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, Feng Mingyuan’s new “lithium battery concept stock” Shenzhen Xfh Technology Co.Ltd(300890) , Li Xiaoxing’s new “lithium battery leading” Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Feng Liu’s adherence to the “traditional Chinese medicine leading stock” Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Fu Pengbo’s “new material leading” Hunan Sokan New Materials Co.Ltd(688157) , Cui Chenlong’s “lithium battery diaphragm leading” Shenzhen Senior Technology Material Co.Ltd(300568) , etc.
Feng Mingyuan’s new “lithium concept stock” Shenzhen Xfh Technology Co.Ltd(300890)
On March 6, Shenzhen Xfh Technology Co.Ltd(300890) 2021 annual report showed that Cinda Aoyin new energy industry stock fund managed by Feng Mingyuan held 1.5335 million shares with a market value of 94.82 million yuan, and Xinjin became the seventh largest circulating shareholder.
According to public information, Shenzhen Xfh Technology Co.Ltd(300890) is China’s advanced supplier of cathode materials for lithium batteries. The company’s products cover traditional graphite cathode materials such as natural graphite, artificial graphite and composite graphite, as well as new energy materials such as silicon carbon, titanium and graphene.
In terms of performance, the company achieved an operating revenue of 1.118 billion yuan, a year-on-year increase of 168.78%, and a net profit of 998394 million yuan, a year-on-year increase of 119.65%.
In terms of share price, Shenzhen Xfh Technology Co.Ltd(300890) share price has fallen by 13% since this year.
Li Xiaoxing’s new “lithium battery faucet” Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390)
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) 2021 annual report shows that the Yinhua Xinyi flexible allocation hybrid fund managed by Li Xiaoxing holds 5.695 million shares, with a market value of RMB 454 million, and Xinjin has become the seventh largest circulating shareholder. In addition, the two funds of Shanghai Investment Morgan ranked the fifth and sixth largest circulating shareholders.
According to public information, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) was originally a Jiangsu enterprise mainly engaged in the R & D, production and sales of anti-static ultra clean technology products, belonging to the purification leader. However, its subsidiary Tianyi lithium is engaged in lithium battery and lithium ore business. Now, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) has become the leader of the advanced industry of the rookie in the lithium industry.
In terms of performance, the company achieved a revenue of 3.398 billion yuan in 2021, a year-on-year increase of 158.73%; The net profit attributable to the shareholders of the parent company was 911 million yuan, a year-on-year increase of 218.44%
In terms of share price, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) last year’s share price rose as much as 230%.
Feng Liu sticks to the “leading stock of traditional Chinese medicine” Jiangsu Kanion Pharmaceutical Co.Ltd(600557)
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) 2021 annual report shows that gaoyilinshan No. 1 Yuanwang fund managed by Feng Liu holds 23.5 million shares of this stock, with a market value of 288 million yuan, and is still the third largest circulating shareholder.
In the mid-term report of 2020, gaoyilinshan No. 1 Yuanwang fund entered the top ten circulating shareholders, and then increased its positions all the way. By the time of the semi annual report of 2021, the fund was the third largest circulating shareholder. Since then, it has been sticking to it, and the number of shares has not changed.
In addition to Feng Liu, the products of many head funds such as Boshi, e-fonda, Dacheng and China Europe are among the top 10 circulating shareholders.
Public information shows that the company’s main product line focuses on viral infectious diseases, gynecological diseases, cardiovascular and cerebrovascular diseases, orthopedic diseases and other advantages of traditional Chinese medicine. At the same time, it also has nine kinds of pediatric special drugs for the treatment of infantile tic tic disorder.
In terms of performance, the company achieved an operating revenue of 3.649 billion yuan, a year-on-year increase of 20.34%, and a net profit of 321 million yuan, a year-on-year increase of 21.92%.
In terms of share price, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) share price, as the “leading stock of traditional Chinese medicine”, has risen by 10% since this year.
Fu Pengbo “new material leader” Hunan Sokan New Materials Co.Ltd(688157)
Hunan Sokan New Materials Co.Ltd(688157) 2021 annual report shows that Ruiyuan growth value managed by Fu Pengbo increased Hunan Sokan New Materials Co.Ltd(688157) 214700 shares in the fourth quarter, with a market value of 134 million yuan at the end of the period, ranking the fifth largest circulating shares. Ruiyuan’s balanced value managed by Zhao Feng held 958800 newly purchased shares in three years, with a market value of 167 million yuan at the end of the period, ranking the seventh largest circulating shareholder. Wang Chong, fund manager of Bank of communications Schroder, also increased his holdings slightly in the fourth quarter of Hunan Sokan New Materials Co.Ltd(688157) .
In terms of performance, the company achieved an operating revenue of 508232000 yuan, a year-on-year increase of 16.85%; The net profit attributable to the shareholders of the listed company was 973949 million yuan, a year-on-year increase of 11.72%.
According to public information, the company is a new functional coating material manufacturer that takes the high-end consumer electronics, passenger cars and other high-end consumer goods in 3C industry as the target market and provides customers with multi category systematic solutions such as coatings and special inks.
In terms of share price, Hunan Sokan New Materials Co.Ltd(688157) rose nearly 50% last year.
Cui Chenlong jiacang “lithium diaphragm faucet” Shenzhen Senior Technology Material Co.Ltd(300568)
Shenzhen Senior Technology Material Co.Ltd(300568) 2021 annual report shows that Qianhai Kaiyuan public utility and Qianhai Kaiyuan new economy managed by Cui Chenlong held 172572 million shares and 191204 million shares respectively at the end of the period, with a market value distribution of 634 million yuan and 702 million yuan, ranking the third and fourth largest circulating shareholders respectively. In the third quarter of 2021, Cui Chenlong took a new position Shenzhen Senior Technology Material Co.Ltd(300568) , and then began to increase his position significantly.
In addition to Cui Chenlong, Jingshun Great Wall new energy managed by Yang Ruiwen of Jingshun great wall and Dongfang new energy vehicle of Li Rui of Dongfang fund are also one of the top ten current shareholders of Shenzhen Senior Technology Material Co.Ltd(300568) top ten. As of the end of the reporting period, Jingshun Great Wall new energy and Dongfang new energy vehicles held 8.08 million shares and 7.46 million shares respectively.
As a lithium battery diaphragm enterprise, the company’s main products are dry diaphragm, wet diaphragm and coated diaphragm. The coated diaphragm is processed by adding ceramic and other coating materials on the base membrane (dry diaphragm and wet diaphragm).
In terms of performance, the company achieved an operating revenue of 1.861 billion yuan in 2021, a year-on-year increase of 92.48%; The net profit was 283 million yuan, a year-on-year increase of 133.49%.
In addition to conducting field research on many public and private investment institutions, such as Boshi fund, Boshi fund and so on. In terms of share price, Shenzhen Senior Technology Material Co.Ltd(300568) last year’s share price rose as much as 94%
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Top flow fund manager invisible heavy position stocks exposed! Cui Chenlong sticks to new energy, and the latest positions of Fu Pengbo and Lin Sen have also come
