The Shanghai index has set a record low in 23 years. Danbin is busy copying the bottom and shouting all bullets are gone

category:Finance
 The Shanghai index has set a record low in 23 years. Danbin is busy copying the bottom and shouting all bullets are gone


Yesterdays large-scale decline of individual stocks

The last time the Shanghai index exceeded its opening decline on February 3 was February 20, 1997, when it opened 9.61% lower.

On February 3, individual stocks fell and stopped on a large scale. From the perspective of the market, only medicine, masks, super fungi and influenza were in red, while other sectors all fell, with tourism, scientific and technological innovation, chips, military industry and other sectors leading the decline.

In the face of the stock market crash, what is private equity busy with?

Private placement tycoon Dan Bins Micro blog shows that he is busy copying the bottom. To instruct traders, the new fund will buy leading liquor companies, leading battery companies, leading Internet companies (Hong Kong stocks) and leading online education companies (Hong Kong stocks), and the bullets are gone! it said on its microblog.

This time, danbin used the newly established private fund. The reporter of daily economic news noted that the official wechat of Dongfang harbor announced the establishment of the companys new private placement products, and on November 15, 2019, it established the No. 1 private placement fund of guangyujiashu of Dongfang harbor. On December 12, 2019, a total of 7 private equity products were newly established, including Dongfang harbor Fuhua Hong No. 1 private equity fund, Dongfang harbor Yitian No. 1 private equity fund, Dongfang harbor marathon No. 20 private equity fund. On December 31, 2019, danbin also established Dongfang harbor Wanxiang phase 1 private fund and served as the investment adviser of China Resources trust Dongfang harbor vision No. 3 trust plan. By 2020, the pace of danbins new product development has accelerated significantly. On January 10, 2020, the company established Tianyun growth No. 1 private fund of Dongfang harbor and served as the investment consultant of China Resources trust - Dongfang harbor xinhongjiashu No. 1 trust plan. On January 14, 2020, the company established Haiya international No. 1 of Dongfang harbor, Dongfang harbor Gaoshan private fund and served as the investment consultant of Zhongrong Dongfang harbor No. 5 trust plan.

In fact, tens of billions of private placement bullets still exist. Data shows that since December 2019, Jinglin asset, Danshui spring, Kaifeng investment, Chongyang investment and other 10 billion level private equity have actively issued products. Among them, Jinglin asset is the most active and has issued several products successively, including Jinglin research selection a, Jinglin research selection B, Jinglin research selection C, Jinglin research selection D and Jinglin Fengshou 6 exclusive sub fund 1. On January 15, 2020, Gaoyi asset filed the third phase of China Resources trust - Gaoyi Linshan optimization, and Danshui spring filed the 12th phase of Danshui spring special private securities investment fund. On January 15, LBM investment, a foreign private placement giant, filed the galaxy capital LBM Xinhuai No. 1 collective asset management plan. In 2019, LBM investment successively filed four products.

Private placement appeals to customers to be rational

Some investors are worried about the impact of the epidemic on the market.

It is understood that during the SARS epidemic in 2003, the stock market had undergone a significant adjustment, and many institutions compared the impact of the epidemic on a shares with that during the SARS epidemic.

According to the survey conducted by private placement platoon.com on domestic fund managers, 63.79% of private placement believed that the impact of the epidemic on a shares would surpass the SARS epidemic period, and 36.21% of private placement believed that the impact of the epidemic on Chinas economy was limited, because many enterprises would have stopped production or cut production during the Spring Festival, and from the current prevention and control situation, the epidemic lasted for a relatively long timeu201c The SARS epidemic will be shorter.

The reporter of daily economic news noted that while there are private tycoons with hot wire to copy the bottom, there are also private institutions to start hot wire to appease customers. For example, Mingyao investment, an old private fund in Shenzhen, released the strategy of the market will not collapse, panic selling is to send money to appease customers. Mingyao investment believes that at the current stage, investors need to objectively judge the facts and cant be controlled by people who transmit panic and exaggerate emotions. Emergencies will have a certain impact on the economy, but SARS has proved that no matter how big an event is, it is only seasonal.

This will eventually be an adjustment, and a good company will eventually continue to set a new high, because this is only a healthy crisis event, rather than a crisis caused by the passive contraction of leverage. On the contrary, monetary easing caused by the epidemic will lead to a shortage of good assets in the future. The funds that leave the market in the short term will find opportunities to buy back, and even more funds will enter the market at a low point, said Mingyao investment. Given that the Shanghai stock index has broken 3000 before the festival, we estimate that there is still some room for the market to fall. However, the impact of this event on individual stocks is different, and some of them will have a greater impact. At present, the stock market is cheap as a whole, and funds will not leave the market for a long time. We also have high confidence in the future development of shareholding. Investors need not panic at present. We need to be rational when others panic. For good companies and companies with good growth in the next three years, if they have low prices and money, they need to increase investment, because the selling caused by panic is actually money delivery. We dont think the epidemic will change the medium and long-term trend of the economy, but its still difficult to judge when the epidemic will ease. Its still necessary to continuously evaluate the basic impact degree and impact time of the domestic economy and listed companies, and be cautious about short-term bottom copying, Maodian asset told the daily economic news. If the market continues to fall sharply and rapidly, it will probably have a considerable rebound, focusing on technology sectors, such as 5g, semiconductor, new materials and other industries. Li Jinlong, general manager of Reagan fund, believes that investment can focus on the pharmaceutical and equipment sector, but the pharmaceutical and equipment sector is also estimated to be the main short-term speculation, more to see whether the future market will fall sharply and the market as a whole will have a better buying point. Source: editor in charge of daily economic news: Yang bin_nf4368

This will eventually be an adjustment, and a good company will eventually continue to set a new high, because this is only a healthy crisis event, rather than a crisis caused by the passive contraction of leverage. On the contrary, monetary easing caused by the epidemic will lead to a shortage of good assets in the future. The funds that leave the market in the short term will find opportunities to buy back, and even more funds will enter the market at a low point, said Mingyao investment. Given that the Shanghai stock index has broken 3000 before the festival, we estimate that there is still some room for the market to fall. However, the impact of this event on individual stocks is different, and some of them will have a greater impact. At present, the stock market is cheap as a whole, and funds will not leave the market for a long time. We also have high confidence in the future development of shareholding. Investors need not panic at present. We need to be rational when others panic. For good companies and companies with good growth in the next three years, if they have low prices and money, they need to increase investment, because the selling caused by panic is actually money delivery.

We dont think the epidemic will change the medium and long-term trend of the economy, but its still difficult to judge when the epidemic will ease. Its still necessary to continuously evaluate the basic impact degree and impact time of the domestic economy and listed companies, and be cautious about short-term bottom copying, Maodian asset told the daily economic news. If the market continues to fall sharply and rapidly, it will probably have a considerable rebound, focusing on technology sectors, such as 5g, semiconductor, new materials and other industries.