points to follow the blue words, don’t get lost ~
As the semi-annual reports of listed companies are disclosed one after another, another fund manager has exposed the hidden heavy holdings of stocks.
Gelan focused on increasing his holdings in the second quarter of the pharmaceutical, medical, traditional Chinese medicine and other sectors related stocks he held. Xie Zhiyu also increased his holdings of many heavily held stocks in the second quarter. Zhang Kun's withdrawal from Hikvision's shareholder list has caused heated discussion in the market. The latest data shows that Zhang Kun focused on increasing his holdings in Focus Media in the second quarter.
Gelan increased his holdings in Aibo Medical and other stocks
On the evening of August 17, Aibo Medical released its semi-annual report, and fund products managed by "top" fund manager Ge Lan appeared on the list of the top ten shareholders. data shows that during the second quarter, China Europe Medical Health, managed by Gelan, increased its holdings of Aibo Medical by 1.3472 million shares, and its holdings at the end of the period increased to 2.8084 million shares, with an increase of 92.2%, and its holdings at the end of the period reached 630 million yuan.
Judging from the current data, Ge Lan comprehensively increased his holdings in pharmaceutical and medical-related stocks in the second quarter. East China Medicine , Oppo Vision, WuXi AppTec , Aibo Medical, etc. have all received increased holdings, and many stocks have increased their holdings.
China Europe Medical Health previously announced that the holdings of at the end of the second quarter were also the same. Many heavy-weight stocks such as Kanglong Huacheng, Aier Eye Hospital, Mindray Medical , and Pianzihuang were increased, and Tongrentang and Jiuzhou Pharmaceutical entered the top ten heavy-weight stocks.
In the second quarter of this year, innovative drugs, vaccines, medical and other sectors continued to adjust. Gelan increased his position against the trend and increased his holdings with practical actions to show his optimism about the pharmaceutical and biological sector. Ge Lan believes that the short-term impact of the epidemic has led to major adjustments in some companies, but the long-term growth drivers of excellent companies have not changed significantly, and the fund has made relatively active layouts.
Looking to the future, Ge Lan believes that innovation-related markets are far from reaching the ceiling of the domestic market, and overseas markets are gradually accumulating strength. Specifically at the company level, the trend of enterprise transformation and innovation is still continuing, and the number of clinical applications for innovative drugs has hit new highs year by year. In terms of innovation quality, the overall R&D pipeline layout in recent years has become more rational, resources are tilted towards differentiation, and innovative varieties with global competitiveness have even been born. The competitiveness of related service providers is more reflected in the platform's technology and management capabilities. The market share of leading companies is likely to continue to increase to maintain their high prosperity.
In addition, with the rapid increase in per capita income and cognitive level of Chinese residents, the demand for medical services and consumer medical care is still growing rapidly and not fully met, and the future space is still huge.
Overall, Ge Lan said that he is still optimistic about medium- and long-term investment opportunities in the pharmaceutical and biological sector, but short-term market fluctuations are inevitable.
Xie Zhiyu increased his holdings in Bull Group
Bull Group released its semi-annual report on the evening of August 17. The top ten shareholders appeared on the list of fund products managed by Xie Zhiyu and the figure of Hillhouse Capital.
data shows that Xie Zhiyu Management Xingquan Herun increased his holdings in Bull Group by 269,500 shares in the second quarter, and his holdings increased to 3.949,500 shares at the end of the period, with a market value of 604 million yuan, ranking second largest circulating shareholder. Xingquan Heyi held the position of of the Bull Group in the second quarter and the market value of the shares at the end of the period was 398 million yuan, ranking the fourth largest circulating shareholder.
Xingqian New Horizon and Xingquan Business Model of the housewarming management also appeared on the list of the top ten circulating shareholders, but in the second quarter, both funds reduced their holdings of Bull Group shares.
As of now, Xie Zhiyu Management Xingquan Herun has appeared in the list of top ten shareholders of many companies such as Bull Group, Jingchen Co., Ltd., Meihua Bio, Gujia Home Furnishing , Zhongying Electronics , Prolo Pharmaceutical , Pengding Holdings, Zhongwang Software, Lianchuang Electronics, Milkwei, Jiuli Special Materials , among which Pengding Holdings, Puluo Pharmaceutical, Gujia Home Furnishing, Meihua Bio and other stocks have been increased. Zhongwang Software is the stock of the top ten circulating shareholders.
