疫苗龙头出事了！超级牛散章建平40亿打水漂
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">文 刀客</span></p><strong style="color: blue;"><span style="color: black;">1.</span></strong><strong style="color: blue;"><span style="color: black;">抄大佬的作业<span style="color: black;">亦</span>很危险</span></strong><span style="color: black;"><span style="color: black;">近期</span></span><span style="color: black;"><strong style="color: blue;">大佬冯柳</strong></span><span style="color: black;">频繁上热搜，<span style="color: black;">由于</span>被人“造谣”“被约谈”，高毅资产<span style="color: black;">亦</span>是频繁公关，但，<span style="color: black;">流言</span>还是不止，<span style="color: black;">乃至</span>高毅都要</span><span style="color: black;"><strong style="color: blue;">起诉财经大V了</strong></span><span style="color: black;">。</span><span style="color: black;">冯柳靠着白酒疯狂的一波，9年370倍<span style="color: black;">作为</span>超级牛散，随后又<span style="color: black;">作为</span>掌管千亿市值基金经理大佬，<span style="color: black;">作为</span>股民的偶像，<span style="color: black;">非常多</span>人<span style="color: black;">爱好</span>抄他的作业。<span style="color: black;">近期</span>之所</span><span style="color: black;">以被</span><span style="color: black;"><strong style="color: blue;">粉丝吐槽</strong></span><span style="color: black;">，<span style="color: black;">重点</span>还是<span style="color: black;">由于</span>粉丝</span><span style="color: black;"><strong style="color: blue;">“抄作业”<span style="color: black;">显现</span>滑铁卢</strong></span><span style="color: black;">。</span><span style="color: black;">冯柳一度重仓游戏股世纪华通为<span style="color: black;">表率</span>，世纪华通股价在三个月内腰斩，</span><span style="color: black;"><strong style="color: blue;">粉丝损失惨重，<span style="color: black;">非常多</span>人深套其中</strong></span><span style="color: black;">。<span style="color: black;">一样</span>持仓的同仁堂<span style="color: black;">显现</span>这种操作，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">大众</span>觉得被冯柳“骗”了</strong></span><span style="color: black;">。</span><span style="color: black;"><span style="color: black;">针对</span>冯柳的这次世纪华通的操作，擒牛社知识星球<span style="color: black;">亦</span>多次讨论，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">此刻</span><span style="color: black;">咱们</span>只是事后<span style="color: black;">来讲</span>，<span style="color: black;">亦</span><span style="color: black;">不可</span>吹毛求疵</strong></span><span style="color: black;">。</span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">此刻</span>又一个大佬出事了</span></strong><span style="color: black;">20日，海利生物公告，</span><span style="color: black;"><strong style="color: blue;">实控人、董事长及监事被采取强制<span style="color: black;">办法</span></strong></span><span style="color: black;">。</span><span style="color: black;">（实控人、董事长张海明11月18日收到上海市公安局静安分局出具的《取保候审决定书》，因<span style="color: black;">触及</span>上海市静安区正在侦查的某<span style="color: black;">机构</span><span style="color: black;">违法</span>经营案，决定对其取保候审。<span style="color: black;">同期</span>，<span style="color: black;">机构</span>接到监事周裕生家属的<span style="color: black;">通告</span>，周裕生因涉嫌职务侵占于10月31日被上海市公安局静安分局刑事拘留。）</span><span style="color: black;">熟悉章建平的人都会<span style="color: black;">晓得</span>，</span><span style="color: black;"><strong style="color: blue;">海利生物是章建平的重仓股</strong></span><span style="color: black;">。章建平外号“章盟主”，在2010年<span style="color: black;">上下</span>身价<span style="color: black;">已然</span>超百亿，70年代生人，还是江湖大佬徐翔、赵老哥的长辈，和许晓、徐翔号<span style="color: black;">叫作</span>“</span><span style="color: black;"><strong style="color: blue;">宁波敢死队三剑客</strong></span><span style="color: black;">”，当年赵老哥<span style="color: black;">已然</span>取得很好的成绩，<span style="color: black;">最后</span>得到章建平的认可，才被市场慢慢接受。