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Original title: Zhang Kun's latest heavy position was exposed in April: "Maotai flavor" is not enough for "soy sauce"? The new heavy warehouse company is "Baoneng"
On April 6, the Associated Press reported that just after the annual report season of public offering funds, while everyone was still digging into the position trends of various star fund managers at the end of last year, an ordinary public company announcement revealed the latest trends of Zhang Kun, the "public offering elder brother", as of this month.
listed company Zhongju High tech A Announcement on the Shareholding of the Top Ten Shareholders in Repurchase Matters was released today, and it is planned to review the scheme of using self owned funds and self raised funds to repurchase the company's shares for equity incentive plans at the shareholders' meeting.
The announcement also disclosed the situation of the top ten shareholders as of April 1. At present, the three major funds managed by Zhang Kun, the "public offering elder brother" - E Fund's small and medium-sized stocks, E Fund's blue chip selection, and E Fund's high-quality enterprises have all been among the top ten shareholders in three years. The number of shares held is 34 million, 31 million, and 9 million, respectively. At today's closing price of 53.38 yuan/share, The total market value is nearly 4 billion yuan.
Compared with the annual report disclosed not long ago, as of the end of last year, except for the 19 million shares of Zhongju Hi Tech held by the small and medium-sized stocks of E Fund, it ranked 14th among all the stock positions of the fund, accounting for 3.16% of the net value, which is a typical "hidden heavy position stock"; At the end of last year, E Fund's blue chip selection only held 1.5 million shares of Zhongju Hi tech, and the shares held by E Fund's high-quality enterprises for three years were all new positions since this year; The other fund that Zhang Kun stepped down this year, E Fund New Silk Road Annual Report, also has Zhongju Hi tech, but the holding proportion is also negligible.
In contrast, the company Zhongju High tech is also very interesting. The company's main business includes seasoning food, park operation and urban development. According to the 2020 annual report, condiments account for more than 96% of its revenue, mainly engaged in soy sauce and chicken essence products, which belong to the food and beverage sector together with the liquor stocks preferred by Zhang Kun.
What deserves more attention is its shareholder background. The public market information shows that the controlling shareholder of Zhongju Hi tech is Zhongshan Runtian Investment Co., Ltd., and through the shareholding relationship, its ultimate controller is Yao Zhenhua, who became famous by fighting with Wang Shi for control of Vanke in the same year. Therefore, Zhongju Hi tech is a "Baoneng" listed company.
As the "top stream" in the capital market this year, Zhang Kun's influence cannot be underestimated. On the 24th of last month, International medicine (Rights protection) Zhang Kun's name appears in the regularly released "Research Activity Information Form". Since the 26th, the stock price has risen nearly 30% in six trading days; Another annual report disclosed that Hong Kong stock Jinxin Reproduction, which was heavily held by two "Zhang Kun Funds", rose 6.46% on the last trading day before the Qingming Festival+Easter market closure of Hong Kong stocks. With the announcement disclosed by Zhongju Hi tech today, the stock price performance of the stock tomorrow has aroused reverie again.
When Zhang Kun meets Yao Zhenhua, what chemical reaction will happen? The performance of Zhongju Hi tech's share price will be known in the afternoon tomorrow.
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Editor in charge: Chen Youran SF104
