Chapter 1610 [China National Nuclear Shipbuilding Industry Corporation releases OEM bidding]
"Damn it, the scale of this transaction is too scary, isn't it? Is it still setting a new record? Is everyone using Happy Beans to speculate in stocks?" At this moment, a retail investor was dumbfounded when he saw such transaction data.
This retail investor's account funds exceeded 1 million this year, and now it is more than 1.3 million. He had opened trading permissions on the SGX last Friday. Previously, he relied on the SGX 50 ETF to achieve an account asset size of one million.
The SGX 50 Index has continued to maintain a bull market trend in the past four or five years, and the number of retail investors in this market has also gradually increased. Many have relied on the SGX 50 ETF to reach the 1 million threshold in their accounts, thus choosing to open trading permissions in the SGX market.
This also allows many retail investors to use part of their funds to play individual stocks in the SGX market. The core holding is still the SGX 50 ETF, and then use the little money to play individual stocks themselves.
My hands are itchy, and I feel uncomfortable holding the New Certificate 50ETF for a long time.
In fact, many retail investors just have itchy hands. Now they take out a small position to play on their own, and they don't feel bad if they lose.
This has contributed a lot of liquidity to the market, but most people still lose money by playing on their own. In a sense, it can be regarded as a rebalancing effect of profit distribution in the stock market.
This retail investor took out 100,000 yuan and bought individual stocks on the SGX market for fun. Today he boldly bought the leading China National Nuclear Shipbuilding Industry Co., Ltd., which had gone out of the ten-day board.
There was a series of bans, but in the end the ban was blocked and there was no reply, and the series of bans stopped there.
After the close, a true positive and false negative line emerged. It closed up 5.60% after the market closed at a price of 19.06 yuan, with a market value of 628.98 billion. The stock also achieved a transaction scale of 48.2 billion today, setting a new record for the largest single-day transaction since its listing.
This retail investor bought a nuclear ship with a half position of about 50,000 yuan in the late trading, playing a "leading and first negative" strategy, betting that there would be a counterattack tomorrow.
If the SGX had not been born before, he would not have dared to do this kind of operation when he was playing in the two cities next door.
When the leader and Shouyin tactics failed, he would just wait for him, but now it is different. Holding the New Certificate 50ETF gave him a lot of courage and confidence. Even if he loses money, he can still make money with the New Certificate 50ETF, and he can make a little bit at most.
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Now when I use 100,000 yuan to play, I really have a "playing" mentality, so I am more calm and calm. Many retail investors have the same mentality as him. They use small positions of funds to play by themselves to relieve the itching, and they lose money.
I am calm without feeling distressed, and I am even happier when I make money.
"Huh?"
At this moment, the retail investor suddenly said "Hey", and he saw a small window pop-up with news about the China National Nuclear Corporation ship.
After clicking it and taking a look, he couldn't help but said happily: "Okay, I made the right bet. It should be safe for the CNNC ship to turn over the contract tomorrow!"
This news is an announcement recently issued by China National Nuclear Corporation, which will release OEM bids for 15 nuclear power ships per year. This news is a major benefit for investors who hold CNNC Shipbuilding stocks.
As soon as this announcement came out, investors from all walks of life immediately felt a sense of enlightenment.
China National Nuclear Shipbuilding Corporation has previously received orders for more than 100 nuclear power ships. According to its production capacity, the delivery time of the last batch of goods will be scheduled to be thirty years later. Many investors have doubts in their hearts.
Can we really make more than a hundred of them?
Now that it has announced that it will build nuclear power ships for other domestic shipbuilding giants, the doubts in the minds of investors have disappeared.
More than half of the top ten shipyards in the world are domestically owned. China National Nuclear Shipbuilding Corporation is willing to let its peers and partners build OEMs. Not to mention more than 100 nuclear power ships, as long as the money is available, it is not a problem to double the number to more than 200 nuclear power ships.
Previously, investors had doubts in their minds. The main issue was the production capacity of CNNC ships. Thirty years later, more than 100 nuclear power ships have been ordered. In fact, many investors do not think that all of them can really be delivered.
The vast majority of investment institutions value CNNC ships based on half of the delivery. This is why the board was cut off today and the promotion to the 11th consecutive board failed, because the market value of more than 600 billion corresponds to the price-earnings ratio of halved production capacity delivery.
This judgment is actually very simple. Investors, especially big funds, and institutions have not forgotten the envy of "space photovoltaic power stations".
According to the public progress of the "Daily Project" plan promoted by Qunxing Group, the space photovoltaic power station will be completed and put into use around the middle of this century, that is, around thirty years ago.
Unless this super space project fails, nuclear power ships will not have any advantage when the space photovoltaic power station comes out thirty years later. It is equivalent to saying that the next batch of nuclear power ships will be eliminated on the spot after delivery, which is obviously unreasonable.
In the past, everyone thought that the "Daily Project" was a pie-in-the-sky operation, but today everyone increasingly feels that the "Day-by-Day Project" promoted by Qunxing Group will not fail, let alone a pie-in-the-sky operation.
The real investment is put aside. The space photovoltaic power station is a century-level space project, and it is a project strongly supported by the country. Star Group spared no effort to bet on the space photopower power station, and the various costs invested are already astronomical figures.
For this reason, a series of companies such as Jiuzhou Blue Arrow were born, as well as the epic explosion of the photovoltaic industry, all supported by space photovoltaic power stations.
Although nuclear power ships are also technological products of a revolutionary level, compared with space photovoltaic power stations, they are still a gadget worth mentioning.
After all, space photovoltaic power stations are also related to the profound expansion of the boundaries of civilization's survival and development into space and the universe. In the future, lunar bases, permanent orbital reef space stations, etc. will all need energy support from space photovoltaic power stations.
Whether on the surface of the earth or in space, whether within thirty years or the next hundred years, space photovoltaic power stations have a huge impact. Compared with this, nuclear power ships are really not worth mentioning.
So when we calculate the production capacity, we find that it is impossible to order these 100 nuclear power ships thirty years from now. Once we calculate this, we know that it is obviously a loss of money, otherwise the last few batches of nuclear power ships will definitely not even be able to collect the cost.
return.
But when the news came out today, it was different.
China National Nuclear Shipbuilding Corporation's own production capacity can launch 5 nuclear power ships every year, and then find 15 nuclear power ships from its friend shipyards. The annual production capacity is 20 nuclear power ships. The delivery of more than 100 nuclear power ships has directly begun in the past 30 years.
The cycle time is shortened to five or six years to be fully delivered.
Then there is no need to worry about the subsequent batches of nuclear power ships being launched and eliminated in place. According to China National Nuclear Shipbuilding Corporation, a nuclear power ship can recover its cost within five years. After thirty years, each nuclear power ship can bring in four
Total profit of 50 billion.
Electric power operations are under the control of Guo Jiadi Enterprises, and private enterprises cannot get involved. Moreover, this is a sure-profit business and a natural monopoly, so you can place orders with your eyes closed.
For China National Nuclear Shipbuilding Corporation, there is no problem in more than doubling annual profits. This is a real and substantial benefit.
However, there is still a trace of suspense, that is, how much OEM profit does China National Nuclear Shipbuilding Group intend to give to its friendly shipyards that manufacture nuclear power ships?
The higher the foundry profits given, it means that the profits of CNNC ships will be reduced. The current news released does not disclose the foundry profits of nuclear power ships to the outside world.
Now investors from all walks of life are making their own guesses and analysis, and those with connections and resources have already called to inquire, trying to get some inside information.
