Today’s A-share, finally proud. Stage a v-turn!
After the sharp decline on Tuesday, in the morning of the 26th, the official media collectively shouted in support of a shares, saying that they should stand up for A-Shares and should not overreact to the decline.
After the opening on Wednesday, the three major indexes rose collectively. In the afternoon, the three major stock indexes once turned green collectively, and then rebounded again, showing a shrinking rebound trend throughout the day.
The share price of Contemporary Amperex Technology Co.Limited(300750) also stood up and continued to rise near the end of the trading day, once rising more than 4%, driving the gem index to rise more than 1%.
the “V” reversal of the three major stock indexes
the new energy sector strengthened
On January 26, the three major stock indexes rose and fell in the morning, and staged a “V” reversal in the afternoon. The Shanghai index broke through 3450 points, and the gem index rose nearly 1% to recover 3000 points; The turnover of the two cities shrank again, with a full day turnover of less than 800 billion yuan; There was a large net inflow of northbound funds during the day, which returned in the afternoon, with a net purchase of about 1.1 billion yuan throughout the day.
As of the close, the Shanghai index rose 0.66% to 3455.67 points, the Shenzhen Composite Index rose 0.7% to 13780.3 points, and the gem index rose 0.99% to 3004.41 points; The total turnover of the two cities was 794.2 billion yuan, and the net purchase of northbound funds was 1.139 billion yuan.
In addition, the share prices of more than 3000 companies rose.
In the afternoon, the change of securities companies pulled up, driving the index to strengthen again. Among them, Guolian Securities Co.Ltd(601456) rose by the limit, Central China Securities Co.Ltd(601375) , Chinalin Securities Co.Ltd(002945) , Zheshang Securities Co.Ltd(601878) , Guotai Junan Securities Co.Ltd(601211) , Huatai Securities Co.Ltd(601688) followed.
New energy themes such as green power, photovoltaic and lithium battery broke out strongly, Jiangsu Zhongtian Technology Co.Ltd(600522) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Ficont Industry (Beijing) Co.Ltd(605305) , Longyuan Power, Dajin Heavy Industry Co.Ltd(002487) and other stocks rose by the limit.
On the news, the high-level collective learned carbon neutralization and carbon peak. Actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy. We should promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption.
According to the Research Report of Anxin securities, 2021 is the first year of green power investment. Looking forward to 2022, we will continue to be optimistic about the investment opportunities in the green power sector under the background of “double carbon”, and focus on recommending targets with expected high growth and certainty in the short and medium term.
Western Securities Co.Ltd(002673) according to the analysis, as the pre holiday market contraction is coming to an end and the monetary policy window period in February is approaching again, we believe that holding shares for the holiday is still the best choice at present, and we suggest investors to actively layout the market in the first half of the year. Grasp four main lines from the structure: ① with the gradual realization of the annual report performance, the growth sector is expected to become the phased main line of the market after the Spring Festival; ② Securities companies benefiting from the recovery of transactions and the comprehensive registration system; ③ Offline economy represented by catering tourism and commercial retail; ④ Consumer goods and the agricultural sector catalysed by the Tonga volcanic eruption must be.
50 million! There are funds “out of pocket” to purchase on a large scale!
more “100 billion” top flow follow-up investment
“100 billion” top stream “out of pocket” large-scale self purchase!
On January 26, China Europe Fund announced that China Europe Fund plans to purchase 50 million of its medical theme funds by itself, and “medicine goddess” Gran plans to purchase 2 million by itself, and the fund shares subscribed will be held for more than three years.
As of the fourth quarter, Glenn Xinjin has become a “100 billion” fund manager, with a total scale of 110.339 billion yuan, the largest management scale of active equity funds.
At the beginning of 2020, the market shock intensified, and major fund companies and fund managers frequently made self purchases, boosting market sentiment. Nearly 20 fund companies, including Nanfang, Xingquan, yifangda and harvest, have made large-scale self purchases, including star fund managers. Since the beginning of the year, the total public offering self purchase has exceeded 450 million yuan.
Many fund industry insiders told reporters that the market has continued to adjust since the beginning of the year. The self purchase behavior of fund companies is not only a responsible attitude towards investors, forward-looking layout, sharing growth and risks with investors with practical actions, but also reflects the confidence of fund companies and fund managers in the future market.
