The second quarterly report of the public equity fund 2021 has been published!
According to statistical data, the second quarter of 2021, the public equity fund top ten stocks in order for Guizhou Maotai, Ningde era, Wuliangye, Hikvision, Pharmacopeia, Longji shares, China Merchants Bank, Myriad Healthcare, China CDFG and Luzhou Laojiao.
Among them, the "white wine brother" Guizhou Maotai is still sitting on the throne of the first large positions in public equity, 1660 public equity holdings of the total market value of the shares of more than 180.7 billion yuan.
Secondly, "GEM brother" Ningde Times and "liquor" Wuliangye, ranked second and third.
Performance color, the fund positions in the top 30 quarterly results of most of the different degrees of growth, the quarterly net profit year-on-year increase of more than 100% of the *** counted 13 companies;
Ranked in the top of the list of growth is Ganfeng lithium, the quarterly net profit year-on-year growth of 6,046%, followed by the Tongze Medical and Aier Eye, the quarterly net profit growth of 962.9% and 509.9%, respectively, and the net profit of the first quarter. 962.9% and 509.9%;
Other net profit increase of more than 100% of the China CDFG, WuXi Kangde, Huichuan technology, Huayou Cobalt, etc..
There have been 9 companies disclosed in the report forecast performance, all to achieve growth, including Ganfeng lithium, China in the free, Huichuan technology, Zhuo Sheng micro, Weir shares, Oriental Fortune, Shanxi Fenjiu report forecast net profit year-on-year increase of more than 100%.
Ningde Times, Ganfeng lithium, Tongze Medical, Aier Eye, lithium-ion, Wuwei lithium energy, WuXi KangDe, and many other shares of the rolling price-earnings ratio are more than 100 times!
Due to the limited length of the article, the above spoke of the top 15 companies of the fund's heavy positions, and then we continue to talk about the rest of the company!
16. Lixin Precision: 439 long position funds in the second quarter, the end of the period the market value of the holdings of 32.470 billion yuan;
Apple wireless charging transmitter core suppliers; AirPods core assemblers; Applelighting connecting line core suppliers;
Layout of wireless charging, acoustic, Antenna, wireless headset, motor and other product lines, the value of a single machine to enhance the volume; subsidiary Cole pass industry for the main Huawei, Emerson to provide connectors supporting products;
17. Weir shares: second quarter of the long position in the fund of 355, the end of the period of the market value of the shares 288.525 billion yuan;
The company in the field of RF products and other A number of core technologies in the field of RF products and other areas to reach the international advanced level, there are currently two main product lines of RF switches and RF low-noise amplifiers;
One of the few domestic enterprises with both R & D and design of semiconductor products and a strong distribution capacity of one of the enterprise groups;
Acquisition of the Beijing Howe, Sibic and visual source of information has been completed the delivery of the assets transfer, Howe Technology, Sibic is a chip design company, the main business is CMOS, the main business is CMOS, the main business is CMOS, the main business is CMOS. Main business are CMOS image sensor research and development and sales;
18. Ping An of China: second quarter long position fund 579, the end of the market value of 27.299 billion yuan;
China's insurance industry leader, the world's leading technology-based personal financial services group, for 200 million individual customers and 5. 16 billion Internet users to provide financial life products and services.
19. Josun Micro: 317 long position funds in the second quarter, the end of the market value of 27.292 billion yuan;
adhere to the independent research and development of core technologies, has become a leading enterprise of domestic chips in the field of RF front-end segmentation.
