《腾冲湿地公园，秋色正浓，冬天会远吗？》摄影：平姐姐
1今日市场小幅收跌，不过奇怪的是，高送转板块开始大幅降温。就连次新股中国人保也开始了对追高者的无情闷杀。毕竟中国人保上市后，在首日涨幅之后，竟然连拉了五个涨停板。考虑到该股与工业富联流通盘相差无几，目前两者的估值水平也相差不大，但是中国人保的总股本要比工业富联大上一倍，在短线冲高过猛的情况下，工业富联用5个月跌破发行价，不知道中国人保是否能够比工业富联坚持更久？
今日高送转板块熄火着实有点令人意外，虽然我一直不赞成高送转，也不明白为啥中国投资者一遇到有公司愿意把一张100元换成两张50元的，就赶紧冲过去抢兑换名额，以为占到了多大便宜。
不过，我更加反对的是交易所出面干涉高送转！因为从公司法的角度来看，虽然乱炒高送转非常莫名其妙，但是进不进行高送转确实是股东权力，交易所方面无权拿那些股东送转前自然会考虑的问题来一再追问。因为在中国，大家都心知肚明，监管机构如果对一个事情非要你这样那样的说清楚，肯定是有倾向性的，肯定是在委婉地提醒你最好别这样干了。
而且事实上，虽然交易所一问再问，但是市场炒作高送转的热情始终不减，所以今日集体熄火是有点奇怪的。
2今日10送4的诚意药业下跌了4.9%，然后两只预案10送9以上的正业科技与正元智慧均打到了跌停板。而一些专业人士根据公司成长性，公积金较高、盘子较小等指标精心选择出来的可能高送转的14只个股中，今日只有移为通信与赛腾股份是小幅上涨的，其余12只个股均为下跌，奥士康与赛托生物也基本跌停了。
再一看，更加不可理解了，准备10转9.5股的正业科技，其股东提前终止减持计划了。董监高也承诺在未来6个月内不减持正业科技股票了。又有高送转，又没重要股东与公司高管趁机减持了，这是双重利好啊，为啥公司股价反而跌停了？
难道？股东与高管不减持，股票做多的动力就消失了？当然，你可以说这纯属巧合，但是，今日市场都是小跌，为啥有着双重利好因素的正业科技反而要跌停了呢？
我们可以不急着下结论，我们可以再看一下更多的高送转股，是不是在重要股东与董高监宣布6个月暂时不减持了之后，股价也开始跟着下跌了。
之所以疑心炒作高送转与重要股东以及董高监减持有关，当然也有监管者的因素，毕竟是交易所首先对高送转的公司发出问询函，要求他们说明相关的减持情况。这表明，从监管层面上来说，或许监管者已经发现了高送转与某些人减持之间的相关性。
说起减持，今日达华智能的大股东彻底减持了，国有资金接盘，创始人高位套现累计38亿元走人了。而恒康医疗，其原实控人，甘肃首富也以让接手方偿债的方式将手中股票全部清仓了。红日药业也因为大股东出售股权而变换了实际控制人。
如果A股不解决上市不是为了发展，而是为了高价套现的问题，不管什么独角兽上市，最终的基因都将转变为生产股票的公司！中国发展经济就变成了一句空话！
3今日A股市场上还有一件可以载入史册的事情，那就是即将退市的中弘股份，在连续7个跌停后，股价跌到了0.36元，创造了A股历史上单股最低价格！此前的纪录是雄霸A股22年的琼海虹保持的，每股0.4元！
基金方面，今日表现比较突出的是投资港股的基金，其中互联网QD、港股高息以及港中小企、香港本地与恒生H股，都有1%以上的涨幅；此外，标普500与标普生物都有3%以上的上涨，这或许是一个海外市场率先转强的信号？毕竟人民币兑美元又逼近6.95元了。
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双语阅读~
Today's market closed slightly lower, but the strange thing is that the high-speed transfer sector began to cool down significantly. Even the new shares of China’s PICC have begun to ruthlessly smother the chasers.
