The disclosure of the first quarterly report of A-Shares ended.
With the disclosure of the first quarterly report of Shanghai and Shenzhen stock markets, the positions of one of the forces of the “national team” – Central Huijin Asset Management Co., Ltd. and Central Huijin Investment Co., Ltd. (hereinafter referred to as “Central Huijin”) also surfaced.
As of April 29, the disclosed quarterly report shows that in the first quarter of 2022, Central Huijin increased its holdings of four stocks and withdrew from the list of the top ten shareholders of four stocks.
increased 4 shares
In the first quarter of 2022, Central Huijin was among the top ten shareholders of two new stocks.
According to wind statistics, the two stocks are Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) ( Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) ) and Black Peony (Group) Co.Ltd(600510) ( Black Peony (Group) Co.Ltd(600510) ), with the latest market value of positions of 149 million yuan and 38 million yuan respectively.
In addition, Central Huijin increased its holdings of Citic Securities Company Limited(600030) ( Citic Securities Company Limited(600030) ) 26758300 shares and Petrochina Company Limited(601857) ( Petrochina Company Limited(601857) ) 270000 shares in the first quarter of 2022, with the latest market value of positions of 3.851 billion yuan and 1.087 billion yuan respectively.
After the increase, the shareholding ratio of Central Huijin to Petrochina Company Limited(601857) is still 0.11%. However, with Citic Securities Company Limited(600030) completing the allotment in 2022, the shareholding ratio of Central Huijin decreased by 0.01% to 1.80%.
By industry, the two new stocks of Central Huijin belong to the public utilities and real estate industries respectively; The two additional shares belong to mining and non banking financial industries respectively.
withdraw from the list of top ten shareholders of four stocks
In addition to the additional holdings of four stocks, wind data showed that in the first quarter of 2022, Central Huijin no longer appeared in the list of the top ten shareholders of four stocks.
Specifically, in the first quarter of 2022, among the top ten shareholders of China Eastern Airlines Corporation Limited(600115) ( China Eastern Airlines Corporation Limited(600115) ), Suning.Com Co.Ltd(002024) ( Suning.Com Co.Ltd(002024) ), Guoyuan Securities Company Limited(000728) ( Guoyuan Securities Company Limited(000728) ), Shanghai Kaibao Pharmaceutical Co.Ltd(300039) ( Shanghai Kaibao Pharmaceutical Co.Ltd(300039) ), Central Huijin no longer appeared.
Among them, Central Huijin reduced its holdings of China Eastern Airlines Corporation Limited(600115) , Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , and withdrew from the list of top ten shareholders of Guoyuan Securities Company Limited(000728) , Suning.Com Co.Ltd(002024) .
Comparing the 2021 annual report of China Eastern Airlines Corporation Limited(600115) with the first quarterly report of 2022, it can be seen that at the end of 2021, Central Huijin was the tenth largest shareholder of China Eastern Airlines Corporation Limited(600115) , holding 796169 million shares; At the end of the first quarter of 2022, China Eastern Airlines Corporation Limited(600115) the tenth largest shareholder with unlimited sales conditions held 784463 million shares, while Central Huijin reduced its holdings and withdrew from the list of the top ten shareholders with unlimited sales conditions.
Shanghai Kaibao Pharmaceutical Co.Ltd(300039) is the same: at the end of 2021, Central Huijin was the fourth largest shareholder of Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , holding 30403700 shares; At the end of the first quarter of 2022, the number of shares held by the tenth largest shareholder was 2257800 shares, while Central Huijin reduced its holdings and withdrew from the list of the top ten shareholders with unlimited sales conditions.
However, by comparing Guoyuan Securities Company Limited(000728) ‘s 2021 annual report and the first quarterly report of 2022, it can be found that at the end of 2021, Central Huijin was the tenth largest shareholder with unlimited sales conditions, holding 679842 million shares; At the end of the first quarter of 2022, the number of shares held by the tenth largest shareholders with unlimited sales conditions was 712393 million shares. Central Huijin did not appear in the list of the top ten shareholders with unlimited sales conditions, and there was no way to know the change of their number of shares.
Similarly, at the end of 2021, Central Huijin was Suning.Com Co.Ltd(002024) the tenth largest shareholder with unlimited sales conditions, holding 716932 million shares; At the end of the first quarter of 2022, Suning.Com Co.Ltd(002024) the tenth largest shareholder with unlimited sales conditions held 73039100 shares, while Central Huijin did not appear in the list of the top ten shareholders with unlimited sales conditions.
By industry, the two shares reduced by Central Huijin belong to the transportation, pharmaceutical and biological industries respectively, and the two shares withdrawn from the list of the top ten shareholders belong to the non bank financial and commercial trade industries respectively.
top ten heavyweight stocks remained stable
Compared with the end of 2021, the list of the top ten heavyweight stocks of Central Huijin in the first quarter of 2022 has not changed, and the allocation idea remains unchanged.
According to wind data, Bank Of China Limited(601988) ( Bank Of China Limited(601988) ), Industrial And Commercial Bank Of China Limited(601398) ( Industrial And Commercial Bank Of China Limited(601398) ), Agricultural Bank Of China Limited(601288) ( Agricultural Bank Of China Limited(601288) ) still occupy the top three heavy positions of Central Huijin. The market value of the positions of the three stocks exceeds 400 billion yuan, and they all belong to the banking industry.
Followed by China Securities Co.Ltd(601066) ( China Securities Co.Ltd(601066) ), New China Life Insurance Company Ltd(601336) ( New China Life Insurance Company Ltd(601336) ), Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) ), Shenwan Hongyuan Group Co.Ltd(000166) ( Shenwan Hongyuan Group Co.Ltd(000166) ) occupy the fourth to seventh largest positions of Central Huijin. The market value of the positions of the four stocks exceeds 20 billion yuan, and they all belong to the non bank financial industry.
In addition, at the end of the first quarter of 2022, Central Huijin also had heavy positions in Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) ), Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) ), Midea Group Co.Ltd(000333) ( Midea Group Co.Ltd(000333) ), etc.
