Head private placement exposure! The mysterious private placement continued to increase the position of Maotai, Feng Liu and Yang Dong exchanged positions, and Xuanyuan, Yingshui, Abama and other institutions also announced (with list)

Dot blue letter attention, do not get lost~

The semi-annual reports of listed companies have successively disclosed that the channel of position adjustment of tens of billions of private placements has gradually surfaced.

In the second quarter of this year, after the A-share market touched the low point of the year, it gradually rebounded from the shock, and the market sentiment was constantly repaired. In this context, it is worth paying attention to whether the head private placement makes position changes according to changes in the situation.

The reporter combed the position of private equity funds that currently appear in the semi-annual reports of listed companies, and from the perspective of private equity institutions, private equity institutions not only did not reduce their holdings in large fluctuations, but also increased their positions in many stocks or tapped new investment opportunities.

The mysterious private placement continues to increase the position of Moutai

At present, 144 listed companies in the two cities have disclosed semi-annual reports, and many of the fund products of tens of billions of private equity funds have appeared in the list of the company's top ten shareholders, of which the two mysterious private equity positions holding Guizhou Moutai have the largest market value.

On the evening of August 2, Guizhou Moutai disclosed its semi-annual report, and as of the end of the reporting period, the total number of shareholders in Guizhou Moutai was 146,000, down 11.57% from 165,100 at the end of the first quarter.

It is worth noting that in the list of the top ten shareholders of Guizhou Moutai, Ruifeng Huibang and Jinhui Rongsheng two mysterious private placements appeared again, as of the end of the second quarter, Jinhui Rongsheng No. 3 Private Securities Investment Fund and Ruifeng Huibang No. 3 Private Securities Investment Fund held 6.4013 million shares and 6.2967 million shares of Guizhou Moutai respectively, and increased their holdings of 471,900 shares and 619,300 shares respectively in the second quarter, ranking seventh and eighth among the top ten shareholders of Guizhou Moutai respectively.

Ruifeng Huibang and Jinhui Rongsheng have held Guizhou Moutai for many years, and in the fourth quarter of 2018, Ruifeng Huibang's funds appeared in the list of the top ten shareholders of Guizhou Moutai, while Jinhui Rongsheng's fund products appeared for the first time in the second quarter of 2019. After the new list of the top ten shareholders of Guizhou Moutai, the two fund products continued to increase their positions, and Ruifeng Huibang increased its holdings by 310,700 shares in the first quarter of this year.

In recent years, with the rise of The stock price of Moutai in Guizhou and the continuous increase in positions, both private equity institutions have been promoted to tens of billions of private equity institutions. In addition to Jinhui Rongsheng's long-term holding of Guizhou Moutai, it also entered the list of the top ten circulating shareholders of Ganfeng Lithium in the fourth quarter of last year, while Ruifeng Huibang's position has not changed since it entered the list of the top ten circulating shareholders of China Shenhua in the third quarter of 2020.

What is the origin of such a "mysterious" private placement that can buy Moutai in Guizhou? According to the information released by the Asset Management Association of China, Zhang Ling, chairman of Jinhui Rongsheng, served as the head of fund sales at United Securities from May 2000 to September 2005. From September 2005 to April 2015, he worked at Southern Fund, where he served as channel director and was responsible for corporate planning development and business research; Since July 2015, he has served as the legal representative, chairman and general manager of Jinhui Rongsheng.

The actual controller of Ruifeng Huibang is Li Wenjun, and the legal representative is Wang Haojia. According to the information released by the Asset Management Association of China, Wang Haojia has worked in Peking University Founder, Dongguan Securities and other enterprises, from September 2019 to March 2020, as the fund manager of Ruifeng HSBC, from March 2020 to August 2020 as the head of compliance risk control of Ruifeng HSBC, and in August 2020, he was promoted to the legal representative and executive director of Ruifeng HSBC.

Yang Dong excavates new investment targets

Because of the risk of repeatedly prompting risks at the high point of the bull market, Yang Dong was once praised as the "conscience of the industry". In 2007, after the A-share broke through the high of 6,000 points, he persuaded the holders to redeem it by way of an open letter; When the Shanghai Composite Index reached a high point in 2015, he once again expressed concern about the market.

Recently, Yuanli shares disclosed the list of the top ten shareholders as of the end of the second quarter, and Ningquan Assets initiated by the well-known private equity tycoon Yang Dong appeared in it.

On the evening of August 3, Yuanli disclosed the semi-annual report performance, and the company achieved a total operating income of 991 million yuan in the first half of 2022, an increase of 36.6% year-on-year; Achieved a net profit attributable to the mother of 113 million yuan, an increase of 73.5% year-on-year.

Ningquan Zhiyuan No. 58 Private Equity Securities Investment Fund, a private equity fund product of Ningquan Asset Management, has become one of the top ten circulating shareholders of the company, holding 2.5609 million shares at the end of the period, with a stock market value of 39.4884 million yuan, ranking the largest circulating shareholder.

At the end of the first quarter of this year, Ningquan Zhiyuan No. 58 Private Equity Investment Fund held shares such as Sino-Singapore Group, Huaneng Hydropower, Aojiahua, China Mobile, etc., of which China Mobile was a newly opened stock. Ningquan Zhiyuan No. 55 Private Securities Investment Fund and Ningquan Zhiyuan No. 8 Private Securities Investment Fund mainly hold Jianbang Technology.

Yuanli Co., Ltd. is mainly engaged in the research and development, production, sales and environmental engineering business of activated carbon, silica and sodium silicate. The company is the leader in the domestic wood activated carbon industry, with a domestic market share of more than 30% and a global market share of more than 15%.

