Starting with a fully invested A-share portfolio to become a capital...

Chapter 292 The tree desires stillness, but the wind will not cease; Ge Weidong wants to make a friend.

While Zhang Yang was negotiating with Li Fuzhen, in a VIP room at the Peninsula Hotel not far away, several fund managers were raising their glasses to celebrate the birthday of Sun Wei, the deputy general manager of Huaxin Securities Shanghai Branch.

"Today is Brother Sun's birthday. I'm not very learned, so I'll just wish you a promotion every year and continuous advancement. Cheers!"

"Mr. Sun is my benefactor. If it weren't for Mr. Sun's recommendation to Southern Fund, I would probably still be a junior salesman. This glass is to Mr. Sun for his life-saving grace!"

"Brother Sun, you know me. I, Hu San, am an illiterate man who knows nothing, but all my feelings for you are in this drink. I'll drink it!"

"If it weren't for Brother Sun recommending me to Harvest Fund, I might have been stuck in a securities brokerage for the rest of my life. I, Wang Long, will never forget Brother Sun's kindness in giving me a second chance. I'll drink this cup to the last drop!"

Inside the private room, every fund manager was raising their glass and speaking, their eyes fixed on Sun Wei, who sat at the head of the table.

Sun Wei is 58 years old this year. His black hair is neatly combed, his features are thin, and his eyes reveal shrewdness.

At this moment, Lin Weiguo, the manager of China Asset Management, raised a glass of wine and congratulated him, saying, "Happy birthday, Brother Sun. I won't say anything else; all our feelings are in this drink."

"Haha, it's all in the wine, it's all in the wine," Sun Wei replied with a smile.

After Lin Weiguo finished his drink, he introduced them: "These two are fund managers from our Huaxia Fund, Wang Yawei and Sun Jiandong. Yawei and Jiandong, let's toast to General Manager Sun."

Wang Yawei and Sun Jiandong did not hesitate and quickly picked up their glasses.

"Mr. Sun, this toast is for you. I wish you joy and happiness every year."

"I wish Mr. Sun a happy spring, a peaceful summer, a tranquil autumn, and a peaceful winter. I'll drink this glass first."

After exchanging their blessings, the two downed their drinks in one gulp.

They then showed the bottom of the cup to prove that they hadn't been "raising fish".

"Hahaha, okay, okay."

Sun Wei laughed heartily, but suddenly he looked puzzled and asked Lin Weiguo, "I heard that Huaxia Fund has a fund manager named He Jing. Hey, why isn't she here?"

The reason why dinner parties exist is actually to exchange resources.

Since Bao Xingwei arrived at China Asset Management and provided guidance, He Jing's reputation in the public fund industry has soared.

Sun Wei knew that Lin Weiguo would bring two fund managers over tonight. He thought one of them would be He Jing, but it turned out to be Wang Yawei and Sun Jiandong.

“She’s been held up by something else, and besides, she might not be on the same page as us,” Lin Weiguo hinted.

Before organizing the gathering, Lin Weiguo had already heard some rumors from Sun Wei, so he adjusted the accompanying personnel.

"Oh?"

Sun Wei thought about it for a moment and nodded repeatedly, saying, "That's right, you've thought of everything."

"Brother Sun, these two are public fund managers from my Harvest Fund, named Yun Yingjie and Bi Ruifeng." A manager also introduced them, then looked at his subordinate and said, "What are you standing there for? Go and toast General Manager Sun."

"Happy birthday, Mr. Sun. I'm not good with words, so please don't take offense."

"May Mr. Sun always be open and honest, may all his wishes come true, and may all his paths be smooth."

After the fund managers took turns toasting, dozens of people sat down one after another, all looking at Sun Wei, who was in the main seat.

The fund managers all knew that tonight's dinner wasn't just a birthday celebration for Sun Wei; it was a mission from above.

Seeing everyone in the private room looking at him, Sun Wei smiled faintly and got straight to the point: "Actually, there's another thing I need to ask of you all tonight."

