After a substantial adjustment in the market, many star fund managers recently began to investigate listed companies and look for investment opportunities at the low level of the market. According to the data, as of May 18, a total of 25 stocks have received collective research from hundreds of institutions during the month, including Bank Of Ningbo Co.Ltd(002142) , Ninestar Corporation(002180) , Ganfeng Lithium Co.Ltd(002460) , Zhejiang Nhu Company Ltd(002001) and other heavy positions of public funds.
For example, on May 17, Zhejiang Nhu Company Ltd(002001) held a specific object survey, and Deng Xiaofeng, chief investment officer of Gaoyi assets, rarely appeared. In addition to Deng Xiaofeng, Zhejiang Nhu Company Ltd(002001) ‘s institutional research can be said to be a gathering of stars. Chen Hao of e fund, Luo Shuai of South Fund, Cai bin of Boshi fund, Zhao Xiaodong of Guohai Franklin fund, Fu Bin of China Merchants Fund and many other star fund managers also appeared in the list of participants.
The impact of the epidemic situation on China’s fine chemical companies and . The company said that due to the Shanghai epidemic, the Shanghai port could not be transported normally, resulting in congestion in other ports. The company’s transportation was affected to some extent in April, but the transportation has improved since May; The company signed long-term orders with foreign customers, and the export remained stable.
For another example, Bank Of Ningbo Co.Ltd(002142) is the largest number of stocks surveyed by institutional investors since May. The investor teleconference held on May 12 was attended by more than 200 investment institutions, including not only head public funds such as e fund, GF, Huaxia, Central Europe and Nanfang, but also well-known private equity institutions such as Gaoyi assets, Jinglin assets and freshwater spring investment. The list of participants is also full of star fund managers, Including Zhao Feng of Ruiyuan fund, Hu Jianping of Shibei investment, Wang Zonghe of Penghua Fund, etc.
In this telephone survey, Bank Of Ningbo Co.Ltd(002142) mainly responded to the company’s core competitiveness, business strategy, main measures of risk management, how to serve small and micro enterprises and other issues. For the focus of the business strategy in 2022, Bank Of Ningbo Co.Ltd(002142) said that first, focus on the transformation and upgrading of business model and dig deep into the business moat; Second, pay close attention to the implementation of various risk control measures and strictly abide by the bottom line of risk; Third, accelerate the application of financial science and technology and strengthen the support and guidance of science and technology; Fourth, adhere to the professional business philosophy and improve the business efficiency of employees and institutions.
In addition, Fu Bin of China Merchants Fund and Yang Yu of huitianfu fund investigated Zhejiang Weixing Industrial Development Co.Ltd(002003) , Wang Keyu of Hongde fund investigated Hunan Sokan New Materials Co.Ltd(688157) , He Qi of Western Lide fund investigated Chengdu Wintrue Holding Co.Ltd(002539) , and Bi Tianyu of Fuguo fund investigated Sichuan Injet Electric Co.Ltd(300820) , etc.
Many star fund managers have also spoken recently to express their confidence in the future market.
Zhou Weiwen, chairman and investment director of China Europe Fund equity investment decision-making committee, said that there are three favorable factors to support the market: the adjustment of some industries is completed, some excellent listed companies gradually appear investment opportunities after the industry boom bottoms out, and the current monetary policy is relatively beneficial to the capital market. Zhou Weiwen believes that in terms of industry configuration, in the second half of the year, we prefer long-term consumer service industries and some emerging industries.
Li Yongxing, deputy general manager and equity investment director of YONGYING fund, believes that he is not pessimistic for the overall economy or the stock market. With the increase of policy efforts, the economic and stock market probability will rise. However, he also said that the important logic supporting the development of the manufacturing industry in the past two years has been affected by the epidemic, and the uncertainty has increased. This requires continuous observation of the progress of the resumption of the epidemic and whether the downstream overseas orders have changed.
