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📌 Major positive news for the A-shares! China Guoxin and China Chengtong—two major central SOEs—boost holdings by 60 billion
🍖 Qiao Ba says:
I just saw this news, and my first reaction was, “The national team is stepping in to support again.” But honestly, I’ve seen many similar stories in recent years. In the short term, they can prop up market sentiment, but whether they can truly reverse the trend still depends on whether there is real, cash-on-the-ground buying afterward.
Specifically, this round of increased holdings clearly targets central SOEs and blue chips—such as relevant assets under China Guoxin and China Chengtong. For example, dividend-rich central SOE stocks like China Shenhua (601088) could benefit directly, because funding is backed. But don’t rush in. Based on historical experience, when the national team enters, it often leads to a one-day “tour” type of行情. If subsequent economic data doesn’t keep up, the stock price is still likely to fall back.
Compare with China Petroleum (601857) in the same sector. It’s similar—both are large-cap central SOEs. They have good liquidity but limited upside, so they’re not suitable for short-term rebound trading. The risk is that these central SOE stocks usually have small day-to-day volatility; once the market absorbs the increased-holdings news, they may actually lag behind mid- and small-cap stocks.
#601088 #601857 #A股
🍖 Qiao Ba says:
I just saw this news, and my first reaction was, “The national team is stepping in to support again.” But honestly, I’ve seen many similar stories in recent years. In the short term, they can prop up market sentiment, but whether they can truly reverse the trend still depends on whether there is real, cash-on-the-ground buying afterward.
Specifically, this round of increased holdings clearly targets central SOEs and blue chips—such as relevant assets under China Guoxin and China Chengtong. For example, dividend-rich central SOE stocks like China Shenhua (601088) could benefit directly, because funding is backed. But don’t rush in. Based on historical experience, when the national team enters, it often leads to a one-day “tour” type of行情. If subsequent economic data doesn’t keep up, the stock price is still likely to fall back.
Compare with China Petroleum (601857) in the same sector. It’s similar—both are large-cap central SOEs. They have good liquidity but limited upside, so they’re not suitable for short-term rebound trading. The risk is that these central SOE stocks usually have small day-to-day volatility; once the market absorbs the increased-holdings news, they may actually lag behind mid- and small-cap stocks.
#601088 #601857 #A股
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