the so-called “invisible heavy position stocks” refers to that the fund does not enter the top ten heavy position stocks in the quarterly report of the fund, but the fund has entered the top ten circulating shareholders of the company in the performance report of the listed company
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.
According to the annual report, Feng Liu is still in love with Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , and has been adding positions since 2020. The stock has risen nearly 30% since the end of 2021.
At present, the “invisible heavy positions” of Li Xiaoxing, Feng Mingyuan and Zhao Yi are individual stocks in the new energy industry chain. Among them, Li Xiaoxing newly entered Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Feng Mingyuan newly entered Shenzhen Xfh Technology Co.Ltd(300890) , reduced Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) , and Zhao Yi reduced Jiangsu Xinquan Automotive Trim Co.Ltd(603179) .
According to insiders, although more than two months have passed since the end of the annual report, it is difficult to completely adjust positions in a short time due to the large management scale of top flow fund managers. Therefore, the “hidden heavy positions” disclosed in the annual report still has a certain reference value.
Feng Liu’s “long love” in Jiangsu Kanion Pharmaceutical Co.Ltd(600557)
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 been the new top ten circulating shareholders of the stock since 2020, and has increased its positions all the way since. By the time of the semi annual report of 2021, gaoyilinshan No. 1 Yuanwang fund was ranked as the third largest circulating shareholder of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) 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. However, the stock continued to fluctuate since Feng Liu entered the market, falling by 25.36% from July 1, 2020 to March 31, 2021. During this period, Feng Liu continued to increase his position. From April 1, 2021 to the end of 2021, Feng Liu no longer increased his position and held it stably. The stock rose 17.81% in the range. However, since mid December 2021, the share price of the stock has risen from 10.28 yuan / share at the close on December 10 to the latest 13.08 yuan / share, up 28.61%.
Li Xiaoxing Xinjin Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390)
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) 2021 annual report shows that Yinhua Xinyi flexible allocation hybrid fund managed by Li Xiaoxing has newly added the seventh largest circulating shareholder of the stock. According to the report, 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, but 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. The latest report of the stock is 73.59 yuan / share.
Feng Mingyuan Xinjin Shenzhen Xfh Technology Co.Ltd(300890) reduction Jiangsu Jiuwu Hi-Tech Co.Ltd(300631)
Shenzhen Xfh Technology Co.Ltd(300890) 2021 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, the stock price has rebounded, with the latest report of 54.72 yuan / share.
Xinda’ao silversmith Xinzhen, managed by Feng Mingyuan, held the fund for two years, which appeared in the top ten circulating shareholders of Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) 2021 annual report. The annual report shows that the fund held 1552400 shares at the end of 2021, with a reduction of 545000 shares compared with the end of the third quarter.
Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) is a leading enterprise in the field of ceramic membrane in the membrane industry. The annual report shows that affected by the rising cost of raw materials and labor costs, Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) will increase income but not profit in 2021. The share price of this stock once fell to 33.04 yuan / share from the high of 53.59 yuan / share at the end of November 2021, and the latest report is 36.33 yuan / share.
Zhao Yi’s shareholding reduction Jiangsu Xinquan Automotive Trim Co.Ltd(603179)
On March 1, Jiangsu Xinquan Automotive Trim Co.Ltd(603179) released the annual report for 2021. Among the top ten circulating shareholders disclosed in the report, the ABC Huili new energy themed hybrid fund managed by Zhao Yi appeared, ranking the sixth largest circulating shareholder.
At the end of the fourth quarter of 2021, the ABC Huili new energy themed hybrid fund managed by Zhao Yi held 9.1418 million shares, a decrease of 5.9423 million shares compared with the third quarter of 2021.
Jiangsu Xinquan Automotive Trim Co.Ltd(603179) is a leading enterprise in the field of automotive interior and exterior decoration, and also a new energy industry chain stock. The stock began to fluctuate upward since the end of the third quarter of 2021, with a maximum of nearly 49 yuan / share at the beginning of 2022. Subsequently, the unit continued to adjust, with the latest report of 36.66 yuan / share
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