Recently, with the announcement of fixed increase of listed companies, major asset restructuring and share repurchase, the positions of many star fund managers have been exposed. For example, a number of funds managed by Du Meng, the ace fund manager of Morgan Stanley, participated in Tianhua Chaojing's increase in holdings, Guo Fu Tianhui, the representative of Zhu Shaoxing, slightly reduced its position in Chongqing Department Store, and Xie Zhiyu led the management to increase its position to attract Shekou and Suwen Power.
Du Meng participated in Tianhua's ultra-net increase.
On February 29th, 2022, 65438, Shangtou Morgan Fund issued the Announcement on Non-public Offering of Shares by Its Funds. The announcement shows that the company's 15 funds collectively participated in the increase of Tianhua Chaojing. Among them, many representatives are listed, such as the emerging power of Shangtou Morgan, the two-year vision of Shangtou Morgan, and the advantages of Shangtou Morgan China managed by Du Meng, the company's ace fund manager.
Take Morgan Emerging Power as an example. Du Meng began to buy Tianhua Chaojing in the fourth quarter of 20021,in which he once increased his position to the largest position in the first quarter of 2022 and maintained his second position by the end of the third quarter of 2022. At the same time, SDIC's emerging power and SDIC's vision are the fourth and sixth largest tradable shareholders of Tianhua Chaojing respectively for two years.
Tianhua Ultra-clean's main business is divided into three parts: anti-static ultra-clean technology products, medical device syringes, and new energy lithium battery materials. The company is a well-known provider of static electricity and micro-pollution prevention solutions in China, and its products are widely used in the electronic information industry. In addition, the battery-grade lithium hydroxide products of its subsidiary, Tianyi Lithium Industry, are mainly used in the fields of new energy vehicle batteries, communication electronic products power supply equipment, energy storage and so on.
The announcement shows that the issue price of this fixed plan is 52.89 yuan/share, and the total amount of funds raised is 2.766 billion yuan. After deducting the issuance expenses related to the raised funds, the actual net raised funds were 2.74 1 100 million yuan, which were mainly used to provide to the subsidiaries Sichuan Tianhua Times Lithium Industry Energy Co., Ltd. (hereinafter referred to as "Sichuan Tianhua") and Yibin Weineng Lithium Industry Technology Co., Ltd. (hereinafter referred to as "Weineng Lithium Industry"). It is used for the smooth implementation of the fundraising project "Sichuan Tianhua Times Lithium Industry Energy Co., Ltd. Construction Project with an annual output of 60,000 tons of battery-grade lithium hydroxide" and "Yibin Weineng Lithium Industry Technology Co., Ltd. Phase I Project with an annual output of 25,000 tons of battery-grade lithium hydroxide" and the acquisition of 7% equity of Yibin Tianyi Lithium Industry Technology Co., Ltd.
However, in the context of the overall correction of the new energy sector, Tianhua's ultra-net share price has been in a downward trend since 1 1. As of the close of 65438+February 30, 2022, Tianhua's net income was 55.88 yuan/share, still higher than the fixed price.
Zhu Shaoxing reduced his holdings of Chongqing Department Store.
Recently, Chongqing Department Store announced the latest list of the top ten tradable shareholders due to major asset restructuring. According to the announcement, as of February 22, 2022, Guo Fu Tianhui managed by Zhu Shaoxing was the second largest tradable shareholder, holding180,000 shares, a decrease of10,000 shares compared with the end of the third quarter of 2022.
Guo Fu Tianhui entered the list of the top ten tradable shareholders of Chongqing Department Store from 20 19, during which it conducted several band operations. For example, in the second quarter of 2020, it temporarily reduced its holdings and withdrew from the list of the top ten tradable shareholders. In the third quarter of 2020, it increased its holdings significantly again. Since the 2020 annual report, it has been ranked as the second largest tradable shareholder for several consecutive reporting periods.
Chongqing Department Store is the earliest state-owned commercial enterprise and the first commercial listed company in Chongqing. The company has formed a multi-format development business pattern of department stores, supermarkets, electrical appliances and automobile trade, and cultivated emerging industries such as e-commerce, consumer finance, supply chain finance and quality inspection. It owns brands such as "Chongbai" and "New Century Department Store".
