Ping Gao Xu after the collapse of the national network to see the light die

Every reporter Wei Yuqing with the National Grid to become flat high electric (600312, closing price of 18.18 yuan), Xu Relay (000400, closing price of 21.88 yuan) the actual control of the event of the clear, two stocks have continued the strength seems to be difficult to escape the fate of "see Light die".　　Yesterday, the Shanghai Composite Index rose 77 points, while the flat-high electric, Xu Relay fell 6.72% and 5.61% respectively, the list of the first and Shenzhen in the Shanghai decline in the second.　　Analysts believe that the news before the bright two stocks have soared, now good cash, and two stocks have been high valuations, adjustment is inevitable. Ping Gao Xu after the end of the net into the country, July 18, Ping Gao Electric notice said, Pingdingshan Sasac will ping Gao Group 100% Equity stake to the national network of International Technical Equipment Company (hereinafter referred to as the National Network International).　　And Xu-ji group and China Electric Power Science Research Institute, Ping An trust signed the "Cooperation Framework Agreement", the future through a series of transfer, the Chinese Electric Academy will hold a 100% stake in the Xu Ji group, become the actual control of the relay, and Ping An trust ultimately directly holding the shares of listed companies.　　State Grid holding national network International 100% Equity, China Electric Academy is the state power grid directly under the unit, so far, ping Gao, Xu Secondary companies are basically the state grid revenue bag. Institutions to throw good hard to escape see light dead nearly one months, ping Gao Electric, Xu relay price of the increase far more than other listed companies in the same industry. Ping-Gao Electric nearly one months cumulative increase of 32%, Xu Relay since June up to 39%.　　However, after yesterday's announcement, Ping Gao, Xu after the market soared in the case but both plummeted.　　Yesterday's trading public information showed that among the top five selling seats, 3 seats and the Eastern Securities Customer Asset Management division of the total sold flat high electric nearly 170 million yuan, and the top five buy seats, only one agency seat to buy more than 36 million, the rest are hot money to buy.　　Xu Relay the top five selling seats also has 4 institutions, the total sold 180 million yuan; the top five buy seats only one agency, buy only 11.26 million yuan. Analyst: There is still integration expected securities and power Equipment industry analyst Pidge to the daily economic news reporter, said the state grid is flat high electric, Xu relay end users, especially in some high-end products such as UHV products, the national network is flat high electrical only customers. Today, end users are controlling shareholders.　　For now, the biggest advantage for two companies is that the end-user has an integration trend, and as a major shareholder of two companies, the impact on the market share of two companies in the future bidding process. CIC Securities also noted that to pay attention to the company's possible future real improvement, for the flat high, the follow-up development of the bright spot lies in the national network for the development of the ping-Gao Toshiba, the investment in research and development funds, 220kV the following products of the ability to take orders are still to be upgraded and May as a platform still have other On the other is also the promotion of two times equipment product market share and a large number of research and developmentInvestment and so on.