The “national team” the latest position surfaced (with list)

With the continuous disclosure of the semi-annual reports of listed companies in 2022, the paths of shareholding of SFC and CICC are gradually surfacing.

Data show that, as of the evening of August 17, China Securities Finance Corporation (hereinafter referred to as “CSF”), Central Huijin Asset Management Co. Appeared in the list of top ten shareholders of 35 listed companies at the end of the second quarter. In the second quarter, the above companies mainly increased their holdings in China Stock Market News, Huafon Chemical Co.Ltd(002064) ; in the same period, Guanghui Energy Co.Ltd(600256) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Kingfa Sci.& Tech.Co.Ltd(600143) , Pubang Landscape Architecture Co.Ltd(002663) and other companies in the list of the top ten shareholders in circulation, the figure of the Central Huijin or Securities and Futures Corporation.

At the same time, the number of shares of 16 listed companies such as Huaneng Power International Inc(600011) , Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) , Huadong Medicine Co.Ltd(000963) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Bank Of Nanjing Co.Ltd(601009) , Ping An Bank Co.Ltd(000001) , Wanhua Chemical Group Co.Ltd(600309) , Kweichow Moutai Co.Ltd(600519) , Zijin Mining Group Company Limited(601899) , etc. remained unchanged in the second quarter.

In addition, 13 listed companies such as Nanjing Gaoke Company Limited(600064) , Mesnac Co.Ltd(002073) , Solareast Holdings Co.Ltd(603366) , Shenzhen Yan Tian Port Holdings Co.Ltd(000088) , Bluestar Adisseo Company(600299) , Sichuan Chuantou Energy Co.Ltd(600674) , Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Jiangsu Yueda Investment Co.Ltd(600805) , Xj Electric Co.Ltd(000400) , Guangdong Baolihua New Energy Stock Co.Ltd(000690) , etc. were reduced by the Securities and Futures Commission or Central Huijin. In addition, according to the Beijing Dabeinong Technology Group Co.Ltd(002385) second quarterly report released on August 16, the Securities and Futures Commission is no longer among the company’s top ten shareholders in circulation.

Counter-trend position Huafon Chemical Co.Ltd(002064) , new stocks Guanghui Energy Co.Ltd(600256) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) Has been, social security funds, securities companies, the Central Huijin as the “national team” shareholding trends have attracted much attention. From the latest position trends of the Securities and Exchange Fund, as of August 17, their products appeared in the list of the top ten shareholders of 35 listed companies at the end of the second quarter.

From the market value of the position, as of August 17, the second quarter, the largest market value of the shares held by the Securities and Futures Commission and the Central Huijin Kweichow Moutai Co.Ltd(600519) , the total number of shares held remains 18,436600 shares, the market value of the shares held is 37.703 billion yuan;.Holding Wanhua Chemical Group Co.Ltd(600309) , Zijin Mining Group Company Limited(601899) , Ping An Bank Co.Ltd(000001) market value also exceeded 5 billion yuan, respectively, 9.121 billion yuan, 6.449 billion yuan, 6.430 billion yuan, the number of shares held remained unchanged from the end of the first quarter.

As of the end of June, Guanghui Energy Co.Ltd(600256) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Kingfa Sci.& Tech.Co.Ltd(600143) , Pubang Landscape Architecture Co.Ltd(002663) and other companies new to the Central Huijin or the products of the securities and gold companies as the top ten shareholders in circulation.

August 18, Pubang Landscape Architecture Co.Ltd(002663) semi-annual report data show that Guangfa CSI Financial Asset Management Plan newly entered the company’s ninth largest circulating shareholders, holding 5,786300 shares, the market value of the shares amounted to 0.11 billion yuan. 2015 the end of the third quarter to the end of 2020, Central Huijin has been holding the stock.

