Rebirth of the Capital Legend

At 1:07 p.m., "Gemdale Group" hit the daily limit, and the trading volume continued to increase compared with the same period yesterday.

At 1:12, "China Railway Construction" surged by more than 8%, becoming the leading core stock in the entire "construction" sector.

At 1:15, 'Huaguo MCC' rose by more than 5%, continuing to reverse yesterday's trend.

At 1:19, the leading stocks of the "big infrastructure" main line with high market recognition, such as Shenhuo Shares, Pingmei Energy, Tianshan Cement, Beijiang Communications Construction, Shouchuang Group, Yu Development, Bayi Steel, and Linggang Shares, all went straight to the daily limit.

At 1:21, the 'Real Estate' sector index's intraday gain broke through to 4.33%.

At 1:25, Conch Cement, the leading weighted stock in the cement sector, rose more than 7% on the day, and many stocks in the entire cement sector, including Tianshan Cement, Beixin Cement, and Jinou Cement, hit the daily limit.

At 1:30, driven by the surge in the main line of "big infrastructure", all major market indices rose across the board, with the Shanghai and Shenzhen indexes rising by more than 2%, and the ChiNext index rising by nearly 1.5% on the day. Even the main line stocks such as Internet software, film and television media, and new energy industry chain, which were weak during the session, attracted the attention of a large number of bargain-hunting funds, and the corresponding core stocks soared rapidly.

"Looking at this trend, the market's bullish sentiment is still continuing to ferment!"

Noting the continuous surge in the two markets and the increasing volume, Jia Yongxiang, the trading team leader of the Huarui Fund Management Company's 'Huarui Performance Growth No. 1' fund product trading room, stared at the ever-changing market conditions in the two markets and said, "Mr. Song, it feels like the market's bullish sentiment has fully recovered, and off-market funds have already entered the market in a big way. It feels like the core theme of 'big infrastructure' can really come out!"

"Yeah." Song Shaopu, the product manager of the 'Hua Rui Excellent Growth No. 1' fund, nodded slightly and responded, "This trend is indeed beautiful. From the market trend, the main line of 'big infrastructure' has reversed yesterday's trend. The trend has been established. The follow-up will depend on the follow-up of the follow-up orders under the support of sentiment. If there is no problem with the follow-up, this surge can be maintained until the closing, and the subsequent market will basically be worry-free."

"I think so too." Jia Yongxiang said with a smile, "We concentrated our positions to attack the core theme of 'big infrastructure'. This time... we finally did the right thing."

"I hope that the core theme of 'big infrastructure' can become a continuous theme in the second half of the year under the continued hot stimulation of the real estate market." Song Shaopu said hopefully, "Whether from the fundamentals or the chip structure, some industry leading stocks in this core theme area still meet this condition."

Through his research...

Leading stocks in the main line of "big infrastructure" such as Shenhua Coal, Conch Cement, Beijing New Building Materials, Oriental Yuhong, Kewan Real Estate, Poly Real Estate, etc., appear to be extremely undervalued in terms of both PE and PB, and the fundamentals of the entire industry are in the stage of bottom reversal. The future performance explosion expectations of these core leading stocks will not be bad at all, and it is easy to have the opportunity of a Davis double-click.

It was because of this that he asked the traders to invest heavily in this main line.

"In the Hong Kong stock market, the corresponding 'big infrastructure' mainline core stocks are also moving abnormally." Jia Yongxiang said, "'Huaguo Zhongye' Hong Kong stock has risen by more than 15% in a day. I don't know which fund is speculating on it. There are also 'Rongchuang Real Estate', 'Hengda Real Estate', 'Jingcheng Holdings' and other Hong Kong stocks. The current market increase is generally around 7% to 10%. Compared with the bottom a few days ago, the general increase is nearly 50%."

"The funds that guide the Hong Kong stock market's domestic real estate stocks should be the same funds that guide the A-share market's 'big infrastructure' main line." Song Shaopu said, "At present, everyone believes that this fund is Mr. Su from 'Hua Yi Capital'."

"Is it really the institution 'Hua Yi Capital' that is guiding and taking the lead in the market?" Jia Yongxiang asked.

