When The "National Team" Becomes A New Partner Of Investors, How Will The Market Go?

If the "national team" funds were large enough to enter the market half a year ago, people would think of them as "fire fighting teams". The only thing they think about is that the "1000 stock limit" pattern can be changed.

From the perspective of ordinary investors, many of the tradable shares in the past were concentrated in public offerings and private placement funds. Of course, there are also some so-called "Niu San".

Objectively speaking, most of the shareholders of these free tradable shares are mostly short and medium lines in operation. When the market fluctuates a lot, their operation frequency will be very high, and the characteristics of winning the price difference are obvious.

And whether such a mode of operation will be used by the "national team"? For some time, there has been a rumor that the "national team" has sold shares in the market.

However, many investors are concerned about the fact that the national team has become a new partner in its stock market.

Nowadays,

Last year's annual report has been released. It shows that the value of the stock held by the national team is more than 2 trillion yuan. After the deduction of last year's "stock market disaster", the total number of shares held by the national team (mainly some bank stocks) is also over 1 trillion yuan.

No doubt, this is a very large number.

What is even more interesting is that "national team" is still the largest shareholder in circulation of more than 40 listed companies, most of which are distributed in small and medium-sized boards.

Up.

In other words, "national team" controls a large number of free circulation shares of small and medium-sized listed companies, thus playing a completely different role in the market.

In the past, the "national team" held a long period of shareholding. Huijin had bought many bank shares before. Most of them had been in the market for several years. The ETF bought by them had been sold for many years before the stock market soared last year.

Of course, this is consistent with its prudent investment and the medium and long term investment objective.

However, the problem is that a large number of small and medium capitalization stocks have been invested. In these companies, the income of shareholders is very difficult to achieve through dividend distribution. Instead, they need to be sold in the two tier market.

For example, if the "national team" is a medium and long-term investment, because it holds a considerable amount of freedom.

The number of stocks actually circulating in the market has naturally decreased, so that there will be some new changes in the specific operation. After all, "plates" are lighter.

For example, if the "national team" has adjusted the mode of operation and paid attention to the short-term operation opportunities, other investors will naturally be afraid of this stock. In the face of the largest free floating shareholders, others will not act reckless.

Whether this will affect the price elasticity of related stocks, although there is still lack of empirical research in this field, many investors do have some ideas on this matter, and there is also a temporary investment proposal to avoid such stocks in the market.

In fact, for the vast number of investors, it is better to study the development of the stock market deeply, instead of trying to ponder the behavior of the national team.

The excessive speculation and neglect of value in China's stock market will change sooner or later, and the further development of institutional investors is also a matter of time.

Therefore, we need to understand the behavior of the "national team", and form a benign interaction with them, develop cooperative games and share good stocks together.

Here, we discard short thinking and achieve more investment returns in the growth of enterprises. This is not only in harmony with the national team, but also a new profit model.