With the disclosure of the annual reports of listed companies, the positions of 10 billion private placement such as Gaoyi assets, Xuanyuan investment and Yingshui investment gradually surfaced.
As of March 18, a total of 22 products of 10 billion securities private placement appeared in the list of the top 10 tradable shares of 32 listed companies that have disclosed their annual reports, with a total market value of 8.544 billion yuan, including 14 new listed companies, 3 reduced listed companies, 2 increased listed companies, and 15 unchanged listed companies.
For the Shanghai and Shenzhen stock markets, after the sharp decline in the early stage, the market also fell out of the opportunity. Recently, stimulated by the good news, the market bottomed out and rebounded. Will the heavy position stocks of 10 billion private placement carry the banner of the counterattack of private equity net worth?
22 10 billion private placement companies appear in 32 companies
With the disclosure of the annual reports of listed companies, the positions of 10 billion private placement such as Gaoyi assets, Xuanyuan investment and Yingshui investment gradually surfaced. According to the data of private placement network, as of March 18, a total of 22 products of 10 billion securities private placement appeared in the list of the top 10 tradable shares of 32 listed companies that have disclosed the 2021 annual report, with a total holding market value of 8.544 billion yuan. After weight removal, there are 14 new listed companies, 3 listed companies that reduce their holdings, 2 listed companies that increase their holdings, and 15 listed companies that remain unchanged.
According to the data, Gansu Qilianshan Cement Group Co.Ltd(600720) and Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) are new stocks of 10 billion private placement Xuanyuan investment in the fourth quarter of last year, including Gansu Qilianshan Cement Group Co.Ltd(600720) 4091500 shares held by Xinjin and Shanghai Tianyang Hotmelt Adhesives Co.Ltd(603330) 1383500 shares held by Xinjin. In addition, it continues to hold shares of Xinjiang Zhongtai Chenical Co.Ltd(002092) , Qingdao Tgood Electric Co.Ltd(300001) , Willfar Information Technology Co.Ltd(688100) . For Xinjiang Zhongtai Chenical Co.Ltd(002092) , according to the financial report data of 2021 disclosed by Xinjiang Zhongtai Chenical Co.Ltd(002092) , the net profit of the company in 2021 was 2.703 billion yuan, an increase of 176996% year-on-year. For the growth of performance, the company said that the company has rich coal, limestone and other resources. As a calcium carbide production enterprise, especially the "coal electricity calcium carbide" integrated joint production enterprise, the company has more obvious advantages in cost. The company is one of the large Shanghai Chlor-Alkali Chemical Co.Ltd(600618) enterprises in China. The continuous rise in the market price of the company's main products (polyvinyl chloride and viscose fiber) has driven the growth of the company's performance.
From the position change of Xuanyuan investment, in the fourth quarter of 2017, Xuanyuan investment entered the top ten circulating shareholders of the company and has been held since. During the third quarter of 2021, Xinjiang Zhongtai Chenical Co.Ltd(002092) share price rose sharply, reaching a new high since listing, and Xuanyuan investment immediately reduced its holdings by 10 million shares. By the end of 2021, Xuanyuan Liudu Yuanbao No. 8 private investment fund under Xuanyuan investment held Xinjiang Zhongtai Chenical Co.Ltd(002092) 19048600 shares.
according to the data of China stock market news choice, danbin's Galaxy Dongfang harbor No. 1 held 10 stocks in heavy positions in the fourth quarter of last year. From the perspective of its individual stocks, the layout is white horse blue chips, of which Kweichow Moutai Co.Ltd(600519) . In addition, the product also holds white horse shares such as Wuliangye Yibin Co.Ltd(000858) , Byd Company Limited(002594) , Nari Technology Co.Ltd(600406) , Eve Energy Co.Ltd(300014) , Contemporary Amperex Technology Co.Limited(300750) , Goertek Inc(002241) , Zhejiang Chint Electrics Co.Ltd(601877) , Shenzhen Inovance Technology Co.Ltd(300124)
In addition, Baoyin enterprising No. 1 Xinjin, a subsidiary of Baoyin investment, holds Nanjing Yunhai Special Metals Co.Ltd(002182) 3308700 shares.
