The first quarterly report of listed companies was unveiled, and the latest position adjustment and stock exchange of star fund managers also surfaced.
According to the latest disclosed quarterly report, Feng Liu of Gaoyi assets reduced Hisense Home Appliances Group Co.Ltd(000921) in the household appliance sector and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) in the traditional Chinese medicine sector in the first quarter. Deng Xiaofeng, who is also Gaoyi assets, also reduced Zijin Mining Group Company Limited(601899) in the first quarter, and the three private equity funds under his management reduced Zijin Mining Group Company Limited(601899) .
“Top stream” new energy star fund managers had differences in the first quarter. According to the fund’s four seasons report previously disclosed, the lithium cathode leader – Shanghai Putailai New Energy Technology Co.Ltd(603659) is the largest heavy position stock of Xinda Aoyin new energy industry fund and the second largest heavy position stock of ABC Huili new energy theme fund. However, the above two new energy star funds operated in the opposite direction in the first quarter. Feng Mingyuan of Xinda AoYa added Shanghai Putailai New Energy Technology Co.Ltd(603659) , Zhao Yi, a former star fund manager, reduced his holdings.
Zhu Shaoxing, the star fund manager of Wells Fargo, continued to “show up” Zhuzhou Kibing Group Co.Ltd(601636) the top ten circulating shareholders in the first quarter. Compared with the end of last year, the Wells Fargo Tianhui fund he managed increased its holdings of Zhuzhou Kibing Group Co.Ltd(601636) .
latest trends of Feng Liu and Deng Xiaofeng exposed
reduction Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Hisense Home Appliances Group Co.Ltd(000921) , Zijin Mining Group Company Limited(601899)
The first quarterly report of listed companies entered the disclosure period. Some listed companies with good financial performance in the first quarter took the lead in disclosing the quarterly report, and the trend of position adjustment and stock exchange of star fund managers was also displayed simultaneously.
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) 2022 the first quarterly report released on April 12 showed that the net profit attributable to the owner of the parent company in the first quarter was 110 million yuan, an increase of 30.94% year-on-year; The operating income was 1.079 billion yuan, a year-on-year increase of 25.16%; The basic earnings per share was 0.19 yuan, a year-on-year increase of 26.67%.
Jiangsu Kanion Pharmaceutical Co.Ltd(600557) is a large traditional Chinese medicine enterprise integrating R & D, production and trade of traditional Chinese medicine. At present, the company’s main product line focuses on the advantageous fields of traditional Chinese medicine, such as respiratory diseases, gynecological diseases, cardiovascular and cerebrovascular diseases, orthopedic diseases and so on.
At the end of last year, the national medical insurance administration and the State Administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which not only considered to include important drugs in the list of medical insurance drugs, but also expanded the channels for insured patients to designated retail drug stores by using “double channels”. After the opinions were issued, the traditional Chinese medicine sector enjoyed a collective carnival. As of the noon closing on April 12, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) rebounded from the phased low of 10.29 yuan on February 22 to 16.93 yuan, an increase of more than 64.53%.
However, Feng Liu, the private placement boss, chose to stop the profit in the first quarter. Gao yilinshan No. 1 Yuanwang fund he managed withdrew from Jiangsu Kanion Pharmaceutical Co.Ltd(600557) top ten circulating shareholders. Compared with the end of the fourth quarter of last year, he reduced at least 180605 million shares, with a reduction ratio of 23%.
In fact, not only Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Feng Liu also reduced his stake in Hisense Home Appliances Group Co.Ltd(000921) .
According to Hisense Home Appliances Group Co.Ltd(000921) first quarterly report, Gao yilinshan No. 1 Yuanwang fund held Hisense Home Appliances Group Co.Ltd(000921) 638 million shares at the end of the first quarter, still its third largest circulating shareholder, a decrease of 1.2 million shares compared with the end of the fourth quarter of last year, with a reduction ratio of 0.13%. Since the middle of 2020, gaoyilinshan No.1 Yuanwang fund has been the top ten circulating shareholders of Hisense Home Appliances Group Co.Ltd(000921) , which is also the first time Feng Liu has reduced his holdings of Hisense Home Appliances Group Co.Ltd(000921) .
The first quarterly report also showed that Hisense Home Appliances Group Co.Ltd(000921) achieved a total operating revenue of 18.304 billion yuan, a year-on-year increase of 31.35%; The net profit attributable to the shareholders of the listed company was 266 million yuan, a year-on-year increase of 22.10%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 186 million yuan, a year-on-year increase of 39.46%. Revenue and profit increased significantly year-on-year.
