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The four quarterly reports of the "Jingwei Afternoon Tea" Fund began to be disclosed! Star fund manager operation exposure

author:Sino-Singapore warp and weft

【Hot News】

Beijing added 5 new local confirmed cases of new crown and the two regions were adjusted to medium risk

The Beijing Municipal Center for Disease Control and Prevention reported that from 0:00 to 16:00 on January 20, there were 5 new confirmed cases of local new coronary pneumonia. At the same time, after assessment by the Beijing Municipal Center for Disease Control and Prevention, according to the "Beijing Municipal COVID-19 Risk Grading Standards", Beijing will immediately designate Wanliuyuan Community in Yuquanying Street, Fengtai District, and No. 8 North Guangyangcheng Street, Changyang Town, Fangshan District, as medium-risk areas.

In 2021, the average national white-collar year-end award exceeded 10,000

The "2021 White-collar Year-end Award Survey Report" shows that the average annual award of white-collar workers in the country is 10227 yuan, 40% of white-collar workers have year-end awards, and the average year-end awards of white-collar workers in the financial industry are 15152 yuan, returning to the first place in various industries.

Ministry of Agriculture and Rural Affairs: Grain production will hit a record high in 2021

On the 20th, Zeng Yande, chief agronomist and director of the Department of Development Planning of the Ministry of Agriculture and Rural Affairs, introduced the operation of the agricultural and rural economy in 2021 and pointed out that the grain output in 2021 hit a record high; the annual pork output was 52.96 million tons, an increase of 28.8% over the previous year, basically reaching the level of historical normal years.

How to ensure the safety of coal supply during the critical period of winter? Official: Three measures

At present, it is indeed in the critical period of coal peak winter, Su Jie, director of the Safety Coordination Department of the Ministry of Emergency Management, said that the Ministry of Emergency Response and the Mine Safety Supervision Bureau mainly take measures in three aspects, first, resolutely support the overall situation of national service supply and supply, and support the release of high-quality production capacity; second, resolutely hold the safety defense line, and give timely inspections to coal mines that do not meet safety, including guidance services; third, supervise and urge the higher-level enterprises in coal mines to send special working groups to monitor the mines to ensure the safe production of coal mines.

Ministry of Industry and Information Technology: The problem of opening the pop-up window "can't be turned off" and "jumping around" is basically solved

On the 20th, Zhao Zhiguo, spokesman of the Ministry of Industry and Information Technology and director of the Information and Communication Administration, said that the scale of telecommunications business revenue in 2021 will reach 1.47 trillion yuan, an increase of 8% year-on-year; the total amount of telecommunications services will reach 1.7 trillion yuan, an increase of 27.8% year-on-year. At the same time, through rectification, the problem of "can't turn off" and "jump around" is basically solved by rectifying the POP-up window information of the APP.

The report said four adults are willing to return to their hometowns to buy a home, and less than 1.5 million listings are favored

According to the data of the "2021-2022 Homecoming Home Purchase Report", in this survey, 41.2% of the people who chose to return to their hometown in 2022 to buy a house, including those who bought a house in their hometown and the provincial capital city of their hometown; nearly half of the people who chose to buy a house in the work city, accounted for 49.7%; and another 9.1% of the people chose to buy a house in the surrounding cities of the work city. Compared with the previous data, the proportion of returnees to buy a house this year has increased to a certain extent, from 37.8% last year to 41.2%.

A-share consolidation: The large financial sector strengthened, with more than 3800 shares in the two cities floating green

On the 20th, the three major A-share indexes opened slightly lower, maintaining a narrow range throughout the day. On the disk, insurance, securities, and banks rose in the front; meta-universe, lithium ore, oil and other declines were in the front.

Hong Kong stocks rebounded! The Hang Seng Technology Index surged 4.5%, with technology and real estate stocks strengthening

On the 20th, Hong Kong stocks opened high and went strong throughout the day. As of the close, the Hang Seng Index rose 3.42% to its biggest one-day gain since July 2020. Technology stocks collectively strengthened, with Meituan up 11.01%, Ali Health up more than 7%, Kuaishou, Tencent Holdings, JD Group, JD Health, Baidu Group and others up more than 6%.

The Four Seasons Report is out! "Top-notch" fund manager Fu Pengbo made a rare shot, and Zhao Feng's operation was exposed

On January 20, chen Guangming's two public funds of Ruiyuan released four quarterly reports at the same time, and the latest shareholding situation was exposed. Ruiyuan star fund manager Fu Pengbo continued to increase its position in the fourth quarter of the compound semiconductor leading company Sanan Optoelectronics. Ruiyuan equilibrium value managed by Zhao Feng, another star fund manager of Ruiyuan, chose to add wanhua chemical and sunny optical technology.

