With the disclosure of the first quarterly report of listed companies, the latest position trend of a group of star fund managers has surfaced.
According to the latest quarterly report, Feng Mingyuan has newly entered the "new energy vehicle concept stock" Dongguan Dingtong Precision Metal Co.Ltd(688668) ; Qiu Dongrong's new "vitamin AD supplement leader" Shandong Wit Dyne Health Co.Ltd(000915) ; Han Chuang Xinjin's "new energy concept stock" Guanghui Energy Co.Ltd(600256) , while Lu Bin returned to the top ten; Zhu Shaoxing, Yuan Fang, etc. added "motorcycle leader" Zhejiang Cfmoto Power Co.Ltd(603129) ; Liu Gesong sticks to the "blood purification faucet" Jafron Biomedical Co.Ltd(300529) , while Hou Hao adds positions; Xiezhiyu added "PCB leader" Shennan Circuits Co.Ltd(002916) Shenzhen Dynanonic Co.Ltd(300769)
Feng Mingyuan's new "new energy vehicle concept stock" Dongguan Dingtong Precision Metal Co.Ltd(688668)
On April 14, Dongguan Dingtong Precision Metal Co.Ltd(688668) released the first quarterly report of 2022, which showed that Cinda new energy managed by Feng Mingyuan entered Dongguan Dingtong Precision Metal Co.Ltd(688668) top ten circulating shareholders for the first time, holding 558000 shares and a market value of about RMB 30 million, ranking the ninth largest circulating shareholder.
In addition, Du Yang's ICBC Credit Suisse strategic transformation theme fund also holds 1.56 million shares, ranking the third largest circulating shareholder; Zhong Shuai's Chinese industry boom still holds Dongguan Dingtong Precision Metal Co.Ltd(688668) 1998000 shares, ranking the second largest circulating shareholder.
Public information shows that the company is a high-tech enterprise focusing on R & D, production and sales of communication connector precision components and automobile connector precision components. On April 8, Dongguan Dingtong Precision Metal Co.Ltd(688668) announced that it was planned to raise no more than 800 million yuan for the production and construction projects of high-speed communication connector components, new energy vehicle connectors and supplement working capital.
Dongguan Dingtong Precision Metal Co.Ltd(688668) 2022 first quarter report shows that during the reporting period, the company achieved a revenue of 176 million yuan, with a year-on-year increase of 70.64%; The net profit attributable to the parent company was 32.23 million yuan, a year-on-year increase of 46.09%;
Last year, the Dongguan Dingtong Precision Metal Co.Ltd(688668) share price rose by 138.83% in total. Since this year, the share price has fallen by more than 35%.
Qiu Dongrong's new "vitamin AD supplement leader" Shandong Wit Dyne Health Co.Ltd(000915)
Liu Gesong still sticks to
Shandong Wit Dyne Health Co.Ltd(000915) 2022 first quarter report shows that Qiu Dongrong's Zhonggeng value piloting mix entered Shandong Wit Dyne Health Co.Ltd(000915) for the first time
The top ten tradable shares hold 3.398 million shares, with a market value of about 119 million yuan, ranking the seventh largest tradable shareholder.
In addition, Liu Gesong's gf dual engine upgrade mix, GF innovation upgrade flexible configuration mix and GF diversified emerging stocks are still on the list of the top ten circulating shareholders, and the number of shares held remains unchanged compared with the previous period.
Southwest Securities Co.Ltd(600369) recently released a research report, which shows that the company has stripped off its chemical and environmental protection business and continued to focus on the main pharmaceutical industry, so the company has sufficient motivation for long-term development; The company is the absolute leader of vitamin AD supplements. The second-line varieties of the company continue to be rich, and vitamin D drops (idxin) are expected to accelerate the volume.
Shandong Wit Dyne Health Co.Ltd(000915) 2022 reported that the net profit attributable to the owner of the parent company in the first quarter was 156 million yuan, an increase of 43.18% year-on-year; The operating revenue was 606 million yuan, a year-on-year increase of 23.74%.
