In the past month, the fund company investigated 442 A-share listed companies, covering mechanical equipment, medicine and biology, electronics, computers, automobiles and other fields.
Many 10 billion dollar star fund managers joined the year-end research team. Many fund managers such as Zhu Shaoxing, Dong Chengfei, Fu Pengbo, Feng Mingyuan, Zhao Feng and Zhao Yi intensively “cleaned up”, covering Shenzhen Inovance Technology Co.Ltd(300124) , Bank Of Ningbo Co.Ltd(002142) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Qingdao Haier Biomedical Co.Ltd(688139) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Zhaowei electromechanical and other stocks.
86 fund groups show up Shenzhen Inovance Technology Co.Ltd(300124)
According to the data, since November 8, as of December 8, the institution has investigated 582 A-share listed companies in the past month, of which the fund company has investigated 442 A-share listed companies. In the second half of this year, the A-share market fluctuated. Under the background of concern about market style switching, mechanical equipment, medicine and biology, electronics, computers, automobiles and other fields are still favored by fund companies, while real estate stocks, media stocks, education stocks and brokerage stocks pay relatively little attention.
In addition, the pace of fund research has slowed down in recent months, but the concentration of fund research is improving.
China’s high-end manufacturing industrial control subdivision leader Shenzhen Inovance Technology Co.Ltd(300124) is the most concerned stock of fund companies, and 86 fund companies have conducted research on it in recent one month. There are many head companies such as e fund, GF fund and Huaxia Fund. Shenzhen Inovance Technology Co.Ltd(300124) was held by 187 funds in the third quarter of this year, accounting for 9.61% of the outstanding shares, corresponding to a total market value of 12.559 billion yuan.
Similarly, Dongguan Yiheda Automation Co.Ltd(301029) in the mechanical equipment industry has been investigated by 190 institutions including 46 fund companies in recent month. It is the mechanical equipment enterprise most concerned by fund companies except Shenzhen Inovance Technology Co.Ltd(300124) .
In addition, Bank Of Ningbo Co.Ltd(002142) , Qingdao Haier Biomedical Co.Ltd(688139) , Zhejiang Hailiang Co.Ltd(002203) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Dongguan Dingtong Precision Metal Co.Ltd(688668) , Yanan Bicon Pharmaceutical Listed Company(002411) are second only to Shenzhen Inovance Technology Co.Ltd(300124) , and have received research from more than 60 fund companies in recent months. Among them, Bank Of Ningbo Co.Ltd(002142) was investigated by 217 institutions, including 85 fund companies. In the past two months, Bank Of Ningbo Co.Ltd(002142) share price has risen by more than 15%.
The reporter noted that in the past month, many 10 billion yuan fund managers “stepped out” to participate in the research of listed companies.
On December 7, Feng Mingyuan, a Cinda Aoyin fund with a fund management scale of more than 36 billion yuan, participated in the teleconference of Changgao Electric Group Co.Ltd(002452) with Yang Dong of Wells Fargo fund.
On December 6, at least ten fund managers including Lao Jie, male, Yang Yu, Ma Xiang and Hu Xinwei of huitianfu fund, Li Yuanbo, Yang Dong, Zhang Xufeng, Cao Wenjun, Xu Yan and Cao Jin of Fuguo fund, Ren Xiangdong of Xingzheng Global Fund, Zhang Hui and Luo an of China Southern Fund investigated Huizhou Desay Sv Automotive Co.Ltd(002920) . Over the past month, Huizhou Desay Sv Automotive Co.Ltd(002920) share price has risen by 17.73%. As of the end of the third quarter, 52 funds held the stock, accounting for 6.5% of the outstanding shares, and the corresponding market value was only about 3 billion yuan.
On December 3, Xiao Ruijin of Boshi fund participated in the investigation of Zhejiang Jw Precision Machinery Co.Ltd(300984) . Yuan Weide, the “dark horse of the value group” of China Europe Fund, and Zhou Hanying of Jingshun Great Wall Fund participated in the research of Zhaowei electromechanical on December 2.
In addition, Zhu Shaoxing, the star fund manager of Wells Fargo fund and others recently investigated Chongqing Fuling Zhacai Group Co.Ltd(002507) , Dong Chengfei, the former deputy general manager of Xingzheng Global Fund, Shen Xuefeng of Huatai Bairui fund, he Yiguang of Great Wall Fund and Zhao Yi of Agricultural Bank of China Huili fund investigated Beijing Easpring Material Technology Co.Ltd(300073) . In the Hangzhou Hikvision Digital Technology Co.Ltd(002415) research record with a market value of 460 billion, there is a rare phenomenon of the same frame among the three top flow fund managers of Ruiyuan fund, Chen Guangming, Fu Pengbo and Zhao Feng.
looking for investment opportunities in the spring Market
Near the end of 2021, with the expectation of “cross year market”, there may still be structural opportunities in the market, and the trend of the follow-up market has become the most important issue for investors.
Boshi Fund believes that the biggest market trading feature in the next quarter is the performance vacuum period, which can wait for the spring restless market at the end of the year and the beginning of the year. In the spring restless market in the year when the economy is expected to decline in the past, the growth style performance will not be absent. It is suggested to gradually pay more attention to the following two types of fields: first, consider the repeatedly stressed new energy vehicles, military industry, photovoltaic, etc. that will continue to have a high boom in 2022, and pay particular attention to the military industry + new energy vehicle chain that can alleviate the contradiction of transaction congestion; Second, consider the opportunities of auto parts, games, shipbuilding and other industries with strong expectation of business reversal in 2022.
“In November, the bond market continues the recovery trend in late October, and the market is becoming hot. On the whole, there are not many factors exceeding market expectations in terms of fundamentals. In December, the market is still in the correction stage of early pessimistic expectations.” Wang Lianxin, quantitative investment department of Morgan Stanley Huaxin Fund, told the Securities Daily.
(Securities Daily)
