The second quarter came to an end, and the performance of tens of billions of privately held invisible stocks was settled.
Deng Xiaofeng, a well-known fund manager of Gaoyi Asset, captured many bull stocks such as Dongfang Cable, Huaqin Technology, Aibo Medical, etc., and the highest price rose nearly 50% in the second quarter!Minority Investment, Qinghequan Capital, Xuanyuan Investment and other institutions also have bull stocks in their hands.
With the recent rebound in the market, tens of billions of private equity funds have taken active actions, and many of the latest shareholding trends have been exposed one after another.
Deng Xiaofeng captured many bull stocks
Looking back on the second quarter, especially after entering May, the A-share market showed a rebounding trend, and sectors such as automobiles, military industry, and new energy rebounded greatly.Some tens of billions of privately held invisible heavyweight stocks also showed good performance.
The tens of billions of private equity minority investment, Xuanyuan Investment and Ningbo Ningju's common hidden heavyweight Glacier Network rose 53.80% in the second quarter.Founded in 2008 and listed in 2016, Glacier Network is a well-known online game company in China.
Judging from the holdings of Glacier Network, Minority Investment's minority Vientiane Update No. 27 holds 3,887,300 shares, ranking the second largest tradable shareholder.Ningju Yingshanhong No. 16, a subsidiary of Ningbo Ningju, holds 3,863,500 shares, ranking the third largest tradable shareholder.In addition, two products of Xuanyuan Investment are also among the top ten tradable shareholders.
Deng Xiaofeng of Gao Yi Assets has captured many big bull stocks in a row.The Gao Yi Xiaofeng No. 2 Zhixin Fund under its management ranks as the ninth largest tradable shareholder of Dongfang Cable, holding about 5.2 million shares.Dongfang Cable is a company dedicated to the design, R&D, manufacturing, installation and technical support of multi-field optical, electrical and composite cables.Since the end of April, the stock price of Dongfang Cable has continued to climb from less than 40 yuan per share to nearly 80 yuan per share.Throughout the second quarter, the company gained 49.52%.
In addition, Gao Yi Xiaofeng No. 2 Zhixin Fund and Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan managed by Deng Xiaofeng are the second and third largest tradable shareholders of Huaqin Technology, holding 860,000 shares and 760,000 shares respectively. share.In the second quarter, Huaqin Technology surged 46.61%.Deng Xiaofeng's newly-owned Aibo Medical also achieved a 39.00% increase in the second quarter.
Lizhong Group, an auto parts company held by Qinghequan Growth Phase II Securities Investment Fund under Qinghequan Capital, also achieved an increase of 47.02% in the second quarter.Previously, Zhuang Tao, chairman of Panjing Investment, Jin Tianzhen, founder of Yude Investment, and many well-known private equity companies such as Shibei Investment, Yude Investment, Juming Investment, Hongcheng Investment and Gaoxin Bainuo also intensively investigated the company. .
Over 40 billion privately held hidden stocks fell
However, several companies are happy and some are sad, and some private equity firms with tens of billions of yuan were greatly dragged down by invisible heavyweight stocks in the second quarter.Tianyu shares held by Abama Assets fell 38.88% in the second quarter.Several stocks in the pharmaceutical and biological industry that are heavily held in private equity of tens of billions of dollars, including Toujing Life, Zhendong Pharmaceutical and Chengda Pharmaceutical, fell sharply in the second quarter.
On the whole, of the 116 privately held stocks with tens of billions of dollars in the third-party platform statistics, 67 rose in the second quarter, and over 40% fell.
Recently, the latest trends of many tens of billions of private equity in the second quarter have also been exposed one after another.
On June 14, Huitai Medical announced the latest list of the top ten tradable shareholders.According to the announcement, Gao Yi Linshan No. 1 Yuanwang Fund managed by Feng Liu is among them, rising from the tenth largest tradable shareholder in the first quarterly report to the eighth largest tradable shareholder, increasing its holdings of this stock by 120,000 shares and holding a stock market value of about 3 billion.
From the perspective of stock price, Huitai Medical showed a "V"-shaped trend in the first half of this year. The stock price fell from 278.45 yuan per share on December 31, 2021 to 140.97 yuan per share on April 27.Since then, the stock has rebounded, and as of the close on June 27, the stock price was reported at 222 yuan per share.Feng Liu increased his positions in the second quarter, and there are obvious signs of bargain hunting.
On June 16, Anheng Information disclosed the information of the company's top ten shareholders and top ten unrestricted shareholders. Compared with the end of the first quarter of this year, Ge Weidong added more than 925,300 shares of Anheng Information.Ge Weidong has entered the top ten tradable shareholders of Anheng Information in the third quarter of 2020. Since the third quarter of 2021, Ge Weidong has continuously reduced his holdings in Anheng Information, and has recently started to increase his positions.
