Per reporter: Yang Jian Per editor: He Jianling
Image source: Photo Network_500434510
Today is the last trading day of 2021, and A shares in 2021 are a year of extreme differentiation, and the structural market is obvious. The private equity fund that steps on the right track is undoubtedly making a lot of money, but the private equity that steps on the wrong track has to endure the pain of net worth drawdown.
According to the statistics of the private placement ranking network, among the 4181 A-share listed companies that are not listed this year, 2544 have a positive increase during the year, accounting for 60.85%, of which 299 are doubled stocks, accounting for 7.15%. That is to say, if an investor randomly buys a stock at the beginning of the year and holds it until the end of the year, the probability of not losing money is about 60%, and the probability of getting more than 100% return is greater than 7%.
For private equity, who is the most beautiful boy this year? This is undoubtedly Wan Shun Tong Assets and Beixin Ruifeng Fund. The two private placements re-invested in Jiuan Medical in the third quarter of this year, and the stock is 10 times that of this year. In addition, 31 private placements have bought double bull stocks.
2021 is a veritable year of stock market divergence, but overall, the stock market as a whole still has more opportunities than risks. According to the statistics of the private placement network, 31 private placements, including Jiukun Investment, Gao Yi Assets, Tongyi Investment, Alluvial Assets, Liren Investment, and Panjing Investment, bought bull stocks that had doubled during the year.
Among them, jiukun investment of "jiukun private 33" bet on the fourth quarter of the increase of up to 221.12% of the sound electronics. At the end of the third quarter, jiukun investment's "Jiukun Private No. 33" became the third largest circulating shareholder of Shangsheng Electronics. The "Jiukun Private No. 23" of Jiukun Investment and the "Tongyi Lime" of Tongyi Investment once bet on the doubling of the shares in the third quarter of this year, and the total increase of the stock in the third quarter of this year was 112.49%.
The data shows that the Zhuoye No. 1 Fund under Yunnan Zhuoye Investment bet on shede liquor. It is understood that the data disclosed by Yunnan Zhuoye Investment on September 30, 2020 showed that it held 9 million shares of Shede Liquor, and then with the rise of the company's stock price, the private placement also began to reduce its holdings, and in the data disclosed on December 31, 2020, the private placement reduced its holdings by 500,000 shares; as of the third quarter of this year, the private equity fund held 6.8 million shares of Shede Liquor. From the perspective of stock price performance, as of December 30 this year, the company's stock price has risen by about 168%.
In the data disclosed by Junda Shares on December 31, 2020, Hangzhou Jiuying Asset-Jiuying Value Selection No. 1 Private Equity Investment Fund newly held 1.0264 million shares. As the company's stock price rose, the private equity fund increased its position all the way, and as of the third quarter of this year, the data showed that the private equity product held 2.7233 million shares of Junda shares. From the perspective of stock price performance, as of December 30 this year, the company's stock price has risen by about 290%.
In the annual report disclosed by Changchuan Technology on December 31, 2020, Renhao Value, a subsidiary of Shanghai Renhao Investment, found that No. 1 Xinjin held 3.4181 million shares of Changchuan Technology, and as of the third quarter of this year, the private placement increased its holdings all the way and held 9.369 million shares at the end of the period. From the perspective of the company's stock price performance, the stock price of Changchuan Technology has risen by about 270% as of December 30 this year.
It is understood that the alluvial assets were established in 2014, but only completed the registration and filing in the Asset Management Association in November 2020, and the scale exceeded 10 billion in the fourth quarter of this year. Judging from the positions disclosed by the listed companies in the third quarter, the Alluvial Active Growth No. 1 Private Equity Investment Fund under Shanghai Alluvial Asset Management Center (Limited Partnership) held 909,700 shares of *ST Dexin in the third quarter, which was a new entry in the quarter. From the perspective of *ST Dexin's stock price, the company is the most expensive ST stock, and the stock price has risen by more than 440% since the beginning of this year as of December 30.
