Chapter 229: A Week That Belongs to Junshi No. 1(7K)
Chapter 229 A week belonging to Junshi No. 1 (7K)
Author: Ru Meng Ru Hua
Chapter 229 A week belonging to Junshi No. 1 (7K)
"Boss, today's trend of Xibu Securities is similar to yesterday's trend of Dongfang Fortune. Do you think it is possible that it will also reach the daily limit tomorrow?"
After the market closed, Liu Tingting suddenly asked. For her, today was a tense and exciting day.
Since taking over, Xibu Securities has never encountered such an exciting trend.
Gu Junhao recalled the similarities between the two stocks, the same favorable industry nature, and the same fund-raising trend.
As well as similar methods of raising prices, as a small brokerage, it led the rise of the entire sector today, and it is really not impossible for it to hit the daily limit tomorrow.
It is easier for small securities firms to rise than large securities firms.
"It's not impossible, but there will definitely be a rise tomorrow. Just wait and see."
Gu Junhao laughed loudly and said, "Two heavily held stocks have surged today, and I am in a good mood."
"It's a pity that Xu Dayouzi went home and completely missed today's excitement, haha." Wang Ruoyu suddenly said.
Wang Ruoyu's words stunned Gu Junhao and Liu Tingting, and then they both laughed.
There was indeed some excitement in the trading room today, and Gu Junhao was also staring at this and that.
The rise of Xibu Securities in late morning trading and the rise of Dongfang Fortune throughout the afternoon made the mood in the trading room high.
At the close of trading, I was also on Dongfang Fortune's Dragon and Tiger list. It was truly a full day.
"Okay, let's all go home and continue fighting tomorrow."
It's almost six o'clock, and it's a bit late today because of my busy schedule, but for Gu Junhao, it's worth it in the end.
And in the evening, a piece of news added infinite imagination to the trend of Xibe Securities the next day. The daily limit is really not out of the question.
It was reported on the evening of the 23rd that of the more than 90 securities firms that applied for on-site inspection of Southbound Trading, 70 have been approved, and those that passed unconditionally will become the first batch of pilot securities firms.
Although it is not clear who the first batch of securities companies are, more than 70 securities companies have passed, and it is not surprising that Xibu Securities is among them.
With such an intensive explosion of positive news in the securities industry, it is no wonder that the trend of securities firms has been so strong recently. The performance of Xibu Securities in the morning today represents the attitude of some people who are sensitive to information.
Do everything possible to collect enough chips to prepare for the favorable upward arbitrage.
"The climax is coming soon, it's really worth looking forward to." Gu Junhao said secretly.
Wednesday, September 24th.
The Shanghai and Shenzhen stock markets, which both rebounded yesterday, are still the same as yesterday, with the Shanghai stock index opening lower and the ChiNext index opening slightly higher.
Among the two positions that surged yesterday, Junshi No. 1 both opened lower, with Dongfang Fortune opening at 15.97 yuan and Xibu Securities opening at 12.67 yuan.
"There is no premium at the opening of the market. This is a lesson to be taught, haha." Gu Junhao laughed.
In Gu Junhao's view, it is normal for Xibu Securities to open lower. The securities firm, which has been strong for two consecutive trading days, also uses this method to cool down its sentiment.
And Xibe Securities, which rose sharply yesterday, needs to use this method to wash away some of the floating profit chips that entered yesterday morning.
Take advantage of this method of exhausting profits and make reasonable changes of hands to reduce the pressure to pull up.
Although Dongfang Wealth's lower opening was much lower than that of Xibu Securities, only 0.04 yuan, it was this low opening that made Gu Junhao not optimistic about today's trend.
Yesterday, such a huge amount of Dongfang's wealth was released, but today it did not leave any premium for the players.
For this kind of hot money that does day-to-day arbitrage, if the trend is not as good as expected, they will definitely sell the market directly without hesitation.
Nearly 6,000 lots of Dongfang Fortune’s collective bidding transactions seemed to explain all this.
After the transaction officially started, Gu Junhao was still more concerned about Dongfang's wealth. After all, he had significantly reduced his position yesterday, and he wanted to see if there was a chance to take it back today.
At 9:30, as soon as the transaction was opened, Dongfang Wealth was hit by a sell order of 6,800 lots and a sell order of 2,600, and its stock price plummeted by 15.80 yuan.
