The latest position disclosure of QFII has come.
qfii, social security and Gaoyi assets
at the same time, the leading warehouse of mining industry
Every earnings season, QFII's layout roadmap, known as "smart money", has always attracted the attention of investors. Compared with funds going north, QFII has a stronger foreign investment attribute.
According to the statistics of securities times · databao, among the disclosed annual report shares, a total of 224 shares were heavily held by QFII at the end of 2021. By industry, the electronics industry has become the industry with the highest market value of QFII positions the five industries with the highest market value of QFII positions are electronics, medicine and biology, computer, non bank finance and chemical industry , with market values of 10.334 billion yuan, 9.451 billion yuan, 7.388 billion yuan, 6.041 billion yuan and 5.389 billion yuan respectively.
Zijin Mining Group Company Limited(601899) became the stock with the largest increase in QFII positions in the fourth quarter. The number of positions increased by 125 million shares, and the market value of positions increased by 1.207 billion yuan compared with the previous period. Behind it was the new heavy money purchase of Abu Dhabi Investment Bureau, the world's fourth largest sovereign fund.
at the same time Zijin Mining Group Company Limited(601899) also obtained additional positions of QFII, social security fund and well-known private equity Gaoyi assets , of which the three products managed by Deng Xiaofeng, chief investment officer of Gaoyi assets, 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. According to the reference market value at the end of the period, the market value of the shares held exceeded 9 billion yuan 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%.
What's worth the attention is that apart from the Zijin Mining Group Company Limited(601899) Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) .
6 shares obtained more than ten million new shares of QFII
According to the statistics of data treasure, the highest market value of QFII's position is Shengyi Technology Co.Ltd(600183) , but both the market value and the number of positions are lower than the previous period (the end of the third quarter of 2021) Glodon Company Limited(002410) , China Pacific Insurance (Group) Co.Ltd(601601) , S.F.Holding Co.Ltd(002352) , Hangzhou Tigermed Consulting Co.Ltd(300347) , satellite Chemistry , all have stock holding values exceeding 2 billion yuan.
As of now, there are 116 shares in the 116 shares that have gained a new addition to QFII in the fourth quarter of 2021, the fourth quarter of 2021, the fourth quarter of 2021 to get a new addition to QFII in the fourth quarter of 2021. As of now, there are 116 shares to get a new addition to QFII in the fourth quarter of 2021. As of now, there are 116 shares in the fourth quarter of 2021. As of the fourth quarter of 2021, the fourth quarter of 2021, the fourth quarter of 2021 to get a new addition to QFII in the new warehouse of qffii, and 4566 \ \thenumber of newly added shares exceeds 10 million.
According to the shareholding ratio at the end of 2021, the shareholding ratio of QFII of 13 shares exceeded 5%, and the shareholding ratio of Opt Machine Vision Tech Co.Ltd(688686) was the highest, reaching 29.68%, a decrease of 19.56% compared with the previous period.
As the increase in shareholding ratio is seen from the increase in shareholding ratio, the increase in shareholding ratio is seen in the increase in the proportion to the increase in the shareholding ratio that has seen 456 \ 's QFII shareholding ratio increased by more than 1% compared with the previous period.
northward capital increase 11 undervalued
outstanding QFII heavy positions
According to the statistics of data treasure, the 224 shares of QFII have fallen by an average of 9.86% this year, slightly underperforming the market, but the average decline since March is 4.73%, slightly outperforming the market.
Chongqingyukaifaco.Ltd(000514) , Fujian Kuncai Material Technology Co.Ltd(603826) , Tianjin Jinrong Tianyu Precision Machinery Co.Ltd(300988) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , the stock prices have increased by more than 50% this year. In contrast to the comparison of the '' Shanghai Bright Power Semiconductor Co.Ltd(688368) 's share price fell significantly, with a cumulative decline of more than 35% since this year.
The performance of 163 QFII heavyweight stocks in 2021 was brilliant. The net profit attributable to the parent company of 13 stocks in 2021 exceeded 2 billion yuan, China Pacific Insurance (Group) Co.Ltd(601601) ranked first with a net profit attributable to the parent company of 26.834 billion yuan.
The performance of 50 shares doubled year-on-year, and the net profit attributable to parent company of Landai Technology Group Corp.Ltd(002765) , Nations Technologies Inc(300077) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) , Yunnan Yuntianhua Co.Ltd(600096) , and Yunnan Yuntianhua Co.Ltd(600096) increased by more than 10 times year-on-year.
In terms of funds, there are 11 of the undervalued blue chip stocks that have gained QFII warehouse and the latest P / E less than 30 times, the latest of which is less than 30 times the underestimate value. Among the best of the best of all, 11 of the 11 of the 11 of the 11 of the 11 of the 11 of the best of the North plus plus plus plus shares that have gained NorthNorth capital warehouse since March, the Zijin Mining Group Company Limited(601899) the net purchase amount of northbound capital has ranked first since March, reaching 2.681 billion yuan Relevant report
QFII's latest position exposure! The overall style is biased towards the largest QFII in small and medium-sized market. I haven't heard it for a long time! This stock has the biggest change in its position
