◆ Every reporter Zhang Biao
On Monday, the Shanghai and Shenzhen stock markets shrank and consolidated against the backdrop of the sharp drop in US stocks and the sharp rise in oil prices. However, the warrant market remained weaker than the general trend, falling in November and rising in June. The warrants in the two markets only traded 9.821 billion yuan, hitting a new low in the past six months. This means that funds continue to flow out of the warrant market, and the midline trend of the market is worrying.
The newly listed Gezhou CWB1 pulled out the second limit board, which was 2.272 yuan, with a turnover rate of 4.87% and a premium of 72%. Positive shares Gezhouba Dam It fell 1.86% to 7.93 yuan. If Gezhou CWB1 is up more than 2.5 yuan today, investors may as well sell at high prices and be safe. Tsingtao Beer CWB was the second largest gainer in the Juquan market, up 1.55%. Guoan GAC1 rose more than 4%, then fell in shock, and the closing gain was reduced to 1.26%.
Interestingly, Steel Vanadium GFC1 hit a new low of 6.240 yuan this year again yesterday, closing at 6.27 yuan, making the previous Minsheng Bank - Oriental Select hybrid open-end funds have been locked up to a greater extent. At present, the fund holds at least 30.68 million steel vanadium GFC1, with a book loss of more than 6 million yuan.
The fund dares to buy a large amount of steel and vanadium GFC1 in the weak market. In addition to the negative premium of steel and vanadium GFC1, the more important factor should be that Panzhihua Iron and Steel Group absorbed and merged ST Changgang and Panyu Tide Industry to go public as a whole, and set a price of 9.59 yuan Pangang Steel Vanadium The cash option of circulating shareholders, while the current share price of Pangang Steel Vanadium is only 9.18 yuan. If the fund can exercise its rights at 9.59 yuan in the future, there will be more than 20% arbitrage opportunities.
