was to make money.
"If you say this is work, you may not understand it; but it is true. In fact, every job will become a bit boring after you do it for a long time. It is impossible to maintain passion forever, but you have to do it."
"What about besides work? Hobbies?"
"That's right. If you don't have a certain love for stocks and want to devote yourself to it, it's actually very difficult. But I think it's still ambition in the final analysis."
"Ambition?" Li Xinyu didn't understand. What does this have to do with ambition?
"Well, in my opinion, it is ambition; everyone has some small ambitions of their own to some extent, such as becoming an official and making a fortune, or even buying a house or a car can be considered as ordinary.
With these ambitions, plus some hobbies, you can move towards this current situation. My ambition is to make more money and live a better life, so the colorful things you mentioned seem natural to me.
It won’t be boring anymore.”
"I see." Li Xinyu seemed to understand what Gu Junhao said, but what the boss said seemed a little wrong. Buying a house and a car was not considered an ambition, it could only be regarded as a goal.
However, Li Xinyu did not say what was in her mind, and it seemed not good to quarrel with the boss. However, after a few years, housing prices rose to a peak stage, and the economy was in a downward trend.
At this time, Li Xinyu recalled what Gu Junhao said about ambition, and realized that it was not unreasonable. For ordinary people, buying a house can indeed be regarded as an ambition.
In the afternoon, trading continued; after Tong Huashun officially stood firm on the intraday yellow moving average in the last hour of late morning trading, trading in the afternoon increased to a volatile range.
Starting from 13:00, Tonghuashun continued to shrink, and the stock price remained fluctuating between 21.70 yuan and 21.80 yuan. Half an hour later, at 13:36, Tonghuashun turned red again.
Three minutes later, Tong Huashun's highest price was 21.99 yuan. However, after seeing dozens of buy orders appear continuously, Tong Huashun's two sell orders of 200 lots were placed above the intraday trading, which once again brought the stock price down to the flat price.
"It seems that I don't want him to become popular today." Gu Junhao said with a smile; yes, the market is not very good today. If it becomes popular in such a state, it will definitely attract the attention of retail investors.
For a group of people who chase the rise and kill the fall, when most stocks are in the falling range, Tonghuashun, a strong stock in the early stage that has exceeded the red on the market, will bring them illusions.
This can be judged from the collective selling of small orders in the morning to the rapid entry of small orders when the market turned red in the afternoon; and it cannot be ruled out that some of these loose orders were written by the same person who sold them in the morning.
Tonghuashun, which was suppressed by funds, has never become popular since then. At the close of three o'clock, Tonghuashun closed at 21.76 yuan, with only 63.9 million yuan traded throughout the day. The trading volume was the lowest in a month and a half, and the turnover rate also dropped to 2.26
%.
As for the overall performance of the market, the performance was not ideal. During the afternoon trading session, brokerage stocks rose slightly. Although the Shanghai Composite Index briefly turned red and touched the high of the year, the pressure was still too great.
Although the Shanghai Composite Index has continuously touched the highs of the year during the volatile market in the past few days, the index has not formed an effective breakthrough because the trading volume has never been able to increase.
Breakthroughs must be coordinated with quantity and energy. The same goes for individual stocks in shrinking market conditions like today.
Counting Tong Huashun, there are a total of five stocks being operated. Today, except for Xibe Securities, which rose by 0.01 yuan, the rest have remained in decline.
Wan'an Technology has been negative for three consecutive times, and Tonghuashun, which has also fallen for three consecutive times, did not show it on the daily K because today's closing price is higher than the opening price.
There was no operation today, not because Gu Junhao didn't want to operate, but because the space for operation was too small.
There are no buy and sell orders of more than 600 lots in Tiantong Huashun. The main funds are only to protect the market, and the oscillation range is extremely small.
Gu Junhao is now more or less a small force in Tonghuashun. If today's market is still focused on trading three to five hundred shares to make tens of thousands of dollars, the layout will seem a bit small.
However, Gu Junhao is quite satisfied with Tong Huashun's trend today. Judging from the main funds trying to maintain the market, it seems that there is no intention to ship in the short term.
As for the ChiNext Index, the adjustment was deeper today, opening lower and moving lower throughout the day. At the end of the trading period, the index once plunged close to 1%, closing down 0.63%.
