Two weeks reduction company 40 next month industrial capital exit pressure surge

South reporters Wang Yaning Industrial capital of the trend quietly affecting the market trend.　　Tracking from research institutions, the 5 June reduction ratio is very low, but into August, especially since September, increased holdings in the vicinity of 0, but significantly increase, in particular, the recent two weeks to reduce the number of companies to quickly rebound to the level of March. At the same time, financial capital has increased concern for industrial capitals. Societe Generale Securities analysis, short-term market adjustment pressure has increased. Received the southern City newspaper interview of the Sunshine Private equity manager analysis, "Industrial capital, the non-Shares, VC, PE exit will have a certain impact on the market, in the coming October, the impact will be more obvious, short-term market signs of weakening." "Nearly two weeks to reduce the rapid pick-up of industrial securities tracking data, according to the announcement as at September 10, calculated, September has been announced to increase the amount of 21 million yuan, August overweight amount of 35 million yuan, July increase in the amount of 1.07 billion yuan."　　Xingye Securities Strategy researcher Nie Qinglian, Zhang Jidong analysis, September has announced the reduction amount of 1.113 billion yuan, taking into account that has occurred but has not announced the reduction behavior, in early September the actual occurrence of the reduction amount should be far beyond this level. Nie incorruptible, Zhang Jidong Analysis said, the latest calculation of August total monthly reduction of 3.51 billion yuan, compared to August 27, the calculation of the amount of the reduction of data higher than 1.4 billion yuan!　　The amount of net reduction announced in September is $1.092 billion, taking into account the unpublished part, the actual number should be higher than this, and the latest calculation of the whole month of August is $3.475 billion. "In the last two weeks, the number of companies announcing reduction was as many as 21 and 19, well above the 6 July single-digit level, close to March 2010 and early April."　　"Nie incorruptible Zhang Jidong analysis said. "5 June reduction ratio is very low, but into the August, especially since September, the increase in the amount maintained in the vicinity of 0, but significantly increased reduction."　　"Shenzhen Good Investment group Vice President Gu Xiaodong told the south are reporters, industrial capital, the non-Shares, VC, PE exit will have a certain impact on the market, their trend has a certain reference significance." Since August, the strength of a relatively large, fully explained that the valuation is relatively high, the industrial capital themselves to the company more understanding, such circumstances, their reduction will be more intense.　　"Gu Xiaodong analysis. October to reduce the pressure of more for the September since the sudden reduction of industrial capital, Nie incorruptible, Zhang Jidong analysis, from the announcement increase/reduce the number of companies to compare indicators, the current index has returned to more than 90% of the normal range.　　When the index reaches a level of 95%, it often means that the market is about to adjust. "Mainly by the net reduction amount as the Industrial Capital Observation index, compared with the Shanghai and Shenzhen 300 Index found that the two have a very high correlation." In particular, the amount of shareholder net reduction Peak and bottoming out, tend to be slightly earlier than the Shanghai and Shenzhen 300 indices, for example, shareholders net reduction of the amount of the peak (and more than 8 billion yuan) 5 months including 2007 years May, September, December, June 2009, November, then, the market has a big adjustment. In October 2008, the amount of net reduction was determined to see the bottom, after the market reversed.　　Nie incorruptible, Zhang Jidong analysis. "In the rebound, the industrial capital, when the valuation is high, often is their reduction, since August, from the level of funds, but also relatively tight, the pressure of funds increased." After October, this pressure increased, VC, PE to a certain period of exit, they want to pursue the liquidity of capital.　　"Gu Xiaodong said. Watch out for shareholders to reduce the company specific to reduce the company, the Datong Securities analyst U S dollars analysis, reduce holdings and business lack of money, and the actual situation of some shareholders close. "Some shareholders do need to be present, some are not particularly knowledgeable about the capital markets and unwilling to stay longer, but most of them will seek to find some of them, such as some institutional investors, some private sunshine and so on."　　"U s dollars judgment, the value of each company, but also to reference the fundamentals of factors." "We all shouted wolf, but what was the wolf really like?" "U s dollars rhetorical question," when this expectation fully reflected in advance, it may not necessarily affect that big, that is, really expired, some industrial capital including some similar financial investors may not necessarily be reduced.　　"U s dollars that there is no need to exaggerate the impact of reduction, but to be wary of the heart, can be used as a reference to investment." Gu Xiaodong analysis, from the gem in the last three months of performance, the first batch of 28 of the pressure has also been reflected, the growth of the gem is far behind the small and medium-sized plate. "Today, the performance of Ai er is very obvious, first because the red eye is pulled high, but soon be suppressed, this is actually the question of the above concerns." "Yesterday afternoon, Gu Xiaodong Analysis said, of course, he believes that the short-term market performance, more and more closely related to the two rumors. "In the short run, there will still be oscillation, a small amount, still pressure to adjust, and signs of continued weakening in the market," he said. ”