① Feng Liu has continuously reduced his holdings of Hikvision, Zhongju Hi-Tech, and Baofeng Energy, and increased his holdings of pharmaceutical and chemical stocks in the first quarter; ② Deng Xiaofeng reduced his holdings of Zijin Mining, Yunlu, and China Aluminum by 3 mining stocks and has withdrawn from the top ten tradable shareholders of Wanhua Chemical; ③ Qiu Guolu also continuously reduced his holdings in the mining industry Tiandi Technology.
Financial Services Association, April 28 (Reporter Feng Qijuan) With the disclosure of the first quarterly reports of listed companies coming to an end, position adjustments by famous players under Gao Yi Assets gradually surfaced. Overall, the top ten trading shareholders of many chemical and pharmaceutical stocks often have Gao Yi's assets.
In the first quarter of this year, Feng Liu, Deng Xiaofeng, and Zhuo Liwei were added to the top ten trading shareholders of Ruifeng New Materials, Naxinwei, and Yuntianhua respectively. Based on the average stock price for the first quarter, by the close of April 26, both chemical stocks had surging profits of more than 10%; Deng Xiaofeng lost about 15% due to the chip stock Nanoscale shares.
Following the reduction in holdings in the fourth quarter of last year, Feng Liu's Gao Yi Linshan No.1 Yuanwang once again reduced its holdings of Hikvision, Zhongju Hi-Tech, and Baofeng Energy in the first quarter of this year. In this quarter, Feng Liu reduced his holdings of Zhonghu Hi-Tech and Baofeng Energy by 58.33% and 40%, respectively.
Meanwhile, Feng Liu increased his holdings of a number of pharmaceutical and chemical stocks in the first quarter, including Kanghua Biotech, Longbai Group, Dongcheng Pharmaceutical, and Angel Yeast.
In the same quarter, Deng Xiaofeng's Gao Yi Xiaofeng 2nd Letter Fund and Gao Yi Xiaofeng Hongyuan reduced their holdings of 3 mining stocks, namely Zijin Mining, Yunlu, and China Aluminum. By the end of the first quarter, Deng Xiaofeng had reduced his holdings of the stock for 5 consecutive quarters. These 2 products reduced his holdings of Zijin Mining by a total of 158 million shares over 5 quarters. According to statistics, the cumulative increase in Zijin Mining's stock price in the past five quarters was 72.51%.
Furthermore, Gao Yi and Xiaofeng sent a letter to the Fund's top ten new tradable shareholders in Wanhua Chemical in the fourth quarter of last year, and withdrew from this ranks in the first quarter of this year.
By the end of the first quarter, Qiu Guolu's Golden Sun Gao Yi Guolu No. 1 Chongyuan Fund had also reduced its holdings of Tiandi Technology for 2 consecutive quarters. According to reports, mine safety is one of Tiandi Technology's business segments, and the cumulative increase in stock prices in the first quarter was 29.41%.
Feng Liu once again reduced his holdings in Hikvision, Zhongju Hi-Tech, and Baofeng Energy
In the first quarter of this year, Gao Yi Linshan No. 1 Yuanwang became the top ten tradable shareholders of Ruifeng New Materials for the first time, ranking fourth with a shareholding of 10.03 million shares, second only to Zhu Shaoxing's subsidiary Fuguo Tianhui. Ruifeng New Materials is mainly engaged in R&D and production of fine chemical products such as oil additives and carbonless paper colorants. The stock price of the stock fell 16.72% in the first quarter. Based on the average stock price of 40.93 yuan in the first quarter, Feng Liu invested about 409 million yuan in total.
Also, based on the closing price of 45.84 yuan on April 27, Feng Liu may have achieved a floating profit of nearly 12%.
Following the reduction of 8 million shares in the fourth quarter of last year, Gao Yi Linshan No. 1 Yuanwang once again reduced Hikvision's holdings by 16 million shares. Based on the average stock price for each quarter, Feng Liu cashed out 527 million yuan and 278 million yuan in the first quarter of this year and the fourth quarter of last year, respectively.
By the end of the first quarter, Gao Yi Linshan No. 1 Yuanwang had been among Hikvision's top ten tradable shareholders for 15 consecutive quarters. In addition, Feng Liu also reduced his holdings by 11.2 million shares and 35 million shares in the first and fourth quarters of 2021, respectively. Based on the average stock prices of 58.56 yuan and 51.77 yuan for the quarter, Feng Liu has already cashed out 6.225 billion yuan and 7.62 billion yuan respectively. After reducing Hikvision's holdings 4 times, Feng Liu has cashed out a total of about 14.65 billion yuan.
Compared to the end of last year, Gao Yi Linshan No. 1 Yuanwang drastically reduced its holdings of Zhonghu Hi-Tech by 21 million shares. Based on a rough calculation of the average price of 24.65 yuan/share in the first quarter, Feng Liu reduced his holdings of Zhonghu Hi-Tech and cashed out about 518 million yuan. As a result of the reduction in holdings, Gao Yi Linshan No. 1 Yuanwang also downgraded from the fourth largest tradable shareholder of Zhongju Gaoxin to the seventh-largest tradable shareholder.
Following the reduction of 10 million shares in the fourth quarter of last year, Feng Liu once again reduced his holdings of Baofeng Energy by 40 million shares in the first quarter of this year, reducing his holdings by 40%. Baofeng Energy's main business is to replace petroleum with coal to produce high-end chemical products. The cumulative increase in stock prices was 14.34% in the two quarters of continuous holdings reduction.
