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The institution believes that the stock market is expected to enter the stage of fundamental driving.
"B Turn A" Reorganization shares today
On the evening of November 10th, disclosed the converter absorption and combination of Hangzhou Steam Blind B and related transaction plans, the company intends to issue A shares to all shareholders of Hangzhou Steam BurchaThe stock exchange of stocks absorbs the Hangzhou steam wheel.In order to absorb the merger, Hangzhou -G -wheel is the absorption merger, that is, Hailianxun issued A -share shares to all the shareholders of Hangqi Wheel to the Hangqi Wheel, exchanging the Hangqi wheel stocks held by these shareholders.
After the merger is completed, the Hangzhou Steam Whisper is terminated and canceled the legal persons qualifications.All other rights and obligations. The share conversion ratio of Hangzhou Steam Whisper and Hailianxun is 1: 1, and the companys shares will start on November 11, 2024.
According to the data, there are 4 listed companies in Hangzhou Capital. In addition to Hailianxun, it also includes Hangyon Oxygen, Hangzhou Steam B, Numerical Technology.Hangzhou Capital directly controls Haylianxun, indirectly controlled Hangzhou Steam B, and Hangzhou Capitals actual controller Hangzhou SASAC.
This transaction can solve the problem of left -Historication of B shares and enhance the financing capabilities of Hangzhou -G -wheel.; Improve the core competitiveness and investment value of listed companies.
Double-promoting the heating up in policies and market heat, the Wind reorganization concept index has increased by 70%since September 18.Data show that from September 18th, of the 113 stocks of the restructuring segment, the stock price of 26 stocks has doubled.The cumulative increase of 5 shares rose by more than 200%.family/strong>
On November 9, data treasure launched a small survey.In the end, a total of over 3,600 enthusiastic readers participated in the questionnaire activity, thank you for your support.
From the results of this survey, after the index continued to rise last week, more than 44%of the interviewees saidIt increased by 6 percentage points from last week, and the number of people holding the continuing interval shall be reduced by 7 percentage points.
The ratio of the respondent who believes that the decline in the decline increased from 9.4%last week to 12.87%.On the whole, everyone is cautious about the next weeks market optimism.
In the change of positions, more than 80%of the respondents choose to increase their positions, below 50%and the proportion of respondents in the empty positionEssence
Specifically, the two types of interviewees of Manchu and Manchu plus financing are as high as 49.39%, which is increased from 45.53%in the previous period;The proportion also increased by 0.4 percentage points from the previous period.
In the answer "How about this weeks profit?"The proportion of 45.7%last week rose sharply.
For the trend of A shares, 32.2%of the respondents believe that the Shanghai Stock Exchange Index is 4,000 points and above, and the expectation is also greatly improved compared to last week. This data last week was 26.28 26.28 last week. 26.28 last week was 26.28%.
For the sector that is optimistic about, the respondents are generally optimistic about the direction of the technology sector.Reduce.
However, on November 8th, the Standing Committee of the National Peoples Congress reviewed and passed the debt measures, and the concept of debt was attracted by the respondent.In addition, the proportion of non -silver finance and consumer sectors is also increasing.
Overview of the institutional market
Last week, the Shanghai Index rose 5.51%.How will A shares run next week?Data treasure summarizes the latest investment strategies of major institutions for investors reference.
Haitong Strategy Research Report believes that historical experience shows that the development of fiscal policy at the bottom will help macro -based fundamentals, but from the introduction of fiscal policy to macroeconomic and corporate profitability improvementThere are some time stagnation, and fundamental repair often lags behind the bottom of the policy.With the continuous restoration of the fundamentals to promote the policy, the stock market is also expected to enter the stage of fundamental driving.
Guotai Junans strategy said that the key to this round of market is the change in the decision -making layer to reverse the economic situation and support the capital market.The cornerstone of the mid -line N trend, and the market has also seen a series of incremental policies.Whether policy orientation can move from "expanding currency" to "expanding credit" is the key to whether the market can be pushed again.
Zhejiang business strategy judgment from September 24th to October 8th is just the "first wave" in the big market in this round.The endogenous adjustment pressure, but from the current policy, emotions, funds, and trends, it should still be firm in the mid -line dimension.
In terms of configuration, the agency recommends that the mid -line multi -thinking is based, it is not chased or even properly stopped profit, and the distribution of important technical positions at the broader market will be increased.In terms of industry, it is recommended that the main line of "finance+technology", the position of the position selection is selected, and the "high and low switching" can be done in the selected track.
Statement: All information content of data treasure does not constitute investment suggestions, the stock market is risky, and investment needs to be cautious.
Responsible editor: He Yu
School Division: Ran Yanqing
Data Treasure
