On May 17, Gansu Provincial Department of culture and tourism issued the notice on resuming the inter provincial team tourism business. From now on, the provincial travel agencies and online tourism enterprises will resume the inter provincial team tourism and “air ticket + Hotel” business on the premise of doing a good job in epidemic prevention and control, and open cultural and tourism business places such as class a scenic spots in an orderly manner.
This means that the tourism industry in Gansu Province affected by the epidemic will set sail again.
Boosted by the policies related to supporting the tourism industry, the recent performance of A-share tourism sector has been eye-catching, Lijiang Yulong Tourism Co.Ltd(002033) , Emei Shan Tourism Company Limited(000888) and other stocks have been positive for many days.
Interestingly, Niu San and Chen Shihui bought a lot of tourism stocks in the first quarter of this year and even raised their cards Lijiang Yulong Tourism Co.Ltd(002033) .
On March 25, Lijiang Yulong Tourism Co.Ltd(002033) announced that Chen Shihui and Wang Wanhong held 284832 million shares of the company, accounting for 5.18% of the total share capital of the company, reaching the placard line.
The reporter found that the positions of Chen Shihui and Wang Wanhong were mainly built in the first quarter of this year.
From November 4, 2021 to March 22, 2022, Chen Shihui accumulatively increased his holdings of Lijiang Yulong Tourism Co.Ltd(002033) 28245400 shares, accounting for 4.94% of the total share capital of the listed company, and the increase price range is 5.6-6.85 yuan per share; Wang Wanhong increased his holdings by 237800 shares.
The financial report shows that at the end of 2021, Chen Shihui held 3.067 million shares, that is, Chen Shihui increased his holdings of more than 20 million shares in the first quarter of this year.
This is not Chen Shihui’s first appearance on the Lijiang Yulong Tourism Co.Ltd(002033) shareholder list. At the end of 2019, Chen Shihui held Lijiang Yulong Tourism Co.Ltd(002033) 6970100 shares, with a shareholding ratio of 1.27%. At the end of the first quarter of 2020, it disappeared from the list of the company’s top ten shareholders.
At the end of June 2020, Chen Shihui reappeared in the list of Lijiang Yulong Tourism Co.Ltd(002033) shareholders, holding 103775 million shares, and then increased his position to 169797 million shares in the first quarter of 2021. After a slight reduction in the first quarter of 2021, he disappeared again at the end of the second quarter of the same year.
The reporter combed his historical shareholding data and found that Chen Shihui prefers small and medium-sized market capitalization stocks and likes to buy at the bottom away from the holding area, so as to capture the investment opportunities of stock price rebound or even reversal.
Baoding Tianwei Baobian Electric Co.Ltd(600550) 2014 first quarter report shows that at the end of the period, Chen Shihui newly held 5033400 shares, and the stock market value at that time was about 23 million yuan. At the end of the second quarter of 2014, it significantly increased its position to 15.785 million shares. At the end of the first quarter of 2015, its number of shares rose again to 181959 million. If calculated according to the closing price on March 31, its stock market value has reached 209 million yuan.
When Chen Shihui settled in the first quarter of 2014, it was the bottom of Baoding Tianwei Baobian Electric Co.Ltd(600550) since continuous adjustment in 2009, setting a base price of 3.83 yuan, and then rising all the way to 14.18 yuan in April 2015.
According to the 2015 semi annual report, Chen Shihui left the list of shareholders in the high share price area and made a lot of money.
Ofilm Group Co.Ltd(002456) is another classic case of Chen Shihui in recent years Ofilm Group Co.Ltd(002456) 2021 semi annual report shows that at the end of the period, Chen Shihui appeared in the list of top ten shareholders with nearly 30 million shares, with a market value of 260 million yuan. By the end of 2021, it had withdrawn from the top ten.
While raising the card Lijiang Yulong Tourism Co.Ltd(002033) , Chen Shihui also fell in love with two other tourism stocks in the first quarter of this year – Huangshan Tourism Development Co.Ltd(600054) , Emei Shan Tourism Company Limited(000888) .
For example, in the first quarter of this year, Chen Shihui entered the list of Huangshan Tourism Development Co.Ltd(600054) top ten shareholders. At the end of the period, he held 5.7 million shares with a market value of about 64 million yuan.
In addition, in the first quarter, Chen Shihui also entered the shareholder list of another tourism stock Emei Shan Tourism Company Limited(000888) and held 3.39 million shares at the end of the period, with a market value of about 26 million yuan.