In this major asset reorganization, the company plans to issue shares to Yufu Capital, Wu Mei Jin Rong, Shenzhen BBK, Trading Company Huilong and Trading Company Huixing to absorb the merged group company Chongqing Trading Company. After the audit evaluation of the assets to be issued is completed, it will be further disclosed in the reorganization report (draft). The reference price of issuance shall not be less than 90% of the average trading price of stocks in the 60 trading days before the pricing benchmark date, that is, 65,438+09.49 yuan/share.
For Chongqing Department Store to absorb and merge Chongqing Trading Company and related transactions, Caitong Securities said in a recent research report that this transaction, as a further deepening of the overall deployment of Chongqing Trading Company reform, aims to realize the merger of Chongqing Trading Company and listed companies, so as to reduce management levels, improve operational efficiency and remove obstacles for the healthy development of listed companies. After the completion of this transaction, the governance mechanism of listed companies will be flatter and the organizational structure will be further streamlined, which is expected to fully stimulate the vitality and endogenous motivation of listed companies; Through this transaction, it will help listed companies to independently adjust and transform the attributes of self-sustaining stores according to their development needs, improve the operational efficiency and radiation influence of stores, optimize the allocation of asset resources and improve the asset quality of listed companies.
Xie Zhiyu Jiacang Merchants Shekou and Suwen Electric Power
In addition, China Merchants Shekou announced the latest list of the top ten tradable shareholders because it plans to purchase 24% of the shares of Shenzhen Nanyou (Group) Co., Ltd. and 2.89% of the shares of Shenzhen Merchants Qianhai Industrial Development Co., Ltd. by issuing shares, and at the same time plans to raise matching funds by non-public offering of A shares to no more than 35 specific investors.
According to the announcement, as of February 2, 2022, 65,438+,Xingquan Trend Investment managed by Xie Zhiyu ranked as the sixth largest tradable shareholder of China Merchants Shekou, holding 73,067,400 shares, an increase of 8,999,900 shares compared with the end of the third quarter of 2022. As of the end of the third quarter, China Merchants Shekou ranked the third largest awkward stock in Xingquan Trend Investment.
Regarding the asset restructuring and fixed-income plan of China Merchants Shekou, Everbright Securities said in a recent research report that after the completion of this transaction, Nanyou Group will become a wholly-owned subsidiary of the company, and the company's direct and indirect shareholding ratio in China Merchants Qianhai Industry will increase from 83. 10% to 85.99%, and the company's shareholding ratio in China Merchants Qianhai Industry will increase by about 13.65%, which is conducive to accelerating high-quality integration.
At the same time, Xingquan Trend Investment has recently participated in the increase of Suwen Electric Energy. According to the announcement, Xingquan Trend Investment subscribed for 883,800 shares of Suwen Power at a cost of about 40 million yuan, accounting for about 0. 18% of the fund's net assets as of February 23, 2022.
Established in 2007, Suwen Electric Power Company is a one-stop (EPCO) brand service provider with power consulting and design business as the leading factor, covering power consulting and design, power engineering construction, power equipment supply and intelligent power service business. At present, the company's core business of electronic consulting design and power engineering construction is mainly concentrated in Jiangsu Province, especially in Changzhou.
Huaxi Securities pointed out in a recent research report that Suwen Power is a one-stop service enterprise of EPCO which is scarce in the industry. Although the industry showed the characteristics of regionalization in the past, with the gradual popularization of new energy application scenarios, China's terminal power load is complex and uncertain, and there is sufficient room for judging the future development of smart power demand, thus further promoting the marketization of the power industry. Under the background that the investment in distribution network is expected to grow steadily, the head enterprises have sufficient room for expansion.
The announcement shows that the issue price of this fixed plan is 42.36 yuan/share, and the total amount of funds raised is 65.438+38.9 million yuan. After deducting the issuance expenses related to the raised funds, the actual net raised funds are 65.438+36.6 million yuan, which are mainly used for the construction of intelligent electrical equipment production base, power electronic equipment and energy storage technology R&D center and supplementary working capital.