Many 10 billion private placement bosses intensively issue new products!
Recently, Liu Xiaolong, chairman of juming investment, Wu Weizhi, chairman of China Europe Ruibo and other 10 billion private equity giants began to intensively issue new products. Some head private placement funds issued at the beginning of the year once had zero positions in the market adjustment stage, and have also begun to build positions recently.
“Others fear my greed”, the big action of 10 billion private placement, does it mean that the bottom reading signal is coming?
ten billion private placement bosses issue new products
The China Securities Journal China Securities Taurus reporter learned that the new products of Liu Xiaolong, chairman of juming investment, a 10 billion private placement giant, are being issued through several bank channels such as China Merchants Bank Co.Ltd(600036) and so on. According to the data of the third-party platform, the representative products managed by Liu Xiaolong gained about 20% revenue in 2021.
At the same time, Wu Weizhi, chairman of China Europe Ruibo, another private placement boss, also actively sold products in multiple channels. According to the data of the third-party platform, the average revenue of the products managed by Wu Weizhi reached 15% in 2021, and the revenue of the representative products also exceeded 20%.
The reporter learned that the head private equity fund manager who issued new products on a large scale at the beginning of this year did not build a position or had a low position in the market adjustment stage, but he has built a position recently, and the net value began to fluctuate.
However, private equity is generally cautious. According to the latest data from the third-party platform, as of March 11, the stock private placement position index was 74.83%, down 0.97 percentage points month on month, and hit a new low for the year. In terms of scale, the position reduction of 10 billion private equity was the largest. As of March 11, the position index of 10 billion private equity was 78.46%, down 2.28 percentage points month on month, also hitting a new low in the year.
bottom reading signal coming
A number of 10 billion private equity leaders sell new products at this time. Does it mean that the bottom reading signal is coming?
Liu Xiaolong once said that the market probability has been at the bottom. The special meeting held by the financial stability and Development Commission of the State Council shows that the decision-making level attaches great importance to market stability. On the other hand, the overall valuation of the A-share market is about 10% higher than the most undervalued value in 2018, which is basically at the bottom. In addition, the gem refers to a bottom area at 23 Shanxi Securities Co.Ltd(002500) points.
Dan Yi Investment said that most of the whole decline stage may have passed. It can not be said that it is now a 100% bottom, but it should not be too far from the bottom range or time. However, the possibility of V-shaped reversal is also very low. After stabilizing, there is a high probability that it will go out of the structural market. For the future layout direction, Danyi investment is optimistic about automotive electronics, software SaaS, consumption recovery, lithium battery downstream, semiconductor and photovoltaic new technology.