However, the ChiNext Index still remains above 1,400 points. Although it has fallen significantly today, it still remains above the 5-day line.
——
Thursday, 21st. The Shanghai Composite Index continued to open lower. The GEM Index, which plunged late yesterday, opened slightly higher. Tong Huashun opened higher today at 21.92 yuan.
At the same time, Dongfang Wealth also maintained a high opening trend. Dongfang Wealth also had a good time yesterday, with a false positive line closing on the K line, and the shrinkage adjustment was pretty good.
Two stocks in the same sector that are like twins opened higher today after shrinking and adjusting yesterday. Everything seems to be showing good signs.
At 9:30, the GEM index, which opened high, fluctuated upwards, while Tonghuashun and Dongfang Wealth went in the opposite direction, both fluctuating downwards. Among them, Tonghuashun quickly fell below the price of 21.70 yuan, testing the ten-day line again.
"Wuliang is down, something is wrong." Tonight, Dongfang Wealth will officially announce its official financial report for the first half of the year.
Tong Huashun's official financial report has come out, and it is very beautiful; Dongfang Fortune's performance expectations are also good. If the financial report data is not ideal, it should not be such an infinite decline.
"Wash the market?" Gu Junhao smiled as he looked at Tonghuashun, which fell to the price of 21.60 yuan again, and was once again raised to the red market price by a 587-lot buy order, and Dongfang Fortune, which rose simultaneously.
There are three computer screens, divided into left, middle and right, which are the GEM index, Tonghuashun, and the time-sharing interface of Dongfang Fortune; these were installed by Gu Junhao after yesterday's closing, and the technical department helped him install them.
It is easy to go from frugality to luxury, but it is difficult to go from luxury to frugality. Gu Junhao, who has been in the trading room for a long time, only stared at a screen in the office for several days in a row to read the market, and for a while he felt a little uncomfortable.
You know, it was just as acceptable to stare at the screen of a broken laptop in a rental house before.
However, Li Xinyu found it difficult to understand Gu Junhao's behavior of causing so much trouble in the office; it would be better to continue going to the trading room to watch the market.
"Today's volume is not bad, and the buying orders are obviously larger than yesterday." It seems that today's trading volume will no longer be only 60 million.
However, in terms of trading volume, Dongfang Wealth is still better. Although Dongfang Wealth shrank yesterday, it was only compared to the previous trading day.
Yesterday, 435 million yuan of Dongfang Wealth was sold in one day, which can equal Tonghuashun's capacity in three or four days.
At 9:48, Tonghuashun reported 21.90 yuan. Another intensive burst of loose orders pushed the stock price down. However, during this short decline, Tonghuashun did not turn green again.
The lowest stock price only fell to the flat price of 21.76 yuan, while Dongfang Fortune has once again risen to red market status. The trends of the two stocks are exactly the same.
After half an hour of shock in the morning, the ChiNext Index opened higher and moved higher, and the five-day moving average also showed an upward trend; while the Shanghai Composite Index remained sluggish.
It has to be said that the ChiNext Index, which accelerated its adjustment after diving late yesterday, also has certain benefits. At least today's trend is much stronger than that of the Shanghai Composite Index.
At 10:05, Tonghuashun once again returned to the high position of the morning shock. Five minutes later, the first 1,000-lot buy order in two days pushed Tonghuashun to the price of 22 yuan.
"Haha, it's rare. Finally, there is a thousand-hand level buy order. It seems that it won't be a big problem to hold on to the 5-day line today."
Just like yesterday, the trend is that funds are mainly flowing in at a small scale. Regarding the five-day line price of 22.06 yuan, as long as the GEM index does not dive today, there is no big problem in standing firm.
At 10:03, Tonghua's stock price was 22.09 yuan, and the trend line returned to above the 5-day line again. However, Dongfang Fortune fell again, and the stock price quickly touched 11.51 yuan.
"The pressure above 12 yuan is still a bit high. If you don't digest it for a while, it will probably be quite overwhelming. I don't know how Xiao Wang did it."
Since the last explanation, Gu Junhao has not asked about the status of the fund in the past few days, leaving everything to their own operation. In addition, he does not know how the short-term performance of Xu Da Hot Money is.
Yinzhijie, which finally digested the negative decline yesterday, performed quite well today, maintaining a red market, and has been staying above the 20-day moving average recently, and the stock price has shown a strong trend.
