Since October, there have been many big bull stocks in the A-share market, such as Phoenix Optics, Wenshan Electric Power, and New Scenery. Judging from the positions of institutional investors at the end of the third quarter, many funds have been laid out in advance. At the end of the third quarter, Cinda Australia Bank New Energy Industry Fund entered the top ten circulating shareholders of the new scenery of energy storage concept stocks, and the tens of billions of private equity Shanghai Qushi Assets became the sixth largest circulating shareholder of the chemical company Hubei Yihua. In addition, since the third quarter, many funds have obtained higher returns from big bull stocks such as Lianchuang Shares, Daikin Heavy Industry, and Hengshuai Shares.
"Ambush" big bull stocks in advance
Since October, a number of big bull stocks have emerged in the A-share market, of which Phoenix Optics and Wenshan Power have risen by 159.62% and 135.05% respectively. In addition, there are 25 individual stocks such as Tongli Risheng, New Scenery and Shenling Environment, which rose by more than 50%. It is worth noting that the funds in these big bull stocks have been "ambushed" in advance in the third quarter.
Since October, the energy storage concept stock New Scenery, which has risen by 81.52%, has been held by funds from many fund companies such as E Fangda, Industrial Securities Global and GF at the end of the third quarter. Feng Mingyuan, fund manager of Cinda Australia Bank, who is known for his diligent research, managed the Cinda Australia Bank New Energy Industry Fund in the third quarter and entered the list of the top ten outstanding shareholders of the stock.
Hubei Yihua, a chemical company, has risen 72.90% since October, and its list of institutional investors at the end of the third quarter has seen tens of billions of private equity Shanghai Qushi assets. In addition, funds under fund companies such as GF Fund, Zheshang Fund and China Commercial Fund also hold the stock. Since the beginning of this year, Hubei Yihua has risen by 930.94%.
Hengshuai shares, which have risen by 72.84% since October, have also been favored by many funds in the third quarter. Bocom Schroder New Growth and BOCOM Schroder Selected two funds managed by Wang Chong of BOCOM Schroder Fund, funds managed by Penghua Fund Liang Hao and other institutions such as Taurus Private Equity Shanghai Ruiyang Investment, all hold the stock.
Some of the funds are making a lot of money
Wind data shows that as of the close of trading on November 1, a total of 89 stocks have doubled since the third quarter.
Among them, Lianchuang shares have risen by 703.74% in 4 months, 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 and HSBC Jinxin Dynamic Strategy, ranked as the third and fourth largest circulating shareholders respectively; the two funds managed by Shanghai Investment Morgan Fund Du Meng, Shanghai Investment Morgan Emerging Power and Shanghai Investment Morgan Vision, ranked as the fifth and sixth largest circulating shareholders during the two-year holding period; and the GF Technology Innovation Hybrid Fund managed by SDIC UBS Fund Shi Cheng and the GF Technology Innovation Hybrid Fund managed by SDIC UBS Fund Wu Yuanyi were the eighth and ninth largest circulating shareholders, respectively. 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 have a high probability of harvesting a lot of gains in this stock.
In addition to Lianchuang shares, the fund also excavated Daikin Heavy Industry. 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 risen by 428.78%. According to Wind data, the Southern Ruihe Three-Year Regular Open Fund (LOF) managed by Southern Fund Shibo repositioned Dajin Heavy Industry at the end of the third quarter, holding 1.5157 million shares, which is its third largest heavy stock; CeIBS Value Smart Return managed by Ceibus Fund Yuan Weide and CEIBS Emerging Value held the stock at the end of the third quarter of the one-year holding period; Huaan Fund, TEDA Manulife Fund and Jianxin Fund also held the stock.
In addition, more than ten individual stocks, such as Fulin Seiko, Qingshuiyuan, Guangyu Development and Yonghe Shares, have risen by more than 200% since the third quarter. At the end of the third quarter, Qingshuiyuan was heavily invested by 10 billion private Shanghai Shiva assets, and two funds managed by Cao Mingchang, a CEIBS fund, also appeared among the top ten circulating shareholders of Guangyu Development at the end of the third quarter.
The new energy industry is favored by institutions
It is not difficult to see through the data that many of these double bull stocks come from the new energy industry. These big bull stocks favored by a number of institutional investors, in the first quarter or even the second quarterly report there are few institutional investors to ask, in the face of the current crowded transactions, can the new energy track continue to improve?
Li Xiaoxing recently said in an interview with China Securities News that the stock price of new energy-related stocks has risen greatly, but its valuation has not been "overdrawn", and the problem in the new energy industry is that the transaction is more crowded, and the valuation needs to be adjusted for a certain amount of time. If you look at next year, the industry opportunity is still large.
"The new energy vehicle sector fluctuated at the end of the third quarter due to short-term trading of funds, but with the recently released data showing a significant increase in sales, the eye-catching quarterly report was released, and the stock prices of related companies hit a record high." Yan Anqi, a senior researcher at Nord Fund, said that from the current point of view, new energy vehicles still have investment opportunities.
"According to our recent research and exchanges, the supply of automotive chips has begun to gradually recover, and some aspects of battery materials have begun to have new production capacity, which will alleviate the current problem of tight capacity supply; coupled with strong demand, it is expected that sales will continue to maintain a relatively large growth." Yan Anqi said.
GF Fund Liu Gesong said in the third quarterly report that with the continuous adjustment of industrial policies, the rapid rise in the price of resource products may be nearing the end, but the future increase in the proportion of green energy in the production process has become an irreversible trend, and it is expected that the demand for high-end manufacturing industries such as photovoltaics, energy storage, and new energy vehicles may usher in a long period of "gold growth period".
Source: China Securities News
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