How did the endless cycle of A share long bears come about?

Mondo Science Updated on 2024-03-01

On October 16, 2007, the Shanghai Stock Exchange hit a record of 612404 highs.

In a flash, more than 13 years have passed.

In the past 13 years-

The US Dow Jones index, which should have collapsed a long time ago, rose from 12,000 points to 39,000 points.

The Mumbai SenseX index, which has always been scoffed at by us, has risen from less than 20,000 points to 73,300 points.

Even in 2006, the UK's GDP was overtaken by us, and its FTSE 100 index rose from 6,100 points to 8,000 points.

What we can't figure out the most is that Japan, which has lost 20 years, has its Nikkei 225 index rising from 16,400 points to 39,400 points, a record high!

However, we, who have the second highest GDP in the world, have not only lost 6,000 points in the Shanghai Composite Index, but have been repeatedly pressed below 3,000 points.

why?

Because, the mercy of the regulators, the infinite ** of junk stocks, and the broken cans of shareholders have created a perfect closed loop of endless A-share bears.

Let's not talk about it, let's just talk about the two penalties of three glasses of wine at the end of last year and the beginning of this year.

In December last year

Ronglian Technology, a listed company, was confirmed to have inflated profits of more than 200 million yuan in three years.

The punishment result of the regulator is to give a warning and impose a fine of 500,000 yuan on Ronglian Technology, and a warning and a fine of 250,000 yuan on each of the three executives of Ronglian Technology, with a total fine of 1.25 million yuan.

February of this year

Chairman of Meishang Ecology, a listed company, joint private placement**, invested 80 billion before and after, and manipulated his own **.

The result of the punishment of the regulator is that the chairman of the board of directors is fined 5 million yuan and the manager is fined 3 million yuan.

It is said that in the United States, the consequences of the same behavior will not only meet with huge fines, but may even go to jail, I don't know if it's true?

But one thing is definitely true

Trump was sentenced to 3. by a New York state judge for allegedly inflating his personal net worth$500 million fine.

Even if, Trump used his alleged "exaggerated" net worth as collateral to obtain bank loans, even a lot of principal and interest were repaid to the bank a long time ago, without causing any loss to any legal person or natural person.

There is no doubt that with reference to the judgment of the New York State judge on the former ** in the United States, the punishment of the A-share regulator for the vicious violators of the market can only be described as merciful and compassionate.

The key to the past-The chips are limited and the bankroll is endless.

Therefore, before the reform of equity division, no matter how big the plate is, even if it is stuck at a high historical level, as long as it is pinched and held on, there will always be a day when it will be untied.

Today's ** aphorism——I can't buy it all, I can't buy it all, I can't buy it all. You'll never run out!

Yes, after the registration system, in 2022 alone, we will list 428** and only 50 will be delisted.

In the same year, 419 U.S. stocks were listed and 339 were delisted, and 122 Japanese stocks were listed and 108 were delisted.

With this efficiency, it only takes another 11 years for the big A**, who is only in his 40s, to overtake the 200-year-old United States ** in the number of listed companies.

As for the quality of these listed companies, just look at a data-

From 1992 to 2022, Shanghai and Shenzhen raised 152 trillion yuan, cash dividends to the original shareholders and subscribers in the secondary market of more than 10 trillion yuan.

In other words, the yield of secondary market subscribers through dividends is less than 1% per year.

In the 90s of the last century, the annual interest rate of bank deposits was higher than 10%.

Knowing that today's big A has long been reduced to a tool for the vast majority of listed companies to harvest leeks shamelessly.

Knowing that the vast majority of listed companies are listed on false packaging, their performance will change their face for up to two years after listing.

Knowing that the price-earnings ratio of the vast majority of listed companies is ridiculously high.

Knowing that the full registration system is to fish for the best time, the limited market funds will soon be exhausted.

However, the shareholders of Big A-

In order to realize the dream of getting rich overnight, it is necessary to reposition junk stocks, and even if it is delisted, there will be no regrets.

In order to win the continuous word board when it was first listed, it is necessary to subscribe for new shares, which will be countless penny stocks in the future.

In fact, if you think about it, you can't blame them.

Because here, to legally invest in the capital market, they have no choice but to be familiar with the big A.

And in Big A, 99% of the ** is rubbish.

The mercy of the regulators has created an infinite number of junk stocks.

The infinite ** of junk stocks makes shareholders only break cans.

Now that the shareholders have broken the can, the regulators are happy to continue to be merciful to junk stocks.

In 2024, will Chairman Wu be able to completely break this closed loop?

We'll see.

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