"It seems that there is not much time left for hot money." Gu Junhao thought to himself after looking through Yin Zhijie's time-sharing charts for today and the past few trading days.
Tonghuashun, which has returned to above the five-day line, has a relatively stable trend. Like the GEM Index, it has maintained a slightly fluctuating upward trend, while Dongfang Wealth has once again pulled back above the yellow moving average.
"It's a pity. Although I put in some volume, the amplitude and volume are still not enough." Although Tong Huashun keeps fluctuating upward, the range is too small. It seems that there are no opportunities to do T today.
At 10:30, the second thousand-lot buy order of the day appeared on Tonghuashun's trading market. At the same time, Dongfang's wealth changed.
A purchase order of 2153 lots, together with 4 orders of more than 500 lots, totaling 4168 lots, and a buying volume of 5 million yuan, quickly raised the stock price of Dongfang Fortune from 11.60 yuan in the green market state to 11.74 yuan, and the increase was close to 11.74 yuan.
1%.
Dongfang Fortune's stock price rose all the way with the explosion of energy. At 11:38, the stock price was reported at 11.81 yuan, an increase of 1.47%.
"It's better to have a large volume. The stock has to have a large trading volume." Gu Junhao also sighed as he looked at Tonghuashun's dozens and hundreds of buy and sell orders, comparing them one by one.
In a short time, in less than ten minutes of trading, Dongfang Fortune had traded more than 15,000 lots, while Tong Huashun's trading volume yesterday was less than 30,000 lots.
It is quite comfortable to trade a stock like this. There is no need to worry about not being able to sell it or not being able to take it back.
Fortunately for Tong Huashun, she opened her position early and was able to seize the opportunity when there was a large trading volume. Otherwise, with a daily trading volume of one or two billion, it would be more practical to buy a blue chip stock and speculate in it.
Dongfang Wealth, which had a small increase in volume, returned to calm in subsequent transactions, but just like Tonghuashun, Dongfang Wealth never turned green again.
Tonghuashun bottomed out on the 10-day line in early trading and rebounded, reaching a firm position on the 5-day line during the session. It closed at 22.21 yuan at noon, up 2.07%, which was almost the highest point in the morning.
Dongfang Fortune performed equally well today, closing in the red at noon like the GEM Index, while the Shanghai Composite Index continued to remain in the green, and there seemed to be a risk of closing in the green for two consecutive trading days.
In the afternoon, the GEM index, which fluctuated upward in the morning, also began to slowly adjust downwards. Tonghuashun and Dongfang Wealth also followed the same trend line.
These two stocks have maintained a trend that is relatively in sync with the index today. On the whole, the impact of the index is relatively large.
This adjustment trend continued until 2:30 in the afternoon. After the GEM index returned to the 5-day line, it began to rise rapidly. At the same time, Tonghuashun also rose slowly.
However, compared to Tonghuashun following the trend of the index, Dongfang Wealth is obviously more confusing, and the increase in volume is too obvious.
"It doesn't look like it's keeping pace with the index. It's rising too fast." At this moment, Gu Junhao no longer cares about Tonghuashun. Anyway, there is no possibility of trading today.
Dongfang Wealth began to increase its volume again at 14:33. On the trading market, 13 large buy orders above the thousand-lot level were issued in a row, totaling more than 23,000 lots.
The stock price of Dongfang Fortune was once again raised to 11.80 yuan. After oscillating sideways for less than a minute, two 5,000-lot buy orders pushed the stock price to 11.88 yuan, a new intraday high.
"Good stocks can't escape insiders." Gu Junhao would not believe such a large buy order if it was said to follow the rise of the index.
There is only one possibility, and that is Dongfang Fortune's financial report, which has now been known in advance by some funds with a keen sense of smell.
At 14:40, Dongfang Fortune, which had risen above 11.90 yuan, finally began to consolidate the market, trying to digest the final hold-up below 12 yuan.
At 14:50, Dongfang Wealth moved and increased its volume for the last time throughout the day. This time, the amount of energy was also the largest in the time-sharing stage, with two extremely large buy orders of more than 10,000 lots.
Dongfang Fortune's stock price once again exceeded the 12-yuan integer price. In the last 10 minutes, Dongfang Fortune's trading market was luxurious, with almost all purple transaction orders. By the call auction stage, Dongfang Fortune had also traded 21,336 lots.