In the second quarter, the stock fell by 4.93%. Semi-annual report shows that Pubang Landscape Architecture Co.Ltd(002663) main business for garden engineering construction, landscape design, seedling planting and garden maintenance, the company achieved operating income of 928 million yuan in the first half of the year, down 19.65%; net profit attributable to shareholders of the listed company -613832 million yuan, a profit of 109584 million yuan in the same period of the previous year; basic loss of 0.034 yuan per share.

During the same period, Dacheng CSI Financial Asset Management Plan, Guangfa CSI Financial Asset Management Plan, Southern CSI Financial Asset Management Plan three products, all new into the Guanghui Energy Co.Ltd(600256) top ten shareholders in circulation, the number of shares held are 46,650100 shares, the total market value of shares held amounted to 1.475 billion yuan.

It is worth noting that this position path, and star fund managers Fu Pengbo and Zhu Lin co-managed Ruiyuan growth value also remain consistent. In the second quarter, Ruiyuan growth value newly entered for Guanghui Energy Co.Ltd(600256) as one of the top ten shareholders in circulation, holding 64,613800 shares. However, Han Chuang management of Dacheng New Industry but in the second quarter to reduce its holdings of 22.78 million shares to 643630 million shares.

As a private enterprise that owns “coal, oil and gas” outside China, the business of Guanghui Energy Co.Ltd(600256) mainly includes natural gas liquefaction, coal mining, coal chemical industry, oil and gas exploration and development, and has formed a comprehensive energy industry system with coal chemical industry chain as the core and energy logistics as the support in the long-term development. system. In the first half of this year, all of the company’s main businesses showed a rise in volume and price. Only from the share price, Guanghui Energy Co.Ltd(600256) share price rose as much as 68.13% in the first half of the year, including 34.09% in the second quarter.

At the operating level, Guanghui Energy Co.Ltd(600256) achieved operating revenue of 21.321 billion yuan in the first half, up 111.45% year-on-year; net profit attributable to the mother of 5.13 billion yuan, up 264.62% year-on-year; net operating cash flow of 6.328 billion yuan, up 175.83% year-on-year. Institutional research said that with the increasingly perfect layout of the industrial chain and the industry boom upward, the growth of the company’s main industry will be further opened.

6 Brother Enterprises Holding Co.Ltd(002562) 022 top ten shareholders in circulation at the end of the second quarter

As of the end of June, the Central Huijin new Hangzhou Hikvision Digital Technology Co.Ltd(002415) 64.707 million shares, the market value of shares held amounted to 2.342 billion yuan; Southern CSI Financial Asset Management Plan and Guangfa CSI Financial Asset Management Plan are now Kingfa Sci.& Tech.Co.Ltd(600143) for the list of top ten shareholders in circulation, the number of shares held are 148846 million shares.

Share price performance, the above two stocks fell 9.19% and 0.01% respectively in the second quarter. However, since July (as of August 17), Kingfa Sci.& Tech.Co.Ltd(600143) share price has risen 12.71%, Hangzhou Hikvision Digital Technology Co.Ltd(002415) share price is still falling, down 12.57%.

In the second quarter, stocks that have been increased by the Central Huijin or the Securities and Futures Commission include China Stock Market News and Huafon Chemical Co.Ltd(002064) . Among them, China Central Huijin increased its holdings in China Stock Market News to 126 million shares, with a market value of 3.212 billion yuan, ranking as the sixth largest shareholder in circulation. China Europe CSI Financial Asset Management Plan and ICBC Credit Suisse CSI Financial Asset Management Plan increased their holdings of Huafon Chemical Co.Ltd(002064) to 13,728600 shares and 13,727100 shares respectively.

During the same period, the share price of China Stock Market News increased by 20.66%, while the share price of Huafon Chemical Co.Ltd(002064) decreased slightly by 3.95%. And since July, both of these stocks have seen different degrees of decline.

Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Xj Electric Co.Ltd(000400) , etc. were significantly reducedIt is worth noting that, as of August 17, the securities company and the Central Huijin second quarter holdings of Huaneng Power International Inc(600011) , Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) , Huadong Medicine Co.Ltd(000963) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Bank Of Nanjing Co.Ltd(601009) , Ping An Bank Co.Ltd(000001) , Wanhua Chemical Group Co.Ltd(600309) , Kweichow Moutai Co.Ltd(600519) , Zijin Mining Group Company Limited(601899) and other 16 listed companies The number remains unchanged.

