With the basic disclosure of the first quarterly report of listed companies, the latest positions of 10 billion private equity leaders have also surfaced.
In the first quarter of this year, Deng Xiaofeng of Gaoyi assets greatly reduced his holdings of Zijin Mining Group Company Limited(601899) , continued to increase his position in China stock market news, and arranged several military stocks at the same time; Feng Liu actively increased positions of Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Sany Heavy Industry Co.Ltd(600031) , and newly entered Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) , but reduced his holdings of China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) ; Jinglin assets newly entered Han’S Laser Technology Industry Group Co.Ltd(002008) , Danshui spring investment increased S.F.Holding Co.Ltd(002352) , Chongyang investment increased Sdic Power Holdings Co.Ltd(600886) , ningquan assets newly entered China Mobile, Panjing investment increased Ningbo Tuopu Group Co.Ltd(601689) .
reduction Zijin Mining Group Company Limited(601899) , overweight China stock market news
Deng Xiaofeng distributed multiple military stocks
According to the data of the first quarter report, the market value of several products managed by Deng Xiaofeng, the chief investment officer of 100 billion private equity Gaoyi assets, exceeded 22.8 billion yuan at the end of the first quarter.
The largest market value of Deng Xiaofeng’s position is still the non-ferrous leader Zijin Mining Group Company Limited(601899) . Although Gaoyi Xiaofeng No. 2 letter fund, Gaoyi Xiaofeng Hongyuan trust and Gaoyi Xiaofeng No. 1 Ruiyuan securities investment fund reduced their holdings of 862836 million shares in the first quarter of this year, the number of shares held at the end of the period still reached 855 million shares, with a market value of 9.691 billion yuan.
In the fourth quarter of last year, Deng Xiaofeng increased his holdings of Zijin Mining Group Company Limited(601899) more than 20 million shares, and the operation was just the opposite. Zijin Mining Group Company Limited(601899) , as the world’s leader in copper and gold mining, has now entered the new energy track. In the first quarter of this year, it achieved an operating revenue of 64.771 billion yuan, a year-on-year increase of 36.35%; The net profit attributable to shareholders of listed companies was about 6.124 billion yuan, a year-on-year increase of about 143.88%. Deng Xiaofeng bought Zijin Mining Group Company Limited(601899) in the third quarter of 2019, and it can be said that he has been in love for so long.
Deng Xiaofeng also favored China stock market news, an Internet brokerage giant. He continued to increase his positions in the first quarter of this year. His two products held 970864 million shares in total, with a total market value of 2.46 billion yuan at the end of the period. In the fourth quarter of last year, he also increased his holdings of 2352600 shares, which shows that he is optimistic for several consecutive quarters.
It is worth noting that Deng Xiaofeng also greatly increased the position of glass fiber leader China Jushi Co.Ltd(600176) . Gao yixiaofeng No. 2 wrote to the list of the top ten new circulating shareholders of the fund. Gao yixiaofeng Hongyuan trust increased its holdings of 30.1 million shares, and the two products held 101 million shares in total. At the end of the first quarter, the stock market value reached 1.535 billion yuan.
In addition, Deng Xiaofeng also actively distributed military stocks in the first quarter of this year, increasing his holdings of China Avionics Systems Co.Ltd(600372) , holding a total of 37615400 shares of the two products, with a market value of 706 million yuan at the end of the period; Xinjin China Marine Information Electronics Company Limited(600764) , holding 8.1855 million shares; It also holds Zhonghang Electronic Measuring Instruments Co.Ltd(300114) , Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , Huaqin technology, Aecc Aero-Engine Control Co.Ltd(000738) , Guizhou Space Appliance Co.Ltd(002025) and other military stocks.
Deng Xiaofeng also holds shares of several auto parts companies, such as Ningbo Xusheng Auto Technology Co.Ltd(603305) , Foryou Corporation(002906) , Chengdu Haoneng Technology Co.Ltd(603809) , etc; He holds several nonferrous chemical stocks, including Quechen Silicon Chemical Co.Ltd(605183) , China Molybdenum Co.Ltd(603993) . Gao yixiaofeng Hongyuan trust newly entered China Molybdenum Co.Ltd(603993) top ten circulating shareholders in the first quarter of this year. At the end of the period, he held 80511000 shares with a market value of 419 million yuan.
In addition, Deng Xiaofeng also entered the elevator advertising leader Focus Media Information Technology Co.Ltd(002027) , holding 109 million shares in the first quarter of this year, with a market value of 663 million yuan at the end of the period.
Feng liujiacang Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Sany Heavy Industry Co.Ltd(600031)
Xinjin Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) , reduction China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999)
According to the data disclosed in the first quarterly report, the market value of Gaoyi Linshan No. 1 Yuanwang fund managed by Feng Liu, managing director of Gaoyi assets, reached about 31.3 billion yuan at the end of the first quarter of this year.
Security leader Hangzhou Hikvision Digital Technology Co.Ltd(002415) is still Feng Liu’s number one heavy position stock (PS: among the top ten circulating shareholders of listed companies). In the first quarter of this year, gaoyilinshan No. 1 Yuanwang fund also increased its position by 6.2 million shares, increasing its shareholding to 210 million shares. At the end of the period, its market value reached 8.61 billion yuan, ranking the fifth largest circulating shareholder. Previously, Feng Liu reduced his holdings of Hangzhou Hikvision Digital Technology Co.Ltd(002415) 112 million shares in the fourth quarter of 2021. In the first quarter of this year, he may have increased his positions against the market by taking advantage of the sharp decline in share prices.
