As of March 7th, 20 18 annual report has been disclosed by17 listed companies. Although the disclosure has not yet been completed, private placement, QFII and social security funds have emerged. The reporter of Public Securities Journal found that institutions have been quietly laying out 20 19, and many of the stocks involved are companies with beautiful annual reports.

5 shares are newly acquired for private placement.

The data shows that among the 1 17 companies that have disclosed their annual reports, private equity funds have set foot in 30 listed companies, among which Longxing Chemical, CNNC Titanium Dioxide and Hua Wei have the highest shareholding ratios, all above 9%. At present, two companies have been increased by private equity funds in the fourth quarter, Zhongshe Group has been increased by 1. 15%, and Bond Lighting has been increased by 1. 13%.

It is worth noting that there were five private placements in the fourth quarter of last year, among which Qi Jing Machinery's new shares accounted for the highest proportion, and Donghua Custom Private Equity Fund had1623,200 shares, accounting for 2.84% of the outstanding shares. In addition, CNNC Titanium Dioxide is held by four private placements, and Shunluo Electronics, Shang Wei and Hua Wei are stationed by three private placements, belonging to stocks with a large number of shareholding institutions.

7 shares are laid out by QFII

After the accelerated expansion of MSCI, every move of foreign capital has attracted more market attention.

According to the published annual reports of listed companies, QFII has laid out seven stocks at the end of the fourth quarter of last year, among which Li Ande is equipped with three QFII layouts, namely Temasek Fudun Investment Company, Guotai Securities Investment Trust and Fudun Absolute Return China A-share Fund. In addition, Dadonghai A is held by two QFIIs, and Xinfengming, Changchun Gaoxin, Hengrui Pharma, Sophia and Minhe are all held by 1 QFII.

Up to now, the new companies that QFII joined in the fourth quarter of last year were Changchun Gaoxin and Minhe, and the Macao Monetary Authority newly bought1816,300 shares of Changchun Gaoxin and 3.459 million shares of UBS. In addition, Hengrui Pharma was increased by QFII at the end of last year, and Oppenheimer Fund Company increased its holdings by 5,969,300 shares, and currently holds 1.5 1%. Hengrui Pharma's 20 18 annual report shows that the company's total annual operating income1741800 million yuan, up 25.89% year-on-year, and its net profit was 4.066 billion yuan, up 26.39% year-on-year. From the perspective of new shares and holdings, foreign capital seems to prefer biomedical companies.

Three types of institutions have a crush on Sophia at the same time.

As a team, every move of social security has attracted much attention. The data shows that 19 companies have been held by the social security fund. Among them, three stocks were added in the fourth quarter of last year, namely Rongxing Environment, Changchun Gaoxin and Xiaolan Technology, while Lier Chemical and Changxin Technology were reduced by social security.

It is further found that Yuntu Holdings and Changchun Gaoxin are held by four social security funds at the same time, while Tomson Bianjian and Xiaolan Technology are both held by two social security funds. Minhe, Yisheng, Baichuan Energy, Tomson Bianjian, Feikai Materials, Jiejie Microelectronics and other stocks were all new shares of social security at the end of last year, among which Tomson Bianjian was added by the merger of social security 1 17 and social security 1 kloc-0/,with13.33 million shares respectively.

If some stocks are valued by private equity, QFII and social security institutions at the same time, it is more worthy of investors' attention. The reporter found that Sophia was in full swing at the end of last year by the National Social Security Fund 109 combination, Singapore Government Investment Co., Ltd. and Huaxin Trust Guo Xin No.38 Collective Fund Trust Plan. Changchun High-tech, Feikai Materials, Minhe Shares, Baichuan Energy and Hong Xin Electronics are all favored by two types of institutions. Among them, Changchun Hi-Tech is held by five institutions, which is the company with the largest number of institutions at present. Changchun Hi-Tech's annual report shows that the company's total operating income last year was 5.375 billion yuan, a year-on-year increase of 36.5438+0.03%, and its net profit was 65.438+0.06 billion yuan, a year-on-year increase of 52.05%.

(Article source: Public Securities News)