Song Shaopu smiled and responded, "This is just everyone's guess. No one can know for sure whether it is true or not, as the 'Hua Yi Expedition No. 1' fund product under the institution 'Hua Yi Capital' has not announced specific holdings data. However, it should be correct that the 'Hua Yi Expedition No. 1' fund product has massively increased its holdings in the core weighted industry leading stocks in the main line of 'big infrastructure'."

"I know that Huayi Capital has increased its holdings in leading stocks in the core industries of 'big infrastructure'," Jia Yongxiang said. "I mean, I don't know who is the main force that is guiding the market today."

"It doesn't matter who it is anymore," said Song Shaopu. "What we should think about and do at this time is to select the core leading stocks with the strongest capital synergy on the market, continue to increase positions and go long, and take advantage of the establishment of the main line of the market and the reversal of market conditions and sentiment to fill the fund's positions."

"Do you want to fill up the fund's positions?" Jia Yongxiang hesitated.

Song Shaopu turned his gaze, stared at Jia Yongxiang and asked, "Why, do you think it's inappropriate?"

"Not really." Jia Yongxiang said, "But isn't it a bit too radical for us to do this?"

"When the opportunity comes, we should seize it." Song Shaopu said, "When the main line of 'big infrastructure' broke out a few days ago, it should be considered a buying point on the left. Now that it has adjusted and restarted after the wash, it should be confirmed that it is a buying point on the right. Since the buying point on the right has come out, what are you hesitating about?"

In his opinion, after this wave of rapid sell-off and then rapid rise, the market was cleansed.

The core area of ​​'big infrastructure'.

Large funds continue to buy and even hold heavy positions in some high-quality, weighted core leading stocks. It is estimated that they will not return to the bottom starting position in a short period of time before the core main line of "big infrastructure" is completed.

In other words, they will not have a better time and position to buy in the short term.

In this case, now is the best time to buy, and there is no reason to miss it.

"Okay." Jia Yongxiang nodded and responded, "The amount of funds in our fund products is not particularly large. Compared with other main funds, we still have a certain degree of flexibility. At present, the entire 'big infrastructure' main line has just completed the breakthrough and the retracement has been confirmed. It is indeed a good buying point."

After saying this, he immediately gave orders to all the traders in the trading room without waiting for Song Shaopu to give further instructions.

Set the fund position to full capacity.

And all available funds will be invested in the main area of ​​​​"big infrastructure" and the core weighty industry leading stocks will be snapped up to buy the corresponding stock chips.

And the fund product 'Hua Rui Excellent Performance Growth No. 1'.

It is time to invest all your funds, bet heavily on the core theme of "big infrastructure", and increase your holdings in the leading stocks in this core theme area.

At the same time, Yuhang was in the main short-term hot money group of Yuhang.

Zhao Qiang also began to invest large amounts of funds to lay the foundation for the popular concept leaders of the "big infrastructure" main line.

"Brother Sun, if we want to make up for the rise at this time, do you think it is appropriate to take the check?" Zhao Qiang said, "Damn... the market reversed too quickly. The core concept leaders, 'Pingmei Energy', 'Capital Group', 'Shenhuo Shares', 'Tianshan Cement' and other checks were not available at all."

Sun Chengyu responded: "According to the market trend, the focus of this round of market should be the real estate sector. Since it is the real estate sector, then we should focus on the core capacity leader of the real estate sector."

"I also know that the key to this round of market is real estate." Zhao Qiang said, "But in the real estate sector, the capacity leader 'Golden Land Group' has also reached its daily limit, and it is impossible to buy in. As for 'Kewan Real Estate' and 'Poly Real Estate', these are the main battlefields of institutions. With my limited funds, it is completely insufficient to invest in them."

"How about this check from 'Greenland Group'?" Lao Yang in the group suddenly responded.

"The market value is too big," Zhao Qiang said. "It's already 500 billion. Who can pull it up?"

"I think it's good." Sun Chengyu said, "Don't be fooled by the large market value of this check. In fact, the circulating stock is very small. Moreover, as one of the leading real estate development companies in China, Greenland Group is currently undervalued in all aspects. Compared with Gemdale Group, it also has the conditions to be a capacity leader."

"I agree with Brother Sun's point of view." Lao Yang responded, "The Greenland Group's check is mainly because it was listed through a backdoor listing last year. Although its market value is not small, 85% of its shares are restricted shares. The actual circulating market value may be less than 30 billion.

The market value of 30 billion in circulating shares is smaller than that of most real estate stocks in the current real estate sector, right?

