Policies and news rumors

Rumor has it that it is a big bad news!

It is rumored that the delay in launching stock index futures may be unfavorable to institutions. Institutions do the market, so now 50% are for stock index futures. This arrow has been sent, how can it be easily taken back? The emergence of this news today is likely to disrupt the trading plan of the organization. Major funds will be redistributed. The possibility of a sharp shock in the market outlook is greater.

The culprit of blue-chip fluctuations has finally appeared.

Last year, QFII investment income was much higher than that of domestic funds. According to statistics, at the end of the fourth quarter of last year, QFII held 3.253 billion shares. In the fourth quarter of last year, * * earned an investment income of1265,438+24 million yuan, with a yield of 502 1%, which was higher than the Fund's 17.26%. Judging from the trend of its heavy stocks, there were 53 stocks that rose more than 50% in the fourth quarter of last year, 70 stocks that rose more than 20%-40%, 74 stocks that rose 0-20%, and 22 stocks that fell. Among them, on the five stocks of Taigang, Sinotruk, Baosteel, Pufa and Vanke, which increased by more than 100%, QFII made a cumulative profit of 3.845 billion yuan, accounting for 3 1.7 1% of the total income, far exceeding the performance of domestic funds.

QFII's investment in A-shares has always had two characteristics: First, it invested heavily and almost hit Man Cang; Second, participation in the A-share market is very extensive, involving many fields including first-line blue-chip stocks and second-line growth stocks.

Since 2007, the A-share market has experienced a sharp shock, while the blue-chip stocks with large-cap weights, which were laid out in advance by QFII, have experienced an overall decline. Considering that foreign-funded institutions have generally lowered the valuation of A-shares, especially banking stocks, QFII should be closely related to the recent decline of blue-chip stocks with significant market capitalization and violent market shocks.

In the past, QFII was characterized by holding stocks with good medium-and long-term growth, obvious cross-shareholding and high concentration. However, since the second half of last year, the investment strategies and operation modes of different types of QFII have gradually shown differences. Among them, the short-term characteristics of fund QFII are more prominent in operation. Orient securities analysts believe that QFII with different quotas has different investment strategies and operational ideas, while QFII with larger quotas is relatively stable and holds promising stocks for a long time. Judging from the shareholding situation of UBS, the largest QFII in recent years, its investment cycle is longer, especially the holding time of core stocks is longer. QFII, on the other hand, prefers short-term operation, which embodies the characteristics of short holding time, fast hot spot conversion and large position change.

Industry and sector rumors

The overall listed concept stocks will become a new hot spot.

A few days ago, Neusoft announced that the controlling shareholder will adopt the method of absorption and merger to go public as a whole, and closed at the daily limit when it resumed trading yesterday. The performance of this stock also stimulated the strength of the expected stocks of Bao Tong Energy, Guodian Power and Yantian Port.

On the surface, the overall listing of listed companies is to solve related party transactions, but in essence, it is to obtain the synergistic effect of assets through the overall listing, improve the earnings per share of listed companies, and thus quickly raise the stock price of the secondary market, which has a strong interest impulse effect.

From the perspective of interests, those listed companies with overall listing potential may become a reality, because asset splitting and listing is not in line with the maximization of shareholders' interests. After all, under the background of non-tradable shares, the assets of group companies can gain certain priority profitability in the same industry competition through related party transactions. However, after strict supervision and share reform, the controlling shareholder is willing to inject high-quality inter-bank assets into listed companies and gain wealth appreciation through the valuation amplification effect of P/E ratio in the secondary market.

More importantly, the current changes in relevant systems are also conducive to the overall listing. On the one hand, the formation of equity incentive mechanism and market value assessment mechanism will mean that all parties involved in the market are willing to see the improvement of the market value of the secondary market, and improving earnings per share and enhancing asset synergy are often the shortest ways to improve the market value. On the other hand, the reform direction of central enterprises (enhancing the core competitiveness of central enterprises) is also conducive to the emergence of the overall listing wave.

In addition, the secondary market's pursuit of the overall listed concept stocks is also a powerful driving force for the overall listing wave. For example, the daily limit of Neusoft shares opened yesterday shows that the market is in pursuit of the overall listed concept stocks, and the overall listed concept stocks such as baoshan iron & steel, Angang and WISCO are all strengthening.

Rumors of individual stocks and companies

Rumor has it that we can focus on stocks today.

Ai Shi shares (600652) Hongling internal reference recently revealed that Pacific Securities has a backdoor intention and is gradually increasing its holdings of tradable shares, which can be focused on in the short to medium term.

★ Huazi Industry (600 19 1) has recently become the largest shareholder of Hengtai Securities. Hengtai Securities listed Xishui on the backdoor, and invested 200 million yuan to hold Huaxia Bank at a cost of 1.67 yuan. At present, huge investment income has been obtained. Recently, Hongling Fund began to open positions, which will be repeatedly used as a short band, which can be focused on.

Guanfu Home (002 102) Recently, the internal reference of Hongling revealed that Hongling Fund has opened a position, and short-term lows can be focused on.

