The continuation of Anxin recording gate

Zexi Investment: Confirm that the luncheon record has been exposed and the sub-warehouse seats have not been withdrawn.

Cheng Dinghua, strategist of Essence Securities, is one of the most recognized A-share strategists in the past year. On the eve of Big bounce when the market 1949 bottomed out, the fund increased its position: Cheng Dinghua of Essence Securities sent a text message in the middle of the night before the surge. A short message widely circulated in the industry quoted the latest viewpoint of Cheng Dinghua, strategist of Essence Securities. The viewpoint of setting China in the SMS range is: "The market is unlikely to return below 1950, and investors are advised to gradually increase their positions in 65438+February." It is also mentioned that "the market is either early or not."

Xu Xiang invested by Zexi is a large private equity fund. Recently, a lunch record about the trend of 20 13a shares and their macroeconomic judgment was circulated on the Internet (recording the exposure of Xu Xiang and An Xincheng Dinghua, the first brother of private placement: lightening their positions at the end of February). In his speech, Cheng Dinghua explained the logic of this round of rising and looked forward to the future trend. He thinks it's time to relax in late February and decide the result in May and June. If there is a weak recovery, February-March this year is already a high point. If there is a strong recovery, there will be a second wave of market in May-June, but it will come and go quickly.

This rumor was confirmed by Zexi insiders. A person related to Zexi Investment said, "The recording was indeed leaked by the sales staff of Anxin Securities, but it has nothing to do with Cheng Dinghua personally." In the recording with Xu Xiang, Cheng Dinghua is quite pessimistic about the future trend. "If the CPI is above 3.5 or 4 in the fourth quarter, it will exceed 1.950 in 20 14."

Regarding the behavior that the sales staff of Essence Securities recorded this conversation privately and leaked it to other brokers, Zexi Investment said, "This matter has nothing to do with Cheng Bo. We respect him very much, appreciate and recognize him. However, we are very indignant at the violation of professional ethics. Even private conversations are secretly recorded and spread. How can we ensure that our funds are safe with them? "

As for whether it is rumored that "Essence Securities has been beheaded in hundreds of millions of warehouses", Zexi Investment related people said, "Whether to withdraw or not, the marketing department is still discussing, and there is no movement yet."

Anxin responded: The exposure of the luncheon recording caused A shares to plummet.

On February 2 1 day, Mianzhou Yige, a senior investment manager certified by Weibo as Essence Securities, said in his Weibo that the market rumors that today's plunge was due to "cheating" in the recording of Zexi's investment in Xu Xiang and Essence Securities' Cheng Dinghua luncheon.

Weibo said, "It is rumored in the market that today's plunge is due to the recording of our dinner with Brother Xu, and we are bearish on the market. Nima is a bridge in the film and television drama, which is the dialogue between Confucius and Lutz. . . This is not a conversation between friends. . . When did A shares stop being so comic? Pit dad, there are people who believe! "

Xu Xiang angrily denounced Anxin's 500 million points.

The once-popular movie "Eavesdropping Storm" has a realistic version.

On the afternoon of February 20th, an explosive news was widely circulated in the capital market: Xu Xiang, the "chief helmsman" of private equity investment in Zexi, met with two visitors that afternoon. During the conversation, an unintentional news made Xu Xiang angry. The news content is as follows: At the end of this year 1 month, Xu Xiang and Cheng Dinghua, the most concerned strategist last year, had a conversation about the trend of 20 13a shares at lunch, but this conversation was recorded privately by a salesperson of Essence Securities, and then this recording was circulated among institutions and brokers.

Obviously, the "eavesdropping" behavior of Essence Securities sales staff exceeded the bottom line of Xu Xiang. According to relevant sources in Zexi, on the afternoon of 20th, Xu Xiang immediately decided to cancel all the seats in Essence Securities. At present, Zexi's sub-warehouse funds in Essence Securities exceed 500 million yuan, and the annual transaction volume exceeds10 billion yuan. Once the cooperation between the two parties breaks down, Essence Securities may suffer heavy losses every year.