Feng Liu is in love with traditional Chinese medicine stocks
The reporter found that Gaoyi Linshan No. 1 Yuanwang fund managed by Feng Liu of Gaoyi assets continued to hold Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , and the holding position remained unchanged in the fourth quarter of last year. By the end of last year, the number of shares held was 23.5 million, with a stock market value of 288 million yuan
In fact, he was involved in Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , as early as the third quarter of 2018. Gao yilinshan No. 1 Yuanwang fund took a new position of 7 million shares, becoming the top 10 circulating shareholders of the company, and then disappeared from the list of the top 10 circulating shares of the company. However, in the 2020 interim report, Gao yilinshan No. 1 Yuanwang fund reappeared in the list of the top ten shareholders, and then its position remained unchanged for nearly a year after it successively increased its holdings to 23.5 million shares.
In addition, 10 billion private placement silver leaf investment's product Yinye Gongyu No. 10 has appeared in the list of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) 's top ten shareholders since the third quarter of 2020. By the end of last year, the number of shares held was 11.94 million, with a stock market value of 146 million yuan
It is worth noting that Chongqing Fuling Zhacai Group Co.Ltd(002507) and China Merchants Property Operation & Service Co.Ltd(001914) are the heavy positions held by Jinglin global new entrants under Jinglin assets in the fourth quarter of last year, including Chongqing Fuling Zhacai Group Co.Ltd(002507) 6881300 shares held by Xinjin and China Merchants Property Operation & Service Co.Ltd(001914) 10167600 shares held by Xinjin.
private placement: 3023 points is the medium-term bottom
After the sharp decline of A-Shares in the early stage, the market rebounded significantly under the stimulation of multiple positive factors. What is the attitude of private placement towards the future market? Liu told reporters that the company should pay more attention to the stock market at the end of the quarter, and the assistant manager of the company should be cautious about the long-term stock market. He suggested that we should keep the focus of the stock market at the end of the quarter and the follow-up policy. Liu told reporters that we should be cautious about the long-term stock market. We should keep the focus of the stock market at the end of the quarter and the private placement policy for many times
Ma Cheng, chairman of juze investment, believes that, "This 3023 point is the bottom of the policy and also the bottom of the stage. In the next stage, the market rate will probably rebound. In addition to the support of this heavy meeting, in terms of the market's own valuation alone, the index does not have the basis for another sharp decline in the short term. In addition, since the end of last year, China has adopted loose monetary policy and continuously introduced favorable policies conducive to real estate recovery. The effect of these policies will gradually increase in the second and third quarters Show up. Overall, the market will maintain the trend of shock rebound in the next step. In terms of configuration, the first is the new energy vehicle industry chain, especially lithium ore and energy storage; Second, photovoltaic and wind energy industry chain; Third, the dilemma reversal sector in the post epidemic era, such as tourism, commercial retail and so on; Fourth, calculate the new infrastructure from the east to the West; Fifth, the pork sector. "
"Due to the favorable results of the recent meeting of the financial committee of the State Council, the mid-term bottom of the market has appeared. Since the probability of a new round of currency loosening will lower the market interest rate, the opportunities will focus on the cycle or growth of high-risk preference. It is suggested that investors should pay attention to the opportunities in growth stocks in the short term, such as building energy conservation, new branches of digital economy, semiconductors, etc." Zhao Yuanyuan, investment director of Jianhong times, said.
\u3000\u3000 "The negative factors and pessimistic expectations that suppressed the market in the early stage are gradually repairing, and the market has shown important bottom characteristics. In the later stage, we are optimistic about four directions: first, China's photovoltaic industry and new energy vehicle industry chain with global dominance in the wave of energy revolution. Second, high-end manufacturing. Under the general trend of manufacturing transformation and upgrading and accelerated domestic substitution, high-end manufacturing industries dominated by semiconductors, consumer electronics and military industry The prosperity continues to improve; Third, the infrastructure sector related to steady growth. The two sessions put steady growth in a more prominent position. Optimistic about the real estate, building materials and other industries related to steady growth; Fourth, we are optimistic about new and old energy enterprises such as coal and green power operation. " Huang Yi, director of Hongfeng asset investment, analyzed.
