Institutional funds rush to raise auto stocks dragon and tiger list institutional rush to raise stocks exposed

The dragon and tiger list shows that institutional funds have bought a total of 60 shares since December, of which 6 shares have been bought by institutional funds of more than 100 million yuan.

the abandonment amount of China Mobile reached a new high of A-Shares

On Monday, China Mobile announced the IPO results. Online investors abandoned nearly 13 million shares, with an amount of 743 million yuan, and offline investors abandoned 220000 shares, with an amount of 12.7049 million yuan. The total amount of abandoned shares reached nearly 756 million yuan, exceeding Postal Savings Bank Of China Co.Ltd(601658) 615 million yuan. The amount of abandoned shares set a new record for a shares.

Based on 1000 shares per winning lot, online winning lot abandonment reached 12900 people . In terms of the number of shares abandoned, China Mobile is the fifth new share that has surrendered more than 10 million shares, and the first four are Postal Savings Bank Of China Co.Ltd(601658) , China Telecom Corporation Limited(601728) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Beijing-Shanghai High Speed Railway Co.Ltd(601816) . However, as China Mobile is the largest IPO of A-Shares in recent 10 years, the number of online issuance reached 436 million shares (after the callback mechanism was launched), and the abandonment rate of China Mobile was 2.98%.

It is worth noting that offline investors who abandoned the purchase of new shares of China Mobile include two public fund products of Bohai Huijin securities, Tibet Haihan Transportation Development Co., Ltd., Foshan Shunde Dymatic Chemicals Inc(002054) Group Co., Ltd., a private product of Shenzhen Yihu Investment Management Co., Ltd., and three natural persons.

10x Huawei auto Bull Stock diving

company response: there is no change in cooperation with Huawei

Recently, the shareholders of Huawei auto concept Bull Stock Chongqing Sokon Industry Group Stock Co.Ltd(601127) are a little uncomfortable. After the share price fell by nearly 8% last Thursday, the share price fell by the limit last Friday. On Monday, the share price fell by 9% again, and the share price fell by 24% in the past three trading days.

In the face of significant changes in these three days, Chongqing Sokon Industry Group Stock Co.Ltd(601127) said on the investor interaction platform yesterday that the comprehensive and in-depth strategic cooperation relationship between company and Huawei has not changed. the two sides have conducted in-depth cross-border cooperation to give full play to their respective advantages in the whole value chain from new vehicle production and manufacturing to user vehicles, and are committed to providing consumers with better products and travel experience.

Yesterday, the company also announced the change that the company, controlling shareholders and actual controllers did not have major matters that should be disclosed but not disclosed, including but not limited to major asset restructuring, acquisition of listed companies, debt restructuring, business restructuring, asset stripping and asset injection.

It is noteworthy that on December 23 (i.e. last Thursday), Huawei launched its second model, AITO Q & J M5, in cooperation with Xiaokang xilis. In addition to adopting the new AITO brand, the cooperation between the two has also been further deepened. AITO brand is another attack after the setback of Huawei’s first cooperation with Xiaokang. However, the capital market is obviously not optimistic about this, at least not optimistic about Chongqing Sokon Industry Group Stock Co.Ltd(601127) in a passive state. After the press conference of on December 23, Chongqing Sokon Industry Group Stock Co.Ltd(601127) shares fell sharply for three consecutive days, with a cumulative evaporated market value of more than 25 billion yuan.

In addition to cooperation with Huawei, the newly released cars are not favored by the capital market. Today (December 28), Chongqing Sokon Industry Group Stock Co.Ltd(601127) there are more than 56 million restricted shares lifted, with a market value of nearly 3.2 billion yuan. the shares lifted this time are the fixed increase restricted shares on June 30 this year, with a fixed increase price of 46 yuan. Based on the latest closing price yesterday, the latest floating profit of the fixed increase shareholders lifted today is nearly 25% , based on the amount, the total floating profit of the fixed increase shareholders for half a year is 645 million yuan . These lifted shares have greatly suppressed the recent share price of Chongqing Sokon Industry Group Stock Co.Ltd(601127) .

Since the in-depth cooperation with Huawei, the share price of Chongqing Sokon Industry Group Stock Co.Ltd(601127) has soared all the way. The share price has soared from more than 7 yuan last year to more than 80 yuan, an increase of more than 10 times, and the market value has also risen to 110 billion yuan, almost similar to the market value of Chongqing Changan Automobile Company Limited(000625) .

listed companies publicly express strong indignation and condemnation against their subsidiaries

On December 27, Shanghai Kehua Bio-Engineering Co.Ltd(002022) announced that the company holds 62% of the equity of Tianlong company according to law and is the controlling shareholder of Tianlong company. Tianlong company made it clear that it was unable to cooperate with Shanghai Kehua Bio-Engineering Co.Ltd(002022) pre-trial accounting statements and subsequent audit work on the grounds that there was a risk of leakage of trade secrets in opening financial data to the company.

The company believes that the so-called “reasons” put forward by Tianlong in the audit response letter are completely lack of factual and legal basis! The company expresses its strongest indignation and condemnation for the behavior of some directors and senior managers of Tianlong company, such as Li Ming, who ignore the rules of the securities market and the requirements of the company’s standardized operation and ignore the interests of listed companies and their minority shareholders!

Shanghai Kehua Bio-Engineering Co.Ltd(002022) said that a series of measures will continue to be taken to promote the proper settlement of the audit of Tianlong’s financial report in 2021. Including requiring the management of Tianlong company to fully implement the resolutions of the board of directors; Continue to actively exercise the management rights of listed companies over holding subsidiaries; Continue to actively communicate with competent departments at all levels and obtain the support and help of relevant competent departments.

