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登顶公募基金头号重仓股,“宁王”交出答卷:第三季度净利增130%

At the top of the public offering fund, the number one heavy stock, "Ning Wang" handed over the answer: the net profit increased by 130% in the third quarter.

證券之星 ·  Oct 27, 2021 21:11

On the evening of October 27, the long-awaited "King of Ningde" Ningde era finally released the third-quarter results of 2021.

According to the announcement, the company's operating income in the first three quarters was 73.361 billion yuan, an increase of 132.73 percent over the same period last year. The company's net profit in the first three quarters was 7.751 billion yuan, an increase of 130.9 percent over the same period last year. Of which, revenue in the third quarter was 29.286 billion yuan, an increase of 130.73 percent over the same period last year, and net profit was 3.267 billion yuan, an increase of 130.16 percent.

As of today's close, Ningde Times rose 2.85% to 615.04 yuan per share, with a current market capitalization of 14300 yuan. According to statistics, the share price of Ningde Times has risen by 75.29% since the beginning of this year.

In fact, this performance may be very good on other lithium stocks, but for the "Ning Wang", which has a market capitalization of trillion yuan, it is not enough to look forward to the "Ning Wang". It's not so bad, but it's definitely not very good.

It is worth noting that up to now, the third-quarter report of the public offering fund has been disclosed, and the Ningde era has surpassed Guizhou Moutai to become the number one heavy stock in the fund.

Tianxiang statistics show that a total of 1225 funds hold heavy positions in the Ningde era, with a market capitalization of 117.1 billion yuan by the end of the third quarter. 1217 funds hold Guizhou Moutai with a market value of 109.2 billion yuan.

It is worth noting that this is the first time that Guizhou Moutai has not won the largest stock of public offering funds since the third quarter of 2019. However, although the Ningde era ranked among the largest stocks in public offering funds, it was also reduced by 2.757 billion yuan by public offering funds as a whole in the third quarter.

From the perspective of historical data, over the past few years, heavy positions in public offering funds have reflected the changes of the times. At the end of the second quarter of 2019, Guizhou Moutai overtook Ping An Insurance to become the number one heavy stock in the public offering fund, and firmly occupied the number one position in the fund in the following two years until the end of the second quarter of this year. Ping An Insurance, the favorite of the fund two years ago, has fallen out of the list of the top 50 positions in the fund at the end of the second quarter of this year.

It is worth noting that Hillhouse Capital, which is favored in the Ningde era, has reduced its holdings for two consecutive quarters.

Data show that after a sharp reduction of 7.9894 million shares in the second quarter, Hillhouse reduced its holdings again in this quarter, but the reduction was relatively small, reducing only 2.1987 million shares, or 4.91%.

The translation is provided by third-party software.


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