With the three quarterly reports of listed companies in 2017, the investment charts of the national team began to surface. "Securities Daily" Market Research Center found that according to statistics, as of yesterday, among the listed companies in the Shanghai and Shenzhen stock markets that have disclosed the three quarterly reports, there are a total of six companies in the list of the top ten tradable shareholders, the Central Huijin Asset Management Co., Ltd. The national team represented by China Securities Finance Co., Ltd., etc.
Click to view the securities company's shareholding chart (Source: Eastern Fortune Network)
Click to view Huijin company's shareholding chart (Source: Eastern Fortune Network)
Specifically, the disclosure of the three quarterly reports shows that among the above six companies, the national team holds the largest number of shares in Anxin Trust, reaching 93,200 shares, and the number of shares held by Wanhua Chemical and China Jushi is also 3,000. More than 10,000 shares, respectively: 4,201.63 million shares, 36.45 million shares, in addition, the national team holding Qianshan Pharmaceutical Machinery, Jiangshan shares, Zhongyuan Special Steel and other three national stocks holding shares: 927.66 million shares, 61.6 million shares , 5,411,500 shares.
It is worth mentioning that in the third quarter of 2015, the national team has already appeared in the list of the top ten tradable shareholders of the above six stocks. Although it has experienced different levels of increase and decrease operations during the period, it has never withdrawn, and has adhered to it until now. Quarters.
The performance of the six stocks that the national team adhered to was generally good. Among them, the net profit of the three stocks of Jiangshan, Wanhua Chemical and Qianshan Pharmaceutical Machinery increased by more than 100% year-on-year, respectively: 979.41%, 212.41%, 135.27%, China Jushi and Anxin Trust's third-quarter net profit also achieved year-on-year growth, respectively: 35.88%, 22.27%.
Under the optimistic national team performance and outstanding performance, three stocks including Essence Trust, China Jushi and Qianshan Pharmaceutical Machinery took the lead. Since October, the stock prices have risen to different degrees. The cumulative increase during the period was 6.56% and 3.84% respectively. , 2.18%.
The third quarterly report of Essence Trust revealed that the company's operating income for the first three quarters was 4.197 billion yuan, and net profit was 2.825 billion yuan, up 19.40% and 22.27% year-on-year respectively. For the top ten tradable shareholders, China Securities Finance Co., Ltd. increased its holdings of the company's shares by 5,268.36 million shares to 158,034,800 shares in the third quarter; Central Huijin Asset Management Co., Ltd. held 41,285,200 shares of the company in the third quarter, compared with the previous period. No change has occurred. The shareholding ratio of the national team increased from 5.87% in the previous period to 7.98%. The outstanding performance of Essence Trust has also been recognized by brokers. In the past one month, five brokers have given Essence Trust a “buy” or “overweight” rating.
In addition to the Essence Trust, China's Jushi, Wanhua Chemical and other two stocks are also more concerned. In the past one month, the brokers have given “buy” or “overweight” optimistic ratings: 16 8 homes.
After the National Day, it entered the annual disclosure period of the listed company's three quarterly reports. During the regular report disclosure season, the national team and institution's shareholding trends have received much attention. From the 16th, we will take you through the process of interpreting the institutional funds behind the three quarterly reports.
From the historical experience, if a listed company's three quarterly results are better, then the company's annual performance can basically be guaranteed. As of the close of October 16, a total of 30 listed companies in the Shanghai and Shenzhen stock exchanges released the third quarterly report. Among them, there have been many stocks that announced the trend of “main capital”.
In the third quarter, six stocks including Jiangshan Co., Ltd., Zhongyuan Special Steel, Qianshan Pharmaceutical Machinery, China Jushi, and Anxin Trust were held by Central Huijin Asset Management Co., Ltd. (hereinafter referred to as “Central Huijin”), and the number of shares remained unchanged. Among them, Central Huijin is ranked as the fourth largest shareholder of Jiangshan Co., Ltd., with a shareholding ratio of 2.06%; Zhongyuan Special Steel's third largest shareholder, with a shareholding ratio of 1.08%; Qianshan Pharmaceutical Machinery's sixth largest shareholder, with a shareholding ratio of 2.57%; China Boulder The sixth largest shareholder, the shareholding ratio is 1.25; the ninth largest shareholder of Essence Trust, the shareholding ratio is 0.91%; the fourth largest shareholder of Wanhua Chemical, the shareholding ratio is 0.94%.
It is worth noting that Essence Trust received a large increase of 52,868,600 shares by the securities company, and the proportion of shares held in the total share capital rose from 2.31% in the second quarter to 3.47% at the end of the third quarter.
In addition, the social security fund also has actions in the third quarter. In the third quarter, the Social Security Fund increased its holding of Fuling Power and continued to hold it to Juhua Technology, Wanhua Chemical and Sanshu.
Click to view the position of social security fund(Source: Eastern Fortune Network)
From the industry point of view, these stocks of the national team's heavy positions are not only in the financial industry, but also in the manufacturing and chemical industries. In terms of performance, among the 9 stocks that were laid out or increased by the national team in advance, except for the third-quarter results of Zhongyuan Special Steel and Juhua Technology, the performance of the other seven stocks increased significantly, among which the chemical companies Jiangshan and Wanhua Chemical In the first three quarters, the net profit increased by 979.41% and 212% respectively, and the net profit of Qianshan Pharmaceutical in the first three quarters also reached 135.27%.
It is worth noting that two companies were abandoned by the “main force” in the third quarter. The three groups of social security funds simultaneously withdrew from Qibin Group, and in the semi-annual report, the National Social Security Fund held a total of 22,519,900 shares in the joint portfolio, and the national social security fund had a shareholding of 1,872,200 shares and the National Social Security Fund. The combination holds 119.999 million shares and has ranked 4th, 5th and 8th among the top 10 shareholders.
On October 10, Qibin Group announced the first three quarterly reports of Shanghai Stock Exchange. The announcement shows that from January to September, Qibin Group achieved operating income of 5.493 billion yuan, a year-on-year increase of 15.88%; net profit attributable to shareholders of listed companies was 825 million yuan. , a year-on-year increase of 90.89%; basic earnings per share of 0.3159 yuan.
In addition, the Social Security 104, which reported the new black beef food, retired from the top ten tradable shareholders in the third quarter.
The data show that the financial indicators of the three quarterly reports of the black cattle food that is undergoing transformation from food enterprises to electronic enterprises have declined. The announcement shows that the company's operating income from January to September 2017 was 20.4363 million yuan, down 86.03% year-on-year; the net profit attributable to shareholders of listed companies was -609.347 million yuan, down 227.4% year-on-year. According to Black Cattle Foods, the reason for the significant change in performance was the completion of the divestiture of the original food and beverage business in 2016. The newly established subsidiaries in 2016, Yungu Gu'an and Bazhou Yungu are currently under construction, with limited revenue contribution. . (Source: Securities Times)
National team related fund
|Fund code||Fund abbreviation||Nearly June earnings||Handling fee||operating|
|001683||China New Economy Mix||9.69%||1.20%||buy Account opening|
|001772||Southern consumption||9.11%||1.50%||buy Account opening|
|001773||Merchants Fengqing Mix A||9.09%||1.50%||buy Account opening|
|001620||Harvest's new opportunity mixed initiative||8.26%||1.50%||buy Account opening|
|001769||Yi Fangda Ruihui mixed sponsor||5.71%||0.60%||buy Account opening|
Source: Eastern Fortune Choice data, Galaxy Securities, deadline: 2017-10-16
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