In the first half of the year, no one cared, but later rose 7 times in 4 months, the big bull stock Lianchuang shares, and in the third quarter, a number of institutional investors poured in. Among them, funds managed by HSBC Jinxin Fund Lu Bin and Shanghai Investment Morgan Fund Du Meng both bought more than 20 million shares in the third quarter.
Since the third quarter, a total of 89 individual stocks have doubled their gains, and the fund managed by The Southern Fund Shibo has repositioned 4 times the big bull stock Dajin Heavy Industry; the Bank of Communications Schroder Fund Wang Chong, Penghua Fund Liang Hao has doubled the big bull stock Hengshuai shares. In the three quarterly reports of Hubei Yihua, Qingshuiyuan and Guangyu Development, which are twice as large bull stocks, there are also qushi assets, Khiva assets and funds managed by Cao Mingchang, a Central European fund.
6 funds poured into 7 times large bull stocks
Wind data shows that since July 1, Lianchuang shares have risen by 703.74%, and this year has risen by more than 800%.
Among the top ten outstanding shareholders of this big bull stock in the third quarter report, 6 funds appeared. The two funds managed by Lu Bin of HSBC Jinxin Fund, HSBC Jinxin Low Carbon Pioneer Equity Fund and HSBC Jinxin Dynamic Strategy Hybrid Fund, are the third and fourth largest outstanding shareholders respectively, and the two funds managed by Shanghai Investment Morgan Fund Du Meng, Shanghai Investment Morgan Emerging Power Hybrid Fund and Shanghai Investment Morgan Vision Two-Year Holding Period Hybrid Fund, rank as the fifth and sixth largest outstanding shareholders SDIC UBS New Energy Hybrid managed by SDIC UBS Fund Shi Cheng and GF Technology Innovation Hybrid Fund managed by GF Fund Wu Yuanyi are the eighth and ninth largest circulating shareholders respectively.
It is worth mentioning that these 6 funds are all newly entered the list of the top ten outstanding shareholders in the third quarter. Among them, the two funds managed by Lu Bin bought a total of 23.1134 million shares, with a total stock market value of more than 475 million yuan at the end of the third quarter; the two funds managed by Du Meng also bought more than 20 million shares in total, and the total stock market value at the end of the third quarter exceeded 427 million yuan.
Although the third quarterly report only shows the positions of these institutional investors at the end of the quarter, the four-month increase is more than 7 times, and these funds are likely to reap a lot of gains. 6 funds poured in at the same time, what is the charm of Lianchuang shares?
Lianchuang shares is a new energy industry chain stock, the company's production of fluorine chemical products PVDF in the new energy demand driven by the price continued to rise, but also greatly increased the company's profitability in the third quarter. According to the third quarterly report, the net profit attributable to the mother in the third quarter of Lianchuang Co., Ltd. was 163 million yuan, a year-on-year increase of 658.29%.
According to the data, PVDF (polyvinylidene fluoride) is a new fluorine chemical material, which can be divided into coating grade, granule grade and lithium battery grade. Due to the characteristics of high pressure resistance and good thermal stability, PVDF is a cathode binder that is difficult to replace for lithium batteries, and the PVDF production line of Lianchuang Co., Ltd. has stabilized the production of coating-grade products.
The company said on the investor interactive platform on October 26 that the company's new energy vehicle lithium battery PVDF in the trial production stage, the current individual technical indicators are not stable, need to be further improved. The company will accelerate the progress of R & D and production, and strive to produce stable qualified products as soon as possible.
Cao Mingchang, Shi Bo, and Liang Hao also dug up doubling shares
Wind data shows that as of the close of trading on November 1, a total of 89 stocks have doubled since the third quarter. In addition to Lianchuang shares, the fund also excavated big bull stocks such as Lianchuang shares, Daikin Heavy Industry, and Hengshuai shares.
Daikin Heavy Industry is a leading manufacturer of super heavy steel structure in China, the main products are onshore wind power towers and offshore wind power towers and related parts. Since the third quarter, Daikin Heavy Industry has also risen by 428.78%. Wind data shows that At the end of the third quarter of the third quarter of the third year, Southern Ruihe managed by Southern Fund Shibo repositioned Dajin Heavy Industry, holding 1.5157 million shares, which was its third largest heavy stock; the CeIBS Value Smart Return Hybrid Securities Investment Fund and the Ceibus Emerging Value One-Year Holding Period Hybrid Securities Investment Fund managed by China Europe Fund Yuan Weide both held the stock at the end of the third quarter; Huaan Fund, TEDA Manulife Fund and Jianxin Fund also held the stock.
Hengshuai shares, which have soared by 296.43% since the third quarter, have also been favored by many funds. Bocom Schroder New Growth Hybrid Securities Investment Fund and BOCOM Schroder Select Hybrid Securities Investment Fund managed by Wang Chong, two funds, Penghua Fund Liang Hao and other funds, and Taurus Private Equity Shanghai Ruiyang Investment and other institutions, all hold the individual stocks.
In addition, more than ten individual stocks, such as Hubei Yihua, Fulin Seiko, Qingshuiyuan, Guangyu Development and Yonghe Shares, have risen by more than 200% since the third quarter. Among the institutional investors of Hubei Yihua, there were tens of billions of private equity Shanghai FunShi assets, Qingshuiyuan was heavily invested by tens of billions of private shanghai Khiva assets at the end of the third quarter, and the top ten outstanding shareholders of Guangyu Development at the end of the third quarter also appeared in the two funds managed by Cao Mingchang, a CeIBS fund.
It is worth noting that many of these double bull stocks that have been heavily positioned by the fund are new energy industry chain stocks.
EDIT: Leaf Pine
