With the intensive disclosure of the 2021 annual report of listed companies, the latest positions of major private placement have been released one after another!
In the fourth quarter of 2021, Deng Xiaofeng, the fund manager of Gaoyi star, entered Wanhua Chemical Group Co.Ltd(600309) , China Jushi Co.Ltd(600176) , Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , Aecc Aero-Engine Control Co.Ltd(000738) , etc. Especially Wanhua Chemical Group Co.Ltd(600309) , the market value of position at the end of the period reached 1.2 billion yuan, which was raised to its third largest heavy position stock.
Feng Liu, another investment expert of Gao Yi, entered Guangzhou Grg Metrology&Test Co.Ltd(002967) and Seazen Holdings Co.Ltd(601155) . For Beijing Tongrentang Co.Ltd(600085) , Raytron Technology Co.Ltd(688002) and other heavy positions, Feng Liu remained unchanged, of which Beijing Tongrentang Co.Ltd(600085) earned 880 million yuan to Feng Liu in the fourth quarter. From the position disclosed at present, Feng Liu’s position adjustment frequency is significantly reduced, and most positions remain unchanged
Jinhui Rongsheng, the “first private placement” in Maotai, continued to increase its position slightly, the number of positions rose to 5.9294 million shares, and the market value of positions has reached 12.155 billion yuan. According to the latest Maotai 216.75 yuan per 10 shares, the private placement will get 128 million yuan in Maotai dividend only a year, and it will win. At the same time, Jinhui Rongsheng also made a big move in the fourth quarter. The new lithium giant Ganfeng Lithium Co.Ltd(002460) , with a shot of 1 billion yuan.
In addition, the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the four seasons of the king’s assets: the Chongqing Fuling Zhacai Group Co.Ltd(002507) , juming bought Avic Heavy Machinery Co.Ltd(600765) , and Lin Peng’s harmony Huiyi new progress Xinjiang Goldwind Science And Technology Co.Ltd(002202) .
Deng Jianfeng
Deng Xiaofeng, chief investment officer of Gao Yi, has always been the focus of the market.
In the past four quarters, Deng Xiaofeng bought four new stocks, including Wanhua Chemical Group Co.Ltd(600309) , China Jushi Co.Ltd(600176) , China Avionics Systems Co.Ltd(600372) , Aecc Aero-Engine Control Co.Ltd(000738) . Among them, large-scale warehouse building Wanhua Chemical Group Co.Ltd(600309) , buying 121633 million shares, and the market value of shares at the end of the period reached 1.228 billion yuan.
Wanhua Chemical Group Co.Ltd(600309) is currently the world’s largest MDI supplier and the world’s third largest TDI supplier. According to the previously released 2021 annual report, the company achieved an operating revenue of 145538 billion yuan during the reporting period, a year-on-year increase of 98.19%; The net profit attributable to the parent company was 24.649 billion yuan, a year-on-year increase of 145.47%.
On March 31, Wanhua Chemical Group Co.Ltd(600309) said at the performance presentation meeting that the company also raised the sales price of products in some overseas regions to cope with the rise of raw material costs Kou Guangwu, Wanhua Chemical Group Co.Ltd(600309) president, said that in 2021, the company’s net cash flow from operating activities was 27.9 billion yuan, with sufficient operating cash flow.
In addition to Wanhua Chemical Group Co.Ltd(600309) , Deng Xiaofeng also bought China Jushi Co.Ltd(600176) , with a position of 21 million shares at the end of the period and a market value of 382 million yuan China Jushi Co.Ltd(600176) is currently the leader in the glass fiber industry. In 2021, the operating revenue reached 19.707 billion yuan, a year-on-year increase of 68.92%; The net profit attributable to the parent company was 6.028 billion yuan, a year-on-year increase of 149.51%.
in addition, Deng Xiaofeng continued to increase positions Zijin Mining Group Company Limited(601899) . By the end of last year, the three products managed by Deng Xiaofeng held a total of 940 million shares, an increase of 20.8 million shares compared with the end of the third quarter of last year, and the market value of positions at the end of the period reached 9.126 billion yuan
Since 2021, due to the economic recovery and strong demand, the prices of bulk commodities have risen sharply. Cyclical stocks, especially the upstream resource stocks, have become the stars of the market. Deng Xiaofeng, who started heavy positions as early as the second half of 2019 Zijin Mining Group Company Limited(601899) , and then continued to increase positions, has made a lot of profits. The floating profit has reached several times, but he still increases his positions, which seems to have no intention of withdrawing.
