Private placement of celebrities in the third quarter revealed: Wang Yawei continuously cut positions in this environmental protection stock
Original title: Ten-billion-star private placement in the third quarter reveals the secrets of Wang Yawei’s closing of the position for the fourth consecutive quarter. The third quarter report of an environmentally-listed A-share listed company has come to an end.water surface.
The latest monitoring data from third-party institutions in various countries show that the private equity of 5 billion-star celebrities including Jinglin Assets, Chongyang Investment, Gaoyi Assets, Freshwater Spring Investment, and Thousands of US Dollars at the end of the third quarter were mainly concentrated in medicine and technology, Consumer and other three major sectors, new entrants and increased holdings of stocks are also mostly concentrated in these three areas.
Regarding the investment layout in the fourth quarter and early next year, at present, the overall star tens of billions of private equity institutions still adhere to the principle of “preferring the track” and continue to grasp the structural opportunities in the A-share market.
The latest statistics of 38 privately held third-party service institutions including private placement ranking network, Good Buy Fund, Chaoyang Yongxin, etc. are held by key holders. As of 22:00 on October 28, Jinglin Assets, Chongyang Investment, GaoYi Asset, Danshuiquan Investment, Thousand Joint Venture Capital and other five nationally well-known 10 billion-level stocks were privately listed, and they have entered the list of the top ten circulating shareholders of 38 A-share listed companies. About 70% of the companies are concentrated in medicine, technology, and consumption.Wait for the three major plates.
Among them, at the end of the third quarter, there were 11 pharmaceutical stocks of 5 tens of billions of private equity holders, among which the stocks with mutual market value included Livzon Group, Golden Medical, Kangyuan Pharmaceutical, Health Yuan, Chenxin Pharmaceutical, etc .;A total of 11 holders of pan-tech stocks, stocks holding stock market value include ZTE, Guangwei Composites, New World, Crystal Optoelectronics, etc .; total holders of 5 consumer stocks, stocks with changes in share value include Shanghai Jahwa, Hisense Appliances, Yanjing Beer, etc.
In addition, according to information learned by reporters on some ten billion-level private placements, since the beginning of this year, most domestic valuable ten billion-level private equity institutions have established first-tier white horse stocks in Guizhou Maotai, Wuliangye, Gree Electric, and Hengrui Medicine, Yunnan Baiyao and other traditional pharmaceutical blue-chip stocks are generally distributed to varying degrees.
The related outstanding white horse stocks have become the key standard for many 10 billion private equity institutions.
It is only because the total market value of most individual stocks is billions of dollars that it is difficult for private equity institutions to enter the list of the top ten circulating shareholders.
The performance of multiple stocks was prominent in the stocks that were mainly increased in the third quarter. Jinglin Assets increased its shareholding in Dahua 225.
880,000 shares to 2897.
840,000 shares, the latest total market capitalization (based on the closing price on October 29, the same below) is 4.
7.1 billion yuan.
Gaoyi Assets significantly increased its holdings of 3 stocks including Livzon Group, Longping Hi-Tech, and Chenxin Pharmaceutical, with 13 million shares, 12 million shares and 13.2 million shares respectively. The latest stock market value is 8 respectively.
8 billion, 4.
3.9 billion yuan and 3.
4.7 billion yuan.
Danshuiquan Investment increased its holding of Crystal Optoelectronics 285 in the third quarter.
140,000 shares, the latest total market capitalization1.
In the third quarter, Chongyang Investment Co., Ltd. did not make any additional positions on essential heavy stocks.
In terms of tens of billions of private placements in the third quarter of the latest stock positions, Danshuiquan invested in the new quarter of Huayu Software 911.
990,000 shares, the latest total market value of shares reached 2.
3.0 billion; Gaoyi Assets entered Wanxing Technology, Lier Chemical, Hangcha Group, Sincerity Pharmaceuticals, Beida Pharmaceuticals and other stocks in the third quarter. The latest holdings exceeded 1 million shares.
As of 22:00 on October 28, the public information of listed companies showed that Jinglin Assets, the joint venture capital, and Chongyang Investment had no new stocks in the third quarter.
It is obvious that some third-quarter private equity holdings have been held in the third quarter, and the performance since the third quarter and this year has been very beautiful.
Among them, Livzon Group has increased by 10 since October.
51% (previous reinstatement, the same below), an increase of 59 during the year.
Livzon Group’s weekly K-line trend since 2019. Jinyu Medical’s increase during the year was as high as 146.
14%, the largest increase since June has exceeded 100%.
In the weekly trend of Golden Miles Medicine since 2019, Wang Yawei has cut positions in Sanju Environmental Protection for four consecutive quarters. In terms of holdings, thousands of households under the leadership of Wang Yawei have continued to cut positions in Sanju Environmental Protection in the third quarter of this year, reducing the size of 528.
This is the fourth consecutive quarter in which Sanju Environmental Protection is expected to reduce its holdings.
Sanju Environmental Protection’s weekly K-line trend since 2019. Jinglin Assets reduced its holdings of the leading home textile company Fuanna 106 in the third quarter.
In terms of Gao Yi assets, in the third quarter, it focused on reducing the holdings of Kangyuan Pharmaceutical, Guangwei Compound Materials and other stocks. The average size of lightening positions was more than 3 million shares, and the market value of lightening positions of related stocks reached 100 million yuan.
In addition, in the first quarter of this year, a large number of positions were opened in Ping An Bank1.
With 1.6 billion shares, and after a substantial reduction in holdings in the second quarter, Gaoyi Assets has withdrawn from the top ten circulating shareholders of Ping An Bank at the end of the third quarter. ”Preferring the track” is still the first rule. Regarding investment strategies starting in the fourth quarter and early next year, the latest strategic views of large and large private fundraising institutions are still showing, and its main basis is the investment idea of “optimizing the track and digging for value.”To win market investment opportunities for future reconstruction.
Jinglin Assets said that in the next half of the year, it will mainly grasp investment opportunities in four major areas, including consumption upgrade, Internet, 5G technology and related applications, and population aging.
In the screening of specific stocks, it will focus on capturing more strong cash flow characteristics, which may lead the core companies in the Chinese economy in the future, while taking into account the short-term performance and long-term potential of listed companies.
Chongyang Investment analyzes that the current A-share market is heavily differentiated. Although the “deterministic assets” that are ready to be sought after by the market are not low, they can continue to actively seek the next round of new core assets in three major directions:It is a science and technology innovation 四川耍耍网 company that conforms to the direction of industrial upgrading and truly becomes the core technology; the second is a consumer goods company that faces domestic demand and benefits from consumption upgrades while expanding its brand power and excellent management capabilities; and the third is the already lowContinued industry leader.