If we work together, we can definitely increase the market value of the circulating shares.

Moreover, this check has the concept of low price. Once it continues to pull, the market buying will not be small. Moreover, there are also heavyweight core leading stocks such as "Gemdale Group", "Kewan Real Estate", "Poly Real Estate" as guidance, so it will not be too difficult to pull the market."

"In that case... let's do it!" Zhao Qiang thought for a moment and replied.

He is an extremely decisive person. Since the market opportunity has appeared and the profit and loss ratio is good, there is nothing to hesitate about.

What's more, the market sentiment is really good at this time.

In extreme cases, even if they fail to push up the market, there will not be enough follow-up orders.

So, if you exit the market tomorrow, you won’t lose too much given the good bullish sentiment in the market.

After saying that, without waiting for Sun Chengyu and Lao Yang to work together, he immediately placed 8 consecutive large buy orders of lots on the Greenland Group's trading board.

A total of more than 2700 million yuan of main buying funds were poured onto the trading board of "Greenland Group".

However, in the blink of an eye, the share price of Greenland Group soared straight away, from following the trend of the real estate sector index to climbing to around 6%.

Then, right after that…

Before more investors and active short-term funds in the market could react.

With the joint efforts of Sun Chengyu and Lao Yang, tens of millions of buying funds were once again rapidly poured into the stock market of "Greenland Group".

This time, under the influence of the three hot moneys, with a total buying capital of nearly 100 million, the share price of "Greenland Group" rose in a straight line and hit the daily limit vertically.

When its stock price skyrocketed, it began to hit the daily limit.

There are many active short-term fund groups and countless retail investor groups who are paying attention to the unusual movements of individual stocks in the market.

Finally noticed this stock.

Therefore, without waiting for Zhao Qiang, Sun Chengyu and Lao Yang to continue to invest large amounts of money, a large number of active funds followed suit and rushed to the Greenland Group's trading board, desperately buying large amounts of shares and instantly pushing its stock price to the daily limit.

We can see that the follow-up funds are gathering in and the volume is sufficient.

Sun Chengyu's eyes flickered, and he continued to invest 5000 million yuan into the "Greenland Group" as the first main blocking force on the board.

When this 5000 million yuan of funds was invested in the market.

The share price of "Greenland Group" was directly blocked at the upper limit.

Afterwards, accompanied by the surging selling orders on the daily limit board, the daily limit orders continued to increase. However, in just 30 seconds, it increased from more than 10 lots to more than 100 million lots.

Afterwards, the daily limit of "Greenland Group" further stimulated the real estate sector index to rise.

At the same time, it also stimulates more funds to flow into the real estate sector.

As more and more funds poured into the real estate sector and the core hot stocks in various sectors related to the main line of "big infrastructure", the market's bullish sentiment was once again aroused.

At 2 pm, the Shanghai Composite Index rose by more than 2.5%.

At 2:20 p.m., the Shanghai Composite Index rose by 3%, with real estate, coal, construction decoration and building materials sectors leading the gains. Among them, the real estate sector's increase reached the 5% mark for the day.

At 2:30 p.m., all concept sectors in the two cities turned positive, with more than 2300 stocks closing in the green.

At 2:40 p.m., Kewan Real Estate hit the daily limit, with the share price reaching 23 yuan. The intraday trading volume exceeded 40 billion, ranking first in the trading volume rankings of the two markets. Based on the Kewan Real Estate share price at this time, the Baoneng Group, which intervened at the end of last year, has made a floating profit of more than 100 billion.

At 2:45 p.m., the market saw hundreds of stocks hitting their daily limit for the first time in more than half a year.

At 2:50 p.m., when the market entered the last ten minutes of the closing period, some stocks in the main theme areas such as Internet software, film and television media, new energy industry chain, and electronic information, which had fallen too much at low levels, attracted the concentrated attention of bargain-hunting funds and began to show a trend of compensatory growth. Even stocks with high market recognition such as "Baofeng Technology", "Netspeed Technology", "Eastern Fortune"... soared by more than 5 points.

Finally, when 3 o'clock in the afternoon arrived, the two markets closed.

The Shanghai Composite Index rose by 3.11%, while the Shenzhen Composite Index and the ChiNext Index rose by more than 2%. After almost half a year of continuous decline, the two markets finally ushered in a rare general rise.