Rebirth of the Capital Legend

Looking at the 'Hengda Real Estate' stock with a market value of only about 300 billion yuan, the 'Rongchuang Real Estate' stock with a market value of more than 100 billion yuan, and the stocks of 'Dahua Shares' and 'Hikvision' that have been halved from near the high point of last year's bull market, Su Yi could not hide his excitement.

Because he knows that the industry fundamentals will continue to improve.

The performance of these industry-leading companies will increase several times or even ten times in the next one or two years.

This will also lead to the prices of these stocks, as their performance grows, being hyped up to an astonishing level by public funds that flock in, as well as active market investors who speculate and invest.

“Eh… I feel like there is some money building up positions to eat the food!”

While the main fund product "Huayi Expedition No. 1" managed by Su Yi continued to buy stocks such as "Dahua Shares", "Hikvision", "Shenhua Coal Industry", "Jincheng Coal Industry", "Hengda Real Estate", "Rongchuang Real Estate", etc., Huarui Fund Management Company in Shanghai has a certain position in the security lens sector such as "Dahua Shares" and "Hikvision". The main fund product trading department of "Huarui Performance Growth No. 1" has a certain position. Jia Yongxiang, the fund trading team leader, stared at the stock trend of "Hikvision" which continued to explode and the stock price continued to rise, and his eyes showed obvious surprise: "In just ten minutes, I have seen multiple active buy orders of 3000 lots. I wonder which funds are building positions?"

"It's not just the stock 'Hikvision'." While Jia Yongxiang was surprised, fund manager Song Shaopu smiled and turned his attention to the entire 'security lens' concept sector. He saw that the net inflow of funds in the entire sector continued to increase significantly as the market trading hours progressed. He smiled and said, "It seems that some industry institutions have taken a fancy to this sector. Our previous layout in this sector is worth it."

"It looks like major funds are continuously buying positions." After observing for a while, Jia Yongxiang said firmly, "Mr. Song, should we further increase our positions at this time?"

"Of course it should be so." Song Shaopu nodded and said, "If someone starts the fire to pull up the market, then we will follow suit and stir up the popularity of this sector, thereby attracting more funds' attention. This is still very beneficial to the continued fermentation of the market of this concept sector. As long as we can attract more big funds to gather and speculate, as long as we can make the market of this concept main line sector come out, it will be very beneficial to our fund."

"Okay." Jia Yongxiang responded.

Immediately, he turned around and directed the various trading groups in the trading room to quickly follow suit and buy, increasing the fund products' holdings in the 'security lens' concept sector.

Of course, at the same time...

The main financial institutions that focus on the fields of "coal" and "real estate" have also discovered this unusual movement in the market.

Even many public and private equity institutions that focus on the Hong Kong stock investment market have also felt the overall movement of domestic real estate stocks in the Hong Kong stock market.

"In just one hour, the volume has doubled from yesterday."

Also in Shanghai, at an institution called Sino Private Equity Fund, Men Xingtao, product manager of Sino Future No. 1, stared at the unusual movements of domestic real estate stocks such as Hengda Real Estate and Rongchuang Real Estate in the Hong Kong stock market, smiled and said, "It seems that there is indeed capital coming into the real estate sector."

"It can't be the entire real estate sector, right?" Huang Qingyun, the head of the trading team, observed the unusual market movements for a while and said, "At present, only domestic real estate stocks have moved. There have been no unusual movements in Hong Kong City's related real estate stocks, and there is no sign of capital building positions. The obvious movements are mainly 'Hengda Real Estate', 'Rongchuang Real Estate', 'Longhu Real Estate', 'Jingcheng Holdings' and other real estate companies that have expanded significantly in the mainland market in the past one or two years."

"That's right." Men Xingtao nodded and smiled. "This round of housing price riots is mainly in the mainland. There doesn't seem to be much movement in Hong Kong, right? If we look at the current housing price trends in various cities, these mainland real estate companies that have expanded significantly in the past one or two years are naturally the core beneficiaries.

The funds chose this line to break through, which is exactly the same as our previous prediction.

And this verifies our previous market research and strategic judgment.

I believe that as more and more funds realize the revaluation opportunities of domestic real estate stocks and their huge potential for explosive growth, the core stocks in this line will surely have a very spectacular market trend. "

"Since the logic has been verified and major funds have been continuously building positions and following up," Huang Qingyun said, "Should we also follow up positions and increase investment in 'domestic real estate stocks' and the weight of holdings? In the past six months, housing prices in various cities have continued to surge.

The real estate market is becoming increasingly hot, whether for investors or buyers with real needs.

The desire to purchase continues to rise.

Moreover, this situation of price increases across the board and continued hotness seems to be spreading across the country.

While the real estate market is booming, real estate stocks on the market are already in a relatively extreme valuation area and are at historical lows.

This situation...is not normal.

Now that funds have developed this abnormal phenomenon, they are entering the market in large numbers.

I think it is time for us to increase our positions, stick to our previous investment strategy and investment logic, and seize the profits from the valuation recovery of domestic real estate stocks and even the full-scale explosion of expectations and performance. "

"Okay!" Men Xingtao nodded, his eyes becoming brighter and brighter, and he immediately said, "Then don't worry about anything anymore, just follow up with a large position. It seems that this capital should not be the short-term speculators active in the market. As long as the main funds continue to enter the market for speculation, then... I believe that this investment theme of domestic real estate stocks will definitely work out in the Hong Kong stock market."

At this time in the Hong Kong stock market, the overall valuation level of mainland real estate stocks and the corresponding stock price performance.

It can be said that it is far behind the A-share market and is also far lower than a number of industry-leading stocks listed on the A-share market, such as 'Kewan Real Estate', 'Poly Real Estate', 'Golden Land Group', etc.

This creates an opportunity to repair valuations in both places and even to revalue domestic real estate stocks.

Along with many other private and public funds following suit...

With huge capital flows continuing to buy into the main fund product 'Hua Yi Expedition No. 1' headed by Su Yi.

The stock price trends of a number of core stocks, including 'Dahua Technology', 'Hikvision', 'Shenhua Coal Industry', 'Jincheng Coal Industry', 'Hengda Real Estate', 'Rongchuang Real Estate', etc., have been increasing as the market trading hours continue to advance, and have attracted more and more attention from the entire market.

Even with the influx of funds from all sides.

Before the midday closing time, the intraday trading volume of these stocks had already exceeded the previous day's average trading volume by more than two times.

Of course, stock prices have also climbed to more than 5%.