CFIC Introduction
Recently, there has been a significant increase in the activities of public and private equity institutions to investigate listed companies. Statistics show that the frequency of public and private equity surveys in April was as high as 25,000, an increase of 127% compared with March.
They are optimistic about these opportunities Recently, the activities of public and private equity institutions to investigate listed companies have increased significantly. Statistics show that the frequency of public and private equity surveys in April was as high as 25,000, an increase of 127% compared with March. Industry insiders believe that thanks to the recent market benefits, the market will continue to improve will be a high probability event. At present, the A-share market is in the bottom area, and it is optimistic about investment opportunities in artificial intelligence, home appliances, automobiles and other sectors. According to the data of Oriental Wealth Choice, in April, the frequency of public and private equity institutions increased significantly, with a total of about 25,000 surveys. Specifically, the number of surveys for public funds reached 17,046, and for private funds 8,145 surveys. From the perspective of research targets, more than 900 listed companies have received the attention of public and private placements. Among them, the more popular companies include Tianfu Communications, Montage Technology, Nine Company, Desay SV, Huaming Equipment, Zhongji Innolight, Aimeike, CTI, etc., which have been investigated by public funds more than 100 times. Private equity funds have shown strong interest in companies such as Proya, Transsion Holdings, Aimeike, Huaming Equipment, and Mindray Medical. It is worth noting that the frequency of public and private equity surveys in April has increased significantly compared with March. According to the same source data, the number of public and private placements in April increased by 127% from 11,000 in March, covering about 673 listed companies. Taking Tianfu Communications as an example, in the investor exchange activities held by the company on April 24, Tianhong Fund, E Fund Fund, Yinhua Fund, China Europe Fund, Xingshi Investment, Tongben Investment, Xuanyuan Investment, Silver Leaf Investment and other public and private equity companies actively appeared in the investigation.
Montage Technology is also favored by many public and private equity companies. Recently, Montage Technology has held a number of investor exchange activities, including ICBC Credit Suisse Fund, Harvest Fund, Industrial Securities Global Fund, Caitong Fund, Convergence Capital, Harmony Huiyi, Huihong Huisheng Investment, etc. "The recent market has shown a series of positive signals, indicating that it is a high probability event that the market will continue to strengthen in the future. Chen Shi, manager of Mingze Investment Fund, said that with the gradual release of performance risks, the positive inflow of foreign capital and the strong support of policies, the performance of the market outlook is worth looking forward to. In addition, the positive signals of foreign capital inflow and the continuous introduction and implementation of favorable policies have further confirmed the long-term growth potential of the market. Chen Shi further said that the current A-share market is at the bottom of the area, with the annual report of listed companies and the first quarter of the performance report in April intensive disclosure, performance risks have been fully released, the growth of some industries has been further verified, market sentiment is expected to gradually pick up. Hony Fund is cautiously optimistic about the market outlook. Specifically, in the technology sector, the AI industry is ushering in positive changes. Global Internet giants' investment intentions in the AI field continue to remain optimistic, driving the rebound of the AI sector in domestic and foreign markets. From the perspective of the manufacturing sector, thanks to the support of favorable policies such as equipment renewal and trade-in, the prosperity of related industries has improved. Some sub-industries such as white goods in the home appliance industry, commercial vehicles in the automotive industry, renewal and overseas in the machinery industry, and power grid-related equipment in the power equipment industry. Hony Yuan Fund believes that from the perspective of cyclical sectors, under the expectation of rising prices, some varieties in the non-ferrous metal sector, such as copper, gold, silver, tungsten, etc., show investment potential. As economic expectations continue to improve, the opportunity to reverse the dilemma in the industrial chain of black industries such as steel is worth looking forward to. In addition, under the measures of central enterprises to increase dividends and repurchases, some companies in central enterprises and state-owned enterprises have the attributes of attacking and retreating.
Source of this article: Shanghai Securities News
Author: Wei Yutian
WeChat editor: Liu Sile
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