Huijin Holdings, Light Silver, Slow Start, Stable Financial Market

Central Huijin holdings Everbright Bank, H-share, started to pull six Lian Yang

"The second half of 2015 is likely to clone the market in the second half of 2014."

After a series of small upward attacks, the Shanghai stock index continued to rise yesterday, closing up 97.88 points, or 2.43%, at 4123.92 points. The Japanese K-line strongly pulled six Lian Yang, and the two cities concluded close to 1 trillion and 400 billion yuan, exceeding 300 stocks.

Market analysts told reporters that the market expected that the 4500 point is the key point for the exit of stability policy. From August to September, the time window for important events will be concentrated.

It is expected to usher in a honeymoon period.

It is suggested that investors should invest in light index stocks and focus on fundamentals and valuations. They should switch to chips on the stable stock market during the market shock.

4100 slow start on the market

Yesterday, the market opened 4 points to open at 4022 o'clock, a slight concussion dropped to the lowest point of the day after 4019 points, stepped out of a gradual increase in the trend of small shocks; after the opening of the afternoon, continued to maintain a strong trend of climb, late trading up 4132 points, slightly down at 4123 points, rose 97 points, volume increased to 743 billion 500 million yuan, a long line.

Some analysts say optimistically that the empty side will not take the initiative at the 4000 point, and the time is short for the short selling. This means that as long as the national team is ready to play, the funds inside and outside the field will follow the admission of the national team, which will naturally push the market upward.

Yesterday, the market was indeed a breakthrough in Changyang. It announced that the market is expected to start.

"The second half of 2015 is likely to clone the market in the second half of 2014."

A private person from Shenzhen said that the first round of the rescue market was dominated by retaliatory inflation.

After the Shanghai Composite Index entered the 4000 point area, a wave of short-term rise has reached a stalemate.

Hang up the upper plate, the short-term profit taking at 4000 points line of escape signs.

And the short term is again offering the flag of rumor and constantly testing the bottom line of the market.

From the results of several exploratory tests, the national team's campaign to save the market is only a beginning.

How to seize investment opportunities, the industry insiders also gave their own view: under the current market situation, technical indicators for the actual operation of the significance of the help is very limited.

Because of the sharp rise and fall, many technical indicators have lost meaning.

If we persist in adhering to technical indicators, we will be very pedantic.

At present, we must adhere to the following funds, which shares of the capital inflow strongly and firmly follow up which stocks, as long as there is financial intervention, regardless of performance (performance does not know you know) whether or not there are subjects (subject matter will change) should be actively involved, the return of the market should be far better than the return of the index.

According to the disclosure of the interests of the Hongkong Stock Exchange last night, the Central Huijin on Tuesday (21 th) increased its holdings of Everbright Bank (5.23, 0.03, 0.58%) H shares, and bought 6 million 61 thousand shares of Everbright Bank H-shares, averaging 3.54 yuan per share and about 21 million 460 thousand yuan per share.

After this increase, the Central Huijin holding Everbright Bank H-share good warehouse ratio increased from 18.98% to 19.07%.

Central Huijin said at the beginning of this month that it firmly maintained the stability of the stock market and promised not to reduce the holdings of the listed companies during the abnormal fluctuations of the stock market, and demanded that the holding institutions not reduce the shares held by the controlling listed companies, so as to support the holding companies to increase their holdings.

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ETF has been bought in the two tier market recently and will continue to buy operation.

Yesterday, Xu Xueming, deputy governor of the postal savings bank, also revealed that in the process of stabilizing the stock market, the postal savings bank has invested 74 billion of the funds in the securities company.

Recently, the company has integrated large funds into many banks to stabilize the stock market, but the total amount of financing has not been officially disclosed.

In this round of stock market crash, the size and risk of the capital market has attracted much attention. Although the authorities did not give authoritative data, in July 22nd, the data released by Nomura Securities showed that as of the end of 6, the scale of investment in China's banking industry through the off balance sheet business to the securities market was 1 trillion and 600 billion yuan.

For China's future monetary policy, Nomura macro economists predict that in the second half of this year, the Central Bank of China will also have a reduction in interest rates, a rate cut of about 25 BP.

This will slow down compared with the first half of the year, but

It will still be based on ease.

The NDRC will focus on six major projects in three years.

The NDRC recently issued a notice on the implementation of a major engineering package for new industries. It said that from 2015 to 2017, it will focus on six major projects, including information consumption, new health technology, Huimin, marine engineering equipment, high-tech service industry development, high-performance integrated circuits and industrial innovation capability.

For the future market, Shen Wan Hongyuan Securities believes that from a cycle of more than a year, "slow cow" can expect.

But the slow ox takes reconstruction as the precondition, and rebuilding takes time. Therefore, "shock differentiation and recuperation" is the inevitable choice for the 2015 half year market.

Haitong Securities has long been optimistic about the capital market, but cash is king in the second half.

This time we have a dispute over the rescue of the market, but at least it proves that there is no possibility of a financial crisis in China, and the government is absolutely capable of avoiding it.

In the long run, China's economy will turn to the service sector. The long-term interest rate will be downward. In the long run, it will turn from the real estate era to the financial age.

But the process will be rather tortuous.

Moreover, China is an emerging market with huge fluctuations. We must pay attention to the focus of every stage.