The story begins with a deep V reversal last Friday, when the market was shocked for half an hour. At 11:30 in the morning, the Shanghai Composite Index rose by 43 points, and after the opening of the afternoon, the index fell sharply, creating a new low of 2283.38 points in this round of adjustment. Just when everyone thinks that the sudden news has caused bad selling, when the new round of decline opens, the index has a V-shaped reversal, and the strong rise has remained at the close.
Image Source:Oriental wealthChoice data
For a time, all kinds of speculations have come to an end, and the emotions have reversed. Another way of saying is that the national team's funds entered the field and caused this counterattack? For both of these points of view, there is no question here.
However, the only certainty is that the central bank and the national team have always been like a pair of mothers and fathers. When the market plunged into a historically sensitive area, they saved the "smack" in the fire and the fire in the stock market. Therefore, the market pays close attention to the trend of the national team's position adjustment and stock exchange. After all, his every move will have a huge impact on the stock market.
So today, I will unveil the mystery of the national team "Daddy."
"Daddy" is actually protecting you all the time.
In fact, the national team has always existed in different forms.
In the A-share market, the most famous of the national team is the securities company. However, when talking about it, Huijin Company, the securities management shareholding, the foreign exchange system shareholding and the securities customary shareholding are generally included.
Historically, in order to stabilize the stock market, the national team repeatedly rescued the market while the market was in turmoil.
September 18, 2008The Shanghai Composite Index fell to 2,200 points. Huijin announced that it will purchase the three-line stocks of the workers, China and China in the secondary market with a commitment period of one year. The market rose by 9.46% the next day.
October 11, 2009,ICBC,Bank of China,Construction bankAnnounced separately, the three banks received the notice from the shareholder Huijin Company on October 9. Huijin Company increased its holdings of the three A shares through the trading system of the Shanghai Stock Exchange. After the increase, the Shanghai Composite Index rose for three consecutive months. It is about 18%.
October 10, 2011Central Huijin Company supports the stable operation and development of state-owned key financial institutions and stabilizes state-owned businesses.bankThe stock price, Central Huijin will independently purchase the four stocks of industry, agriculture, China and construction in the secondary market, and start market operations from now on.
October 10, 2012A shares continued to be sluggish. Huijin announced that it will purchase four stocks of industry, agriculture, China and construction in the secondary market from October 10, 2012. The commitment period is 6 months. As of April 2013, the four major banks have issued announcements to disclose the increase in Huijin, with accumulated funds of more than 2 billion yuan.
June 13, 2013Huijin Company used 360 million yuan to increase the shareholding of ICBC's stock by 19,132,400 shares, increase the holding of ANZ's stock by 4,293,900 shares, increase the shareholding of Bank of China's shares by 18.46.59 million shares, and increase the shareholding of CCB's shares by 24.49 million shares. In addition, also increase the holdingEverbright BankStocks of 220.46 million shares andXinhua InsuranceThe stock was 2.005 million shares. In June of that year, when the Shanghai Composite Index fell to 1849 points, Huijin once again took a large number of purchase index index ETF funds, so that the market stopped the downward trend.
2015In the stock market crash, the market is full of sorrow. The securities company appeared in the face of the “Flat Level Fund”, and the firepower was fully opened to save the city. As of the end of the third quarter, the company and Central Huijin had a list of the top ten tradable shareholders of 1,365 listed companies, accounting for 49% of A shares.
The most recent one should be that the Shanghai Composite Index broke 2,500 points in 2018. When the market is facing a lot of systemic risks, the national team "Daddy" will come forward again, as of the end of 2018.Oriental wealthAccording to Choice statistics, the national team's stock market value has reached 4.22 trillion yuan, accounting for more than 7% of the total market value of A shares, which is regarded as a veritable "big bookmaker".
