At the beginning of 2022, the volatility of A-Shares has increased significantly, and the main line of market investment has not yet appeared. In this context, what investment directions are the 10 billion private equity leaders who have experienced many rounds of bull and bear optimistic about? From the announcements of listed companies, we may have a glimpse.
The public disclosure of information by listed companies since this year shows that GE Weidong, Deng Xiaofeng of Gaoyi assets and Gaoling have participated in the fixed increase of China's leading management software Yonyou Network Technology Co.Ltd(600588) . In addition, Deng Xiaofeng continued to increase his holdings of domestic IVD leading stocks Maccura Biotechnology Co.Ltd(300463) through fixed growth, while Jinglin assets bought raw material enterprises China Kings Resources Group Co.Ltd(603505) in the field of new energy.
private placement bosses "group" into Yonyou Network Technology Co.Ltd(600588)
On January 25, Yonyou Network Technology Co.Ltd(600588) announced the landing of non-public offering, and the company disclosed the issuance report of this fixed increase. According to the announcement, the total number of shares issued by the fixed increase project was 166 million, the total amount of funds raised was 5.298 billion yuan, and the issue price was 31.95 yuan / share. Finally, a total of 17 subscription objects were successfully allocated. Among them, two well-known private equity institutions Gaoling capital and Gaoyi assets, as well as GE Weidong, a private fundraiser, were on the list.
Specifically, hhlr Management Co., Ltd. under Hillhouse was allocated 31.2989 million shares, with an amount of nearly 1 billion yuan, ranking first among the 17 allocated objects. The two private placement products "Gaoyi Xiaofeng No. 1 Ruiyuan" and "Gaoyi Xiaofeng No. 2 letter fund" managed by Deng Xiaofeng, partner and chief investment officer of Gaoyi assets, were allocated 6.2598 million shares, with a total allocation amount of nearly 400 million yuan. Ge Weidong, a well-known private placement boss, was also allocated 6.2598 million shares, with an allocation amount of nearly 200 million yuan.
It is worth noting that Yonyou Network Technology Co.Ltd(600588) is Ge Weidong's "long love stock". According to choice data, when the third quarterly report of 2017 was disclosed, Ge Weidong became the sixth largest shareholder of Yonyou Network Technology Co.Ltd(600588) with a shareholding of 39.4522 million shares. Since then, the number of shares held by GE Weidong has changed. However, as of the third quarter report of 2021, Ge Weidong has ranked Yonyou Network Technology Co.Ltd(600588) the fifth largest shareholder of tradable shares, holding up to 115 million shares. After the official listing of the fixed increase shares, Ge Weidong holds 110 million shares.
What is the charm that makes many private equity bosses "group" to buy Yonyou Network Technology Co.Ltd(600588) ?
According to public information, Yonyou Network Technology Co.Ltd(600588) has long focused on the enterprise software and service market. It is a leading financial software provider in China, the largest enterprise management / ERP software provider in the Asia Pacific region, and a cloud service and software provider for enterprises and public organizations. In terms of stock price performance, since the sharp rise in the first half of 2020, Yonyou Network Technology Co.Ltd(600588) stock price has continued to fluctuate and fall.
According to the analysis of the research report, Huaxi Securities Co.Ltd(002926) the core driving factors of Yonyou Network Technology Co.Ltd(600588) lie in products and business models, from ERP to BiP, from traditional software to SaaS (software as a service) and then to digital base. Products + business model elements lead the Growth Logic of the company. From the historical trend, the company's market from 2005 to 2010 was dominated by EPR product penetration logic, from 2013 to 2015 by cloud (UAP private cloud + CSP public cloud) logic, and from 2018 to now, the market has been driven by SaaS + localization. The core change is yonbip and its new products. At present, it is at the midpoint of the third round of high-level market, the penetration of BiP products is still in the process, and the feasibility of localization large orders continues to be verified. Now, the BIP project construction of Yonyou Network Technology Co.Ltd(600588) will receive stronger financial support. Therefore, we are optimistic about its accelerated landing and penetration in the next stage.
new energy and pharmaceutical sectors have attracted much attention
In addition to SaaS in the software sector, head private placement is also quite concerned about the raw material industry in new energy and IVD (in vitro diagnosis) track in the pharmaceutical sector.
