There are more than 140 institutions pouring into the company, and Chen Guangming is also unforgettable

category:Finance
 There are more than 140 institutions pouring into the company, and Chen Guangming is also unforgettable


Ruiyuan fund also appeared on the research list twice. On July 25, Yang Weizhou of Ruiyuan fund participated in the survey. On the record sheet of investor relations activities of Hikvision from July 27 to August 10, Ruiyuan fund continued to participate in the investigation, and Chen Guangming personally launched the investigation.

It is worth noting that this is also the second time that Chen Guangming has participated in the research of listed companies this year. In March, Chen Guangming, Fu Pengbo and Yang Weizhou investigated Lixun precision. As of the end of the second quarter, Lixun precision is the fourth largest heavy position stock of Ruiyuans growth value.

In addition, a number of foreign-funded institutions appeared on the list of two surveys. For example, Hanya investment, BlackRock, sgic, etc.

Northward funds are very popular

In addition to gathering companies to conduct research, various institutions also play games in the secondary market.

In addition, on July 27, Hikvision was listed on the dragon and tiger list for the first time in a year because of the 7% deviation of the days increase.

Among the top five buying seats, Shenzhen Stock connect ranked first, with a net purchase of RMB 770 million and an institutional seat of RMB 259 million. However, among the top five in terms of sales volume on that day, there were also two institutional seats, with a total of 288 million yuan sold.

Hikvision is Dongfanghongs long-term favorite

According to Tianxiang investment consulting data, as of the end of the second quarter, Hikvision was also one of the top 50 heavy positions of public funds, with 84 funds (excluding bond funds and index funds) holding 217 million shares of Hikvision.

Among them, Dongzheng asset management, Jingshun Great Wall Fund and Dacheng Fund held more than 10 million shares of Hikvision, especially Dongzheng asset management. As of the end of the second quarter, it held 153 million shares, accounting for more than 70% of the total number of shares held by all funds (excluding bond funds and index funds).

Name of fund company

After leaving Dongzheng asset management to establish Ruiyuan fund, Chen Guangming also specifically mentioned the investment logic of Dongzheng asset management to Hikvision in an internal speech at the end of 2019.

How did the market reach the top and bottom? For example, in 2007, 70 times of PE, all the returns are expected to the future annual economic growth of more than 10 points, which is impossible. How can GDP continue to grow at a rate of more than 10 points. At that time, we were selling all the way, and we would never buy again easily. For example, when the market value of Hikvision dropped to 90 billion in 2015, we had been buying it for three months every day. This is the bottom. If only a few people buy it, the stock price will rise. Secondly, I dont need to guess who will take over the baton. This stock and the company are very good, and the return is very high. I dont have to think about who will pick up my baton. Even if no one takes over, it doesnt matter, because it may have a high dividend, and the company will buy back its own shares, so why not buy them? Source of this article: Yang Bin, editor in charge of Shanghai Securities News_ NF4368

How did the market reach the top and bottom? For example, in 2007, 70 times of PE, all the returns are expected to the future annual economic growth of more than 10 points, which is impossible. How can GDP continue to grow at a rate of more than 10 points. At that time, we were selling all the way, and we would never buy again easily. For example, when the market value of Hikvision dropped to 90 billion in 2015, we had been buying it for three months every day. This is the bottom. If only a few people buy it, the stock price will rise. Secondly, I dont need to guess who will take over the baton. This stock and the company are very good, and the return is very high. I dont have to think about who will pick up my baton. Even if no one takes over, it doesnt matter, because it may have a high dividend, and the company will buy back its own shares, so why not buy them?