Chapter 313 Others May Not Agree
Eight o'clock in the morning.
Li Yuan hugged Song Jiajia somewhat tiredly, and Song Jiajia rested her face on his chest.
"From tomorrow until here?"
"Well, we'll start tomorrow."
At around nine o'clock that evening, Song Jiajia knocked on the study door again.
"Well... I want to stick with you... You said you don't want it tomorrow, so today..."
…
After a busy night, Li Yuan had breakfast and was about to go to the next room to rest.
Song Jiajia ran in again and got into his bed without saying a word.
"Hey, isn't that the end?"
"Tomorrow, not today..."
"The tomorrow I talked about yesterday is today."
"But we are living in Western time. Last night, around 8 o'clock, it was early morning in the West. At that time, you said tomorrow... but now it's not time yet."
"Oh, that's all for tomorrow then."
“Well… okay…”
…
At about eight o'clock that evening...
"Hey...it's time!"
"No, it's not tomorrow yet. You said that in the morning."
"We don't live on Western time?"
"In China, of course we have to follow Chinese time..."
…
Tomorrow and tomorrow...
Before we knew it, it was already late February.
After thousands of A-shares hit the daily limit in the first two days of trading, thanks to the counterattack of Kingkong Capital, the market has closed higher for twelve consecutive trading days, and the market has rebounded from 2,600 points to 2,800 points.
The scale of Kingkong Capital's growth has reached a terrifying level.
The purchase limit was implemented on February 3rd, and 20 billion yuan of applications were made on that day. Not many people knew about this day.
The subscription amount on February 4th reached 220 billion.
On February 5, the subscription funds once again exceeded 100 billion, reaching 110 billion.
On February 6, the subscription funds reached 80 billion.
The subscription funds on February 7, 8, and 9 reached 130 billion, and all shares were confirmed on February 10.
Since then, the scale of Kingkong Capital has officially exceeded one trillion.
As of late February, the entire Sky Capital Group had a size of 1.3 trillion yuan, with its net worth increasing by nearly 30 percentage points.
The management fee of 1.3 trillion is a full 26 billion a year.
Including the subscription fee and some handling fees, Kingkong Capital's annual revenue is guaranteed to start at 42 billion.
All of this is nothing compared to the rising stock price of Sky Capital.
With the dividend plan announced on February 3, a huge amount of 70 billion yuan was poured in.
In fourteen trading days, the stock price doubled, and the current market value has reached 800 billion.
This is still the most conservative valuation given by the market. No one is sure what the performance will be next year or in the future.
Even with a market value of 800 billion, Kingsoft Capital's price-to-earnings ratio is only 8, which is the lowest in the entire financial sector except for bank stocks.
The valuation given by the market is so conservative, which also shows how much resistance domestic capital has to it.
If he was popular with capital, the market value of Sky Capital would have exceeded one trillion yuan long ago.
Even if big funds get involved now, they are only for dividends and have no intention of supporting them.
Even the main participants are retail investors and some small funds, and big funds may not even bother to come in.
Kingkong Capital is indeed very profitable, but it is also an outlier in the entire financial industry.
He had no helpers. Even Tang Jianjun was at most willing to cooperate with him on financial matters, but that was all.
We won’t give him a back door or provide him with special channels.
What Tang Jianjun can give to him, he can also give to others. All he needs is for others to show the same strength. It will be fair and just.
Li Yuan has been paying close attention to Laiqian Capital's holdings.
On Wen Yuxian's side, most of the people are copying her own homework. The overall net worth is not bad, and her ability to absorb market funds is also strong.
After all, she is a big internet celebrity with tens of millions of fans, and with her amazing looks, her exposure rate is definitely not bad.
Last year she made incredible profits and attracted a lot of funds.
Even though thousands of stocks hit the daily limit in the first two trading days this year, the overall loss was not too big.
Traditional A-share industries, which lack explosive power, are no longer popular now.
So even though the overall market index didn’t rise much, it was only about ten points.
In fact, the growth rate of emerging industries is very large, but those new industries do not account for weight and have little impact on the overall market index.
This is also why once there is a rescue effort, the first thing to do is to pull in banks and securities firms. These types of companies have a relatively large weight, and the index will look good.
In fact, A-shares have really been rising, otherwise the capacity would not have increased from 40 trillion five years ago to 80 trillion now.
