As of March 5, 77 listed companies have disclosed their annual reports for 2021, and a number of “invisible heavy positions” of top flow fund managers have surfaced.
The so-called “invisible heavyweight stocks” means that the fund does not enter the top ten heavyweight stocks in the quarterly report of the fund, but the fund has entered the top ten circulating shareholders in the performance report of listed companies. According to the annual report, Feng Liu is still in love with Kangyuan pharmaceutical. Since the mid-term report in 2020, the stock has increased by nearly 30% since the end of 2021; Since the end of 2021, new energy stocks have continued to callback, and Li Xiaoxing and Feng Mingyuan have entered Tianhua Chaojing and xiangfenghua on bargain hunting respectively.
Insiders revealed that although the annual report data has been more than three months away, it is difficult to completely adjust positions in a short time due to the large management scale of top flow fund managers. Therefore, the “invisible heavy positions” disclosed in the annual report still has a certain reference value.
Feng Liu is in love with traditional Chinese medicine stocks
In the 2021 annual report disclosed by Kangyuan pharmaceutical on March 4, Gao yilinshan No. 1 Yuanwang fund managed by Feng Liu continued to be the third largest circulating shareholder of the stock.
The fund managed by Feng Liu has been the new top ten circulating shareholders of the stock since the mid-2020 report, and has increased its positions all the way since. By the mid-2021 report time, gaoyilinshan No. 1 Yuanwang fund is the third largest circulating shareholder of Kangyuan pharmaceutical. Since then, the number of shares has not changed. As of the 2021 annual report, Gao yilinshan No. 1 Yuanwang fund held a total of 23.5 million shares of this stock, with a market value of 288 million yuan.
Kangyuan pharmaceutical is a large traditional Chinese medicine enterprise integrating R & D, production and trade of traditional Chinese medicine. It is worth noting that the stock has continued to fluctuate since Feng Liu entered, falling by 25.36% from July 1, 2020 to March 31, 2021, during which Feng Liu continued to increase his position. From April 1, 2021 to the end of 2021, Feng Liu no longer increased his position. After holding it stably, the stock rose 17.81% in the range. However, the larger increase began in mid December 2021. As of the closing on March 4, 2022, the share price of the stock rose to 13.08 yuan / share from 10.17 yuan / share at the closing on December 9, 2021, an increase of 28.61%.
Low profile new energy stocks
On February 8, Tianhua Chaojing disclosed the annual report of 2021. Yinhua Xinyi flexible allocation hybrid fund managed by Li Xiaoxing newly added the seventh largest circulating shareholder of the stock.
According to the annual report of Tianhua Chaojing, Li Xiaoxing newly purchased 5.695 million shares in the fourth quarter of 2021, with a market value of 454 million yuan. According to public information, Tianhua Chaojing is a provider of electrostatic and micro pollution prevention and control solutions, and its subsidiary Tianyi lithium is engaged in lithium battery and lithium ore business. In early March, Tianhua Chaojing said on the investor interaction platform that at present, the phase II 25000 ton battery grade lithium hydroxide project is in the stage of commissioning and trial production, and qualified products have been produced.
On September 10, 2021, the share price of Tianhua Chaojing continued to callback from the high of 137.6 yuan / share. By January 20, 2022, the share price once fell to 62.74 yuan / share. Since then, the stock has rebounded all the way to 91.17 yuan / share. As of March 4, the stock closed at 73.59 yuan / share.
Xiang Fenghua’s annual report shows that Cinda Aoyin new energy industry stock fund managed by Feng Mingyuan ranks as the seventh largest circulating shareholder of the stock. Feng Mingyuan bought 1.5335 million new shares in the fourth quarter of 2021, with a market value of 94.82 million yuan.
Xiangfenghua is an enterprise engaged in the R & D, production and sales of cathode materials for lithium-ion batteries. Like most new energy stocks, the share price of the stock was adjusted back from the high 88.56 yuan / share to the lowest 47.22 yuan / share in early December 2021. The share price of the stock has rebounded since the end of February 2021, closing at 72.54 yuan.
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