The agency's 3,000-point spread. Not with?

Every reporter Song Yuandong this week, the organization's special seats frequently appear on the Exchange billboard. God horse industry, emerging casting pipe, Jiaozuo Wanfang ...　　These days by agencies to buy a large list of stocks, almost without exception in the short term, a continuous, rapid pull up the market. In the process of 3,200 points in the market, the organization not only fear 3,000 points above the high, but the trend of lightning "everywhere", what is intended? What is the reference value of this to the market investment? Can investors follow up? How to follow up?　　　To this end, "Daily economic News" interview a number of people in the industry, trying to solve the mystery, to provide you with reference. The phenomenon agency appeared in 19 stocks this week the number of institutions appearing in the buy list has increased markedly, and comparing sales and selling number of seats, institutional buying and buying seats occupy an absolute advantage.　　According to the daily economic news, on the Dragon and Tiger list, in the 19-unit seats appearing on the table, the agency is net-bought in the 16-member list and only 3 is sold. Monday, the organization appeared in the British force, the Great Wall development, Yuan Yuan yuan three stocks. Among them, the British power special, the Great Wall development, the Yuan Valley has 4, 3 and a special seat board for the purchase list, and the sale of the institutions dedicated seats are 1, 2 and one respectively.　　From the three units listed on the list of transactions, the purchase amount is 143 million, and the sale amount is only 22 million yuan. Tuesday, Nemongwa Electric, Canton Pharmaceutical Industry, God horse Industry, Dalian Jinniu (July 15 from the change to "South-China Construction"), the National Yuan Securities and other five units continue to be net buy state.　　Among them, the NEMONGWA electricity has two institutions dedicated seats to buy more than 70 million yuan, sold only 1 seats, sold only 13.26 million, God horse industry, the first 5 buy seats, institutions occupy 4 seats, the cumulative buy more than 84 million yuan; Dalian Jinniu, National Yuan securities, etc. only institutions buy, and no agency to sell. Wednesday, Changchun High-tech due to the mid-term performance significantly increased, *st, St East Airlines for the announcement of restructuring, institutions profit out of the agency, the establishment of Yunnan copper industry, emerging casting pipe, the fire shares, south-central construction; Thursday, the body of the day Hing Instrument, Jiaozuo Wanfang, which Jiaozuo Wanfang top five seats all for the organization occupy,　　The cumulative buy nearly 340 million, and in Friday, the Agency continued to add to Nanshan Aluminum, Yanzhou Coal, cloud aluminum shares. Reporter statistics found that these stocks, where the agency net buy, almost will appear a wave of rapid lifting.　　*st, St Eastern Airlines, such as a handful of stocks due to good cash, institutions sell out. Features pulled out of the stock "Black Chicken" Change "phoenix" These are institutions to put up the stock of almost all in the short term quickly pulled up, the agency's favor makes a only early unpopular stocks suddenly "black chicken" changed to "Phoenix."　　Among them, the British force special two consecutive trading, continue to climb up, the short-term increase of more than 30%, the new cast pipe this week, four consecutive Yang line, up to 35%, God Horse industry four consecutive trading, this week's increase of more than 50%. In the body of the fiercePull, the stock soared at the same time, the market rumors constantly, many questions. "Is there any progress in the restructuring of the Anglo-Mega shareholder?" "God horse industrial performance to change?" ”...... With the agency's shot, a frequent occurrence of the stock, but listed companies immediately came out and issued a notice of clarification, God horse industry announced that the next three months does not exist equity transfer, non-public offerings, divestiture or asset injection and other major issues.　　What kind of medicine is it that has always advertised value investment? A market analyst told the Daily Economic news reporter that this is the "curse" of liquidity! Institutions have more money, the market liquidity is abundant, this is in the market long time worry-free situation, the organization overly optimistic performance. The establishment of these stocks may be in advance layout, long-term bullish, may also be to attract the short-term speculation behavior.　　Specifically, the institutions currently in the opening of these stocks mainly have the following three major characteristics. First of all, from the industry point of view, these abnormal stocks in the industry is more dispersed, does not have synergies, the institutions to the opening of these stocks involved in chemical, electric power, steel, non-ferrous, parts and components manufacturing, medicine and many other industries. Second, in terms of stocks, there are earnings improvements or restructuring expectations, such as God Horse industrial production of adipic acid from 7000 yuan/ton rose to the current 12,000 yuan/ton, the company is expected to profit from the two quarter; British force mega shareholder group and the National Electric Power restructuring completed, hope to expand upstream and downstream industries,　　To cultivate new profit growth points, and Nemongwa electric power early this year in April has launched an asset replacement plan. Finally, from the technical form, these stocks are most of the early unpopular stocks, after a long period of consolidation after a sudden exerting force, such as Yunnan Copper, the stock in the force before the increase in the consolidation of 3 months, and God horse industry in 4 consecutive trading before, the stock price in 6 yuan up and down the horizontal plate for more than 5 months; similar stocks and Jiaozuo Wanfang　　, emerging casting pipes and so on. Strategic institutional funding or early layout "These are the signals that agencies are letting go, and I think that following the optimism of the organization, the current market environment has the value of participating!"　　