Nearly 15 million yuan of funds fled. It is not difficult to see the attitude of hot money from this. Such a large order is only enough to cause a 1% drop. This is Dongfang Wealth.
"How about Xibe Securities?" While staring at Dongfang Wealth's trading market, Gu Junhao did not forget to ask Liu Tingting about the situation of Xibe Securities.
"Not bad. Just like yesterday, there was a big order at the opening. This time it was 7,000 lots, and the stock price went straight up." Liu Tingting responded.
Gu Junhao can look at the trends of indexes and stocks, but he cannot take into account time-sharing transactions.
After all, a person's energy is limited. When several stocks are in a state of excitement at the same time, traders are needed to share the pressure for themselves.
Wang Ruoyu and Liu Tingting completed their tasks very well.
After a round of decline, the net outflow of Dongfang's wealth exceeded 30 million yuan, but when it rose, the net inflow of funds was less than 10 million yuan.
At 9:36, Dongfang Wealth fell rapidly from the price of 16.17 yuan. This ups and downs trend continued until 9:50, when Dongfang Wealth hit a new low of 15.72 yuan during the day.
After a subsequent rebound at 10 o'clock, the stock price only rebounded to near the average price before dipping again. At 10:25, Dongfang Fortune reported 15.55 yuan, down 2.87%.
At this point, there was no need to look any further. Gu Junhao said to Wang Ruoyu: "If you have a chance, do T. If you don't have a chance, forget it. There's no need to add to the position."
The performance of the large-cap stocks controlled by public funds on the day after the daily limit is enough to illustrate the attitude. We must first wash away some of the floating chips and take-profit orders.
If nothing else, today’s Dongfang Fortune is either a high-level cross star, or a trend of falling sharply to the 5-day line.
In short, for Gu Junhao, there is no rush to take back the sold positions today.
At 10:30, Xibe Securities reported 13.17 yuan, up 2.89%. The highest price during the day was reached at 10:05, 13.34 yuan.
The brokerage sector has accelerated significantly today. As of now, the overall sector has increased by more than 2%. Xibu Securities' performance is still strong and ranks in the front row.
The upward oscillation of Xibe Securities is far from accelerating, and the stock price still fluctuates above the yellow moving average during the day. There is no need to panic with this trend.
At 10:50, the overall changes in the securities trading boards accelerated, and Xibu Securities also experienced a small increase in volume, and the stock price rose rapidly.
"The reaction was earlier than yesterday. It seems that it will speed up today." Gu Junhao said to Liu Tingting.
Yesterday's midday sneak attack seemed a bit petty, but today's upright rise also seems to indicate that the funds on the market are ready.
At 10:58, there was another wave of buying of more than 30 million yuan, pushing the stock price of Xibe Securities to the integer mark of 14 yuan, up 9.37%.
There is only a gap of 0.08 yuan away from the daily limit price. The trend is unusually strong. Sure enough, small brokers are pulling up the price faster.
"It looks like we can touch the daily limit today. Let's take a look first. If it can't be sealed, we will reduce our positions like yesterday." Gu Junhao said with a smile.
At the close of the afternoon, Xibu Securities, which fell back from its highs, continued to fluctuate upward after falling to the lowest price of 13.73 yuan; by noon, it closed at 13.93 yuan, up 8.83%.
Dongfang Fortune closed at 15.72 yuan at noon, a decrease of 1.81%. Although funds showed an outflow, the trading volume did not change much compared to yesterday.
Dongfang Fortune, whose trading volume could not break through again, gradually showed signs of weakness during the day.
The highest price in the morning was 16.17 yuan, which was also the highest price since this round of rebound. However, the low price of 15.53 yuan during the day kept the amplitude of Dongfang Fortune at only 4%, and the activity was significantly reduced.
In the afternoon, trading continued; after a minute of testing, Xibe Securities issued a buy order of 12,000 lots, a buy order of more than 40,000 lots, and a series of large orders of 1,000 lots.
A total of more than 84 million yuan of purchases caused Xibe Securities to close the market in an instant, with the stock price trading at 14.08 yuan.
What followed was also an overall change in the brokerage sector. Brokerages with strong performance flexibility such as Dongwu Securities and Changjiang Securities, such as Xibu Securities, also reported strong closing of the daily limit.