"Please go ahead, Mr. Sun."

“Brother Sun’s affairs are our affairs, so feel free to bring them up.”

"That's right, we're ready to go through fire and water for you!"

Everyone expressed their opinions one after another.

Seeing this, Sun Wei was very satisfied. He scanned the room and said, "Actually, it's not a big deal. I just want everyone to adjust their portfolios and buy some stocks."

"What ticket?"

Lin Weiguo inquired.

"For Newland, Yuanwanggu, Hanwei Technology, Xinning Logistics, Huaxing Venture and Yinjiang Technology, I hope everyone can build positions slowly and try not to let retail investors or speculative funds notice anything."

Sun Wei seemed to have memorized the names of these six tickets perfectly, and was just short of reciting their codes.

Upon hearing this, Wang Yawei, who was sitting a few seats away, quickly spoke up: "I have warehouse space at Hanwei Technology and Xinning Logistics. Mr. Sun, would you like some?"

He bought some of the two stocks listed on the ChiNext board because he saw that they had good liquidity, and the returns are currently quite good.

“There is investor confidence in the ChiNext market, and I have also accumulated a significant position in it.”

“I hold positions in all four of them except for New Continent and Far East Valley.”

"Me too."

"I have a large stake in Yinjiang Technology."

The fund managers all spoke up, eager to show off their abilities.

Lin Weiguo and the other managers and supervisors seemed to know something inside, so they weren't too surprised and waited for Sun Wei to give instructions.

"it is good!"

Sun Wei said "good" emphatically.

Then, he looked at the fund managers at the dinner and said, "You guys continue to accumulate shares, and try to hold as many as possible. When the time is right, I will tell you what to do."

The reason he could name six stocks at once—Newland, Yuanwanggu, Hanwei Technology, Xinning Logistics, Huaxing Venture, and Yinjiang Technology—was not because he was trying to transfer benefits, but because Du Hao, the chairman of Huaxin Securities, personally instructed him to set up a scheme to get fund managers in Shanghai to buy some of these stocks.

Is it for the purpose of driving up the price?
Not!
Sun Wei understood from Du Hao's words that these stocks were all held by Zhang Yang, and that they should be targeted and attacked to dampen his arrogance.

Since the leader had given the order, Sun Wei dared not disobey and could only use his own birthday to organize the gathering.

After learning some inside information, Lin Weiguo urgently adjusted the list of his entourage, replacing He Jing with Wang Yawei.

Although Wang Yawei's recent returns have deteriorated significantly, he is still, in essence, the face of China Asset Management.

Sun Wei, Lin Weiguo, Song Xiaofeng, and others were unsure who Zhang Yang had offended, but they were certain that Bao Xingwei might not be able to keep his job. After all, a return of 625 million times was truly terrifying, astonishing everyone in the financial industry.

Besides Sun Wei's dinner party, there was also an institutional dinner party in Shenzhen, where the content of the discussion was also aimed at Zhang Yang.

It's no exaggeration to say that ever since people learned that Zhang Yang had raked in 50 billion yuan in nine months, he has been targeted by various forces.

……

The following day, December 1, 2009.

Before going to Chaos Investment, Zhang Yang first went back to the company, reviewed yesterday's news, and then summarized and organized it.

1. Thirteen regulations came into effect simultaneously, including three national-level regulations such as the "Detailed Rules for the Safety Management of Marine Oil" and the "Regulations on the Prevention and Control of Water Pollution in Coal Mines," as well as ten local-level regulations, covering areas such as work safety, environmental protection, and urban management, thereby strengthening industry standards and supervision.

2. The Ministry of Land and Resources announced that land supply will be suspended for projects that do not comply with industrial policies and land supply policies, in order to promote the optimization of economic structure and curb low-level repetitive construction.

3. The 27 EU member states held a ceremony in Lisbon, Portugal, to celebrate the entry into force of the Lisbon Treaty, which simplifies the EU's decision-making mechanisms and establishes a permanent President of the European Council and a High Representative for Foreign Affairs and Security Policy, marking a key step in the EU integration process.

