December 31 is the last trading day in 2021. 2021 is a year of extreme differentiation of a shares, and the structural market is obvious. Private equity funds that step on the right track undoubtedly make a lot of money. Private equity funds that step on the wrong track have to endure the pain of net worth withdrawal.
According to the statistics of private placement network, 2544 of the 4181 A-share listed companies not listed in 2021 increased positively during the year, accounting for 60.85%, including 299 doubled shares, accounting for 7.15%. In other words, if investors randomly buy a stock at the beginning of the year and hold it until the end of the year, the probability of not losing money is about 60%, and the probability of obtaining more than 100% return is greater than 7%.
For private placement, who will be the most beautiful in 2021? This is undoubtedly Wanshuntong assets and Beixin Ruifeng fund. The two private placements heavily held Andon Health Co.Ltd(002432) in the third quarter, which is 10 times that of 2021. In addition, 31 private placement companies bought double bull stocks.
31 private placement buy double bull stocks
According to the statistics of private placement network, 31 private placements, including Jiukun investment, Gaoyi assets and Tongyi investment, bought bull stocks that doubled during the year. Among them, "Jiukun private enjoyment No. 33" invested by Jiukun increased by 221.12% in the fourth quarter. Jiukun private No. 33 invested by Jiukun became the third largest circulating shareholder of Suzhou Sonavox Electronics Co.Ltd(688533) at the end of the third quarter. The "Jiukun private enjoyment No. 23" invested by Jiukun and the "Tongyi lime" invested by Tongyi once bet on the doubled shares Qingdao Gaoce Technology Co.Ltd(688556) in the third quarter.
The data show that the zhuoye No. 1 fund of Yunnan zhuoye investment has bet on Shede Spirits Co.Ltd(600702) . It is understood that the data disclosed by Yunnan zhuoye investment on September 30, 2020 showed that it held 9 million shares Shede Spirits Co.Ltd(600702) . Later, with the rise of the company's share price, the private placement also began to reduce its holdings. In the data disclosed on December 31, 2020, the private placement reduced its holdings by 500000 shares; As of the third quarterly report of 2021, the private equity fund holds 6.8 million shares Shede Spirits Co.Ltd(600702) . In terms of stock price performance, Shede Spirits Co.Ltd(600702) since 2021, as of December 30, the company's stock price has increased by about 168%.
In the data disclosed on Hainan Drinda Automotive Trim Co.Ltd(002865) December 31, 2020, Hangzhou jiuying assets - jiuying value selection No. 1 private securities investment fund newly holds 1026400 shares. As the company's share price rose, the private equity fund increased its positions all the way. As of the third quarterly report of 2021, the data showed that the private equity product held Hainan Drinda Automotive Trim Co.Ltd(002865) 2723300 shares. Since 2021, as of December 30, the company's share price has increased by about 290%.
In the annual report of Hangzhou Chang Chuan Technology Co.Ltd(300604) disclosed on December 31, 2020, Renhao value discovery No. 1, a subsidiary of Shanghai Renhao investment, held Hangzhou Chang Chuan Technology Co.Ltd(300604) 3418100 shares. As of the third quarterly report of 2021, the data showed that the private placement increased its holdings all the way and held 9.369 million shares at the end of the period. From the performance of the company's share price, Hangzhou Chang Chuan Technology Co.Ltd(300604) share price has increased by about 270% as of December 30, 2021.
From the positions disclosed by Listed Companies in the third quarter, alluvial positive growth No. 1 private securities investment fund under Shanghai alluvial Asset Management Center (limited partnership) held Delixi Xinjiang Transportation Co.Ltd(603032) 909700 shares in the third quarter, which was a new advance in the current quarter. In terms of Delixi Xinjiang Transportation Co.Ltd(603032) share price, the company is the most expensive st share. Since 2021, as of December 30, the share price has increased by more than 440%.
