the Guangzhou-Shenzhen Railway

Shanghai stock index after October 24 at 2,307 lows, rebounded after 200多 points, as of yesterday close callback at 2,380.　　Market again, rebounded like a Flash in the Pan, which having some hope for the reverse market investors were disappointed. In addition to the market by some adverse factors around, the "money" has been coiled at market head,Investors ' "mind". IPO wave after wave, two new listings just recently purchase completed, dongwu securities also started offering, to be issued no more than 500 million a-shares. 　　Main capital stocks (eleven-twenty fifths) unit fled to cut meat must regret having sudden boom is not likely in a move investors Gospel: hold stocks saved! The daily economicNews reporter statistics show that since IPO since the end of June 2009 cycle, 29 months to drain 933.8 billion yuan in the market, where there are more than 30% is super proceeds, a total of 688 company Super Fund raising.　　Fund companies were of the view that stock market continues to be new finance impact of negative factors. Outlook continued turbulence in early November, when the Shanghai Stock ExchangeWashed up on the 2,500 points, the market was keen to discuss the topic is whether the market has reversed the trend.　　But with the index will soon fall, supports reverse sound has noise. Judging from the daily economic news reporter about recent fund managers tend to feel underpowered afternoon up or renewal of shock adjustment pattern. On the investment opportunities, fund managers on consumption, high-end manufacturingPreferences vary, and continue to look after the bond market. Shen Wanling Fund believes that current internal unfavourable factors included in the transition of China's economy is struggling, growth slows is an indisputable fact, large size, judging from both the economic cycle, although early policy fine-tuning, but the European debt crisis and overseas economic recovery difficult to suppress external factors still exist,This market moves relatively cautious over the next 6 months. Dacheng Fund believe that the turmoil in global financial markets is an important factor leading to a share of the recent poor performance, from a domestic point of view, monetary policy had loosened, possibility of exceeding expectations downturn in the domestic economy, but, the stock market continues to be new stock financing impact as well as weakening the negative factors affecting the real estate market.A fund company managers in Shenzhen is particularly pessimistic views on the market, he believed that starting from now, market within three years, there is the trend of prices. However, on the specific investment opportunities, he still think that some industries are worth investing in "policy continues in the good direction change while exceeding expectations downturn in the domestic economy in the possibility of reducing, in the process of economic restructuring,Domestic demand-related sectors and industries is to be promising.　　"He told the daily economic news reporters. In addition, ping an enhanced dahua szse 300 index fund be appointed managers Jiao Wei talking about 2012 year layouts, preparation represents more bullish on agriculture, high-end industry sectors. In his view, the next year, investment ideas from investment end turn supply end, findingChina's economy which industries supply bottlenecks, such as agriculture poses a considerable supply bottlenecks, before pork prices spiral out of control and supply bottlenecks related to concerns relating to listed companies.　　In addition, concerns and needs of high-end preparation industry. Catch 5 cattle stocks a-shares of the Fund since this rally, from the October 24 year low of 2,307 pointsCount, as of Thursday, the Shanghai composite index rose 3.9%.　　The daily economic news reporter spirit according to the big data and statistics, shanahi and 2,277 stocks of the two cities (excluding October 24 listing of new shares) rose an average of 8%, which has emerged in some cattle stocks rebounded more than 40%, individual or even as high as 80%. Statistics show that Shanghai and Shenzhen citiesGains Qian 20 of stock, main concentrated in junior and venture plate a unit Shang, ranked gains list Qian three of Lehman photoelectric, and Chinese media, and Tsuen silver high branch shares rose are over 50%, which Lehman photoelectric gains up to 86.46%, subsequently of days boat culture, and wave software, and power source, and Po Lee asphalt, gains are over 40%, row in 20th name of Olympics fly anime gains alsoUp to 37.98%. According to the open-ended Fund (except for the Monetary Fund) calculated holdings positions held by the end of the third quarter, these holdings in this rally for an average of 5.96%.　　In the top 20 per cent of shares in the Fund top holdings at the end of the 5 only, namely, the Chinese media, net culture, Nigel Burley, Dragon day boat green and Oliver fly animation. ChineseMedia round jump of 60.8% per cent, 5 funds to bin at the end of the third quarter, in which four top holdings owned by merchants in Chinese media, totals held 13.1963 million shares, lion and small-cap in the third quarter had a small amount of reduction of the Chinese media 337,400 shares, end of holding 5.8983 million shares. During the rally, long up to 38.97% per cent NET environmentChina Post core strengths, such as lion and small-cap 3 Fund top holdings holds, in addition, the Qing Bao, the same parties in the Fund's top holdings shares, xingyuan filter, an alcoholic liquor and so on, up more than 30% in this rally. Rebounding average during 3.77% the overall look star wars the old republic power leveling, the Fund in this rally overall results in a rare growth, open-end funds (IMF, QDII, ETF joins except) almost all float red, funds rose an average of 3.77%, outperformed the broader market, there are 260 funds net worth rose more than 5%, such as Bauhinia resources, optimization of Chinese business dynamics, the Galaxy Fund, such as net worth rose more than 10%, its top ten holdings average more than 13%. During the largest decrease in the funds under the netFell to around 3%.　　These Fund top holdings equity rally performance, eye-catching, Fund to increase its stake in the third quarter is still on the large stocks of main varieties.　　According to the Fund in the third quarter, a large number of holdings and purchases of new varieties, such as China Unicom, the Guangzhou-Shenzhen Railway, such as Sichuan Changhong and Daqin railway were large stocks the old republic power leveling, but these are not the backbone of this rally. SynchronizationBroadcast Fund positions this week, falling market increases daily economic newspaper reporters Wei Yuqing from Beijing de Sheng funds research centre November 24 positions measured according to the unit average position this week compared to last week's more visible rebound. Comparable weighted average active equity fund positions to 82.04%, over the previous week to pick up 0.84%; share mixedFund weighted average positions of 76.13%, over the previous week to pick up 0.63%; configuration mixed-type Fund weighted average positions 69.02%, over the previous weeks 0.59%. From a specific fund, Fund operations this week has narrowed the differentiation, increase number of funds increased slightly, but sharp reduction in the amount of the reduction of active Fund, resulting in an averagePositions has improved. Jiancang fund the minority. Concern has been consistent top holdings, relatively cycle configuration style mail systems only funds active in jiancang more obvious; remaining jiancang Fund corporate identity is not obvious, huatai, changsheng, Hua-its individual Fund initiative to reduce more. In a large fund companies, harvest strategy as a whole the most cautious, its averagePosition clear on the low side. De Santa fund analysts believe that in the present weak pattern, average position but there is increased, indicates that the Fund is not in line with the market tends to full pessimistic; on the contrary, to build judgment is still at the end of the mainstream market turbulence. But on the strategy of the Fund continues to maintain the huge differentiation, a considerable number of Fund top holdings gradually at the bottom of the policy, while another part of FundContinue to maintain a cautious wait-and-see attitude on the afternoon. In the rally since late October, only a small number of relatively successful band operation of the Fund, increased warehouse later or keen band generally does not derive excess income of the Fund, which highlights in a controlling position in structural phenomenon that is difficult to grasp.