The national team shot again!Yesterday afternoon, a state-owned capital operating company quietly launched the ETF products of several publicly offered companies. It's like telling everyone, "Hey, we're coming!".”
So what's going on here?In the afternoon, some ETFs with the theme of central enterprises, such as central enterprise innovation-driven ETF and central enterprise technology ETF, suddenly increased their trading volume, and ** also went all the way up. This has to make people think, is there another "national team" fund secretly exerting force?
Well, this is not for nothing. Yesterday, China Guoxin Holdings Co., Ltd. stood up to confirm the news. They said that its Guoxin Investment*** increased its holdings in the CSI Guoxin Central Enterprises Technology Index yesterday, and intends to continue to increase its weight in the future.
So, what is this new investment?Take a look at Tianyancha, it turns out that Guoxin Investment was established in 2015 and is a member of China Guoxin and has made great achievements in the capital market. As of the end of the third quarter, Guoxin Investment's layout in the A** field can be said to be blooming everywhere, ranking among the top ten shareholders of 40 companies, holding 100 million shares, which is really not covered.
China Guoxin, the big boss, was established on December 22, 2010 and is one of the top enterprises managed by the State-owned Assets Supervision and Administration Commission. Since 2016, they have been identified as a pilot state-owned capital operation company, and by the end of 2022, their total assets have approached 860 billion yuan, and their net profit has also reached 24 billion yuan. For four consecutive years, it has won the A-level business performance assessment of the person in charge of the enterprise, which can be said to be quite dazzling.
China Guoxin's business is like a hodgepodge, with everything: investment, financial services, asset management, business. You say, will it be another big move for them to make a move this time?
Recently, there is a hot spot in the market, that is, the assets of central enterprises are now at the "first point" in history. Did you hear that?Now, **A shares are like seizing a rare opportunity to make a fortune. Many institutions are taking action and coming up with real money** to boost market confidence. For example, Guoxin Investment's large-scale increase in the central enterprise science and technology index** is a shot in the arm for the market, and it also shows the country's confidence in these science and technology giants.
*Managers are saying that the current central enterprises are so low that they are like squatting on the floor. At this time, investment is simply a double insurance for making money in the future - the recovery of valuation and the enhancement of corporate profitability.
Li Jialiang, the first manager of the Southern Central Enterprises Science and Technology ETF, said that in the context of this new era, central enterprises are not only the pillars of the economy, but also the vanguard of science and technology. Located at the intersection of development and security, technology-based central enterprises are in line with the theme of the new era.
Internationally, the trend of "anti-globalization" has made the security of the industrial chain more important. Domestically, although it is currently a "weak recovery", technology-based central enterprises will play a key role in investment, employment, and industrial upgrading.
In the long run, technology-based central enterprises are the national team of scientific and technological innovation and the core of national strategic scientific and technological forces. Li Jialiang said that the important position of technology-based central state-owned enterprises will not change, and the investment value of central enterprise science and technology ETFs will continue to be highlighted, which will be recognized by the capital market and create an environment for high-quality development of central listed companies.
Yang Zhenjian, the ** manager of Bosera Central Enterprise Innovation ETF, also has something to say. He analyzed that under the goal of building a modern socialist country, central enterprises will undertake the task of building an emerging strategic industrial chain and innovation system. Including building the second growth curve, increasing the growth rate, and leading the breakthrough of strategic emerging industries, etc., the current cultivation and expansion of strategic emerging industries is the primary task of national reform. In recent years, driven by the reform of state-owned enterprises, the overall quality of enterprises has been greatly improved.
Yang Zhenjian said that now the first central enterprises, whether from PE or PB, are at the bottom of history. Investing at this time is like grabbing a double dividend in the future.
The national team bailed out