The Shanghai Composite Index is falling slowly, unlike the U.S. stock market that suddenly plummeted and then collapsed and everyone pushed.
At 11 o'clock in the morning, there are still thirty minutes left before the first half of the A-share market ends.
Lu Beifeng walked to the lobby and asked Zhou Chongming: "How is the situation? How much have we bought?"
Zhou Chongming chatted with his assistant for a few words to understand the specific situation, then picked up the tablet and said: "Currently BYD is 2.05%, Jude Times is 1.9%, EDF is 3.5%, Qi Lithium is 1.5%, Fuyao is 1.3%, and China Research Institute of Technology is 2.8%.
%, AVIC 1.2%, Salt Lake 3.5%.”
"Eight companies purchased stocks from the secondary market and currently have used nearly 45.15 billion in funds."
"If all the shares held reach the 5% quotation line, it is expected to cost 134.02 billion."
Lu Beifeng is optimistic about the new energy vehicle industry and plans to inject a large amount of capital to accelerate the development of the industry.
BYD Zide is the battery, Tianli Salt Lake is the raw material, and EDF China Aviation Optoelectronics Fuyao is the auto parts.
The eight listed companies were carefully selected and are also high-quality companies that are seriously underestimated by the market.
There are many such high-quality companies, but most retail investors like to speculate and have no patience for long-term value investments.
If you can hold shares for more than three years, it is not difficult to achieve an increase of three times, five times, or even more.
"Actually, I don't understand it a bit."
Zhou Chongming asked. Although he did not study finance, he had been exposed to it over the years and could be considered a semi-senior financial practitioner.
45.1 billion, this is really a lot of money. He doesn't understand why the entire A-share market is still falling endlessly.
It seems that these more than 40 billion yuan of funds have disappeared into the sea, and there is no trace of it. How did the other party obtain the funds?
There are also domestic restrictions on short selling of overseas funds. What channel does the other party plan to use to make a profit?
Lu Beifeng showed a contemptuous smile: "You have forgotten that corporate financing is all proud of foreign dollars. Goldman Sachs, Hongshan and Morgan Stanley have sufficient funds and ammunition in their hands, which we cannot match."
"Whether it's 45.1 billion or 451 billion, even if all 500 billion is invested, it's not enough at all."
"If you want to win, you must build momentum. Whoever side the retail investors side with will win this financial war."
"As for their profit settlement method, it has never been the A-share market."
"It is too difficult to make a profit in the A-share market. Market rules inherently prevent foreign funds from short-selling intentions."
"They want a way to make money, but there is actually a more convenient way, and that is the foreign exchange market."
"The sharp fall in the A-share market will definitely affect the exchange rate."
"The soft currency has plummeted and the US dollar has surged. They can cash out their huge profits directly from the foreign exchange market and leave without worrying about official interception."
"Finally, the settlement will be made in cash to the suppliers who provided the ammunition."
"A-shares are not the final battlefield, but they are the main battlefield that plays a decisive factor."
Corporate financing, whether the company goes overseas or not.
Even for companies like Pinxixi, which are rooted in rural China, the financing amount used is settled in US dollars.
In the final analysis, it is still the legacy of the severe lack of foreign exchange more than ten years ago.
Knife,
Who doesn’t love? Who doesn’t know? Who doesn’t recognize?
Monetary hegemony can really do whatever it wants.
Zhou Chongming understood clearly and asked: "Then should we speed up the buying speed? But it may be inevitable that the market will notice it in advance."
Lu Beifeng pondered for a moment, shook his head and said: "There is no need to speed up the process deliberately, but we must first ensure that one of the companies can complete the placard raising and report to the China Securities Regulatory Commission for an announcement at around 2:30 this afternoon."
"At the same time, a large number of media will be arranged to follow up and publicize our official entry into the A-share market by Dixing Investment."
Zhou Chongming frowned: "At this time, being known to the public is not a good thing for us. On the one hand, it will increase our cost of raising placards, and on the other hand, we may bear more unnecessary risks."
Lu Beifeng did this almost openly.
If we win, everything will be easy.
If he loses, not only will the domestic market be unable to hold on, but his reputation will also be affected.
At this time, his undefeated golden body cannot be broken.
Once it breaks, the entire market will be ruined, and the subsequent entry of the national team may not be able to save it.
Seven battles and seven victories defeated the US stock market, leading to the undefeated myth that swept through the financial crisis.
In China, his home game, he failed in the market where he could only go long.
By that time, everyone will wonder, does this market still have a future?
Zhou Chongming's initial idea was to wait and hibernate until the stocks he bought from the eight companies reached the 4.95% mark.
Release news at a certain time period and hold up signs for eight companies at the same time, igniting and detonating market emotions and catching the other side off guard.
"How can it be so easy to reverse the situation?"
"At that time, the most likely scenario is that individual stocks will rise and the market will fall!"
"We made money, but the market lost."
Hold back the big move and trigger a frenzy of raising cards.
Lu Beifeng thought so at first, but after careful consideration, he gave up on this method.
His original intention was to save the market.
If he lays dormant and holds back his big move from the beginning, it will be easy for the individual stocks he raises to be completely separated from the broader market.
Until then,
The stocks with the placards are Haiyan Heqing.
Outside of individual stocks, the situation is dire.
Lu Beifeng even wondered if it was the old bastard who was giving him a release signal.
Soros Quantum Fund made money and left,
Lu Beifeng gained fame and money.
It’s not that he doesn’t want to protect the country.
He took action, but he couldn't protect it.
Both parties tacitly work together to make huge profits and achieve a true win-win situation.
It left behind a dilapidated market and countless retail investors who were harvested and cried for their parents.
The Ruanmei currency plummeted, directly damaging China's foreign trade market.
Originally, due to some reasons, trade volume shrank.
If there is a secondary trauma caused by the impact of the exchange rate, the consequences are simply unimaginable.
Lu Beifeng didn't want to see this happen. Since he had chosen to rescue the market and shouldered this responsibility, he would not abandon the project halfway, or even add insult to injury.
Either don't do it, or do your best.
Lu Beifeng pondered for a moment: "The exchange rate of the US dollar has fallen by 85 basis points. I don't know how much money the other party used, but I guess it will not be less than 85 billion US dollars. One basis point is 100 million US dollars. The exchange rate settlement that day was at
It will be held at nine o'clock tomorrow morning."
"That's why I arranged to announce the first company to hold placards at around 2:30 in the afternoon."
"Before the news is released, I will mobilize 100 billion funds in the afternoon to enter the foreign exchange market for risk hedging and at the same time reduce our cost of raising placards."
Finally, Lu Beifeng said earnestly: "Chongming, you can't have your cake and eat it too. If you want to defeat the strong with the weak, you have to bear some risks."
He did not believe that Zhou Chongming would not have thought of the risks involved in the frenzy of raising cards, which might lead to the separation of individual stocks from the broader market.
Triggering a frenzy of placard-raising is indeed the best solution for their company, and it also takes the least risk, but it is not the best way to save the market.
"You are still you."
Zhou Chongming was silent for a long time, took a deep breath, calmed down a little, and said with a smile: "The foreign exchange market needs to take away a few traders, I will make arrangements immediately."
"It doesn't take too much, just find three smart ones."
Lu Beifeng also laughed.
He also knew that Zhou Chongming was purely concerned.