Since this year, A-Shares have experienced continuous adjustment, and the sudden epidemic has doubled the pressure of many private placement. In the face of the difficult situation, star private placement are still stepping up their research and looking forward to an early turnaround.
Chinese reporters from securities companies found that star private placements such as Danshui spring investment, Gaoyi assets, Panjing investment, Tongyuan investment and Yude investment are the research labor models this year. A-share companies such as Ninestar Corporation(002180) , Zhejiang Nhu Company Ltd(002001) , Zhejiang Yongtai Technology Co .Ltd(002326) , Ganfeng Lithium Co.Ltd(002460) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) , etc. have attracted intensive attention recently.
According to the data of tripartite institutions, only nine 10 billion private placements have achieved positive returns this year, among which Luoshu investment stands out. Although the short-term performance has retreated, private placement bosses have frequently spoken recently and are not pessimistic about the medium and long-term prospects of the market.
star private placement to step up investigation in the epidemic
According to the data, since the beginning of the year, Danshui spring investment, Gaoyi assets, Panjing investment, Tongyuan investment, Yude investment, Jingtai Lifeng, Xitai investment, Shibei investment, Dunhe asset management and Jianshun investment have ranked among the top 10 in the private placement research list. The above-mentioned 10 private placements have been investigated more than 200 times during the year, of which Danshui spring investment ranks first with 371 times, followed by Gaoyi assets with 360 times.
it is worth noting that since the end of March, outbreaks have occurred in Shanghai and other places one after another, and the daily operation of relevant private placement has also been greatly affected. Home office has been adopted. However, the research work of private placement of listed companies has not stopped, and star private placement has accelerated the pace of research. Based on Shanghai's decision to delimit the river for closure and control on the evening of March 27, the number of investigations on well-known private placements such as Danshui spring investment, Gaoyi assets, Panjing investment, Licheng assets and Xitai investment has exceeded 100 times in the past two months
From the recent research companies, Danshui spring investment, Yude investment and Jianshun investment have investigated the chip enterprise Ninestar Corporation(002180) . Vitamin leader Zhejiang Nhu Company Ltd(002001) has attracted the attention of many well-known private placement companies such as Danshui spring investment, Gaoyi assets, Panjing investment and Jinglin assets. In addition, Zhejiang Yongtai Technology Co .Ltd(002326) , Ganfeng Lithium Co.Ltd(002460) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) and other companies have also been paid close attention to by star private placement.
in years, only 9 private placement companies with 10 billion yuan obtained positive income
Private placement network data show that due to the dual impact of the epidemic and peripheral markets, private placement has not performed well this year. By the end of April 2022, 27909 private equity funds had an average return of - 8.05% this year. In addition, from the perspective of the eight private placement strategies, the average return of the largest number of stock strategies private equity funds was - 16.41%, slightly outperforming the Shanghai and Shenzhen 300 index. The bond strategy also suffered a small loss, with an average return of - 0.60%. Only the managed futures strategy achieved a positive return of 4.28%, and all other strategies were green.
As of the end of April, the number of the latest 10 billion private placements was 109, down from the previous peak. From the perspective of performance, the 90 10 billion private placements with the latest performance show have an average income of - 12.60% this year, of which only 9 are positive income private placements, accounting for 10%.
From January to April, the nine 10 billion private placements with positive returns are Luoshu investment, jiuying assets, qiaoshui (China) investment, Zhanhong investment, Qianxiang assets, Mingyi fund, Sixie investment, Hesheng assets and black wing assets, focusing on futures management strategy private placement, bond strategy private placement and macro strategy private placement. Shanghai private placement is a strong list. Except that jiuying assets are from Shenzhen and Mingyi fund is from Beijing, other private placement on the list are from Shanghai.
is not pessimistic about the medium and long term, and private equity bosses often voice
although the short-term performance has retreated, the private placement leaders have frequently spoken recently and are not pessimistic about the medium and long-term prospects of the market
Qiu Guolu, chairman of Gaoyi assets, wrote to fund holders a few days ago. He believes that the downward adjustment of the market has been relatively sufficient, and the 10-year low valuation level has reflected most pessimistic expectations. In such an environment, we should be more optimistic about the capital market while maintaining caution, and more actively explore potential investment opportunities, rather than let panic dominate the mood.
Qiu Guolu also stressed that we should strengthen our confidence at special times. At the current time point, we still believe in the resilience of China's economy and the resilience of the Chinese nation, and remain relatively optimistic about the market prospect in the next 1 ~ 2 years.
Lin Lijun, founder of Zhengxin Valley, also said at the strategy meeting a few days ago that don't be overly worried and pessimistic in times of difficulties. Bear market is used to cherish, not to lament. "The cyclical changes in the capital market occur repeatedly. After 15 months of in-depth adjustment in the market, we can see that some enterprises that we have studied for a long time and represent the future development direction of China's economy have reached the scope of investment. We will also actively look for high-quality enterprises with strong competitive advantages and excellent entrepreneurs to make medium and long-term investment layout." He said.
Lin Lijun himself and the investment and research team of Zhengxin valley also decided to continue to invest an additional 30 million yuan to further keep in line with the interests of customers and be optimistic about the development of China's capital market for a long time.