For China stock market news, the second largest heavy position stock, Deng Xiaofeng also chose to increase his position. 2352600 new shares were purchased, and the number of positions reached 51371200 at the end of the period. The market value of positions rose to 1.9 billion yuan, and the share price of China stock market news hit an all-time high in the fourth quarter.
judging from Deng Xiaofeng’s current position, the heavy position is still the upstream resource stock. At the same time, he has made great bets on the leader of subdivided industries, and began to make a small layout for the military industry sector. For example, Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , Aecc Aero-Engine Control Co.Ltd(000738) , and the market value of position at the end of the period was 260 million yuan and 170 million yuan respectively
Feng liuxinjin Guangzhou Grg Metrology&Test Co.Ltd(002967) , warehouse increase China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , warehouse adjustment frequency greatly reduced
Feng Liu, who was active in stock exchange in the past, has significantly reduced the frequency of position adjustment in recent years, especially for heavy position stocks. In the fourth quarter of 2021, the shares of Beijing Tongrentang Co.Ltd(600085) , Raytron Technology Co.Ltd(688002) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Hisense Home Appliances Group Co.Ltd(000921) , Beijing Longruan Technologies Inc(688078) , etc. remained unchanged.
of which, Beijing Tongrentang Co.Ltd(600085) earned Feng Liu 880 million yuan in the fourth quarter, with a market value of 2.924 billion yuan and 65 million shares. Since the new Beijing Tongrentang Co.Ltd(600085) in the third quarter of 2020, Feng Liu has been holding Beijing Tongrentang Co.Ltd(600085) since he increased his position to 65 million shares at the end of the fourth quarter of 2020. In 2021, Beijing Tongrentang Co.Ltd(600085) soared by 90%, that is, Feng Liu’s position Beijing Tongrentang Co.Ltd(600085) has nearly doubled his profit for more than a year
On March 25, Beijing Tongrentang Co.Ltd(600085) disclosed the annual report of 2021. According to the announcement, in 2021, Beijing Tongrentang Co.Ltd(600085) achieved an operating revenue of 14.603 billion yuan, a year-on-year increase of 13.86%; The net profit attributable to shareholders of listed companies was 1.227 billion yuan, a year-on-year increase of 19.00%.
For another heavy position stock China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Feng Liu chose to increase his position by 7 million shares, and the market value of his position at the end of the period rose to 1.438 billion yuan.
In the fourth quarter, Feng Liu also entered Guangzhou Grg Metrology&Test Co.Ltd(002967) and Seazen Holdings Co.Ltd(601155) .
Among them, Jiancang Guangzhou Grg Metrology&Test Co.Ltd(002967) 115 million shares, and the position market at the end of the period was 311 million yuan; Build positions Seazen Holdings Co.Ltd(601155) 5 million shares, and the market value of positions at the end of the period is 146 million yuan.
Maotai “first private placement” large-scale warehouse building Ganfeng Lithium Co.Ltd(002460) , Jinglin bottom reading Chongqing Fuling Zhacai Group Co.Ltd(002507) , China Merchants Property Operation & Service Co.Ltd(001914)
there are two major private placements that are familiar to the market because of their heavy positions in Maotai. From the latest position, they not only did not reduce their holdings at a high level, but continued to increase their positions and stick to them
Among them, the “first private placement” of Maotai is Jinhui Rongsheng. In the fourth quarter, it increased its position of 311300 shares of Maotai. At present, it holds 5.9294 million shares of Maotai, with a market value of 12.155 billion yuan. Ruifeng Huibang, another private placement, increased its position in Maotai by 263000 shares in the fourth quarter, holding 5366700 shares, with a market value of about 11.5 billion yuan, only slightly behind Jinhui Rongsheng. The market value of Maotai positions of the two private placements exceeded 10 billion yuan.
