As of March 5, 77 listed companies have disclosed their annual reports for 2021, and a number of “invisible heavy positions” of top flow fund managers have surfaced.
The so-called “invisible heavy position shares” means that the fund does not enter the top ten heavy position shares in the quarterly report of the fund, while the fund has entered the top ten circulating shareholders in the performance report of listed companies. According to the annual report, Feng Liu is still in love with Jiangsu Kanion Pharmaceutical Co.Ltd(600557) . Since 2020, the mid-term report has continuously increased its positions, and the stock has increased by nearly 30% since the end of 2021; Since the end of 2021, new energy stocks have continued to callback, and Li Xiaoxing and Feng Mingyuan have entered Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) and Shenzhen Xfh Technology Co.Ltd(300890) , respectively.
Insiders revealed that although the annual report data has been more than three months away, it is difficult to completely adjust positions in a short time due to the large management scale of top flow fund managers. Therefore, the “invisible heavy positions” disclosed in the annual report still has a certain reference value.
Feng Liu Changqing shares in traditional Chinese Medicine
In the 2021 annual report disclosed by Jiangsu Kanion Pharmaceutical Co.Ltd(600557) on March 4, gaoyilinshan No. 1 Yuanwang fund managed by Feng Liu continued to be the third largest circulating shareholder of the stock.
The fund managed by Feng Liu has added the top ten circulating shareholders of the stock since the mid-2020 report, and has increased its positions all the way since. By the mid-2021 report time, gaoyilinshan No. 1 Yuanwang fund ranks as Jiangsu Kanion Pharmaceutical Co.Ltd(600557) the third largest circulating shareholder, and the number of shares held has not changed since then. As of the 2021 annual report, Gao yilinshan No. 1 Yuanwang fund held a total of 23.5 million shares of this stock, with a market value of 288 million yuan.
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) is a large traditional Chinese medicine enterprise integrating R & D, production and trade of traditional Chinese medicine. It is worth noting that the stock has continued to fluctuate since Feng Liu entered, falling by 25.36% from July 1, 2020 to March 31, 2021, during which Feng Liu continued to increase his position. From April 1, 2021 to the end of 2021, Feng Liu no longer increased his position. After holding it stably, the stock rose 17.81% in the range. However, the larger increase began in mid December 2021. As of the closing on March 4, 2022, the share price of the stock rose to 13.08 yuan / share from 10.17 yuan / share at the closing on December 9, 2021, an increase of 28.61%.
low profile new energy stocks
On February 8, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) disclosed in the annual report of 2021 that Yinhua Xinyi flexible allocation hybrid fund managed by Li Xiaoxing has newly added the seventh largest circulating shareholder of the stock.
the Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) annual report shows that Li Xiaoxing newly purchased 5.695 million shares in the fourth quarter of 2021, with a market value of 454 million yuan. Public information shows that Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) is a provider of electrostatic and micro pollution prevention and control solutions, and its subsidiary Tianyi lithium is engaged in lithium battery and lithium ore business. In early March, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) said on the investor interaction platform that at present, the phase II 25000 ton battery grade lithium hydroxide project is in the stage of commissioning and trial production, and qualified products have been produced.
On September 10, 2021, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) share price continued to callback from the high of 137.6 yuan / share, and once fell to 62.74 yuan / share on January 20, 2022. Since then, the stock has rebounded all the way to 91.17 yuan / share. As of March 4, the stock closed at 73.59 yuan / share.
the Shenzhen Xfh Technology Co.Ltd(300890) annual report shows that Cinda Aoyin new energy industry stock fund managed by Feng Mingyuan ranks the seventh largest circulating shareholder of the stock. Feng Mingyuan bought 1533500 new shares of the stock in the fourth quarter of 2021, with a market value of 94.82 million yuan.
Shenzhen Xfh Technology Co.Ltd(300890) is an enterprise engaged in R & D, production and sales of cathode materials for lithium ion batteries. Like most new energy stocks, the share price of the stock was adjusted back from the high 88.56 yuan / share to the lowest 47.22 yuan / share in early December 2021. Since the end of January 2022, the stock price has rebounded. As of the closing on March 4, the stock closed at 54.72 yuan / share.