Main business is the research, development and sales of RF front-end chips, mainly to provide the market with RF switches, RF low-noise amplifiers and other RF front-end chip products, and provide IP authorization, applied to smart phones and other mobile smart terminals;
20. 26.378 billion yuan;
China's largest cobalt products supplier, one of the main suppliers of lithium ternary precursor products, cobalt product sales accounted for about 18% of global consumption;
The company's leading products are cobalt tetraoxide, cobalt hydroxide and cobalt sulfate cobalt products, as well as lithium cathode materials ternary precursor products; with cobalt and nickel resources from development to lithium materials manufacturing integrated industrial chain
The company's N65 series of ternary precursor products through the POSCO-LGC battery industry chain;
21.Zhifei Biologicals: 348 long positions in the second quarter of the fund, the end of the market value of 25.935 billion yuan of holdings;
China's strongest comprehensive strength of the listed One of the most comprehensive strength of China's listed bio-vaccine suppliers and service providers;
The company currently has three independent vaccine products issued (ACYW135 polysaccharide vaccine, Hib vaccine, AC conjugate vaccine), and five types of agent products issued (Merck Sharp & Dohme's tetravalent HPV vaccine, the nine-valent HPV vaccine, the pentavalent rotavirus vaccine, and 23-valent pneumonic, inactivated hepatitis A vaccine);
22. Tongce Medical: 190 long position funds in the second quarter, the end of the holding market value of 25.692 billion yuan;
Domestic chain of oral health care leader; the company continues to plough through the oral cavity, reproduction, ophthalmology and other specialized medical services, with oral health care institutions, assisted reproduction health care institutions, which in the field of oral cavity as China's large-scale oral health care group, has been in the country Opened 32 oral hospitals;
23. Changchun High-Tech: 309 long position funds in the second quarter, the end of the market value of holdings of 25.502 billion yuan;
chickenpox vaccine leader; subsidiaries of Bakelite Biologicals main products include chickenpox vaccine, rabies vaccine and nasal spray influenza vaccine, which the chickenpox vaccine market share of the first, lyophilized nasal spray Influenza vaccine as the only approved live attenuated nasal spray influenza vaccine has been marketed;
24. Yili shares: 385 long position funds in the second quarter, the end of the market value of the holdings of 24.089 billion yuan;
The largest dairy enterprise in China, the first in terms of sales; has a liquid milk, milk beverages, powdered milk, frozen beverages, Yogurt and other major product lines, various types of dairy products are market leaders, which has a "Golden Dawn", "Anmushi" and other high-end brands known throughout the country;
25. The market value of holdings at the end of the period 23.931 billion yuan;
air conditioning business is mainly one of the three white goods hegemony, air conditioning, washing machines, refrigerators offline share share of: 28.9%, 27.4%, 12.6%;
in Jingdong, Tmall, Suning e-shopping, and other mainstream e-commerce platforms to continue to maintain the first in the industry of all home appliances category; under the ownership of the Swan, Beverly, Aurora, Toshiba, AEG;
26. Ganfeng Lithium: 284 long positions in the second quarter of the fund, the end of the market value of holdings of 23.716 billion yuan;
The world's largest producer of lithium metal, the world's third-largest and China's largest lithium compounds producers, is the world's lithium industry is the only one who also has a
27. Ping An Bank: 490 long position funds in the second quarter, with a market value of 23.577 billion yuan at the end of the period;
A nationwide joint-stock commercial bank, with a comprehensive financial system as a feature of its strengths; it has established a unified bank-wide financial system, and is now a leading provider of financial services and services.
A national joint-stock commercial bank, comprehensive finance is the Bank's characteristic advantage; the establishment of the Bank's unified blockchain integrated service platform, and applied in the supply chain finance, bankruptcy liquidation voting, cloud contracting depository, traceability and other business areas; 28. Domestic industrial automation products leader, electromechanical liquid integrated products and solutions provider; 19 years of the company's frequency converter, servo products have to do the first domestic, the industry ranked second, respectively, the fourth; Industrial robotics products, including robotics special control system, servo system, vision system, high-precision screw, SCARA robot, six-jointed robot and other core components. Robots, six joint robots and other core components and integrated solutions; 30. Industrial Bank: 502 long position funds in the second quarter, the end of the market value of 23.263 billion yuan; One of the first batch of joint-stock commercial banks, mainly engaged in the business of commercial banking, is to cover the trust, leasing, funds, futures, asset management, consumer finance, Internet finance, financial services and other services. Note: The above companies are summarized based on public information such as performance statements, and are only for sharing and exchange of learning, not as a basis for buying and selling; (Some of the above companies have had large increases in share prices recently. The first thing you need to do is to make sure that you're not chasing after the highs, and that you're not chasing after the highs.)
29.
This is the first time I've ever seen a company like this.