With the disclosure of the third quarterly report of listed companies, the latest position trends of a number of star fund managers have surfaced.
According to the latest three quarterly reports released on the evening of October 25, Zhu Shaoxing added Wanrun shares and "new" Zheng Coal Machine; Li Xiaoxing "new" Jingrui Electric Materials, Cai Songsong reduced his holdings in a large way; Qiu Dongrong increased his holdings in Jiansheng Group, "new" Orchid Kechuang, Yiqiu Resources, Chunzhong Technology, etc.; Zhou Yingbo increased his holdings in China Baoan, holding a market value of nearly 2 billion; Glene increased his position by 250 billion yuan to "Eye Mao" Aier Ophthalmology, holding a market value of 5.8 billion yuan; Gui kai and Jiao Wei "New" No. 9 Company, Liu Gesong held a market value of more than 1.5 billion Lu Bin added warehouse in the new Secike, Yahua Group and so on.
Zhu Shaoxing added warehouse Wanrun shares, "new" Zheng coal machine
As of the third quarterly report, the Fortune Tianhui Select Growth Hybrid (LOF) managed by star fund manager Zhu Shaoxing "added" 9.3849 million shares, holding 22.6006 million shares, holding a market value of about 426 million yuan, ranking the sixth largest circulating shareholder. In addition, the products of the Social Security Fund and the China Europe Fund are also newly held, ranking the 4th and 10th largest circulating shareholders respectively.
As a leading domestic LCD material company, Wanrun shares in the third quarter report shows that in the first three quarters of 2021, the company achieved operating income of 3.225 billion yuan, an increase of 65.41% year-on-year; net profit attributable to shareholders of listed companies was 493 million yuan, an increase of 41.34% year-on-year.
As of the third quarterly report, The Wells Fargo Tianhui Select Growth Hybrid (LOF) managed by Zhu Shaoxing also "newly entered" 26.0939 million shares of Zheng Coal Machinery, holding a market value of about 301 million yuan, ranking the 6th largest circulating shareholder.
As a leader in the coal machinery industry, Zheng Coal Machinery's third quarterly report shows that the operating income in the first three quarters was 21.976 billion yuan, an increase of 14.17% year-on-year; the net profit was 1.577 billion yuan, an increase of 30.01% year-on-year. Net profit in the third quarter was 375 million yuan, an increase of 381.18% year-on-year.
Li Xiaoxing "new" Jingrui Electric Materials, Cai Songsong large-scale reduction
As of the third quarterly report, Yinhua Xinxiang, managed by Li Xiaoxing, held 3.5031 million shares of Jingrui Electric Materials during the one-year holding period, with a market value of about 140 million, ranking the 9th largest circulating shareholder. The Sino Analytica Growth Hybrid managed by Cai Songsong reduced its holdings by 12.2839 million shares, and currently holds 4.6963 million shares, holding a market value of about 188 million, ranking the fifth largest circulating shareholder.
As a leader in the photoresist industry, Jingrui Electric Materials 2021 third quarter report shows that the company's main revenue in the first three quarters was 1.309 billion yuan, up 83.31% year-on-year; net profit attributable to the mother was 165 million yuan, up 167.8% year-on-year; deducted non-net profit of 94.219 million yuan, up 206.33% year-on-year;
Since the beginning of this year, the cumulative increase in the stock price of Jingrui Electric Materials has reached 106.94%
Qiu Dongrong vigorously added CanglanHua Science and Technology Innovation and Jiansheng Group
"New" Yiqiu Resources, Tricolor Technology, etc
As of the third quarterly report, The Zhonggeng Value Pilot Hybrid and the Zhonggeng Value Flexible Allocation Hybrid managed by Yau Dongrong have "increased their holdings" in Jiansheng Group to varying degrees, holding 11.9997 million shares and 7.7258 million shares respectively, ranking the 5th and 7th largest circulating shareholders respectively, with a total market value of nearly 200 million yuan.
As a leader in the hosiery industry, Jiansheng Group announced that the operating income in the first three quarters was 1.521 billion yuan, an increase of 32.22% year-on-year; the net profit was 181 million yuan, an increase of 210.67% year-on-year.
As of the third quarterly report, Qiu Dongrong's three products "Xinjin" held Orchid Science and Technology, and his other product, Zhonggeng Small Cap, was significantly increased by 37.1242 million shares. Qiu Dongrong's four funds hold a total market value of about 1.393 billion yuan in Orchid Kechuang, covering the 2nd-5th largest circulating shareholder.
As a leader in anthracite coal, Orchid Kechuang disclosed that the third quarter report showed that the company achieved revenue of 3.548 billion yuan in the third quarter, an increase of 93.31% year-on-year; net profit of 712 million yuan, an increase of 623.74% year-on-year.
In addition, as of the third quarterly report, the "new" Zhonggeng small-cap value stock managed by Yau Dongrong held 11.6547 million shares of Yiqiu Resources, ranking the 8th largest circulating shareholder.
