From September 24th to September 30th, A-shares rose sharply for five consecutive trading days, and the Shanghai Composite Index rose by 21.37%. In the past five days, the net value of many star fund managers has even been higher than that of stock indexes.
According to the reporter's incomplete statistics, a number of star fund managers, including Liu Yanchun of Invesco Great Wall, Zhang Kun of E Fund, Hu Xinwei of China Universal Wealth, Zheng Weishan of Galaxy China, Ge Lan of CEIBS, Liu Huiying of Nuoan, Xiao Nan of E Fund, Wang Yuanchun of E Fund, etc., have surpassed the Shanghai Composite Index in their tens of billions of products.
According to the reporter's understanding, in the strong market, some of the leading stocks reappeared in the phenomenon of "grouping" buying by funds. So, which stocks are likely to be favored by institutions in the fourth quarter? Which listed companies have star fund managers who have outperformed the market paying attention to recently?
The layout of the fourth quarter of the institution research is busy
In September, institutions intensively investigated listed companies and laid out investment opportunities in the fourth quarter. Wind data shows that in September, the number of institutional surveys increased by 38% month-on-month, and the number of research companies increased by 30% month-on-month. From the perspective of industries, the industries with the highest number of institutional visits are: medical devices, electronic equipment manufacturing, computer software, semiconductors, special equipment, etc.
Among them, 15 companies, including United Imaging Medical, Luxshare Precision, and Desay SV, received more than 100 surveys from institutions in September, mainly in the fields of medical and health, electronic equipment, and semiconductors.
A list of companies with a large number of institutional surveys in September
Source: Wind
The research footprint of well-known fund managers is exposed
The reporter noticed that in the process of "bottoming" the index in the early stage, as the "outpost" of the layout of large funds, the research enthusiasm of major investment institutions is still high, and well-known fund managers Zhu Shaoxing, Xie Zhiyu, Fu Pengbo, Hu Xinwei, Liu Yuanhai, Lei Zhiyong, Zhao Yi, Wang Yuanchun, Wang Haifeng, Yang Zongchang, Liu Xu, etc. have gone to the front line for research.
Luxshare Precision, Desay SV, Lens Technology and other companies have recently received extensive attention from fund institutions, and many star fund managers have appeared in related company research. Among them, Luxshare Precision and Lens Technology are favored by institutions as leaders in consumer electronics segmentation; Desay SV in the intelligent driving sector welcomed a number of star fund managers such as Zhu Shaoxing of Wells Fargo Fund, Xie Zhiyu of Industrial Securities Global Fund, Liu Yuanhai of Soochow Fund, and Yang Zongchang of E Fund in September.
In terms of research density, Hu Xinwei can be called a "model worker", and the research company is not only involved in consumption, medical care, but also electronics, chemicals, machinery, electricity and other fields. Hu Xinwei's flagship product, China Universal Consumer Industry, has also ushered in a strong rebound in the past five trading days.
Many of the companies surveyed have performed well in the recent market rally. For example, ZWSOFT has rebounded 44% in the past five trading days, after Zhao Yi of Quanguo Fund appeared in the company's institutional research on September 4; In addition to ZWSOFT, Zhao Yi also recently investigated Tianci Materials and Lens Technology.
In addition, in the past five trading days, Weixing New Materials, Lens Technology, EZVIZ Network, Sanmei and other companies have risen by more than 30%; Desay SV, Daye Shares, Tianrongxin, Yuyue Medical and other companies have also risen by more than 25%.
According to the reporter's incomplete statistics, among the star fund managers with a management scale of more than 10 billion yuan, from September 24 to September 30, the unit net value of many products outperformed the Shanghai Composite Index.
Star funds rose in the range from September 24 to 30
Source: Wind