Talking about niusan, the most talked about by the outside world is its superb stock selection ability. Judging from the performance in the first half of this year, niusan veterans who have been fighting for a long time can be said to have no less skill.
Second to none is Zhao Jianping, A-share niusan evergreen tree with the name of big brother of gem.
Despite the ups and downs of the A-share market, Zhao Jianping, who successfully passed through the cycle, continued to rise in the market value from 2003 to 2018, becoming a well-known big player in the A-share market.
According to the latest semi annual report, Shensi electronics, Huace navigation, microchip biology and other listed companies have their names in the list of top ten circulating shareholders.
Top 10 floating shareholders of China test navigation
Lets look at his long-term holding stocks -- China test navigation of communication plate. From the years trend, as satellite navigation concept stocks continued to strengthen, China Survey navigation also came out of a wave of beautiful market, so far this year, the stock price has increased by more than 70%. During this period, Zhao Jianping reduced his holdings in China test navigation in the first quarter. As of the semi annual report, Zhao Jianping still holds 1 million shares of the company.
In addition to the Chinese test navigation harvest is not poor, Zhao Jianpings new warehouse many stocks also perform well. For example, in the fourth quarter of last year, the companys share price hit a new low at the end of March, then fluctuated upward, and reached a new high in the middle of July. In the second quarter of this year, after a small reduction of 100000 shares in microchip, Zhao Jianping still ranked fifth in the list of top ten circulating shareholders of microchip.
Another example is Tianjian technology, which is engaged in the research and development of military products. Since its listing in March this year (August 7), its share price has been fluctuating upward. According to the first quarter report of Tianjian technology this year, Zhao Jianping holds 660000 shares of the company, ranking the seventh largest shareholder. In view of the fact that the semi annual report has not been released, if Zhao Jianpings shareholding situation has not changed since then, he has gained a lot in the stock.
The stock price trend of Tianjian technology since its listing in March this year
When it comes to niusan, we have to mention Xia Chongyang and Zhang Sufen, the most famous couple.
From the stock that Zhang Sufen has operated over the years, his operation style is that he prefers small and medium-sized stocks with the theme of asset restructuring, holds shares in the medium and long-term, and repeatedly bets on the restructured bull stocks. In the first quarter of this year, Zhang Sufen appeared in the top ten circulating shareholders of 17 companies, and in the second quarter, she stepped on double bull stocks.
For example, feiyada, whose main business is watch retail business, has maintained a growth rate of more than 20% in recent years. Although the first quarter of this year due to the impact of the epidemic, its net profit fell sharply, but Zhang Sufen quietly sneaked into feiyada in the second quarter. From July 1 to August 7, the share price of feiyada soared, up 100.46%. According to feiyadas latest semi annual report, Zhang Sufen holds 3.42 million shares of the company, ranking fourth in the list of top ten shareholders.
Zhang Shouqing, who became famous in the first World War because he successively won 30 limit boards of * ST Jiufa (now known as ruimaotong) in 2009, appeared in the semi annual reports of listed companies such as Puyang Huicheng and Fenghua shares.
As of the first half of this year, Zhang Shouqing held 1.125 million shares of Puyang Huicheng. Since the second quarter, the stock price of Puyang Huicheng has been rising, reaching a new high in recent three years in mid July.
In addition, even if the restructuring theme has dropped to freezing point in recent years, Zhang Shouqing is still enthusiastic about it. For example, Fenghua shares, which were suspended due to major asset restructuring, began to build positions in the third quarter of 2019 at a time when the share price of Fenghua shares experienced a downturn. Zhang Shouqing has been holding the shares since a small increase in the fourth quarter of last year. By the end of June this year, Zhang Shouqing held 1.9 million shares of the company, ranking as the ninth largest shareholder.
In addition, according to the first quarterly report of St mall, Zhang Shouqing is the ninth largest shareholder holding 1.88 million shares. On June 6 this year, the capped * ST mall issued a restructuring plan, that is, it plans to purchase 100% equity of Chongde property management (Shenzhen) Co., Ltd. by issuing shares. Since then, the * ST mall has continuously stepped out of five one word boards.