In fact, Ruifeng Huibang was the latest to enter Maotai, and entered the top ten circulating shareholders of Maotai at the end of 2018. Jinhui Rongsheng squeezed into the top ten circulating shareholders of Maotai in 2019. The two private placements held 3.6 million shares and 3.49 million shares Kweichow Moutai Co.Ltd(600519) .
In 2020, in the first quarter of the epidemic, Jinhui Rongsheng increased its position in Maotai by 1.599 million shares at a position of about 1000 yuan, making its position soar to 5.021 million shares. Subsequently, the position was increased slightly all the way. At present, the number of positions is nearly 6 million shares. According to the latest Maotai stock price of 216.75 yuan per 10 shares, the dividend of Maotai private placement alone is as high as 128 million yuan a year, and it is safe to win. Ruifeng Huibang’s Maotai dividend also exceeded 100 million yuan.
Jinhui Rongsheng made another big move in the fourth quarter. When it bought Ganfeng Lithium Co.Ltd(002460) , it sold 1 billion yuan and bought 7.1544 million shares. In 2021, Ganfeng Lithium Co.Ltd(002460) achieved a revenue of 11.162 billion yuan, a year-on-year increase of 102.07%; The net profit was 5.228 billion yuan, a year-on-year increase of 410.26%, and the latest market value was about 184.8 billion yuan.
head private placement of Jinglin assets in the fourth quarter Chongqing Fuling Zhacai Group Co.Ltd(002507) , China Merchants Property Operation & Service Co.Ltd(001914) . Among them, 6881300 shares Chongqing Fuling Zhacai Group Co.Ltd(002507) , with a market value of 260 million yuan; Purchase 10168000 shares China Merchants Property Operation & Service Co.Ltd(001914) , and Xinjin becomes the tenth largest circulating shareholder of the company; Chongyang investment continues to stick to Shanghai Jahwa United Co.Ltd(600315) , with a current market value of 1.2 billion yuan; Lingren Xinjin Guangzhou Grg Metrology&Test Co.Ltd(002967) 9230800 shares privately placed by hilling, with a market value of 250 million yuan, keeping Shanghai Mechanical & Electrical Industry Co.Ltd(600835) and Hualan Biological Engineering Inc(002007) unchanged
35. It is worth noting that S.F.Holding Co.Ltd(002352) is currently the largest heavy position stock of Danshui spring, holding 796163 million shares, with a market value of 1.537 billion yuan.
S.F.Holding Co.Ltd(002352) had a brilliant performance in the fourth quarter, with a revenue of 71.326 billion yuan, a year-on-year increase of 60%; The net profit increased by 43% year-on-year to 2.471 billion yuan. The excellent performance in the fourth quarter is closely related to the performance of Kerry Logistics networking Co., Ltd. merged by S.F.Holding Co.Ltd(002352) 002 company. SF’s annual revenue was 207187 billion yuan, a year-on-year increase of 34.55%. After the financial report was released, the first brother of express finally hit the bottom and rebounded, rising continuously in recent trading days.
In addition, 10 billion private placement Ruiyang Xinjin Flat Glass Group Co.Ltd(601865) and Wuxi Nce Power Co.Ltd(605111) , juming bought Avic Heavy Machinery Co.Ltd(600765) , and Lin Peng’s harmonious Huiyi Xinjin Xinjiang Goldwind Science And Technology Co.Ltd(002202) .
Ten billion private placement source Lesheng pointed out in the latest monthly report that the current epidemic does add another layer of uncertainty to “steady growth”, but we feel that the fog is about to dissipate. For a long time, we believe that the market still follows the fundamentals of enterprises, and fast-growing companies can continue to create value. Like the first quarter of this year, the market is mainly affected by some exogenous variables, which cannot be sustained for a long time. We will continue to actively look for opportunities in fluctuations and lay out high-quality growth stocks with fully released valuation risks and sufficient cost performance.
