The disclosure of the annual report entered the peak period, and the position adjustment and stock exchange of private placement leaders surfaced.
According to the latest disclosure, Deng Xiaofeng greatly increased his positions in Zijin Mining Group Company Limited(601899) , new Wanhua Chemical Group Co.Ltd(600309) , China Jushi Co.Ltd(600176) , and bought China Avionics Systems Co.Ltd(600372) and other military stocks in the fourth quarter of last year. He was also enthusiastic about Chengdu Haoneng Technology Co.Ltd(603809) and other auto parts enterprises, and increased his holdings of China stock market news. Feng Liuze took a heavy position in Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) and other traditional Chinese medicine stocks, and newly entered Guangzhou Grg Metrology&Test Co.Ltd(002967) , Seazen Holdings Co.Ltd(601155) , adhering to Raytron Technology Co.Ltd(688002) , Hisense Home Appliances Group Co.Ltd(000921) , etc.
Deng Xiaofeng heavy warehouse nonferrous chemical
purchase of military stocks
Deng Xiaofeng, chief investment officer of Gaoyi assets, actively adjusted positions and exchanged shares in the fourth quarter of last year, including buying a number of military stocks, adding positions in nonferrous metals and chemical stocks, and sticking to auto parts enterprises. Up to now, according to the disclosure of the annual report, the market value of Deng Xiaofeng's shareholding has exceeded 15 billion yuan.
At present, Deng Xiaofeng's largest shareholding market value is the leading mining stock Zijin Mining Group Company Limited(601899) , and his three products, including Gaoyi Xiaofeng No. 2 letter fund, increased their holdings of 20799900 shares in the fourth quarter of last year, with a total shareholding of 941 million shares, with a market value of 9.126 billion yuan at the end of the period Zijin Mining Group Company Limited(601899) this year, it has increased by more than 18%.
According to the annual report, Zijin Mining Group Company Limited(601899) 2021 achieved an operating revenue of 225102 billion yuan, a year-on-year increase of 31.25%; The net profit attributable to the parent company was 15.673 billion yuan, a year-on-year increase of 140.8%.
At the same time, the new "chemical Mao" Wanhua Chemical Group Co.Ltd(600309) , foreign trade trust Gaoyi Xiaofeng Hongyuan trust plans to hold 121633 million shares, with a market value of 1.229 billion yuan at the end of the period; Ruiyuan growth value fund managed by Fu Pengbo also increased its holdings of the stock, but Xingquan Herun managed by Xie Zhiyu reduced its holdings Wanhua Chemical Group Co.Ltd(600309) released the annual report of 2021, which showed that the company achieved an operating revenue of 145538 billion yuan last year, an increase of 98.19% year-on-year; The net profit attributable to shareholders of listed companies was 24.649 billion yuan, a year-on-year increase of 145.47%.
Foreign Trade Trust - Gaoyi Xiaofeng Hongyuan trust plan has also newly entered the top ten current shareholders of China Jushi Co.Ltd(600176) leading glass fiber enterprise, holding about 21 million shares, with a market value of 382 million yuan at the end of the period.
Fund Jun found that Deng Xiaofeng actively arranged several military stocks in the fourth quarter of last year. On April 1, Aecc Aero-Engine Control Co.Ltd(000738) disclosed the annual report of 2021, which showed that Gaoyi Xiaofeng Hongyuan trust, a foreign trade trust, planned to buy 5.6729 million shares from its top ten current shareholders in the fourth quarter of last year, with a market value of 172 million yuan at the end of the period. At the same time, the trust plan also made China Avionics Systems Co.Ltd(600372) the ninth largest circulating shareholder of China Avionics Systems Co.Ltd(600372) holding 11.072 million shares, with a market value of 246 million yuan by the end of the fourth quarter of last year.
In addition, Gao yixiaofeng continued to hold Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , a total of 14766400 shares, with a market value of 261 million yuan at the end of the period.
Deng Xiaofeng is also enthusiastic about auto parts enterprises. His two products continue to hold Chengdu Haoneng Technology Co.Ltd(603809) 10668800 shares, with a market value of 220 million yuan at the end of the period Chengdu Haoneng Technology Co.Ltd(603809) "aerospace + automobile" dual main industry development. The annual report shows that the company achieved an operating revenue of 1.444 billion yuan in 2021, a year-on-year increase of 23.35%; The net profit attributable to the shareholders of the listed company was 200 million yuan, a year-on-year increase of 12.9%; The company plans to distribute cash dividends of 2 yuan (including tax) to all shareholders for every 10 shares, and increase 3 shares with capital reserve for every 10 shares.