</span><span style="color: black;"><strong style="color: blue;">章建平重仓举牌海利生物还是2019年的事情</strong></span><span style="color: black;">，2019年11月<span style="color: black;">机构</span>公告，章建平及其一致行动人方文艳、方德基、方章乐合计持有<span style="color: black;">机构</span>股份</span><span style="color: black;"><strong style="color: blue;">109,433,420股</strong></span><span style="color: black;">，占<span style="color: black;">机构</span>总股本的</span><span style="color: black;"><strong style="color: blue;">16.9928%</strong></span><span style="color: black;">。</span><span style="color: black;"><span style="color: black;">不外</span>大佬的眼光确实好，2020年<span style="color: black;">全世界</span>新冠疫情爆发，</span><span style="color: black;"><strong style="color: blue;">海利生物<span style="color: black;">亦</span><span style="color: black;">作为</span>疫苗龙头股</strong></span><span style="color: black;">。</span><span style="color: black;">（2018年7月，<span style="color: black;">机构</span>与药明生物合作成立药明海德<span style="color: black;">机构</span>，<span style="color: black;">重点</span>从事人用疫苗（<span style="color: black;">包含</span>癌症疫苗）的CDMO业务。2019年，<span style="color: black;">机构</span>与药明生物的合作有重大<span style="color: black;">发展</span>，2019年5月20日，药明生物下属药明投资与<span style="color: black;">全世界</span>疫苗巨头成功签署<span style="color: black;">长时间</span>生产合作意向书，达成战略合作伙伴关系。）</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/dMuluycFUSd64N7725MYicMHxbde1TsRmtg8nFzHLWEC0o64B9hZ68Oia7HnC3d15NJgZPuJNPDia1Tjdkic6ZuSBw/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">海利生物股价从18元起步，最高涨到54.30元，股价最高<span style="color: black;">大涨</span>200%，<span style="color: black;">根据</span>章建平的持股1.09亿计算，最高市值达58亿，</span><span style="color: black;"><strong style="color: blue;">章建平暴赚45亿</strong></span><span style="color: black;">。可惜，令所有人没想到的是，</span><span style="color: black;"><strong style="color: blue;">章建平并<span style="color: black;">无</span><span style="color: black;">选取</span>卖出</strong></span><span style="color: black;"><strong style="color: blue;">。</strong></span><span style="color: black;">随着疫苗股热度冷却，海利生物股价又回到18元<span style="color: black;">上下</span>，虽然说章建平还有浮盈，但</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">已然</span>缩水了近40亿</strong></span><span style="color: black;">。大佬<span style="color: black;">亦</span>是有失误的时候，当然章建平持股<span style="color: black;">已然</span><span style="color: black;">形成</span>举牌，不可能快速卖出。</span><span style="color: black;"><span style="color: black;">非常多</span>人<span style="color: black;">亦</span>想不明白，<span style="color: black;">亦</span></span><span style="color: black;"><strong style="color: blue;">有众多粉丝抄作业深套</strong></span><span style="color: black;">。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/dMuluycFUSd64N7725MYicMHxbde1TsRmBgibgkRg7J3yEB0JwdIOf4Ev56ZQOLFxicKiaEOGW5jBZljdppzVvN3jQ/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><strong style="color: blue;"><span style="color: black;">写在最后</span></strong><span style="color: black;"><strong style="color: blue;">擒牛社知识星球</strong></span><span style="color: black;"><span style="color: black;">亦</span>会分享<span style="color: black;">有些</span>明星股持仓，<span style="color: black;">包含</span><span style="color: black;">有些</span>大佬的持仓，这是一种很简单的筛股<span style="color: black;">办法</span>，<span style="color: black;">尤其</span>是</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">此刻</span>抱团龙头股风格盛行</strong></span><span style="color: black;">，这种策略还是<span style="color: black;">特别有</span>效的。