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With the end of the disclosure of the first quarterly report of listed companies, the latest position of 10 billion private equity has surfaced.
According to incomplete statistics of private placement network, as of April 30, 35 private placements worth 10 billion yuan had appeared in the list of top ten circulating shareholders of 244 listed companies, with a total stock market value of 71.644 billion yuan. Among them, 10 billion private equity increased its holdings of 32 listed companies in the first quarter, 54 new listed companies, reduced its holdings of 47 listed companies, and 111 listed companies remained unchanged.
In terms of concentration, a total of 9 stocks were held by more than 14 private equity products. Among them, Wall Nuclear Material (002130. SZ) is held by 8 private placements at the same time, Xianggang Technology （603499.SH）、 Zhongji accreditation （301508.SZ）、 Qiaoyuan Shares （301286.SZ）、 Huaqin Technology （688281.SH）、 Dongyi Risheng (002713. SZ) were held by 6 private equity products at the same time.
In terms of newly acquired stocks, the top three newly acquired stocks held by private placement are ST Intercontinental （600759.SH）、 *ST Rongtai (Rights protection) （600589.SH）、 Hengli Petrochemical (600346. SH), with 333 million shares, 70 million shares and 64.78 million shares newly held by private funds; As of April 30, the new stocks with the highest market value are Hengli Petrochemical, ST Intercontinental Xinyisheng (300502. SZ), the market value of the shares held reached 904 million yuan, 903 million yuan and 813 million yuan respectively; In terms of concentration, CIMC Certification and Inspection was newly acquired by six private placements at the same time, holding 2.9951 million shares in total, with a holding market value of 124 million yuan; Dashengda It was newly acquired by five private placements at the same time, holding a total of 46.9236 million shares, with a holding market value of 561 million yuan; In addition, Fangda New Material （838163.BJ）、 Shengtai Group （605138.SH）、 drive (838275. BJ), Xianggang Science and Technology, and Wahl Nuclear Materials were newly introduced by four private placements at the same time.
In addition, the position adjustment and share exchange of star private equity funds were also exposed with the disclosure of A-share listed companies' first quarterly reports.
Gaoyi Assets: Deng Xiaofeng added positions Huafeng Chemical , Feng Liu bought Ruifeng New Material 、 Great Ginseng Forest (Rights protection)
As of April 30, the disclosed quarterly report data showed that Gaoyi Assets had entered the top ten circulating shareholders of 37 listed companies, and the current market value of its positions totaled 40.603 billion yuan, a decrease of 5.706 billion yuan from the previous period.
From the perspective of sub fund managers, Xiaofeng No. 2 and Xiaofeng Hongyuan jointly bought Jinhe Industry (002597. SZ), Huafeng Chemical (002064. SZ), the largest spandex fiber manufacturing enterprise in China, slightly increased its holdings zijin mining （601899.SH）、 Yunnan Aluminium （000807.SZ）、 Chinalco (601600. SH) and other cycle shares, exit Tongling Nonferrous (000630. SZ) List of top ten circulating shareholders.
Specifically, Gao Yi Xiaofeng No. 2 and Xiaofeng Hongyuan bought 3.23 million shares and 3.17 million shares of Jinhe Industry (002597. SZ) respectively; Added 1.6 million shares and 1.3 million shares of Huafeng Chemical; In addition, Xiaofeng No. 2 has just bought Nanocore micro (688052. SH) 1.699 million shares.
As of April 30 this year, the stock prices of Zijin Mining, Chinalco and Yunnan Aluminium have risen by 41.33%, 31.56% and 17.59% respectively. In the first quarter, Gao Yi Xiaofeng No. 2 and Xiaofeng Hongyuan reduced their holdings of Zijin Mining by 56 million shares and 32.06 million shares respectively; 38.21 million shares and 34.8 million shares of Chinalco were reduced; 13.6 million shares and 12.10 million shares of Yunnan Aluminium were reduced. At present, Zijin Mining is still the largest heavy position of the two funds.
As of April 30, the latest stock market value of Gaoyi Linshan No. 1 Yuanwang Fund managed by Feng Liu, a well-known fund manager, reached 19.633 billion yuan, a decrease of 3.164 billion yuan over the previous period.
In terms of the specific position adjustment path, in the first quarter, Feng Liuxinjin bought 15 million shares of Dashanlin (603233.SH), with the latest stock market value of 320 million yuan; Xinjin bought 10 million shares of Ruifeng Xincai (300910. SZ), with the latest holding market value of 383 million yuan.
In the first quarter, Feng Liu increased his position Longbai Group (002601. SZ) 8 million shares Dongcheng Pharmaceutical (002675. SZ) 6.5 million shares Kanghua Biology (Rights protection) (300841. SZ) 1 million shares Angel yeast (600298.SH) 350000 shares.
In addition, Feng Liu also reduced his shareholding Baofeng Energy 40 million shares, 60 million shares still held at the end of the period, with the latest market value of 981 million yuan; reduce one's shares in a listed company Zhongju High tech (600872. SH) 21 million shares, still holding 15 million shares, with the latest market value of 396 million yuan; Underweight Tongrentang (600085. SH) 16.2 million shares Hikvision (002415.SZ) 16 million shares; sign out Xinbang Pharmaceutical (002390. SZ) List of top ten circulating shareholders.
Ningquan Assets: Add position Shandong Road and Bridge 、 Zhouming Technology
Ningquan Asset is a private equity fund founded by Yang Dong, former general manager of Xingquan Fund, after "going public to private". As of April 30, the latest stock market value of Ningquan Assets was 679 million yuan, an increase of 56.56 million yuan over the previous period.
At the end of the first quarter, Ningquan Assets newly bought Aodong, Jilin (000623. SZ) 4.14 million shares, increased position Sunlight illumination (600261. SH) 7.84 million shares, Zhouming Technology (300232. SZ) 6.54 million shares, Shandong Road and Bridge (000498. SZ) 5.56 million shares Zhejiang Medicine (600216.SH) 4.77 million shares Aojiahua (002614. SZ) 2.71 million shares; Large proportion of reduction Leyard (300296. SZ) 16.72 million shares. At the end of the period, 20.52 million shares were still held, with the latest market value of 105 million yuan, making it the second largest stock in Ningquan Assets.
Ruijun Assets: newly purchased Bull Group
Ruijun Youfu No.1 and No.3 private equity products managed by Dong Chengfei, Ruijun Asset Management Partner and Chief Research Officer, appeared in the list of top ten circulating shareholders of three listed companies. As of April 30, the latest stock market value of Ruijun Assets was 523 million yuan, an increase of 349 million yuan compared with the previous period.
Specifically, in the first quarter, Ruijun Asset bought 1.86 million shares of Bull Group (603195. SH), with the latest market value of 192 million yuan; Added positions Lexin Technology (688018.SH) 1.69 million shares Yuanli Shares (300174.SZ) 690000 shares.
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