4. The State Bank of Vietnam announced a 5% devaluation of the Vietnamese dong and an increase in the benchmark interest rate to 8% in response to persistent trade deficits and inflationary pressures.

5. SAIC Motor and General Motors reached an agreement to establish a joint venture to develop the Indian market, and SAIC Motor acquired a 1% stake in Shanghai GM for US$8450 million, thereby gaining control of the joint venture.

……

8. Huaguo Bank, together with the Industrial and Commercial Bank of China, Agricultural Bank of China, China Construction Bank and the Ministry of Industry and Information Technology, signed the "Memorandum of Cooperation on Financial Services for Small and Medium-sized Enterprises", pledging to increase credit support for small and medium-sized enterprises. As of the end of October 2009, the outstanding credit to small and medium-sized enterprises had reached 910 billion yuan, an increase of 340 billion yuan during the year, showing a significant growth rate.

9. The Federal Reserve completed the divestiture of AIG, reducing its liquidity support for AIG by $250 billion by acquiring a stake in its overseas insurance subsidiary, thus facilitating the company's global asset sale plan.

10. As of the end of November 2009, the total turnover of the Shanghai and Shenzhen stock exchanges reached 48.33 trillion yuan, exceeding the level of the entire year of 2007, reflecting the market activity under ample liquidity.

After reviewing the news in its entirety, Zhang Yang had a clear understanding of the situation and immediately began writing a trading strategy post on the Joker Speculative Capital Channel.

As of the end of November 2009, the total turnover of the Shanghai and Shenzhen stock exchanges reached 48.33 trillion yuan, setting a new historical record and exceeding the level of the entire year of 2007. This reflects the market activity under ample liquidity. Coupled with the tone set by the top economic meeting, there is no need to worry about liquidity shortages in the coming year.

Meanwhile, Huaguo Bank, together with the Industrial and Commercial Bank of China, Agricultural Bank of China, China Construction Bank, and the Ministry of Industry and Information Technology, signed a "Memorandum of Cooperation on Financial Services for Small and Medium-sized Enterprises," pledging to increase credit support for small and medium-sized enterprises. This move is aimed at accelerating the recovery of the private economy. Moreover, external factors have all been smoothly overcome, and no negative news has been found. From a technical perspective, there is a need for a continued rebound.

The above information is for reference only and does not constitute any investment advice.
"pat-"

Zhang Yang clicked to post the thread.

In his view, the current global and domestic situations have become clearer, and barring any unforeseen events, the A-share market's rebound should at least be able to reverse course.

Less than 10 minutes after the post was published, the number of visitors exceeded 2, with many retail investors waiting for Zhang Yang's analysis.

In an instant.

Comments flooded in.

[Regret will accompany you for life]: Wow, Joker is still bullish, so I'm going all in at the open. If I make money, I'll have a young model tonight; if I lose, I'll eat noodles in the dark tonight. My motto is to go all in!
[Emotional Killer]: As Bei Gai Fu Haitang said, go all in and buy aggressively, add to your position when you have a profit, and good things will come sooner or later.

[Maybe just a passerby]: Good grief, the way you guys are doing this is no different from gambling in Macau! Zhang Yang is just making predictions, not drawing up stock charts for you!!!

[Sad Wind]: Isn't it supposed to be drawing candlestick charts? I feel like Zhang Yang is drawing candlestick charts. He's a top-tier speculative investor with a 625 million-fold return. If I don't believe him, who do I believe?
Since reading Zhang Yang's post yesterday and profiting from the significant price increase, many retail investors have blindly followed his advice.

Zhang Yang clearly realized this as well, and muttered to himself as he looked at the comments, "Something's not right here. It seems like someone wants to elevate me to a god-like status."

He's not a god; he's just making predictions. Even if there's a 99% chance he can predict accurately, what if that 1% chance comes true?
Retail investors are blindly following the trend because they've made money, but if they were to lose money, Zhang Yang probably wouldn't even be willing to risk his own mother's life.