A series of brokerage stocks also rose sharply, and the overall brokerage sector once reached 6%.
The popularity of securities companies exceeded the market's imagination, and it also drove the Shanghai Composite Index. The Shanghai Composite Index rose all the way to 13:30, and the index once again reached above 2340 points.
Under the leadership of the brokerage sector, a large number of stocks in the Shanghai and Shenzhen Stock Exchanges turned red one after another. Dongfang Fortune, which was weak and fluctuating throughout the day, also briefly turned red under this situation.
Xibe Securities quickly closed the market in the afternoon. With such a strong force and a good sealing structure, there is definitely no need to sell. This is different from the closing of the market by Dongfang Fortune in late trading yesterday.
By the way, this is the first daily limit of Xibu Securities since February 10, 2013. After a year and a half of downward trend, it should be considered that it has truly left the bottom, right?
However, for the positions of Junshi No. 1, if the profit exceeds 30% of the daily limit, it can be regarded as truly breaking away from the bottom. This is also the last stock of Junshi No. 1 to break away from the bottom area.
In Gu Junhao's view, only when the profit reaches more than 20% can it be considered to be truly out of the cost zone.
Xibe Securities closed the market strongly in the afternoon and continued until the closing stage. The trend was very strong, and the trading volume increased from 561 million yuan yesterday to 813 million yuan today.
Under this circumstance, the Shanghai Composite Index and the GEM ended today's trading with gains of 1.47% and 1.09% respectively.
The trading volume of the two cities has also seen a significant increase. The Shanghai Stock Exchange's trading volume has returned to more than 180 billion yuan, and the overall trading volume of the GEM has also reached 38 billion yuan.
With such a good market situation, the two cities naturally turned red in large areas, and the same was true for the positions of Junshi No. 1. The only fly in the ointment was that Dongfang Fortune ended up closing down 0.37% today.
Not surprisingly, Xibu Securities appeared on the Dragon and Tiger list today. Hot money is still buying aggressively, and there is no shortage of institutions.
The net difference of Xibu Securities’ purchases today was as high as 88.75 million yuan. One seat purchased was from the Jiangbei Road Sales Department of Qilu Securities, which is also in Yongcheng.
"It's a proper boss seat. I hope we can talk about some patterns tomorrow. It's not like what Dongfang Wealth is doing today."
The performance of Dongfang Wealth on the day after the daily limit can be said to be very poor. The trading volume remained above 1 billion, but it had such an ugly trend.
In addition to the pressure from the main players on the market, it also has a lot to do with the lack of pattern of the hot money bought yesterday.
Buy two and buy three seats, both bought a lot of money, the first three bought a total of more than 130 million yuan, which is terrifying.
The strength of hot money and its sensitivity to the market are indeed beyond the reach of ordinary investors, and even Gu Junhao feels inferior.
Gu Junhao bought Xibu Securities based on the logic of long-term investment, but hot money can quickly find suitable targets when the market changes.
The hot money that is good at building short-term leading stocks has also made Xibe Securities, which was the first to close the market, become the intraday leader.
Different stocks have reached daily limit for two consecutive days. This is also the first time since the establishment of Junshi No. 1. The hot daily limit has also led to a sharp increase in Junshi No. 1’s income.
Perhaps due to the blessing of fate, or perhaps after surviving the final hardship, the day of harvest has arrived, in the early morning of the 24th.
Gu Junhao, who was sleeping, received another piece of good news. Yinzhijie's merger and reorganization was unconditionally approved by the China Securities Regulatory Commission, and trading resumed on the 25th.
In the morning, when Gu Junhao arrived at the company, he received this news and a smile appeared on his lips. Everything came so timely.
After finishing the work at hand, Gu Junhao came to the trading room. Xu Jianqing had already returned to work.
After seeing Gu Junhao, Xu Jianqing shouted: "Boss, what a coincidence, Yin Zhijie just resumed trading today."
It took exactly one week from the suspension to the resumption of trading, and Yin Zhijie was able to resume trading as quickly as possible.
The ultra-fast resumption of trading should have a lot to do with the fact that the main players in the market want to catch up with the rebound.
If nothing else, with such a big benefit, Yin Zhijie should reach its daily limit today.
