Cui Chen Long, Han Chuang, Ge Lan latest position exposure
Since October, on the machine CNC, Kang Yuan Pharmaceuticals, Huatie Emergency and a number of A-share listed companies disclosed the 2022 three-quarterly report, A-share three-quarterly report disclosure prelude formally opened. Then today I am here to organize the latest position exposure of Cui Chenlong, Hanchuang, Ge Lan, let's take a look together!
Cui Chenlong and Mao Wei added positions on machine numerical control, Caitong capital management and southern pension added positions on Kang Yuan Pharmaceutical
Shanghai machine numerical control took the lead in the disclosure of the 2022 three-quarterly report, the company's three-quarter performance year-on-year growth of 101%, greatly exceeding the market's expectations. Shangji CNC, originally a photovoltaic slicer equipment provider, has risen rapidly to become a leading company in the silicon wafer industry since its transformation into the field of photovoltaic silicon wafers in 2019.
Shanghai machine numerical control disclosure of the top ten outstanding shareholders data show that the Qianhai open source fund Cui Chenlong and the southern fund Mao Wei have significantly increased their positions in the third quarter.
Cui Chenlong management of the former sea open source utilities, the former sea open source new economy for the first time into the top ten outstanding shareholders of on machine numerical control in the list, ranked fifth, sixth, respectively, hold on machine numerical control 7,193,200 shares, 5,752,200 shares, compared with the end of the second quarter, respectively, 6,863,000 shares, 3,753,300 shares.
From the perspective of long-term investment, Cui Chenlong is firmly optimistic about the main line of investment in new energy. He said that in the next few years, including the development of photovoltaic and wind power industry will be beyond expectations.
Mao Wei and Wang Bo *** with the management of the Southern Growth Pioneer Mix in the third quarter for the first time to buy on the CNC, holding 2.416 million shares of CNC, the shareholding ratio of 0.62%, the market value of holdings of 324 million yuan, is the tenth largest circulation shareholders of the CNC.
Shanghai machine numerical control disclosure exceeded expectations on the first day of the three-quarterly report, the stock price was close to a halt. Zheshang Securities believes that on the machine CNC company as the highest degree of integration, the lowest cost, the most competitive photovoltaic one of the leading, profitability is in the industry's leading level, is expected to performance has the potential for further upward adjustments.
The domestic leading innovative traditional Chinese medicine enterprise Kang Yuan Pharmaceutical recently disclosed the third quarterly report also shows that 1 pension products and 1 public fund products in the third quarter to increase positions. As of the end of the third quarter, the South steady value-added mixed pension products is Kang Yuan Pharmaceuticals sixth largest outstanding shareholders, holding 6.07 million shares of the company shares, compared with the end of the second quarter, an increase of 512,000 shares. Cai Tong Capital Management Health Industry Mixed Fund held 5.6 million shares of Kang Yuan Pharmaceuticals, compared with the end of the second quarter, an increase of 1,811,500 shares, the market value of the shares is 0.74 billion yuan, for the first time to enter the list of Kang Yuan Pharmaceuticals, the top ten outstanding shareholders.
In addition, the private equity funds Silver Leaf Investment, Dacheng CSI Finance Management Plan, Dacheng CSI Finance Management Plan and Efonda CSI Finance Management Plan remain in the fifth, eighth, ninth and tenth largest shareholders of Kang Yuan Pharmaceutical Company, the number of shares held with the previous period remained unchanged.
Huatai Securities believes that Kang Yuan Pharmaceuticals in the past two years approved three new Chinese medicine, in the research pipeline, the classic formula Ling Gui Zhu Gan particles have been declared, Zixin nose congested particles, Sen Pu pelvic inflammation particles into the third phase, the hot toxin particles, such as a variety of at the second phase of the product array is expected to continue to supplement the company's incentives to cover a high degree of assessment levels are rich, is expected to stimulate the company's endogenous operating vitality. Kang Yuan Pharmaceutical disclosure of the third quarterly report, the company's stock price rose for two consecutive days.
Cai Songsong reduces holdings in Weir shares, Han Chuang reduces holdings in Huatie Emergency
Data shows that several institutional investors have reduced their holdings in Weir shares and Huatie Emergency.
By the global epidemic spread, geopolitical situation and inflation and other factors, such as the superimposed impact of the consumer electronics field market size has been a strong impact, demand fell sharply, Weir shares in the second quarter performance decline. Under the pressure of performance, Weir shares fell for three consecutive quarters, down more than 60% during the year.
Data showed that Cai Songsong's Noan Growth Mix ended its holdings of Weir shares in the first 2 quarters, and reduced its holdings of the company by 4,194,300 shares in the 3rd quarter, with a market value of 1.557 billion yuan.
In order to boost the company's share price, the evening of October 10, Weir shares announced that the company intends to 300 million yuan -600 million yuan to repurchase shares, the repurchase price is not higher than 85 yuan / share (including), the repurchase of shares is intended to be used in full for the subsequent implementation of the Employee Stock Ownership Plan or equity incentives.