Since the beginning of this year's structural bull market, a lot of bull stocks have been born, and the Nebula shares in the energy storage sector have to be mentioned, but a penalty letter from the Fujian Securities Regulatory Bureau has exposed the traders behind it. On August 20, 2020, 16 private equity funds of Shanghai Nantu Asset Management held more than 5% of Nebulas shares. According to the data disclosed on September 30, 2020, the three new products of Shanghai Nantu Assets held a total of 3.5889 million shares of Nebulas shares, and then Nantu Assets increased its holdings all the way. As of the end of the second quarter of this year, four products of Shanghai Nantu Asset Management appeared among the top ten circulating shareholders of Nebulas Shares, holding a total of 4.5873 million shares. From the perspective of stock price performance, the stock price of Nebulas shares started from 30 yuan and soared to 82 yuan in more than 1 month.
In addition, there are Chervon Automobile held by New Vitality Capital, Lianhui Interactive held by Panyao Asset, Hesheng Silicon Held by Qianhong Jiusheng Asset, Shenghong Shares held by Panjing Investment, Chuanheng Shares held by Chitai Assets, Fulin Seiko held by Yingshui Investment, Guangyu Development and Gao Lan Shares held by Tongyi Investment, Fuhan Micro held by Panhou Momentum, Shi Dashenghua held by Ceio Ruibo, Wencan Shares held by Duration Investment, and Jinchen Shares held by EvolutionAry Assets, all of which made the private equity fund make a lot of money due to the sharp rise in stock prices during the year.
For private equity, who is the most beautiful boy this year? Undoubtedly, Wan Shun Tong Assets and Beixin Ruifeng Fund, which bet heavily on Jiuan Medical before the stock price took off. Jiuan Medical's market started on November 11 this year, and the highest intraday price as of December 31 was 59 yuan. In just one and a half months, the 10x stock myth was completed.
It is worth noting that Beixin Ruifeng Fund - Tibet Trust - Yunding No. 22 Single Fund Trust - Beixin Ruifeng Fund Bairui 143 Single Asset Management Plan newly held 19.71 million shares of Jiuan Medical in the third quarter of this year. Based on the closing price of 6.69 yuan on September 30, the market value of The Beixin Ruifeng Fund is 131.8 million yuan. According to the calculation of the highest intraday price of 59 yuan in Jiuan Medical today, the market value held by Beixin Ruifeng Fund has reached 1.163 billion yuan, and if it is sold at the highest point, the company may make more than 1 billion yuan.
In addition, Shenzhen Wanshuntong Asset Management Co., Ltd. - Wanshuntong No. 11 Private Equity Investment Fund reported that it held 11.4315 million shares of Jiuan Medical in the third quarter of this year, and if calculated by the closing price of 6.69 yuan on September 30, the market value of Wanshuntong Asset Holding was 76.476 million yuan. Similarly, if calculated by the highest intraday price of Jiuan Medical at 59 yuan today, the market value of Wan shuntong asset holdings reached 674.4 million yuan, and it made nearly 600 million yuan.
According to the investor relations activity record sheet released by Jiuan Medical on December 30, the FDA has detailed requirements for product authorization, and the company provides information in accordance with the requirements for product declaration, which is the ninth company in the US market to be approved for antigen household self-test agent cartridge products. The company said that the company's kits are currently sold in the United States through both the C-end and the B-end, and the sales channels at the C-end are the official website of the company's US subsidiary iHealth and the Amazon US e-commerce platform. As of December 20, US time, the sales amount of kit products on Amazon's US platform was 27.27 million US dollars, accounting for about 17% of the company's overall test kit sales at that time, and the amount of payment was 656,000 US dollars, mainly because the Amazon US platform could confirm sales and collect payments after the unconditional return period.
Liu Youhua, head of research at the private placement network, told the "Daily Economic News" reporter that although the above 31 private placements bought double bull stocks, the actual profit situation will vary according to the specific operation of the private placement. There are so many domestic private equity institutions, and the operation style of private equity is diverse, and there are not so many investment restrictions; in addition, the main income of private equity comes from performance commissions, so the attitude of pursuing high returns will be more intense, so it is normal for private placements to buy double stocks.
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