ta-logo=”https://img.36krcdn.com/20201021/v2_f791515cacf343f398a0645bf1cf69d8_img_000″ data-refer-type=”2″ href=”https://36kr.com/projectDetails/45892″ target=”_blank”>together Sheng Silicon Industry and Yun Aluminium have maintained their positions in Zijin Mining, with a stock market value of more than 3.8 billion.
Feng Liu’s action this quarter is still particularly eye-catching: buying a large amount of leading security stocksHikvision With a market value of more than 8 billion yuan, Hikvision once hit the daily limit on the day after this information was disclosed. The stock price rose 9.3% that day.
In addition, Feng Liu also bought Giant Network, Tongrentang, Guangqi Technology, Yutong Bus, etc. Each stock has a stock market value of more than 1 billion.
Hillhouse Capital’s position in WuXi AppTec has changed in the third quarter, and its subsidiary Liren Investment has newly acquired stocks in this quarter.Shanghai Electromechanical, with a stock market value of more than 400 million, is very important for Wuliangye has reduced its holdings.
Many Danshuiquan products withdrew from the Top ten in Wuyi, China List of shareholders of tradable shares, also reduced holdings and withdrew from the long-term holding Venus Star and Sanhuan Group.
In the third quarter, Panjing Investment added many new stocks, including Kibin Group, Pingmei Co., Ltd., Puli Pharmaceuticals, Ketuo Biotechnology, etc., among which Kibing Group and Pingmei Co., Ltd. rose by more than 40% in the third quarter of this year. p>
In addition, since the third quarter, the frequency of investigations by private equity institutions has not decreased, and many individual stocks have received the attention of multiple fund managers at the same time. For example, JingForest investment Jiang Jinzhi and Shibei Investment Hu Jianping both investigated Transsion Holdings in September. The stock has risen more than 70% since July this year.
Let’s take a look at some private equity positions first. (Please note that the new entry and exit mentioned in this article refer to the changes in the list of the top ten tradable shareholders of listed companies. Exit may not mean that the institution has been completely liquidated.)
Wu Renhao’s new entry into Guomao Co., Ltd., Shandong Heda
Sun Qingrui’s new entry into Jingsheng Electromechanical, Jieqiang Equipment, Matsui Stock
Zhuoliwei slightly reduces Huafeng spandex holdings
In the third quarter, Hillhouse Capital also withdrew from the competition.Easy Info Top Ten of Information and Golden Mile Medical List of major tradable shareholders.
Among them, since the third quarter of 2019, it has continued to reduce its holdings of Saiyi Information; however, after entering Jinyu Medical in the fourth quarter of 2019, its holdings have remained unchanged for a long time, and this time it has withdrawn from its top ten list. It does not mean that it has reduced its holdings of Jinyu Medical. It may be because other institutions have bought more.
In addition, Hillhouse’s positions in Conch Cement, Aier Ophthalmology, Tigermed, Glodon, and Gree Electric remain unchanged.
Fresh water spring
New to Quan Yin Hi-Tech
Reduction of Suken Agricultural Development, Beidahuang, Venus Star, Wuyi, China
Data source: wind, the market value of holding positions is as of the end of the third quarter, and the increase and decrease are as of October 30, 2020
In other tens of billions of private equity, Chongyang Investment slightly increased its shareholding in Chuantou Energy, reduced its holdings in Xinhecheng, and maintained its positions in Shanghai Jahwa, Yanjing Beer, and SDIC Power.
Jinglin Assets slightly reduced its holdings of Dahua shares in the third quarter of this year, but the stock market value at the end of the period still exceeded 600 million. In addition, its products have newly entered photovoltaic stocks Trina Solar, with a stock market value of about 120 million at the end of the period. It is the largest tradable shareholder of this stock.
The top ten tradable shareholders of Baoyin Investment’s newly entered stocks, Wannianqing, hold a stock market value of more than 30 million. This company is mainly engaged in the production and sales of Portland cement, commercial concrete and new wall materials. In addition, it has also entered new stocks Sinotrans and Tongji Technology.
Minority investments entered Fullhan Microelectronics in the third quarter, with a stock market value of more than 100 million. In addition, it also entered the list of the top ten tradable shareholders of CICC Environment and Tianrun Emulsion.
Yuanlesheng Assets has slightly increased the number of shares held by Jiechang Drive in the first quarter of this year. It is worth mentioning that in the fixed increase plan disclosed by Jiechang Drive in October this year, three Only the product received a total of 2,956,600 shares at a price of 60.88 yuan per share. In addition, Kaifeng Investment’s products have also been allocated 706,300 shares of this stock.
In the third quarter of this year, Kaifeng Investment once again entered the list of the top ten tradable shareholders of Sunnong Development, holding 6,396,100 shares and holding a stock market value of nearly 140 million.
Ningquan Assets, under the leadership of Yang Dong, entered Huaneng Hydropower in the third quarter. Shibei Investment slightly reduced its holdings of Kaishan shares.
Private equity research this year.
Mindray Medical, Hikvision, Antarctic e-commerce, and Goertek are receiving attention p>
After reading what the tens of billions of private equity institutions bought at the end of last year, let’s come to the top-notch private equity this year to focus on the types of research.
