Chapter 137 Industrial Opportunities
"It's okay. Our total position is only more than 2 million. It's a good thing that emotions have cooled down." Gu Junhao also said with a smile. After confirming the bid in today's call auction, he felt relieved.
Honestly speaking, if the overall size of the fund was not only over 40 million, Gu Junhao would not have dared to reduce his position from 25% to 5% even if he did not make a judgment but knew that there would be a correction today.
All this is because the total amount of funds is not too large. After this round of adjustments, Wan'an Technology will also build a position. In this way, except for the remaining liquidity, the more than 40 million yuan of funds can be distributed in the five support warehouses and it is still very easy to buy back.
"The boss's Tong Huashun also fell. The boss is really too strong!"
Tonghuashun opened at 14.53 yuan, down 2%. The day after the large-volume breakthrough, it did not even open higher, and the volume also shrunk a lot, which was a world of difference compared to yesterday.
Trading started at 9:30; the Shanghai Composite Index opened low and continued to fall, with the index moving unilaterally downward. The heavyweights that had risen yesterday collectively stalled, and the same was true for the ChiNext Index. The opening point was the real-time highest point, and the index moved downward even faster than the Shanghai Composite Index.
"Boss, the index has fallen unilaterally. Most of the stocks that opened high have turned green." Xu Jianqing shouted excitedly. The stocks on the big screen moved frequently, but most of them showed large sell orders.
"Well, let's look at the market." Gu Junhao was unmoved. However, today's one-sided decline without any signs has caused a lot of heated discussion in Taogu Bar, and the central figure of the topic is still Gu Junhao.
"Hey, I cleared my position in the morning call auction directly. It was at the flat price, with no loss. I can trust Brother T for sure."
"It's so tragic. I bought Tonghuashun yesterday afternoon and sold it at a high price. The profit per share was 7 cents. I accidentally became the buyer for Brother T."
"Be happy, look at today's index. You can still get away with it. Brother T really never cheats people. His stocks all have the chance to rise."
"Luckily, Brother T's private seat was exposed before, otherwise I wouldn't have known where to follow him."
Gu Junhao didn't know that he had once again become a hot topic in Taogu Bar. He didn't have to trade for the whole morning and was very relaxed chatting and watching the market with the trio. It seemed that this was the first time that everyone was in a bad mood?
There were disagreements on the market. In the morning's battle between bulls and bears, bears undoubtedly defeated bulls. In the afternoon trading, the declines in both markets further intensified. Although rights stocks occasionally tried to maintain the market, it was all in vain.
The occasional slight increase in the weight has instead accelerated the decline of small and medium-sized start-up stocks. At this point the bulls have already raised the white flag. Since the weight cannot be smashed, then they will smash the small and medium-sized start-up stocks.
After a full day of trading, the Shanghai Composite Index eventually fell by 0.92%, with trading volume falling to 70 billion yuan, closing at 2066.70 points, while the ChiNext Index fell by 1.30% to 1377.43 points. The trading volume remained above 30 billion, with a total transaction volume of 30.735 billion yuan.
In terms of individual stocks, both markets closed in the red, with small and medium-sized enterprises suffering the most. There were countless stocks falling by more than 3%. Overnight, we returned to the period when the index fell slightly but individual stocks fell sharply.
You have to know that at the close of yesterday, the market was still calling for a bull market. The capital market is so unpredictable.
Today's fund account also ended in the red, but because the overall position was not large and the retracement rate was not large, the overall loss for the day was 729,000 yuan. This was the first retracement of Junshi No. 1 since its establishment.
Following a sharp drop of 3.62% yesterday, Hailanxin opened high and closed low again today, down 3.81%. In three trading days, the stock price fell from the highest point of 17.69 yuan to today's closing price of 15.90 yuan, a correction of 12.58%.
Dongfang Fortune performed relatively well today, closing down 0.90% at 12.14 yuan, with trading volume falling to near the daily average price. Xibu Securities, a stock with a relatively small fluctuation, closed down 1.26% today, with the share price falling back below 11 yuan to 10.93 yuan.
The stock with the largest drop among all holdings is Yinzhijie, which plunged 6.09 % today to close at 16.38 yuan, with trading volume expanding to 107 million yuan. Yesterday's gains have been completely wiped out.
The four people still did not make any operations this afternoon. Dongfang Wealth had no room for operation. Wang Ruoyu looked at the market calmly, but the stocks traded by Xu Jianqing and Liu Tingting both suffered a sharp drop. Both of them seemed a little excited.
Especially Xu Jianqing, if Gu Junhao hadn't stopped him, he would have been unable to resist the urge to buy at the bottom. After all, Yinzhijie's intraday decline in the afternoon reached a huge 8.33% at one point.
What a joke! Today is only the first day of adjustment and the panic selling has not been cleared out yet. How is it possible to buy the bottom so early? Even if the sentiment eases tomorrow, don't forget that there is still Thursday. The market may continue to fall sharply.
Therefore, the ideal time period for bottom fishing should be Thursday afternoon and Friday this week. If the five trading days of a week are compared to a stock, Monday can be regarded as a high opening in the morning, and today can be regarded as a low closing.
For stocks that opened high and closed low without a big drop, even if you buy the bottom during the trading session, even if you miss the rally, you have to wait until the end of the trading day to confirm its safety before buying the bottom again.
