Semi annual report card gold exposure pingzong Xiaying holdings is still the main theme-www.hotavxxx.com

Semi annual report card gold exposure "pingzong Xiaying" holdings is still the main theme of sina fund exposure table: the letter Phi lag of false propaganda, long-term performance is lower than similar products, to buy the fund by the pit how to do? Click on [I want to complain], Sina help you expose them! Chinese securities financial Limited by Share Ltd, reporter Li Xiaobing, editor of Quan Zeyuan has been "low-key" (referred to as the "gold card"), is through the adjustment and change of operating practices to guide the layout of the hot market, the A shares in 2016 semi annual report may be a glimpse of the Olympic games. "Gold card one quarter sold 3 million 500 thousand shares of Wuliangye, the two quarter has bought 3 million 340 thousand shares; at the same time, in a quarter to buy 4 million 790 thousand shares Kweichow Moutai, the two quarter sold 2 million 210 thousand shares. This year, gradually active liquor stocks market, the CSI gold in some performance." This phenomenon in the semi annual report has recently become the topic of liquor industry media. With the Central Huijin Company in the list of shareholders of Listed Companies in the majority of the basic shareholding status is not changed, the gold card relatively active trading performance attracted everyone’s interest. "Unlike Central Huijin, the strategy has changed a bit since this year." In this regard, a senior market personage who has studied the "gold certificate" model has put forward a point of view: "gold certificate" tried to change the previous situation, through overweight or new, to guide the market hot spot, activate the popularity of the role of the market." In the view of this person, in the end, CSI hopes to guide the market operation in a market-oriented way to a positive cycle. "Brother" violence "and business card gold in the shareholder list shows have to buy to sell, should be based on two considerations: one is the capital interest in gold card to another, also; show CSI gold in lead the market, namely the overheating pressure, the downturn Rasla." The analysts said. Statistics show that in October 28, 2011 the establishment of the gold card, is a by the Shanghai Stock Exchange, the Shenzhen Stock Exchange and the securities company board jointly initiated the establishment of financial institutions. The main business scope is: refinancing services for securities margin business, to supervise the securities margin business operation, monitoring and analysis of market financing transactions, the use of market-based means of risk prevention, other duties and the approval of the securities supervision departments of the China. Here, there are two key words, one is the establishment of the central certificate of gold, mainly