At the opening of the market today, Yili shares hit its second one-line daily limit, and more than 2 million orders were closed to seal the daily limit.
There is a saying in the market that "the first board sets the trend, the second board fixes the dragon, the third board becomes the demon, and the fifth board becomes the devil." Today, Yili shares successfully entered the second board and became the popular leader in the concept of raising cards.
Everyone couldn't buy Yili shares, so they turned around and bought other stocks with placard concept themes. This set off a round of popularity, leading the market to hit the daily limit, and drove the sector to take off collectively. In the morning, the placard concept sector soared by +6.22%, and it continues to rise.
A surge in price limit was set off within the sector.
When the mood comes, the chickens and dogs will rise to the sky. When the mood ebbs, of course, the chicken feathers will be everywhere.
While market funds are speculating on other stocks in the sector, they are also keeping an eye on the popular leader Yili Shares. It is the centerpiece of this market. As long as the leader dies, this market will not end easily.
After today's close, the placard-raising concept sector rose sharply by +8.36%. The coefficients of seven placard-raising concept stocks reached their daily limit, and other miscellaneous stocks also rose sharply.
However, not long after the market closed, Yili Holdings suddenly announced that it was planning an emergency trading suspension next week on major matters.
Good guy!
The most popular leader took the initiative to lock himself into a small dark room after only two posts. Everyone who came in today couldn't help but trembled and prayed that next Monday he would be alright.
No one would have thought of directly pulling the switch, and I didn't expect Yili to be so cowardly.
The market has also conducted various analyzes and interpretations on the emergency trading suspension of Yili Shares. Some insiders believe that the emergency trading suspension of Yili Shares is to find support from "financiers" to avoid the risk of being maliciously acquired by Tiansheng Capital.
Avoid the fate of Yili Co., Ltd. becoming “An’s No. 2”.
According to public information, among the shareholders of Yili Shares, the largest shareholder holds 8.79%, the second largest shareholder Xiangjiang Clearing Co., Ltd. is a foreign capital, holding 6.22%, and the third largest shareholder is the chairman.
, the shareholding ratio is about 3.89%.
Now that Tiansheng Capital has powerfully overturned the Yili brand, it has surpassed Yili's chairman and become the company's third largest shareholder. If this trend continues, Tiansheng Capital will become the company's owner as long as it completes the second bid.
The largest shareholder.
At the weekend, the news continued to ferment, and the attention and enthusiasm of the capital market continued to soar.
Tiansheng Capital subsequently issued an official statement today, expressing its commitment to "not actively seek to become the largest shareholder of Yili shares, and will no longer increase its holdings of Yili shares in the next quarter." It also stated that "none of the above commitments will be made."
It will change due to any relevant changes and will not change due to some over-interpretation of the market."
At the same time, Tiansheng Capital also emphasized that "this is only a long-term strategic financial investment and does not participate in the specific operational management of the company."
Despite the rapid release of official statements, it is still difficult to completely dispel the doubts of the outside world for two reasons.
The first point is that during the last "Anty war", you, Tiansheng Capital, also talked about long-term strategic financial investment. As a result, you almost overturned the board of directors. Although the final result greatly exceeded the market's expectations,
In a sense, Anshi Group's current operations are not interfered with by Tiansheng Capital, but it still depends on Tiansheng Capital's face.
Tiansheng Capital's failure to exercise its power does not mean that it does not have this power. This is a huge deterrent.
The second point is that Yili shares also have an over-dispersed shareholding structure and have been invaded by capital with malicious intentions. Especially Tiansheng Capital, which now has hundreds of billions of liquidity, will definitely overthrow Yili shares more than last year.
It is much easier to subvert Anshi shares.
In terms of news over the weekend, big names from all walks of life are analyzing and interpreting the news. The final result is, don’t panic!
No matter what you say, Tiansheng Capital invested 40 to 50 billion yuan. This is real money and cannot be faked. Will Tiansheng leave at a loss?
No one believes it!
Although Yili Shares has taken the initiative to lock itself up in a small dark room, the logic of this market wave remains unchanged. As long as the big brother does not let it out, as long as there are no sudden major changes in the news, this wave of market prices based on the placard concept will never end easily.
The bastards outside can make a fool of themselves, and hot money will not easily let go of such expected hype.
…
The time has come for Monday, June 27th
The market opened in a new week, and the concept of raising placards did not mean to stop. As the general leader Yili Shares, which everyone recognized, entered the dark room, the market funds quickly overthrew "Long Er" with the intention of "usurping the throne"
"The overall leader in stable popularity.
At around 9:39 in the morning, Lang Fang, a stock with a placard concept, opened higher and moved higher and quickly closed the daily limit, becoming the first stock to be closed in the placard concept sector in the new week. All funds in the market began to pay attention to the first closed stock.
Langfang development of the board.
In the next few trading days, Lang Fang successfully completed his promotion and became the new popular leader in the placard concept sector. With the combined efforts of various speculation funds in the market, he got out of the continuous bull market.
