Ye Rongtian: The Two Sessions Will Bring A Sharp Rise In The Market.

Red March, the two sessions will allow the market to rise sharply.

I haven't seen you for a long time. Ye Rongtian missed you very much. This Spring Festival is my longest holiday in nearly 10 years, because I need some adjustment to devote myself to new battles and end the past few years to complete a reboot. 2015 is the most exciting year in the history of China's stock market, not only because the market will achieve a great leap forward in the storm of comprehensive reform, but more importantly, the trend of this year will directly determine the trend of the next 10 years. You can do well in this year's market, so you can do well in the next 10 years. For you, you don't need to know why it is rising. You only need to know what it is for. Now I can tell you that the reason for the rise is reform, where reform starts, and where to start. Where there is no reform, where does the decline begin? Remember this sentence in the next 10 years.

This year's two sessions are simply a trial. In the past two years, all the problems identified in the reform have been comprehensively tried out. Under this expectation, this year's two sessions will become the biggest policy, the two biggest surprises and the largest two sessions in history. For everyone who doesn't like politics, it doesn't matter what they say. The key is four words: Reform of state-owned enterprises.

When Xi Jinping completed the control of the army and the adjustment of the government, it has now reached the third stage: the reform of the enterprise. This involves the transformation of the entire Chinese economy. After two years of adjustment and redistribution of power, the decision-making level has enough confidence to use its power to cut the cake. And the reform of enterprises can only achieve the most fundamental purpose from the start of state-owned enterprises. Through two years of continuous research and rectification, 2015 will be a year of substantial progress in the reform of state-owned enterprises. All the stocks that shout before the concept of state enterprise reform are indifferent will float like the money in the sky. And the first to scatter the banknotes will be the blue chips beginning with the country's brand names, because the reform will start from the existing large listed companies. Only when they start real reform can the whole market see hope. Sinopec and PetroChina, the two giants, will be the first big blue chip to be truly transformed. They will also ignite the passion of China's stock market in the storm of reform. The effect of their reform will directly determine the trend of the whole market. The two sessions will pay attention to energy and environmental protection, and they will use them to sacrifice knives.

The concept of SOE reform will be the biggest market trigger point for China's stock market outside the securities market this year, while the main board market led by blue chips will still be the biggest region this year, rather than the gem and medium and small board that have broken through 2000 now. To analyze the annual trend of a market, the most important thing is to see what the government needs most and what the purpose is to achieve. Now the rising demand of the government is not the soaring price of the gem. It is the continuous rising of the overall market to complete asset securitization and China's economic transformation. The growth of gem and small and medium board is only the appetizer under the temporary adjustment of the market in the past two months, not the authentic dinner. With the opening of the registration system after the two sessions, the expansion of the new three boards, and the listing of more and more new shares, with the rise of the blue chip market of SOE reform, once the motherboard market is opened again in the near future, then the gem will be the first. Small stock It will gradually drop back to around 1500. The 2000 point is a deadline for the growth enterprise market, which I said last April. Now it's 2000 o'clock. It's just the beginning of the two sessions. Gem The market will gradually end. The overall adjustment of the more than 70 points in the market like this is basically the pressure to cater for the launch of the gem. All the main funds will gradually ship the gem in the time window of the two sessions, so that the funds will return to the large cap stocks, which will cater for the coming reform dividends at the appropriate time of the two sessions and release the sharp rise in share prices.

There is no need to doubt the performance of the market for blue chips this year, because China The government has never cared about the performance of the market as much as it does today, because this directly determines whether the economic transformation can be successful, so the market will be doubled. Under such an opportunity, this year will be the most wonderful year since the establishment of China's stock market. In this year, we will see three important events. First, under the promotion of super performance, the first stock price will break out. Second, the blowout of state-owned enterprises has become the most popular concept this year. Third, the market breaks through 4000 points. From the perspective of this year's overall trend, the first quarter is the finishing period, the index is relatively dull, and the chance of subject matter is bigger. The two quarter is a blowout period, and blue chips will be totally weak, and the market will break through 4000 points during this period. The three quarter is the fall period, after the sharp rise in the previous period, excessive overdraft profits and expectations, there will be a callback. Fourth quarter is once again to the previous period, after the three quarter of the full adjustment, will again exert force to welcome the new year.

Seize almost your friends, and the new battle begins. Do not doubt everything you feel. Your heart is direction.