On November 1, Capital State learned that according to the statistics of Tianxiang Investment, the new heavy stocks of public funds in the third quarter of 2021 were mainly concentrated in the investment products, raw materials and information technology industries. Through the changes in the heavy stocks of public funds, we can see their latest investment trends.
Specifically, by the end of the third quarter, among the top 50 new heavy stocks in the fund, as many as 17 belonged to the investment products industry, including Xinqianglian in the mechanical field, Concentrating Technology, Yellow River Whirlwind, Shaanxi Drum Power, Construction Machinery, etc., and Hewang Electric, Tianzheng Electric, Jiangte Motor in the field of electrical equipment; There are 11 companies in the raw material industry, including Daqo Energy, Huafeng Aluminum, Xinjiang Zhonghe in the field of nonferrous metals, Lianchuang Shares, Sichuan Meifeng, Lutianhua, Fangda Carbon, etc. in the chemical field; There are 14 companies in the information technology industry, including Aiwei Electronics, Oulutong, Keli Sensing, etc. in the field of components, Hengtong Optoelectronics, Xingwang Ruijie, State Grid Information and Communications in the communication sector.
Among them, among the top 50 new heavy stocks, China Power Construction, a leading company in the traditional construction industry, is heavily held by 48 funds, with a market value of more than 2 billion yuan; Jiangte Motor is held by 21 funds, with a market value of 1.89 billion yuan; Xinqianglian is heavily held by 51 funds, with a market value of 1.75 billion yuan. In addition, from the perspective of the proportion of fund holdings to outstanding shares, among the 50 newly entered heavy stocks, there are 15 companies in which the proportion of fund shares accounts for more than 5% of the outstanding shares, of which 4 are fund holdings that account for more than 10% of the outstanding shares.
In the view of industry insiders, the research strength of public funds is relatively strong, and the stocks that are held by multiple funds and hold a high proportion of shares in circulation, have not risen much in the third quarter, and have not performed well since October, and the probability of outperforming the market will be greater.
This article originated from Capital State
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