1. There are still 23% of the 55 billion snowballs below 4700 points of the CSI 500 snowball products, and the points are relatively scattered, and the CSI 1000 snowball products have been knocked in two-thirds, and there are still 23% of the remaining below 4800 points, about 36 billion snowballs have not been knocked in. A simple sentence "there is not much left to knock in, and the impact on the market has basically subsided", on the one hand, it can comfort the market that another mine has been discharged, on the other hand, how many people have lost their money, and we are sad that how much wealth has been evaporated in just one month, which is the cruelty of the capital market.
Second, the brokerage sector has received good news, and Oriental, Haitong, Guojin and SDIC have announced the latest progress of share repurchases. According to the announcement, the repurchase amount of these four brokerages is 31.1 billion yuan, 08.7 billion yuan, 20.2 billion and 09 billion yuan, a total of about 6900 million yuan.
From the analysis of the repurchase, the stock prices of the other 4 brokerages are lower than the average price of the repurchase, except for the SDIC, which can be seen that these brokerages have increased their confidence.
Share buybacks do not necessarily mean that the stock price has reached the end, nor does it necessarily effectively push up the stock price. However, 4 brokerages announced the repurchase situation at the same time, indicating that it is a signal to the brokerage sector and to enhance the atmosphere.
3. The China Securities Regulatory Commission has made an official announcement through the press conference on the future direction of work: to maintain the balanced development of IPO and refinancing and investment; Implement the supervision of the whole chain of issuance and refinancing; Strictly implement the new regulations; The joint public procuratorate and law "three-dimensional" penetrated the "fangs and thorns" type of supervision, and vowed to let those who violate laws and regulations "go bankrupt and sit in prison" and so on. These are all geared around the "investor-oriented" center. Finally, it is the concrete implementation and execution. Investors need to be shown the determination and commitment of the management. The most important thing is to be able to level a bowl of water, which is indeed a bit difficult at present. We should pay close attention to the introduction of detailed rules and the publication of social assistance and supervision, and quickly grasp a few typical examples to boost investor confidence.
4. The latest data since January 31, 2024 shows that 681 companies are waiting in line for IPOs on the A** market, and the total amount of funds planned to be raised has reached a staggering 766.8 billion yuan. This figure undoubtedly shows that fundraising activity in the market is still buoyant, and companies are looking to go public to obtain more capital to support their future expansion and growth.
However, during the same period, **experienced the ** of January**, and four or five thousand ** appeared**. This phenomenon has triggered the market to think deeply about the relationship between financing and investment. Why is there a massive boom in so many companies seeking financing?