Since May, the A-share market has continued to pick up, and top fund managers have also been busy.
Billionaire Zhang Kun surveyed Bank of Ningbo on May 31, and well-known fund managers E Fund managers Feng Bo and Zhang Shengji also participated in the survey.Another survey conducted by Bank of Ningbo in May also attracted Jiao Wei from Yinhua Fund and Zhao Feng from Ruiyuan Fund.
In addition, well-known fund managers such as Deng Xiaofeng, Xie Zhiyu, and Cao Mingchang took action and were busy rushing to raise money from low positions.
Zhang Kun investigates Bank of Ningbo
On the afternoon of May 31, Bank of Ningbo held an online survey. On the list of participants, Zhang Kun, a top fund manager, was listed.Also participating in the survey were Feng Bo and Zhang Shengji, well-known fund managers of E Fund.
During the investigation, several fund managers including Zhang Kun had a detailed understanding of the opening plan of Bank of Ningbo branches, how to deal with changes in interest margins, and measures to promote the big wealth business.
In addition, Jiao Wei from Yinhua Fund, another well-known fund manager, also participated in another survey conducted by Bank of Ningbo in May.This survey brought together fund managers and researchers from many fund companies, private equity companies and overseas investment institutions, such as Zhao Feng from Ruiyuan Fund and Hu Jianping from Shibei Investment.
Since the second quarter, Zhang Kun has gone out to investigate listed companies many times.On April 28, Zhang Kun investigated the medical service company International Medicine to learn about its operation, performance and strategic planning.Since its survey, international medicine has increased by more than 20%.On April 16, Zhang Kun also investigated Hikvision.
Recently, many top fund managers have been busy.The survey records released by Shangsheng Electronics on May 5 showed that China-Europe Fund Ge Lan had attended the survey.In addition, since the second quarter, Xie Zhiyu of Industrial Securities Global has investigated Jianyou, Luxshare, Nanwang Technology, Xinhecheng, and Lianhua Technology; Liu Yanchun of Invesco Great Wall Fund has investigated Luxshare; Cinda Australia and Asia Fund Feng Mingyuan has investigated Beyondsoft, Guanghetong; Hu Xinwei of China Universal Fund investigated Sanquan Foods, Langzi, Sreipu and Weixing.
Top streamers are rushing to raise money
In addition to being busy with research, the top public and private companies are also rushing to raise funds.The latest shareholder shareholding information disclosed by a number of listed companies recently shows that the positions of many top fund managers have changed.
On June 3, AVIC announced the shareholdings of the top ten shareholders and the top ten tradable shareholders a day before the trading suspension due to planning a major asset reorganization.According to the announcement, as of May 26, the two products managed by Gaoyi Asset Deng Xiaofeng were ranked the seventh and eighth largest tradable shareholders of AVIC Electronics respectively.At the end of the fourth quarter of 2021, Deng Xiaofeng's products will enter the top ten tradable shareholders of AVIC, and will continue to increase their positions.The positions disclosed this time have also increased positions compared with the end of the first quarter. Currently, the two products hold about 20.9 million shares and 17.09 million shares respectively, with a total market value of about 800 million yuan.
Yi Jiahe, another robot concept stock, announced the latest top ten shareholders in late May due to repurchase matters.According to the announcement, as of May 17, the Xingquan Trend Investment Hybrid Fund managed by top fund manager Xie Zhiyu held 7.4658 million shares of Yi Jiahe, ranking the fifth largest tradable shareholder, adding about 1.19 million compared to the end of the first quarter. share.It is worth noting that since the fourth quarter of last year, Yi Jiahe's stock price has fallen from a high level, and Xie Zhiyu may have completed the rush to raise money at a low level.
In addition, the latest announcement from Jidong Cement shows that as of May 24, the China Europe Value Discovery Stock Fund managed by Cao Mingchang ranked the eighth largest shareholder in circulation, with an increase of about 300,000 shares compared to the end of the first quarter.Since the fourth quarter of 2021, Cao Mingchang has continued to increase his holdings in Jidong Cement.
(Editor in charge: Guan Jing)