After all, after the listing of China Life Insurance, after the first day's gains, it even pulled five daily limit boards. Considering that the stock is almost the same as the industrial Fulian circulation, the current valuation of the two companies is not much different, but the total share capital of PICC is twice as large as that of the Industrial Fulian, in the case of short-term highs. Industrial Fulian fell below the issue price in five months. Do you know if China PICC can last longer than Industrial Fulian?
It’s a bit of a surprise to turn off the high-selling plate today. Although I have been disapproving of the high-speed transfer, I don’t understand that as Chinese investors are willing to change a 100 yuan into two 50 yuan, they will hurry. Rushing over to rob the exchange of places, thinking how much cheaper.
However, I am even more opposed to the exchanges to intervene and send high! Because from the point of view of the company law, although it is very inexplicable to stir up the high transfer, it is indeed the shareholder power to enter the high transfer. The exchange has no right to ask the questions that the shareholders will naturally consider before sending them. Because in China, everyone knows well, if the regulator wants to make a clear statement about something that you want to do, it must be biased. It must be euphemistically reminding you not to do this.
And in fact, although the exchange asked again, the enthusiasm for market speculation has never diminished, so it is a bit strange to collectively turn off the fire today.
Today's 10 to 4 sincerity pharmaceutical industry fell 4.9%, and then two plans 10 to 9 or more of Zhengye Technology and Zhengyuan wisdom hit the daily limit. Some professionals, according to the company's growth, high reserves, small plates and other indicators carefully selected out of the 14 stocks that may be sent high, today only moved to communication and Saiteng shares are slightly increased, the remaining 12 stocks Both fell, and Astercon and Seto were basically down.
Looking at it again, it is even more incomprehensible. Preparing 10 to 9.5 shares of Zhengye Technology, its shareholders terminated the reduction plan ahead of schedule. Dong Jiangao also promised not to reduce its holdings of Zhengye Technology in the next six months. There is also a high transfer, and no major shareholders and company executives took the opportunity to reduce their holdings. This is a double positive, but for the company's share price instead of falling?
Is it? Shareholders and executives do not reduce their holdings, and the momentum for stocks to go long disappears. Of course, you can say that this is purely coincidental. However, today's market is a small drop. Why is the technology of the industry that has double positive factors going to fall?
We can not hurry to draw conclusions. We can look at more high-selling stocks. Is it that after the important shareholders and Dong Gaojian announced that they will not reduce their holdings for six months, the stock price has begun to fall.
The reason why the suspicion of high-selling is related to the important shareholders and Donggao’s temporary reduction is not related to the reduction. Of course, there are also regulators. After all, the exchange first sent a letter of inquiry to the company that sent the high, asking them to explain the relevant reduction. This suggests that, from a regulatory perspective, perhaps regulators have found a correlation between high delivery and some people's reductions.
Speaking of reduction, today's Dahua Intelligent's major shareholder has completely reduced its holdings, state-owned funds have taken over, and the founders have cashed in a total of 3.8 billion yuan. Hengkang Medical, the original real controller, the richest man in Gansu also cleared the stocks in the hands of the takeover party. Hongri Pharmaceutical also changed the actual controller because of the sale of equity by major shareholders.
If A shares do not solve the problem of listing not for development, but for high-priced cash, no matter what unicorns are listed, the final genes will be transformed into companies that produce stocks! China's development of the economy has become an empty talk!
There is still one thing that can go down in history in the A-share market today. That is, Zhonghong shares, which are about to be delisted, have fallen to 0.36 yuan after 7 consecutive downs, creating the lowest single-share price in the history of A-shares! The previous record was maintained by Qiong Haihong, a 22-year-old A-share company, at 0.4 yuan per share!
In terms of funds, today's outstanding funds investing in Hong Kong stocks, including Internet QD, Hong Kong stocks high interest rates, Hong Kong SMEs, Hong Kong local and Hang Seng H shares, have more than 1% increase; in addition, the S&P 500 and S&P More than 3% of the increase, this may be a signal that the overseas market is the first to strengthen? After all, the yuan is approaching 6.95 yuan against the dollar.
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