Yesterday, Xibu Securities had a daily limit. Yin Zhijie, who has such deep control over the market, is very hopeful that it will hit a daily limit today.
At 9:25, both Shanghai and Shenzhen stock markets opened higher, and the Shanghai Composite Index even refreshed its previous high, opening at 2352.87 points.
The brokerage sector opened sharply higher as a whole, with Xibu Securities opening at 14.84 yuan, up 5.40%, giving a very high premium.
Sentiment in the two cities was unusually high, and all of Gu Junhao's positions opened higher, including Dongfang Wealth, which had a large outflow of funds yesterday.
Dongfang Fortune opened at 16 yuan, and Yinzhijie, which resumed trading today, opened at 24.99 yuan, rising 5.22%, jumping short and opening high.
The bidding on September 25th made the curse of Thursday no longer exist. Gu Junhao looked at such a market and felt a little uneasy in his heart.
The consistency is too strong. Even in a bull market, there should not be such consistency. Today, there are not many stocks in the Shanghai and Shenzhen stock markets that opened at a low price.
"Ruoyu hangs out another 2,000 hands of Kefang Wealth." Gu Junhao said to Wang Ruoyu as soon as the call auction ended.
As the saying goes, buy when there is disagreement and sell when there is consensus. When the market sentiment is too consistent, Gu Junhao feels that it is better to reduce his position.
Let those who want to make money do it. You should reduce your positions and wait. As for Xibu Securities, Gu Junhao will also reduce his positions today.
However, it is not during this time period that the brokerage sector is too hot today, and Xibu Securities, which opened higher, should have a process of rising higher.
During the process of rising higher, Gu Junhao will also look for opportunities to reduce his position. However, Yin Zhijie, on the first day of resumption of trading today, jumped short and opened higher, so he will not consider reducing his position for the time being.
"Tsk, tsk, tsk, you guys have been really excited these past few days without me, the two stocks have taken turns to rise." Xu Jianqing said with some envy.
Back home, Xu Jianqing also paid attention to the trend of several positions. If it were not a rare occasion to go home, plus it was far away.
Xu Jianqing could not wait to fly back directly and enjoy the fun of daily limit.
At 9:30, the official trading started. A 5,000-lot transaction led Yinzhijie's stock price to rise rapidly. The subsequent 34 million funds pushed Yinzhijie's stock price to 25.90 yuan, an increase of more than 9%.
At 9:31, Yinzhijie reported 26.13 yuan, up 10.02%, followed by the closing of nearly 30,000 lots.
At the opening seconds, the extremely strong Yin Zhijie allowed Xu Jianqing to experience the joy of hitting the daily limit.
However, this happiness was ultimately too short-lived compared to the trends of Dongfang Fortune and Xibu Securities.
This is also what Xu Jianqing feels is a fly in the ointment, it's too fast.
"Okay, keep an eye on the seals and let me know if there is any change." Looking at the growing number of seals, Gu Junhao looked away from Yin Zhijie.
The market was too consistent in the morning, which made Gu Junhao feel something was wrong, so today's operation plan was naturally to reduce his position.
Turning our attention to Xibe Securities again, Xibe Securities, like Dongfang Wealth, also needs to lighten its positions today.
As for Dongfang Fortune, Wang Ruoyu carried out Gu Junhao's order very well, selling 2,000 lots at a price of 16 yuan, leaving a remaining position of 8,000 lots.
Dongfang Fortune's high opening in the morning was an illusion. After briefly rising to a price of 16.04 yuan, the stock price quickly turned downwards.
After half an hour of shock in early trading, Dongfang Wealth's decline gradually expanded, and by 10:30, the decline also expanded to more than 3%.
Wang Ruoyu felt a cold sweat in her heart as she looked at Dongfang's declining wealth. At the same time, she couldn't help but marvel at her boss's accurate trading sense.
With two promising trends in early trading, Gu Junhao was closely watching Xibe Securities, which fluctuated higher after opening higher, looking for opportunities to reduce his position.
At 10 o'clock, the stock price of Xibe Securities was quoted at 14.92 yuan, up 5.97%; the market movement also followed, which was very timely.
The continuous inflow of funds pushed up the stock price step by step. At 10:11, Xibu Securities reported 15.39 yuan, which was close to the increase.
