With the disclosure of the annual reports of listed companies, the positions of 10 billion private placement such as Gaoyi assets, Xuanyuan investment, Alabama assets and Yingshui investment gradually surfaced.
According to the information of the annual report, most of the positions of head private placement remained unchanged in the fourth quarter of last year. Feng Liu, the manager of Gaoyi asset fund, continued to hold Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Deng Xiaofeng continued to hold Rianlon Corporation(300596) , Alabama asset held Kbc Corporation Ltd(688598) unchanged, and Xuanyuan investment held Xinjiang Zhongtai Chenical Co.Ltd(002092) , Willfar Information Technology Co.Ltd(688100) unchanged.
Feng Liu loves Jiangsu Kanion Pharmaceutical Co.Ltd(600557) Deng Xiaofeng sticks to Rianlon Corporation(300596)
On March 4, the Chinese medicine enterprise Jiangsu Kanion Pharmaceutical Co.Ltd(600557) announced its financial report for 2021, revealing the latest position dynamics of Feng Liu, a well-known fund manager of Gaoyi assets.
According to the data, Gao yilinshan No. 1 Yuanwang fund managed by Feng Liu continued to hold Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , with unchanged positions in the fourth quarter of last year. By the end of last year, the number of shares held was 23.5 million, with a stock market value of 288 million yuan, ranking the third largest circulating shareholder.
Public information shows that Jiangsu Kanion Pharmaceutical Co.Ltd(600557) is a large traditional Chinese medicine enterprise integrating R & D, production and trade of traditional Chinese medicine. In 2021, the company achieved an operating revenue of 3.649 billion yuan, an increase of 20.34% year-on-year; The net profit attributable to the shareholders of the listed company was about 321 million yuan, a year-on-year increase of 21.92%.
Feng Liu has been paying close attention to Jiangsu Kanion Pharmaceutical Co.Ltd(600557) for a long time. As early as the third quarterly report of 2018, Gao yilinshan No. 1 Yuanwang fund managed by Feng Liu had a new position of 7 million shares, becoming the top ten circulating shareholders of the company. Then Feng Liu may reduce a lot of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) shares. In the first quarterly report of 2020, Gao yilinshan No. 1 Yuanwang fund disappeared from the list of the top ten circulating shareholders.
However, in the 2020 interim report, Gao yilinshan No. 1 Yuanwang fund appeared again in the list of the top ten shareholders. Then Feng Liu successively increased his holdings to 23.5 million shares, and his position remained unchanged for nearly a year.
In addition, the 10 billion level private placement silver leaf investment also continued to Jiangsu Kanion Pharmaceutical Co.Ltd(600557) . The product of silver leaf investment Yinye Gongyu No. 10 private securities investment fund began to appear in the list of the top ten shareholders of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) at the end of the third quarter of 2020. By the end of last year, the number of shares held was 11.94 million and the stock market value reached 146 million yuan.
Since the end of last year, driven by the expected price rise, traditional Chinese medicine stocks have ushered in a wave of market, and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) share prices have also risen sharply. Recently, under the background of continuous adjustment of the market, traditional Chinese medicine stocks rose against the trend again Everbright Securities Company Limited(601788) research shows that with the establishment and improvement of industry standards, mechanism and service system, the traditional Chinese medicine industry presents a good situation of paying equal attention to both Chinese and Western medicine, supporting and standardizing, inheritance and innovation, and the industry has entered high-quality development.
Under the background of national development and internationalization of Chinese medicine , there is huge space for the development of Chinese medicine industry in the long run. In 2022, with the support of policies and medical insurance, the traditional Chinese medicine industry is expected to usher in an upward turning point, the inheritance and development of traditional Chinese medicine enterprises, the traditional Chinese medicine formula granule industry embraces market expansion and standard and quality improvement, the innovative traditional Chinese medicine is accelerated to be approved into medical insurance, and the traditional Chinese medicine goes to sea at the right time, waiting for performance fulfillment and value revaluation.
In addition, Gao yixiaofeng No. 2 letter fund managed by Deng Xiaofeng held Rianlon Corporation(300596) unchanged, holding 3791600 shares at the end of the period, with a market value of 204 million yuan.
Xuanyuan investment holding Xinjiang Zhongtai Chenical Co.Ltd(002092) , Willfar Information Technology Co.Ltd(688100) unchanged
Recently, the leading chlor alkali enterprise Xinjiang Zhongtai Chenical Co.Ltd(002092) disclosed the financial report of 2021. In 2021, the company achieved a revenue of 62.463 billion yuan, a year-on-year decrease of 25.83%; The net profit attributable to shareholders of listed companies was 2.703 billion yuan, a year-on-year increase of 176996%.
For the growth of performance, the company said that the company is located in Xinjiang, Northwest China, with rich coal, limestone and other resources. As a calcium carbide production enterprise, especially the “coal electricity calcium carbide” integrated joint production enterprise, the company has more obvious advantages in cost. At the same time, the market price of the company’s main products (PVC, viscose fiber) continued to rise, driving the growth of the company’s performance.
It is worth mentioning that in the list of top ten shareholders disclosed by Xinjiang Zhongtai Chenical Co.Ltd(002092) disclosure, there is a figure of 10 billion private placement Xuanyuan investment. Xuanyuan Liudu Yuanbao No. 8 private investment fund under Xuanyuan investment holds Xinjiang Zhongtai Chenical Co.Ltd(002092) 19048600 shares, with a stock market value of 203 million yuan at the end of the period, ranking the sixth largest circulating shareholder.
