As the stock index shock intensified, star fund managers stepped up their research on listed companies. For example, Zhang Kun recently investigated the “leader of medical services” Xi’An International Medical Investment Company Limited(000516) ; Xie Zhiyu investigated “heparin leader” Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) , “chemical leader” Lianhe Chemical Technology Co.Ltd(002250) ; Feng Mingyuan investigated “Internet service concept stock” Beyondsoft Corporation(002649) ; Fu Youxing and Chen Guangming’s Ruiyuan fund research “media leader” Focus Media Information Technology Co.Ltd(002027) ; Zhu Shaoxing investigated “salt lake lithium extraction equipment manufacturer” Sunresin New Materials Co.Ltd Xi’An(300487) and so on.
Zhang Kun’s research on “medical service leader” Xi’An International Medical Investment Company Limited(000516)
Recently, Zhang Kun, the star fund manager of e fund, appeared on Xi’An International Medical Investment Company Limited(000516) online research.
In addition to “loving wine”, Zhang Kun has paid attention to the assisted reproduction sector for a long time. This is the third survey of Zhang Kun Xi’An International Medical Investment Company Limited(000516) . In January and March this year, Zhang Kun also participated in the teleconference survey of Xi’An International Medical Investment Company Limited(000516) .
Xi’An International Medical Investment Company Limited(000516) released the report for the first quarter of 2022, and the company realized an operating revenue of 305 million yuan, a year-on-year decrease of 51.78%; The net profit attributable to the shareholders of the listed company was – 428 million yuan;
Public information shows that as a rare listed company of comprehensive medical services in the A-share market, Xi’An International Medical Investment Company Limited(000516) its core assets are three large general hospitals.
This year, Xi’An International Medical Investment Company Limited(000516) share price has fallen nearly 25%.
Xie Zhiyu survey
“heparin faucet” Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) , “chemical faucet” Lianhe Chemical Technology Co.Ltd(002250)
Recently, Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) announced that Xie Zhiyu of Xingzheng Global Fund participated in the company’s research. This is Xie Zhiyu’s second survey of Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) since March this year.
As of the first quarter report, Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) is still among the top 10 stocks of Xie Zhiyu’s Fund.
Public information shows that Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) has been engaged in the production of standard heparin sodium since the 1990s and gradually developed into the leader of heparin sodium API.
This year, Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) share price has fallen by 36%.
Besides Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) , Xie Zhiyu also participated in the online research of Lianhe Chemical Technology Co.Ltd(002250) recently, together with Li Yuanbo of Wells Fargo fund and others.
As of the first quarterly report, Xie Zhiyu held the stock in the fund managed by Xingquan Heyi and Xingquan Herun.
According to public information, Lianhe Chemical Technology Co.Ltd(002250) is a leading provider of chemical and technical solutions, committed to serving the global fields of pesticides, pharmaceuticals, functional chemicals, equipment and engineering technology.
Lianhe Chemical Technology Co.Ltd(002250) the first quarter report said that the net profit attributable to the owner of the parent company in the first quarter was 741224 million yuan, a year-on-year decrease of 11.71%; The operating revenue was 1.693 billion yuan, a year-on-year increase of 18.5%; The basic earnings per share was 0.08 yuan, a year-on-year decrease of 11.11%.
This year, the Lianhe Chemical Technology Co.Ltd(002250) share price has fallen by more than 22%.
Feng Mingyuan investigates “Internet service concept stock” Beyondsoft Corporation(002649)
Recently, Feng Mingyuan of Cinda AoYa fund appeared in Beyondsoft Corporation(002649) online research, which is the second time that Feng Mingyuan has participated in the research of the company since March this year.
