Guang Sheng nonferrous two-week boom 61% into rebound first slam ticket

In Jin Yong's wuxia novels, there was a reference to "North Joe, South Murong", and in the current domestic rare earth industry, some analysts jokingly "north of Baotou Steel Rare earths, the south has Guang Sheng nonferrous". In this year's national restrictions on the mining of rare earths gradually promulgated, Baotou Steel Rare earths (600111, closing price of 40.14 yuan) this year, the stock has risen 46%, and Guang Sheng nonferrous (600259, closing price 29.40 yuan) in the last month after the completion of tipped ladies, the two weeks of stock prices suddenly exerting force, 10 As of Friday, the rally had reached 61%, while the amplitude of the period had reached 72%.　　However, the daily economic news reporter analysis of guang sheng colored recent billboard found, stock prices rose behind the hand is the hot money, more than 20 business departments across the country have appeared in Guang Sheng colored billboard, it is in each road fast forward fast forward, drum-style hype, Guang Sheng nonferrous stock prices from 20 yuan below soared to 30 yuan near. The theme of plenty of hot money relay pulled up on the concept of rare earths speculation has started since April this year. Statistics show that the prices of major rare-earth oxides have increased in varying degrees from the beginning of the year to the end of April.　　The main products of the North Light Rare earth oxides the price of praseodymium and neodymium has risen by about 50% per cent, while South heavy rare earths have risen more sharply, and terbium oxide is up nearly 70%.　　In this context, St color in the early April set off a large wave of gains, the share price from the vicinity of 17 Yuan climbed to 25 yuan. On May 19, the successful tipped ladies, and renamed Guang Sheng Nonferrous after the stock market slump, there has been a continuous replenishment.　　Billboard shows that there are institutional funds and securities companies on May 20 in the fall of the plate on the ship, but at the same time, there are funds in the quietly receiving goods, brewing after the big rebound.　　Zhongyuan Securities industry analyst He Weijiang told the Daily Economic news reporter, May 25, the Ministry of Land officially issued "on the national Rare Earth and other mineral development order special Regulation Action Notice", seven kinds of advantageous mineral development order for special rectification, demand for undocumented exploration and mining of rare earths, such as illegal violations resolutely banned.　　The announcement of the announcement indicates that the State attaches more importance to the Rare-earth minerals, and the foresight of the funds in 24th, Guang Sheng Colored day Gaokaigao go, and in the early Enclosure limit board; 25th continue high Drive high, and on the trading board to stay for 1.5 hours, but the trading board in the tail plate was opened, the increase also narrowed to 8.01%. May 26, Guang Sheng nonferrous low open high go to a large shock, close the increase is still 3.23%; May 27 Guang Sheng nonferrous low open, but then continuously pulled up, early plate has been sealed up. And the day Billboard seat revealed obvious hot money hype traces.　　In the buy seats, see five often appear the hot money business figures, respectively, Everbright Securities Deep South Avenue Business Department, Guotai Chengdu North One Ring Road sales department, Guangdong Securities Liaoyang Democratic Road Sales department, the Bohai Securities Shanghai Zhangwu Road Sales Department and the Treasury securities Shaoxing People's Road sales department. Analysis of the industry, the hot Money Sales department gathered in the situation, is generally in the pursuit of marketThe hottest stocks, while the Guang Sheng nonferrous metals in the state control of rare earth mining and rare-earth assets injected double positive, was chasing also in the sense.　　However, these hot money is generally a profit on the out, rarely too long stay. And from the May 27 sale of seats, there are institutional funds fleeing.　　An organization seat to 22.48 million yuan to sell the amount of the same day in the fourth Dragon Tiger list, and Everbright Securities Asset Management headquarters also sold 27.27 million yuan. May 28, in the holding shareholder Guang Sheng Nonferrous Group confirmed within three months without a reorganization plan, Guang Sheng color still strong trading, turnover rate from 12% before the expansion to 27%, the market is still very high. and trading board to buy seats on the big changed, in addition to GF Securities Liaoyang Democratic Road still buy, the remaining four buy seats sales department are all unfamiliar faces, before rarely appear in billboard trading seats. And the early purchase of Everbright Securities Shenzhen Shennan Road Sales Department of 36.97 million yuan in the first place, a successful profit of more than 1.2 million yuan; At the same time fled the previous day into the Guotai Chengdu North a ring Road sales department, sold more than 20 million yuan.　　and the agency seat and Everbright Securities headquarters also continued to reduce the high, sold 35.17 million yuan and 32.07 million yuan respectively.　　