"Okay, there's no need to review the market. Let's stop here for today. Also, I have something to do tomorrow so I won't come. You guys manage it yourselves." Gu Junhao said after the market closed. Today was the most relaxing day since the fund was established.
The reason why I stayed in the trading room all day was to share some bottom-picking experience with the three of them. I can't come to the company tomorrow, so they have to judge the specific market situation by themselves.
…
On Wednesday, Gu Junhao arrived at his former company, Deye Technology, at the agreed time; he went directly to the department where he had worked previously, almost a year had passed; there had not been much change in the personnel, and it was still those familiar faces.
"Hey, Xiao Gu, you're here. Are you back to work?" The clerk in the R&D department said with some surprise when she saw Gu Junhao. She thought Gu Junhao was called back to work by Lao Lu, as Lao Lu had been very caring towards Gu Junhao before.
Otherwise, it would be difficult for Xiao Gu, a newcomer with a low level of education, to gain a foothold in the R&D department. Although the technical people in the R&D department may lack in social skills compared to others, it does not mean that they have no vision.
"Hello Sister Li, I'm just passing by and came back to see you all. Where is the leader?" After coming in, I didn't see Lao Lu.
"He went to another department to get something. Do you want me to call him?" Sister Li was not very old, about 27 or 28 years old, and married. She had been quite caring towards Gu Junhao before. Of course, in addition to Gu Junhao's pleasing appearance, she also noticed Lao Lu's attitude.
"No, I'll wait for him. How is Sister Li doing recently?" Gu Junhao was not in a hurry. The time had already been agreed upon. It was impossible for Old Lu to be away for a long time. He would probably be back soon.
"I'm still the same, neither busy nor idle, but Xiao Gu is becoming more and more handsome."
The place you live in can change your mood and the environment you live in can change your body; changes in status and environment can indeed change a person's temperament. In Sister Li's opinion, Xiao Gu is still the same Xiao Gu, but he seems to be no longer the same Xiao Gu.
Gu Junhao was chatting with his former colleagues in the R&D department while waiting for Lao Lu. Sure enough, Lao Lu came back after a few minutes.
"You're here, and quite punctual. " Old Lu said after seeing Gu Junhao.
"It just so happens that I'm not busy today, so I came on time."
"Come on, follow me." After putting down the documents, Lao Lu led Gu Junhao to the office of Zhang Jun, the boss of Deye Technology. On the way, Lao Lu asked about his feelings about returning to the R&D department and what he talked about with his colleagues.
"As for my feelings, that's it. I didn't visit other places, and there haven't been many changes in the R&D department. My colleagues just chatted casually and asked me where I work now. There's nothing else." Gu Junhao said with a smile.
"Then what did you say?" Old Lu was somewhat curious about how Gu Junhao answered this question. After all, Gu Junhao had not spent a particularly long time in the R&D department before. He was basically in a state of learning and helping out, and rarely completed a design independently.
I used to be a young man, but now I am wealthy. I have founded my own investment company, which is running pretty well, and even attracted the attention of my boss. I wonder what kind of changes will happen to my mentality when I return to the place where I worked before with such an identity.
"I didn't say anything. I just said that I'm still in Beicang and I changed jobs for a different company. I'll treat everyone to a meal when I make some money in the future." Gu Junhao knew what Lao Lu meant and repeated what he said truthfully.
"Earn money in the future? Don't you think you're making money now?"
"Now, not really. Our company doesn't have any profit yet, and I'm the one subsidizing it." This is not particularly forced. Although he has some wealth now, the company will not have any profit before the first fund is officially settled.
Gu Junhao also briefly explained to Lao Lu the profit model of Junshi Capital, and Lao Lu suddenly understood.
"Then you are under a lot of pressure. There won't be any profit within a year at least. You young people are really brave." Old Lu couldn't help but sigh after listening to this.
A company that has not made any profit within a year, and whose profit after a year is unknown, I am afraid that even if such a company gives itself money, I would not have the courage to work for it at my age.
During the conversation, Lao Lu also learned about some of Gu Junhao's experiences after he left his job. While marveling at Gu Junhao's miraculous experience, he couldn't help but feel a little gratified. He didn't expect that the little kid who squatted on the ground to write back then would have achieved such success.
"We're here. I'll go knock on the door. Please wait a moment." Old Lu said as they arrived outside the chairman's office on the top floor of Deye Office Building.
"Come in." A hearty voice came from inside the door.
"Boss, Xiao Gu is here." Old Lu, who was the first to enter, said. People of their generation came from grassroots backgrounds and were accustomed to calling the actual controller of the company the boss.
"Hello, Mr. Zhang, thank you for inviting me." Gu Junhao walked out from behind Lao Lu and extended his hand; this was his first time entering the chairman's office of Deye Technology.
The tall, calm-eyed old man in front of me is nearly sixty years old. To my previous incarnation, I was the only one who knew him before, and he never paid attention to me.
Zhang Jun, born in 1952, has a high school education. He started out as a self-employed person engaged in mold work and eventually founded the initial form of Deye Technology in 1990. Since then, the company has grown in size. In addition to independently developing small household appliances, it is also a supplier to the second largest air conditioner manufacturer in China.
