On January 23, Xingzheng Global Fund announced its fund products in the fourth quarter of 2021. Xingquan and fit four seasons report shows that Kwai Kwai and Wingtech Technology Co.Ltd(600745) are among the top ten top heavy shareholders, and the fast ones are the second largest ones.
Among them, the scale of Xingquan Heyi hybrid (LOF) managed by Xie Zhiyu and Yang Shijin at the end of the fourth quarter of 2021 was RMB 27.606 billion. Xie Zhiyu said that he continued to adhere to the operation concept of selecting individual stocks from bottom to top, mainly focused on the company’s core competitiveness, and balanced the company’s short-term valuation and long-term value. We will continue to look for investment targets with good cost performance, and pay attention to excellent companies in the long-term development direction.
Specifically, the latest scale of Xingquan Heyi hybrid (LOF) of RMB 27.606 billion increased by RMB 1.045 billion compared with the scale of RMB 26.561 billion at the end of the third quarter of 2021. At the end of the fourth quarter of 2021, the fund’s stock position was 93.13%, and at the end of the third quarter, the fund’s stock position was 92.70%, which increased slightly.
The fourth ten Kwai Chung stocks (LOF) in the fourth quarter of 2021 were Haier Smart Home Co.Ltd(600690) (A shares, 52 million 844 thousand and 300 shares, 5.72%), fast hands (20 million 375 thousand shares, 4.35%), Sanan Optoelectronics Co.Ltd(600703) (29 million 149 thousand shares, 3.97%), Wanhua Chemical Group Co.Ltd(600309) (10 million 160 thousand and 900 shares, 3.72%), Mango Excellent Media Co.Ltd(300413) (17 million 900 thousand and 400 shares, 3.69%). Nanjing King-Friend Biochemical Pharmaceutical Co.Ltd(603707) (holding 23902600 shares, accounting for 3.64%), Amlogic (Shanghai) Co.Ltd(688099) (holding 7675900 shares, accounting for 3.62%), Shanghai Jin Jiang International Hotels Co.Ltd(600754) (holding 16815800 shares, accounting for 3.57%), Shunyu optical technology (holding 4748300 shares, accounting for 3.47%), Wingtech Technology Co.Ltd(600745) (holding 6941900 shares, accounting for 3.23%).
In contrast to the three quarterly report in 2021, Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Apeloa Pharmaceutical Co.Ltd(000739) and Haier Smart Home Co.Ltd(600690) (HK shares) disappeared in the previous ten big positions, Kwai Kwai and Wingtech Technology Co.Ltd(600745) were among the top ten top ten heavily loaded positions, and the fast ones were the second largest ones.
