With the disclosure of the mid-year report, the path of changing positions and shares in the second quarter of 10 billion private placements also surfaced. According to the incomplete statistics of Private Placement Network and wind, as of press time, there were 9 billion private placement stocks in the second quarter, including Gaoyi Assets, Mingxun Investment, Danshuiquan Investment, Pan Jing Investment, Yingfeng Capital, Pan Feng Investment, Liren Investment, Thousand Joint Venture Capital and Zheng Xingu Capital, holding a total of 25 stocks (including duplicates), and holding a single stock with a market value of 4.4 billion yuan.

Judging from the stock price performance of tens of billions of private equity stocks, as of the close of August 7, after excluding duplicate stocks, 20 of the above 2/kloc-0 stocks recorded an increase, accounting for 95.24% of the rising stocks, of which 16 stocks all rose by more than 20%, and what's more, the shares of Chengmai Technology and Haixin Food doubled/kloc-0 respectively.

Compared with the previous institutions holding pharmaceutical, food and beverage groups, among the tens of billions of private placements disclosed in the China Daily, electronic, chemical and electrical equipment are more favored by private placements above tens of billions, followed by computers, food and beverage, and medical biology.

Billion private placement in the second quarter. In addition to holding 7 shares of Hongfa, Yu Xiang in Xiazhang, Venus Star, Puyang Huicheng, Panjiang, Fang Shuijing and Phoenix Optics, it also increased its holdings of 5 shares, added 12 shares and a number of former 10 major tradable shareholders.

0 1 The latest positions of Gaoyi Assets were exposed, and Feng Liu, Deng Xiaofeng and Zhuo Liwei held these shares.

As of August 7th, statistics show that among the top ten tradable shareholders of 10 listed companies, there are four products with 10 billion private placements and high assets, with a total market value of 2.7 billion yuan. The positions of star fund managers such as Feng Liu, Deng Xiaofeng and Zhuo Liwei were exposed.

Feng Liu believes that good investment opportunities are limited, and investors' energy and ability are also limited. The real risk control lies in effective and thorough thinking, so concentrated investment is the main style choice. Judging from the operation of the fund manager, Feng Liu "Gaoyi Linshan 1 Roy Fund" held Xiamen, Zhangzhou and Yu Xiang unchanged in the second quarter; Xinjin Lexin Technology, Longman Baili and Shenzhen Aoying Technology Co., Ltd.; Reduce the holding of 6,543,800 shares of Lear Chemical; In the same period, he withdrew from the top ten tradable shareholders of Tianhui New Materials, Tianshan Shares, Missing and Dongzhu Ecology.

According to the second quarterly report, "Gaoyi Linshan 1 Roy Fund" added 30 million shares in the second quarter, making it the ninth largest tradable shareholder of the stock. At the end of the period, it held a market value of 555 million yuan, accounting for 1.48% of the total share capital, and it was also the stock with the highest amount of heavy positions in Feng Liu in the disclosed interim report data.

Longman Bailey is a large-scale inorganic fine chemical group dedicated to the research and development and manufacture of titanium zirconium micropowder materials. The company's mid-year report in 2020 shows that the operating income in the first half of the year was 6.353 billion yuan, up 65.438+07.99% year-on-year. The net profit attributable to shareholders of the parent company was 65.438+0.293 billion yuan, a year-on-year increase of 654.38+0.84%. As of the close of August 7, Longman Bailey's share price has risen by 62. 10% this year.

Feng Liu also has a layout science and technology innovation board. In the second quarter, it increased its holding of 350,000 shares of Lexin Technology, making it the eighth largest tradable shareholder. Lexin Technology is also one of the leading "domestic chips" in Science and Technology Innovation Board 18.

In the second quarter, two funds managed by Deng Xiaofeng, Gao Yi Xiaofeng No.2 Trust Fund and Ruijin Phase 43 Gao Yi Xiaofeng Investment Trust, increased their holdings of Foster by 6,543.8+0.52 million shares and 6,543.8+0.54 million shares, respectively, making them the eighth and seventh largest tradable shareholders. In the second quarter, Deng Xiaofeng was optimistic about Hongfa shares, with11110,000 shares held by "Gaoyi Xiaofeng No.2 Trust Fund" unchanged, and "Ruijin 43 Gaoyi Xiaofeng Investment Trust" added 9 1 10,000 shares, ranking the fifth and ninth largest tradable shareholders respectively.