8 years of persistence, and the stability of the four major banks
Oriental wealthChoice data counts the top 10 stocks of the national team from 2005 to 2018, and the “worker and agriculture construction” has been firmly held since 2010, ranking the top four in terms of market capitalization. The most eye-catching four in the table isEverbright BankwithXinhua InsuranceThey are held for 8 years and 7 years respectively.
Data Sources:Oriental wealthChoice data
Data Description: The total market value is calculated by multiplying the 5/13 share price by the total number of shares held in the current period.
In the year of the rescue of the national team, it is not difficult to find that the national team upholds the mission of “maintaining stability” and has fallen more, tentative and defensive base chips, and will also aggressively pullbank, workers and peasants are not in the scope of construction, butChina Merchants Bank,Industrial Bank,Shanghai Pudong Development BankThese are relatively smallbankThe stock can still be operated. Of course, there is no need to say two barrels of oil. The Shanghai Composite Index has a move to pull up.PetroChinaSinopec, if these few have not moved, you can take a lookChina ShenhuaorChina ZhongcheWait for other controllable chips.
Peacekeeping is stable, and money is still to be earned.
The first quarterly report of 2019 shows that the national team holds four major banks includingPing AnThe total number is as unwavering as ever. In the 1064 stocks it visited, looking at the stock rankings of its earnings in the first quarter, the national team seems to be a good pick.
The yak catches the demon but does not sell it.
In the TOP20 of the 1064 stocks held by the national team in the first quarter, there are many star stocks that are familiar to everyone, such as the first increase.Shun Yu sharesThe second increasePeople's NetworkIn the first quarter, they both rose by 2 times or even 3 times, and of course there are monsters.Eastern Communication. However, it is worth noting that only five stocks were new in the first quarter and the top gainers wereGreat wisdom,Zixin PharmaceuticalwithMinhe shares.
Data Sources:Oriental wealthChoice data
Pork, 5G, industrial marijuana, a hot spot has not been let go, the demon stock cattle stocks accurately step on. Therefore, there are a lot of remarks that the national team's speculative demon stocks have castrated a wave of leek, which is really wronged!
Huijin Company and Securities Company ShareholdingEastern CommunicationThe history is still going back to the third quarter of 2015. At that time, the A-shares suffered a major stock market crash, and the national team funded the rescue of the market.Eastern CommunicationThe price can be as low as 7 yuan. So far, the national team has been steady and took three and a half years. A quarterly report shows that in addition to "ICBC Credit Suisse Fund -Agricultural Bank of China- ICBC Credit Suisse CSI Financial Asset Management Plan has increased its holdings of 2.629 million shares, but the securities exchange funds have not been sold.
In mid-January, the concept of industrial marijuana was surging, and the capital market was struggling to catch up.Shun Yu sharesIt is also the leader in this concept.Shun Yu sharesAmong the top ten tradable shareholders, Central Huijin holds 69.95 million shares, accounting for 0.98% of the total share capital.
National team sharesShun Yu sharesThe time is also in the third quarter of 2015, the lowest cost of ownership can go to 5.3 yuan, held by the national team for more than three years, the floating profit is also very impressive, but withEastern CommunicationSimilarly, Huijin did not do any reductions.
Also in that year, the national team enteredPeople's NetworkIn the fourth quarter and the third quarter of 2016, the company reduced its holdings of 17.5873 million shares and 1,784,700 shares respectively, and later increased its holdings by 140,000 shares in 2017. As of the first quarter of 2019, the securities held shares of 14,430,200 shares. Huijin holds 7,075,400 shares, but there is still no operation.
In fact, after the big shareholders of these demon stocks saw an attractive increase, they all threw out a reduction announcement, but the national team did not move and did not sell one.
The national team "Daddy" did not take advantage of the situation to make a big profit, but he took the cheap, and did not get quilt, not afraid of the short-term skyrocketing, the stability of the basic disk as the first priority.
All along, the national team is using the full trillions of fatherly love to guard, firmly hold, steady words to protect the "崽崽", and look at the disk in recent days, can not help but want Shout, can Dad love me again?