Recently, the network security sector has ushered in a strong rise, and several investment leaders may be able to breathe a sigh of relief.
Take Dbappsecurity Co.Ltd(688023) as an example, the company’s share price rose by more than 15% in two trading days this week. Just last October, Ge Weidong participated in its fixed increase, with a subscription fund of about 300 million yuan. However, compared with the latest closing price, Ge Weidong still has a floating loss of nearly 30%.
Coincidentally, Fu Pengbo of Ruiyuan fund also favors the network security sector. According to public information, it became the top ten shareholders of Topsec Technologies Group Inc(002212) by the end of October 2020. After that, Fu Pengbo was not afraid of the decline of Topsec Technologies Group Inc(002212) share price and increased his buying for many times. From the performance of Topsec Technologies Group Inc(002212) share price, its share price has fallen by more than 20% in more than a year.
This strong outbreak of the network security sector, is spring finally coming?
In fact, Fu Pengbo’s love for Topsec Technologies Group Inc(002212) is quite lasting. On January 18, Topsec Technologies Group Inc(002212) issued the announcement on the shareholding of the top ten shareholders and the top ten shareholders with unlimited sales conditions on share repurchase. According to the announcement, as of January 14, the number of Ruiyuan growth value shares managed by Fu Pengbo was 58.4906 million shares. Compared with the end of the third quarter of 2021, 1422400 shares were added.
Fu Pengbo’s fate with Topsec Technologies Group Inc(002212) began in 2020. At the end of October 2020, Ruiyuan growth value became the top ten new shareholders of Topsec Technologies Group Inc(002212) , holding 23475600 shares. Since then, Fu Pengbo has continuously added positions. In the first half of 2021, Fu Pengbo increased his position the most. Specifically, he added 7992100 shares in the first quarter of last year and 10.8225 million shares in the second quarter of last year.
Holding Topsec Technologies Group Inc(002212) of Ruiyuan growth value
In addition to constantly adding positions, Fu Pengbo, who has little research, has repeatedly appeared in the research list of Topsec Technologies Group Inc(002212) . In April and August 2021, Fu Pengbo personally participated in the research of Topsec Technologies Group Inc(002212) .
However, Fu Pengbo has been “latent” for more than a year, but the share price of Topsec Technologies Group Inc(002212) has not improved. As of January 18, 2022, the share price of Topsec Technologies Group Inc(002212) has decreased by more than 20% since October 30, 2020.
Dbappsecurity Co.Ltd(688023) which belongs to the network security sector with Topsec Technologies Group Inc(002212) has attracted the attention of Ge Weidong, another investment leader. Last October, Ge Weidong participated in the fixed increase of Dbappsecurity Co.Ltd(688023) and subscribed 925300 shares with a subscription amount of 300 million yuan.
At that time, the fixed growth just landed, and the share price of Dbappsecurity Co.Ltd(688023) soared by more than 8% on October 21, 2021. However, the sweetness was short-lived, and since then Dbappsecurity Co.Ltd(688023) share price has entered the downward channel. Since October 22 last year, the share price of Dbappsecurity Co.Ltd(688023) has fallen by more than 40%.
However, in the past two trading days, Dbappsecurity Co.Ltd(688023) share price has ushered in a rare sharp rise. On January 17, Dbappsecurity Co.Ltd(688023) shares rose 11.06%. On January 18, its share price rose again by 4.02%.
Although the share price has risen continuously, Ge Weidong is still in a state of floating loss due to a large decline in the early stage. The closing price of Dbappsecurity Co.Ltd(688023) on January 18 was 236.1 yuan, while the fixed increase issuance price participated by GE Weidong was 324.23 yuan, which means that his current floating loss exceeds 27%.
It is worth noting that the network security sector rose strongly this week, and the network security index increased by more than 6% in the past two trading days. So, is the opportunity for the network security sector finally coming?
To this end, the reporter interviewed a number of fund companies. Hengyue Fund believes that the recent rise in the network security sector mainly benefited from the intensive policies and related plans. At present, the digital economy has been promoted to a very high strategic position. As an important part of the digital economy, under the background of the national security strategy, the necessity and urgency of accelerating the development of the network security industry have increased significantly. With the introduction of relevant laws and regulations last year and the situation of “steady growth” this year, network security may become a breakthrough in “moderately advanced deployment of new infrastructure construction”, which is expected to continue rapid scale expansion and overall profit growth.
At the same time, network security is a cause of diversified participation and coordinated development of the government, enterprises, industry organizations and the public. With the addition of factors rich in emerging technological innovation and 5g network new application scenarios, the prosperity and certainty of the industry are highlighted. In terms of investment, we should pay more attention to companies with high technical barriers to independent innovation and deep cooperation with various government agencies or other institutions.
\u3000\u3000 “According to what we have observed, some positive changes are taking place in the security industry. Data security governance will effectively protect the information of the government, enterprises and individuals, and will bring incremental opportunities to the security industry. We are optimistic that enterprises that can help customers actively grasp the security initiative and improve the substantive security ability of their business can, in addition to the security of traditional hardware facilities Enterprises that better ensure the security of customer data are expected to obtain more space for incremental business and business model optimization in the future. ” Zhou Jiansheng, senior researcher of Nord fund, analyzed.