Hiatus?

This is not a good approach.

Because Caiyan.com needs him, Zhang Yang is now the undisputed gold standard. A large number of retail investors use Caiyan.com because of Zhang Yang's trading strategy posts. Once he stops updating, it will be difficult to continue cultivating retail investors' usage habits.

After a brief moment of thought, Zhang Yang came up with a compromise: "In this situation, the only option is to control the score."

What is score control?

To put it bluntly, it's intentional error.

For example, in a math exam, in order to get a middle score, you might deliberately get the multiple-choice and fill-in-the-blank questions wrong.

A true academic genius, no, a prodigy, can control their score at will, because if they score 150 points, that's the score on the exam paper, not the score they're limited to.

Not only Zhang Yang noticed something was wrong, but Xu Zhirou also sensed something amiss and immediately sent Zhang Yang a message to alert him.

[Xu Zhirou]: Your high win rate has attracted a lot of gamblers. Be careful that they don't turn against you. Try small mistakes to lower their threshold, so you won't be embarrassed later.

Zhang Yang, who was on his way to the 7th floor trading office area, saw the message and immediately replied: "Let's see how the Shanghai Composite Index performs today. If possible, I'll play it safe until the 15th of this month, and then make a mistake after the auction ends."

He did all this for that "securities sales license," and now that it's within his grasp, he's decided to maintain the status quo.

Upon seeing the reply, Xu Zhirou couldn't help but murmur, "Faced with such a massive attack from major capital firms, do we really have a chance of winning?"

Her father, Xu Yan'an, is an academician of the Chinese Academy of Medical Sciences and has extensive connections. It was precisely through her father's connections that Xu Zhirou knew that the competition for the "securities sales license" would be exceptionally fierce, with many foreign investors vying for a share of the pie.

Xu Zhirou was unsure of how far Zhang Yang was going, but she was certain that his recent aggressive actions were all aimed at competing with large capital firms for a 'securities sales license'.

Upstairs. 7th floor of Building A, Changtai.

After Zhang Yang strode into the trading office area, he called out to Liao Guopei and Lin Guangchang, "Let's go, let's collect the debts."

"Alright, coming." Liao Guopei quickly stood up and then instructed, "The three of you stay here and do your work. If we're not back by noon, remember to call the police for us, understand?"

"Okay, Foot Bro."

"Got it, Foot Bro."

Feng Weiqiang and Chen Xiaoqun nodded quickly. Zeng Lingshan, who had never called the police before, asked, "Brother Jiao, do we need to dial the area code when we call the police?"

"Go Google it yourself."

Liao Guopei was just joking; he really didn't believe Xu Xiang and Ge Weidong would dare to do anything reckless.

Besides, he's from Chancheng, the capital of martial arts. If it really came down to a fight, Xu Xiang would definitely be no match for him, not even if Ge Weidong were added to the mix.

However, Liao Guopei was a little afraid of Shu Yimin, because the other party was too fat. Fat people are usually strong and can overcome all kinds of methods with their strength.

Seeing that Zeng Lingshan was somewhat serious, Lin Guangchang chuckled and said, "Don't believe in the nonsense about the Shadowless Kick. This is a society governed by law, and it's Shanghai, so nothing will happen."

Violence might occur in remote areas, but who would dare to act recklessly in a developed area like Shanghai?

Xu Xiang and Ge Weidong are not penniless; they are both people with assets, so there's no need for them to resort to violence.

"Go quickly and come back quickly, be careful."

"Yes, go and come back quickly."

"I need your help."

Zeng Lingshan, Feng Weiqiang, and Chen Xiaoqun spoke again, saying that after a month of getting along, they had completely integrated into the "Zhangjiang gang".

Zhang Yang, who was standing not far away, glanced at his time and urged, "It's time to go."

Liao Guopei: "Here we are."

"Let me have another sip of coffee."

Lin Guangchang downed his coffee in one gulp, then quickly ran towards Zhang Yang.

