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Source: Databao
Smart funds counter the trend and increase the position of stocks.
On the evening of November 8, Longji Lvneng Announce the shareholders' receipt of the notification of filing from the China Securities Regulatory Commission. Longji Lvneng pointed out in the announcement that this case was filed against the company's shareholder HHLR, and the company's production and operation activities would not be affected. During the investigation, the shareholders will actively cooperate with the CSRC in the investigation and perform the obligation of information disclosure in strict accordance with relevant laws, regulations and regulatory requirements.
In March this year, HHLR participated in the refinancing securities lending business by holding 0.85% of the non tradable shares of Longji Green Energy, which was disclosed in accordance with the announcement at that time, HHLR's shareholding ratio should be reduced from 5.85% to 5%. However, as of the end of the first quarter, HHLR's shareholding ratio was reduced to 4.98%, and its shareholding ratio was reduced to 1%, but HHLR did not disclose it.
In addition, during the share lending period, Hillhouse reduced its holdings of Longji Green Energy through HHLR. The third quarterly report of Longji Green Energy was disclosed At the end of the reporting period, all the shares lent by Hillhouse Capital through refinancing had been returned. After returning, HHLR's shareholding ratio is 4.98%. Compared with 5.85% before lending, the shareholding ratio decreased by 0.87%.
Longji Lvneng's share price has not performed well this year, with a cumulative decline of nearly 44%. According to public data, HHLR Company is a well-known investment institution that focuses on the secondary market. From the perspective of stock price performance, Longji Lvneng is not the worst performing individual stock of Hillhouse Capital concept stock. Data display, Guanglianda The share price dropped by nearly 52% during the year, Enjie Shares It fell by more than 46%. Among them, Guanglianda is still heavily invested by HHLR in excess of 41.6 million shares.
"Dragon Generation" shares plummeted
Recently, the shares of "Dragon Generation" have been hyped by funds, and the relevant individual shares have risen by a collective limit. At the same time, the stocks of "Feng Generation" also began to change significantly, and the magic scene of "dragon flying and phoenix dancing" was staged together. Yesterday evening, more than 10 relevant listed companies made an emergency announcement, most of which said there was a risk of speculation in the secondary market and overheating market sentiment.
Known as the new Dragon King Tianlong Shares An investor exchange meeting was held yesterday. According to the minutes of the meeting, at today's investor exchange meeting, Tianlong shares made a clear response that the company's recent share price has risen significantly, and the current share price has seriously deviated from the reasonable valuation of listed companies in the same industry. The company has warned investors of the risks in the early stage through announcements and other forms, and invited investors to make rational decisions and invest prudently.
The shares of the "Dragon Generation" plummeted in the morning trading today. After the Tianlong Group staged the "Heaven and Earth Board" yesterday, it began trading at the lower limit this morning. Since then Shenglong Shares The rapid rebound led by the surge ended the morning down more than 5%. In addition, Tenglong Shares 、 Longyu Shares 、 Dragon Edition Media 、 Fenglong Shares And other individual stocks, Talon 、 Feilong Shares 、 Kailong High tech And several stocks fell down.
Disclosure of Beishang Capital's Share Increase
The recent outflow of funds from Beishang is relatively large, but there are still individual stocks that have increased their holdings against the trend. According to the statistics of Databao, 1182 shares held in the stock market yesterday increased month on month, and 42 shares held more than 50 million yuan in market value. The largest increase in market value is Luzhou Laojiao , the latest shareholding was 53.6768 million shares, up 2.48% month on month, and the market value of increased holdings was 281 million yuan; The second is Guizhou Moutai 、 Eastmoney The market value of increased holdings was 263 million yuan and 232 million yuan respectively.
According to the statistics of the industry, among the top stocks in terms of the market value of the above increased holdings of Beishang Capital, electronics, non bank finance, computer and other industries are the most concentrated, with 16, 4 and 4 stocks respectively on the list. In terms of plate distribution, there are 29 mainboards, 6 GEM and 7 science and technology innovation boards.
From the perspective of institutional trends, Beishang Capital increased its holdings in the top stocks in terms of market value. In the past month, 18 of them were surveyed by institutions BYD 、 Boshou Technology 、 Tuojing Technology Etc., 11, 5 and 3 times of institutional research were conducted during the period ； According to the number of institutions surveyed, what is more crowded is Pelaya 、 Joint Photographic Medicine , Tuojing Technology, 406, 385 and 306 institutions participated in the survey. From the perspective of institutions participating in the survey, there are TCL Technology 14 shares including BYD and Bosch Technology were surveyed by overseas institutions in the past month.
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