Chapter 231: The Retreat of Junshi No. 1
"Ah? Don't sell it? What do you mean?" Xu Jianqing was a little confused for a moment.
"It means to keep it in the holding. Don't worry. I will inform you if there is any change, and add it to the stock pool by the way." Gu Junhao waved his hand.
Gu Junhao was naturally familiar with the stock price trend of CSR. Its peak also indicated the end of this round of bull market for such a stock at the center of controversy.
Gu Junhao originally didn't want to touch him. His original plan was to quietly make money from some stocks that had good gains but were not receiving much attention from the market.
However, since Xu Jianqing has already bought in and the transaction record has been formed, then he will keep the position. It can also be regarded as a witness for him to witness this bull market from beginning to end.
When the stock price reaches its peak, it might as well give yourself a reminder; yesterday’s stock price hit the daily limit, and today’s trading volume is so large. If nothing unexpected happens, CSR should soon suspend trading for restructuring.
When the stock resumes trading, this magical car will be the market's weather vane.
"Okay, I'll listen to you, Boss." Although he didn't know why the boss said that, Xu Jianqing didn't dare to ask any further questions.
"Please summarize the net value of the fund and make it public." The emotion caused by CSR made Gu Junhao no longer have the energy to review the situation.
In the previous life, I knew someone who bought the stock market at the highest point, but sold all his shares at around 16 yuan, closed his account and completely withdrew from the stock market. There was also a series of various negative news about him.
This is also one of the reasons why Gu Junhao is reluctant to touch the super-star stocks. The capital market is cold-blooded and ruthless. It is understandable to make profits through legal means, but for star stocks like this one that skyrocketed and then fell infinitely, Gu Junhao was always reluctant to touch him again.
"Fortunately, he was only given a quota of 2 million." Walking into the rest area of the trading room, Gu Junhao couldn't help but smile bitterly after calming down.
If he were given enough authority, since he had discovered CSR, given Xu's style as a speculator, he might really become a figure like Brother Zhao.
In the second week of October, Junshi No. 1 ended the week's trading with a stock market value of 57.3524 million yuan, a cash flow of 21.6160 million yuan, a total scale of 78.9684 million yuan, and a net value of 1.9742.
Among the chips held, 5,000 lots of Dongfang Wealth and 200 lots of Yinzhijie were added , and the other was 3,600 lots of Zhongguo CNR. Zhongguo CNR also became the first Shanghai-listed stock that Gu Junhao bought since his rebirth.
Is this destiny? Gu Junhao couldn't help but think superstitiously.
After the official net value of Junshi No. 1 was announced, the market was surprised by its performance of retreating for the second consecutive week.
There are only eight trading days since October, and Junshi No. 1 has retreated by nearly 4% within eight trading days. This does not seem like Gu Junhao's usual stable operating style.
Gu Junhao doesn't care much about these things. It is almost impossible for a fund to never have a drawdown.
As long as the fund's drawdown is controlled within an acceptable range, that's fine.
Moreover, judging from the trend this month, if there is no large-scale reduction in positions, the retracement of Junshi No. 1 will continue to deepen.
However, even if you want to reduce your holdings, you have already lost the best opportunity. In Gu Junhao's opinion, the doubling of the fund at the end of September is the best opportunity to reduce your holdings.
After the National Day holiday, the four holdings adjusted ahead of the overall market. Under this circumstance, the opportunity to reduce holdings had been lost.
At this point, there is no better way than to welcome the adjustment with a heavy position.
This is probably what every investor who doubles their returns, or every stock that doubles their returns, has to go through, right?
This is the case with Junshi No. 1 and Tonghuashun, which officially fell to the 60-day line this week.
The stock price has fallen by more than 18% from its peak to date . For a stock that has doubled in price, this correction is still within the normal range.
"Looking at the situation, we should be able to pick her up around the week." Gu Junhao said, touching his chin as he reviewed the situation with Tong Huashun.
The 60-day lifeline of the weekly chart has a pullback of more than 18%, which is already a large price range.
The stock price of Tonghuashun is already very close to the support level that Gu Junhao had previously expected. The only pity is that the trading volume is too small.
Tonghuashun's transaction volume this week was only 281 million yuan. Although it was a significant increase compared to last week's 164 million yuan, it was still too small.
If you want to buy it, it will probably take several trading days; Gu Junhao is mentally prepared for this.
Over the weekend, Gu Junhao ignored the issue of the net value drawdown of Junshi No. 1 that was widely discussed online. Compared with the Internet, the VIP customer group seemed quite calm.
Whether it was a net value of 1.97 or a net value of 2, everyone made a lot of money and didn't care about this slight pullback at all.
At the weekend, Gu Junhao was invited by Jiang Jianbai to go to Feng City to inspect the latest production line.