China Europe Fund plans to purchase 50 million of its medical theme fund
“medicine goddess” Gran plans to buy 2 million
China Europe Fund announced on January 26 that the company will purchase a total of 50 million yuan of China Europe medical and health hybrid securities investment fund (hereinafter referred to as “China Europe medical and health fund”) and China Europe medical innovation equity securities investment fund (hereinafter referred to as “China Europe medical innovation fund”) with its own funds within 30 trading days from the date of announcement, and hold it for more than three years. At the same time, fund manager Glenn will purchase a total of 2 million yuan from China Europe medical and health fund and China Europe medical innovation fund with his own funds within 30 trading days from the date of announcement, and hold them for more than three years.
China Europe Fund said that based on the confidence in the long-term healthy and stable development of China’s capital market and the company’s investment management ability, and in line with the principle of sharing risks and interests with the majority of investors, the company and fund managers made the decision to self purchase and hold relevant funds for a long time. At the same time, China Europe Fund warm tips that self purchase does not mean predicting the short-term trend. Individual investors need to formulate investment plans according to their own risk preference and investment cycle. The fund is risky and investment should be cautious.
According to the announcement, China Europe medical and health fund and China Europe medical innovation fund, as industry theme funds, mainly focus on investment in the medical sector. China Europe Fund said that looking back on the past, the medical sector has experienced large overall fluctuations after the rapid rise in the past two years and the repeated disturbance of covid-19 epidemic. With the rapid adjustment in recent quarters, the long-term investment cost performance of individual stocks in the high-quality medical industry has further improved.
Looking forward to 2022, the fund manager Ge Lan and the China Europe Fund research team believe that the basis for the long-term growth of the pharmaceutical and biological industry has not changed, and the policy orientation is generally positive and stable. In the overall transformation period of the industry and the post epidemic era, enterprises pay more attention to cultivating internal skills and strengthening the establishment of hard power, and the upstream and downstream of the industrial chain are more perfect. Therefore, they are still optimistic about the long-term investment opportunities of the industry.
Xinjin has become the top stream of “100 billion”
“goddess of medicine” still loves Wuxi Apptec Co.Ltd(603259)
According to the disclosure of the four seasons report, Gelan Xinjin has become a “100 billion” fund manager, and its total scale of funds under management has reached 110.339 billion yuan, which has exceeded Zhang Kun (101.935 billion yuan) and Liu Yanchun (97.850 billion yuan) in the same period, reaching the top of the management scale of active equity funds.
From its heavy position stocks, as of the end of last year, the top ten comprehensive positions of Gelan’s funds were: Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Aier Eye Hospital Group Co.Ltd(300015) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Pharmaron Beijing Co.Ltd(300759) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Topchoice Medical Co.Inc(600763) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) . According to the latest four seasons report, Glenn still chooses to closely embrace Wuxi Apptec Co.Ltd(603259) , Aier Eye Hospital Group Co.Ltd(300015) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) and other industry leaders and head platform companies.
Taking the representative work of Glenn as an example, the ranking of the top five heavyweight stocks of the fund did not change in the fourth quarter of last year, and increased holdings to varying degrees. Among them, as the largest heavy warehouse stock of China Europe medical and health, Glenn continued to increase its holdings of Wuxi Apptec Co.Ltd(603259) to 65.7161 million shares in the fourth quarter, an increase of 24.8067 million shares compared with the end of the third quarter. The number of individual shares such as Aier Eye Hospital Group Co.Ltd(300015) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Pharmaron Beijing Co.Ltd(300759) has also been increased to varying degrees. Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Topchoice Medical Co.Inc(600763) were also increased.
Compared with the previous quarter, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) newly entered the top ten heavy positions of China Europe medical and health, ranked 7th and 10th in the heavy positions of the fund, and Chongqing Zhifei Biological Products Co.Ltd(300122) , Shanghai Medicilon Inc(688202) withdrew from the top ten heavy positions.
As of January 25, the return of China Europe healthcare a managed by Glenn in the past three years was as high as 179.14%.
public offering under the shock market and active self purchase
The amount of has exceeded 450 million
In the context of the sharp decline in the market, fund companies press the “acceleration key” to convey their confidence in the market and are willing to share risks with investors, including many star fund managers. As of January 25, according to the disclosed announcement, the self purchase amount of public offering has exceeded 450 million since the beginning of the year.