After the disclosure of the first quarterly report, on the morning of April 12, Hisense Home Appliances Group Co.Ltd(000921) share price once rose by the limit and fell by midday. It closed at 11.42 yuan in early trading this year, up 4.77% in half a day, but the share price has fallen by 24.62% this year.
Deng Xiaofeng, another star fund manager of Gaoyi assets, chose to reduce Zijin Mining Group Company Limited(601899) .
Zijin Mining Group Company Limited(601899) the first quarterly report shows that Gaoyi Xiaofeng No.2 letter fund and Gaoyi Xiaofeng Hongyuan collective trust plan managed by Deng Xiaofeng, and Gaoyi Xiaofeng No.1 Ruiyuan Securities Investment Fund ranked the fourth, fifth and ninth largest circulating shareholders in the first quarter. However, the holdings of the above three funds were reduced simultaneously in the first quarter, ranging from 0.1% – 0.22%. At the end of the first quarter, the three funds held 855 million shares Zijin Mining Group Company Limited(601899) , The proportion of circulating shares reached 4%.
Zijin Mining Group Company Limited(601899) the quarterly report was very bright. In the first quarter, the company’s mineral gold output increased by 17%, mineral copper output increased by 53% and mineral zinc output increased by 12% year-on-year. The revenue in the first quarter was 64.77 billion yuan, a year-on-year increase of 36.35%; The net profit was 6.124 billion yuan, a year-on-year increase of 143.88% Zijin Mining Group Company Limited(601899) shares rose 16.91% in the first quarter, closing at 11.62 yuan at noon on April 12, up 2.47% since the second quarter.
new energy star fund managers now disagree
Zhao Yi’s reduction Shanghai Putailai New Energy Technology Co.Ltd(603659) , Feng Mingyuan’s reverse increase
The operation trend of new energy star fund in the first quarter was also exposed.
Lithium battery cathode leader – Shanghai Putailai New Energy Technology Co.Ltd(603659) is a heavy position stock of several public funds. According to the data of the fund’s annual report, by the end of 2021, 665 funds held Shanghai Putailai New Energy Technology Co.Ltd(603659) , holding 120 million shares in total, with a total market value of nearly 20 billion yuan, accounting for 17.38% of the circulating shares. It is the number one heavy position stock of 9 funds, including Cinda Aoyin new energy industry fund. The recently disclosed annual reports of listed companies also revealed the latest operation of public funds on Shanghai Putailai New Energy Technology Co.Ltd(603659) .
According to the first quarterly report released by Shanghai Putailai New Energy Technology Co.Ltd(603659) , the theme fund of Agricultural Bank of China Huili new energy managed by Zhao Yi, the former star fund manager, and the Huaxia energy innovation fund managed by Zheng Zehong reduced their holdings of Shanghai Putailai New Energy Technology Co.Ltd(603659) . By the end of the first quarter, Agricultural Bank of China Huili new energy held 12.03 million shares, with a stock market value of 1.692 billion yuan at the end of the period, a decrease of 0.28% month on month, retreating from the sixth largest circulating shareholder to the seventh largest circulating shareholder; Huaxia energy innovation holds 6.21 million shares, with a stock market value of 873 million yuan at the end of the period, and the number of shares decreased by 0.06% month on month, continuing to rank as the eighth largest circulating shareholder; Feng Mingyuan, another star fund manager, increased his position in the first quarter. He increased his position by 190000 shares in the first quarter, with a slight increase of 0.03% month on month. At the end of the first quarter, he held 4.06 million shares with a market value of 571 million yuan, ranking the ninth largest shareholder of circulating shares.
According to the data, Shanghai Putailai New Energy Technology Co.Ltd(603659) achieved an operating revenue of 3.131 billion yuan in the first quarter, an increase of 80% year-on-year; The net profit attributable to shareholders of listed companies was 637 million yuan, an increase of 90.28% year-on-year; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 613 million yuan, a year-on-year increase of 96%; The basic earnings per share is 0.92 yuan. At the same time, through the rapid growth of the company’s business scale and utilization rate of coating materials, the comprehensive profit rate of the company will be further enhanced in the reporting period.
However, affected by the adjustment of the new energy sector, Shanghai Putailai New Energy Technology Co.Ltd(603659) continued to callback from the phased high of 200.37 yuan at the end of November last year, and closed at 134.41 yuan at noon on April 12, with a callback range of more than 30%.
