Chapter 393: The last stop, return.
May 30, Monday, Ningbo Leshe Airport.
Gu Junhao walked out of the cabin, looked up and took a breath of fresh air.
It took 23 days. It was the first time that Reborn had been away from this city for such a long time, and now he is back!
"After you get your luggage, let Brother Li take you home first." Gu Junhao turned around and said to Zhang Yiru behind him.
"Okay, do you want to go home tonight?"
"Yes, it's just in Yingzhou. There's no need to stay in a hotel. I'll just show up and then rush over for the meeting tomorrow."
"Okay then, but I won't go home yet. I'll stay at my parents' place for one night. You don't have to go back either. Go to my parents' place."
"That's fine. I'll take you to your parents first and give them the gifts I brought."
This time I didn't come back directly to work, but for one research trip to a listed company in Yingzhou District.
After finishing this research trip, the Junshi research team can be said to have truly completed this trip.
Li Yaohui had already returned to the company before Liu Tingting and others, drove the car to the airport, and was waiting for Gu Junhao.
Although Li Yaohui did not play any role in this research trip professionally, his rich social experience still provided considerable help to the team.
A young team often means a lack of social experience and social skills.
In this regard, the young people at Junshi Capital still have a lot of room for improvement.
As soon as Gu Junhao arrived at the parking area, Li Yaohui had already seen the two of them and hurried forward to take the luggage.
This is what traveling with a woman is like: when you leave, you have two suitcases, but when you come back, you have four.
"Thank you for your hard work. Please send us to Jiangbei first." Gu Junhao said to Li Yaohui with a smile.
"It's not hard, just treat it as a trip." Lai Yiu Fai also responded with a smile. He knew where the Jiangbei the boss was talking about was.
It’s not that Lai Yiu-fai is flattering. For him, he has always maintained his previous exercise habits, and for this 20-day trip, it is really no different from traveling.
After speeding all the way to his father-in-law's house in Jiangbei, Zhang Mingde went to work, but Qin Ruolan was at home. After sitting for a while, Gu Junhao took Li Yaohui to Yingzhou District.
This is the last stop of the investigation. The itinerary lasted 20 days, from north to south, and then back to Zhejiang Province, passing through five provinces, including Shanxi, Henan, Anhui, Hubei, and Jiangxi. A total of eight listed companies were investigated, so the schedule was quite tight.
After meeting Liu Tingting and others, everyone looked a little tired, and Gu Junhao couldn't help but laugh.
"Boss, you're still laughing. You went out to play and left all the work to us." Liu Tingting said indignantly, and Li Xinyu also echoed her.
After the initial novelty, the endless research and travel reduced Liu Tingting and others' enthusiasm for the business trip to the lowest level. By the way, this was her first business trip since she started working.
For the first time, the boss arranged a devilish itinerary for himself, and he was the one leading the team himself. You can imagine the pressure.
Although the other members did not dare to speak to the boss like Liu Tingting and Li Xinyu, they generally felt tired.
Seeing the demeanor of everyone, Gu Junhao couldn't help but laugh secretly. You idiots, no business trip is an easy thing, especially when the schedule is full. At the beginning, everyone was scrambling to go, now you see what's going on.
"Haha, I am a little tired, but you have also gained something. I will give you a few days off when you go back. In addition, you will get a share of the bonus. Everyone will get it."
"Oh! Thanks, boss."
"Don't be happy too soon. Cheer up. This is the last stop. We need to maintain our appearance. Besides, we still need to write a summary of this investigation after we return."
"Boss, you are becoming more and more like a capitalist. Give me a sweet treat and then hit me with a stick."
"Stop talking nonsense and start getting ready. They are already waiting for us."
Today is Monday. The market once again broke through 2,800 points in the morning, and then rebounded upward like the previous trading days.
This is the fifth time that the Shanghai Composite Index has fallen below 2,800 points in the 15 trading days since the sharp drop on May 9.
In five trading days, the Shanghai Composite Index hit a low of 2780.76 points, and was quickly pulled up after five breakthroughs.
This shows that the support strength at 2800 points is still very strong; while rising rapidly, it also shows that the capital market is still relatively optimistic about bottom fishing below 2800 points.
Today's trading volume shrank further and the index continued to fluctuate in a narrow range. The banking sector played a role in protecting the market today.
On the way there, Gu Junhao also took a look at the company's performance today. Like the overall market, its performance was average, fluctuating around a 1% decline in the early trading session.
This company is Sansan Shares, one of the three major clothing brands in Ningbo. Gu Junhao’s purpose of investigating it was naturally not because of the clothing brand.
Instead, I want to see how the company's transformation into the lithium battery industry is progressing.
When it comes to Ningbo's industrial transformation and which company is the most successful, in Gu Junhao's opinion, Sansan Co., Ltd. is undoubtedly the first.
A well-known clothing brand did not rest on its laurels, but instead transformed across industries and entered the new energy industry. The difficulty of this can be imagined.
Many companies have considered transformation after reaching a bottleneck in their development, but there are very few companies that can truly succeed.
San San is one of the successful ones, and it is doing very well. Gu Junhao admires such companies.
The early stages of transformation will definitely be very difficult, and the funding needs will also be huge.
For this survey, Gu Junhao’s idea was to establish a certain connection with the other party.