for financing margin business to provide refinancing services, and the other is the use of market-based means to prevent and control risks". This time, it appears directly trade stocks in the market of the two shareholders list, from the "stepped" bailout move. So, as long as it is to buy and sell to the satisfaction of all, once, it will bring about "national team withdrawal" false alarm. However, for some steeped in the market for nearly 20 years of private people, now they feel something different. "This year, if there is no gold card in the market operation, the market can stabilize into this now, some can not imagine." A senior private equity manager in Shenzhen said so. In his view, the previous bailout, the operation of funds is relatively simple, rough line, for the city theory

半年报曝光中证金“萍踪侠影” 增持依然是主旋律 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   ⊙记者 李小兵 ○编辑 全泽源   一直“低调”的中国证券金融股份有限公司(简称“中证金”),正通过变化操作手法及调整布局思路来引导市场热点,这在2016年A股半年报里可一窥其奥。   “一季度中证金卖出了350万股五粮液,二季度又买入了334万股;同时,中证金一季度买入了479万股贵州茅台,二季度卖出了221万股。今年以来逐渐活跃的白酒股行情,中证金都在其中有所表现。”半年报中的这个现象,近来成为白酒行业媒体的话题。与中央汇金公司在上市公司股东榜中的基本持股状态多数是“未变”不同,中证金相对活跃的交易表现引发了大家的兴趣。   “与中央汇金公司不尽一样,中证金今年以来的思想策略有了些改变。”对此,一位研究中证金运作模式的资深市场人士提出了一个观点:“中证金试图改变以前的状况,通过增持或新进,起到引导市场热点、激活市场人气的作用。”在这位人士看来,最终,中证金希望能以市场化的方式引导市场运行走向正循环。   “暴力哥”与市场化   “中证金在股东榜上表现出有买有卖,应该是出于两个考虑:一个是中证金的资金有利息要还;另一个,显示出中证金在引领市场,即过热时压一压,低迷时拉一拉。”上述分析人士称。   资料显示,2011年10月28日成立的中证金,是一家由上交所、深交所和中登公司共同发起设立的证券类金融机构。主要业务职责范围是:为证券公司融资融券业务提供转融通服务,对证券公司融资融券业务运行情况进行监控,监测分析全市场融资融券交易情况,运用市场化手段防控风险,以及中国证券监督主管部门批准的其他职责。   在此,有两个关键词,一个是中证金的设立主要为“融资融券业务提供转融通服务”;另一个是“运用市场化手段防控风险”。此番,它直接出现在二级市场股票交易的股东榜单中,源于“临危受命”的救市之举。于是,只要它买入便皆大欢喜,而一旦卖出,就会带来“国家队撤出”的虚惊。   但是,对于一些在市场中浸淫了将近20年的私募人士来说,现在他们感受到了一些不同。“今年以来,如果没有中证金在市场中的操作,市场能稳成现在这个样子,有些不可想象。”一位深圳的资深私募老总如此表示。在他看来,以前的救市,资金的运作比较简单粗线条,为托市而托市,不会考虑市场应该会形成什么热点,也不考虑关键时间点,一到月底还钱的时间,就抛售股票,这在一定程度上打乱了市场规律,曾被市场以“暴力哥”形容。随着中证金和中央汇金双双介入救市,市场的运作方式也有了更大的回旋空间。   记者注意到,证监会去年8月曾明确表示,中证金通过协议转让方式向中央汇金公司转让部分股票,由其长期持有。而中证金“当市场剧烈异常波动、可能引发系统性风险时,仍将继续以多种形式发挥维稳作用。”   市场人士认为,今年,稳定市场的压力还是非常大的,整个市场需要慢慢积累,恢复人气,因此,迫切需要有人能在其中操作来引导,而中证金具有这种担当的实力。   当然,也有市场人士表示,如果在一个较弱市场里,频繁操作对市场的伤害很大。所以,对操作频率的把控也是中证金的技巧大考科目。   半年报里的中证金   那么,2016年的半年报,透露了一个怎样的中证金?   增持依然是主旋律。根据记者的不完全统计,上市公司半年报显示,约40家公司今年以来获得了中证金连续两个季度的增持,其中包括中国石油、中国中车、中国建筑、华能国际这样的大型央企;农业银行、浦发银行、华夏银行、招商银行、交通银行、光大银行等商业银行;国金证券、华泰证券、东吴证券、东方证券、申万宏源等券商;中国平安、中国人寿,以及上海电气、中兴通讯、大秦铁路、华业资本、重庆钢铁、紫金矿业等。   一个对比是,似乎房地产企业在此要远比医药类企业受青睐。在记者统计的这40家公司中,房企包括华夏幸福、华侨城A、招商蛇口、保利地产、泛海控股等,而医药公司仅有天士力、康美药业。有意思的是,今年第一季度,中证金增持了中信银行的A股,在第二季度,则增持了中信银行的H股。   同时,中证金在第二季度也有“新的目标”。这其中最受关注的当属兴蓉环境。二季度,中证金一口气买入1183.59万股,被认为是对国企改革的看好。此外,其新增股还有中水渔业、际华集团、锦龙股份等,前两者皆有央企改革预期。   而有3只股票遭中证金持续两个季度的减持:云南白药、上海机场和兖州煤业。记者在统计中还看到,中证金消失于20家公司的半年报股东榜中。例如江铃汽车、新黄浦、海虹控股和深天地A,这4家公司,中证金在一季度末的持股数均高于二季度其股东榜中的最低持股数。值得注意的是,海虹控股一季度股价最低时是17.81元,到了二季度末,股价已悄然攀至40元大关。此时中证金功成身退,可谓进退有度。THE_END 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: