China Fund News reporter Cao Wenjing
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 24, Feng Mingyuan's "new" ceramic film leader Jiuwu Hi-Tech, sugar industry leader Nanning Sugar, large aluminum profile manufacturer Haomei New Material; Lu Bin's "new" military leader Zhongtian Rocket; Xie Zhiyu's large-scale "plus warehouse" snack leader Liangpin Shop, equity private equity giant Hillhouse but sold heavily; in addition, Glenga Warehouse CRO leader Tigermed and so on.
Feng Mingyuan "new" ceramic membrane faucet, sugar industry faucet, large aluminum profile manufacturer
On the evening of the 24th, Kugo Hi-Tech disclosed three quarterly reports. As of the third quarterly report, star fund manager Feng Mingyuan managed the Cinda Ao Silver Ingenious Zhenxuan for two years "New" held 2.0974 million shares of Jiuwu Hi-Tech, holding a market value of about 82 million yuan, accounting for 1.89% of the total share capital, ranking the third largest circulating shareholder. The other two products of Cinda Australia Bank Fund ranked as the 9th and 10th largest circulating shareholders.
As a ceramic membrane leader, Jiuwu Hi-Tech's third quarterly report shows that the company's main revenue is 326 million yuan, up 11.43% year-on-year; the net profit attributable to the mother is 20.4586 million yuan, down 37.98% year-on-year;
Since the beginning of this year, the cumulative increase in the stock price of Jiuwu Hi-Tech has reached 112.40%.
In addition, the third quarterly report of Nanning Sugar Disclosed on the evening of the 24th showed that as of the third quarterly report, the new energy industry of Cinda Australia Bank managed by Feng Mingyuan held 2.5567 million shares of Nanning Sugar, with a market value of about 28 million yuan.
As a leader in the sugar industry, nanning sugar industry three quarterly reports show that the company's main revenue of 2.409 billion yuan, down 25.92% year-on-year; net profit attributable to the mother of 10.2017 million yuan, down 75.47% year-on-year; deduction of non-net profit - 122.3696 million yuan, down 1952.91%;
Since the beginning of this year, the stock price of Nanning Sugar Industry has increased by nearly 50%.
In addition, the third quarterly report of Haomei New Material disclosed on the evening of the 24th showed that Feng Mingyuan managed the Cinda Australian Bank New Energy Industry and the Cinda Australian Bank Leading Wisdom Selection "New Entry" held 3.8606 million shares and 1.5828 million shares of Haomei New Material, ranking among the 4th and 8th largest circulating shareholders.
Haomei New Material is a large-scale domestic aluminum profile manufacturer integrating professional research and development, manufacturing and sales. Haomei New Materials 2021 third quarter report shows that the company's main revenue of 4.025 billion yuan, up 71.29% year-on-year; net profit attributable to the mother of 104 million yuan, up 69.71% year-on-year; deduct non-net profit of 94.9492 million yuan, up 107.27% year-on-year;
Since the beginning of this year, the stock price of Haomei New Material has risen by 30%.
Lu Bin "new" military industry leader
On the evening of the 24th, Zhongtian Rocket disclosed three quarterly reports. As of the third quarterly report, HSBC Jinxin Dynamic Strategy and HSBC Jinxin Intelligent Manufacturing Pioneer managed by Lu Bin held 1.7524 million shares and 909,300 shares of Zhongtian Rocket respectively, ranking the second and fourth largest circulating shareholders respectively, with a total market value of about 146 million yuan.
As a military leader, Zhongtian Rocket's third quarterly report shows that the company's main revenue is 716 million yuan, up 31.18% year-on-year; the net profit attributable to the mother is 120 million yuan, up 64.02% year-on-year; the deduction of non-net profit is 106 million yuan, up 49.27% year-on-year;
Xie Zhiyu made a big move to "add warehouse" snack faucets
Hillhouse significantly reduced its holdings
Since July 15 last year, the share price of nut leading good shops has fallen by 51.83%. As the stock price fell and fell, Hillhouse continued to sell away, and some top fund managers began to take advantage of the layout. Following Dong Chengfei's large-scale increase in the second quarter, Xie Zhiyu also increased his position by nearly 4 million shares in the third quarter.
On October 24, Liangpin Shop disclosed its third quarterly report, and as of the third quarterly report, the number of shares held by Xingquan Herun, managed by Xie Zhiyu, increased from 770,000 shares at the end of the second quarter to 4.663 million shares. In the third quarter, Xingquan Trend Investment, which was still managed by Dong Chengfei, also slightly increased its position by 555,900 shares, and is currently managed by Xie Zhiyu and three others. It is worth noting that in the second quarter of this year, the fund has made a large-scale bottom-up shop and become its top ten circulating shareholders. In addition, Hillhouse Tianda Equity Investment Management Center (Limited Partnership) reduced its position by 3.0869 million shares; Ningbo Hillhouse Zhiyuan Investment Partnership (Limited Partnership) reduced its position by 1.7086 million shares; and the foreign giant Norges Central Bank has withdrawn from the top ten circulating shareholders of The Good Product Shop.
As a snack leader, the third quarterly report disclosed that the first three quarters of the shop achieved revenue of 6.569 billion yuan, an increase of 18.78% year-on-year; achieved a net profit of 315 million yuan, an increase of 19.57% year-on-year.
Since the beginning of this year, the stock price of Good Shop has fallen by 33%.
Glenga Warehouse CRO faucet
In addition, as of the third quarterly report, Gülen managed CEIBS Medical Health "added 13.6942 million shares" to Tigermed, with a change rate of 85.15%, ranking the fourth largest circulating shareholder; Hillhouse and Central Huijin withdrew from the list of the top ten circulating shareholders, and at the end of the second quarter, Hillhouse's shareholding was 7.5 million shares. Hong Kong Securities Clearing Company Limited (Lu Stock Connect) reduced its holdings, holding 94.1084 million shares, accounting for 13.71%, ranking the first largest circulating shareholder.
As a domestic clinical CRO leader, Tigermed's third quarter report shows that during the reporting period, the company achieved operating income of 1.339 billion yuan, an increase of 57.77% year-on-year; achieved a net profit of 526 million yuan, an increase of 64.80% year-on-year. In the first three quarters, the company achieved revenue of 3.395 billion yuan, an increase of 47.58% year-on-year; achieved a net profit of 1.781 billion yuan, an increase of 35.13% year-on-year.
For the whole of last year, tigermed's stock price increased by as much as 156.77%.
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