Bond Trading Also Undervalued &Nbsp, And Gem Shareholders Were Busy.

There are two notable characteristics of block trading this week.

everything bond The block trading is frequent and the discount rate is also rare in the block market of the bond market. As for Monday's 11 Suihua debt [105.08 -0.02%], the transaction price was 100.6 yuan, while the closing price for that day was 105.07 yuan, with a discount rate of 4.82%. Statistics show that the bond's annual interest rate is 7.35% during the first 5 years of the term, and the discount rate of the bulk trading is equivalent to half of the annual interest rate. In this regard, analysts believe that this may be related to the light trading of the bond market has a certain correlation, on the other hand, and the seller is worried about further interest rate hike in the future, so it quickly cash in before losing money. This has also been supported by the information on the discount trading of other bonds this week.

Two is the bulk of the week. transaction Information once again confirms that venture capital and private shareholders are eager to cash in. For example, Zhou Haohua energy [57.62 -1.49% shares. In the bulk trading, the investment in Jinshi investment has been reduced by 4 million 540 thousand shares, which is equivalent to 239 million 250 thousand yuan. And the controlling shareholder of [11.57 -3.34% shares of the pharmaceutical company has more than 50% stake. Therefore, even the reduction of 10% or more will not affect the controlling rights. What's more, in the early stage, the Melo pharmaceutical industry was also hyped up by the hot money of hot money with the help of Japan's nuclear leakage theme. The short pulse of the stock price provided convenience for controlling shareholders' reduction. As a result, the stock continued to appear on the block trading platform on Wednesday. 3 million 500 thousand and 6 million shares were traded respectively, and the top two tradable shareholders of the stock market were [1.54 and -0.04%] respectively, which were 120 million 260 thousand and 3 million shares respectively. Therefore, it can be speculated that the bulk trading on Wednesday will be controlled by the controlling shareholders.

In fact, it also provides investors with a way to select stocks in the two tier market, which is to avoid venture capital intensive and private holding as far as possible. Shareholder Some stocks with higher share holding ratio. Of course, if the growth of such stocks is optimistic, then the reduction will not have a substantial impact on the stock price. But after all, the short term will form a more concentrated sell-off, so it is prudent to operate.

Comments on key stocks

Keli far [25.66 0.51% shares] (600478): the company announced recently that it will purchase 500 million yuan (equivalent to 40 million yuan) to acquire the Ni MH battery assets of the Energy company in the South Hunan factory. As a result of the acquisition of assets has been engaged in vehicle Ni MH battery business, and with the international large car factory has a long-term cooperative relationship. Therefore, the acquisition will help companies rapidly enter the international market. At the same time, the company and the Hongkong super hegemony group (superpower began to study power battery technology in 2002) joint venture to set up a power battery Co., Ltd., which is engaged in R & D, production and sales of Ni MH power battery, with a capacity of 3000 sets / years and a planned production capacity of 20000 sets / years by 2012. Ni MH power battery has huge market capacity. The company is currently running tests on the hybrid cars produced by Changan and Geely, and is expected to get orders. Therefore, the company will fully share the prospects for the growth of new energy vehicles in China and track them.

([25.46) -1.09% (002218): the company is a high-tech enterprise integrating R & D, production and sales of amorphous silicon, monocrystalline silicon, polycrystalline silicon solar cell chips, solar cell modules and solar cell application products, forming a complete industrial chain from battery chip, battery module to terminal application product. The main products include solar cell chips, solar cell modules, solar lamps, solar chargers, solar household power systems, etc. At present, it has become the largest and most technologically advanced amorphous silicon solar cell manufacturer in China. The output and export volume of amorphous silicon solar cells is the first in China. With the expansion of Japan's nuclear leakage after the earthquake, the development of new energy sources such as solar energy will speed up in the future. Therefore, as a new energy in the solar energy field, it will have a new growth opportunity, so it can be tracked.

Wanshun shares [23.30 -2.92% shares] (300057): the company is mainly engaged in R & D, production and sales of the two major series of laser and non laser series transfer paper and composite paper, 85% of the company's products are used for cigarette printing, and 10% for wine labels. The company's direct customers are mainly large printing enterprises. Terminal customers are the enterprises that produce high value-added products and have higher requirements for environmental protection, beauty and anti-counterfeiting of products. They are in the leading position in the cigarette printing and fractionize market, and the future business growth space is relatively optimistic.