When I met Jiang Jianbai again, Jiang seemed full of energy and enthusiasm, which was completely different from the hesitation he had when signing the contract and the feeling of desperate but also a little fear.
The official launch of the production line also means that Berning Auto Parts has officially stepped into a new level and officially entered the field of new energy vehicles.
Jiang Jianbai attaches great importance to the quality of the first batch of orders. In recent times, Jiang Jianbai has been keeping a close eye on the procurement of raw materials and the selection of suppliers for mold production .
Looking at Jiang Jianbai who was explaining the manufacturing process to him, Gu Junhao couldn't help but smile and said, "Brother Jiang looks very tired, but he is in good spirits."
Gu Junhao didn't even have a vague understanding of the production process. All he knew were some memories of the information left by his predecessor. Naturally, he wasn't very interested in Jiang Jianbai's explanation.
Seeing Gu Junhao's expression, Jiang Jianbai suddenly realized: "Haha, I was too involved, I forgot you didn't understand. I was also too involved recently."
"Every profession has its specialties, but Jiang, you still need to take some rest. You haven't married a 985 student yet."
"Ha, that's right. Pay attention next time. Come on, I'll show you another workshop."
After realizing the deviation in their thinking, the subsequent inspection became a bit cursory; Gu Junhao didn't care much about it, as he didn't come here to interfere with the production.
In addition to looking at the progress of the project, it is more of a support in attitude. However, seeing the current progress, Gu Junhao is still very happy.
There is no shortage of orders and funds, and the founder maintains his entrepreneurial passion. It is highly likely that his first industrial investment in his life, an investment of 6 million, will not go to waste.
At night, Gu Junhao did not stay overnight in Feng City. After having a simple dinner with Jiang Jianbai, Gu Junhao and the driver rushed back to Beicang overnight. This time, Gu Junhao did not need to drive himself.
Having learned from the lessons of his last business trip to Shanghai, Gu Junhao accelerated the recruitment of drivers after returning, and found a driver who met his requirements through his connections.
The new driver is a retired soldier named Li Yaohui, 33 years old. Gu Junhao's first impression of him was that he was very tall and handsome, which was rare.
As for driving skills, there is no need to worry since I have been introduced to Gu Junhao.
As for his personality, he was not as serious as the legend said about this profession. After getting to know him, he became quite cheerful in conversation. Gu Junhao felt that this kind of personality was good.
Not all people of this type need to be serious. Individuals are naturally independent in character, and Gu Junhao respects everyone's character.
Besides, it is better to have a driver who can talk and chat with you during a business trip than one who is like a sullen person all the way.
Today is also the first time that Lai Yiu Fai goes on a business trip with Gu Junhao. To him, his boss is much easier to get along with than his colleagues are rumored to be, which makes him feel at ease.
On Sunday, Zhang Yiru and Liu Ruihuan went out shopping. Gu Junhao did not join in this kind of close friends' gathering. Instead, he chose to stay at home and browse news related to the stock market.
Entering the second half of October, it is the time for listed companies to disclose their third quarter financial statements, which is also the warm-up period for the annual report market. From now until the end of the year, some stocks whose performance growth exceeds expectations are worthy of attention.
According to statistics of relevant data, as of today, 84 companies in Shanghai and Shenzhen stock markets have disclosed their third quarter reports. The performance of these 84 companies is undoubtedly good. Companies that can announce their performance at the first time are naturally good.
What is more interesting is that among these 84 companies, the Minsheng Fund appeared among the top ten circulating shareholders in 22 of the third quarter reports, and 11 of the 22 were new holdings.
Judging from the industry distribution of individual stocks, the main directions of the Minbao Fund's layout are emerging industries and the two main lines that benefit from reforms, while ordinary investors are still struggling with intraday ups and downs.
Big funds have already revealed the specific direction of the two markets from their holdings; but all this is not taken seriously by ordinary investors.
Among these 84 companies that disclosed their financial statements in advance, the four stocks held by Junshi No. 1 are not included (excluding Zhongguo CSR and CSR purchased this week). The financial reports of the four holdings will not be announced until next weekend.
However, Tong Huashun, which is listed on Gu Junhao's personal account, did announce its third-quarter performance forecast this weekend. From this announcement, which has not been pre-audited by an accountant, it can be seen that Tong Huashun's performance is quite good.
Benefiting from the rebound of the Shanghai and Shenzhen stock markets in the first three quarters, the Shanghai Composite Index has risen from around 2115 points at the beginning of the year to the present, an increase of more than 10%, which has revived investors' enthusiasm.
This increase is also reflected in Tonghuashun's performance. The renewed enthusiasm and confidence of investors has led to a significant increase in demand for Internet financial information services.
Tonghuashun's third quarter performance forecast shows that the net profit attributable to shareholders of the listed company will increase by between , and the profit is expected to range from 20 million to 24 million.
