Stir-fry the housing regiment to the stock market: Rare earth feather after battle

The author Wang from rare earth permanent magnet to aerospace military industry, and then to the agricultural sector, the fierce operation of hot money spread A shares, and the subject matter is constantly refurbished.　　This is largely due to the large influx of private capital from the property market after the retreat. "Now some sales departments began to provide financing services, help the trader to introduce funds, a lot of money is from the real estate exit."　　Zhejiang, a well-known hot money sales department told reporters.　　Although the amount of funds is still difficult to calculate, but from the hot money around the attack, can also be a glimpse of its impact on the market. Real Estate capital incarnation of the hot money "this period of time Wenzhou people sell a lot, the community recently renovated many, mostly Wenzhou people sold, the new owners began to decorate.　　"There are people living in the inner ring of Shanghai to tell reporters."　　In 2000, when the real estate was built, there were a lot of Wenzhou investors pouring in, at present, there are at least one-third of the estate for Wenzhou funds purchased.　　Rumours that real estate funds have been killed to the stock market seem to have been confirmed.　　The reporter from Zhejiang some hot money concentrated business department to understand, some sales department is in the identity of the middleman, help limit death squads introduced funds. People familiar with the matter told reporters that the specific operation process is that the trader's own part of the money with the new money in the operation together, "for example, I borrowed 10 million in, I also want to out of 1 million, and then 11 million in the lender's account, I only responsible for the trader."　　The people familiar with the matter said to reporters.　　The interest rate for borrowing is monthly 1.1%, the equivalent of 13.2% per cent annually. "It has been there before, but not so much," he said, starting from August or September this year.　　The person said to reporters. GF Securities in its report, said that from the real estate market, according to "11" before the stock market 18.28 times times PE, can capitalize out at that time rental yield of 5.5%.　　This is equivalent to the same funds into the stock market, and into the property market, charging 5.5% of the rent, the proceeds are the same. "But ' 11 ', taking into account the market expected to levy about 0.6% of the real estate tax rate, plus the down payment from 20% before 11 to 11 and 30% suite limit purchase orders. According to projections, "11" after the rental rate has dropped below 4.5%, then the property market implied by the PE level should be 22.2 times times, and as of October 29, the Shanghai PE level is 19.6. On that basis, the stock market should have at least 16% more room to rise. This also means the property market implied by the Shanghai point is also above 3,500 points.　　"GF Securities said in its report.　　Hot money speculation plate wheel dynamic rare earth permanent magnet rally seems to have peaked.　　November 5, rare-earth permanent magnet plate stocks all down, 17 plate stocks, only horizontal shop East Magnetic (002056.SZ) and China Aluminum (601600.SH) two stocks red. The November 2 was called the beginning of a fall in the rare earth permanent plate, the plate fell 2.34%, the next day the whole line fell 7.87%.　　November 4 Rare earth Permanent magnet plate also rose 4.37%, but in some markets, it is already the floating capital in the way of pulling high shipments.　　From September onwards, the rare earth permanent magnet plate trend is fierce, so far the rise has reached 63.4%.　　The continuous rise of rare earth permanent magnet plate is also the result of the force push of the hot money. "Rare earth permanent magnets are mainly seen in Baotou Steel (600111.SH).　　"There are hot money people in Zhejiang told reporters.　　Although the rare earth is not the main direction of hot money, but its share price trend, but to Jiangsu and Zhejiang funds kill rare earth permanent magnet plate, played a role of Vane. As early as April 20, 2010, Baotou Steel, the emergence of a round of quotes, you can see the phenomenon of floating capital and the organization dances.　　The day of trading Billboard show, an organization seat on the day to buy 80.41 million yuan, and ranked top of the list of the buy is Guotai Shanghai Dapu Sales Department, the sales department to buy 98.92 million yuan, and Guotai Shanghai Dapu Sales Department is also well-known hot money Business department, and recently many times with the organization of the table appeared in the Dragon　　In addition, the fifth place in the Dragon and Tiger List of the Guangdong Securities Liaoyang Democratic Road Sales department, is also in the Panda Fireworks (600599.SH) on the First World War famous floating capital gathering.　　In the 5 trading days since November, the net outflow of rare earth permanent magnets is very obvious.　　Great wisdom of the data shows that from November 1 to November 5, the rare earth Permanent magnet plate net outflow of 2.77 billion yuan, accounting for the circulation of 0.93%, in all great wisdom concept plate, the net outflow accounted for the highest.　　But at this time some of the hot money or has moved, and the remaining funds began to pour the way to pull the stock price, concentrated forces to storm a stock. October 21, the three ring (000970.SZ) Suddenly exerting force, the first shot is still hot money. The day of trading billboard show, the state letter securities Shenzhen, the business Department of the Nine Road to pour, buy 7.95 million yuan, sell 9.26 million yuan. The two institutions also bought 29.68 million yuan and 23.74 million yuan in the same day respectively.　　The top of the buy list is Everbright Securities Shenzhen Shennan Middle Road Sales department, the day to buy 40.48 million yuan. After a trading day, Everbright Securities Shenzhen Shennan Road again, buy 26.77 million yuan, the next trading day, and again buy 67.72 million yuan. At the same time two trading days respectively sold 8.7 million yuan and 8.98 million yuan.　　And the top five of the sales department has sold, the upside is increasingly obvious. November 2, the letter of the state securities Shenzhen, the business department will take over the big floating capital, the day to buy 36.37 million yuan, sell 26.98 million yuan.　　On the same day the amplitude of the unit reached 10.07%, the turnover rate is as high as 24.79%. Although the three-ring division in November since the 5 trading day of the rise reached 9.9%, but the big wisdom data show that the main funds fled significantly. The net outflow of the unit is 243 million yuan, accounting for 1.98% of the circulation plate. And the third ring is the rare earth Permanent magnet plate in November rose the highestStock.　　And the recent rise of the fierce Taiyuan corundum (000795.SZ), the same can see Everbright Securities Shenzhen Shennan Middle Road, the state letter securities Shenzhen, and Guangdong Liaoyang the Democratic road, such as a few familiar figure, are the same day the sales department has a large number of buy and sell, its approach is still on the upside. "The body in the whole out, the idle money to explain also dare not to stay."　　"The above-mentioned Zhejiang idle money personage is analysis.　　And in the rare earth permanent magnet and aerospace industry after the new shares seems to become a hot money. October 4, National Credit Securities two well-known sales department of Guangzhou Dongfeng Middle Road Securities Business Department, State Securities Co., Ltd. Shenzhen, the nine-road securities business department at the same time to kill into the Pearl River Beer (002461.SZ), the cumulative buy 15 million yuan.　　The Pearl River Beer, which was only listed in August this year, has doubled in the one-month period, with a current closing price of 27.28 yuan, which has risen 370% per cent over the price of 5.8 yuan. And another new issue Kyushu Tong (600998.SZ) also for institutions and hot money speculation, November 3 two institutions accumulated buy 41.64 million yuan, the next day listed companies local hot money Business department Citic built in Wuhan construction eight sales department led another two local sales department, the cumulative buy 104 million yuan.