For the gross profit margin that institutional investors are more concerned about, it decreased slightly compared with the same period last year. The company said that it was mainly because the business development was affected by the epidemic factors in some areas, and the personnel cost was relatively rigid. In the later stage, with the gradual recovery of the epidemic, we believe that based on Boyan’s solid service ability and high-quality customer structure, the company’s business will continue to develop steadily. Secondly, Boyan has a large proportion of overseas business. When the Chinese business is affected by the epidemic, the overseas business is gradually liberalized with the liberalization of the epidemic, which will be conducive to the development of overseas business and can be appropriately hedged against the impact of the epidemic on Chinese business. This is also the advantage of the global layout of the company’s business.
According to public information, Beyondsoft Corporation(002649) founded in April 1995, is a global IT consulting, solution and service provider. The company has established stable cooperative relations with many leading Internet companies.
Beyondsoft Corporation(002649) disclosed that the first quarter report of 2022 showed that during the reporting period, the company achieved an operating revenue of 1.483 billion yuan, an increase of 29.65% year-on-year; The net profit attributable to the shareholders of the listed company was 524571 million yuan, a year-on-year decrease of 7.11%; The basic earnings per share is 0.089 yuan.
Since this year, Beyondsoft Corporation(002649) share price has fallen by 17%.
Zhu Shaoxing investigated the “salt lake lithium extraction equipment manufacturer” Sunresin New Materials Co.Ltd Xi’An(300487)
Recently, Wells Fargo fund Zhu Shaoxing, Bi Tianyu and others appeared in Sunresin New Materials Co.Ltd Xi’An(300487) online research.
The data of nearly half a year show that Zhu Shaoxing has not held the stock in the managed fund.
The company announced its operating revenue of RMB 1.3 billion in the first quarter, with a year-on-year growth of RMB 2.02 billion; The net profit attributable to the shareholders of the listed company was 805123 million yuan, a year-on-year decrease of 7.79%; The basic earnings per share is 0.37 yuan.
According to public information, Sunresin New Materials Co.Ltd Xi’An(300487) is a listed company in the production of lithium extraction equipment in Salt Lake and the leader of adsorption resin in China. It focuses on adsorption and separation materials, specializes in the R & D, production and sales of adsorption and separation materials, and provides supporting system devices and overall solutions with special adsorption and separation materials as the core. It is a national specialized and new “little giant” enterprise.
This year, Sunresin New Materials Co.Ltd Xi’An(300487) share price has fallen by more than 30%.
Ruiyuan fund under Chen Guangming, Fu Youxing
research “media leader” Focus Media Information Technology Co.Ltd(002027)
Recently, many fund managers of Guangfa fund Fu Youxing and Ruiyuan fund under Chen Guangming appeared on Focus Media Information Technology Co.Ltd(002027) online research.
The steady growth of GF managed by Fu Youxing is a “senior shareholder” of focus. In the first and third quarters of 2021, the Fund ranked among Focus Media Information Technology Co.Ltd(002027) top ten circulating shareholders.
For the industry structure and future trend of advertisers concerned by institutional investors, Focus Media Information Technology Co.Ltd(002027) said that the company’s customer structure continued to be optimized in 2021, providing a long-term growth driving force for the company’s performance. At present, the company’s advertiser structure is diversified, and its customers widely cover many industries such as daily consumer goods, Internet, transportation, business services, entertainment and leisure, real estate and home furnishing.
By industry, the consumer goods industry is still the mainstay supporting the company’s performance growth. The income of customers from traditional industries such as daily consumer goods has further increased. At the same time, with the rapid growth of new consumer goods, many brands have successfully detonated cases, which makes the company occupy a very important position in the rising wave of new consumer industry.
According to public information, Focus Media Information Technology Co.Ltd(002027) was born in 2003, created the elevator media advertising model, and became the first Chinese advertising media stock listed on NASDAQ in 2005.
Focus Media Information Technology Co.Ltd(002027) 2022 first quarter report shows that the company achieved an operating revenue of 2.939 billion yuan, a year-on-year decrease of 18.19%; The net profit attributable to shareholders of listed companies was 929 million yuan, a year-on-year decrease of 32.12%;
This year, Focus Media Information Technology Co.Ltd(002027) share price has fallen nearly 30%
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