Shandong Wit Dyne Health Co.Ltd(000915) share price rose by 31.75% last year and 4.33% this year.
hanchuangxinjin "new energy concept stock" Guanghui Energy Co.Ltd(600256)
Lu Bin returns to the top ten
6 Brother Enterprises Holding Co.Ltd(002562) 022 first quarter report shows that the two funds managed by Lu Bin return to the list of Guanghui Energy Co.Ltd(600256) top ten circulating shareholders. HSBC Jinxin low carbon pioneer and HSBC Jinxin dynamic strategy hold 64.41 million shares and 56.153 million shares respectively, with a market value of 528 million yuan and 460 million yuan, ranking the eighth and ninth largest circulating shareholders.
Guanghui Energy Co.Ltd(600256) as a "unique stock" of Lu Bin, in fact, in the third quarter of last year, the above two funds newly became Guanghui Energy Co.Ltd(600256) top ten circulating shareholders. At that time, Guanghui Energy Co.Ltd(600256) share price performed well in the third quarter of last year, and the share price rose from 3.27 yuan at the beginning of July to 8.68 yuan at the end of September. In the fourth quarter, the above two funds left the top ten temporarily and now return to the top ten again.
In addition, Han Chuang's Dacheng cutting-edge industry increased 6 Zhejiang Busen Garments Co.Ltd(002569) 8000 shares in the first quarter, and its managed Dacheng cutting-edge industry and Dacheng Ruijing ranked among the top 6 and 10 circulating shareholders respectively.
The 2021 annual report mentioned that the increase of Guanghui Energy Co.Ltd(600256) revenue was mainly due to the substantial increase in the sales volume and sales price of natural gas, coal and coal chemical products, the stable operation of Qidong LNG terminal, the substantial increase in the sales volume of pipeline gas and the increase in the business volume of expanding international trade in natural gas.
Guanghui Energy Co.Ltd(600256) disclosed that in the first quarter of 2022, the company achieved an operating revenue of 9.398 billion yuan in the first quarter, an increase of 70.1% year-on-year. The net profit attributable to shareholders of listed companies was 2.213 billion yuan, a year-on-year increase of 175.67%.
Guanghui Energy Co.Ltd(600256) last year, the stock price rose 131.10% and this year, the stock price rose 45.26%.
Xie Zhiyu's new "leader in lithium iron phosphate production" Shenzhen Dynanonic Co.Ltd(300769)
Shenzhen Dynanonic Co.Ltd(300769) 2022 first quarter report shows that Xingquan Trend Investment managed by Xie Zhiyu and others has become the top ten circulating shareholders. As of the first quarter, the fund held Shenzhen Dynanonic Co.Ltd(300769) 1089000 shares with a market value of 619 million yuan, ranking the fourth largest circulating shareholder.
In addition, Dongfang new energy automobile, shenwanlingxin new economy, e fund environmental protection theme and other funds ranked sixth to tenth largest circulating shareholders.
Public information shows that the company is a national high-tech enterprise committed to the R & D, production and sales of core materials for lithium-ion batteries.
Shenzhen Dynanonic Co.Ltd(300769) released the report for the first quarter of 2022, realizing an operating revenue of 3.374 billion yuan, a year-on-year increase of 561.88%; The net profit attributable to shareholders of listed companies was 762 million yuan, a year-on-year increase of 140277%;
Last year, Shenzhen Dynanonic Co.Ltd(300769) share price rose 193.76% in total.
Zhu Shaoxing, Yuan Fang and other "motorcycle leaders" Zhejiang Cfmoto Power Co.Ltd(603129)
Zhejiang Cfmoto Power Co.Ltd(603129) 2022 first quarter report shows that Fuguo Tianhui selected growth managed by Zhu Shaoxing increased Zhejiang Cfmoto Power Co.Ltd(603129) 99100 shares. As of the first quarter, the fund held Zhejiang Cfmoto Power Co.Ltd(603129) 208 million shares, with a market value of about 211 million yuan, ranking the ninth largest circulating shareholder.
In addition, Yuan Fang's ICBC Credit Suisse sports industry and ICBC Credit Suisse Yuanxing also increased their positions in varying degrees Zhejiang Cfmoto Power Co.Ltd(603129) , ranking the 8th and 10th largest circulating shareholders.
Public information shows that the company is a leading brand of entertainment and leisure power equipment in China Zhejiang Cfmoto Power Co.Ltd(603129) focuses on the R & D and manufacturing of large displacement water-cooled power technology. Its main products are all terrain vehicles and motorcycles.