On January 22, China Kings Resources Group Co.Ltd(603505) released the announcement on the shareholding of the top ten shareholders of share repurchase. As of January 20, Jinglin Fengshou No. 3 private fund of Jinglin assets held 2025000 shares of the company, while Jinglin assets did not appear in the list of the top ten shareholders of China Kings Resources Group Co.Ltd(603505) in the third quarterly report of last year.
According to the public information of , China Kings Resources Group Co.Ltd(603505) is an industrial group specializing in the investment and development of fluorite ore and the production and sales of fluorite products. on October 13 last year, China Kings Resources Group Co.Ltd(603505) announced that the company signed the project investment agreement with the Management Committee of Jiangshan Economic Development Zone, Zhejiang Province. As the first formal landing project of the company's new energy lithium fluoride battery material sector, the project is positioned as the R & D center, industrial incubation base and talent training base of the company's new energy lithium fluoride battery material sector in the future.
China Kings Resources Group Co.Ltd(603505) said that the new energy vehicle industry is one of the strategic emerging industries strongly supported by the state. Lithium battery is the core link of the development of new energy vehicle industry. Electrolyte is the transmission carrier of lithium ion in lithium battery. Electrolyte is the core raw material of electrolyte. Lithium hexafluorophosphate is the electrolyte lithium salt with the most extensive commercial application at present, It is the basic raw material for the development of lithium battery and new energy industry, and lithium difluorosulfimide may be the development direction of electrolyte lithium salt in the future.
According to channel sources, Gao Yuncheng, general manager of Jinglin assets, once said in the 2022 strategy that the online and intelligent of all equipment, the real Internet and the change of energy structure are not only the key direction of scientific and technological development, but also the new driving force of economic growth. It is worth investors to find companies with core competitiveness all over the world.
In addition, the IVD track in the pharmaceutical sector has also attracted the attention of private equity bosses.
On January 28, Maccura Biotechnology Co.Ltd(300463) released the report on the issuance of shares to specific objects and listing on the gem. According to the report, the total amount of funds raised by this fixed increase was 1.574 billion yuan, the issuance price was 28.11 yuan / share, and the issuing objects were finally determined to be 17. Among them, the two private equity fund products managed by Gao Yi asset Deng Xiaofeng were allocated a total of nearly 270 million yuan.
it is reported that Maccura Biotechnology Co.Ltd(300463) focuses on the research, production, sales and service of in vitro diagnostic products. data show that the in vitro diagnosis industry adjusted sharply last year, and the index fell by nearly 18%. In the process, Maccura Biotechnology Co.Ltd(300463) shares fell more than 30% last year.
A private equity fund manager in Shanghai said bluntly: "Most of the time, the performance of A-Shares is' icing on the cake ', rarely' providing timely help ', especially in 2021. When a sector rises, it may quickly respond to the expectations in the next two or three years, and when it falls, it will also fully reflect the pessimistic expectations. Therefore, the in vitro testing industry with a huge decline in 2021 has a lot of opportunities, because when everyone sells, If there is a slight marginal improvement in the fundamentals of the industry, the opportunity will come. "
focus on the opportunity of "falling out" of high-quality growth stocks
From the layout of private placement leaders since the beginning of the year, the opportunity of "falling out" of high-quality growth stocks seems attractive.
Yuanlesheng assets said that the tone of steady growth this year has been confirmed. Recently, some high-quality growth stocks have been adjusted due to market sentiment, capital game position adjustment and other factors, which has created a good opportunity for investors to explore and layout.
"Systematic bear markets are closely related to liquidity contraction, but the liquidity environment will be relatively friendly in 2022. At present, the adjustment of A-Shares has been relatively sufficient and the market bottom is getting closer and closer." Zhuang Tao, founder of Panjing investment, said frankly that the focus of follow-up investment is still high-profile and high growth sectors such as new energy, medicine and military industry.
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