Ophthalmology medical fund managers favor how the market interpretation
With the intensive disclosure of listed companies in the midterm report, part of the "top stream" position dynamics also attracted market attention. Zhang Kun in the second quarter to return to the "eye thatched" Aier Ophthalmology top ten circulation shareholders, Glenn focus on a wider surface, pharmaceutical segmentation of the leading areas of concern. So today I'm here to give you a little bit of ophthalmic medical knowledge, let's take a look together!
Zhang Kun increased positions in the "eye thatched"
With the "public fund-raising," said Zhang Kun, in the second quarter of this year, a substantial reduction in holdings of Haikangweiweiweiwei, but at the same time significantly increased positions in the Focus Media, Aier Ophthalmology.
August 24 evening, Aier Ophthalmology's latest announcement shows that Zhang Kun management of Efonda Blue Chip Select has become the company's top ten liquid shareholders, holding 27,001,000 shares, the market value of the holdings of 1.209 billion yuan.
Aier Ophthalmology used to be Zhang Kun's "water shares". 2020 three-quarterly report shows that Efonda Blue Chip Select new position in Aier Ophthalmology at that time 32 million shares, the market value of the shares amounted to 1.645 billion yuan. 2020 annual report shows that the Efonda Blue Chip Select position in Aier Ophthalmology remains unchanged, but the market value of the market to rise to 2.396 billion yuan.
In the first quarter of 2021, Zhang Kun significantly reduced his position in Aier Ophthalmology, Efonda Blue Chip Select held Aier Ophthalmology shares from 32 million at the end of 2020, reduced to 20 million at the end of the first quarter of 2021. But in the second quarter of 2021, Efonda Blue Chip Select increased its stake in Aier Ophthalmology by another 15.78 million shares, increasing its stake to 35.079 million shares.
In the second half of 2021, Zhang Kun liquidated his holdings in Aier Ophthalmology as its share price continued to fall. Efonda Blue Chip Selection 2021 published annual report shows that at the end of 2021, the fund held only 200,000 shares of Aier Ophthalmology. In fact, at the end of the third quarter of 2021, Efatar Blue Chip Select has withdrawn from the top ten outstanding shareholders of Aier Ophthalmology, in accordance with the disclosure standards of the top ten outstanding shareholders, Zhang Kun has reduced his holdings of a number of shares in the third quarter.
In addition to Zhang Kun, Aier Ophthalmology's top ten outstanding shareholders also appeared in the Chinese and European fund manager Gran, Huabao fund manager Hu Jie, and Guangfa fund manager Wu Xingwu's figure. Gran management of China Europe medical health hold Aier ophthalmology has been 8 quarters, and in the process of holding, Gran basically has been increasing holdings, in the third quarter of 2021 and the fourth quarter of the process of the decline in share prices, increase holdings more, at present Aier ophthalmology has been the first largest position in China Europe medical health, the market value of the position amounted to 7.187 billion yuan.
Aier Ophthalmology half-yearly report shows that in the first half of 2022, it realized an operating income of about 8.107 billion yuan, an increase of 10.34% year-on-year; net profit attributable to shareholders of listed companies of about 1.291 billion yuan, an increase of 15.73% year-on-year.
In Zhang Kun, Gran and other "top stream" collective holdings, Aier Ophthalmology in the second quarter of this year ushered in a significant rebound in the stock price, during the cumulative increase of 42.08%, recovered all the decline in the first quarter. Into the second half of the year, Aier ophthalmology stock price performance is relatively weak, since July fell nearly 20%.
Gran focus on industry leaders
100 billion "top stream" Gran's position dynamics is also the focus of market attention, in recent years, Gran in addition to focusing on innovative medicines, medical devices and other tracks, traditional Chinese medicine and pharmaceutical industry leaders in niche areas are also subject to its attention.
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On the evening of August 24, the half-yearly report released by the adoption of shares shows that Gran's management of China Europe Healthcare Healthcare newly became the company's top ten liquid shareholders, holding 870,900 shares at the end of the second quarter, with a market value of shares of 0.64 billion yuan.
Adoption shares from the beginning of the establishment of the veterinary instrument field, gradually expanding to the medical device and laboratory consumables segment, the scale of production capacity has gradually improved, has become a leading puncture and injection devices, through ODM/OEM and other ways to provide puncture and injection class for the world's medical enterprises, laboratory consumables and other products, the proportion of export revenue to reach more than 90% in 2021.