In the second quarter, Zhuo Liwei's "Gaoyi Liwei Select Reality Fund" became the fifth largest tradable shareholder of Huafeng spandex, with a stock market value of1.1.30 billion yuan. Huafeng spandex is a leading polyurethane product in China and the largest spandex manufacturer in China.

Wang Yawei is a joint venture between Zhao Jun of Danshuiquan and Qian Qian, holding the same shares. Why do Liren invest in Fang Shuijing?

Danshuiquan Investment, headed by Zhao Jun, a private equity tycoon, continues to hold Venus Star, and the number of Fuyang Huicheng remains unchanged, with a market value of 376 million yuan and 52 million yuan respectively. "Danshuiquan Selected Phase I" entered the top ten tradable shareholders of Venus Star in the second quarter of 2065438+2009, and has held 8,929,800 shares unchanged. However, with the rise of the share price of Venus, the market value of the stock has also increased from the initial 240 million yuan to 376 million yuan. Venus Star, the network security leader, is also the stock with the most research institutions in the past week, with 157 institutions investigating the company.

Haixin Food is a century-old family of fish balls. After 20 14 acquired the high-end brand "Youji", the company opened up the middle and high-end market. Under the influence of this year's epidemic situation, it is estimated that the company will achieve a net profit of 40-50 million yuan in the first half of this year, with a year-on-year increase of 470.23%-6 12.79%.

In the second quarter of Pan Jing Investment, the share prices of two new shares also performed well. As of the close of August 7th, the share prices of Chengmai Technology and Haixin Food both doubled during the year, being 1 16.99% and 106.04% respectively.

Liren Investment continued to hold 4,524,900 shares of Fang Shuijing in the second quarter. According to the data disclosed by listed companies, Liren Investment appeared among the top ten tradable shareholders of the company in the first quarter of 20 19, holding 2,796,900 shares for the first time, and then increasing its holdings to 4,524,900 shares all the way. Due to the huge impact of the epidemic, Fang Shuijing's income in the second quarter fell sharply. However, although Fang Shuijing's share price is not outstanding in the liquor industry this year, the company controlled the delivery rhythm in the first half of the year, focusing on digesting inventory, and is expected to go into battle lightly in the second half. Some brokers gave an overweight rating.

In the second quarter, there were also thousands of joint ventures, which is why Wang Yawei held 6,543,800+0,474,000 shares of Phoenix Optics in the past year. As a stock in the electronics industry, Phoenix Optics' share price didn't catch the ride of technology stocks, with an increase of only 4.89% during the year.

030 billion private equity jiacang medicine, Yingfeng Capital layout cycle stocks

Medicine is still a good idea for tens of billions of private placements. Zheng Xingu Capital and Pan Feng Investment both laid out medicines in the second quarter. Lin Lijun founded Zheng Xingu Capital. In the second quarter, Zheng Xingu's "Zheng Xingu Value China Selection" and "Zheng Xingu Value China Exclusive" were the second, ninth and tenth largest tradable shareholders of Fuxiang Pharmaceutical respectively, holding 6,543,802,950 shares, 3,638,600 shares and 3,388,500 shares respectively.

Pan Feng invested 3,348,700 shares, holding a total of 10 15 1700 shares of Cape Bio, with a stock market value of 527 million yuan, making it the third largest tradable shareholder.

With the return of the king of cyclical stocks, the valuation of coal stocks is still at the bottom, and it is expected to obtain capital repricing and realize valuation repair. Yingfeng Capital increased its shareholding in Panjiang in the second quarter, and there were three funds among the top ten tradable shareholders, among which Yingfeng Shunrong held 4.72 million shares, Yingfeng Yingtai held 1 0.93 million shares, and Yingfeng Jiangfeng Value Selection held18.85 million shares, with a cumulative stock market value of1850,000 yuan.

In the mid-year report in 2020, Mingxun Investment * * * appeared among the top ten shareholders of four stocks, with a total reference market value of 60 million yuan at the end of the period. Mingxun Investment is a domestic tens of billions quantification organization. In the second quarter, Mingxun Investment invested in CLP Motor, Miaozhan, Saiteng and smart power respectively from power equipment and new energy, consumer services and machinery and electronics industries, among which the share prices of CLP Motor and Saiteng nearly doubled.

However, as a quantitative institution, most of them choose stocks in the whole market, and the holding period will not be too long. Moreover, the market value of heavyweights invested by Mingxun is generally not high, and Saite shares with the largest market value are only 26.29 million yuan.