Feng Mingyuan also reduced his holdings of another stock in the new energy sector in the first quarter – Changying Xinzhi Technology Co.Ltd(002664) .
According to the first quarterly report disclosed in Changying Xinzhi Technology Co.Ltd(002664) disclosure, Cinda Aoyin new energy industry fund managed by Feng Mingyuan held 7.424 million shares, a decrease of 640000 shares compared with the end of last year, with a reduction ratio of 0.18%. At the end of the period, it held a stock market value of 90 million yuan and remained the seventh largest circulating shareholder.
The profit data of Changying Xinzhi Technology Co.Ltd(002664) first quarterly report is not ideal. According to the first quarterly report, during the reporting period, Changying Xinzhi Technology Co.Ltd(002664) achieved an operating revenue of 828 million yuan, a year-on-year increase of 9.83%; The net profit attributable to the shareholders of the listed company was 318683 million yuan, a year-on-year decrease of 42.84%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 289108 million yuan, a year-on-year decrease of 47.34%; The net cash outflow from operating activities was 132 million yuan, compared with 737529 million yuan in the same period of last year; The basic earnings per share is 0.08 yuan.
As of the afternoon of November 12, Changying Xinzhi Technology Co.Ltd(002664) volume closed at 12.85 yuan, down nearly 50% from its phased high of 26.38 yuan at the end of November last year.
Zhu Shaoxing continued to increase positions in the first quarter Zhuzhou Kibing Group Co.Ltd(601636)
Year on year decrease of net profit in the first quarter
Zhu Shaoxing, the star fund manager of Wells Fargo fund, has been a firm holder of Zhuzhou Kibing Group Co.Ltd(601636) for more than half a year, and he is still adding positions in the first quarter.
According to the first quarterly report disclosed by Zhuzhou Kibing Group Co.Ltd(601636) disclosure, as of the end of the first quarter, Wells Fargo Tianhui fund managed by Zhu Shaoxing held 20.099 million shares, an increase of 10.45 million shares compared with the shareholding data disclosed in the repurchase announcement on March 18, and an increase of 680992 million shares compared with the end of last year, with an increase ratio of more than 50%. At the end of the first quarter, it held a stock market value of 265 million yuan, ranking the seventh largest shareholder of circulating shares.
According to the data of the first quarterly report, Zhuzhou Kibing Group Co.Ltd(601636) in the first quarter, the net profit attributable to the owner of the parent company was 522 million yuan, a year-on-year decrease of 40.69%; The operating revenue was 3.063 billion yuan, a year-on-year increase of 4.81%; The basic earnings per share was 0.1943 yuan, a year-on-year decrease of 40.69%.
Everbright Securities Company Limited(601788) said that due to weak industry demand and rising costs, Zhuzhou Kibing Group Co.Ltd(601636) performance fell year-on-year, but it is still at a record high in the same period. In the first quarter of 2022, the shortage of funds in the real estate chain has not been effectively alleviated. In addition, the epidemic has also suppressed the release of glass demand to a certain extent, and the overall price performance is average. At the same time, the rising price of raw and fuel materials has greatly reduced the profit space of the industry.
Zhuzhou Kibing Group Co.Ltd(601636) previously announced on March 17, 2022 that in order to reduce the transaction volume between the photovoltaic business segment and other business segments, further highlight the main business of the photovoltaic glass segment, and avoid the compliance defects of inadequate handling of some administrative approval procedures, it is planned to transfer the operating assets and liabilities involved in the two existing float ultra white glass production lines of Zhangzhou photovoltaic to Zhangzhou Qibin according to the net book value. At present, the transfer and settlement of this matter has been completed.
Everbright Securities Company Limited(601788) believes that the company’s photovoltaic float technology is the first to break through, and its products are in line with the industrial development trend with its unique advantages. It is expected to coexist with photovoltaic calendering in the future, and this route will continue to be promoted. In the context of the limited capacity of China’s newly-built float process, it is not ruled out that the company may expand its photovoltaic float process capacity overseas in the future. With the mitigation of the epidemic and the effectiveness of policy transmission, the subsequent float glass industry is still expected to return to high prosperity.
As of the afternoon of April 12, Zhuzhou Kibing Group Co.Ltd(601636) closed at 13.47 yuan, down nearly 30% from the phased high of 19.48 yuan in early December last year.