Many bull stocks have been born in the structural market since 2021, and Fujian Nebula Electronics.Ltd(300648) in the energy storage sector must be mentioned. On August 20, 2020, the cumulative holding ratio of Fujian Nebula Electronics.Ltd(300648) of 16 private equity funds under Shanghai NaNTU asset management exceeded 5%. According to the data disclosed on September 30, 2020, three new products of Shanghai NaNTU assets held Fujian Nebula Electronics.Ltd(300648) 3588900 shares in total, and then NaNTU assets increased its holdings all the way. By the end of the second quarter of 2021, four products of Shanghai NaNTU assets had appeared among the top ten circulating shareholders of Fujian Nebula Electronics.Ltd(300648) , holding a total of 4587300 shares. In terms of stock price performance, Fujian Nebula Electronics.Ltd(300648) stock price started from 30 yuan and soared to 82 yuan in more than a month.
In addition, there are Nanjing Chervon Auto Precision Technology Co.Ltd(603982) held by new vitality capital, Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) held by Pan Yao assets, Hoshine Silicon Industry Co.Ltd(603260) held by Qianhong Jiusheng assets, Shenzhen Sinexcel Electric Co.Ltd(300693) held by Panjing investment, Guizhou Chanhen Chemical Corporation(002895) held by Chi Tai assets, Mianyang Fulin Precision Co.Ltd(300432) held by Yingshui investment, Tianjin Guangyu Development Co.Ltd(000537) and Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) held by Tongyi investment, Shanghai Fullhan Microelectronics Co.Ltd(300613) held by Pan Hou momentum, and Shandong Shida Shenghua Chemical Group Company Limite(603026) held by China Europe Ruibo The Wencan Group Co.Ltd(603348) held by long-term investment and Yingkou Jinchen Machinery Co.Ltd(603396) held by evolutionary assets once made private equity funds make a lot of money because of the sharp rise in stock prices during the year.
Andon Health Co.Ltd(002432) the highest intraday price is 59 yuan
For private placement, who will be the most beautiful in 2021? There is no doubt that Wanshuntong assets and Beixin Ruifeng fund, which bet heavily on Andon Health Co.Ltd(002432) before the stock price took off. The market of Andon Health Co.Ltd(002432) was launched on November 11. As of December 31, the highest intraday price was 59 yuan, which completed 10 times the stock myth in just over a month.
It is worth noting that Beixin Ruifeng Fund - Tibet trust - Yunding No. 22 single fund trust - Beixin Ruifeng fund Bairui No. 143 single asset management plan newly held Andon Health Co.Ltd(002432) 1971 million shares in the third quarter of 2021. Based on the closing price of 6.69 yuan on September 30, the market value of Beixin Ruifeng fund is 131.8 million yuan. According to the highest intraday price of 59 yuan on Andon Health Co.Ltd(002432) December 31, the market value of Beixin Ruifeng fund has reached 1.163 billion yuan. If it is sold at the highest point, the company may earn more than 1 billion yuan.
In addition, Shenzhen Wanshuntong Asset Management Co., Ltd. - Wanshuntong No. 11 private securities investment fund newly held Andon Health Co.Ltd(002432) 11431500 shares in the third quarterly report of 2021. If calculated at the closing price of 6.69 yuan on September 30, the market value of Wanshuntong assets is 76.476 million yuan. Similarly, if the highest intraday price on Andon Health Co.Ltd(002432) December 31 was 59 yuan, the market value of Wanshuntong assets reached 674.4 million yuan, making a sudden profit of nearly 600 million yuan.
Andon Health Co.Ltd(002432) the investor relations activity record released on December 30, 2021 shows that FDA has detailed requirements for product authorization, and the company provides information for product declaration according to the requirements. It is the ninth company approved for antigen household self-test kit products in the U.S. market. The company said that the company's kits are currently sold in the United States through both C-end and b-end. The sales channels at C-end are the official website of ihealth, the company's U.S. subsidiary, and Amazon's U.S. e-commerce platform. As of December 20, 2021 us time, the sales amount of kit products on Amazon US platform was US $27.27 million, accounting for about 17% of the overall sales amount of the company's kit at that time, and the collection amount was US $656000, mainly because Amazon US platform can confirm the sales and collect the payment only after the unconditional return period has expired.
Liu Youhua, research director of private placement network, told the daily economic news that although the above 31 private placement companies have doubled their bull stocks, the actual profits will vary according to the specific operation of private placement. There are so many private placement institutions in China, and the operation styles of private placement are diverse, and there are not so many investment restrictions; In addition, the main income of private placement comes from performance commission, so the attitude of pursuing high income will be stronger. Therefore, it is normal for private placement to buy doubled shares.
(Daily Economic News)