"It looks like I need to touch the daily limit. Tingting should pay attention to the changes in the price limit orders and try to see if she can sell 5,000 lots at the daily limit."
At 10:12, a buy order of 17,000 lots pushed Xibe Securities to the daily limit of 15.49 yuan.
"Sell." Gu Junhao said without hesitation. He had planned to reduce his position, but he was able to reduce his position at the daily limit, so he naturally did not hesitate.
With 17,000 lots of buying orders, plus some buying orders of more than 1,000 lots, it is easy to digest Gu Junhao's 5,000 lots.
However, just 10 seconds after Gu Junhao's sell order was completed, Xibu Securities placed a large sell order for the first time in the day.
20,972 lots, a sale of more than 30 million yuan, the stock price of Xibe Securities dropped to 15.20 yuan in a flash, and within one minute, the transaction exceeded 100 million yuan.
"There is a lot of hot money or big funds running away. It seems that the daily limit cannot be sealed today."
However, compared to yesterday's Dongfang Fortune, Xibu Securities is already quite friendly to market makers.
From the beginning of the call auction, ultra-high premiums were offered, and the price limit was even hit during the session, with profits the next day being at least 5%.
Xibe Securities, which had fallen back from its daily limit, closed its daily limit again at 10:44 for nearly a minute, followed by thousands of sell orders once again.
With such a firm take-profit order, funds naturally had no intention of closing the market again. By the morning's close, the stock price fell back below the 8% increase.
The leader stalled, and the brokerage sector did not switch to the leader within the day, but smoothly entered the adjustment mode. Except for a few brokerages that hit the daily limit yesterday, the rest of the gains fell back to about 3%.
Indexes that benefited from the rise in brokerage firms were also unable to escape the pain of falling. After reaching a new high of 2365.15 points in the morning, the Shanghai Composite Index also fell slowly at noon.
Lunch time, today due to the return of activist Xu Jianqing, lunch time seems much more lively than before.
Gu Junhao was also in a good mood. Although Dongfang Fortune closed down 5.39% at noon, it was still due to the high position reduction of the two stocks.
Therefore, the sharp drop did not affect Gu Junhao's mood, but made him extremely happy that his judgment was accurate.
In the afternoon, the Shanghai and Shenzhen stock markets continued to correct, and the brokerage sector experienced a serious correction. However, Xibu Securities still performed strongly and showed its leading style.
Dongfang Wealth has maintained a low and volatile trend, with a significant increase in trading volume. The two cities have transitioned from a consistent sentiment in the morning to the current stage of divergence.
At half past two, both Shanghai and Shenzhen stock markets turned green, and at this time Xu Jianqing's voice also sounded: "Boss, Yin Zhijie's business orders have been greatly reduced."
"Hurry up and sell 3,000 lots." Gu Junhao said without hesitation.
At 14:35, 8,500 sell orders opened Yin Zhijie, and the stock price was quoted at 26 yuan. Gu Junhao, who was staring at the time-sharing chart, frowned slightly.
Even if both indexes dive from a high level, Yin Zhijie's performance should not be like this. Under such a strong situation, he can't even seal the daily limit.
At 14:42, Yinzhijie fell to the price of 25.10 yuan and began to rebound, but the trading volume was significantly smaller than when it just opened.
Yin Zhijie rebounded and was closed again at 14:50. The total transaction volume on the board exceeded 50 million yuan, and Yin Zhijie also increased its trading volume to 240 million yuan throughout the day.
When pulling up, Gu Junhao did not let Xu Jianqing take back the 3,000 lots of chips sold on the board. Yin Zhijie had no intention of reducing his position today.
However, when the index was plunging, Yin Zhijie suddenly withdrew a large amount of orders. Regardless of whether the main funds took the opportunity to wash the market, Gu Junhao felt that it was better to take a small amount of money.
Yin Zhijie's position is already very heavy. Even if he sells 3,000 lots, it doesn't matter. A position of 8,000 lots is also very good.
The plunge in the afternoon also caused the index and individual stocks to fall one after another. The Shanghai Composite Index reported at 2345.10 points, and the K line showed a false negative trend.
The GEM closed at 1508.42 points, down 0.59%, which is a real line between true and false. Today, the two cities also experienced heavy volume, and the GEM turnover returned to more than 40 billion.