</span><span style="color: black;">但，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">亦</span><span style="color: black;">不可</span>一味的<span style="color: black;">没</span>脑抄作业</strong></span><span style="color: black;">，<span style="color: black;">况且</span>继续仔细<span style="color: black;">科研</span>，像分享的券商研报<span style="color: black;">同样</span>，<span style="color: black;">亦</span>是经过深度的筛选。任何一个风口的炒作，都会有回落的一天，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">此时</span>候大佬都<span style="color: black;">不可</span>阻挡</strong></span><span style="color: black;">，当初擒牛社发出疫苗概念分化预期，<span style="color: black;">亦</span>被笑话，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">不外</span><span style="color: black;">咱们</span>还是秉持<span style="color: black;">小心</span>的态度</strong></span><span style="color: black;">。</span><strong style="color: blue;"><span style="color: black;">2.华晨集团正式破产重整</span></strong><span style="color: black;">沈阳市中级人民法院20日裁定受理债权人对华晨汽车集团控股有限<span style="color: black;">机构</span>重整申请，标志着这家车企正式进入破产重整程序。</span><span style="color: black;">华晨中国(01114)涨超10%，A股中，申华控股和金杯汽车都<span style="color: black;">显现</span>涨停，虽然<span style="color: black;">此刻</span>说不<span style="color: black;">触及</span>上市<span style="color: black;">机构</span>，但难免会牵扯到股权还债这事，</span><span style="color: black;"><strong style="color: blue;">这<span style="color: black;">亦</span>是市场炒作的<span style="color: black;">规律</span></strong></span><span style="color: black;">。</span><span style="color: black;"><span style="color: black;">此刻</span>信用债发债受到拖累，<span style="color: black;">近期</span>10天差不多有400亿信用债推迟发行，<span style="color: black;">况且</span><span style="color: black;">有些</span><span style="color: black;">公司</span>发债利率<span style="color: black;">提升</span><span style="color: black;">显著</span>。</span><span style="color: black;">但，这<span style="color: black;">亦</span>是件好事，市场就会<span style="color: black;">这般</span>，任何市场参与方就要频繁被教育，跟散户炒股<span style="color: black;">同样</span>，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">仅有</span><span style="color: black;">这般</span>才会<span style="color: black;">经过</span>市场机制释放<span style="color: black;">各样</span></strong></span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">危害</span>。</strong></span><span style="color: black;"><strong style="color: blue;">当然这<span style="color: black;">亦</span>是非常痛苦的</strong></span><span style="color: black;">，“一个做债的<span style="color: black;">伴侣</span>跟我哭诉，说这些年<span style="color: black;">便是</span>踩着雷过来的，2011年城投债出事、2014年超日债违约、2015年桂有色破产、2016年年初东北特钢董事长上吊、年底国海证券搞TM萝卜章、2018年民企违约潮、2019年包商事件……十年就尼玛没消停过，太难熬了，要不是发了几千万奖金，否则早辞职不干了。”</span><strong style="color: blue;"><span style="color: black;">3. 市场</span></strong><span style="color: black;">（1） 风格。市场经过这段时间<span style="color: black;">调节</span>，<span style="color: black;">始终</span><span style="color: black;">起始</span>寻找新的方向，虽然顺周期有变化的趋势，<span style="color: black;">尤其</span>是海运、有机硅、有色以及石化等涨价板块，但随着指数企稳，高景气板块回归<span style="color: black;">显著</span>，最热的还是新能源汽车和三四线白酒，<span style="color: black;">另一</span>的光伏、消费等高景气板块<span style="color: black;">亦</span>在回归，毕竟这些行业有业绩支撑，经过<span style="color: black;">调节</span><span style="color: black;">亦</span>便宜<span style="color: black;">非常多</span>，</span><span style="color: black;"><strong style="color: blue;">风格重拾的预期很强。