The third quarterly report shows that Wang Yawei manages Yunfeng Securities, Yunfeng No.2, Yunfeng No.3, Zhihe 1 Attack 17 shares. Looking back at the shareholding in the semi-annual report, the number of shares held reached 24. It can be seen that Wang Yawei's stock trading in the third quarter is more obvious.

Among them, Wang Yawei is still optimistic about FAW Car and FAW's *ST Li Xia. Although Zhihe 1 and Yunfeng Securities have slightly reduced their holdings of FAW Car, Yunfeng Securities, Yunfeng No.3 and Zhihe 1 still hold a total of 56,858,300 shares of FAW Car, accounting for 4.03% of the outstanding shares.

In addition, although Zhihe 1 reduced its holdings of *ST Li Xia by 2,990,500 shares, Yunfeng No.2 held 4.7 million shares and entered the list of the top ten tradable shareholders. Together with the increase of Yunfeng Securities and Yunfeng No.3, their total holdings of *ST Li Xia reached 79,599,900 shares, accounting for 4.98% of the outstanding shares.

In addition to the expected integration of FAW Group, Wang Yawei's favorite reorganization themes are *ST Middle Road and Shanghai Sanmao. In the third quarter, Shanghai Sanmao was significantly increased. Under the condition that the paper crane 1 share remains unchanged, Yunfeng Securities and Yunfeng No.3 entered the list of the top ten tradable shareholders with 654.38+0.4 million shares and 654.38+0.0 million shares respectively.

In addition to new shares, Wang Yawei also added Guodian Nanrui, Bohai Ferry, Tianbang and Yitong Technology in the third quarter; The reduction of individual stocks includes Langfang Development, Products Zhongtuo, Sanju Environmental Protection and Hao Yun Science and Technology; The unchanged shares are Jinhe Industry and Hongxiang Power.

On the whole, Wang Yawei's position adjustment in the third quarter is still biased towards restructuring or reforming theme stocks. In terms of industry selection, it mainly focuses on industries such as car networking, smart grid, consumption upgrading and environmental protection.

10 shares gain new value and enter with high profile.

In addition to Wang Yawei's every move, some private placements that were relatively low-key before but entered in the third quarter can not be ignored, among which Guangdong New Value Investment Co., Ltd. (hereinafter referred to as Guangdong New Value) is a typical representative.

The reporter noted that in the third quarter, Guangdong's new value entered the list of the top ten tradable shareholders of 10 listed companies in one fell swoop, while it was only 1 in the semi-annual report.

Guangdong New Value mainly holds shares through its Sunshine Brand 1 and Zhuotai Sunshine Brand 1 Securities Investment Fund. The names of the two products are obviously high-profile.

It can also be found from the shareholding ratio of specific stocks that the number of shares held by many stocks is not far from the 5% placard. For example, Sunshine Paipai 1 Securities Investment Fund and Zhuotai Sunshine Paipai 1 Securities Investment Fund hold 2.577 million shares of Keheng and 150.8 1 10,000 shares respectively, accounting for 4.09% of the total share capital.

In addition, these two products are ranked second and ninth among the top ten tradable shareholders of Star Instrument with 50 17800 shares and 85 1600 shares respectively, and their cumulative shareholding accounts for 3.88% of the total share capital. In addition, the two products rank fourth and sixth among the top ten tradable shareholders of Jinyu Automobile City with 3,205,200 shares and1263,500 shares respectively, and the accumulated shares account for 3.5% of the total share capital.

It is worth noting that the stocks that Guangdong New Value entered through these two products also include Xinhai, Tianguang Fire and Coswood. Among them, the shareholding ratio of Tianguang Fire and Coswood also exceeds 3%. In addition to holding shares in the Group, Sunshine Brand 1 Securities Investment Fund also appeared in the list of the top ten tradable shareholders of Hangyin Gaoxin, Nanhua Instruments, Lanfeng Biochemical and Evergrande Gaoxin.

In addition, the new value stocks in the third quarter were all small and medium-sized board and GEM stocks, most of which had a total share capital of less than 300 million shares and a total market value of less than 4 billion yuan. Among them, the total share capital of Hangdian Gaoxin, Nanhua Instrument and Keheng shares are all below 654.38 billion shares or 654.38 billion shares.