Xinjiang Zhongtai Chenical Co.Ltd(002092) is one of the large Shanghai Chlor-Alkali Chemical Co.Ltd(600618) enterprises in China. The company is mainly engaged in polyvinyl chloride resin (PVC), ion-exchange membrane caustic soda, viscose fiber, cotton yarn and other products. Xuanyuan investment has been following Xinjiang Zhongtai Chenical Co.Ltd(002092) for some time. During the 2017 annual report, Xuanyuan investment newly became the top ten circulating shareholders of the company and has been held since then. During the third quarter of 2021, driven by the cyclical stock market, Xinjiang Zhongtai Chenical Co.Ltd(002092) soared, and the stock price hit a new high since listing. Xuanyuan investment immediately reduced its holdings of 10 million Xinjiang Zhongtai Chenical Co.Ltd(002092) shares.
In addition, Xuanyuan investment also appeared in Willfar Information Technology Co.Ltd(688100) recently released financial report. Xuanyuan Yuanding No. 10 private securities investment fund under Xuanyuan investment holds Willfar Information Technology Co.Ltd(688100) 211 million shares, with a market value of 73 million yuan.
Alabama’s assets held heavily Kbc Corporation Ltd(688598)
Alabama asset is a new 10 billion level quantitative private placement institution last year. The latest data show that the institution held Kbc Corporation Ltd(688598) , and its three private placement products appeared on the list of Kbc Corporation Ltd(688598) top ten circulating shareholders at the end of 2021, holding a total of 3.361 million shares, with a market value of nearly 1.2 billion yuan.
Specifically, Alabama Yuexiang dividend No. 26 private equity investment fund holds Kbc Corporation Ltd(688598) 1233100 shares, with a market value of 438 million yuan; Alabama Yuexiang dividend No. 55 private securities investment fund holds 1070600 shares with a market value of 380 million yuan; Alabama Yuexiang dividend No. 25 private securities investment fund holds 1057200 shares with a market value of 375 million yuan.
Kbc Corporation Ltd(688598) is mainly engaged in the R & D, production and sales of advanced carbon matrix composites and products. In 2021, Kbc Corporation Ltd(688598) achieved an operating revenue of about 1.338 billion yuan, an increase of 213.72% year-on-year; The net profit attributable to the shareholders of the listed company was about 501 million yuan, a year-on-year increase of 197.25%.
The significant sales volume of hot field materials is the main factor for the improvement of performance: in 2021, the company’s IPO raised investment projects and over raised capital projects reached production capacity one after another, the convertible bond raised investment projects progressed smoothly, and the company’s production capacity increased significantly. At the same time, the prosperity of the photovoltaic industry is high, and downstream customers increase the procurement of the company’s products.
The total amount of funds raised by the company’s non-public offering of shares is no more than 3.1 billion yuan. After deducting the issuance expenses, it is mainly used for the capacity expansion project of high-purity and large-size advanced carbon matrix composites, the construction project of Jinbo Research Institute and the supplementary working capital project Citic Securities Company Limited(600030) believes that based on the company’s technology accumulation in the field of carbon matrix composites, the company is actively developing carbon matrix material industrial projects such as the third generation semiconductor silicon carbide thermal field, hydrogen fuel cell carbon paper, carbon ceramic brake disc, ultra pure materials for semiconductors and ultra pure carbon powder. In the future, with the launch of convertible bond raised investment projects and fixed increase raised investment projects, the market share of photovoltaic hot field products is expected to further increase, and the business layout in new fields will also create a second growth curve for the company.
Yingshui investment heavy warehouse Guangzhou Fangbang Electronics Co.Ltd(688020)
10 billion private placement Yingshui investment also has its own “heart water shares”. Recently, Guangzhou Fangbang Electronics Co.Ltd(688020) released the financial report for 2021, which shows that three private placement products of Yingshui investment have entered the list of the top ten circulating shareholders.
Yingshui glory No. 15 private securities investment fund under Yingshui investment holds Guangzhou Fangbang Electronics Co.Ltd(688020) 95 million shares, with a market value of 87 million yuan at the end of the period; Yingshui glory No. 16 private securities investment fund holds 800000 shares, with a market value of 73 million yuan at the end of the period; Yingshui Huijin No. 16 private securities investment fund held 790000 shares, with a stock market value of 72 million yuan at the end of the period.
In addition, Huasu Holdings Co.Ltd(000509) published financial report shows that Yingshui investment also holds many shares of the company. By the end of 2021, Yingshui investment held Huasu Holdings Co.Ltd(000509) 29192000 shares through Yingshui Yueyi No. 4 private securities investment fund, with a market value of 85 million yuan.
It is worth mentioning that Huasu Holdings Co.Ltd(000509) once won the first annual report in 2021, but failed to bring good luck to the company. The Shenzhen stock exchange quickly sent an inquiry letter to it. Compared with the financial situation disclosed in the previous restructuring, the Shenzhen stock exchange requires Huasu Holdings Co.Ltd(000509) to explain the difference in the proportion of revenue, the difference in gross profit margin, asset accrual and other issues one by one.
Recently, Huasu Holdings Co.Ltd(000509) replied to the inquiry letter of Shenzhen Stock Exchange, saying that the trade environment improved in the fourth quarter of 2021, and the export quantity of LCD showed an increasing trend, which accurately judged and strengthened the market expansion.
However, this did not dispel the doubts of the regulators. The Shenzhen stock exchange quickly sent the second inquiry letter of the 2021 annual report to Huasu Holdings Co.Ltd(000509) with a focus on the listed company’s overseas customers, suppliers, inventory, production mode, operating income deduction and other five aspects.
