The Four Seasons of Stock Trading; In the past 21 years, listed companies in China have raised 4.3 trillion yuan in financing, while the cumulative dividends paid to common shareholders amounted to only 0.54 trillion yuan.
Report from the Economic Reference (by reporters Cai Ying and Wu Liwhua): Over the last decade, the Chinese economy has maintained an average growth rate of 10.48%, and overall performance of listed companies in China has been better than other enterprises. During the same period, after a brief surge, the Chinese stock market continued to be sluggish, seemingly becoming a reverse indicator of the "barometer of the national economy." What has caused such a huge disparity?
To explore the reasons behind this disparity, our newspaper organized a team of reporters who investigated from the perspective of the "stock market ecosystem," interviewing listed companies, investors, intermediaries, and industry experts. We hope that by confronting the current ecological crisis of the Chinese stock market, we can promote its return to its fundamental role and truly optimize resource allocation.
Starting today, our newspaper will publish a series of investigative reports.
Despite being across the river from the famous Shanghai Bund, even the most pleasant scenery cannot hide the pessimistic sentiment within the exchange. Similarly, at the Shenzhen Stock Exchange, which is diagonally opposite the Emperor Tower on Shen Nan Avenue, there are sighs from institutional investors. "Lately, the market has fallen sharply, significantly impacting our performance, but we still have to do what needs to be done," said one trader helplessly.
**The Stock Market's Four Seasons Song:**
- Winter trades coal, summer trades electricity.
- May Day and National Day bring tourism into focus.
- Festivals call for liquor and tobacco stocks.
- The Two Sessions, environmental protection, and new energy sectors gain attention.
- Airlines and paper industries benefit from changes in the Renminbi.
- Inflation drives real estate investments for value preservation.
- War scenarios boost gold and military stocks.
- Interest rate hikes benefit banks the most.
- Earthquakes or disasters lead to trading cement.
- Machinery engineering also offers opportunities.
- Market speculation often focuses on commodities, searching for high and low upstream and downstream factories.
- Resources remain a long-term winning strategy—rare earths, fluorite, germanium, molybdenum, and antimony.
- Occasionally, high-tech sectors like ultrafine fibers and graphene experience explosive growth.
- Reorganizations are always powerful, as are additional issuances and capital injections.
- In a bull market, blue-chip stocks are king.
- In a bear market, ST stocks provide entertainment.
- Detailed analysis of annual and quarterly reports reveals hidden gems.
- Stocks with high dividend payouts should be pre-positioned, often showing strong gains in April.
- International stock markets can provide inspiration, but don't neglect domestic policy directions.
- Profitable strategies require active thinking, and fellow investors share their secrets to wealth.
Resources are king—an eternal topic. In a populous country, resources are especially crucial. It’s estimated that it will take another six months for the global economy to recover from its bottom and enter a recovery phase, provided no other catastrophic events occur. By continuously focusing on selecting good globally high-growth companies, you will always be a winner. I'm really too busy to chat with everyone. Happy Halloween to all my friends!!!