After The Social Security, Venture Capital Was Also Admitted To &Nbsp; The National Team Was Busy At The End Of The Year.

Although the stock market is still sluggish in the near future, just like the severe winter, social security, insurance and other national teams have increased their holdings in the past two weeks.

Relevant persons have confirmed that social security in the market in the past two weeks.

Social security insurance admission

Following the increase of over 10 billion of the fund of the National Social Security Fund Council in December 16th to the domestic social security fund group, some sources said that the insurance funds mainly covered by China life insurance last week also began to purchase index type and partial stock funds, and used nearly 10 billion yuan to scale the stock market.

In this regard, Hualong securities analyst Deng Dan said that relevant people have confirmed that nearly two weeks in the market of social security, venture capital market information is true.

In addition, as of last Friday, Warburg securities statistics on the effective position of the radical investment linked insurance account showed that last week, the venture capital's aggressive investment linked insurance account increased by 4.79% on average, which was rarely seen in the near future. This undoubtedly shows the recognition of the national team's current market valuation from another aspect.

Guo Yuan Securities analyst Lai Yitang also believes that although the "gallon" advertising symbolism is greater than the actual, but the national team's position on the market confidence has greatly boosted, the bottom is not far away.

Grasp two main lines of investment

For the past two weeks, social security and venture capital have been admitted. The reporter interviewed a number of brokerages. They generally believe that the relevant stocks who benefit from their holdings will not only have a certain margin of safety, but may have a good performance in the coming rebound. Therefore, the proposal is relatively sound.

First, underestimate the value of blue chips.

As many sectors of the market are at a historic low level, Lai Yitang believes that after sustained low volatility, investors may give priority to the valuation of blue chips in the next few days. Investors can give priority to the valuation of blue chips, because venture capital and social security mainly enter into the market through entrustment of financial management by fund companies.

According to statistics, as of the end of the three quarter, the number of social security funds held by the top ten largest shareholders in the two cities reached 297. According to the classification of industrial sectors, financial services, machinery and equipment, real estate, pportation, medical and biological products were the most frequently held sectors of social security, with a market value of more than 3 billion yuan.

In the three quarter, its new stock market earnings rate is generally not high, between 10 and 30 times, and three quarterly reports are also growing. These stocks are open-air coal industry, Guangyu group, Fuchun environmental protection, Shaanxi natural gas, Xinxing pipe and so on.

At the same time, Lai Yitang also said, "the bank shares with better dividend expectations and reasonable valuation are the most suitable.

The two is the emerging industry sector supported by policies, which is also valued by venture capital and social security.

Tan Fei, an analyst with Shenyin Wanguo, said that close proximity to venture capital sources revealed that technology, media, energy saving, environmental protection and other small and medium value emerging industries have been increased holdings.

Fixed asset investment next year