Xingquan Heyi, managed by Xie Zhiyu, also appeared in the list of top ten shareholders of many companies such as Bull Group, Jingchen Co., Ltd., Meihua Bio, Proluo Pharmaceutical, Pengding Holdings, and Jiuli Special Materials. Proluo Pharmaceutical, Pengding Holdings, etc. were increased, while Meihua Bio was reduced.
Zhang Kun has a heavy position in Focus Media
Focus Media's stock price continues to be sluggish, attracting the attention of Zhang Kun a hundred billion.
Recently, Focus Media released its 2022 semi-annual report. E Fund blue chip selected, managed by Zhang Kun, appeared in the list of top ten circulating shareholders. As of the end of the second quarter, E Fund Blue chip Select held 130 million shares of Focus Media, with a market value of 875 million yuan, becoming the eighth largest circulating shareholder of the company.
In fact, Focus Media appeared in the annual report released by E Fund Blue Chip Selection. At the end of 2021, E Fund Blue Chip Selection Xinjin held 49.7165 million shares of Focus Media, with a market value of 407 million yuan.
Liu Gesong heavy holdings in Guolian Co., Ltd.
Guolian Co., Ltd.'s top ten circulating shareholders recently released semi-annual report, and fund products managed by Liu Gesong appear.
GF Technology Pioneer, GF Innovation and Upgrading, and GF Small Cap Growth managed by Liu Gesong all hold heavy holdings in Guolian shares. Among them, GF Technology Pioneer increased its holdings by 3.7321 million shares in the second quarter, and its holdings increased to 12.0258 million shares at the end of the period, with a market value of 1.065 billion yuan, ranking second largest circulating shareholder.
GF Small Cap Growth has entered the top ten circulating shareholders, with a holding of 8.3716 million shares at the end of the period, with a market value of 742 million yuan, ranking the fourth largest circulating shareholder.
Guolian Co., Ltd. is a leading enterprise in domestic industrial B2B e-commerce platforms and industrial Internet platforms. Benefiting from the general development trend of industrial e-commerce and industrial Internet, its performance continues to grow beyond expectations.
semi-annual report shows that the company achieved operating income of 27.895 billion yuan in the first half of 2022, and increased by 98.76% year-on-year; net profit attributable to the owners of listed companies was 427 million yuan, a year-on-year increase of 97.7%; net profit attributable to the owners of listed companies after deducting non-recurring gains and losses was 385 million yuan, a year-on-year increase of 92.27%
Bochuang Technology is also a heavily held stock of Liu Gesong. GF Small Cap Growth held 6.8882 million shares of Bochuang Technology at the end of the second quarter, with a market value of 123 million yuan. GF Shuangying Upgrade holds 4.0486 million shares of Bochuang Technology, with a market value of 72 million yuan.
Bochuang Technology is a Sino-foreign joint venture founded by senior professionals in the US communications industry. Its main business is the research, development, production and sales of integrated optoelectronic devices in the optical communication field. The semi-annual report shows that the company achieved operating income of 628 million yuan, a year-on-year increase of 21.83%; and achieved net profit of 74.5536 million yuan, a year-on-year increase of 1.44%.
Zhu Shaoxing holds Hisco position has not changed
Hisco recently disclosed semi-annual report shows that the Fuguo Tianhui Selected Growth managed by Zhu Shaoxing shows that the company's top ten circulating shareholders showed that it held 9 million shares at the end of the period and had a market value of 145 million yuan.
As of now, Fuguo Tianhui Selected Growth has appeared in the list of top ten circulating shareholders such as HiSCO, Jerry Co., Ltd., Huali Group, Fuling Pickles , Shanghai Ganglian , Sunshine Nuohe, Shandong Heda and other companies. Among them, Jerry Co., Ltd. and Huali Group were increased, Fuling Pickled Cabbage was reduced by 7 million shares, and Sunshine Nohe and Shandong Heda were newly held shares. In the second-level report of
, Zhu Shaoxing once said that from a longer-term perspective, the equity market is currently in a better risk-return range. In the future, we will still be committed to finding value in high-quality stocks and turning over more "stones". We do not have the reliable ability to accurately predict short-term market trends, but focus our energy on patiently collecting excellent companies with great prospects, waiting for the company's own value creation to realize and the cyclical return of market sentiment at a certain point in the future. At the selection level of individual stocks, this fund prefers to invest in companies with good "corporate genes", complete corporate governance structure and excellent management. Such companies have a greater probability of creating value for investors in the future. Sharing the capital market returns brought by the company's own growth is the best way for growth fund to obtain returns.
Editor: Ye Shuyun
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