According to the data, there were 21 doubled shares in the first quarter of this year (excluding new shares listed in the first quarter), which were concentrated in industries such as real estate, architectural decoration, medicine and biology, all of which were small and medium-sized stocks. Among them, Huitong group, Nanjing Hicin Pharmaceutical Co.Ltd(300584) and other stocks were “ambushed” by well-known fund managers in advance, and several funds also appeared in the list of institutional investors who doubled their stocks, such as Zhejiang Construction Investment Group Co.Ltd(002761) , Jinzhou Jixiang Molybdenum Co.Ltd(603399) .
most small and medium-sized companies with market value
Data show that as of the closing on March 31, several doubled stocks emerged in the first quarter of this year. If excluding the new shares listed in the first quarter, there are 21 stocks with a share price increase of more than 100%.
Among them, the highest increase was Zhejiang Construction Investment Group Co.Ltd(002761) , with a cumulative increase of 374.20% in the first quarter. According to the data, Zhejiang Construction Investment Group Co.Ltd(002761) focuses on infrastructure equity investment, asset operation, facility operation, project construction and project management, and its business scope covers roads, bridges, real estate development and other fields. As of the closing on April 6, the total market value of Zhejiang Construction Investment Group Co.Ltd(002761) was 31.672 billion yuan.
Huitong group ranked second in the list of increases in the first quarter with an increase of 369.39%, and Jinzhou Jixiang Molybdenum Co.Ltd(603399) also rose more than 300%, ranking third. In addition, Tianjin Tianbao Infrastructure Co.Ltd(000965) , Fujian Start Group Co.Ltd(600734) , China Meheco Group Co.Ltd(600056) also increased by more than 200%.
In terms of market value, most of these doubled stocks are small and medium-sized listed companies. Only Pingdingshan Tianan Coal Mining Co.Ltd(601666) , China Meheco Group Co.Ltd(600056) and Zhejiang Construction Investment Group Co.Ltd(002761) have the latest market value of more than 30 billion yuan, and the remaining 18 doubled stock market values are less than 25 billion yuan.
fund manager layout in advance
From the perspective of shenwanyi industry, real estate and architectural decoration are the industries with relatively concentrated doubled shares in the first quarter, while Cinda Real Estate Co.Ltd(600657) , Cccg Real Estate Corporation Limited(000736) , Tianjin Tianbao Infrastructure Co.Ltd(000965) and Tianjin Hi-Tech Development Co.Ltd(600082) belong to the real estate industry, while Zhejiang Construction Investment Group Co.Ltd(002761) , Huitong group and Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) belong to the architectural decoration industry. In addition, despite the drastic fluctuations in the pharmaceutical sector since this year, many bull stocks have emerged, China Meheco Group Co.Ltd(600056) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) are doubled in the pharmaceutical and biological industry.
It is worth noting that many funds have arranged these doubled stocks in advance at the end of last year. If they are not sold, they will gain a lot.
Huitong group, which increased by 369.39% in the first quarter, is a construction company mainly engaged in highway, municipal, housing construction and related building material sales, survey and design, test and testing. By the end of last year, products managed by well-known fund managers such as Xiao Nan and Zhang Qinghua of e fund, Liu Gesong of GF fund, Liu Yanchun and Yang Ruiwen of Jingshun Great Wall, Ge Lan and Cao Mingchang of China Europe Fund all held the shares. In addition, the funds of several fund companies are also on the list of institutional investors of Huitong group.
The national high-tech enterprise Nanjing Hicin Pharmaceutical Co.Ltd(300584) integrating pharmaceutical research and development, production and marketing rose 175.05% in the first quarter, and several funds under huitianfu fund, Zhonggeng fund, RONGTONG fund and ChuangJin Hexin fund held the shares. By the end of last year, Zhonggeng small cap, a star product managed by Qiu Dongrong, a well-known fund manager, held Nanjing Hicin Pharmaceutical Co.Ltd(300584) 116000 shares.
China Meheco Group Co.Ltd(600056) is a large comprehensive pharmaceutical enterprise group integrating science, industry and trade. Its business areas include natural drugs, pharmaceutical and chemical industry, medical devices and comprehensive trade. In the first quarter, China Meheco Group Co.Ltd(600056) rose 207.87%, which was also favored by many funds. Several funds under China Southern Fund, ICBC Credit Suisse fund and Wells Fargo fund hold the shares.
In addition, Zhejiang Construction Investment Group Co.Ltd(002761) , Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Tianjin Tianbao Infrastructure Co.Ltd(000965) and other stocks doubled in the first quarter, and the fund also appeared in the list of institutional investors at the end of last year.
