In the face of market shock and adjustment, Deng Xiaofeng, chief investment officer of Gaoyi assets, Zhu Shaoxing, deputy general manager of Wells Fargo fund, Fu Pengbo, deputy general manager of Ruiyuan fund, and Xiao Nan, star fund manager of e fund, have personally participated in the research of listed companies since April. On the whole, small and medium-sized market capitalization stocks have become the focus of the above-mentioned well-known fund managers.
On April 1, Fu Pengbo, who rarely investigated listed companies, appeared in the research list of Montnets Cloud Technology Group Co.Ltd(002123) . Together with Fu Pengbo, Ruiyuan fund Qin Wei, Yang Weizhou, Zhu Yu, Chen Yeyuan and others participated in the research. In addition, well-known private placements such as harmonious Huiyi assets and Shenzhi assets also participated in the teleconference.
According to the survey minutes, the organization pays more attention to the layout of Montnets Cloud Technology Group Co.Ltd(002123) in 5g messages Montnets Cloud Technology Group Co.Ltd(002123) said that the company began to distribute 5g messages a few years ago. At present, it is growing rapidly and has realized integration from platform side to service side.
It is worth noting that by the end of last year, Ruiyuan growth value managed by Fu Pengbo held Montnets Cloud Technology Group Co.Ltd(002123) 39914500 shares. However, Montnets Cloud Technology Group Co.Ltd(002123) share price has been halved since August last year. At present, the market value of the company is less than 10 billion yuan.
Aecc Aero-Engine Control Co.Ltd(000738) with a market value of more than 20 billion has also attracted many star investors to participate in the research. On April 11, Aecc Aero-Engine Control Co.Ltd(000738) ‘s teleconference attracted more than 120 participants, including Deng Xiaofeng, Zhu Shaoxing, and the torrent of 10 billion fund managers of Harvest Fund. In addition, Ma Ziyang of Central Huijin also appeared in the research list. The reporter found that the investment researchers of Central Huijin rarely appeared in the research activities of listed companies before.
According to the investigation, the organization paid more attention to the operation and liabilities of Aecc Aero-Engine Control Co.Ltd(000738) and asked some detailed questions of the company, including the reasons for the large fluctuation of the company’s gross profit margin in the fourth quarter of last year, the target or trend of the increase of net profit margin in the next few years, the customer attributes of customers 1, 2 and 3 in the company’s top five customer data, etc.
It is worth noting that Aecc Aero-Engine Control Co.Ltd(000738) is also Deng Xiaofeng’s heavy position stock. At the end of last year, the foreign trade trust managed by Deng Xiaofeng Gaoyi Xiaofeng Hongyuan collective fund trust plan became the top ten new circulating shareholders of Aecc Aero-Engine Control Co.Ltd(000738) .
Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) also attracted the attention of many institutions. On April 8, Penghua Fund Wang Zonghe, Nanfang fund Mao Wei, Guangfa fund Luo Yang, e fund Xiao Nan, Boshi fund Guo Jun and other well-known fund managers participated in the company’s teleconference.
In this survey, the agency paid more attention to the business of Jingji intelligent pig breeding. An organization asked: “the company previously planned a pig breeding capacity of more than 10 million pigs. How about the regional distribution? Facing the bottom of the cycle, is the company confident to continue to promote the plan?”
Jingji intelligent said that the company had previously signed a framework agreement on pig breeding investment with local governments. The investment planning is mainly distributed in Xuwen, Gaozhou, Yangjiang and other counties and cities in Guangdong, Hezhou in Guangxi and Wenchang in Hainan, of which more than 60% of the production capacity is in Guangdong. In 2021, the pig market was depressed, the pork price continued to fall below the cost line, and the pig breeding enterprises generally suffered losses. Combined with the changes of market conditions, the company has made corresponding adjustments in the promotion rhythm of reserve projects.
Jingji intelligence, with a market value of only more than 10 billion yuan, did not pay much attention before. By the end of last year, a total of 25 funds held 1.7401 million shares of Jingji intelligence, and most of them were index funds. However, since this year, the gradual release of the company’s pig breeding capacity has attracted the attention of the market.
For individual targets, some fund companies are collectively dispatched for research. From April 7 to April 15, Fuguo fund Cao Jin, Mao Lianyong, Wu Yangxue, Peng Chenchen, Zhu Shaoxing, Bi Tianyu, Li Xiaoming, Li yemiao, Liu Lili, sun Meng, Fang Hao, Hou Wu, Lin Haoxiang, Wang Yi, Zhang Xiaowei, Yang Yongsheng, Zhang Muyu, Xu Bin, Fang Zhujing, Pu Shilin, Bai Yang, Yan Wei, Tang Yiheng, Yuan Bingbing and others gathered together to investigate Huali Industrial Group Company Limited(300979) , GF fund Fu Youxing, Chen yingzi, Chen Shaoping, Fang hang, Gu Yihui Li Chen and Wang Haitao also collectively participated in the research.
Statistics show that by the end of last year, Fuguo Tianyi value managed by Tang Yiheng, Fuguo Tianhui selected growth managed by Zhu Shaoxing and GF steady growth managed by Fu Youxing all held Huali Industrial Group Company Limited(300979) .
In addition, on April 14, star fund managers such as Yang Jinjin of BOCOM Schroder fund, Bo Guanhui of Yinhua Fund and Bao Wuwu of Jingshun Great Wall Fund investigated Beijing Baolande Software Corporation(688058) ; Similarly, from April 11 to April 15, famous fund managers such as Tang Xiaobin of GF fund, Sun Bin of Wells Fargo fund and Li Jin of Jingshun Great Wall Fund investigated Sf Diamond Co.Ltd(300179) . The market value of the above two companies is less than 6 billion yuan.
From the overall survey, star fund managers prefer small and medium-sized companies with strong growth, and some listed companies are already heavy positions of some fund managers. According to the survey summary, institutions generally pay more attention to the latest operation of listed companies, and put forward more detailed questions for the company’s dynamics, including the specific situation of the company’s customers and whether the follow-up development plan can be completed.
In the view of insiders, at the current time point, star fund managers intensively participate in the research of listed companies, which to some extent reflects their greater attention to the market. After this round of adjustment, many stocks have indeed fallen out of the price performance ratio, and fund managers are strengthening research and looking for investment opportunities.
Lu Bin, investment director of HSBC Jinxin fund, has a similar view, He wrote in the first quarterly report of HSBC Jinxin low carbon pioneer Fund: “we believe that short-term risk events have limited impact on the long-term value of the A-share market. Therefore, under the background of still good fundamentals, when the market fluctuates violently in the short term, taking the risk actively may be a better choice than avoiding the risk. From the perspective of one year and two years, the implied return of many stocks has been very attractive.”
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