Trust collapse caused by "eavesdropping" incident

Yesterday, a private conversation between Xu Xiang and Cheng Dinghua, chief strategist of Essence Securities, was exposed. It was revealed on the Internet that Cheng Dinghua and Zexi Xu Xiang had a 5438+0 dinner at the end of June this year. The conversation was secretly recorded by the salesperson surnamed Li and leaked to other brokers and the media. Xu Xiang was furious and then retreated to Zexi's hundreds of millions of warehouses in Essence Securities.

The main content of the above recorded conversation is that Xu Xiang and Cheng Dinghua discuss this year's investment strategy. Xu Xiang's entire recording was full of questions. As the respondent, Cheng Dinghua talked about several hot issues this year. Although the conversation didn't involve any privacy issues of Xu Xiang and Zexi, the recording was beyond the bottom line of Xu Xiang.

Xu Xiang didn't know about the recording behavior of Li salesman of Essence Securities before, and since then, the recording has been widely circulated among brokers and institutions. A number of brokers and institutional sources revealed to the reporter of National Business Daily that 1 had already obtained relevant contents at the end of the year and early February. "We didn't pay much attention to this recording at that time. If it is top secret, it will not be made public. " An institutional source revealed, "We speculate that the initial motivation of the salesperson may be to show off the Xu Xiang recording in his hand, but it eventually led to extremely serious consequences."

As a private equity person, Xu Xiang hates being recorded without his knowledge. According to relevant sources in Zexi, "Xu Xiang didn't know that his private conversation was recorded and widely spread until yesterday afternoon." In great anger, on the afternoon of 20th, Xu Xiang decided to end the cooperation with Essence Securities. A related person in Zexi said, "Even private conversations will be secretly recorded and circulated. How can we ensure that our funds are safe with them? "

At present, Xu Xiang's account funds in Essence Securities exceed 500 million yuan, and the annual liquidity in Essence Securities exceeds10 billion yuan. Based on the handling fee alone, Essence Securities will lose more than one million yuan.

The reporter of National Business Daily tried to verify the above facts with Essence Securities, but Essence Securities never gave a reply.

Although Zexi is famous in the A-share market, it has always been quite mysterious to the outside world, especially Xu Xiang, the "chief helmsman".

Through this "eavesdropping" incident, people in the investment circle can get a glimpse of the unknown details of Xu Xiang for the first time. Because Zexi's trading path has always been the focus of market tracking, Zexi Investment has always been extremely taboo to disclose the trading path to the public. A private equity source revealed, "As far as the private equity industry is concerned, the act of secretly recording is a taboo." Although the recorded content of this exposure does not involve other secret contents, with this private recording, it means that the trust between private placement and brokers no longer exists.

"With this recording, who knows if there will be a recording in other more private occasions? If it involves individual stock information or the contents of the agreement negotiated with brokers, it is very likely to affect the relationship between private placement and customers. More serious will involve legal issues. " The above private investors said.

Anxin brokerage business is afraid of huge losses.

The salesman surnamed Li of Essence Securities secretly recorded other people's speeches and spread them widely, which obviously violated the bottom line of professional ethics of the whole industry, and this behavior has also been criticized by many people in the industry.

A private equity person immediately deleted the above conversation saved in the computer after learning the news yesterday morning (February 2 1). "No one wants to leave things that are bad for them in the computer. There are more friends in the investment circle than enemies. "

Another institutional source said, "I got this recording as early as the end of 1, but I deleted it without listening. This recording is of no value to us. First, their views are not necessarily correct. Every institutional investor has his own investment ideas and ideas. Peeping at other people's investment ideas is easy to interfere with his own investment strategy. "

But the more important reason why these people are unwilling to keep this recording is that "this recording touches the bottom line of professional ethics in the investment industry." The above-mentioned investment institutions said frankly, "If private conversations are recorded and spread, there will be many security risks."

After Zexi cut off all the sub-warehouses of Essence Securities, in addition to the commission loss of several million yuan, it will also hit Essence Securities hard from another direction.

As one of the most successful sunshine private placements, Zexi Investment's influence in the circle far exceeds that of ordinary private equity funds. For brokers, the position invested by Zexi itself is a big signboard. "Brokers can know the trading path of Zexi Investment for the first time, and the funds behind it will reach 5 billion to 6 billion yuan." The above-mentioned private investors disclosed to the National Business Daily. If the cooperation with Zexi finally breaks down, it will have a great impact on Anxin's brokerage business.