1 billion ABC: Industrial capital to the bottom or the secret funds to protect the disk

The hot summer of Beijing Chongwen Gate outside the street lively and extraordinary. People seem unwilling to spend more than a second in the outdoors, like meteors shuttling through various shopping malls and restaurants.　　But there is one place that is particularly deserted--located in the Zheng Ren Mansion, no. 9th, Chongwen Street. On the appearance of the building is not comparable to the Jinrongjie of the headquarters, but this humble place but because the first day of the Agricultural Bank of China spent 1 billion yuan capital "Hu" Bao securities Beijing Chongwen Door outside the main business department a cannon and red.　　The sales department has only been on the list 5 times since 2000, and AgBank is involved in the largest amount of money. Rich State Department Bejerano if the doubts, according to the "First financial daily" reporter understand that the sales department is Warburg Securities in Beijing, the only business department, opened in 2004.　　In fact, Warburg Securities in the country with a number of business departments in the case only in Zhoushan, Warburg Securities in Shanghai, Hangzhou, Fuzhou, Shenzhen and other cities have only one sales department. "The business department is mainly a financing center." "Amoy Stock bar data channel" a researcher told reporters, "most of the securities companies for the implementation of asset management, enterprise annuity, including the value of the management of the market capitalization of the business, such as the preparation of a sales department. "Because Warburg securities behind the backing is Baosteel group, this 1 billion yuan capital is Baosteel shot?" The researcher expressed a negative view: "The base of Baosteel department is in Shanghai, not in Beijing." "And according to the reporter understand, Amoy stock data channel another researcher, who declined to be named, put forward another point of view:" This seat is related to the Zhenghaijo of the Fubon. " "It is understood that" Fubon "is" capital player "Zhenghaijo, to Fubon Asset Management Co., Ltd. as a leading series of investment, management company. In the 90 's, Bejerano, if the main integration of listed companies, everywhere bid for corporate shares and other investment activities. Since 2005, he has entered the stock market heavily.　　Methods, Fubon recently like in the directional additional on the bulk purchase of shares, but the operation is more low-key concealment. "Zheng's position before mainly in the German state securities Beijing Guanghua Road Sales department, the first securities Beijing Beichen Road Sales department, and so on, Warburg is similar to darbond like small brokerages; second, Zheng preferred the first day of financial stocks to buy, such as Everbright Securities (601788. SH) is so, so Warburg Beijing sales department has never had such a ' big Fish ', is a very high probability of Zheng.　　"The above two researchers in the TopView era began to track the seat of the sales department, and then TopView era, the two people are the seat-earnings major shareholder correlation method to crack the whereabouts of many large funds."　　Reporter to the Warburg securities Beijing Chongwen Door outside the business department to verify that the sales department to customer data confidentiality as a direct response.　　Industrial capital Weak city copy bottom case? In the process of communication between reporters and the researcher, they did not express much surprise at the 1 billion yuan fund of the Chinese Securities sales department. According to their tests of the first-quarter shareholder list, the phenomenon has become increasingly apparent but few people are concerned-"The market is very pessimistic, and some big money is starting to flow from the entity to the stock market. "" such as Baosteel Shares (600019). SH), the first quarter of this year, the new three major shareholders, each amount of more than 200 million yuan, of which zhangjiagang free zone and two companies appear in China Shenhua (601088. SH). The last round was Baosteel's mad buying of steel stocks, and this time someone else bought it. "At the end of the first quarter of 2010 years, three new entrants to Baosteel's top ten shareholders are Rugao Ore Warehousing Co., Ltd., Shanghai Chongyang Asset Management, Zhangjiagang Bonded Trade Co., Ltd., which in addition to the Shanghai Chongyang, the other two belong to industrial capital; and China Shenhua,　　The first quarter of the new Zhangjiagang bonded zone thousand Hing Investment Trading Co., Ltd., Zhangjiagang bonded zone Rong Trading Co. At the end of 2008, when market sentiment was not rosy, one market insider told reporters: "Money is flowing from the real economy to the virtual economy, as the real economy has not improved and the stock market has been adjusted." "At present, in a mournful sound, the phenomenon of the bottom of industrial capital reproduced, whether it indicates that the real economy is not optimistic will accelerate this part of the funds to enter?" The researcher said: "The view of industrial capital is very simple, for example, Conch Cement (600585. SH) is to fry the concept of ' ton market value ', but it is copied to the bottom every time. ”