Up to now, China Europe Healthcare has been in the top ten outstanding shareholders of many listed companies, such as Aier Ophthalmology, WuXi AppTec, Myriad Medical, Pientzehuang, Tongtse Medical, Jiuzhou Pharmaceuticals, Boateng, OPPCONVISION, East China Pharmaceuticals, Medici, Hengrui Pharmaceuticals, Medicine Stone Science and Technology, Gongdong Medical Care, CRC Sanjiu, Aladdin, Nano Science and Technology, Pharmacology Biologicals, Nuowo Ziyuan, Baicheng Pharmaceuticals, Adoption Shares and so on. The list of the top ten outstanding shareholders of a number of listed companies.
Which, Aier Ophthalmology, WuXi Kande, Myriad Medical, Pientzehuang, Tongze Medical, Jiuzhou Pharmaceuticals and other specific positions, in the fund's second quarterly report has been listed. While Boten, OPCV, East China Pharmaceutical, Medicilon, Hengrui Medicine, Medicine Stone Technology, Gongdong Medical, China Resources Sanjiu, Aladdin, Nano Technology, Pharmacology and Biology, Nuovo Zhiyuan, Baicheng Pharmaceuticals, Adoption of the shares of listed companies in the half-yearly report to be disclosed.
During the second quarter, Glenn overall is still increasing positions in medicine, health care, traditional Chinese medicine and other sectors of related stocks, including East China Medical, Boya Biologicals, OpusCare, such as the increase in holdings is not small, while China Europe Healthcare also new into the CRC Sanjiu, Pharmachem Biologicals, Adoption of the shares of the company's top ten outstanding shareholders.
Looking ahead to the future market, Glenn believes that the innovation-related market is far from touching the ceiling of the domestic market, and the overseas market is also gradually building up its strength. Specifically at the company level, the trend of corporate transformation and innovation is still continuing, with the number of clinical applications for innovative drugs hitting new highs year after year. The quality of innovation, the overall R & D pipeline layout in recent years more rational, resources tilted in the direction of differentiation, and even the birth of globally competitive innovative varieties.
"In addition, along with the rapid increase in per capita income and cognitive level of China's residents, the demand for medical services and consumer health care is still growing rapidly and has not been fully satisfied, the future space is still huge. Overall, we remain optimistic about the medium- to long-term investment opportunities in the pharmaceutical and biological sectors, but short-term market volatility is difficult to avoid."
Ju Shao-wing adjusted his position significantly
The market fluctuated sharply in the second quarter, and Zhu Shao-wing made significant adjustments to his invisible long positions.
August 24 evening, Hangzhou Oxygen Corporation's half-yearly report shows that Zhu Shao-wen management of the Fortune Kingdom Tianhui Selection in the second quarter reduced its holdings of 3,371,700 shares of the company's shares at the end of the second quarter down to 19 million shares, the market value of the holdings of 594 million yuan.
The reporter combed through the rich country day benefit selected position stock found that during the second quarter, Zhu Shaoxu on its position has been significantly adjusted, Fuling juicy vegetables, Hangxiang shares were reduced by a number of stocks, while Jereh shares, Baoxin software, Wanrun shares, Huali Group, Hudian shares, Chunfeng power and most of the position was increased.
In addition, Zhu Shao-wake management of the Fortune Heavens Select also new into the "waterproof thatch" Oriental Rainbow, sunshine and sunshine and Shandong Heda top ten outstanding shareholders, of which, the Oriental Rainbow market value of the position amounted to 1.045 billion yuan, the fund at the end of the second quarter of the seventh largest long position. At the end of the first quarter of this year, Fortune Skywise Select holds 16,245,800 shares of Dongfang Rainbow, the tenth largest position, during the second quarter, Fortune Skywise Select increased its holdings of Dongfang Rainbow 4,064,200 shares to 20,310,000 shares.
But Zhu Shaoxing heavy buy Oriental Rainbow, the company's share price has fallen since July. August 22, Oriental Rainbow announced the half-yearly report, the first half of the net profit year-on-year reduction of 37%, the company's shares fell on August 23, August 24 continued to fall, as of the close of the market fell 2.27%, the shares hit a new low in the stage.
Zhu Shaoxing believes that "the valuation of the traditional sector leaders in the long cycle in an attractive position. From a longer time dimension, the current equity market is in a better risk-return range. We will remain committed to finding value in quality stocks and turning over more 'stones' in the future. We do not have the reliable ability to accurately predict short-term trends in the market, and instead focus our efforts on patiently collecting good companies with far-reaching prospects, waiting for the realization of the company's own value creation and the cyclical return of market sentiment at some point in the future."