</strong></span><span style="color: black;">（2） 证监会对国联证券采取出具警示函<span style="color: black;">办法</span>。经查，证监会<span style="color: black;">发掘</span><span style="color: black;">机构</span>在筹划重大资产重组过程中存在以下问题：一是未有效<span style="color: black;">评定</span>监管政策，对重组备选<span style="color: black;">方法</span>准备不足；二是未审慎<span style="color: black;">评定</span>对证券市场的影响。</span><span style="color: black;">看来这<span style="color: black;">亦</span>是对调查的一个结论，<span style="color: black;">亦</span>没查到内幕交易，<span style="color: black;">倘若</span>后面缓缓，国联证券估计还会有合并<span style="color: black;">或</span>其他的动作。理由<span style="color: black;">亦</span>很简单，虽然国联证券是家<span style="color: black;">地区</span>国资券商，但管理团队都是来自一线豪门队伍，这些人总有一颗“志在高远的心”，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">这般</span>的团队很难甘心偏安一隅。</strong></span><span style="color: black;">（3） <span style="color: black;">近期</span>有几只白马股<span style="color: black;">显现</span>大宗交易。</span><span style="color: black;">美的集团该股当日<span style="color: black;">显现</span>23笔大宗交易，较收盘价折价约5%，成交总额37.81亿元。其中17笔买方为<span style="color: black;">公司</span>专用席位，合计成交30.89亿元。</span><span style="color: black;">洋河股份19日<span style="color: black;">显现</span>35笔大宗交易，成交价格为166元/股，较收盘价折价约6.21%，成交总额15.81亿元。</span><span style="color: black;">虽然<span style="color: black;">不可</span><span style="color: black;">表率</span>什么，但说明<span style="color: black;">持续</span>上涨后，大白马股还是有<span style="color: black;">非常多</span>筹码释放出来，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">瞧瞧</span>后面<span style="color: black;">是否</span>有大<span style="color: black;">公司</span>在调仓。美的集团是大股东卖出</strong></span><span style="color: black;">，美的控股及一致行动人何享健于9月3日和11月20日<span style="color: black;">经过</span>大宗交易累计减持<span style="color: black;">机构</span>1%股权。</span><span style="color: black;">（4）11月19日、20日，奇信股份毫<span style="color: black;">没</span>征兆地<span style="color: black;">显现</span>连续两个跌停，多位投资者反映<span style="color: black;">上当</span>买入奇信股份，疑似遇到杀猪盘。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/dMuluycFUSd64N7725MYicMHxbde1TsRmj2jzG9GrqhlsmKVpKsYicNJjPqSiamDtq8VteuyibOhiaFnpEBSYo2iaxqg/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;"><strong style="color: blue;">擒牛社知识星球</strong></span><span style="color: black;">讨论过杀猪盘的事情，<span style="color: black;">然则</span>确实有<span style="color: black;">非常多</span>人信，<span style="color: black;">针对</span>资本运作的股票、游资操作的股票以及庄家操作的股票接触<span style="color: black;">非常多</span>，其实<span style="color: black;">同样</span>就能看出来，<span style="color: black;">通常</span>都不分享，偶尔聊聊。</span><strong style="color: blue;"><span style="color: black;">4.题材复盘</span></strong><span style="color: black;">（<span style="color: black;">仔细</span>数据看《擒牛社》知识星球（扫文末二维码）&</span><span style="color: black;"><strong style="color: blue;">公众号首页</strong></span><span style="color: black;">回复“游资揭秘20201120“）</span><span style="color: black;">指数企稳后，<span style="color: black;">首要</span>复苏的是高景气和顺周期板块，看来</span><span style="color: black;"><strong style="color: blue;">这还是会<span style="color: black;">作为</span>后面的大方向</strong></span><span style="color: black;">，两市涨停26只，其中创业板2只涨停，封板率46.43%，涨幅10%以上个股中，创业板8只，短线稳定性还是<span style="color: black;">通常</span>，</span><span style="color: black;"><strong style="color: blue;">还是有强势股补跌</strong></span><span style="color: black;">；题材方面，高景气板块全面崛起，新能源汽车、顺周期以及三四线白酒，这三个板块都是</span><span style="color: black;"><strong style="color: blue;">擒牛社知识星球</strong></span><span style="color: black;">重点跟踪的，<span style="color: black;">日前</span>来看，</span><span style="color: black;"><strong style="color: blue;">回归迹象比较<span style="color: black;">显著</span></strong></span><span style="color: black;">。