Yiqiu Resources is committed to the production and sales of high-quality, environmentally friendly aluminum alloy ingots, Yiqiu Resources disclosed three quarterly reports, the company achieved a total operating income of 6 billion yuan in the first three quarters of 2021, an increase of 48.4%; achieved a net profit attributable to the mother of 650 million, an increase of 138.1%; since this year, the cumulative increase in the stock price of Yiqiu Resources has exceeded 80%.
The fund also "new" holds 3.4413 million shares of Trishone Technology, with a market value of about 60 million, ranking the 7th largest circulating shareholder.
Zhou Yingbo increased his holdings in China Baoan, holding a market value of nearly 2 billion
As of the third quarterly report, CEIBS Pioneer, managed by Zhou Yingbo, increased its holdings in China Baoan by 386,200 shares, holding 63.6819 million shares, ranking the fifth largest circulating shareholder. The other two funds managed by him held 20.0193 million shares and 18.1836 million shares respectively, ranking the 7th and 8th largest circulating shareholders. Overall, Zhou Yingbo holds a market value of about 1.953 billion yuan in China Baoan.
As the leader of the (new energy) anode, China Baoan's third quarter report shows that the company achieved revenue of 12.167 billion yuan in the first three quarters, an increase of 75.37% year-on-year; net profit attributable to the mother was 893 million yuan, an increase of 71.13% year-on-year;
Since the beginning of this year, china Baoan's stock price has risen by as much as 160%.
Gülen vigorously increased the warehouse by 250 billion "eye mao" Aier ophthalmology
The holding market value reached 5.8 billion yuan
As of the third quarterly report, Gülen managed the Ceibal Medical Health Hybrid 35.5765 million shares of Aier Ophthalmology, holding 109 million shares, holding a market value of about 5.830 billion yuan, accounting for 2.45% of the total share capital, jumping from the 6th in the previous period to the 4th largest circulating shareholder.
Hillhouse, on the other hand, reduced its holdings by at least 60.584 million shares and exited the top ten circulating shareholders.
As a 250 billion "eye mao", Aier Ophthalmology disclosed the third quarter report, in the first three quarters of this year, the company achieved operating income of 11.596 billion yuan, an increase of 35.38% year-on-year; net profit of 2.003 billion yuan, an increase of 29.59%;
Since last year's stock price rose by nearly 150%, Aier Ophthalmology's stock price has fallen by nearly 18% this year.
Lu Bin added zhongxin SECCO and Yahua Group
The holding market value exceeds 1.3 billion yuan
As of the third quarterly report, Lu Bin managed HSBC Jinxin Dynamic Strategy Hybrid Plus 237,700 shares, holding a market value of about 92 million yuan, ranking the 10th largest circulating shareholder, while another product under its management, HSBC Jinxin Low Carbon Pioneer, still held 3.3309 million shares, ranking the fourth largest circulating shareholder.
As a leader in network visualization, Zhongxin SECco released the third quarter report of 2021, achieving operating income of 177 million yuan, down 37.84% year-on-year; net profit loss attributable to the mother of 25.36 million yuan; non-net profit loss of 26.4436 million yuan;
As of the third quarterly report, the HSBC Jinxin Dynamic Strategy Mix managed by Lu Bin also "newly entered" the holding of 8.5887 million shares of Yahua Group, while the other two products under its management were the same as the previous period, and there was no change in shareholding. Lu Bin's three products ranked among the 3rd, 9th and 10th largest circulating shareholders respectively, with a total market value of about 1.339 billion yuan.
As a lithium smelting leader, Yahua Group's third quarter report shows that the company's operating income in the first three quarters was 3.446 billion yuan, an increase of 55.74% year-on-year. The net profit attributable to the shareholders of the listed company was 632 million yuan, an increase of 226.06% year-on-year.
Since the beginning of this year, the stock price of Yahua Group has risen by more than 53%.
Gui kai and Jiao Wei "new" No. 9 company
Liu Gesong significantly reduced his holdings
As of the third quarterly report, Harvest Emerging Industries Stocks, Harvest Core Growth Mix and Harvest Vision Selection Two-Year Holding Period Mix managed by Gui Kai held 1.4375 million shares, 1.206 million shares and 1.057 million shares of No. 9 Company respectively, ranking among the 5th, 9th and 10th largest circulating shareholders. Jiao Wei managed the Yinhua Fuyu theme hybrid "new entry" of 1.7691 million shares, ranking the sixth largest circulating shareholder.
The GF Technology Pioneer Hybrid, managed by Liu Gesong, reduced its holdings by 3.2455 million shares, and still held 1.9144 million shares, from the largest circulating shareholder in the previous period (holding a market value of about 4.392 billion yuan) to the third largest circulating shareholder (holding a market value of about 1.549 billion yuan).
The main business of No. 9 Company is intelligent short-distance transportation and intelligent service robots. According to the third quarterly report of No. 9 Company, the net profit in the first three quarters was 388 million yuan, an increase of 356.77% year-on-year. Net profit in the third quarter was 134 million yuan, down 20.65% year-on-year.
Since last year's stock price has risen by more than 160%, since the beginning of this year, the stock price of No. 9 Company has fallen by nearly 20%.
This article originated from China Fund News