Since the end of last year, the A-share market has accelerated adjustment. In this context, the importance of observing the operation ideas of top flow fund managers is highlighted. Through the position change, investors can better grasp the judgment of “top flow” on some current industries. At the same time, in the process of market adjustment, the change of position direction of “top flow” may also bring some enlightenment to the market.
Zhu Shaoxing is paying attention to the intelligent track
As an investment veteran in the public offering sector, facing the adjustment of the current market, Zhu Shaoxing made an obvious adjustment to his position in the fourth quarter of last year. From the latest action, he paid particular attention to the intelligent track.
On March 9, Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) disclosed the financial report of 2021, and Zhu Shaoxing appeared in the list of the top ten shareholders. Fuguo Tianhui selected growth hybrid fund managed by Zhu Shaoxing has newly become the top ten shareholders of the company. By the end of 2021, the fund held 8.5318 million shares of the company, with a market value of 137 million yuan, ranking the sixth largest circulating shareholder.
Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) is a well-known enterprise in the field of national intelligent packaging equipment system. In 2021, the packaging equipment industry where the company is located developed well, and the demand of downstream consumer goods industry represented by food increased rapidly, especially the liquid food industry. In addition to the packaging equipment demand caused by the rapid change of liquid food packaging type, the packaging upgrading demand caused by the improvement of liquid food quality, Jointly promote the rapid development of the company’s business.
The company’s revenue in 2021 was 2.707 billion yuan, a year-on-year increase of 34.02%, and the net profit attributable to the parent company was 261 million yuan, a year-on-year increase of 53.05%. According to Northeast Securities Co.Ltd(000686) research, with the gradual implementation of the company’s new production capacity and the downstream demand is still good, the company’s order receiving situation remains good. Looking forward to 2022, the company expects more gains in the milk, beverages and Baijiu areas, which are mainly focused on the previous layout, and gradually enters the harvest period.
In addition, the intelligent controller leader Shenzhen H&T Intelligent Control Co.Ltd(002402) is also favored by Zhu Shaoxing. During the fourth quarter, the Wells Fargo Tianhui selected growth hybrid fund managed by Zhu Shaoxing increased its position by Shenzhen H&T Intelligent Control Co.Ltd(002402) 10804500 shares, held 278045 million shares at the end of the period, and the market value of its position reached 763 million yuan.
Zhu Shaoxing has held Shenzhen H&T Intelligent Control Co.Ltd(002402) for one year. In the first quarter of last year, the Wells Fargo Tianhui selected growth hybrid fund managed by Zhu Shaoxing held positions for the first time. In the second quarter, he increased his positions by 5.317 million shares and reduced his holdings by 30900 shares in the third quarter. However, he significantly increased his positions in the fourth quarter.
Zhou Weiwen is optimistic about tourism recovery
Under the influence of the epidemic, tourism, catering, hotels and other service industries have been greatly impacted. However, with the effective control of the epidemic and strong support at the policy level, many institutions expect the tourism industry, especially long-term tourism, to usher in a recovery.
In this context, Zhou Weiwen, a China Europe Fund Manager known for his value style, increased the allocation of tourism stocks. On March 8, Lijiang Yulong Tourism Co.Ltd(002033) disclosed the financial report of 2021. Three funds managed by Zhou Weiwen, namely, China Europe selected flexible allocation regular open hybrid securities investment fund, China Europe insight one-year holding hybrid securities investment fund and China Europe new blue chip flexible allocation hybrid securities investment fund, appeared in the list of the top ten circulating shareholders of the company, It holds Lijiang Yulong Tourism Co.Ltd(002033) 32056100 shares in total, with a total market value of 199 million yuan.
Among them, China Europe insight one-year holding hybrid securities investment fund held Lijiang Yulong Tourism Co.Ltd(002033) for the first time in the fourth quarter of last year. China Europe selected flexible allocation, regularly opened hybrid sponsored securities investment fund and China Europe new blue chip flexible allocation hybrid securities investment fund held Lijiang Yulong Tourism Co.Ltd(002033) earlier and became the top ten circulating shareholders of the company in the first quarter of last year.
