The "super bull scatter" Ge Weidong "withheld" at the bottom of the market, while Zhao Jianping and Zhong Baoshen increased their positions against the trend

Editorial Department of this journal | Wang fei

On Valentine's Day, Hong Kong stocks ushered in their debut after the Spring Festival, with a brilliant performance, and the rare "three consecutive yangs" attracted widespread attention. In this regard, many industry insiders have expected that A-shares will start steadily!

In fact, this is also in line with the expectations of many well-known investors, such as from the perspective of their position adjustment route before the Spring Festival, most of them chose to stick to their positions or increase their positions against the trend.

Hong Kong stocks soared in the first week

Dan Bin: It is estimated that A-shares are also off to a "good start" on Monday

On February 14, the Hong Kong stock market opened, and on February 16, the first week of trading came to an end. On the whole, the performance of the Hong Kong stock market is remarkable, recording gains for three consecutive trading days, with a cumulative increase of 3.77%. In this regard, some industry insiders said, "It's boiling! It's skyrocketing for a long time, that's the taste of a bull market!"

There is a view that this is likely to be transmitted to A-shares, which will make A-shares stage a "good start" market. For example, Dan Bin, chairman of Oriental Harbor, pointed out, "Hong Kong stocks have risen sharply, and it is estimated that A-shares are also off to a good start on Monday!"

This is "slightly the same" as many financial Vs. For example, a financial big V said on February 15, "At present, the external trend is good, Hong Kong stocks are 2 consecutive yang, no surprise, Monday A shares will also usher in a good start to the Year of the Dragon." ”

Yang Delong, managing director and chief economist of Qianhai Open Source Fund, also has a similar view, pointing out that the main reason for the opening of the Year of the Dragon (Hong Kong stocks) is that it has been driven by many favorable policies, and the A-share market has risen for four consecutive days before the holiday, which has led to the recovery of sentiment in the entire market.

"In the Year of the Dragon, with the expected increase in economic recovery and the increase in policies to stabilize economic growth, A-shares and Hong Kong stocks are expected to start a structural bull market, and the market's money-making effect is also expected to be much better than that of the Year of the Rabbit. Investors are advised to remain confident and patient, as the high-quality leading stocks that have been wrongly killed will usher in an opportunity for valuation repair. Investors are also expected to pull back a game in the Year of the Dragon and make a beautiful comeback. Yang Delong said.

Ge Weidong made a rare appearance

"Group" position exposure!

"A-shares are expected to start a structural bull market" has also been recognized by a number of well-known investors, the latest position data shows that before the Spring Festival, it is mainly to stick to the position or increase the position against the trend, such as the "super bull scatter" Ge Weidong (not excluding the same name, the same below) is in the camp of sticking to the position.

According to the announcement of the listed company, Quectel recently disclosed the list of the top ten shareholders of outstanding shares as of February 1. Compared with the end of the third quarter of 2023, Ge Weidong only slightly reduced his holdings of 5,200 shares of the company, and the shareholding change ratio is almost negligible, ranking the seventh largest shareholder of the company's outstanding shares (see Figure 1).

Quectel is mainly engaged in wireless communication modules, and the latest annual performance forecast for 2023 shows that the company has achieved profitability, but it has declined year-on-year. This is relatively consistent with Ge Weidong's investment philosophy and investment fields. For example, Ge Weidong's Chaos Investment has said that growth is the eternal theme, and at the same time focuses on TMT, advanced manufacturing, medicine, emerging consumption and other industries.

In addition, the latest position data shows that Ge Weidong also appeared in the list of the top ten shareholders of five technology growth stocks: GigaDevice, iFLYTEK, Sugon, Qianxin and beiteri.

It is worth mentioning that while Ge Weidong continued to stick to Quectel Communications, Ge Guilian, who has a certain relationship with him, also appeared on the list of Quectel's top ten outstanding shareholders and ranked the fifth largest shareholder of Quectel in the company. According to Wind, Ge Guilian is currently one of the shareholders of Chaos Investment, holding 0.27% of the shares.

In fact, "grouping" heavy positions is also a major feature of Ge Weidong and related investors' positions. For example, on December 6, 2023, Ge Weidong and Ge Guilian and Ge Guilan, who have a certain relationship with him, will jointly appear on the list of the top ten shareholders of Kesugon, and most of them stick to their positions or increase their positions against the trend, among which Ge Guilian has become the ninth largest shareholder of the company with a new attitude. In this regard, we have published an article "Under 3000 Points, "Super Bull Scatter" Ge Weidong Buys One After Another! Involving These Two Targets!" for follow-up reporting.

Zhong Baoshen bucked the trend and increased his position

Zhao Jianping synchronous "follow-up"

There is also a similar operation with Ge Weidong, as well as Zhong Baoshen, "the first person to raise cards on the Beijing Stock Exchange". The list of the top 10 outstanding shareholders of Diou Home Furnishing as of February 6 shows that compared with the end of the third quarter of 2023, Zhong Baoshen will continue to hold the same shareholding in the company (see Figure 2).

The long-term persistence is the characteristic of Zhong Baoshen's position. If reviewed, Zhong Baoshen appeared in the list of the top ten shareholders of Diou Home Furnishing in the third quarter of 2021, and after continuous increase in holdings from the fourth quarter of 2021 to the second quarter of 2022, Zhong Baoshen has maintained his position in the company unchanged to this day.

In addition, the latest position data shows that Zhong Baoshen also appeared in the list of the top ten shareholders of outstanding shares of four companies: LONGi Green Energy, Bluesail Medical, Yuhetian and Audiowell. Among them, Zhong Baoshen's new entry into the heavy warehouse of Bluesail Medical and Yuhetian are in the 2021 annual report and the first quarter report of 2022, respectively.

However, while sticking to Diou Home, Zhong Baoshen also has a contrarian position operation. According to public information, Zhong Baoshen is also the chairman of the photovoltaic leader LONGi Green Energy, and on January 29, Zhong Baoshen announced that he would increase his holdings of LONGi Green Energy, and on January 30, he increased his holdings of 300,000 shares of the company, with an increase of 6.141 million yuan. In this regard, we have published an article ""I want to buy" and "I have already bought" This "super bull" has made a big profit of nearly 40% last time" for follow-up reporting.

"Super Bull San" Zhao Jianping's operation strategy is similar to Zhong Baoshen, and he is also a representative of long-term perseverance.

As shown in the announcement of the listed company, the list of the top ten shareholders of Ruide Intelligent as of January 22 shows that Zhao Jianping appears in it, and there is no change in shareholding compared with the end of the third quarter of 2023. And Zhao Jianping's first appearance in a heavy position was in the 2022 interim report. In this regard, we have published an article entitled ""A-share bulls return quickly!" Feng Liu appeared again to increase his position, and "Super Bull Scatter" Zhao Jianping is still holding on" for follow-up reporting.

However, Zhao Jianping has also increased his position against the trend recently, and the company that has increased his position is still Ruide Intelligence. According to the list of the top ten shareholders of outstanding shares as of February 7, Zhao Jianping reappeared in it, and the number of shares held increased by 100,000 shares (see Figure 3).

(The individual stocks mentioned in the article are for example analysis only, and do not make trading recommendations.) ）