This is an increase despite the fact that the economy is losing two to three hundred billion yuan every year.
Stamp duty takes away more than 100 billion yuan every day, and new IPOs take away more than 100 billion yuan.
Li Yuan took a look at some of Wen Yuxian's holdings that were different from his own, selected a few tickets, and sent them to Guo Meng.
Kingkong Capital now has 5 to 6 billion subscriptions every day, but very little redemption funds, so it is a big challenge for Guo Meng. Li Yuan can only give her some advice.
Otherwise, with her ability, she would not be able to manage five or six billion yuan of funds in a day.
Even if the market is good for many stocks, we cannot continue to pour money into them. If we continue to do so, we will have no choice but to raise our hands.
He tried his best to prevent Qingtian Capital from raising its stake, and he didn't want to trouble Tang Jianjun again.
The last time I asked Tang Jianjun for help, it was equivalent to using up all the favors I had done before.
Even though he knew that Tang Jianjun would not only not lose money, but would also make money.
But at that time, Tang Jianjun did give it to him at the risk of losing money.
Last year, QDII failed to liquidate, and the National Fund did not urge him. He took the initiative to reduce the ratio, which can be regarded as a kind of feedback, and the two parties are still cooperating normally.
Looking at the entire A-share market, there is still a clear distinction.
If Kingkong Capital wasn't so big that it had participated in all the good tickets it could, those funds wouldn't have come to help.
Now there is a lot of funds that have nowhere to go, and are forced to support some of the stocks that Li Yuan is involved in.
Because there is only so much that can be used to manipulate the market.
Li Yuan knew that this was not the end... those big funds would still rather listen to foreign capital than follow him.
With the recent rise in A-shares, a lot of foreign hot money has flowed back.
The other party grasped the timing very accurately. If the flow returns to this position, he can make a lot of money.
As long as the big domestic funds are willing to follow his footsteps and continue to surge for a few days, it will be useless for foreign capital to come back, and they can only carry them.
But those big funds are not willing to keep their foreign masters out... They will do it secretly and would rather lose some of their own interests to let the foreign masters in.
In this market situation, many funds are still losing money. Can you believe it?
It's almost a general rise.
After all, after thousands of stocks hit the daily limit for two days, facing the expectation of a rebound, those funds that are still losing money no longer regard investors' money as money.
To put it bluntly, they don't treat the people of the Hong Kong community as human beings.
The money is just their bargaining chip to please foreign capital.
Are you willing to spend 900 yuan worth of Maotai?
Do you dare to smash a 40-yuan BYD car?
Can you just destroy Mindray Pharmaceuticals, which is worth 200 yuan?
Mindray Pharmaceuticals' IPO price was 58 yuan, which made an industry leader. Coupled with the recent black swan event, its stock price took off visibly. What was the result?
A lot of chips are thrown out every day.
It is impossible to do it without big funds.
The chairman of Mindray Pharmaceuticals has been confused recently.
The company's performance exploded, and similar stocks on the market doubled or tripled, except Mindray Pharmaceutical, which only rose by 30 points.
This is fucking outrageous!
He was also planning to sell off part of his holdings after the share price of Mindray Pharmaceutical reached 400 yuan, but now it seems that there is no chance at all.
As for the reason…
He gradually understood.
This is because one of Mindray Pharmaceutical’s major shareholders is Kingkong Group.
However, those big funds are unwilling to support the Qingtian Group.
Li Yuan has a strong influence on retail investors, but for the big market, it needs big funds to drive it. Otherwise, the rise will be very limited relying on retail investors.
So, the boss of this company called Yu Yue and said that he wanted to buy back the previous shares from Qingtian Group.
This news was conveyed to Li Yuan by Yu Yue.
When Li Yuan processed the news, he called Yu Yue.
He said, "You can talk to them. I'll give you a bottom line price of 260 yuan per share. Let's talk about it at this level. If you can't leave, let Yao Yingsong go over."
Yao Yingsong is not so busy now. After all, more than 2,000 tons of the 3,000 tons of meltblown cloth have been used, and the pressure on masks on the market has been reduced a lot.
After distribution by BiXin Mall, all of them have been delivered to the destination one after another. The remaining hundreds of tons of meltblown cloth can be made into finished products at the market price and sold in BiXin Mall, which may even make a profit.
After all, the price of masks still hasn’t come down, and they are basically not available online.
