Investors should keep their eyes open

Original title: Investors should keep their eyes open

Summary

[Los inversores deben estar atentos a una ola de reducción de tenencias de acciones A]Because recently, a number of recent or medium to long-term bullish stocks have scrapped fierce stock downsizing plans or implemented downsizing. Market participants believe that the increase in positions means that the two-year structural Mavericks are coming to an end. In 2021, the A-share market will emerge from a one-sided crash. Investors shouldn’t take it lightly. (Chongqing Business Daily)

On the night of December 4, 2020, people in danger* ST LifanlaunchingSharePre-disclosuread，shareholderMou Gang, Wang Yanhui and Chen Xuesong intend to reduce their holdings from December 28, 2020 to May 28, 2021the companyThe shares do not exceed 1,602,000 shares, and the reduction ratio does not exceed the companyTotal equity0.12%.

In fact, the 0.12% reduction in holdings compared to recent A sharesmarketAs for the listed companies that announced the reduction of their holdings, it is simply trivial, because recently, there have been many recent or medium-termlongStock of bullsA fierce stock reduction plan was scrapped or a stock reduction trend was implemented. Market participants believe that the increase in holdings means that the two-year structural Mavericks are coming to an end. In 2021, the A-share market will emerge from the sharp one-sided decline.investmentThe person should not take it lightly.

The wave of shares shakes the market

On the night of December 4, except* ST LifanIn addition to announcing that it intends to reduce its stake by 0.12%,Qin’an ActionsAnnounce that the company is importantshareholderPlan to reduce your shareholding by 6% in the next six months;Heli technologyHe announced that the main shareholders of the company plan to reduce their stakes by no more than 3% in the three months after the 15 trading days;Environmental protection JiaoThe main shareholders plan to reduce their stakes through centralized tenders within 6 months after 15 trading days.Capital2% of shares;Wujin stainlessThe main shareholders plan to reduce their stakes by no more than 5.69% of the company’s total share capital within 6 months after the 15 trading days;Hengrun sharesThe two largest shareholders plan to reduce their stakes by a total of about 3%;Berry gene、I love my homeMajor shareholders plan to reduce their stakes by no more than 3% … In addition,High-tech Guochuang、Prescribe doctor、Yantang Dairy、Kailong ActionsMany listed companies posted announcements about the progress of their stake reduction.

In fact, recent announcements of reductions in the share of publicly traded companies can be described as an increase. On the night of December 3, there were 7 consecutive daily limit demon stocks “Rainbow shares“It was announced that the two main shareholders were to reduce their stakes by 3% in six months.Heavy volumeLimit yourself.Nanwei StockThe main shareholders plan to reduce their stakes by 5.85% in six months.Xinjiang torch、Electrical soul network、Riying ElectronicsBoth issued announcements on the progress of the share reduction. On the night of December 2, right nowRestricted actionsBig bullish stocks shortly after ban lifted “Runhe Materials“Under the unfavorable blow of the announcement by major shareholders of plans to reduce their holdings of 8.92% of the shares, based on a sharp 10.88% drop that day, the next dayPlumb12.66%. At noon on December 1Golden pheasant、Dongjie SmartThe shareholders intend to reduce their participation by more than 8.4% of the shares, these twovaluesThen it fell to varying degrees.

Moving forward in time is a wave of underweight stocks in investment stocks, which is represented by alcohol.This world、Gold seed wine、Yanghe Stocks、Highland barley wineIt has been reduced in varying degrees one after another;Tsing Tao Beer、Yanjing BeerAlso announced by major shareholders to reduce their stakes.

The tide of reduction in equity participation makes the rally “short-lived”

Investors familiar with the story know that 8 years ago, on December 4, 2012, the Chinese stock market was trading on the main board, the Shenzhen Small and Medium Board.To start a businessAfter the board resonance bottomed out, a 30-month structural bull market began. One of the major factors that set off the bull market was the publicly traded company.ExecutivesThe main shareholders increased their stakes intensively. Right now, eight years later, the A-share market has unleashed a wave of insane share drawdowns. So what kind of omen does this hold for A shares?

“The intense wave of stock downsizing will make the two-year bull market short-lived.” Fuding Asset ManagementeconomistLi Weixia said: “The intensive reduction of the major shareholders of publicly traded companies is not fundamentally optimistic about the company’s development prospects; if the reduction of shares of publicly traded companies becomes a trend , indicates that the industry is facing the risk of recession. In fact, A shares in the last 5 months The main indices have maintained a high and volatile state. It is not that they cannot go down, but that they cannot go up. Just becausemoneyThere is some positive energy, which compensates for the negative energy inherent in the stock market. For this problem, the risk in the Shenzhen market is much higher than in the Shanghai market. Therefore, compared to the higherBrokerageWe are very optimistic about the market situation in 2021 and we are pessimisticattitude。 ”

(Source: Chongqing Commercial Daily)

(Editor in charge: DF353)