With the disclosure of annual reports of listed companies, a number of “invisible” heavy positions of star fund managers have also been exposed. For example, Yang Ruiwen’s “glass fiber products enterprise” Chongqing Zaisheng Technology Co.Ltd(603601) , Xie Zhiyu’s adherence to the “API export leader” Apeloa Pharmaceutical Co.Ltd(000739) , Zhu Shaoxing’s new “packaging machinery leader” Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) , Zhou Weiwen’s “regional tourism leader” Lijiang Yulong Tourism Co.Ltd(002033) , etc.
Xie Zhiyu adheres to the “leading API export” Apeloa Pharmaceutical Co.Ltd(000739)
On March 10, Apeloa Pharmaceutical Co.Ltd(000739) released the annual report for 2021, which showed that Xingquan Heyi, managed by Xie Zhiyu, reduced its holdings of 1077100 shares in the fourth quarter. During the four seasons, the total market value of Heyu Yixing fund increased by 1.7 billion yuan, while the total market value of Heyu Yixing fund decreased by 1.7 billion yuan.
It is worth noting that in the third quarter of last year, Xie Zhiyu significantly reduced his holdings of Apeloa Pharmaceutical Co.Ltd(000739) , among which Xingquan Herun reduced its holdings of 4074000 shares and Xingquan Heyi reduced its holdings of 10556900 shares.
Public information shows that Apeloa Pharmaceutical Co.Ltd(000739) is a large comprehensive pharmaceutical enterprise integrating API intermediates, contract R & D and production (cdmo), preparation R & D and production operation and import and export trade. It is a national key high-tech enterprise and a key enterprise in the pharmaceutical industry in Zhejiang Province.
Apeloa Pharmaceutical Co.Ltd(000739) 2021 annual report shows that during the reporting period, the operating revenue was 8.943 billion yuan, a year-on-year increase of 13.49%; The net profit attributable to shareholders of listed companies was 956 million yuan, a year-on-year increase of 17%.
In terms of share price, Apeloa Pharmaceutical Co.Ltd(000739) rose by 51.90% in the whole year last year.
Yang Ruiwen “glass fiber products enterprise” Chongqing Zaisheng Technology Co.Ltd(603601)
On March 10, Chongqing Zaisheng Technology Co.Ltd(603601) released its 2021 annual report, which showed that the environmental protection advantages of Jingshun great wall and Jingshun Changcheng preferred managed by Yang Ruiwen increased Chongqing Zaisheng Technology Co.Ltd(603601) 1047500 shares and 644900 shares respectively, with a market value of 152 million yuan and 121 million yuan respectively at the end of the period.
The reporter noted that starting from the mid-term report and the third quarterly report in 2020, Jingshun Great Wall’s environmental protection advantages and Jingshun Changcheng preferred to successively “new” the top ten mobile shareholders. Since then, they have increased their holdings all the way and decreased their holdings slightly in the third quarter of last year.
Public information shows that Chongqing Zaisheng Technology Co.Ltd(603601) since its listing in January 2015, it has continued to focus on the fields of “clean air” and “high efficiency and energy saving”. Through continuous development of application scenarios, its products involve a variety of materials such as low resistance melt blown materials, high efficiency PTFE membranes, micro electrostatic filter materials and chemical filter materials.
the Chongqing Zaisheng Technology Co.Ltd(603601) 2021 annual report shows that last year, the company achieved an operating revenue of 1.62 billion yuan, a year-on-year decrease of 14.04%, and the net profit attributable to the parent company was 249 million yuan, a year-on-year decrease of 30.64%.
This year, the Chongqing Zaisheng Technology Co.Ltd(603601) share price has fallen by 25%.
Zhu Shaoxing’s new “packaging machinery leader” Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901)
On March 9, Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) released its 2021 annual report, which showed that Fuguo Tianhui, managed by Zhu Shaoxing, selected the top ten circulating shareholders of the stock, with a number of 8.5318 million shares and a market value of 137 million yuan, ranking the sixth largest circulating shareholder of the stock.
In addition to the growth of Fuguo Tianhui selection, there are three head public offering products to increase their holdings, such as Xingquan Hetai mixture, harvest value selection and Fuguo low-carbon environmental protection mixture, which increased their holdings of 252192, 4296800 and 878900 shares respectively, accounting for 2.76%, 2.37% and 1.16% of the circulating shares respectively.
Public information shows that the company is a well-known enterprise in the field of national intelligent packaging equipment system and a solution provider of large-scale complete packaging production line in China, providing customers with discrete hybrid intelligent packaging system.
the Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) 2021 annual report shows that the company’s main revenue is 2.707 billion yuan, a year-on-year increase of 34.02%; The net profit attributable to the parent company was 261 million yuan, a year-on-year increase of 53.05%; Deduct non net profit of 222 million yuan, an increase of 54.85% year-on-year;
In terms of share price, Hangzhou Youngsun Intelligent Equipment Co.Ltd(603901) share price rose by 85.91% in the whole year last year.
Zhou Weiwen “regional tourism leader” Lijiang Yulong Tourism Co.Ltd(002033)
On March 8, Lijiang Yulong Tourism Co.Ltd(002033) released its annual report for 2021. According to the report, the flexible allocation of China Europe selected by Zhou Weiwen, the one-year holding period of China Europe insight and the flexible allocation of China Europe new blue chip were ranked as the fifth, sixth and seventh largest circulating shareholders of Lijiang Yulong Tourism Co.Ltd(002033) respectively. The three funds held Lijiang Yulong Tourism Co.Ltd(002033) 32056100 shares in total, with a total market value of 199 million yuan.
Fund Jun noted that since the first quarter of last year, China Europe selected flexible configuration and China Europe new blue chip flexible configuration have entered the top ten circulating shareholders of the company. Since the fourth quarter of last year, China Europe insight has entered the top ten circulating shareholders since it was held in one year.
Public information shows that the company is the first enterprise engaged in tourism development and operation in Lijiang and the only A-share listed company in Lijiang and Northwest Yunnan.
Lijiang Yulong Tourism Co.Ltd(002033) performance report shows that in 2021, the company achieved an operating income of 358 million yuan, a year-on-year decrease of 16.87%, a net loss of 378032 million yuan, a year-on-year profit to loss, a net profit of 704898 million yuan in the same period last year, and a basic earnings per share of -0.07 yuan.
Since last August, Lijiang Yulong Tourism Co.Ltd(002033) share price has had two rounds of performance, with the highest rise to 7.66 yuan / share in mid February this year, with a range increase of 30%.