Compared to the end of last year, Gao Yi Linshan No. 1 Yuanwang increased its holdings of Angel Yeast by 350,000 shares, the vaccine stock Kanghua Biotech by 1 million shares, and the chemical stock Longbai Group's 8 million shares. In addition, after continuously reducing holdings by 20 million shares in the third and fourth quarters of last year, Feng Liu increased his holdings of Dongcheng Pharmaceutical by 6.5 million shares in the first quarter of this year.
Furthermore, Gao Yi Linshan No. 1 Yuanwang is still the top ten tradable shareholders of Shanghai Jiahua, Shunxin Agriculture, and Shengyi Technology, and its shareholding has not changed since the end of last year.
Deng Xiaofeng reduced his holdings of mining stocks by 3 and withdrew from Wanhua's top ten tradable shareholders
By the end of the first quarter, Gao Yi Xiaofeng 2nd Letter Fund and Gao Yi Xiaofeng Hongyuan had ranked among the top ten tradable shareholders of Zijin Mining for 19 consecutive quarters and 12 quarters, respectively. Following the first quarter of 2023, both products have reduced their holdings of this share for 5 consecutive quarters. The former reduced its holdings by 106 million shares, while the latter reduced its holdings by a total of 52.0565 million shares.
Zijin Mining is mainly engaged in the exploration and development of mineral resources such as gold, copper, zinc, lead, and lithium. The cumulative increase in stock prices over the past five quarters was 72.51%, and the stock price rose nearly 35% in the first quarter of this year.
In addition to this, Gao Yi Xiaofeng 2 Letter to the Fund, Gao Yi Xiaofeng Hongyuan also reduced their holdings of Yunlu shares, China Aluminum, and Ruike Laser in the first quarter. This quarter, Deng Xiaofeng's products reduced their holdings of Yunlu shares and China Aluminum by more than 30% and 20%, respectively.
After investigation, the cumulative stock price increases of these two aluminum stocks in the first quarter were 12.93% and 31.21%, respectively.
From the third quarter of last year to the first quarter of this year, Gao Yi Xiaofeng 2nd Letter Fund and Gao Yi Xiaofeng Hongyuan have all increased their holdings of Huafeng Chemical, a leader in fiber manufacturing, for 3 consecutive quarters. During this period, the two products increased their holdings by 13.021,000 shares and 1.247,200 shares respectively, for a total of 25.685 million shares.
In the first quarter of this year, Gao Yi and Xiaofeng sent a letter to the top ten trading shareholders of the fund's new chip stock, Nanochip Micro. The stock had a cumulative decline of 39.83% in the first quarter. Based on the average stock price of 112.63 yuan in the first quarter, Deng Xiaofeng lost about 15% on this stock as of the close of April 26.
Gao Yi Xiaofeng, one of the top ten tradable shareholders of Wanhua Chemical, was newly added to the Fund in the fourth quarter of last year, and withdrew from this group in the first quarter of this year.
In the first quarter, Deng Xiaofeng's products maintained the same number of shares previously held in individual stocks such as semiconductor materials stock Dinglong shares, polymer materials dividend Anlong, pharmaceutical stock Health Yuan, and glass fiber short stock China Jushi.
Qiu Guolu also reduced his holdings of mining-related stocks in the first quarter
Following a reduction of 1.364,200 shares in the fourth quarter of last year, Qiu Guolu once again reduced his holdings of this share by 5.5312 million shares in the first quarter of this year, a reduction ratio of nearly 25%. Jintaiyang Gao Yi Guolu No. 1 Chongyuan Fund also changed from the sixth largest tradable shareholder to the ninth largest tradable shareholder.
By the end of the first quarter, Qiu Guolu's Golden Sun Gao Yi Guolu No. 1 Chongyuan Fund had been ranked among the top ten tradable shareholders of Tiandi Technology for 12 consecutive quarters. For 8 consecutive quarters from the fourth quarter of 2021 to the third quarter of 2023, Qiu Guolu held 236.684 million shares of Tiandi Technology unchanged.
Another 10-billion-level private equity firm Guangdong Ruipu invests in 2 products. Ruixin Private Equity Investment Fund and Ruikang Private Equity Investment Fund all ranked among the top ten tradable shareholders of Xintiandi Technology in the first quarter.
Tiandi Technology has six major business segments, namely intelligent equipment, mine safety, clean and low-carbon, design and construction, green development, and emerging diversification. The cumulative increase in stock prices in the first quarter was 29.41%.
According to Tiandi Technology's 2024 quarterly report, the company's main revenue was 7.365 billion yuan, up 10.74% year on year; net profit to mother was 692 million yuan, up 10.78% year on year; after deducting non-net profit of 666 million yuan, up 9.45% year on year; debt ratio was 43.05%, and investment income was 43.723 million yuan.
Gao Yiliwei, a subsidiary of Zhuo Liwei, selected the top ten tradable shareholders of Yuntianhua, a new chemical stock in the first quarter of Weishi Fund. The cumulative increase in the stock price during the quarter was 21.67%. Based on the average stock price of 17.46 yuan for the first quarter, Zhuo Liwei had surplus of about 17% as of April 26.
Furthermore, Gao Yi Liwei's Selected Weishi Fund has been ranked among the top ten tradable shareholders of the pesticide stock Yangnong Chemical for 4 consecutive quarters. There was no change in shareholding in the first quarter of this year or the fourth quarter of last year.
In the same quarter, Sun Qingrui's Gao Yi Qingrui No. 6 Ruihang Fund added the top ten tradable shareholders of Morikirin tire shares.