With the disclosure of the annual reports of listed companies, the position adjustment of some 10 billion private placement in the fourth quarter of last year has also been unveiled.
According to the information in the annual report, in the fourth quarter of last year, Feng Liu, the manager of Gaoyi asset fund, and 10 billion private placement silver leaf investment continued to hold Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Deng Xiaofeng, the manager of Gaoyi asset fund, continued to hold Rianlon Corporation(300596) , and Ruiyang investment, a new 10 billion private placement, increased its holdings of Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897)
Feng Liu’s “long love” in Jiangsu Kanion Pharmaceutical Co.Ltd(600557)
According to the latest data of private placement network, as of March 4, the shares of 11 listed companies held by 10 10 billion private placement companies such as Gaoyi assets, Ruiyang investment and Yinye investment were exposed. According to the share price at the end of last year, the total holding value of the stock market reached 3.14 billion yuan.
Specifically, Gaoyi Linshan No. 1 Yuanwang fund managed by Feng Liu, a well-known fund manager of Gaoyi assets, continued to hold Jiangsu Kanion Pharmaceutical Co.Ltd(600557) . By the end of last year, the number of shares held was 23.5 million, and the market value of shares was close to 300 million yuan.
According to public information, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) is a large traditional Chinese medicine enterprise integrating R & D, production and sales of traditional Chinese medicine. Feng Liu’s fund entered the list of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) top ten shareholders at the end of the third quarter of 2018. Although the number of subsequent Holdings has increased or decreased, it has basically been firmly held. It can be seen that Feng Liu’s optimistic expectation of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) .
Private placement has a long time. According to public data, the products of silver leaf investment have appeared in the list of the top ten shareholders of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) since the end of the third quarter of 2020. By the end of last year, the number of shares held by silver leaf investment was 11.94 million, and the market value of shares was close to 150 million yuan.
Since the fourth quarter of last year, the traditional Chinese medicine sector has attracted much financial attention with policy support. As of March 4, the index has increased by more than 20%, and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) in this process, it has also increased by more than 30%.
Luo Ling, manager of leisurely investment fund, said that in recent years, the government has strongly supported the development of the traditional Chinese medicine industry, such as supporting the inclusion of traditional Chinese medicine institutions into the designated scope of medical insurance and promoting the reform of payment methods of traditional Chinese medicine medical insurance. It has greatly expanded the sales channels of traditional Chinese medicine products, superimposed the current low valuation of the industry, and the cost performance of the traditional Chinese medicine sector has been significantly improved.
Ruiyang investment plus new energy
In addition, according to the information disclosed in the annual report, Ruiyang investment continued to increase its position Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) .
According to choice data, in the third quarter of last year, Ruiyang investment’s emerging growth private equity investment fund entered the list of Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) top ten shareholders, holding 2.3 million shares. In the fourth quarter, Ruiyang investment continued to increase its positions. By the end of last year, the number of shares held had increased to 4 million, and the market value of its shares was close to 200 million yuan.
It is worth noting that the three funds of e-fund Yuxiang return, e-fund Ruicheng and e-fund reassurance return under veteran Lin Sen of e-fund 100 billion “fixed income +” also newly became the top ten shareholders of Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) in the fourth quarter of last year, with the market value of positions at the end of the period reaching 265 million yuan, 133 million yuan and 82 million yuan respectively.
Public information shows that Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) is one of the enterprises with the most complete types of electromagnetic wires in China. At present, the company’s products are used in new energy vehicles, industrial motors, household appliances, automotive appliances, electric tools, instruments and other fields.
According to the analysis of a private placement researcher in Shanghai: “With the rapid development of new energy vehicles, the market demand for drive motors, as the core components of new energy vehicles, has further increased. From the perspective of technology path, the development trend of high power density and miniaturization of motors makes flat wire motors and oil-cooled motors an inevitable trend. Therefore, the market demand for flat wires has increased rapidly, and the market space for motor flat wires of new energy vehicles is very large, and the relevant standards are very high It’s worth paying attention to. “
On March 2, Zhejiang Grandwall Electric Science&Technology Co.Ltd(603897) announced that the company plans to issue convertible bonds to raise no more than 1 billion yuan. After deducting the issuance expenses, it will be used for the flat electromagnetic wire project for 45000 tons of new energy vehicle motors and supplement working capital.