It is worth noting that Feng Liu greatly increased the position of construction machinery leader Sany Heavy Industry Co.Ltd(600031) , and Gao yilinshan No. 1 Yuanwang fund increased its holdings by 15 million shares in the first quarter, increasing its holdings to 185 million shares, with a market value of 3.241 billion yuan at the end of the period. In the fourth quarter of last year, Feng Liu also reduced his holdings of 30 million shares.
In addition, Feng Liu held two heavy positions Beijing Tongrentang Co.Ltd(600085) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , which remained unchanged in the first quarter of this year, and the stock market value at the end of the period was about 3 billion yuan.
From the perspective of newly acquired stocks, gaoyilinshan No. 1 Yuanwang fund first appeared in the list of top 10 circulating shareholders of Apt Medical Inc(688617) , Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) in the first quarter, holding 1.38 million shares and 13 million shares respectively, with a market value of 298 million yuan and 139 million yuan respectively at the end of the period.
In addition, Feng Liu also increased his holdings of Xiangtan Electric Manufacturing Co.Ltd(600416) , Henan Lingrui Pharmaceutical Co.Ltd(600285) , Yifeng Pharmacy Chain Co.Ltd(603939) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Micro-Tech (Nanjing) Co.Ltd(688029) , and other stocks.
However, he reduced his holdings of China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) 12 million shares, reduced his shareholding to 30 million shares at the end of the period, and the market value of his shareholding at the end of the period was 1.361 billion yuan; At the same time, it also reduced its holdings of Humanwell Healthcare (Group) Co.Ltd(600079) , Dashenlin Pharmaceutical Group Co.Ltd(603233) , Raytron Technology Co.Ltd(688002) , Hisense Home Appliances Group Co.Ltd(000921) , Guangzhou Grg Metrology&Test Co.Ltd(002967) , etc.
In addition, Feng Liu cleared the warehouse of Tianshan Aluminum Group Co.Ltd(002532) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Seazen Holdings Co.Ltd(601155) , Western Superconducting Technologies Co.Ltd(688122) , Jiangsu Boqian New Materials Stock Co.Ltd(605376) , etc.
Jinglin Xinjin Han’S Laser Technology Industry Group Co.Ltd(002008) , Danshui spring holdings S.F.Holding Co.Ltd(002352)
Chongyang holdings Sdic Power Holdings Co.Ltd(600886) , ningquan Xinjin China Mobile
Let’s take another look at the latest layout of another 100 billion private placement of Jinglin assets. According to the data of the first quarter report, Jinglin Global Fund and Jinglin Jingtai global private placement fund both entered the list of Han’S Laser Technology Industry Group Co.Ltd(002008) top ten circulating shareholders, holding a total of 12.82 million shares, with a market value of 492 million yuan at the end of the period.
In addition, Jinglin assets also continued to hold security shares Zhejiang Dahua Technology Co.Ltd(002236) , “Mustard grass” Chongqing Fuling Zhacai Group Co.Ltd(002507) , but reduced its holdings of China Merchants Property Operation & Service Co.Ltd(001914) .
There is also a 100 billion private placement of Danshui spring investment. In the first quarter of this year, it newly entered China’s private network communication leader Guangzhou Haige Communications Group Incorporated Company(002465) , bought 110284 million shares, and the market value of its shareholding at the end of the period was 113 million yuan.
Danshui spring also increased its holdings of S.F.Holding Co.Ltd(002352) , holding 238637 million shares in phase 5 of Danshui spring balance, with a market value of 1.091 billion yuan at the end of the period; At the same time, it also increased its holdings of Shennan Circuits Co.Ltd(002916) , holding a total of 4.6773 million shares of the two products, with a stock market value of 424 million yuan at the end of the first quarter.
Qiu guogen’s Chongyang investment at the helm pays attention to value investment. There were not many positions and stock exchanges in the first quarter of this year. First, it increased its holdings of Sdic Power Holdings Co.Ltd(600886) , and its three products held 174 million shares in total. At the end of the first quarter, its stock market value reached 1.622 billion yuan; At the same time, it also increased its holdings of Zhejiang Walrus New Material Co.Ltd(003011) , Streamax Technology Co.Ltd(002970) , but reduced its holdings of Quectel Wireless Solutions Co.Ltd(603236) , Zhejiang Nhu Company Ltd(002001) , and maintained its shareholding in Shanghai Jahwa United Co.Ltd(600315) .
In the first quarter of this year, ningquan asset, founded by Yang Dong, acquired new secondary shares of China Mobile. The two products held a total of 12517700 shares, with a market value of 837 million yuan at the end of the period; At the same time, ningquan also entered Unilumin Group Co.Ltd(300232) , Jiangsu Feiliks International Logistics Inc(300240) , Zhejiang Anglikang Pharmaceutical Co.Ltd(002940) , but reduced its holdings of Leyard Optoelectronic Co.Ltd(300296) , Huaneng Lancang River Hydropower Inc(600025) .
Panjing investment, led by Zhuang Tao, increased its holdings of Ningbo Tuopu Group Co.Ltd(601689) , with a total of 13.663 million shares held by the two products in the first quarter of this year, with a market value of 776 million yuan at the end of the period. Ningbo Tuopu Group Co.Ltd(601689) is engaged in the research and development of rubber shock absorption products and sound insulation products in the field of automobile NVH (i.e. shock absorption, noise reduction and comfort control); Panjing investment has also newly entered Sunresin New Materials Co.Ltd Xi’An(300487) , Zhejiang Gongdong Medical Technology Co.Ltd(605369) ; Increased its shareholding in Sanxiang Advanced Materials Co.Ltd(603663) , and remained unchanged in Hainan Poly Pharm.Co.Ltd(300630) , Tongling Jingda Special Magnet Wire Co.Ltd(600577) , Jiangshan Oupai Door Industry Co.Ltd(603208) , Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , etc.