The three took the elevator directly to the building's underground parking lot. Then, Zhang Yang, Liao Guopei, and Lin Guangchang got into a car and headed straight for the Shanghai World Financial Center.

……

"咚咚-"

"Mr. Ge."

Wearing a custom-made suit, Song Zijun, with delicate features and slightly uneven eyes, knocked on the door frame of Ge Weidong's office and then said, "Chief Xu Xiang and the others have arrived."

Upon hearing this, Ge Weidong, who was sitting in his office chair, immediately stood up and said, "Manager Xu, please come in."

Just last night, Zhang Yang contacted Ge Weidong, Xu Xiang, and Lin Qi, a lawyer from Dacheng Law Offices, and arranged to settle the short-selling contract with Chaos Investment.

"Long time no see, Manager Ge."

Xu Xiang, who arrived first, walked into the office with a smile, followed by Sun Guodong and Shu Yimin, while Ma Xinqi and Xu Haiou stayed at Zexi Private Equity.

"You're welcome and safe."

Ge Weidong stepped out of his desk and gestured for him to sit, saying, "Sit here."

Not a moment.

Both parties took their seats.

Before they could even settle in and exchange a few words, Lin Qi, a lawyer from Dacheng Law Offices, knocked on the office door and asked, "Mr. Ge, Mr. Xu, am I late?"

Dacheng Law Firm is both a witness and an adjudicator, so their presence is required.

"Attorney Lin, please have a seat."

Ge Weidong greeted him.

Lin Qi glanced around the office and asked, "Isn't General Manager Zhang here?"

"It should be soon."

Ge Weidong replied.

"Then wait a bit. Perfect timing, I have a client to call. I'll go out and make the call first," Lin Qi said, taking out his phone.

"Go ahead."

Ge Weidong waved his hand.

After lawyer Lin Qi left, Ge Weidong looked at Xu Xiang and sighed, "Everyone says that futures trading comes with leverage and makes more money than stocks, but after seeing Zhang Yang's returns, that's still a bit one-sided."

Futures belong to the derivatives market, and financial derivatives generally come with leverage. Many people have already lost their margin before they even understand how to play futures.

It comes fast and goes fast; that's a perfect description of the futures market.

Ge Weidong had always believed that futures were a faster way to make money than stocks, mainly because of leverage. However, after looking at Zhang Yang's transaction records, he realized that stocks could be traded based on continuous trends, while futures could not.

There are 2000 stocks, and once you've finished trading one, you can immediately switch to another. In the futures market, because there are fewer varieties and the market size is large, investors need to wait for market conditions rather than actively creating them.

"Humph."

Shu Yimin was somewhat unconvinced and retorted, "Who knows if he's a front man? I, Shu Yimin, have the utmost contempt for front men in my life."

Although they are called speculative investors, they actually have no ability to create independent market trends. They are more like domesticated dogs, seemingly able to control the market of a single stock, but in reality, they are nothing without their master.

Sun Guodong also sneered and said, "625 million in profit in 9 months, without insider manipulation, he would have collapsed long ago."

He was referring to the stock Kainuo Technology. If there hadn't been any off-market manipulation, the Ningbo limit-up daredevil team would have crushed Zhang Yang long ago. Furthermore, Sun Guodong strongly suspects that Zhang Yang had received inside information about Shancheng Beer and Huaguo Unicom, or even that there was insider trading involved!

"Could it really be the inside story?"

Ge Weidong looked at Xu Xiang.

Unlike Shu Yimin and Sun Guodong, Xu Xiang accepted his loss and said frankly, "Regardless of whether he had inside information or not, a loss is a loss."

"Clap clap-"

Sudden.

A round of applause rang out at the door.

Zhang Yang clapped his hands and walked into the office with a smile on his face.

"Chief Xu Xiang is indeed a man of vision. Let me introduce myself. I am Mr. J, and this is Fuchun Road. You can also call me Zhang Yang. Next to me are Wuyingjiao and Yangjia."

