With the 2017 listed companies have published three quarterly reports, the national team's investment map began to surface. "Securities Daily" Market Research Center According to data statistics found that as of yesterday, has been disclosed in the three quarterly listed companies in Shanghai and Shenzhen, a total of six companies in the top ten shareholders of tradable shares in the Central Huijin Asset Management Co., Ltd. , China Securities Finance Co., Ltd. as the representative of the national team figure.
Click to view the chart of holdings of the company (Source: Eastern Fortune Network)
Click to view the holdings of Huijin Company (Source: Eastern Fortune Network)
Specifically, the three quarterly disclosure shows that in the six companies, the national team holds the largest number of trust trust shares, reaching 19932 million shares, Wanhua Chemical and China Boulder and other two stocks of the national team holdings are also in 3000 Million shares, respectively: 4201.63 million shares, 3645.00 million shares, in addition, the national team holds Qianshan medicine machine, Jiangshan shares, Zhongyuan Special Steel and other three stocks of the national team holdings were: 927.66 million shares, 612.60 million shares , 541.15 million shares.
It is worth mentioning that the third quarter of 2015, the national team has appeared in the top six stocks of the top ten shareholders of tradable shares during the period although experienced varying degrees of increase and decrease operations, but never quit, as of now has been 9 Quarterly.
The national team adhere to the performance of six stocks generally better, of which, Jiangshan shares, Wanhua Chemical, Qianshan medicine and other three stocks three quarterly net profit year on year increase of more than 100%, respectively: 979.41%, 212.41% 135.27%, China Boulder and Anxin Trust three quarterly net profit also achieved year-on-year growth, respectively: 35.88%, 22.27%.
In the national team optimistic and performance highlights the double benefit, the trust, China Stone, Qianshan medicine and other three stocks to start the first, since October stock prices have achieved varying degrees of rise, during the cumulative increase were: 6.56%, 3.84% , 2.18%.
Anxin Trust three quarterly disclosure shows that the first three quarters of the company operating income of 4.197 billion yuan, net profit of 2.825 billion yuan, respectively, year on year increase of 19.40%, 22.27%. The top ten shareholders of tradable shares, China Securities Finance Co., Ltd. in the third quarter holdings of 5268.36 million shares to 15803.48 million shares; Central Huijin Asset Management Co., Ltd. in the third quarter holding company shares 4128.52 million shares, compared with the previous period Has not changed. The national team shareholding from the previous period of 5.87% to 7.98%. Anxin Trust's outstanding performance has also been recognized by the broker, the last 1 month, there are five brokers to give Anxin Trust "buy" or "overweight" and so optimistic about the rating.
In addition to the letter trust, the Chinese boulder, Wanhua Chemical and other two stocks are also concerned about the higher, the last 1 month, the broker to give "buy" or "overweight" and so optimistic about the number of ratings were: 16, 8 home.
After the National Day into the annual listing of three quarterly disclosure period, every regular report disclosure season, the national team, institutional holdings of the trend of concern. From 16 onwards, we take you throughout the three quarterly review of the institutional funds behind the whereabouts.
From the historical experience, if a listed company three quarterly performance is better, then the company's annual performance can be basically guaranteed. As of October 16 closing, Shanghai and Shenzhen City, a total of 30 listed companies issued three quarterly. In this one, there are more stocks announced the "main funds" trend.
In the third quarter, six stocks were sold by Central Huijin Asset Management Co., Ltd. (hereinafter referred to as "Central Huijin"), and the number of shares held was unchanged. Among them, the central Huijin ranked Jiangxia shares the fourth largest shareholder, holding the proportion of 2.06%; Zhongyuan Special Steel's third largest shareholder, the proportion of 1.08% stake; Qianshan medicine the sixth largest shareholder, holding ratio of 2.57% The sixth largest shareholder, the proportion of holding 1.25; trust the ninth largest shareholder of the trust, holding 0.91%; Wanhua Chemical's fourth largest shareholder, holding 0.94% stake.
It is noteworthy that the letter trust by the certificate company holdings 5268.36 million shares, the shareholding in the total share capital in the second quarter rose from 2.31% to 3.47% at the end of the third quarter.
In addition, the social security fund in the third quarter also action. The third quarter of the social security fund holdings of Fuling Power, and the torch technology, Wanhua Chemical, three trees continue to hold.
Click to view the social security fund positions(Source: Eastern Fortune Network)
From the industry point of view, the national team Shigekura these stocks in addition to trust trust belongs to the financial industry, other enterprises are located in the manufacturing and chemical industries. From the performance point of view, the national team ahead of the layout or holdings of the nine stocks, in addition to the Central Plains special steel, torch technology performance decline in the third quarter, the other seven stocks are a substantial increase in performance, chemical companies Jiangshan shares and Wanhua Chemical The first three quarters of net profit rose to 979.41% and 212%, Qianshan medicine before the third quarter net profit rose 135.27%.
It is noteworthy that there are two companies in the third quarter was "main" abandoned. Social security fund three groups at the same time withdraw from the flag foreshore group, and in the semi-annual report, the National Social Security Fund four one or two shares holding 2259.19 million shares, the National Social Security Fund 1055 shares held 1876.22 million shares, the National Social Security Fund Portfolio holding 1199.99 million shares, respectively, among the top 10 shareholders in the first 4,5 and 8.
October 10, the flag of the Group announced the first three quarterly Shanghai Stock Exchange, the announcement shows that from January to September Qiu Bin Group to achieve operating income of 5.493 billion yuan, an increase of 15.88%; attributable to shareholders of listed companies net profit of 825 million yuan , An increase of 90.89%; basic earnings per share of 0.3159 yuan.
In addition, the newspaper reported that the new black cattle food social security portfolio in the third quarter out of the top ten outstanding shareholders.
Data show that the transition from the food business to the electronic business of black cattle food three quarterly financial indicators fell. Announcement shows that the company in January-September 2019 to achieve operating income of 20.4363 million yuan, down 86.03%; attributable to shareholders of listed companies net profit -6093.47 million, down 227.4%. Black cattle food said the cause of significant changes in the performance of the reason is "2016 to complete the original food and beverage business stripping, 2016 new subsidiary of the cloud Valley Gu'an and Bazhou cloud valley is currently in the construction period, the contribution of limited revenue" The (Source: Securities Times)
National team related funds
|Fund code||Fund abbreviation||Nearly six months income||Fee||operating|
|001683||China New Economy Mixed||9.69%||1.20%||buy Open an account to buy|
|001772||Southern consumption vitality||9.11%||1.50%||buy Open an account to buy|
|001773||Merchants Fengqing Mix||9.09%||1.50%||buy Open an account to buy|
|001620||Castrol new opportunities mixed launch||8.26%||1.50%||buy Open an account to buy|
|001769||Yi Fangda Rui Hui mixed start||5.71%||0.60%||buy Open an account to buy|
Source: Eastern Fortune Choice, Galaxy Securities, due date: 2017-10-16
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