Transfer from small and medium-sized new stocks to scientific and technological innovation board, an institution or a heavy position quilt cover

category:Finance
 Transfer from small and medium-sized new stocks to scientific and technological innovation board, an institution or a heavy position quilt cover


Recently, the reporter of daily economic news noticed that Guangdong Shangwei investment, which had long appeared in the list of small and medium-sized individual shareholders in A-share market, almost disappeared in this years three quarterly reports of many companies. However, there are obvious signs of the private placement transferring to the science and technology innovation board, and many of its products appear in the list of shareholders of science and technology innovation board listed companies such as Chuanyin holding, tiannai technology, yamashi.com and hotscape biology. In terms of the share prices of these listed companies on the science and technology innovation board, the decline of hot view biology and tiannai technology is more than 40% compared with the highest price, so the possibility of private quilt cover is quite large.

At present, it is only in the top ten of science and technology innovation board

Guangdong Shangwei investment appeared in the list of the top ten circulating shareholders of many listed companies before it transferred to science and technology innovation board. For example, when the semi annual report was disclosed this year, Guangdong Shangwei investment - Shangtai No. 1 securities investment fund appeared in the top ten circulating shareholders list of the second new share, azure biology, which was only listed in January this year, when the new investor held 336900 shares. However, according to the third quarter report of cerulean biology, the private placement has dropped out of the top ten circulating shareholders list.

At the end of the first quarter of this year, Guangdong Shangwei investment - Shangtai No.1 securities investment fund appeared in the list of shareholders of the second new share - Sunway, which was listed in March this year. At that time, new investors held 350000 shares, while Guangdong Shangwei investment - Sunway No.2 securities investment fund also held 150000 shares of Sunway. By the time of this years China News disclosure, Guangdong Shangwei investments two private funds had withdrawn from the top ten circulating shareholders of the stock.

Looking back to the previous data, the private placement products of Guangdong Shangwei investment also appeared in the top ten circulating shareholders list of sankeshu in 2018. However, in the 2018 annual report of sankeshu, the 828900 shares held by Guangdong Shangwei investment - Shangtai No. 1 securities investment fund have been withdrawn. In addition, the private placement products of Guangdong Shangwei investment also appeared in the top ten circulating shares of Hongxin electronics, Yaoshi technology, Jiudian pharmaceutical, etc.

According to the data of the fund industry association, Guangdong Shangwei investment was registered in the association on August 20, 2015, with legal representative Luo Junrui. According to his resume, Luo Junrui once served as the deputy general manager of Meizhou management headquarters of Guangdong securities, and the deputy general manager of Meizhou management headquarters of Anxin securities. Since June 2015, he has been the general manager of Guangdong Shangwei investment, responsible for the overall operation of the company and the formulation and implementation of investment decisions. At present, the private placement has been filed in the fund industry association with Shangpin 1, Shangpin 2, Shangtai 1 fund, financing capital Shangpin 3 asset management plan, Shangtai 2 fund, Huatai futures Shangpin 5 asset management plan, Huatai futures Shangpin 6 asset management plan, Shangtai 5 fund and other private placement products. Liang Shangwei is the main investor and manager of the company. He has rich practical experience in finance, securities and other fields. At the same time, he has unique views in the fields of retail, high-tech, information technology, network technology, environmental protection industry and media industry. Prior to the establishment of Guangdong Shangwei Investment Management Co., Ltd., Liang had many years of investment management experience and rich professional knowledge and practical experience in daily operation, financing merger and acquisition, risk management, audit evaluation and financial planning of the enterprise.

High probability quilt cover for 4 shares of scientific and Technological Innovation Board

The disclosure of the third quarterly report of the listed companies in the science and technology innovation board is coming to an end, and many of the third quarterly reports of the companies in the science and technology innovation board have seen the presence of private funds. Among them, there are 5 products under Chengquan capital holding 63264200 shares of Hanchuan intelligence in total. According to the closing price of 55.9 yuan at the end of the third quarter, they hold 35360000 yuan in total. Based on the closing price of 46.8 yuan as of October 30, the companys higher share price of 101 yuan fell by more than 53%, and Chengquan capital is more likely to be covered in heavy positions.

The reporter noted that in addition to Chengquan capital, Guangdong Shangwei investment also has a great possibility to take a heavy position in a number of individual shares of scientific and technological innovation board. The third quarter report of Chuanyin holdings shows that Guangdong Shangwei investment - Shangtai No. 1 securities investment fund has 200000 shares. According to wind data, the highest price in the first day of listing reached 69 yuan, while the closing price on October 30 was 44.44 yuan, down more than 35% from the highest price.

According to the third quarterly report of tiannai technology, Guangdong Shangwei investment - Shangtai No. 1 securities investment fund Xinjin holds 158900 shares. Data shows that the highest price of tiannai technology on the first day of listing was 56 yuan, while the closing price on October 30 was 29.86 yuan, down more than 46% from the highest price.

According to the third quarterly report of shanshi.com listed on September 30, Guangdong Shangwei investment - Shangtai No.1 securities investment fund holds 250000 shares. However, the stock price of shanshi.com did well: it closed at 44.80 yuan on the day of listing, and then rose in a wave, reaching a high of 62.03 yuan on October 23 and closing at 47.8 yuan on October 30.

It is worth noting that, according to the third quarter report of hotscape biology, Guangdong Shangwei investment has two major product positions, among which, Guangdong Shangwei Investment Management Co., Ltd. - Shangtai No. 1 securities investment fund Xinjin holds 750000 shares, accounting for 5.3% of the circulating shares; Guangdong Shangwei Investment Management Co., Ltd. - Shangtai No. 2 securities investment fund Xinjin holds 200000 shares. On the first day of listing, hot view biology rose to a maximum of 92.66 yuan, while the closing price on October 30 was 52.30 yuan, down more than 43% compared with the highest price.

In this regard, some private investors who do not want to be named told reporters that the science and technology innovation board launched this year has attracted great attention of market funds. Market funds are mining around the concept of science and technology innovation board, which makes the market produce a siphon phenomenon. At the same time, the downturn of the market also affects the hype enthusiasm of the sub new stock plate. After the listing of science and technology innovation board, due to the advantages of the system, the companies listed on science and technology innovation board in the early stage have a strong profit-making effect, attracting all kinds of funds in the market, but then the stock price of the companies listed on science and technology innovation board fell into adjustment after a short-term surge. At present, the overall valuation of science and technology innovation board is still on the high side, but it is not ruled out that some stocks in some industries have a valuation advantage, and investors need to have excellent stock mining ability.

Source: editor in charge of daily economic news: Yang bin_nf4368