The disclosure of Listed Companies in the first quarter of 2022 entered an intensive period, and the latest position adjustment and stock exchange of top stream star fund managers surfaced.
The China EU medical and health fund managed by Glenn has bucked the market for several consecutive quarters and added positions to the leading position of medical devices Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , with the latest stock market value of nearly 4 billion yuan; The three products managed by Liu Gesong increased their holdings of the leading photovoltaic inverter Sungrow Power Supply Co.Ltd(300274) , with a total holding of nearly 3.5 billion yuan; In the first quarter of this year, fupengbo slightly reduced his shareholding in Hangcha Group Co.Ltd(603298) s, and the market value of his shareholding fell to less than 400million yuan; Xie Zhiyu increased his holdings of Sino Wealth Electronic Ltd(300327) , which was worth nearly 700 million yuan at the end of the first quarter.
Ge Lan continued to increase positions against the market Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760)
holding market value of nearly 4 billion yuan
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) on April 19, the annual report of 2021 and the first quarterly report of 2022 were released at the same time. The position adjustment and stock exchange of star fund managers Ge Lan and Liu Yanchun surfaced.
Ge Lan increased her positions for two consecutive quarters Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , and the China EU medical and health mixed fund under her management increased its positions by 5684400 shares in the fourth quarter of last year, and continued to increase its positions by 1124400 shares in the first quarter of this year. By the end of the first quarter, the number of shares held had increased to 12995700 shares, with a market value of 3.993 billion yuan at the end of the period, ranking the ninth largest circulating shareholder. However, Jingshun Great Wall emerging growth hybrid fund managed by Liu Yanchun chose to hold shares. By the end of the first quarter of this year, it still held 124998 million shares, with a market value of 3.841 billion yuan at the end of the period.
The China EU medical and health mixed fund managed by Glenn continued to increase its positions in the process of the decline of the stock after it entered the top ten circulating shareholders of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in the first quarter of last year.
Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) is the leader of medical devices in China. Its main business covers three fields: life information and support, in vitro diagnosis and medical imaging. According to the annual report of 2021, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) last year achieved an operating revenue of 25.27 billion yuan, an increase of 20.18% year-on-year; The net profit attributable to shareholders of listed companies was 8.002 billion yuan, a year-on-year increase of 20.19%; The basic earnings per share is 6.5868 yuan / share; The company plans to distribute a cash dividend of 35 yuan (including tax) for every 10 shares.
During the reporting period, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) life information and support business achieved an operating revenue of 11.153 billion yuan, an increase of 11.47% year-on-year; The in vitro diagnosis business realized an operating revenue of 8.449 billion yuan, a year-on-year increase of 27.12%; The medical imaging business realized an operating revenue of 5.426 billion yuan, a year-on-year increase of 29.29%.
At the same time, the first quarter report of 2022 also shows that Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) achieved an operating revenue of 6.943 billion yuan in the first quarter of this year, with a year-on-year increase of 20.10%; The net profit attributable to shareholders of listed companies was 2.105 billion yuan, a year-on-year increase of 22.74%.
In 2021 and the first quarter of 2022, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) achieved a high growth rate on the basis of the high base in 2020, which verified the company’s forward-looking judgment and grasp of the development trend of the medical device industry, and benefited from the continuous increase of R & D investment throughout the year. In 2021, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) R & D investment reached 2.726 billion yuan, a year-on-year increase of 30.08%.
Some insiders believe that the impact of centralized purchase may be overly worried. From the stock price performance of Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in recent one year, it rose to above 500 yuan in the middle of last year, but the subsequent decline was also very large, falling to about 276 yuan in less than two months. However, in April this year, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) appeared to rise for several consecutive trading days, which was adjusted this week. Overall, it fell by 13.78% this year, with a total market value of 398.1 billion yuan.
Liu Gesong’s overweight Sungrow Power Supply Co.Ltd(300274)
three products hold nearly 3.5 billion yuan in total
Sungrow Power Supply Co.Ltd(300274) announced the annual report of 2021 and the first quarterly report of 2022 on April 19, and the action of position adjustment and stock exchange of star fund manager Liu Gesong surfaced.
According to the annual report and the first quarterly report, the three funds of GF technology pioneer, GF industry strictly selected for three-year holding period and GF double engine upgrading managed by Liu Gesong increased their positions by 3 Shandong Xiantan Co.Ltd(002746) 98600 shares in the first quarter of this year, holding a total of 32287000 shares. The total market value of their shares at the end of the first quarter reached 3.463 billion yuan. The three funds ranked the fifth, eighth and tenth largest circulating shareholders respectively, but the increase and decrease actions are different. At the same time, GF high-end manufacturing stock fund managed by Zheng chengran also increased its position by 876600 shares, and the number of shares increased to 13245600 shares, with a market value of 1.421 billion yuan at the end of the period.