Zhejiang Cfmoto Power Co.Ltd(603129) released the report for the first quarter of 2022, and the company achieved an operating revenue of 2.262 billion yuan, a year-on-year increase of 44.93%; The net profit attributable to the shareholders of the listed company was 105 million yuan, a year-on-year increase of 10.22%;
This year, Zhejiang Cfmoto Power Co.Ltd(603129) share price has fallen by 45.97%.
Liu Gesong sticks to the "blood purification faucet" Jafron Biomedical Co.Ltd(300529)
Hou haojiacang
On April 13, Jafron Biomedical Co.Ltd(300529) released the performance report for the first quarter of 2022. As of the first quarter report, the four funds managed by Liu Gesong - GF dual engine upgrade, GF innovation upgrade, GF Small Cap Growth and GF technology pioneer held Jafron Biomedical Co.Ltd(300529) 42678400 shares in total, accounting for 8.32% of the total share capital of the company, ranking among the top 3, 4, 5 and 6 circulating shareholders respectively.
Liu Gesong completed the layout of Jafron Biomedical Co.Ltd(300529) before the first quarter of 2021. At that time, Jafron Biomedical Co.Ltd(300529) was also at the high point of the stock price. Liu Gesong held more than three consecutive quarters. In May last year, the Jafron Biomedical Co.Ltd(300529) share price reached a new high since its listing, with a total market value of more than 83 billion yuan. Subsequently, the company's share price fluctuated downward, with the latest market value of 37.6 billion yuan. Although the share price is higher, Liu Gesong still sticks to it and does not adjust his Jafron Biomedical Co.Ltd(300529) shares.
In addition to Liu Gesong, China Merchants Guozheng biomedicine managed by Hou Hao increased Jafron Biomedical Co.Ltd(300529) 46300 shares in the first quarter, with a market value of about 315 million yuan, ranking the 10th largest current shareholder.
Public information shows that Jafron Biomedical Co.Ltd(300529) is mainly engaged in the R & D, production and sales of blood perfusion related products and equipment, and the products are mainly used for the treatment of uremia, poisoning, severe liver disease and other fields.
Jafron Biomedical Co.Ltd(300529) released the report for the first quarter of 2022, realizing an operating revenue of 697 million yuan, with a year-on-year increase of 20.46%; The net profit attributable to the shareholders of the listed company was 335 million yuan, a year-on-year increase of 18.32%;
Since the beginning of this year, Jafron Biomedical Co.Ltd(300529) share price has fallen by 15.55%.
xie Zhiyu, Yuan Weide and other "PCB leaders" Shennan Circuits Co.Ltd(002916)
On April 12, Shennan Circuits Co.Ltd(002916) released the performance report for the first quarter of 2022. As of the first quarter report, the funds under management of star fund managers Xie Zhiyu and Yuan Weide increased their holdings of China's "PCB (printed circuit board) leader" Shennan Circuits Co.Ltd(002916) . In the list of the top ten circulating shareholders of listed companies Shennan Circuits Co.Ltd(002916) listed companies, Tong LAN, the managing director and Xie Zhiyu showed the trend of rejuvenating the whole, with an increase of 3.8165 million shares over the previous period, a total market value of nearly 600 million shares, and a total position of 1.33%, ranking the second largest circulating shareholder. Compared with the previous period, Yuan Weide's China EU value smart election a held 265900 shares, with a market value of about 181 million, accounting for 0.41% of the shares, ranking the ninth largest circulating shareholder.
The reporter noted that among the top ten institutional shareholders of Shennan Circuits Co.Ltd(002916) there are also many well-known foreign investors, such as the Central Bank of Norway, the Canadian pension plan investment committee, Abu Dhabi Investment Bureau, etc. In addition, the well-known private placement Danshui spring also increased its holdings of Shennan Circuits Co.Ltd(002916) .
According to public information, the industry of the company is semiconductor and components, and its main business is the design, R & D and manufacturing of high and middle end printed circuit boards.
As of the first quarter report, the company achieved an operating revenue of 3.316 billion yuan, a year-on-year increase of 21.68%, a net profit of 348 million yuan, a year-on-year increase of 42.83%, and a basic earnings per share of 0.70 yuan.
In terms of share price, Shennan Circuits Co.Ltd(002916) has fallen nearly 25% this year
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