As of early December, 68 of the 87 10 billion private placements with revenue data this year had achieved positive revenue
In the context of structural market, the performance of 10 billion private placement this year has been significantly differentiated. Due to the multiple capture of doubled bull stocks, some 10 billion private placement has a significant overall profit-making effect. Data show that 68 10 billion private placement companies have achieved positive returns this year.
performance differentiation is obvious
Near the end of the year, the performance differentiation of 10 billion private placement is obvious. According to the data of the third-party platform, as of the beginning of December, among the 10 billion private placement of stock strategy, the company ranked first had a difference of more than 100 percentage points from the company at the end of the ranking.
Overall, as of the beginning of December, 68 of the 87 10 billion private placements with revenue data this year have achieved positive returns, and the best performing are alluvial assets. Zhengyuan investment, Ruiyang investment, Xuanyuan investment, Jinge Liangrui and Panjing investment have also achieved considerable returns. From a single product point of view, as of early December, the 10 billion private placement products with the highest revenue this year increased by more than 300%, and a total of 223 10 billion private placement products have earned more than 30% this year, of which 11 10 billion private placement products have earned more than 100% this year.
Some 10 billion private placement temporarily “fell behind”. As of early December, a total of 19 10 billion private placements had negative performance this year, of which 6 had lost more than 10% this year, and Rongkui investment and Tongyu investment ranked lower. From a single product point of view, two products of tairun Haiji have fallen by more than 30% this year, and many products of well-known private placement Dongfang harbor and Shiva investment have fallen by more than 20%.
reaped multiple doubled bull stocks
Despite the rapid rotation of the market style, some 10 billion private placement still stepped on the rhythm and accurately doubled the bull stocks. The data show that 11 10 billion private placement companies, including Gaoyi assets, Tongyi investment, alluvial assets, Liren investment and Panjing investment, have doubled their bull stocks.
Ten billion private placement funds under Panjing investment captured Ningbo Tuopu Group Co.Ltd(601689) and Shenzhen Sinexcel Electric Co.Ltd(300693) two new energy concept stocks. Shengxin phase 2 fund under Panjing investment entered the top ten circulating shareholders of Ningbo Tuopu Group Co.Ltd(601689) in the second quarter, holding 5.23 million shares, and continued to increase its position to 7.6 million shares in the third quarter. Since the fourth quarter, Ningbo Tuopu Group Co.Ltd(601689) share price has risen rapidly and nearly doubled in just two months. Wenheng fund under Panjing investment entered the top ten circulating shareholders of Shenzhen Sinexcel Electric Co.Ltd(300693) in the second quarter, holding 556700 shares, which increased by more than 106% in the third quarter.
Tongyi investment is betting on another double Bull Stock Qingdao Gaoce Technology Co.Ltd(688556) , which has increased by more than 131% this year. Tongyi investment’s Tongyi lime fund intervened when the share price was relatively low in the second quarter of this year and entered the ranks of Qingdao Gaoce Technology Co.Ltd(688556) top ten circulating shareholders. Subsequently, the stock rose sharply, with a total increase of 112.49% in the third quarter. At the end of the third quarter, Tongyi investment did not appear in the list of the top ten circulating shareholders of Qingdao Gaoce Technology Co.Ltd(688556) , but the institution did not necessarily sell the stock. Tongyi investment may be squeezed out of the top ten circulating shareholders due to the large-scale increase of holdings by several public funds and private institutions.
In addition, the “alluvial positive growth No. 1” of 10 billion private placement alluvial assets was pledged to double the stock st Dexin in the fourth quarter, the “jiujixinrui bond gain No. 1” and “jiujiyou bond No. 1” of 10 billion private placement duration investment were pledged to be Wencan Group Co.Ltd(603348) , and the “Yingshui Feilong No. 12” of Yingshui investment was pledged to be Mianyang Fulin Precision Co.Ltd(300432) in the third quarter, “Gaoyi Linshan No. 1 Yuanwang” managed by Feng Liu of Gaoyi assets was pledged in Shandong Shida Shenghua Chemical Group Company Limite(603026) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) in the second quarter. The stocks favored by these 10 billion private equity institutions are the star varieties of this year’s A-share market.
(China Securities Journal)
