With the intensive disclosure of the 2021 annual report of listed companies, the heavy position shareholding of 10 billion private placement has gradually surfaced. As of April 2, a total of 33 products under 10 billion securities private placement appeared in the list of the top 10 tradable shares of 96 listed companies that have disclosed their annual reports, with a total market value of 50.172 billion yuan, including 38 newly listed companies.
It is worth noting that for the market decline this year, more private equity bosses see opportunities.
10 billion private placement with 38 new shares
With the intensive disclosure of the 2021 annual report of listed companies, the heavy positions of private placement of 10 billion securities have gradually surfaced. According to the data of private placement network, as of April 2, a total of 33 products of 10 billion securities private placement appeared in the list of the top 10 tradable shares of 96 listed companies that have disclosed their annual reports, with a total market value of 50.172 billion yuan.
From the data, there are 38 newly listed companies with 10 billion private placement, 9 listed companies with reduced holdings, 8 listed companies with increased holdings, and 42 listed companies with unchanged shares. By the end of April 2, data from the data on April 2. Billions of billions of billions of private equity will be in the 2021 year of the year by the end of 2021. By the end of the year, billions of Kweichow Moutai Co.Ltd(600519) 1.193 billion yuan, Ganfeng Lithium Co.Ltd(002460) 1.022 billion yuan, etc. In the fourth quarter of 2021, among the newly acquired 10 billion private placement stocks, the stocks with the highest stock market value are Wanhua Chemical Group Co.Ltd(600309) , Guangzhou Grg Metrology&Test Co.Ltd(002967) , Flat Glass Group Co.Ltd(601865) , Wuxi Nce Power Co.Ltd(605111) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Avic Heavy Machinery Co.Ltd(600765) , etc. At present, the 10 billion private placement that has appeared more frequently in the list of the top ten circulating shareholders of A-Shares mainly includes Gaoyi assets, Yingshui investment, Xuanyuan investment, etc.
From the perspective of the holding position of Xuanyuan's investment in the billions of billions of billions of billions of private private private placement, from the perspective of the holding position of Xuanyuan's investment in Xuanyuan's investment, the Xuanyuan six degree six dollar treasure No. 8 under the flag holds Wiscom System Co.Ltd(002090) 92 \ \xuanyuankexin No. 7 holds Huabao Flavours & Fragrances Co.Ltd(300741) 997600 shares.
Under Yingshui investment, Yingshui Longfeng Chengxiang No. 24 holds Changying Xinzhi Technology Co.Ltd(002664) 13894100 shares, Yingshui Huijin No. 16 holds Guangzhou Fangbang Electronics Co.Ltd(688020) 254 million shares, and Yingshui Guantong No. 17 holds Hyunion Holding Co.Ltd(002537) 12369900 shares. It is worth noting that Hyunion Holding Co.Ltd(002537) with heavy positions in Yingshui investment has increased by 63.94% this year.
In addition, at the end of last year, Lingren excellence evergreen, a subsidiary of Shanghai Lingren private equity fund, held Shanghai Mechanical & Electrical Industry Co.Ltd(600835) 26866500 shares, Lingren excellence evergreen phase II held Hualan Biological Engineering Inc(002007) 11059900 shares, and Lingren excellence evergreen phase II also held Livzon Pharmaceutical Group Inc(000513) 5094900 shares and Beijing Supermap Software Co.Ltd(300036) 420 million shares. The balance of Danshui spring under the 100 billion private placement of Danshui spring holds S.F.Holding Co.Ltd(002352) 2230 shares in phase 5, and the balance of Danshui spring also holds Heilongjiang Agriculture Company Limited(600598) 23577700 shares and Puyang Huicheng Electronic Material Co.Ltd(300481) 5194500 shares in phase 5.
Gao Yi, Feng Liu and Deng Xiaofeng's heavily held shares surfaced
As a 100 billion private placement in China, the latest investment trends of private placement institutions such as Gaoyi assets, Jinglin assets and Danshui spring have attracted extensive attention from the market. According to the data, as of April 2, Chongqing Fuling Zhacai Group Co.Ltd(002507) and China Merchants Property Operation & Service Co.Ltd(001914) were the heavy warehouse shares newly held by Jinglin global 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.
In addition, Gaoyi Linshan No. 1 Yuanwang fund, managed by Feng Liu, a well-known fund manager of Gaoyi, held eight stocks at the end of 2021. According to the incomplete statistics of private placement network, as of March 31, the latest heavy stock market value of Gaoyi assets reached 22.9 billion yuan, of which the pharmaceutical stock market value alone reached 4.5 billion yuan.
Statistics as of April 2 show that Feng Liu's heavy holdings of stocks at the end of 2021 mainly cover the fields of medicine, semiconductors, home appliances and so on. Specifically, Feng Liuchong holds 65 million shares Beijing Tongrentang Co.Ltd(600085) , 20 million shares Raytron Technology Co.Ltd(688002) , 42 million shares China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , 23.5 million shares Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , etc.
Feng Liu's three pharmaceutical stocks are all traditional Chinese medicine stocks. It is worth noting that China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) rose well this year, with the stock rising by 29.91% this year, and China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) rose by more than 21% in the fourth quarter of last year Beijing Tongrentang Co.Ltd(600085) increased by more than 43% in the fourth quarter of last year.
Another well-known fund manager under the banner of Gao Yi, another well-known fund manager under the banner of Gao Yi's well-known fund manager. Deng Xiaofeng's product. The heavy warehouse stocks managed by Deng Xiaofeng are mainly 60189 Zijin Mining Group Company Limited(601899) \ \941 million shares, Compared with the end of the third quarter of last year, it increased its holdings of 20.8 million shares. In addition, Gaoyi Xiaofeng Hongyuan fund holds 51.37 million shares of China stock market news, and Gaoyi Xiaofeng Hongyuan fund newly holds Wanhua Chemical Group Co.Ltd(600309) 1216 million shares. Gaoyi Xiaofeng Hongyuan fund newly holds China Avionics Systems Co.Ltd(600372) 11 million shares, Gaoyi Xiaofeng Hongyuan fund newly holds China Jushi Co.Ltd(600176) 2099 million shares, and Gaoyi Xiaofeng Hongyuan fund holds Aecc Aero-Engine Control Co.Ltd(000738) 567 million shares.
According to the private placement confidence index released by private placement paipai.com in April, the confidence index of private fund managers rose this month after a brief decline last month and reached a new high in a year. In April, the average position of subjective long strategic private equity funds was 67%. 43.68% of the fund managers were optimistic about the market in April. In terms of specific operation, 27% of the fund managers planned to increase their positions.
For the market decline this year, more private equity bosses see opportunities. On March 23, Gao Yuncheng, general manager of Jinglin assets, rarely claimed that the first quarter of this year may be the most difficult time for enterprise fundamentals, valuation and market liquidity. However, with the continuous adjustment of the market since March, the bottom probability of market valuation has appeared, and the bottom of subsequent enterprise performance will follow. Looking ahead from the moment, the time has come to buy and hold companies with increasing core competitiveness for a long time. On March 31, Dong Chengfei, a well-known fund manager, Ruijun asset management partner and chief research officer, said in the live broadcast that "the winter is over and the spring is cold" was used to describe the current market.
