Before talking about the topic, let’s talk about it off topic. Last night, Gree Electric finally announced an interim dividend of one yuan per share. If you pay attention to Gree Electric, you should know this matter, and there is nothing to say. Because, for Gree Electric Applia

Before talking about the topic, let’s talk about it off topic. Last night, Gree Electric Appliances finally announced an interim dividend of one yuan per share. If you pay attention to Gree Electric, you should know this matter, and there is nothing to say. Because, for Gree Electric, dividends are the norm, and no dividends are the news, so that people will think about making a fuss. However, today's Internet ecosystem is that Gree Electric Appliances can also create different topics when it pays dividends. Let’s see how the media gives Gree Electric Appliances dividends title:

listed companies pay dividends. Isn’t it natural for the company’s shareholders to enjoy the dividends according to the ratio of holdings and ? Why do these people have to settle accounts for Dong Mingzhu and when Gree Electric Appliances pay dividends? How much can she share? If Midea Group also has a mid-term dividend, and it also has a dividend of one yuan per share, and the chairman of Midea Group, Fang Hongbo , holds more shares and can be distributed to more than 100 million yuan. How would these people comment on Midea Group's dividend? It's really inexplicable! This makes investors seem to think that Gree Electric's dividend is to pay Dong Mingzhu's personal dividend. So, we see that today's stock price of Gree Electric Appliances is not like other companies. If the dividends of stock will be stimulated to rise sharply, but will only rise slightly by 0.27%, and it will not continue to fall.

returns to the topic. Last night I saw the Hong Kong Stock Exchange disclose the trading information of active stocks of the Mainland Stock Connect. Midea Group is the first in Shenzhen Stock Connect net buying . After a net buying of 1.04 billion yuan, I posted a public account article "

When I posted the article last night, I didn't know whether Shenzhen Stock Connect bought or sold Gree Electric on that day. I just based on the day of December 11, 2020, and the foreign capital increased its holdings of Gree Electric Appliances by a large amount of foreign capital, resulting in a series of things that happened after the company's total shares were announced to be banned from buying. It is speculated that yesterday, Shenzhen Stock Connect will also reduce its holdings of Gree Electric Appliances while increasing its holdings in Midea Group in a large amount of time.

This morning, I checked the changes in the holdings of Gree Electric Appliances holdings . Sure enough, yesterday it also reduced its holdings by 2 million shares as it did two years ago.

This is amazing. Two years ago, December 11 was Friday, and December 11 this year was Sunday. There is no way to trade, so I can only move it to yesterday, December 12 (Monday). On the same day two years later, foreign capital increased its holdings of Gree Electric Appliances by 14 million shares and reduced its holdings of Midea Group by 2 million shares. This time, the exchange increased its holdings of Midea Group by more than 19 million shares and reduced its holdings of Gree Electric Appliances by 2 million shares. If it weren't for human beings, it was arranged by God.

However, history may repeat itself, but it will not be simply copied exactly the same. Yesterday, when overseas Shenzhen Stock Connect funds increased their holdings in Midea Group a large number of shares, domestic QFII&RQFII did not cooperate as they did last week and also increased their holdings simultaneously. Therefore, as of yesterday's closing, the number of foreign investors holding Midea Group still did not exceed 28% of the company's total shares, but only accounted for 27.74%. Because it is still 0.26%, Shenzhen Stock Connect can still continue to buy Midea Group today.

If today, the funds hyped Midea Group's stocks from overseas Shenzhen Stock Connect will continue to maintain the continuous increase in Midea Group's holdings as last week, and domestic and foreign capital QFII&RQFII will not make trouble and reduce its holdings. Then today the number of foreign investors holding Midea Group will definitely exceed 28% of Midea Group's total shares, and tomorrow the Shenzhen Stock Connect will be banned from continuing to buy.

Just saw the Hong Kong Stock Exchange trading information disclosed by the Hong Kong Stock Exchange tonight. Midea Group has bought the most A shares in Shenzhen Stock Connect, with a net purchase of more than 300 million yuan.

However, today, the stock price of Midea Group not only did not rise, but fell instead. This further shows that the domestic , which holds Midea Group's shares, is continuing to sell. Especially in China, the foreign QFII&RQFII that holds Midea Group, I probably learned from the lesson of being trapped after buying Gree Electric Appliances two years ago. Not only did I not follow the trend of Shenzhen Stock Connect funds to continue to buy, but I was selling in advance to avoid being passive. This is an important reason why Shenzhen Stock Connect continues to buy and increase its holdings in Midea Group, but its stock price can no longer rise.After all, Shenzhen Stock Connect speculates that Midea Group's funds are not as much as those in the mainland. If it does not receive domestic funds, it will be difficult to continue to rely on its own brute force. Let’s pay attention to which direction can we develop in the future.

In theory, we hold Gree Electric Appliances, there is no need to spend so much energy to pay attention to the stock price of Midea Group. However, there are many things in real life that are not transferred by one's own subjective will. For example, big fund companies like E Fund will also need to clear Gree Electric when they want to buy and push up the stock price of Midea Group. Could it be that fund bought Midea Group and did not have the money to buy Gree Electric Appliances? What's more, other retail investors in the market, who are not staring at the stock price of Midea Group to determine the high and low prices of Gree Electric Appliances? This influence cannot be underestimated.

Yesterday, after Gree Electric announced its mid-term dividend, someone asked when the dividend could be implemented? According to regulations, dividends from listed companies must be distributed to shareholders' accounts within two months after obtaining the approval of the shareholders' meeting. Gree Electric Appliances' shareholder meeting is scheduled to be held on December 28. If the shareholders' meeting can be passed, it will definitely be distributed before the end of February next year. However, I estimate that the company will most likely distribute it before the Spring Festival this time, so that everyone can celebrate the New Year happily. It is more important than thinking that only the small shareholders of the company's retail investors need money, and the company's largest shareholder Zhuhai Mingjun needs money to pay interest on bank loans.