October 11, Weir AG conducted the first repurchase, repurchasing about 660,000 shares.
Huatie contingency in the third quarter delivered a growth in performance, realizing a net profit of 430 million yuan, an increase of 31.1 percent year-on-year. However, the data showed that several institutional investors chose to reduce their holdings in the third quarter, such as Han Chuang's Dacheng Xinrui mixed latest holdings of 31.038 million shares of the company, a decrease of 21.0906 million shares from the previous period, and Han Chuang's Dacheng Rui Jing withdrew from the list of top 10 outstanding shareholders of Huatie Emergency in the third quarter. In addition, a number of institutional products such as Nanhua Preferred No. 2 Management Plan and Hongta Hongtu Zhiyuan No. 2 Management Plan have reduced their holdings in Huatie Emergency.
Funds are divided on holding Zhende medical
In the first half of this year, public funds hold 10.12% of the shares of Zhende medical, HFT fund, Bosera fund and GF fund holdings accounted for Zhende medical circulating A share ratio of more than 1%.
October 11 Zhende medical share repurchase announcement, the company intends to October 11, 2022 to September 30, 2023 to complete the company's share repurchase plan, the repurchase price of not more than 60.00 yuan / share, repurchase a total amount of not more than RMB 150 million.
However, from the point of view of the company's disclosure of shareholder data, public funds are divided on the holding of Zhende medical.
As of September 30, 2022, the list of the top ten outstanding shareholders, Gran's China Europe Healthcare Mix, Zhou Xuejun's HFT Reform Driven Mix to reduce positions, compared with the previous period, respectively, reduced 515,100 shares, 201,900 shares, China Europe Healthcare Mix for the second consecutive period of reduction of Zhende Medical, the latest holdings of 1,652,500 shares.
Meanwhile, Wang Haobing's Gengyin Hexin Digital Economy Theme Fund and Chi Chensen's Anxin Pharmaceuticals & Health chose to increase their holdings, holding 2,961,700 shares and 2,636,900 shares of Zhende Medical, respectively, both of which have entered the list of Zhende Medical's top 10 outstanding shareholders for the first time.
Sha Wei's Boshi Quality Xinxin Select One-Year Holding Fund increased its position in Zhende Medical by 118,500 shares, with the latest position of 2.226 million shares.
Huachuang Securities said, Zhende medical company's dressings OEM business ranked in the top three of China's dressings exporters, in addition, the company also layout has a disposable surgical sensory control and modern dressings and other business, the market space is broad.
The three-quarter market is expected to gradually open
Three quarters, the A-share market shocks downward, the overall performance of the weak, the market mood overall low, turnover showed a gradual shrinkage of the trend. Boshi Fund said that after the previous retracement, the A-share market risk has been released, in the short term, the A-share continued to decline in space or limited, the probability will continue the trend of oscillation, you can pay attention to some of the performance of the growth of certainty of the quality of the individual stocks.
As of October 11, brokerage China reporter, Shanghai and Shenzhen have 146 companies have disclosed the three-quarter performance forecast, of which the performance of 115 companies, accounting for nearly 80%.
With the disclosure of listed companies and fund products three-quarter report, the three-quarter market is expected to gradually open, fund managers position roadmap is expected to be clearer.
Looking ahead to the market, Nordic Fund fund manager Xie Yi said that many unfavorable factors for A shares will probably subside or turn positive, and the process of domestic recovery that should dominate the market will be reflected with it, and the A shares can be said to be the clouds to see the sun, and gradually enter a better situation. It may be a good time to lay out equity assets.
Hang Seng Qianhai fund investment manager Xie Jun suggested short-term "new energy", "high-end manufacturing" and other growth sectors can be actively laid out after the adjustment in place. In the new energy, energy revolution track with long-term, new energy vehicle penetration rate, wind energy will continue to improve in the next decade; high-end manufacturing is China's industrial upgrading of the road, domestic substitution space is huge, in the future will continue to be supported by the policy; semiconductor, and consumer electronics-related companies are still in the inventory stage, according to the current outlook, the first half of next year may bottom out! The company can choose high-quality markers for the left side of the layout.
Red Earth Innovation Fund, director of the research department, equity investment in a general manager Wang Chen said that the stabilization of the domestic economy has appeared, overseas inflation relief time needs to be observed, and the capital market has responded to enough pessimistic expectations, from the long-term valuation point of view, the overall market, a large number of industry valuation is at a historical low; from the turnover point of view, the turnover of the sluggish, short-term "oversold", "oversold". "Oversold" signal is obvious, and longer time, every "panic" is a good opportunity to layout. From the perspective of industrial upgrading, China's industrial upgrading is still promising. On the whole, return to the industrial perspective, excellent enterprises from not "waste a crisis", the layout of the excellent enterprises at the right time.
Industry Securities strategy team said that the bottom area "price is more important than time", structurally it is recommended to focus on the early layout of the three quarterly reports and even next year's boom is expected to continue in the direction.