In September 2021, the company completed the transfer of 100% equity of ternary circulation, the business scope is to add silica gel and clean energy on the basis of activated carbon and sodium silicate, through the circulation and comprehensive utilization of materials and thermal energy, the bamboo industry, carbon industry, silicon industry and clean energy industry are effectively connected, open up the two major cycles, build a forest products chemical cycle industrial park, and effectively reduce the comprehensive management costs and production costs. Essence Securities believes that the ternary cycle has survived the loss of the initial production of the silicone production line, and has begun to achieve profitability in 2021, and it is expected that 2022 will bring more profit increments.

Feng Liu reduced his position to allow for the new day

On the evening of July 24, industrial Internet company Rong Zhi rixin released its 2022 semi-annual report, with an operating income of 209 million yuan in the first half of the year, an increase of 46.18% year-on-year; The net profit attributable to the owners of the parent company was 33.1536 million yuan, an increase of 84.33% year-on-year.

In the first half of this year, Rong Zhi Rixin's performance was good, but it was reduced by Feng Liu. As of the end of the second quarter, The Gaoyi Linshan No. 1 Yuanwang No. 1 Private Equity Fund managed by Feng Liu held 377,100 shares of Rongzhi Rixin, a significant reduction of 1.4729 million shares from 1.85 million shares at the end of the first quarter.

Technology and medicine are Feng Liu heavy warehouse holding targets, at the end of the first quarter of this year, Gao Yi Linshan No. 1 Yuanwang No. 1 private equity fund holding targets are mainly Hikvision, Sany Heavy Industry, Unigroup Guowei, Tongrentang, Hengli Hydraulics, China Resources Sanjiu, Yifeng Pharmacy, Renfu Pharmaceutical, Dashanlin and so on.

It is worth mentioning that in terms of pharmaceutical stock holdings, Feng Liu recently made a large move, spending nearly 2 billion yuan, and participated in fosun pharma's fixed increase.

On July 26, Fosun Pharma disclosed the results of the private placement, the final issue price was 42.00 yuan per share, the actual number of shares issued in this offering was 107 million shares, and the total amount of funds raised was 4.484 billion yuan.

Gao Yi Linshan No. 1 Yuanwang Fund, with Feng Liu as the fund manager, eventually received 47.619 million shares, with an allocation amount of nearly 2 billion yuan, becoming the institution with the largest number of allocations and the largest amount of allocations in Fosun Pharma's fixed increase. After the completion of this fixed increase, Gao Yi Asset Management has also become the third largest circulating shareholder of Fosun Pharma.

These tens of billions of private placements were exposed

The every move of the head private placement has attracted much market attention, and the position adjustment trend of the tens of billions of private placements is also the focus of market attention.

With the disclosure of the semi-annual report, Xuanyuan Investment, Yingshui Investment, Abama Assets, Yinye Investment, Chengrui Investment and other tens of billions of private equity positions have been exposed.

Xuanyuan Investment's Xuanyuan Kexin No. 39 Private Securities Investment Fund appeared in the list of the top ten shareholders of Tongda Venture at the end of the second quarter, and during the second quarter, Xuanyuan Investment reduced its holdings in Tongda Venture by 877,200 shares, and its position at the end of the period fell to 1.7961 million shares.

Since Xuanyuan Investment entered the top ten shareholders of Tongda Venture in the third quarter of 2020, its position has not changed, but since the fourth quarter of 2021, Xuanyuan Investment has continuously reduced its holdings, reducing its holdings by 1 million shares in the fourth quarter of last year, 1 million shares in the first quarter of this year, and reducing its holdings again in the second quarter.

Yingshui Jintai No. 6 Private Securities Investment Fund, a subsidiary of Yingshui Investment, became one of the top ten circulating shareholders of Sujiaoke in the first quarter of this year, holding 8.482 million shares, and in the second quarter of this year, Yingshui Jintai No. 6 Private Securities Investment Fund held the position of Sujiaoke unchanged.

Yinye Tapping Jade No. 10 Private Equity Investment Fund under Yinye Investment holds 11.9452 million shares of Kangyuan Pharmaceutical, and its position remains unchanged.

Abama Assets appears in the number of private equity products of the top ten shareholders of listed companies, and there are currently Abama Yuanxiang Dividend No. 11 Private Securities Investment Fund, Abama Yuanxiang Dividend No. 12 Private Securities Investment Fund, Abama Yuanxiang Dividend No. 69 Private Securities Investment Fund, Abama Yuanxiang Dividend No. 70 Private Securities Investment Fund and other products appear.

Among them, abama Yuanxiang Dividend No. 12 Private Equity Investment Fund newly entered the top ten circulating shareholders of Tianyu shares in the second quarter of this year, and held 2.08 million shares at the end of the second quarter. Abama Yuanxiang Dividend No. 11 Private Equity Investment Fund held the position of Tianyu shares unchanged, holding 3.733 million shares at the end of the period.

Abama Yuanxiang Dividend No. 69 Private Securities Investment Fund and Abama Yuanxiang Dividend No. 70 Private Securities Investment Fund held the position of Super League Holdings unchanged, with 31.75 million shares and 31.52 million shares at the end of the period, respectively.

Chengrui Investment holds 8.4 million shares of Shannon Xinchuang, and the position remains unchanged; Kuan Investment Property holds 2.7513 million shares of Xinjie Electric, and the position has not changed.

In addition, CITIC Capital's four private equity products showed that the top ten circulating shareholders of Liande shares in the second quarter of this year did not change much.

Editor: Ye Shujun

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