When Sany Heavy Industry's semi-annual performance report is presented to investors, everyone may still take a breath, even though it has stated in its previous performance forecast that its performance will drop by 78.16% to 70.22%.

When the semi-annual performance report of Sany Heavy Industry is presented to investors, everyone may still take a breath, although it has stated in its previous performance forecast that its performance will drop by 78.16% to 70.22%.

Sany Heavy Industry achieved operating income of 39.673 billion yuan in the first half of the year, a year-on-year decrease of 40.90%; net profit attributable to the parent company was 2.634 billion yuan, a year-on-year decrease of 73.85%. The basic earnings per share of is 0.3124 yuan.

This real performance data falls within the upper range of the forecast, but it still cannot help but touch the hearts of investors. After the release of Sany Heavy Industry's semi-annual report, it aroused heated discussion among investors. On the Internet, some investors said: "Although I was prepared in my heart, I am still disappointed."

Some investors interpreted it from the perspective of stock trading, writing: " Gao Yi has almost sold out, and the number of shareholders has decreased by 8%, indicating that the takeover is not retail investors. New and old bosses are welcome to enter and go into battle lightly. ! "

in sanyizhong Among the top ten tradable shareholders of Gongxin, Shanghai Gaoyi Asset Management Partnership (Co., Ltd.)-Gaoyi Linshan No. 1 Yuanwang Fund dropped out of the top ten. It held 185 million shares at the end of the first quarter, and in the second quarter, it held 185 million shares. At the end of the quarter, the tenth largest circulating shareholder of Sany Heavy Industry held 28.7772 million shares, which means that Gaoyi Asset reduced its position by at least 156 million shares. Such a large-scale liquidation move is rare.

Of course some people leave the market, and naturally some people enter the market. The long and short views of a stock are always colliding. Northbound funds increased their positions in Sany Heavy Industry by 70.5253 million shares in the second quarter, the National Social Security Fund 103 portfolio increased its positions by 6 million shares, the Shanghai Stock Exchange 50 Traded Open Index Securities Investment Fund increased its positions by 4.2335 million shares, and the National Social Security Fund 113 portfolio increased its positions by 4.2335 million shares. The portfolio shows "new entry" of 32.169 million shares.

Social Security Fund has increased its position and "newly entered" Sany Heavy Industry. This large-scale entry into the market should be a comfort to the holders, right? After all, social security funds generally consider entering the market when they believe the market has long-term investment value. It has always been known as the "wind vane" of the stock market. Generally, if you don't make a move, you will hit it once you make a move. This is determined by its natural attributes!

In addition, Sany Heavy Industry's total number of shareholders may also "surprise" shareholders. The number of shareholders accumulated during the continuous decline of Sany Heavy Industry has finally begun to decrease continuously, which means that the chips are beginning to loosen. It gradually decreased from 1.1503 million households at the end of the third quarter of last year to 1.1388 million households, 1.1225 million households, and 1.0221 million households.

Although the number of shareholders still remains above one million, the reduction process also brings a ray of hope to investors.

Sany Heavy Industry is a typical cyclical stock in the machinery industry, and its stock price trend shows obvious cyclicality. Stretching the daily K-line chart of Sany Heavy Industry in the past three years, it almost made an "A".

When it is at the bottom of the cycle's downturn, it is valued based on PB; and when it is on the cusp of the cycle's upturn and making a lot of money, it is valued based on PE. The cycle has peaks and troughs, and the period of huge profits generally does not last long, and the corresponding stock price will also go down very quickly, as if "dust will return to dust, dust will return to dust".

Therefore, when the industry prosperity is high, its stock price is prone to a Davis double kill; when the industry prosperity is low, it is easy to suffer a Davis double kill. In terms of market trends, most of them are reflected as a sharp top.

However, most of these companies that are experiencing cyclical fluctuations are leaders in the industry and are excellent companies. After a listed company's performance declines to a certain extent, its stock price will stabilize, and then stop falling rapidly and become bottom-dwelling. Therefore, it is usually round at the bottom.

has a round bottom, which means it will last longer. In fact, time is not a problem for investors. Because retail investors are different from institutions, and the latter need to be assessed from time to time. As long as retail investors do not increase financial leverage, they can take whatever they want, and then "exchange time for space."

However, it is extremely difficult to hold it. Mr. Market is tempting you to trade every day.However, the market is fair, and the returns it gives to investors usually reward those who delay enjoyment and punish those who demand immediate enjoyment!

Risk warning: The opinions in this article are for communication only and do not constitute your investment advice. Investment is risky, so be cautious when entering the market!