The Prime Minister's Office of Tonga officially declared a national state of emergency

Tonga Prime Minister's Office officially announced on the 19th local time that in view of the violent eruption of the Hong Aha Apay Island volcano on the 15th and caused a large-scale tsunami, Tonga suffered major losses of people and property, and the environment was also severely damaged, and the country entered a state of emergency from January 16 to February 13.

【Company Focus】

Han Shu and Yiyezi's parent company plans to go to Hong Kong for IPO and spend 1 billion yuan on marketing promotion a year

Recently, The Shanghai Beauty Group, a domestic cosmetics company, submitted a prospectus to the Hong Kong Stock Exchange. The prospectus shows that Shangmei Group owns domestic brands such as HanShu and Yiyezi. In 2019, 2020 and the first nine months of 2021, SG group generated sales and distribution expenses of MOP1,325 million, MOP1,536 million and MOP1,119 million, accounting for 46.1%, 45.4% and 43.1% of the total revenue respectively. Of these, marketing and promotion expenses were $803 million, $1,070 million and $735 million respectively.

Luckin plans to re-list in the United States? The company denies it

According to foreign media reports, Luckin Coffee is studying plans to re-list in the United States, and then Luckin Coffee responded to the media that the report was untrue. Previously, Luckin Coffee was delisted from the NASDAQ exchange in June 2020 and has since paid $180 million to settle accounting fraud allegations filed by the SEC.

Gradually reduce the position! After a huge loss of 1.5 billion yuan in stock speculation, Yunnan Baiyao "realized"

On the 20th, Yunnan Baiyao released the investor activity relationship table shows that the company said when it was surveyed by a number of institutions on the 18th, "The company fully listens to the opinions and suggestions of the majority of investors on the company's development, and strictly controls the scale of investment in the secondary market on the basis of the original risk control measures. ”

Salt Lake shares "accidentally" stalled! "Non-recurring gains and losses" may be the main cause

In the first three quarters of 2021, the net profit of Salt Lake Co., Ltd. was 3.715 billion yuan, of which the net profit in the third quarter was 1.601 billion yuan. According to the company's performance forecast released on the evening of January 20, the equivalent of the company's net profit in the fourth quarter was only 165-565 million yuan, down more than 64.7% from the third quarter.

Chairman Su Daweige received a regulatory letter: nearly 300,000 shares were sold during the sensitive period

Due to the sensitive period of trading the company's shares, the Shenzhen Stock Exchange issued a regulatory letter to Chen Linsen, chairman of Su Daweige, on the 20th. According to the regulatory letter, Chen Linsen, as the chairman of Suzhou Sudaweige Technology Group Co., Ltd., sold 299,200 shares of the company's shares through a centralized auction on September 28, 2021, involving a transaction amount of 9.1436 million yuan. On October 28, Su Daweige disclosed the "Third Quarter Report 2021", and the above-mentioned selling behavior was within 30 days before the announcement of the company's regular report, constituting a sensitive period transaction.

Tens of thousands of people please resign planning rushed to the hot search one! Harry Potter mobile game apologies, what is the situation?

Harry Potter: Magical Awakening is an official Harry Potter game produced by NetEase. In the afternoon of the 20th, the topic of "Ten Thousand People Please Resign From the Harry Potter Magic Awakening Plan" landed on the first place in the Weibo hot search list, and subsequently, the official Weibo of the "Harry Potter: Magical Awakening" mobile game apologized and said that it would adjust the planning of the New Year version of the event.

Net red bookstore Sisyphus was fined for selling children's goods without 3C certification

Recently, the Beijing Xicheng District Market Supervision and Administration Bureau imposed an administrative penalty on the Xizhimenwai Street store of Beijing Sisyphus Culture Communication Co., Ltd., and the "Little Dolphin Enlightenment Essential Wall Chart" sold by it did not obtain the national compulsory certification. The Beijing Xicheng District Market Supervision and Administration Bureau ordered the parties to correct the above-mentioned illegal acts, confiscate the illegal gains of 363.77 yuan, and impose a fine of 50,000 yuan.

【Market Trends】

A股:

As of the close, the Shanghai index fell 0.09% to 3555.06 points; the Shenzhen component index fell 0.06% to 14198.30 points; and the ChiNext index fell 0.32% to 3065.99 points.

Hong Kong Stocks:

Hong Kong's Hang Seng Index closed up 3.42% at 24,952.35 points; the State-Owned Enterprises Index closed up 3.79 percent at 8,761.56 points; and the Red Chip Index closed down 0.16 percent at 4,146.77 points.

Taiwan Stock Market:

The Taiwan Weighted Index closed down 0.05 percent at 18,218.28.

Japanese Stock Market:

The Nikkei 225 closed up 1.11 percent at 27,772.93.

European Stock Markets:

European stocks opened higher, with Germany's DAX up 0.1%, Britain's FTSE 100 up 0.3 percent and France's CAC40 up 0.2 percent.

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