"Boss, are you really going to sell it? Mindray Pharmaceuticals clearly still has great potential..."
"It's okay, just sell it. But when the time comes, the Sky Group will issue an announcement saying that we are still optimistic about Mindray Pharmaceuticals, and even if we sell the shares, Sky Capital will continue to participate."
Now Mindray Pharmaceuticals is full of retail investors, and Li Yuan doesn't want these retail investors to run away.
Although those who believed in him definitely made money, Li Yuan had an obligation to help them make more.
The boss of Mindray Pharmaceuticals is a pure businessman who is always pursuing maximum profits.
Otherwise, I would not have immigrated to Singapore last year.
The purpose is to avoid taxes.
"Boss, we've all left, why do we still have to support them?"
Yu Yue didn't understand why Li Yuan did this.
"It's to support ourselves. Just do as I say. Their stock price is 240 now. It should be no problem to negotiate it to 260. The higher the better..."
"Okay, I understand."
After Li Yuan hung up the phone, he took a look at Ningde Holdings.
This company is fine, mainly because its strength is indeed strong, and even large funds have no choice.
Mindray Pharmaceuticals is also very powerful, but its domestic competitors are no worse than them.
The pharmaceutical industry has been around for several eras, always at the forefront, and there are many companies involved.
Anyway, if the other party goes back on their word before the deadline, the previous contract will be invalidated as well.
The contract that Li Yuan used as a cover has already played its role.
Want to leave? He won't stay.
At worst, Kingkong Capital will just continue to buy stocks. When it reaches the highest point, he will directly ask Kingkong Capital to release a research report and then clear the inventory.
At that time, take all the retail investors away.
He can't run away now because the big funds haven't come in yet. He can't bear to do it without cutting off all the big funds.
There will definitely be a lot of foreign capital coming in and making some profits at the same time.
Stocks that no one wants are garbage.
It doesn't matter how good the company is.
Aren’t the big funds cutting off the small funds and retail investors? Now the retail investors listen to themselves…
As long as there are stocks held by Kingkong Capital, there will be many retail investors willing to follow.
Even if the position update is not real-time, I wouldn't say you can make a big profit after following it, but a small profit will definitely be no problem.
There was a knock on the study door.
Li Yuan saw Song Jiajia coming in and said, "It's not time yet, right?"
It's just past six o'clock and he still has some work to finish.
Usually Song Jiajia would come over after dinner at around 8 o'clock.
Song Jiajia likes to work in bed recently, wearing a white shirt with the top two buttons open.
Coupled with the lack of suitable underwear, the whole person is... indescribably youthful and beautiful.
"That... this time it's not... Douyin contacted Jiutian Media and asked Jiutian Media to remove the content on Bixin and sign an exclusive agreement with them."
Li Yuan: “???”
Currently, there are only 40 million online users of BiXin, while Douyin has 130 million.
He originally thought he had to wait a little longer...but he didn't expect the other party to be so cruel.
Jiutian Media is very powerful and has signed thousands of internet celebrities, including nearly twenty with over 10 million fans.
“What if you don’t sign an exclusive agreement?”
“There will be flow restrictions.”
“What are the benefits of signing?”
"We promise to give some traffic a boost."
"You're not even willing to take out real money?"
“Well, there is no monetary compensation.”
After all, Douyin is very profitable. Not to mention the traffic from video playback, live streaming with goods can be said to have reached its peak. Hundreds of millions of products can be sold in one live broadcast. This achievement has been achieved by dozens of Douyin anchors.
"What do you think?"
Li Yuan asked. If it was before, he would not ask.
Song Jiajia said: "I want to sign exclusive agreements with some anchors, such as the twin Yang brothers. Didn't you limit their traffic on Bixin? They started a live broadcast to sell goods these days and sold 300 million yuan."
Li Yuan: “…”
Because Douyin cannot currently link to other shopping platforms and can only go through their own mall, the main income for big anchors from selling goods is the slot fee and commission.
If the commission is not 30% now, the big anchors will not bring it at all.
Otherwise, why would there be so many anchors selling oranges, boasting about the high quality of their products all day long, but ending up selling them at a higher price than in fruit shops?
In fact, the quality is not even half of that in the fruit shop.
"What else?"
"And some beauty-related ones."
"Sure, as long as Douyin agrees."
Li Yuan agreed .
It would definitely be a good idea to do so, but the problem is that others may not agree.