Yongsheng Co., Ltd. (6006 13) Hongling Internal Reference recently revealed that it will be renamed Magic Pharmaceutical, and the major shareholder will inject cough-relieving high-quality pharmaceutical assets, which can be focused on in the short term.

★ Chengxing Co., Ltd. (600078) Hongling internal reference recently disclosed that the transaction amount on 65438+February 15 appeared Hongling classic serial code 2345. The company has great potential for reassessing phosphate rock resources, and its performance in 2007 will be greatly improved, which will be focused on in the short term.

There are rumors of internal communication among private equity funds (1.23).

Recently, the internal reference of Neptune Bio (000078) revealed that the annual report released on April 26 will launch a dividend plan of 3 or more 10, and pay due attention to it in the short and medium term.

Health Yuan (600380) recently revealed that it will continue to increase its holdings of AB shares of Livzon Group in the near future in order to achieve an absolute controlling position.

The internal reference of Jielong Industry (600836) recently revealed that it has recently invested in private placement to acquire printing equipment and other assets. In the future, 250 mu of production land in Pudong New Area, which is adjacent to the reserved land for large-scale amusement projects, will appreciate to 654.38+0000 to 654.38+05 million yuan per mu, and the one-time income will reach 65.438+075 billion yuan. Huaxia fund and other institutions have begun to intervene, focusing on the short and medium term.

Recently, internal reference revealed that the Ministry of Information Industry will hold an important meeting in Beijing on February 8, with participants from mayors of 30 cities across the country. The focus of this conference is to introduce the development of semiconductor industry in China and the important chip projects. Recently, the internal reference of Hongling revealed that the Ministry of Information Industry hopes that local governments can take on the role of "guiding investment" so as to solve the financing problem of China's semiconductor industry. Regulations on the Development of Software and Integrated Circuit Industry is the first industrial regulation in the field of electronic information industry in China, which was included in the second-class legislative plan of the State Council in 2006. The Ministry of Information Industry also takes the legislation of this regulation as the top priority, and will increase its support for semiconductor enterprises, such as canceling VAT refund, increasing income tax concessions, setting up special funds, and including upstream equipment and materials industries in preferential policies for the first time. Pay attention to the semiconductor chip sector: Silanwei (600460) Daxian (600747) Huagong Technology (000988) Youyan Silicon Industry (600206) rainbow shares (600707) Lianchuang Optoelectronics (600363) Fenghua Hi-Tech (000636) Shentianma (0050) Changtianma.

The internal reference of Rizhao Port (6000 17) recently revealed that the annual report to be published tomorrow will have a plan of 10 to send 10, which will be given due attention in the short term.

At 9: 30, Neusoft (6007 18) announced its approval for the overall listing today. Recently, the internal reference revealed in advance that the overall listing of Neusoft Group has entered the operational stage and will announce the suspension of trading in the near future. In the short and medium term, we can pay due attention to another opportunity of S East Pot.

According to the internal reference of Taihao Technology (600590), since last Wednesday, directors, supervisors, such as Li Hua, Rao, Hong Xiaohua and Shao Jiansheng, have started to buy 368 10000 shares in total. Recently, Hongling internal reference revealed that due to the company's suspension in the near future, it will be reviewed and approved by the shareholders' meeting, and the short-term stock price has been lower than the cost of senior executives' shareholding, which can be properly concerned.

Tongfang Co., Ltd. (600 100) recently revealed that the equity incentive plan will be implemented in the near future, and funds such as E Fund have recently increased their positions, so it is appropriate to pay attention to it in the short and medium term.

Chenming Paper (000488) recently revealed that the equity incentive plan will be implemented in the near future, and a large amount of funds have been allocated, and the short-term intraday callback is low.

Le Kai Science and Technology (600260) internal reference revealed that the recent implementation of equity incentives will increase the annual performance by more than 50%, which is of concern in the short and medium term.

Comments on some daily limit stocks yesterday

000687 Baoding Swan short-term needs to be sorted out! There is not much room to continue to go higher!

600287 Jiangsu Shuntian still has room, but it is not recommended to chase high!

600 145 four-dimensional porcelain industry still has room for further breakthrough! Need to be sorted out in a short time!

The main force of 600747 Daxian shares is to pull up and attract more! Personally, I think there is not much room for continuous breakthrough and pull-up!

000988 Chinese workers continue to pull up, break through inertia, and at least have a stop-loss board!

The originator of 600836 Jielong Industrial Zhuanggu! It is not recommended to chase high!

600638 New Huangpu still has some room! The key depends on the trend of tomorrow and the day after tomorrow.

600857 University of Technology started, with limited space.

000056 Shenzhen investment consolidation breakthrough, limited height!

6008 10 Shenma industrial low-priced stocks! There is not much room for breakthrough! The main force is less involved!

000722 Jinguo Industry opened higher or leveled down!

000795 Taiyuan corundum has made a strong breakthrough, and the upward trend continues! But the midline trend is not ideal!

600386 Beijing Public Transport is not a real estate company, but its form is similar. Obviously, the main force can't have such a breakthrough, and there is not much room for further outbreaks. Under normal circumstances, it is more attractive!

