With the disclosure of annual reports of listed companies, a number of “invisible” heavy positions of star fund managers have also been exposed. For example, Zhu Shaoxing, Lao jienan and others have added positions in “intelligent controller leader” Shenzhen H&T Intelligent Control Co.Ltd(002402) , Xie Zhiyu, housewarming and other positions in “CNC machine tool leader” Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Yuan Weide and others have newly introduced “tire leader” Qingdao Sentury Tire Co.Ltd(002984) , Zhong Shuai has added positions in “financial service unit” Beijing Compass Technology Development Co.Ltd(300803) , etc.
The so-called “invisible heavy positions” means that the fund does not enter the top 10 heavy positions in the quarterly report of the fund, while the fund enters the top 10 circulating shareholders in the performance report of listed companies. Because the quarterly report only disclosed the top ten stocks with heavy positions in the fund, the disclosure of “heart water stocks” of these fund managers has attracted the attention of investors.
Zhu Shaoxing, Lao jienan and other “intelligent controller leaders” Shenzhen H&T Intelligent Control Co.Ltd(002402)
On February 21, the “intelligent controller leader” Shenzhen H&T Intelligent Control Co.Ltd(002402) released its 2021 annual report. As of the end of the fourth quarter of 2021, Wells Fargo Tianhui managed by Zhu Shaoxing selected and grew. In addition to the top 10 heavy positions previously disclosed in the fund’s fourth quarter report, the fund increased its position of Shenzhen H&T Intelligent Control Co.Ltd(002402) 10804500 shares in the fourth quarter, held 27.8045 million shares at the end of the period, and the market value of its position reached 763 million yuan.
The reporter noted that Zhu Shaoxing’s “heart water” Shenzhen H&T Intelligent Control Co.Ltd(002402) has been in the market for a long time. In the first quarter of last year, Wells Fargo Tianhui selected growth mix and held a position in Thailand for the first time. In the second quarter, it increased its position of 5.317 million shares, slightly reduced its position of 30900 shares in the third quarter, and significantly increased its position in the fourth quarter.
In addition to Zhu Shaoxing, huitianfu value selection “Xinjin”, managed by Lao jienan, became the top ten mobile shareholders, holding 6601600 shares and a market value of 181 million yuan, ranking ninth. As of the fourth quarter, Shenzhen H&T Intelligent Control Co.Ltd(002402) has not been included in the list of huitianfu value selected heavy positions.
In addition, e-fund emerging growth, e-fund innovative growth and BAOYING emerging industry also ranked among the top ten mobile shareholders of Shenzhen H&T Intelligent Control Co.Ltd(002402) .
Public information shows that Shenzhen H&T Intelligent Control Co.Ltd(002402) is a high-tech enterprise mainly engaged in intelligent controller technology research and development, product design, software services and product manufacturing. It is a leading enterprise in China’s intelligent controller industry.
According to the 2021 annual report released by Shenzhen H&T Intelligent Control Co.Ltd(002402) , the net profit attributable to the owners of the parent company in 2021 was 553 million yuan, a year-on-year increase of 39.73%; The operating revenue was 5.986 billion yuan, a year-on-year increase of 28.3%.
The stock price of Shenzhen H&T Intelligent Control Co.Ltd(002402) rose by 60% in the whole year last year. Since this year, there has been a correction, with a cumulative decline of 24.21%.
Xie Zhiyu, housewarming and other “CNC machine tool leaders” Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083)
On February 20, Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) released the annual audit report for 2021. Xingquan Herun under Xie Zhiyu’s management and Xingxin Xinjin under relocation management became the top ten circulating shareholders, ranking ninth and tenth respectively. At the end of the period, they held 15601100 shares and 15325100 shares respectively, with a market value of about 223 million yuan and 219 million yuan respectively. As of the fourth quarter report, Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) has not appeared in the list of heavy positions of the above two funds.
Public information shows that as the “leader of CNC machine tools”, Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) is a high-end intelligent equipment manufacturing enterprise integrating research and development, production, sales and service of CNC machine tools.
The annual audit report of 2021 shows that the company will turn losses into profits in 2021. The annual report of 2021 shows that the company’s main revenue is 5.262 billion yuan, a year-on-year increase of 53.6%; The net profit attributable to the parent company was 500 million yuan, a year-on-year increase of 171.71%; The net loss in the same period last year was 697 million yuan.
The stock price of Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) rose by 195.24% in the whole year of 2020, and then rose by 21% in the whole year of last year. Since this year, the stock price has slightly corrected, falling by 5.88%.
yuan Weide’s new “tire leader” Qingdao Sentury Tire Co.Ltd(002984) , Zhong Shuai’s addition Beijing Compass Technology Development Co.Ltd(300803)
Recently, Qingdao Sentury Tire Co.Ltd(002984) released its annual report for 2021. According to the report, the “Xinjin” of China Europe value intelligent selection return managed by China Europe Fund yuan Weide became the top ten circulating shareholders, holding 9.8706 million shares at the end of the period, with a market value of about 350 million yuan, ranking the fifth largest. Yuan Weide is famous for reverse investment and left layout. As of the fourth quarter, there was no figure of Qingdao Sentury Tire Co.Ltd(002984) in the list of heavy positions of the fund.
Qingdao Sentury Tire Co.Ltd(002984) is one of the few aviation tire manufacturers in the world. Its main business is to focus on the R & D, production and sales of green, safe, high-quality and high-performance semi steel radial tire and aviation tire.
According to the annual report of 2021, under the adverse circumstances of the sharp rise in the prices of raw materials and sea freight, the company encountered a decline in profits. In 2021, the company achieved an operating revenue of 5.177 billion yuan, a year-on-year increase of 10.03%, of which the tire revenue was 5.171 billion yuan, a year-on-year increase of 9.96%; The net profit was 753 million yuan, a year-on-year decrease of 23.17%, and the basic earnings per share was 1.16 yuan.
Last year, the cumulative increase of Qingdao Sentury Tire Co.Ltd(002984) share price was 41%. Since this year, there has been a slight correction, with a cumulative decrease of 9.19%.
In addition, Beijing Compass Technology Development Co.Ltd(300803) the latest annual report shows that Zhong Shuai’s China industry boom warehouse Beijing Compass Technology Development Co.Ltd(300803) held 4.783 million shares at the end of the period, with a market value of about 189 million yuan.
Beijing Compass Technology Development Co.Ltd(300803) is China’s first joint-stock enterprise positioned in financial services for individual investors. Its business covers four fields: securities, futures, foreign exchange and funds.
The annual report shows that in 2021, the company achieved an operating revenue of 932 million yuan, a year-on-year increase of 34.63%, and a net profit of 176 million yuan, a year-on-year increase of 97.51%.
The company’s share price has soared continuously since November last year, with a cumulative rise of 21% last year. At the beginning of the year, due to the news of participating in the bankruptcy and reorganization of wechat securities, it fell sharply by 8.43% on February 11. This year, the cumulative increase is 8.95%.