Lijiang Yulong Tourism Co.Ltd(002033) is the earliest enterprise engaged in tourism development and operation in Lijiang, Yunnan, mainly engaged in cableway transportation, impression performance, hotel operation, etc.
Under the repeated epidemic, the company lost performance in 2021. In the whole year of 2021, the company achieved a revenue of 358 million yuan, a year-on-year decrease of 16.87%, less than 50% compared with the recovery before the epidemic, and realized a net profit loss of 378032 million yuan, a year-on-year decrease of 153.63%.
Guosen Securities Co.Ltd(002736) research shows that the profit performance of Lijiang Yulong Tourism Co.Ltd(002033) 2021 is not as good as that of 2020, which is mainly due to the repeated epidemic in the second half of last year and the opening of Diqing Shambala new project. Since this year, the epidemic has been repeated, and it still has an adverse impact on the company’s operation in the short term. However, on the one hand, the introduction of policies such as rescue policies related to the service industry is favorable. On the other hand, with the strengthening of precise prevention and control, the future epidemic prevention and control still does not rule out the gradual marginal relaxation, and the recovery is still expected.
Xie Zhiyu continued to pay attention to pharmaceutical stocks
Xie Zhiyu has been concerned about pharmaceutical stocks for some time, but what he buys is not the mainstream of the market, but Apeloa Pharmaceutical Co.Ltd(000739) and other medium-sized API enterprises.
On March 10, Apeloa Pharmaceutical Co.Ltd(000739) disclosed the financial report of 2021, and Xie Zhiyu’s position dynamics were revealed. Xingquan Herun and Xingquan Heyi managed by Xie Zhiyu appeared in the list of the top ten circulating shareholders. The fund’s four seasons report previously disclosed by Xingquan Herun showed the dynamics of Apeloa Pharmaceutical Co.Ltd(000739) positions, with an increase of 1077100 yuan in the fourth quarter.
However, Xingquan Heyi’s position Apeloa Pharmaceutical Co.Ltd(000739) did not meet the disclosure standard, and the specific position of the fund is unknown. In the annual report of the listed company, the fund entered the list of the top ten circulating shareholders, and the position dynamics were revealed.
According to the data, Xingquan Heyi reduced Apeloa Pharmaceutical Co.Ltd(000739) 787800 shares during the fourth quarter, held 20368900 shares at the end of the period, with a market value of 715 million yuan, ranking the eighth largest circulating shareholder.
It is worth mentioning that in the third quarter of last year, Xingquan Herun and Xingquan Heyi managed by Xie Zhiyu reduced Apeloa Pharmaceutical Co.Ltd(000739) shares, Xingquan Herun reduced 4074000 shares and Xingquan Heyi reduced 10556900 shares. During the fourth quarter, Xingquan Herun increased its holdings, while Xingquan Heyi reduced its holdings. Between one increase and one decrease, Xie Zhiyu’s fund products generally held Apeloa Pharmaceutical Co.Ltd(000739) changed little in the fourth quarter.
Apeloa Pharmaceutical Co.Ltd(000739) is a large comprehensive pharmaceutical enterprise integrating research, development and production of APIs, preparations and pharmaceutical intermediates. The company’s operating revenue in 2021 was about 8.943 billion yuan, a year-on-year increase of 13.49%; The net profit attributable to shareholders of listed companies was about 956 million yuan, a year-on-year increase of 17%.
The company said that the cdmo business maintained rapid growth in 2021, and the API business recovered well and remained stable as a whole. Both businesses were in line with expectations. The preparation business was slightly affected and the recovery was slower. The company’s metoprolol project was affected by the epidemic, and the FDA audit has been delayed. In addition, the prices of raw materials increased significantly from early September to October. The company adjusted the pricing strategy of some products in time and was accepted by customers. The operating revenue in the fourth quarter reached a record high
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