0006 15 Hubei gold rings are mainly arranged and slowly go up. The midline trend is not ideal!

002085 Feng Wan Aowei doesn't know much about this stock! At present, the volume has broken through, and it will continue to break through after normal consolidation, and the market outlook has an ideal upside.

The upswing of 60085 1 haixin shares will continue! But the breakthrough will not be very strong, mostly with the market slowly rising!

600363 Lianchuang Optoelectronics continues to rise and needs to rest in the short term.

The main trend of 600365 TongPortugal shares is very cunning! Multi-wave has no fixed trend and fluctuates more with the market. In the short term, it is mainly finishing.

600983 Hefei Sanyo is mainly sorted out and will not continue to rise. The upward midline trend needs to be observed!

600756 Inspur software finishing breakthrough! Go to space! The mid-line trend depends on the fundamental changes!

600237 copper peak electron observation+finishing is the main.

000628 There is still room for further breakthrough in high-tech development! But there is not much space! How high is the finishing!

000797 China Wuyi finishing mainly, the breakthrough height is limited!

002070 Zhonghe shares short-term consolidation! The mid-line trend is bearish.

000900 Modern investment continues to skyrocket, and the space is limited, mainly for the time being.

600460 lance microelectronics unit! The main trend is not optimistic! Need short-term observation! There is not much room for the market outlook to continue to rise!

There is still room for 6006 13 immortal data, but there is not much room.

60048 1 Liang Shuang stocks continued to rise and break through, so there is no need to chase after the highs! This stock is also a rookie stock!

600 132 Chongqing beer doesn't have to chase high! The main force has always been to attract more while pulling! Although slow down! But as long as the main force is not out, it is normal to go up slowly.

600250 South shares still have room, but the height is limited!

600230 Cangzhou Dahua Xiaozhulizhuang shares, mainly observation.

600229 Qingdao Alkali Industry Observation+Avoidance!

600 175 Mido Holdings is limited in height, and it is not suitable to continue chasing up.

The 60005 1 Ningbo joint consolidation is higher, and the trend of the middle line should be observed!

000899 Ganneng shares observation+wait and see.

000835 finishing in Sheng Da, Sichuan, the height is not ideal.

0006 12 Jiaozuo Wanfang short-term main force will attract more finishing. There is no need to pursue high operation.

000605 sihuan pharmaceutical observation.

000565 Chongqing Three Gorges is a breakthrough in consolidation, and there are not many opportunities! The height is also limited, and the mid-line trend is bearish.

000426 The breakthrough of the earth's foundation is inevitable, so is the unsatisfactory height, and the mid-line trend is bearish.

000 157 zoomlion is still mainly finishing in the short term, and it will take time to continue to rise. The market outlook is mainly organized.

600785 Xinhua department store continues to rise, which is not sustainable and needs to be sorted out in the short term.

002 102 family observation

600 130 waveguide short lines need to be sorted out, and the midline trend is bearish.

600499 Keda Electromechanical still has room for further breakthrough.

000859 The main force of Guofeng plastic industry is pulling up, and there is not much room.

000635 Yinglite observes first! Normal will continue to rise, and the main force will not give too many opportunities!

000048 Candu A's notorious Zhuanggu is also driven by Shuanghe Pharmaceutical and Xugong Technology today, and its overall height is limited.

000524 Oriental Hotel continues to break through and continue to observe! Even if you chase high, the main force will not give you a chance.

600885 Linuo solar finishing+observation.

000567 Hyde shares broke through the daily limit and went up neatly, with limited height!

Observe 600463 airport shares

6000 10 Baotou steel's main speculative pull! It needs sorting at present. Don't keep chasing high!

600483 first observation in southern Fujian! Operate again!

000598 Blue Star clean observation, limited height.

600850 east China computer observation, no need to chase high.

00088 1 Dalian international finishing, the height is not ideal.

600 108 Although the main force of Yasheng Group has made a breakthrough, it will not break through continuously, and it will do more in the short term.

000889 Bohai logistics observation!

0005 10 Lu Jin Group has made a new breakthrough in the short term! There is not much room for growth!

The first annual loss report appeared in the market outlook of S Chengjian Investment, and its performance was quite pessimistic.

American Chengjian Investment Company lost 23 million yuan last year, and all the top ten tradable shareholders changed hands in the fourth quarter.

Cheng Jian Investment (600 109) disclosed its 2006 annual report today. In 2006, the company realized the main business income of 902,965,438+0.7 million yuan, up 765,438+0.43% year-on-year. The net profit was-236,654.38+0.90 million yuan, which was 23.23.58% lower than the net profit of 65,438+0,066,5438+0.80 million yuan in 2005. Earnings per share -0.333 yuan.

The 2006 annual report of Cheng Jian Investment also shows that compared with the third quarter report of 2006, almost all the top ten tradable shareholders changed hands. In addition to Beijing Yabao Building and Beijing Yabao Economic and Cultural Development Center still holding 244,654,38+0,000 shares and 224,900 shares of S Chengjian Investment respectively, there are new institutional investors-Tongsheng Securities Investment Fund and seven natural person shareholders.