According to the first quarterly report of 2022, Sungrow Power Supply Co.Ltd(300274) in the first quarter of this year, the operating revenue was 4.568 billion yuan, a year-on-year increase of 36.48%; The net profit attributable to shareholders of listed companies was 411 million yuan, a year-on-year increase of 6.26%. The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 371 million yuan, a year-on-year decrease of 1.96%; The basic earnings per share is 0.28 yuan.
At the same time, the annual report of 2021 also shows that Sungrow Power Supply Co.Ltd(300274) achieved an operating revenue of 24.137 billion yuan, a year-on-year increase of 25.15%; However, the net profit attributable to shareholders of listed companies was 1.583 billion yuan, a year-on-year decrease of 19.01%; The basic earnings per share is 1.08 yuan, and it is proposed to distribute a cash dividend of 1.1 yuan (including tax) for every 10 shares.
According to the announcement, during the reporting period, Sungrow Power Supply Co.Ltd(300274) continued to focus on technology research and development, promote the integration and innovation of optical storage, vigorously promote the global brand strategy, deeply cultivate key market segments, give full play to the advantages of global marketing, service and supply chain, and continuously improve the global competitiveness and influence. The global shipment volume of photovoltaic inverter was 47gw, including 18gw in China and 29gw overseas, accounting for more than 30% of the global market. As of December 2021, The company’s total installed capacity of inverter equipment in the world has exceeded 224gw.
Judging from the stock price trend, Sungrow Power Supply Co.Ltd(300274) saw a stage high of 178.98 yuan / share in October last year, but the decline since then was not small. It fell to around 95 yuan in mid February this year, and then ushered in a wave of rebound. However, it continued to adjust in the near future. As of the closing on April 19, Sungrow Power Supply Co.Ltd(300274) closed at 90.10 yuan / share, with a total market value of 133.8 billion yuan, down 38.20% this year.
It is worth noting that the fixed increase of Sungrow Power Supply Co.Ltd(300274) last October will also usher in the lifting of the ban on restricted shares and listing and circulation on April 22 this year.
The number of restricted shares lifted this time is 28418600 shares, accounting for 1.9134% of the company’s current total share capital. At that time, the fixed issuance price was 128 yuan / share, and now the share price has fallen greatly.
Fu Pengbo slightly reduced his holdings in the first quarter Hangcha Group Co.Ltd(603298)
shareholding market value reduced to less than 400 million yuan
Hangcha Group Co.Ltd(603298) in the first quarterly report of 2022 released on April 19, the Ruiyuan growth value hybrid fund managed by Fu Pengbo slightly reduced its holdings by 1.05 million shares in the first quarter of this year, and the number of shares fell to 298062 million shares. The market value of shares held at the end of the period was 399 million yuan, ranking the third largest circulating shareholder. Meanwhile, Dongfanghong started a three-year holding hybrid fund and increased its holdings of Hangcha Group Co.Ltd(603298) .
Hangcha Group Co.Ltd(603298) is mainly engaged in the R & D, production and sales of forklift and other industrial vehicles. Its main products include internal combustion forklift, electric forklift and other industrial vehicles.
The first quarterly report showed that Hangcha Group Co.Ltd(603298) in the first quarter of this year, the operating revenue was 3.603 billion yuan, an increase of 7.50% year-on-year; The net profit attributable to shareholders of listed companies was 190 million yuan, a year-on-year decrease of 13.82%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 185 million yuan, a year-on-year decrease of 15.34%; The basic earnings per share is 0.22 yuan.
From the perspective of stock price performance, Hangcha Group Co.Ltd(603298) rose to a high middle note of 18.63 yuan / share in early January this year. After that, the adjustment range in the shock market was also very large. As of April 19th, Hangcha Group Co.Ltd(603298) closed at 13.18 yuan / share, with a total market value of 11 billion 400 million yuan, and this year’s decrease was 23.15%.
Xie Zhiyu increased his holdings against the market Sino Wealth Electronic Ltd(300327)
stock market value of nearly 700 million yuan at the end of the first quarter
Sino Wealth Electronic Ltd(300327) the latest quarterly report of 2021 shows that Xingquan Herun hybrid fund managed by star fund manager Xie Zhiyu increased its position by 1936400 shares in the market decline in the first quarter, and the number of shares increased to 120234 million, with a market value of 690 million yuan at the end of the period. At the same time, Xingzheng Global Fund also has a new vision of relocation management, flexible allocation and optimization of Xingquan business model. The two funds also increased their positions in the stock.
Sino Wealth Electronic Ltd(300327) is a high-tech enterprise focusing on the design and sales of single-chip integrated circuits. The first quarterly report shows that the company achieved an operating revenue of 464 million yuan during the reporting period, with a year-on-year increase of 51.44%; The net profit attributable to the shareholders of the listed company was 128 million yuan, a year-on-year increase of 89.97%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 110 million yuan, with a year-on-year increase of 87.86%.
In terms of stock price performance, Sino Wealth Electronic Ltd(300327) also fell sharply from the end of last year to this year. As of April 19, it closed at 54.25 yuan / share, with the latest market value of 16.9 billion yuan, down 20.10% this year.