</span><span style="color: black;">三四线白酒炒作很疯狂，金种子酒章建平卖2167万，</span><span style="color: black;"><strong style="color: blue;">看来是大佬<span style="color: black;">亦</span>参与了</strong></span><span style="color: black;">；张裕A瑞鹤仙买3885万。基本上<span style="color: black;">便是</span>跟风炒作，</span><span style="color: black;"><strong style="color: blue;">金徽酒的对标摆在那里了</strong></span><span style="color: black;">。周期股<span style="color: black;">连续</span>有热度，宏达股份葵花宝典买2446万，宏创控股桑田路买1289万，瑞鹤仙买1041万，</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">不外</span>周期股热度还是<span style="color: black;">无</span>达到高潮</strong></span><span style="color: black;">；锂电股+光伏继续爆发，天合光能瑞鹤仙买2318万，天齐锂业国泰上海分<span style="color: black;">机构</span>买1.86亿，</span><span style="color: black;"><strong style="color: blue;">这还是大主线</strong></span><span style="color: black;">。</span><strong style="color: blue;"><span style="color: black;">5.擒牛社知识星球</span></strong><span style="color: black;">（加入请扫下方<span style="color: black;">照片</span>二维码）这是<span style="color: black;">咱们</span>做的一个深度交流投资平台，<span style="color: black;">大众</span><span style="color: black;">能够</span>深度<span style="color: black;">科研</span>一个<span style="color: black;">机构</span>的基本面，<span style="color: black;">能够</span><span style="color: black;">得到</span><span style="color: black;">海量</span>的<span style="color: black;">科研</span>资料，<span style="color: black;">包含</span><span style="color: black;">公司</span>路演、<span style="color: black;">tel</span>会议等，当然<span style="color: black;">亦</span>有部分独家资料。</span><a style="color: black;"><span style="color: black;"><span style="color: black;"><strong style="color: blue;">擒牛社知识星球</strong></span></span></a><span style="color: black;">的宗旨<span style="color: black;">便是</span>挖掘低估值+高成长的龙头<span style="color: black;">机构</span>。<span style="color: black;">每日</span>只<span style="color: black;">必须</span>2元钱，钱不多只是一张专业投资的门票。</span><img src="https://mmbiz.qpic.cn/mmbiz_jpg/dMuluycFUSddLYAQgVcpehciaEP9YtFjoIyeibsjgHzGyiceVnTPSSd4EsVI5OvYeW0rk6N9pibPyBMj6BLS6wvueQ/640?wx_fmt=jpeg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;">
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/dMuluycFUSeqfiaQBAsYbbAPQHuq5q3ZgQdb6gR8wkwM9EkHAmQQDuwrj2B7c59fj5JE1jHdVR331ibcyOJgjdlQ/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">End</span>▼<span style="color: black;">本报告中的内容和意见仅供参考，</span><span style="color: black;">不<span style="color: black;">形成</span>对任何人的投资<span style="color: black;">意见</span>，</span><span style="color: black;">投资社群</span><strong style="color: blue;"><span style="color: black;">+</span></strong><span style="color: black;">seeker2019。</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">点<strong style="color: blue;"><span style="color: black;">「</span></strong></span></strong></span><span style="color: black;"><strong style="color: blue;">在看</strong></span><strong style="color: blue;"><span style="color: black;">」</span></strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">，赚翻了！<strong style="color: blue;"><span style="color: black;">▼</span></strong></span></strong></span>
你的见解独到，让我受益匪浅，非常感谢。 i免费外链发布平台 http://www.fok120.com/ 谷歌外贸网站优化技术。 我深感你的理解与共鸣，愿对话长流。 你的见解真是独到，让我受益良多。 回顾历史，我们不难发现：无数先辈用鲜血和生命铺就了中华民族复兴的康庄大道。 顶楼主，说得太好了！ 楼主的文章非常有意义，提升了我的知识水平。 同意、说得对、没错、我也是这么想的等。
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