Previously, some directors and executives of Tianlong had disputes with Shanghai Kehua Bio-Engineering Co.Ltd(002022) and also involved an arbitration case involving an amount of 10.5 billion yuan. The announcement shows that Shanghai Kehua Bio-Engineering Co.Ltd(002022) signed the investment agreement with Tianlong company and invested RMB 5.54 in Tianlong company to obtain 62% of the equity of Tianlong company. In 2021, the former shareholders of Tianlong company have the right to require Shanghai Kehua Bio-Engineering Co.Ltd(002022) to transfer the remaining equity at the price of 25 times of non net profit in 2020. In 2020, with the outbreak of the epidemic, Tianlong’s business revenue related to nucleic acid detection increased significantly, and the remaining 38% equity price was pushed to RMB 10.504 billion, much higher than the minimum of RMB 900 million when the investment agreement was signed.

On July 14 this year, Shanghai Kehua Bio-Engineering Co.Ltd(002022) announced that the former shareholders of Tianlong company insisted that Shanghai Kehua Bio-Engineering Co.Ltd(002022) continue to transfer the remaining 38% equity of the subject company at a price of about 10.5 billion yuan, and submitted an arbitration request to the court. Shanghai Kehua Bio-Engineering Co.Ltd(002022) believes that the explosive growth of Tianlong’s revenue and profit in 2020 due to the impact of objective factors such as covid-19 pneumonia epidemic has obviously constituted the “change of circumstances” stipulated by law. As the adversely affected party, the company has the right to request re negotiation and put forward a counterclaim for arbitration according to law. At present, the arbitration case is still in progress.

institutional funds rush to raise auto stocks

According to the statistics of securities times · databao, institutions have appeared on the dragon and tiger list of 137 stocks in the past seven trading days. According to the disclosure, there is a small amount of net outflow of institutional funds in recent transactions, totaling 1.44 billion yuan. Statistics show that since December, institutional funds have net purchased 60 shares, of which 6 shares have been net purchased by institutional funds of more than 100 million yuan, including Shanghai Baolong Automotive Corporation(603197) , Shenergy Company Limited(600642) , Suzhou Sonavox Electronics Co.Ltd(688533) , Shanghai Yanpu Metal Products Co.Ltd(605128) , Cecep Solar Energy Co.Ltd(000591) , Aba Chemicals Corporation(300261) .

Shanghai Baolong Automotive Corporation(603197) recently obtained the highest net purchase of institutional funds. The Dragon Tiger list of individual stocks disclosed on December 23 that a total of four institutional seats were on the list, with a total net purchase of RMB 229 million. The company’s recent share price fluctuated greatly. It rose the limit for two consecutive days last week, retreating 9.28% in the past two trading days. The scale of the company’s automotive sensors is leading in China, benefiting from the concept of automatic driving. Recently, shareholders have risen rapidly.

Shenergy Company Limited(600642) on December 17, the dragon and tiger list disclosed that the company obtained two institutional special seats to buy and one institutional special seat to sell, with a total net purchase of 191 million yuan. The company recently said on the investor Q & a platform that the company has actively accelerated the cultivation of emerging power business. At present, it has completed a series of performance tests and system joint commissioning of the three foreign thermal power projects, and made a breakthrough in the development of user side energy storage projects. With the support of the energy storage concept, Shenergy Company Limited(600642) has increased by 25.97% this month.

From the market point of view, the net stocks bought by institutions this month generally rose more or fell less, and 20 stocks rose by more than 30%. Andon Health Co.Ltd(002432) is among the top gainers this month, with a cumulative increase of 123.47% since the beginning of the month. 10 trading boards have been harvested this month, making it one of the most powerful stocks in addition to new shares in the near future. The company was recently sent a letter of concern by the Shenzhen Stock Exchange, asking the company to explain whether it violated the letter Phi specification, used the interactive easy platform to cater to market hot spots and hyped the company’s share price.

In terms of the industry, the automobile industry has been favored by institutional funds recently, with a total net purchase of 374 million yuan. Other purchases ranked first in public utilities, medicine and biology, and non bank finance. The mining and chemical industries were sold the most by institutions, with 602 million yuan respectively. While reducing the positions of cyclical stocks, institutional funds continue to increase their positions in the direction of carbon neutrality and finance.

two funds buy these shares at the same time

According to the statistics of data treasure, in recent two weeks, funds going north appeared on the dragon and tiger list of 25 stocks, with a total net purchase of 185 million yuan. In terms of net purchase amount, Goertek Inc(002241) received a large net inflow of funds going north, totaling RMB 454 million. Other net purchases ranked first among Yankuang energy, Cecep Solar Energy Co.Ltd(000591) , Jilin Electric Power Co.Ltd(000875) .

The share price of Goertek Inc(002241) broke the historical record again this month, and then the chairman reduced 0.97% of the total share capital of the company through block trading, followed by the limit on Monday. After hours data showed that four institutions fled Goertek Inc(002241) on the day of the limit, while the northbound funds bought a net 454 million yuan on the same day.

According to the statistics of data treasure, according to the data disclosed in the dragon and tiger list, only four shares were net purchased by two funds at the same time this month, namely Cecep Solar Energy Co.Ltd(000591) , Moon Environment Technology Co.Ltd(000811) , Shenzhen Desay Battery Technology Co.Ltd(000049) , Shandong Xinhua Pharmaceutical Company Limited(000756) .

main dynamic

List of industries and individual stocks with a net sales of more than 10 billion in which northbound funds escaped for four consecutive days (list)

The stock price fluctuates sharply, but the new energy industry chain remains hot. This company has attracted more than 200 institutions for research!

This kind of investment is on fire! Nearly 80% of the public raised 120 billion yuan to make money!

Disclosure of the latest list of financing customers and key positions of funds going north

 

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(data treasure)

 

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