Big guy quilt cover!
According to the 2023 annual report released by Aerospace Hongtu a few days ago, Shanghai Chaos Investment (Group) Co., Ltd. (hereinafter referred to as "Chaos Investment Group"), a subsidiary of investment tycoon Ge Weidong, has appeared for the seventh largest circulating shareholder of Aerospace Hongtu, an A-share listed company, with a market value of more than 200 million yuan as of the end of 2023. As of the close of trading on April 12, the stock price has been nearly halved this year, and if Ge Weidong has not reduced his holdings this year, the phased loss has exceeded 100 million yuan.
Image credit: Straight Flush
Invested more than 200 million to buy
According to the 2023 annual report released by Aerospace Hongtu on the evening of April 11, among the top ten circulating shareholders, Chaos Investment Group, helmed by investment tycoon Ge Weidong, held 5.7702 million new shares in the fourth quarter of 2023, ranking seventh. According to the closing price of the last trading day in December 2023 (42.24 yuan per share), the market value of this part of the shares at that time was 244 million yuan. Even according to the lowest point of the stock price of Aerospace Hongtu in the fourth quarter of 2023 (39.60 yuan / share), the market value of this part of the shares is more than 200 million yuan.
Image source: Hong Kong and Macau Information
Judging from the stock price performance of Aerospace Hongtu since 2024, the stock plummeted 47.51% in January, rebounded 13.58% and 10.88% in February and March respectively, and since April (as of the close of April 12), the stock price has still fallen sharply by 20.49%, and the cumulative decline during the year has still reached 47.44%. Based on this calculation, if Ge Weidong did not reduce his holdings this year, his investment loss in the stock would exceed 100 million yuan in just over 3 months.
According to the 2023 annual report of Aerospace Hongtu, the company is a leading enterprise in domestic satellite operation and industry application, as well as a spatio-temporal data element collection service provider, and successfully launched the first satellite "Hongtu-1" of the "Nuwa Constellation" on March 30, 2023, marking that the company has officially become the "first share of remote sensing satellites" on the Science and Technology Innovation Board. The company actively makes use of the existing advantages in the spatial information application industry to create a business layout of "upstream independent data - midstream independent platform - downstream scale application". Relying on SAR real-time data sources and supported by the self-developed PIE-Engine remote sensing cloud service platform, the company has opened up the upstream and downstream industrial chains to form a commercial closed loop of remote sensing data production, processing and application.
The performance of its other private equity was lackluster
Tianyancha data shows that at present, Ge Weidong also has a 17-year-old private equity fund management institution - Shanghai Chaos Daoran Asset Management Co., Ltd. (hereinafter referred to as "Chaos Daoran"), and Ge Weidong holds 40.26% of the private equity holdings.
Image source: Tianyancha
According to the monitoring data of the third-party private placement network, Chaos Daoran's current asset management scale is 1 billion yuan to 2 billion yuan, and the core strategy is the stock investment strategy. From the perspective of performance, as of the beginning of April, more than 10 private equity products displayed by Chaos Daoran have been profitable and loss-related this year, but most of the profits or losses are within ±5%. Platform monitoring data shows that the company's yield loss in the past year is still close to 21%.
Judging from the investment situation of Ge Weidong and Chaos Investment Group in the A-share market in recent years, in the past few years, Ge Weidong has focused on buying and holding stocks including iFLYTEK, Yonyou Network, GigaDevice, Quectel Communications, Haiguang Information, etc., and many stocks have held shares for several years.
It is worth noting that among the above-mentioned stocks, Ge Weidong's investment in a single stock has exceeded 100 million yuan, and in a few cases, the market value of a single stock even exceeds 1 billion yuan.
Reviewer: Xu Jinzhong Editor: Jiao Yuanyuan
Proofreader: Ya Wenhui Producer: Zhang Nan Signed: Sun Hong