In terms of fund companies, nearly 20 large and medium-sized fund companies, including Nanfang, Xingquan, yifangda and harvest, have made large-scale self purchases. Among them, 16 fund companies purchased 10 million yuan or more in the first year, and 4 fund companies purchased 20-50 million yuan.
For example, on January 24, Bodao fund invested 10 million yuan of its own funds to purchase some of its funds, including four funds: Bodao Jiafeng hybrid a, Bodao growth Zhihang a, Bodao consumption Zhihang and Bodao Shengyan hybrid. On January 22, Xinghua fund subscribed for class A shares of the company’s “Xinghua consumption selection 6-month holding hybrid sponsored securities investment fund” with an inherent capital of 10 million yuan. On January 12, Cinda Aoyin fund subscribed for the fund of 5 million yuan held by Cinda Aoyin Zhiyuan managed by Feng Mingyuan for three years. The establishment scale of South MSCI China A50 interconnection ETF Feeder Fund announced on January 11 reached almost 700 million yuan, of which the subscription of South Fund with inherent funds reached 200 million yuan, accounting for 28.62%. This is also a big purchase since the new year. On January 10, the fund managers of the two funds issued announced self purchase. One of them is held by Shanghai Investment Morgan woxiang vision, which is managed by Du Meng, the investment director of Shanghai Investment Morgan. Du Meng plans to invest 5 million yuan to subscribe during the raising period. On the same day, another new fund managed by Guo Xiaowen, China Post Xingrong value one-year holding hybrid fund, Guo Xiaowen promised to purchase 3 million yuan by herself. At the same time, the executives of China Post venture fund also contributed 3 million yuan to subscribe for the new fund. On January 6, the HSBC Jinxin research selected fund managed by star fund manager Lu Bin was issued on January 7. HSBC Jinxin announced that the company’s management team (excluding Lu Bin, the proposed fund manager) invested 7.2 million yuan to subscribe for the fund; Lu Bin, the proposed fund manager, and the company’s research team have invested 6 million yuan to subscribe, totaling 13.2 million yuan. On January 4, Yinhua Xinxing, jointly led by Li Xiaoxing and Zhang Ping, held and launched the issuance for three years. The two proposed fund managers will respectively contribute 2 million yuan and 1 million yuan to invest in new works.
In addition, Xingzheng global, Shanghai Investment Morgan, huitianfu, Cinda Australia Bank, Golden Eagle Fund and CAITONG fund have also issued self purchase announcements recently.
A person in charge of public offering products department in Shanghai said that on the one hand, self purchase can demonstrate market confidence and send a signal to investors that fund companies and fund managers are optimistic about the future market and the profitability of their own products; On the other hand, many fund companies in the industry have actually established a long-term self purchase mechanism, and fund companies choose fund managers who know the root and bottom to invest. In addition, the market shock intensified this year, and the fund issuance market did not meet expectations. In the face of the situation that the issuance market is not very popular, some fund companies, especially small and medium-sized fund companies, will invest their own funds to help the smooth issuance and establishment of their own products.
Of course, fund companies also have a set of standards for the screening of self purchased products. The investment director of the equity investment theme group of a medium-sized fund company in Shanghai said that first of all, we should withdraw the small. The goal of self owned capital investment is steady appreciation. Usually, everyone has the potential demand of “trying not to lose money”. Secondly, non customization. Generally, we choose the products actively managed by the company. Third, the scale is appropriate. According to the amount of funds, products with a certain scale need to be selected to meet the requirements of the proportion of holders on the one hand and avoid the impact of redemption on the operation of the fund on the other hand. Finally, added value. This investment will be more meaningful if it can play a certain marketing role, such as self purchase at the time of new issuance, purchase when the stock market fluctuates, or help the transformation and sustainable marketing of small and micro funds.
The reporter noted that the self purchase of funds reached a small climax in 2021, and the self purchase scale of public offering in the whole year set a new record since 2018. According to the data, as of December 31, a total of 98 fund companies applied for their own funds 460 times in 2021, with a net amount of 5.888 billion yuan, an increase of more than 40% over 2020. The figures for 2018, 2019 and 2020 were 3.268 billion yuan, 2.868 billion yuan and 4.152 billion yuan respectively.
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