"Ping An securities strategy analyst Li Xianming told reporters that in the current economic upturn in the situation, the institution of frequent increase is the release of optimism, market activity can be further enhanced, this time the different stocks scattered in various industries, it is the concentration of market activity. Should investors be involved in a unit that is a follower? He argues that the firms ' pulled up may be bullish on the company's long-term fundamentals, or on short-term market behavior with ample liquidity, and whether investors are involved in the ability to take risks.　　Institutions involved in a unit after the change is likely to attract large sums of money to participate, the short-term continue to push up may still exist, the pursuit of high-risk, high-yield investors can short-term participation, but for the poor risk-bearing investors do not recommend participation. "According to past experience, institutions buy a strong desire of stocks, future often have 10%~15%!" Cai Xiang, investment manager at National Gold Securities Wealth Center, believes that if billboard buySeats are all institutional seats, certification institutions to buy strong, short-term explosive force is very strong, the future often there is still room to continue to rise, short-term participation risk is small.　　For the agency's shot, Cai Xiang that this may be the main funds in advance of the layout of the consideration, before the market to explore some of the fundamentals may be the first inflection of the industry and stocks, staged positions, in the future when the company's fundamental good cash, may be the opportunity to ship the organization. He also believes that even if we do not know what is the reason, the agency to buy stocks often means that there will be a "story", investors can not only appropriate short-term speculation, but also long-term tracking of the company's fundamental changes, low appropriate buy. However, short-term participants should not be try, should be more than a collection.　　If the short-term hype over, do not exclude the organization to achieve profit targets ahead of the exit. Analysts pointed out that, according to the institutional involvement of the characteristics of different stocks, investors may wish to choose a stock in the following areas to be laid out in advance. First of all, the company's industry is currently unpopular, such as software, agriculture, etc. secondly, in the industry concern is not high, the fundamentals are general, long-term in the margin of loss, but still occupy a certain market share of the company, such stocks often have asset restructuring expectations, such as the Inner Mongolia Huadian; In addition, in the market boom period passed reorganization "gossip"　　Or the State encourages the reorganization of industries and companies, such as Chongqing department stores, Jianghuai vehicles; Finally, the circulation plate in the 5~10 billion shares, suitable for institutions to set up and operate a unit.　　Some institutions to increase warehouse key stock Jianghuai Auto (600418, closing price of 6.80 Yuan) because of the two-quarter car sales form good, Jianghuai automobile Company's first half of the net profit from the pre-fall by 50% above the revised to 50%.　　At present, the company's business is from a single "commercial vehicles" to "commercial vehicles + passenger Car" transformation, has been successful, as the company plans to launch a variety of cars, the company's car business is expected to turn a profit soon.　　Not only that, in May this year, the Anhui provincial government launched the "Anhui auto industry adjustment and revitalization plan", the force of Chery, Jianghuai, hualing, Changhe, all firewood and other automotive enterprises in the province under the market principle of joint restructuring, because of Chery, Jianghuai business complementarities, the industry generally expected the most likely to be restructured. Yanzhou Coal (600188, closing price 18.21 Yuan) Friday, the agency strong buy to help push the company's stock prices.　　Earlier, the company's share price has been consolidated for 3 months, the agency is expected to step up the short-term further upward. The company is the only one domestic and foreign listed coal companies, in the domestic coal industry in the leading position. In addition to this part, the company has occupy a lot of resources in other provinces and even abroad.　　Spot sales accounted for more than 85% of the company can best benefit from the domestic coal price strong. The industry has been the current and the next two years, the domestic benchmark spot coal prices to increase the forecast.　　In addition, as Yanzhou Mining group's only listed company, the company or the group capital Operation platform, so also have the overall listing expectations. Chongqing department Store (600729, closing price 23.12 yuan)　　Company performance is stable. Last year, the company's supermarket business revenue growth rate of 30%, this year, the company's supermarket new network expansion plans similar to last year, is expected to maintain a high growth rate.　　It is expected that the future major shareholder Chongqing company Group Holdings of the new century department stores assets will be injected.　　Company A quarterly report disclosed that the new century department stores have been completed, Chongqing Trading Group and the new Century department stores are actively promoting related work. Industry insiders judged that the new Century department store injection has been basically determined, the reorganization may be pushed forward at any time.　　In addition, the technical view, the company's stock price in 23 yuan concussion has been a full 2 months, with the market upward, the company's stock price to break up the possibility of greater. Neusoft Group (600718, closing price 19.50 Yuan) The company includes two types of core business, software outsourcing and industry solutions, and a smaller medical device.　　Last year, the company's software outsourcing business revenue of 1.24 billion yuan, contributed most of the profits, and more than 85% of the software outsourcing business from Japan. In recent days, Japan's economic recovery is showing signs of significance for the company. In the past, the company's business development focus on software outsourcing, but this year the company will be the focus of growth in industry solutions, now the focus is reversed, the company still has a larger development potential. Industry judgment, although the company reached the overall listing of the performance of the issue is not big, but the company restructuring is expected to remain. Previously, although the acquisition of Dalian Huaxin failed, but the company has said it will continue to search for acquisition targets.