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With the end of the disclosure of the quarterly report of listed companies, the adjustment of positions in the first quarter of the 10 billion-level private placement has also been intensively exposed.
Statistics from the private placement network show that as of April 30, a total of 35 10 billion private offerings appeared on the top 10 tradable shareholders list of 244 listed companies, with a total market value of 716.90freespinsnodeposit.44 billion yuan. Specifically, Gao Yi assets actively increased positions in the pharmaceutical and chemical sectors, such as Feng Liu increased his holdings in Kanghua Biological (rights protection) and Longbai Group in the first quarter, while Ningquan assets headed by Yang Dong increased their holdings in Jiacang Shan East Road Bridge and Zhuming Science and Technology in the first quarter. Jilin Aodong, a new pharmaceutical stock, and Juming Investment and Ruijun assets are quite favored in science and technology and manufacturing.
A number of industry insiders said that the positive factors of A shares are constantly accumulating, and there are structural opportunities in the pharmaceutical sector at the bottom of the valuation, as well as in areas such as technology and high-end manufacturing with broad room for growth.
Gao Yi's assets prefer chemical industry and medicine.
Recently, the first quarterly report disclosed by Ruifeng Xincai shows that as of the end of the first quarter, the Gao Yilinshan No. 1 private equity investment fund managed by Feng Liu has newly entered the list of the top 10 tradable shareholders of Ruifeng Xincai, with 10.003 million shares at the end of the period. the market value of the shares at the end of the period is 383 million yuan. Public data show that Ruifeng New material is mainly engaged in the R & D and production of fine chemical products such as oil additives, carbon-free paper chromogenic agents and so on. In the first quarter of this year, the demand for automotive and industrial oil showed an increasing trend. The company achieved operating income of 714 million yuan, an increase of 14.41% over the same period last year, and a net profit of 153 million yuan, an increase of 57.77% over the same period last year.
Coincidentally, another chemical stock Longbai Group also won Feng Liu's favor. According to the company's quarterly report, as of the end of the first quarter, Gao Yi Linshan No. 1 Yuanwang Private Equity Fund held 80 million shares in Longbai Group, an increase of 8 million shares compared with the end of last year.
In addition, Deng Xiaofeng managed two products in the first quarter of this year also entered the sugar industry leader Jinhe Industry, as of the end of the first quarter, the number of shares reached 6.4 million shares.
In addition to the basic chemical sector, medicine is also the focus of Gao Yi assets in the first quarter.
The first quarterly report of listed companies shows that in the first quarter, the products managed by Feng Liu increased the position of vaccine manufacturing company Kanghua Biology to 1 million shares, the number of shares held at the end of the period increased to 6 million shares, and the market value of shares at the end of the period reached 333 million yuan. in the same period, Gao Yi Linshan No. 1 Yuanwang Private Equity Investment Fund also entered Dashenlin, a leading drugstore chain in East China (to protect its rights), with 15 million shares and a market capitalization of 15 million shares and 320 million yuan respectively.
Ningquan assets mining small and medium-sized stocks
Unlike Gao Yi assets, Ningquan assets adjusted its positions in the first quarter without obvious industry preference, but added a number of companies that are actively "going out to sea".
According to the first quarterly report of LED product provider Zhouming Technology, by the end of the first quarter, Ningquan assets held a total of 14.2499 million shares in its two products, compared with an increase of 6.542 million shares at the end of last year, with a market value of about 92 million yuan at the end of the period. Tianfeng Securities said that Zhouming Technology Company accounts for a relatively high proportion of overseas exports and is expected to benefit from the rapid growth of export logic in the future.
At the same time, Ningquan Zhiyuan series of private equity funds also slightly increased their positions in Shandong Luqiao in the first quarter, with a total of 21.5175 million shares held by three products, with a market value of 119 million yuan at the end of the period. According to Galaxy Securities, Shandong Luqiao has strengthened its overseas market development efforts while consolidating its leading position in the province. at present, it has won a number of projects in Tanzania, and the company has achieved overseas revenue of 4.417 billion yuan in 2023, an increase of 1.51% over the same period last year.
In addition, the products of Ningquan assets also increased their positions in two pharmaceutical stocks in the first quarter.
Choice data show that by the end of the first quarter of this year, Ningquan assets' products have newly entered the list of the top 10 tradable shareholders in Jilin Aodong, with a market capitalization of 4.147 million shares at the end of the period. At the same time, by the end of the first quarter, two products owned by Ningquan assets held a total of 9.5663 million shares in Zhejiang Pharmaceutical, an increase of 4.77 million shares compared with the end of last year.
Juming Investment and Rui County assets overweight Technology and Manufacturing
Judging from the move, Juming Investment and Ruixian assets are interested in technology and manufacturing.
Listed company disclosure information shows that the products managed by Dong Chengfei, Ruixun asset management partner and chief research officer, appeared on the list of the top ten circulating shareholders of the three listed companies at the end of the first quarter. Specifically, in the first quarter, Dong Chengfei's new products bought 1.86 million shares of the Bulls Group, which focuses on civil electrical products, with a market value of 192 million yuan at the end of the period. At the same time, the first quarter increased the semiconductor plate company Lexin Technology 1.69 million shares, increased the position of wooden activated carbon leading enterprise-Yuanli shares 690000 shares.
At the same time, the first quarterly report of Shenghong Technology shows that by the end of the first quarter, Juming Investment's Juming Ruiyi Private Equity Securities Investment Fund was among the top 10 tradable shareholders of the company, with 4.89 million shares and market capitalization of 4.89 million shares and 118 million yuan respectively at the end of the period. In addition, Heng Mingda's first quarterly report also showed that by the end of the first quarter, two products owned by Juming Investment had newly entered the top 10 tradable shareholders of the company, with a total of 3.956 million shares at the end of the period.
In addition, in the first quarter of this year, Lin Yuan invested in Jin Longyu, a new power equipment company, Heyuan Fund's new products into Haixing Power and Zhiou Technology, and Renqiao Asset's products into CIC Intelligence.
Editor: Meng Mei proofread: sun Jiehua Picture Editor: you Feifei
Review: Zhu Jianhua Supervisor producer: pu Hongyi issued by Pan Linqing