However, Deng Xiaofeng reduced his holdings of Ningbo Xusheng Auto Technology Co.Ltd(603305) , Gaoyi Xiaofeng No. 1 Ruiyuan securities investment fund, Ruijin phase 43 Gaoyi Xiaofeng investment trust and other four products, with a total reduction of 2.8994 million shares. His shareholding at the end of the period became 140364 million shares, and the market value of his shareholding at the end of last year was 700 million yuan. It is worth noting that by the end of the fourth quarter of last year, Gao yixiaofeng No. 2 letter fund also held 189900 convertible bonds of sheng21. It is worth mentioning that Ningbo Xusheng Auto Technology Co.Ltd(603305) increased by 48.90% in the fourth quarter of last year.
At the same time, Great Wall Motor Company Limited(601633) 300000 shares were increased, and the number of shares held at the end of the period increased to 118022 million, with a market value of 573 million yuan; It also increased its holdings of 2352600 shares of China stock market news, a leading Internet brokerage and "Securities Mao", and held 51371200 shares by the end of the fourth quarter of last year, with a market value of 1.906 billion yuan at the end of the period. In addition, it also increased its holdings of Xiamen Amoytop Biotech Co.Ltd(688278) , holding 5013600 shares, with a market value of 147 million yuan at the end of the period.
Feng Liu chongcang traditional Chinese medicine shares
layout real estate, chips, etc.
Feng Liu, managing director of Gaoyi assets, still held a heavy position in the traditional Chinese medicine industry in the fourth quarter of last year, and laid out the directions of real estate, household appliances and chips. According to the data disclosed so far, the market value of his shareholding in his annual report exceeds 7.7 billion yuan.
Feng Liu entered Guangzhou Grg Metrology&Test Co.Ltd(002967) , and gaoyilinshan No. 1 Yuanwang fund bought 11.5 million shares in the fourth quarter of last year, with a market value of 311 million yuan at the end of the period, ranking the second largest circulating shareholder; It is worth noting that Lingren excellence evergreen phase II private equity fund and Ruiyuan balanced value three-year holding fund have also entered the top 10 of the stock.
Guangzhou Grg Metrology&Test Co.Ltd(002967) is an independent third-party measurement and testing service organization. The annual report shows that the company achieved an operating revenue of 2.247 billion yuan in 2021, with a year-on-year increase of 22.09%; The net profit attributable to the parent company was 182 million yuan, a year-on-year decrease of 22.6%.
At the same time, he also joined the new real estate development and sales company Seazen Holdings Co.Ltd(601155) . Gao yilinshan No. 1 Yuanwang fund holds 5 million shares, with a market value of 146 million yuan at the end of the period, ranking the 10th largest circulating shareholder; It is worth mentioning that the Wells Fargo Tianhui selected growth hybrid fund managed by Zhu Shaoxing also increased its holdings of Seazen Holdings Co.Ltd(601155) .
Seazen Holdings Co.Ltd(601155) this year, the growth rate has reached 14.69%.
The annual report shows that Seazen Holdings Co.Ltd(601155) in 2021, the operating revenue reached 168.23 billion yuan, a year-on-year increase of 15.6%; The net profit attributable to the parent company was 12.6 billion yuan, a year-on-year decrease of 17.4%.
In addition, Gao yilinshan No. 1 Yuanwang fund also increased its holdings of China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) 7 million shares in the fourth quarter of last year, increased its holdings to 42 million shares at the end of the period, and its market value reached 1.438 billion yuan, ranking the third largest circulating shareholder China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) mainly focuses on OTC and traditional Chinese medicine prescription drugs, with an increase of nearly 30% this year.
According to the current disclosure, Feng Liu holds the largest stock market value of Beijing Tongrentang Co.Ltd(600085) , and Gao yilinshan No. 1 Yuanwang fund holds 65 million shares, with a market value of 2.924 billion yuan by the end of last year Beijing Tongrentang Co.Ltd(600085) increased by 43.43% in the fourth quarter of last year.
At the same time, he also adhered to Raytron Technology Co.Ltd(688002) , holding 20 million shares, with a market value of 1.571 billion yuan at the end of the period. The company is an integrated circuit chip enterprise specializing in the development of uncooled infrared thermal imaging and MEMS sensing technology.
Feng Liu also continued to hold Hisense Home Appliances Group Co.Ltd(000921) , holding 65 million shares, with a market value of 985 million yuan at the end of the period; In addition, the shareholding of Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Beijing Longruan Technologies Inc(688078) remains unchanged.