*Stock price trend of St mall since June 6
Rookie on stage
Thanks to the continuous rise of gold price and good performance, Chifeng golds stock price has been advancing rapidly since this year, while the low-key Niu Sanxiao Yiqun has quietly boarded this express train.
Stock price trend of Chifeng gold since this year
According to the semi annual report disclosed by Chifeng gold, as of the end of June this year, Xiao Yiqun was listed in the top ten circulating shareholders with the shareholding scale of 9.8236 million shares. Since Xiao Yiqun did not appear in the list of shareholders disclosed in the first quarter, it can be seen that his investment in Chifeng gold was concentrated in the second quarter. Although it is not clear about the specific purchase cost of Xiao Yiqun, the stock price of Chifeng gold entered the main wave after the completion of its position building, and has nearly doubled since July.
The reporter noticed that different from the traditional niusan which has a lot of money and more than 10 or more shares at the same time, Xiao Yiqun and other rookies usually only bet on one or two stocks (entering the list of the top ten circulating shareholders) due to the limited capital scale and other reasons. After buying Chifeng gold with such a large amount of money, Xiao Yiqun can get such a considerable income after buying Chifeng gold for several months Stock market strength.
In recent years, it is similar to the rapid rise of luanshui NiuQun, but it is not easy for him to get a long stock. From Suzhou gutechnetium, which was purchased in the fourth quarter of last year, to Yaguang technology, which built a warehouse in the first quarter of this year, both rose strongly during or after its purchase.
Since the second quarter, the increasingly marginalized st stock camp is also a bull market, and * ST Fenda is a typical one. Since May 7, this year, the stock price of * ST Fenda has been rising all the way after reaching the bottom, and has been more than doubled so far.
And two natural persons bought vigorously when the stock price of * ST Fenda was in the bottom area. According to the semi annual report, by the end of June, Zhi Yanqin and Chen Xiaofa joined hands to enter the top ten circulating shareholders of * ST Fenda, with shares of 25.4122 million shares and 16.6102 million shares respectively.
*List of the top ten circulating shareholders of St Fenda
The reporter noted that Zhi Yanqin had been listed as one of the top ten circulating shareholders of other listed companies as early as 2014, but then disappeared. Until this year, he joined hands with Chen Xiaofa to buy * ST Fenda and return to the A-share market. For Chen Xiaofa, investing in * ST Fenda is his first appearance in the A-share market.
Coincidentally, Yang Chunmin, a natural person, also appeared in the list of the top ten circulating shareholders of listed companies for the first time this year, and his choice target is the northern navigation. According to the semi annual report, Yang Chunmin held a total of 3.644 million shares of CNV at the end of the second quarter. With the recent boom in military stocks, the stock price of northern navigation has risen by nearly 60% since July, and Yang Chunmin has reaped high profits. Of course, in view of the lower entry threshold of the top 10 circulation shareholders in the second quarter of CNV, it is not ruled out that Yang Chunmin may be passively surfaced due to the reduction of other shareholders. There are many investment experts in the A-share market. For the new niusan, whether it depends on its own strength, listening to various news or luck, and what kind of investment style it is, we need to further observe. Ordinary investors can study and refer to it, but dont blindly follow suit. A private equity source said. Source: Yang Qian, editor in charge of Shanghai Securities News_ NF4425
Coincidentally, Yang Chunmin, a natural person, also appeared in the list of the top ten circulating shareholders of listed companies for the first time this year, and his choice target is the northern navigation.
According to the semi annual report, Yang Chunmin held a total of 3.644 million shares of CNV at the end of the second quarter. With the recent boom in military stocks, the stock price of northern navigation has risen by nearly 60% since July, and Yang Chunmin has reaped high profits. Of course, in view of the lower entry threshold of the top 10 circulation shareholders in the second quarter of CNV, it is not ruled out that Yang Chunmin may be passively surfaced due to the reduction of other shareholders.
There are many investment experts in the A-share market. For the new niusan, whether it depends on its own strength, listening to various news or luck, and what kind of investment style it is, we need to further observe. Ordinary investors can study and refer to it, but dont blindly follow suit. A private equity source said.