A private equity person to the "Daily economic news" reporter revealed that the hot Money sales department in Guang Sheng Colored playing drums, fast forward fast out, relay pulled up. Founder Hangzhou Bao Pepper Road or the last stick to pass the flower, only when the drum stop spend behind, just know who is the last loser.　　And from this week's trading data, the first appeared in the Sheng-colored Dragon Tiger list on the founder of the securities of Hangzhou Bao-Pepper Road Sales department, or will become the final "stick hand." This Monday, the Guang sheng non-ferrous turnover rate is still maintained in more than 27%, the whole day after a big shock after the increase was fixed to 1.03%, 841 million Yuan turnover is a group of new sales office seats appear. Buy Dragon and Tiger list on the Everbright Securities Fenghua Nanshan Road Sales Department, Hongyuan Securities Shanghai Changshoulu Business Department and CITIC Investment Yichang Jiefang Road Sales department, founder Securities Hangzhou Yan ' an business department is a new face, and the purchase amount is significantly lower than before, only in 10 million yuan up and down. The private-equity figures said the phenomenon said the chips had been extremely fragmented and that the main funds had fled.　　and sell billboard The situation also confirms this analysis, bought in Friday most of the sales department chose to profit. The Tuesday Guang Sheng Nonferrous appeared in the recent fourth time limit, but the momentum than the early stage has been significantly weaker, or for the early entry of various funds to provide shipping opportunities. And by Wednesday, although Guang Sheng nonferrous create 32.15 yuan in the history of new highs, but only 1.23%, turnover rate as high as 30%, is the so-called Sheng will decline, the color of the follow-up rise has been weak.　　However, it is strange that at such a high price, there are still special seats for the agency to buy 13.9 million yuan, has become the way of the outbound hot money to the party. The Thursday Guang sheng non-ferrous turnover rate is still maintained in more than 20%, but the stock price strength is no longer now, all day low shocks, slightly down 2%. And the Pan-dragonTiger List trading data show that there has been no previous founder securities Hangzhou Bao Pepper Road Sales department pulled Billboard to buy the first place, the purchase amount reached 48.69 million yuan, is the Guang Sheng nonferrous nearly 6 trading days in the largest purchase amount of a sales department; In addition Haitong Securities Shantou Zhongshan Road Sales Department,　　Citic Securities Shanghai Liyang Road Sales Department and Huatai Securities Business Department of Suzhou Renmin Street is the first time in the buying seat, the purchase amount is more than 10 million yuan. He Weijiang told the Daily Economic news reporter, in the case of Guang Sheng nonferrous asset injection is still full of unknowns, the company valuation has been fired on the day.　　If the later no greater positive appearance, Thursday to enter the funds may be difficult to retreat.　　This Friday, the Guang Sheng nonferrous stock price again fell 1.64%, the turnover rate also slipped below 20%, can be seen in Thursday to buy funds have been shallow sets. Extended Reading Guang Sheng nonferrous asset injection still to be time Guang Sheng nonferrous actual control people Guangdong Province Guang Sheng Asset Management Co., Ltd. owned by the listed companies including Gold Lingnan and Guang Sheng nonferrous. Among them, the gold Lingnan positioning in lead-lead zinc mine, and Guang Sheng Nonferrous currently has 8 rare earth companies, 5 tungsten companies and 1 trading companies, which is located in the "rare earth as the main business."　　It is in this context, the market has been expected to become the group of nonferrous metals industry integration platform. GF Securities Industry analyst Xiao Zheng told the Daily Economic news reporter, and the north of the main production of light rare earth ore, the South region more heavy Rare-earth ore, very rare. With the introduction of the rare earth industry planning, a series of resources will also focus on the hands of key enterprises, and Guang Sheng Nonferrous as the control of Guangdong Rare earth market, Guang Sheng nonferrous Metals Group under the capital platform, the advantages are self-evident.　　However, the analyst said, because some of the ownership of the issue is still not clear, so there is no injection of listed companies, the current market is mainly in speculation expectations. The daily economic news reporter also contacted the listed companies on the issue of asset injection. Companies in the Securities department made it clear that, in fact, there is no change in the fundamentals of nonferrous Metals, the capital injection plan has been circulated to date due to the ownership of mining rights, and not have the conditions to inject listed companies.