Monday is the market, Tuesday is the market, Wednesday is the market, Thursday is still the market, and Friday is still the daily limit.
And unlike the straight-line board of Yili Shares, Lang Fang's development is all about relay boards. The relay funds do not eat alone. They only take one or two boards after a wave of promotion, and then the newly incoming hot money carries out the sector relay, driving Lang Fang.
The trend of Fang Development continues to rise all the way up the board.
After going out of five consecutive boards in the new week, plus the one board last Friday, it has gone out of six consecutive daily limit boards. Three boards have become a monster, five boards have become a devil, these are six boards, and there is no suspense about this.
The total popularity leader of the wave of emotional hype.
The whole concept of raising placards has gone crazy.
It is no exaggeration to say that the most eye-catching drama of this year's Big A, apart from the big circuit breaker at the beginning of the year, is the "card raising". This year can definitely be called the "card raising" year.
At the turn of half a year, various funds are vying to steal the spotlight. Tiansheng Capital actually turned over the brand without doing much, but it had no choice. Last year's "Antian War" was impressive, and there were "criminals" there.
.
Tiansheng Capital's bid and other funds' bids have completely different statuses in the minds of many people.
In fact, the most fun thing about raising cards this year is not Tiansheng Capital, but insurance funds. Insurance funds have repeatedly made waves in the capital market, frequently raising cards for listed companies, and causing market shocks wherever insurance funds go.
It is even worse now. With the shortage of assets and the decline of interest rates, the allocation ratio of insurance funds to equity assets continues to rise. Wherever these funds go, the related stocks rise extremely sharply. The investment style of fast in and fast out is simply
It subverts people's low-key and conservative image of insurance capital.
…
At around 16:00 pm on Friday, July 1st, Tiansheng Capital Headquarters.
"Come in!"
Lu Ming was sitting on the boss chair in his desk, closing his eyes and concentrating. He heard someone knocking on the door and responded.
The person who walked into the office was Su Xiaoman. "Half an hour has passed since the market closed today. Regulators have spoken out. In the face of the 'fast in and fast out' speculative behavior of insurance funds in the capital market, as well as the leveraged buyout and other behaviors behind the chaos,
, the regulatory authorities have spoken harshly, saying that a series of targeted measures will be introduced. Some sources claim that after the secondary market increases its holdings by more than 5% in the future, every 1% increase in holdings will trigger a raise, instead of an integer multiple of 5%.
Trigger the next sign raise."
Lu Ming couldn't help but open his eyes when he heard it, and said: "So harsh? It seems that the supervisory authorities can't stand it any longer. It's time for the current round of hype around the concept of raising placards to stop."
This news came out after the market closed today, which is a major negative for the extremely popular placard concept theme. This means that insurance capital placards will face more stringent supervision, which is undoubtedly a big problem for the placard concept sector.
A heavy blow.
Lu Ming thought about it for a moment, and then decided: "Understand the spirit of the management's message, since the management wants to cool down the hype concept, then I, Tiansheng Capital, will take the initiative to be a firefighter."
Su Xiaoman asked curiously: "How?"
Lu Ming smiled and said: "Simple, let's pour some cold water on it over the weekend and directly announce the 'Tiansheng 150' investment portfolio to the outside world. In other words, we directly take the initiative to raise our placards and make all our positions public. Anyway, the semi-annual reports are pre-disclosed by major companies."
Listed companies will also get the company's latest shareholder information, and the investment targets will be on the list of the top ten circulating shareholders. It is better to wait for the listed company to disclose it than to take the initiative to disclose it."
Lu Ming simply threw out his sign now to cooperate with the management's rectification of the concept of holding signs, although this act of proactively raising signs seemed to make the concept of holding signs more popular.
But if you think about it carefully, that's not the case at all.
Tiansheng Capital’s crazy purchase of 150 products shows that it is really serious about investing in a company and holding it for a long time. It is definitely not a “quick in, quick out” speculative operation like insurance capital. How can you be casual when the scale of funds increases?
Moving around?
Yili Shares, which is now panicking, will definitely give up the panic immediately after seeing this news and let the company resume trading with confidence.
The reason is very simple. No matter how rich Tiansheng Capital is, can it buy 150 listed companies at the same time? Moreover, a large number of stocks with heavy positions are all big A-weighted white horses and big blue chips. Open the investment portfolio of "Tiansheng 150" and take a look
, Haitian Anshi Mao Wulu, Zhaoshang Bank, Ningbo Bank, Ping'an Bank, Magnesium Group, etc., they can easily make big bills in the market of hundreds of billions and hundreds of billions.
Acquired all these companies?
What kind of international joke are you kidding? Lu Ming probably wants to get in, right?
Therefore, the conclusion is self-evident. This round of active placards clearly tells the market that Tiansheng Capital really has a heavy position and holds these listed companies for a long time. Being optimistic about them is a serious long-term strategic financial value investment.
It is not speculation of fast in and fast out.
Yili must be relieved, but the investors who are hyping up the concept of placards will definitely feel cold all over when they see these two bad news and want to run away.