If there is an opportunity, Gu Junhao would not only think about buying in the secondary market, but also about increasing capital in the primary market.
This kind of large-scale transformation requires huge investment, and it certainly cannot be supported by the funds of listed companies alone.
Raising funds through private placement is the only way.
During the two-day trip, Gu Junhao was more serious and attentive than during the first investigation, especially paying more attention to the company's new business.
Liu Tingting and others also clearly felt the boss's emphasis on this survey, which made them a little nervous.
"Boss, should we buy this stock?" Liu Tingting asked Gu Junhao quietly in private.
She knew that among the companies she had researched before, most of the company bosses had no intention of buying, they just wanted to cover up their tracks.
"I have this idea, but not now, and I don't necessarily have to buy it in the secondary market. It depends on the situation. Just work normally."
"Oh, okay. By the way, there's news about your return on the Internet!"
"So fast? Did someone from the company tell you about it?"
"That should be the case. There are a few people in the company who hang out in the fund comment section every day, but they are not from the core department, so we don't pay attention to them."
"What did you say?"
"He said he saw the boss's driver come back and drove away the boss's car."
"Then don't worry about them. But you should also pay attention to one thing. Ask the technical department to check these IP addresses and talk to them. Don't reveal too much inside information about the company."
"Yes, I understand."
On May 31, the Shanghai and Shenzhen stock markets, which had been fluctuating at a low level for 15 trading days, finally saw a big rise.
On that day, after opening slightly higher, the Shanghai Composite Index quickly rose under the leadership of brokerage stocks, and the index's gains further expanded in the afternoon.
The main large-scale funds in the two markets finally saw a long-awaited inflow, and the trading volume of the Shanghai Composite Index exceeded 200 billion in one fell swoop, reaching 236.5 billion yuan, which was twice as much as the previous trading day .
As of the close of the day, the Shanghai Composite Index was at 2916.15 points, up 3.23%, the Shenzhen Component Index rose 4%, and the ChiNext Index rose 4.92% to 2159.8 points. The total turnover of the two markets exceeded 630 billion yuan.
The ChiNext Index rose by 100 points, and nearly 100 stocks in Shanghai and Shenzhen stock markets hit the daily limit. The long-awaited surge boosted investors' sentiment.
A big positive line changed the beliefs of the leeks and also reduced the decline of the Shanghai Composite Index in May to 0.74%, returning to above the monthly 5-day line.
For Junshi Value Investment, today's resumption of trading of a stock once again triggered a small-scale subscription peak.
On the evening of May 30, Dingtai New Materials announced that the company plans to transfer all its funds and liabilities (valued at 800 million yuan) and exchange them for an equal value portion of the proposed asset, 100% equity of Shunfeng Holdings (valued at 43.3 billion yuan).
The difference will be paid by the company by issuing approximately 3.95 billion shares at RMB 10.76 per share. At the same time, the company plans to issue shares privately at no less than RMB 11.03 per share to raise no more than RMB 8 billion in financing.
After the transaction is completed, the company's controlling shareholder will be changed to Mingde Holdings and the actual controller will be changed to Wang Wei. This transaction constitutes a backdoor listing.
At the same time, the company's shares will resume trading on May 31.
The resumption of trading of Dingtai New Materials means that the news of Shunfeng's backdoor listing, which has been rumored in the market for a long time, has officially come true.
At the opening today, Dingtai New Materials opened at 15.16 yuan (1.4 yuan per 10 shares, 10 shares were transferred for every 10 shares, and the stock price became 13.78 yuan), up 10.04%.
Throughout the day, Dingtai New Materials only traded 835,300 yuan and only completed 551 transactions.
Based on the amount of backdoor listing and private placement, as well as Shunfeng's valuation, Dingtai New Materials currently has at least 5 times of room for growth, and relevant institutions have already given a share price forecast of 70 yuan.
Obviously, anyone who has chips in their hands at this time will cherish their chips very much and will not choose to sell them at this time.
If you want to enter the market, you can only do so through other means. Junshi Value Hybrid Growth, which held 1.92% of Dingtai New Materials' shares in the first quarter, has become the best choice for investors.
The reason is that among the top ten shareholders, except for several natural persons and the national team, Junshi Value Investment holds the largest share, and another fund only holds 0.57% of the shares.
If the share price of Dingtai New Materials can really rise to 70 yuan, the market value of Junshi Value Investment's holdings will exceed 300 million yuan, and it will naturally be a piece of cake to obtain certain returns through the fund.
"Ah, why didn't Brother T buy more? He only bought 60 million yuan. He could have at least bought 100 million yuan. He has plenty of money."
"Stupid! Junshi Investment's total size at the time was just over 600 million, less than 700 million. This was already the largest ."
"As long as Brother T's other holdings don't change, this stock alone will be enough to make next month's profit. Go for it, brothers."
"Don't be afraid. Brother T is back and the market is going to rise. Don't be afraid. Brother T understands the market."
"I bought it at the beginning of the month. I was stuck for a few days, but now I have made my money back."
"Brother T's fund is still stable. I won't buy stocks anymore. I will add to my position when the price drops a little bit. It's much more comfortable to just lie back and do nothing than buying stocks by myself."
“I don’t know how much Junshi Price Investment will rise after today’s close.”
“I envy the crowds that rushed in on the first day.”