Wang Yulu
Data show that the invisible heavy-holding stocks of tens of billions of private equity have performed well recently. On the whole, nearly 60% of the hidden heavy-holding stocks rose in the second quarter.
Shaosoupai Investment, Qinghequan Capital, Xuanyuan Investment and other institutions have all captured bull stocks, and Deng Xiaofeng, a well-known fund manager of Gao Yi Assets, has caught many bull stocks.
With the recent market rebound, tens of billions of private equity funds are actively adjusting their positions and exchanging shares.
Catch multiple bulls
Although private equity institutions usually do not disclose their specific positions, through public company announcements, especially those involving private placements and restructuring announcements, there are still traces of “invisible heavy-holding stocks” in private placements.
Since late April, the A-share market has rebounded, and sectors such as automobiles, military industry, and new energy have rebounded considerably.
Some tens of billions of privately held invisible stocks have achieved good performance.
In the second quarter, the stock price of the hidden heavyweight Glacier Network, which is jointly held by the tens of billions of private equity shares of Shaoshupai Investment, Xuanyuan Investment and Ningbo Ningju, soared by 53.80%.
From the perspective of holdings, Vientiane Update, a minority group under Shaosupai Investment, held 3,887,300 shares of Glacier Network at the end of the first quarter on the 27th, ranking the second largest tradable shareholder.
Ningju Yingshanhong No. 16, a subsidiary of Ningbo Ningju, held 3,863,500 shares at the end of the first quarter, ranking the third largest tradable shareholder.
Two products of Xuanyuan Investment are also among the top ten tradable shareholders.
Deng Xiaofeng, a well-known fund manager of Gao Yi Assets, has captured many big bull stocks.
Gao Yi Xiaofeng No. 2 Zhixin Fund managed by Deng Xiaofeng ranks as the ninth largest tradable shareholder of Dongfang Cable, holding about 5.2 million shares.
Since the end of April, the share price of Dongfang Cable has continued to climb from less than 40 yuan to nearly 80 yuan at present, and the stock has risen by nearly 50% in the second quarter.
In addition, Gao Yi Xiaofeng No. 2 Zhixin Fund and Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan managed by Deng Xiaofeng were ranked the second and third tradable shareholders of Huaqin Technology, an enterprise on the Science and Technology Innovation Board, respectively, and held their respective holdings at the end of the first quarter. 860,000 shares and 760,000 shares.
In the second quarter, Huaqin Technology surged 46.61%.
Lizhong Group, held by Qinghequan Growth Phase II Securities Investment Fund under Qinghequan Capital, rose by 47.02% in the second quarter.
Previously, Zhuang Tao, chairman of Panjing Investments, Jin Tianzhen, founder of Yude Investments, Shibei Investments, Yude Investments, Juming Investments, Hongcheng Investments and Gaoxin Bainuo have intensively investigated Lizhong Group.
Some happy, some sad
Some are happy and some are sad.
There are also some tens of billions of private placements that are dragged down by invisible heavyweight stocks.
Tianyu shares held by Abama Assets fell 38.88% in the second quarter.
Some tens of billions of private equity holdings of pharmaceutical and biological stocks, such as Toujing Life, Zhendong Pharmaceutical and Chengda Pharmaceutical, all experienced significant declines in the second quarter.
On the whole, among the 116 privately-held stocks with tens of billions of billions of stocks counted by a third-party platform, 67 rose in the second quarter, and more than 40% fell.
Looking ahead, many institutions expressed optimism.
Yuanlesheng Assets said that the market valuation center has solid support in the future.
In terms of corporate performance, on the one hand, the performance of listed companies will benefit from the policy of stabilizing growth; on the other hand, some emerging industry policies are frequently blowing, and medium and long-term growth prospects and market confidence have recovered.
Yuanlesheng Assets is generally optimistic about the performance of the A-share and Hong Kong stock markets in the next one to two quarters.
Qinghequan Capital also stated that the global status of my country's new energy and high-tech industrial chains has continued to rise, and domestic demand has also begun to pick up.
China's economy is very certain, and the inertia at the external demand level is still there. Coupled with the stimulation of domestic demand, it is worth looking forward to the continued recovery of the market in the future.
The latest investment trends appear
Recently, the latest investment trends of many tens of billions of private equity funds have been exposed one after another.
On June 14, Huitai Medical announced the latest list of the top ten tradable shareholders.
According to the announcement, Gao Yi Linshan No. 1 Yuanwang Fund managed by Feng Liu is among them, and the fund has increased its holdings of 120,000 shares of Huitai Medical.
Huitai Medical showed a "V"-shaped trend in the first half of this year. Feng Liu increased its positions in the second quarter, and there are obvious signs of bottom-hunting.
On June 3, AVIC announced the shareholding situation of the top ten tradable shareholders on the trading day before the suspension due to the planning of major asset restructuring.
According to the announcement, as of May 26, the two products managed by Gaoyi Asset Deng Xiaofeng ranked the seventh and eighth largest tradable shareholders of AVIC Electronics respectively, and both increased their positions compared with the end of the first quarter.