China heavy industry recovery card fall stop to hold fund "bedfellows"

After two months of suspension, China Heavy Industry (601989). SH) finally announced its injection of assets related programs, but due to its suspension during the market slump brought about by the demand, the resumption of trading on the first day of the transaction close to the fall of the report.　　And many of those involved in the fund appear to have a big disagreement. Asset injection against the demand for a fall in the market for less than six months, China heavy industry announced that will carry out major asset restructuring. However, after the announcement of May 6 this year, China's heavy industry's asset injection seems to be much harder than expected.　　The injection of assets was finally released after two months. China's restructuring program for heavy industry, the company intends to 6.93 yuan/share price to the controlling shareholder heavy Industry Group and its wholly-owned subsidiary of the big ship Group, the Bohai Shipping group and the CCB Dalian branch and so on non-public issue 2.5 billion shares, buys the big ship heavy industry 100% 's equity, the Bohai Boat heavy industry 100% 's equity, the mountain ship heavy industry 100% 's equity, North ship heavy Industry 94.85% stake.　　The estimated value of the above target assets amounted to 17.327 billion yuan. Although China heavy industry said that after the completion of the transaction, the company will be based on the original business, the new ship manufacturing, ship repair, marine engineering equipment and other services.　　But because of its suspension during the A-share market shock fell, two months between the decline of more than 20%, so that the asset injection of the Chinese heavy industry to the same as the fall of the opening. Early entry into the fund is in fact early in China heavy industry before the suspension of a number of brokerage research reports that it has injected assets expectations. Oriental Securities Research report that the listed assets are mainly ships supporting business sector, from the net assets and profit point of view, respectively accounted for the overall proportion of the group 14.06% and 26.96%.　　Group's privateer repair assets, including Dalian Shipbuilding Heavy Industry Group Co., Ltd., Bohai Shipbuilding Heavy Industry limited liability company and other high-quality assets, in accordance with the "owners of the overall listing, step-by-step implementation, supporting first" guidelines, the future privateer repair assets are expected to be injected into the listed companies. April 30, May 4 and May 5 this year, the market fell to close, but China's heavy industry shares have surged, April 30 shares rose 3.85%, May 4 shares rose 1.63%.　　In the first trading day before the suspension, China's heavy industry shares once trading, visible market for China's heavy industry to inject the expected intensity of assets. and institutional investors are the foresight to intervene in advance. China heavy Industry Quarterly display, in its top ten circulating stock shareholder list, there are nine seats for the new, the only veteran owner of the Great Wall ding benefits also in the first quarter to 9.9933 million shares. Ka-Solid and investment-quality growth are held 32.6677 million shares and 31.9569 million shares, respectively, ranked second and third in the distribution of shares of shareholders.　　Long letter Gold Trend is held 26.1856 million shares, accounting for the proportion of circulating shares also reached 1.31%. According to China's heavy industry in the first quarter of the stock price trend, only one trading day (March 16) share price was lower than the Friday opening, which means that ifis not in the last trading day before the suspension (May 5) before the withdrawal of the rally, then the probability of these institutions quilt is very high.　　The current divergence of the fund shows that, despite the large holdings of China's heavy industry fund companies have announced changes to China's heavy industry valuation method, but from the Friday trading situation, the major fund management companies appear to China's heavy industry in the future of the stock price trend there is no small differences. Shanghai Stock Exchange disclosed the transaction data show that in the last Friday China heavy industry trading in the Dragon Tiger list, there are nine institutions dedicated seats appear, only a state-backed securities Shenzhen city, a business department of a sales office figure.　　As is known to all, institutional seats are more commonly used by funds and insurance funds. From the transaction data, the choice of five exclusive seats sold to sell up to 554 million yuan, and four buy the total number of institutional seats to buy only 397 million yuan, see the future of China's heavy industry share price trend, more holders think will continue to fall. And many people in the industry also believe that the current market continues to shock the situation so that its assets injected good short-term can not be reflected in the stock price trend, the reverse demand will obviously occupy the upper hand.