青岛赢隆资产 张明华 Qingdao win long ZhangMingHua assets

　　和讯网消息 近日，青岛赢隆资产研究总监张明华在接受和讯网专访时表示，股市从2012年12月开始的上涨是一波由超级大资金发动的行情，市场会朝着乐观方向发展，2013年可以放手一搏。

HeXunWang news recently,Qingdao win long assets research director ZhangMingHua in an interview HeXunWang said,The stock market from December 2012 began to rise is a wave from the super big money on the market,The market will move towards an optimistic direction,2013 can try.

　　统计显示，2012年青岛赢隆资产旗下的“中融信托-赢隆1期”取得了25.02%的收益率，可谓是表现出色。研究总监张明华表示取得优秀成绩关键在于抓住严重低估的股票、严格风控、波段交易。其重仓持有凯乐科技(600260,股吧)、汉商集团(600774,股吧)，让其取得比较好的收益。

Statistics show that,In 2012, Qingdao win lung's assets"It melt in trust - win long 1 period"Achieved 25.02% rate of return,It may be said is good performance.The director said ZhangMingHua made outstanding achievement lies in catch seriously undervalued stocks/Strictly wind control/Swing trading.The heavy warehouse hold kile technology(600260,guba)/Han business group(600774,guba),Let it get better income.

　　张明华在谈到投资理念时表示，青岛赢隆擅长从产业投资的角度上来寻找确定性机会，寻找被严重低估的股票。至于选股标准，首先分析上市公司的报表，挖掘被低估资产。其次在上市公司业绩很差的时候，寻找业绩爆发性增长点。最后寻找到有张力的股票，获取二级市场股价增长。

In talking about ZhangMingHua investment philosophy, said,Qingdao win long good at from the point of view of industrial investment opportunities come looking for certainty,Looking for be seriously undervalued stocks.As for stock selection criteria,Firstly analyzes the listed company's statements,Mining is undervalued assets.Secondly in the performance of listed companies is very badly,Looking for performance explosive growth.Finally find the tension of the stock,For the secondary market price growth.

　　张明华在谈到风险控制时指出，青岛赢隆形成以经验为主，科学为辅的风险控制体系。具体表现为上市公司业绩严重低估的，其贱卖了本身就是风控。青岛赢隆投资团队，大部分人员都有20年从业经历，投资经验丰富。其研究团队建立了金融工程，经过量化设立了一些指标，通过模型来分散风险。

ZhangMingHua talking about risk control points out,Qingdao win long form experience is given priority to,An ounce of prevention is worth a scientific risk control system.The specific performance of the listed company performance is severely undervalued,Its offering the itself is wind control.Qingdao win long investment team,Most of the staff have twenty years relevant working experience,Investment experience.The research team to establish the financial engineering,After quantitative set up some indicators,Through the model to spread risk.

　　对于2013年走势，张明华认为最困难的时候已经过去，未来应该是一片艳阳天。他分析时说，中国股市从2007年10月16日一直到2012年12月调整了5年零2个月，这是中国股市诞生以来，调整持续时间最长的一次。其次股市参与主力或者主要力量来自金字塔顶尖的这部分人，掌控超级资金。同时从产业角度度量当前股市，有一些被严重低估的一些股票。

For 2013 situation,ZhangMingHua think the most difficult time has passed,The future should be a piece of sunny days.He said analysis,From China's stock market on October 16, 2007 to December 2012 has been adjusted for five years and two months,This is the Chinese stock market since birth,Adjusted longest one.Then the stock market to participate in regular or main strength comes from the top of the pyramid,Control of the super fund.At the same time from industry Angle measurement the current stock market,Some are severely undervalued some stocks.

　　从这三方面来看，认为2012年12月份开始市场的行情发生根本性的变化。2013年股市走势值得期待，可以放手一搏。

From these three aspects to see,Think in December 2012 began to market radically change.In 2013, the stock trend is worth looking forward to,Can try.

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