The brokerage sector fell back significantly. Xibu Securities reported a rise of 7.60% throughout the day, with a large increase in volume to 1.66 billion yuan, which was twice as much as yesterday.
Dongfang Wealth, on the other hand, recorded a huge transaction volume of 1.54 billion yuan, a sharp drop of 4.26%, a large negative line with heavy volume, and a turnover rate of 10.96%, indicating that the short-term trend has come to an end.
The plunge, coupled with the Thursday effect, also caused the investment sentiment in the two cities to turn from sunny in the morning to overcast at the close. After the close, there were curses everywhere.
"Sure enough, it's definitely not good to attract brokers, you're a scumbag broker!"
"It looks like I bought it at the highest price again. It's really unlucky."
“I’m not responsible for making money, and I’m definitely responsible for losing money.”
The market sentiment outside the market was low, but inside the Junshi Capital trading room, it was full of jubilation, with daily limits rising for three consecutive trading days.
Taking into account today's reduction in positions of Xibe Securities, it can be regarded as achieving four daily limits within three trading days.
As for the falling Dongfang wealth, no one has mentioned it. Let it fall. The lower it falls, the better. The more it falls, the better.
Today, the three stocks have reduced their positions by a total of 18.784 million yuan, which has also resulted in the current cash flow of Junshi No. 1 reaching an astonishing 30.5864 million yuan.
Except for the initial position building stage, Junshi No. 1 has never held so much cash flow.
At 5:30, both Yin Zhijie and Xibu Securities appeared on the Dragon and Tiger list. Xibu Securities appeared on the Dragon and Tiger list with a three-day price limit exceeding 20%.
The top five buys and the top five sellers on the Dragon and Tiger List are all hot money institutions, and the trading volume is very large. Junshi No. 1's T-making the day before yesterday and its selling today are not enough to support being on the list, which is amazing.
However, Xibu Securities, which had a total transaction volume of more than 3 billion yuan in three days, had a net buying difference of only 27.0314 million yuan.
Needless to say, at today's high level, hot money has almost disappeared. As for who will take over, there is no need to say more.
As for Yin Zhijie's Dragon and Tiger List, Junshi No. 1 appeared in the top 5 sales spot with a sales volume of 7.839 million yuan.
Selling one and selling three are also institutional seats, selling 26.13 million yuan and 15.5109 million yuan respectively. From the perspective of funds, selling one should be the main force in the market, selling a total of 10,000 lots.
Three institutions, including Gu Junhao, were unanimous in selling, and they were also unanimous in buying: one share was not bought.
The collective flight of institutions cast a shadow over Yin Zhijie's trend.
On Friday, although the indexes of the two cities that plunged yesterday afternoon rebounded, the GEM rebounded the most, reaching 1.19%.
The Shanghai Composite Index only rebounded 0.11%, and both markets were in a state of shrinkage. The Shanghai Composite Index lost 40 billion in trading volume in one trading day.
High-priced stocks fell collectively, with Xibu Securities falling 1.39% to 14.94 yuan and Yinzhijie falling 2.03% to 25.60 yuan.
Dongfang Wealth fell 1.11% to 15.10 yuan, falling below the 5-day line. Among the three stocks that performed strongly this week, its correction was the largest.
Tonghuashun, Gu Junhao's personal position, ended this week's trading with two consecutive negative trends and a trend of daily turnover falling below 100 million yuan for the first time in recent months.
The rebound of the index on the last trading day of this week failed to regain sentiment for the market, while the retreat of high-priced stocks also added uncertainty to the last few transactions of the month.
However, no matter what, this week can be called a week for Junshi No. 1. The sharp rise in the three positions has brought a lot of profits to Junshi No. 1.
As of September 26, Junshi No. 1’s current account holds a total of 51.327 million yuan in stock assets and 30.5864 million yuan in cash.
The total scale reached 81.9134 million yuan, and the net value was as high as 2.0478, an increase of 13.29% compared to last week.
Junshi Growth Hybrid No. 1 Fund successfully doubled within 69 trading days on its 110th day of establishment.
The net value of 2.0478 announced after the market closed also made the market exclaim. Wang Chao was stunned when he looked at the net value curve of Junshi No. 1.
The time is just right, I’m exhausted from this 7,000-word chapter…