As Zhang Yang, Liao Guopei, and Lin Guangchang walked into the office, a strong sense of tension instantly filled the room.

Shu Yimin was about to say something when Xu Xiang patted his thigh, signaling him to be quiet.

Ge Weidong looked Zhang Yang up and down, then stood up to greet him, saying, "As expected of a young hero, Mr. Zhang, it's an honor to meet you."

“Ge Weidong, the Eastern Heretic, Boss Ge, I’ve heard so much about you.” Zhang Yang replied with a smile.

"Take a seat."

Ge Weidong called out.

"Thank you."

After thanking them, Zhang Yang led Liao Guopei and Lin Guangchang to their seats.

After a while.

Attorney Lynch also returned to his office.

Once everyone had arrived, Attorney Lin Qi, holding the contract, read out the conclusion: "Party A, B, and C agree that the Huaguo Unicom shares lent/borrowed will be settled on November 30, 2009, at the closing price of Huaguo Unicom shares on both the Shanghai and Shenzhen stock exchanges that day."

"On October 30th, the three parties agreed on a price of 7.25 yuan for A-shares and 11.68 Hong Kong dollars for H-shares. On November 30th, the closing price of Huaguo Unicom A-shares was 6.19 yuan and H-shares was 10.27 yuan. Do Parties A, B, and C have any objections?"

"No."

"No."

"no disagreement."

Zhang Yang, Xu Xiang, and Ge Weidong all responded.

"Alright then." Upon hearing this, Lin Qi continued, "After a simple calculation, we can conclude that Party C's profit per A share is 1.06 yuan, and its profit per Hong Kong share is 1.41 Hong Kong dollars. Party A and Party B need to pay Party C 5300 million Chinese yuan and 7050 million Hong Kong dollars respectively. Does anyone have any objections?"

Zhang Yang: "No."

Ge Weidong: "No."

Xu Xiang: No.

“Alright.” Lin Qi glanced at the fee terms again and said, “The loan fee agreed upon by Parties A, B, and C is 8% per annum, with a price anchored at 7.25 yuan. For 5000 million shares, the total value is 3.625 million yuan, and the daily interest is 80438.36 yuan. In 30 days, it will be 2413150.8 yuan.”

"At HK$11.68, if 5000 million shares are lent out, the total value is HK$5.84 million, the daily interest is HK$130055.56, and the interest for 30 days is HK$3901666.8."

At this point, Lin Qi looked at Zhang Yang and asked, "Mr. Zhang, you need to pay Mr. Ge and Mr. Xu RMB 241.31508 and HKD 390.16668 respectively in interest. Do you have any objections?"

"No."

Zhang Yang shook his head.

After receiving the reply, Lin Qi asked Ge Weidong and Xu Xiang, who still had no objections.

After confirming that all three parties (A, B, and C) had no objections, Lin Qi stood up and said:
"Alright, the specific settlement amount has been made clear to the three of you. The Hong Kong dollar exchange rate is calculated based on the 12 noon rate. Next, our Dacheng Law Offices will distribute the funds from the escrow account."

After confirming the amount, Attorney Lin Qi had Zhang Yang, Xu Xiang, and Ge Weidong sign to confirm it. Then he went to the bank alone to allocate the money in the escrow account.

Zhang Yang glanced at the time, and after a few moments of inattention, it was already past 9:30.

He didn't intend to linger and immediately prepared to leave, saying, "President Ge, Manager Xu, I'll take my leave now. See you later."

"Don't rush, Mr. Zhang, sit down for a while, chat, and make friends."

Ge Weidong tried to persuade him to stay.

Although Zhang Yang caused him heavy losses, conservatively estimated at 10 billion yuan, he could no longer hate him after hearing Zhang Yang's story.

Because he also came from a rural background, he knew the hardships involved.

Ge Weidong found many points of resonance with Zhang Yang, and coupled with the other party's terrifying trading talent, he really wanted to make friends with Zhang Yang.

(End of this chapter)