Opcon
html On the evening of August 4, Opcon disclosed its interim report and announced the top ten shareholders and the top ten tradable shareholders. Gu Lan and Zheng Lei increased their positions at the same time.
Chart: Top vote
Opcon TV went ex-rights and ex-dividends on May 21, 10 will get 3.50 for 0.50 and 2.05 yuan will be sent, which is equivalent to 10 for 4. The number of shares will naturally increase by 40%, so the change in shareholdings in the second quarter report is less than 40% means reducing the position, exceeding 40% means increasing the position, and 40% means holding the stock unchanged.
Gulen added 1.4471 million shares, an increase of 8.37%
The China-Europe Medical Health Mixed Fund managed by Gulen held 12.3388 million shares of Opcon in the first quarter. After the high-price transfer of to on May 21, it was equivalent to a shareholding. It held 17.2743 million shares, and at the end of the second quarter, it held 18.7215 million shares, increasing its position by 1.4471 million shares, with an increase of 8.37%.
Zheng Lei bought 4.4295 million new shares
The China Universal Innovative Medicine Theme Mixed Fund managed by Zheng Lei bought 4.4295 million new shares in the second quarter, making it the eighth largest circulating shareholder.
Introduction to Opcon
The company is the domestic leader in orthokeratology lenses (OK lenses). OK lenses originated in the United States in the last century and have maintained rapid growth since being introduced into the country. Currently, orthokeratology lenses are showing "2+7" According to the structure, there are 2 domestic companies and 7 import companies. The company is the latest domestic company to obtain approval for orthokeratology to go on the market, occupying a first-mover advantage.
company has significant advantages in optometrists, and optometry terminal resources. It has the strongest optometrist and optometry terminal resources in the country. Since 2017, it has invested and held shares in more than 200 terminal channels, and has cooperated with more than 1,100 terminals across the country. establish cooperation. The advantageous channels are expanding from Anhui and Jiangsu to Shandong, Shaanxi, Hubei and other places, and 1,348 optometry terminals will be built through investment projects. In the first half of the year,
's revenue was 570 million yuan, a year-on-year increase of 91.94%. The net profit attributable to the parent company was 256 million yuan, a year-on-year increase of 100.09%. The performance slightly exceeded market expectations.
Nanya New Materials
html On the evening of August 4, Nanya New Materials disclosed its interim report and announced the top ten tradable shareholders, Qiu Dongrong increased his position.Chart: Top investment
Qiu Dongrong increased its position by 573,200 shares, a rate of increase of 108%
Zhonggeng Small Cap Value Stock Fund managed by Qiu Dongrong increased its position by 573,200 shares in the second quarter, an increase of 108.67%, and held a position of 1,100,800 shares. It is the third largest circulating shareholder.
company profile
company copper clad laminate products are among the top four domestically funded. As domestic manufacturers enter the global service supply chain, domestic high-speed copper clad laminate manufacturers are promoted to replace Taiwanese companies and Japanese material companies.
's revenue in the first half of the year was 1.99 billion yuan, a year-on-year increase of 119%, and net profit attributable to the parent company was 220 million yuan, a year-on-year increase of 229%. Friendly reminder from
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