Another 13 listed companies such as Nanjing Gaoke Company Limited(600064) , Mesnac Co.Ltd(002073) , Solareast Holdings Co.Ltd(603366) , Shenzhen Yan Tian Port Holdings Co.Ltd(000088) , Bluestar Adisseo Company(600299) , Sichuan Chuantou Energy Co.Ltd(600674) , Shanghai Lujiazui Finance & Trade Zone Development Co.Ltd(600663) , Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Jiangsu Yueda Investment Co.Ltd(600805) , Xj Electric Co.Ltd(000400) , Guangdong Baolihua New Energy Stock Co.Ltd(000690) , etc. were reduced by the Securities and Futures Commission or Central Huijin.

Specifically, in August 18, there are Nanjing Gaoke Company Limited(600064) , Shenzhen Yan Tian Port Holdings Co.Ltd(000088) , Sichuan Chuantou Energy Co.Ltd(600674) , Zhejiang China Commodities City Group Co.Ltd(600415) and many other companies released the second quarterly report data show that the company in the second quarter were held by the securities company or the Central Huijin reduced. Zhejiang China Commodities City Group Co.Ltd(600415) for example, in the second quarter, although the stock price rose 12.20%, but the “national team” continued to reduce its holdings.

Among them, three products, Dacheng CSI Financial Asset Management Plan, Guangfa CSI Financial Asset Management Plan and Southern CSI Financial Asset Management Plan, still held the same number of small commodity stocks, all 27.672.8 million shares; China Europe CSI Financial Asset Management Plan and E-Fangda CSI Financial Asset Management Plan reduced their holdings of the shares, amounting to 4.3781 million shares and 4.662.7 million shares to 23,294700 shares and 23,010100 shares. Meanwhile, Boshiwa CSI Financial Asset Management Plan has withdrawn from the list of top ten outstanding shareholders of the company.

The data of the second quarterly report shows that Zhejiang China Commodities City Group Co.Ltd(600415) achieved revenue of 4.207 billion yuan in the first half of the year, up 102.98% year-on-year; net profit of 1.222 billion yuan, up 43.70% year-on-year; basic earnings per share of 0.22 yuan. The company said the revenue growth is due to the expansion of merchandise sales scale.

Zhejiang China Commodities City Group Co.Ltd(600415) Top ten shareholders in circulation at the end of the second quarter of 2022

Xj Electric Co.Ltd(000400) and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) were also reduced by the Securities and Futures Commission or Central Huijin in the second quarter. By the end of June, these two shares were reduced by the above “national team” products 14,280800 shares and 11,231600 shares to 49,209100 shares and 45,083900 shares respectively. Share price level, Xj Electric Co.Ltd(000400) and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) share price in the second quarter both appeared slightly up, but since the third quarter performance is very different, and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) continue to rise 20.02% is not the same, Xj Electric Co.Ltd(000400) in July since the share price has plunged 26.08%.

Jiangsu Kanion Pharmaceutical Co.Ltd(600557) top ten shareholders in circulation at the end of the second quarter of 2022

Also according to Beijing Dabeinong Technology Group Co.Ltd(002385) the second quarterly report released on August 16, the Securities and Futures Commission is no longer among the company’s top ten shareholders in circulation. At the end of the first quarter of this year, ICBC Credit Suisse CSI Financial Asset Management Plan was the company’s tenth largest circulating shareholder, holding 23,469000 shares, with a position market value of 204 million yuan. And because the stock’s tenth largest shareholder in circulation at the end of the second quarter – Vanguard Rui Long holdings amounted to 25,140400 shares, it is difficult to determine whether ICBC Credit Suisse CSI Financial Asset Management Plan reduced its holdings in the past two quarters.

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