At the end of the day, Dongfang Fortune closed at 12.24 yuan, up 5.15%, with a total transaction volume of 547 million yuan, and a turnover rate of 5.04%.
Among Dongfang Wealth's total trading volume of 547 million throughout the day, more than 270 million were entered in the last half hour, and the signs of large funds rushing to raise funds are very obvious.
In comparison, Tonghuashun was much inferior today. Tonghuashun's transaction volume today was 111 million, an increase of 1.79%, closing at 22.15 yuan, which was barely outperforming the GEM Index.
The ChiNext Index rose 1.43% today to close at 1447.88 points. As for the Shanghai Composite Index, it failed to escape Thursday’s curse throughout the day.
The Shanghai Composite Index, which has been negative for two consecutive days, fell 0.44% throughout the day, and trading volume also increased slightly.
It’s really funny how the main funds in the market can affect the index. The GEM, which has surged sharply, closed with a digit of 88, while the Shanghai Composite Index, which has been negative for two consecutive years, has a digit of 44.
In the evening, Dongfang Fortune announced its official performance report for the first half of the year. During the reporting period, Dongfang Fortune's revenue increased by 159.39% compared to the same period last year, and its net profit attributable to ordinary shareholders of the listed company increased by 296.49% year-on-year.
The operating cash flow generated year-on-year increased by 913.93%, from more than 30 million last year to more than 300 million this year, which can be said to have blinded the eyes of countless investors.
As for earnings per share and net cash flow, both increased by more than 400%. In the list of the top ten tradable shareholders announced during the same period, in addition to the actual controllers and their affiliates, five large public funds were on the list.
, including a social security fund portfolio.
In comparison, the more than 10,000 holdings of Junshi Growth Mixed No. 1 Fund seem a bit unsatisfactory. You must know that Yifangda Growth Mixed, which is ranked tenth and has a similar name to Junshi No. 1, holds shares.
Both exceed 16 million shares.
Like Gu Junhao, this semi-annual financial report, which can be called luxurious and completely exceeded market expectations, has also become a hotly discussed topic among major fund managers and ordinary investors tonight.
"Niubi, there are so many public funds gathered together, and the stock price is at a low level. Junshi No. 1 Fund's income this week is incredible." Wang Hao's assistant Shi Xin said with emotion.
In the past few trading days, Henghua No. 1 also took advantage of the decline of Dongfang Wealth and adjusted some positions into it. Now Dongfang Wealth's positions have accounted for one-sixth of the total size of the fund.
"This guy does have a vision, and if you watch carefully, tomorrow the market will not only give Dongfang Fortune an increase in line with his performance, but even his personal holdings of Tong Huashun will perform well." Wang Hao also sighed.
Since the last equity pledge, countless fund managers have reason to believe that Gu Junhao will hold a large part of Dongfang Wealth, and may even have a full position of Dongfang Wealth as he is accustomed to do.
After all, private equity fund holdings do not have such strict requirements.
"I'm convinced, I must get to know this little manager Gu if I have the chance," Shi Xin said.
"Okay, you are about the same age. If you have the opportunity, you can communicate more. But I usually don't run into this guy. It seems that I have never heard of him participating in industry events outside of Yongcheng."
A young man who is high-profile in his work and low-key in his life has a bright future. At this time, Wang Hao no longer has many ideas to fight for the first place. The waves behind him in the Yangtze River push the waves ahead, and he cannot accept it.
Unlike others, although Gu Junhao was impressed by Dongfang Fortune's unexpected semi-annual report, fortunately, he had some mental preparations due to his foreknowledge.
At this moment, Gu Junhao was at home talking to Zhang Yiruru, Yifangda, the last of the top ten tradable shareholders in Dongfang Fortune's financial report.
"Look at his name, it is similar to the name of our fund. I hope that one day I can appear in these ranks."
"You can do it now. It shouldn't be a big problem to find a stock with a small market capitalization and make it into the top ten shareholders." Zhang Yiru said with a smile.
"That makes no sense. If you want to appear, it will appear in large-capitalization stocks like Dongfang Fortune, or even among blue-chip white horse stocks." Gu Junhao looked at the computer screen with deep eyes.
At this moment, he had a halo in Zhang Yiru's eyes.