Financial Services Association, June 1 (Reporter Feng Qijuan) As the repurchase announcements of listed companies continue to be disclosed, position adjustment operations by institutional investors since the second quarter have initially surfaced.

After becoming one of the top ten shareholders of Yili Co., Ltd. in the first quarter of this year, Zhang Kun's E-Fangda Blue Chip Select increased its holdings of the stock in April and May. Based on a rough calculation of the average price, Zhang Kun spent about 61.1 million yuan to increase his holdings of Yili shares since the second quarter; following the reduction in holdings in the first quarter, Lin Yingrui's two products continued to reduce their holdings. As of May 9, Lin Yingrui reduced his holdings of Wangfujing by a total of 145.738 million shares during the year.

Zhu Shaoxing, as well as Ge Lan and Wu Xingwu, who were famous for their pharmaceutical investments, all reduced their holdings of pharmaceutical stocks in the second quarter. After the first quarter, Gülen's China-Europe Healthcare reduced its holdings of Hengrui Pharmaceuticals and Kanglong Chemical, and Wu Xingwu's Guangfa Healthcare reduced its holdings in international medicine; Zhu Shaoxing's Fuguo Tianhui Select grew and reduced its holdings of Jinyu Medical. While ranking among the top ten shareholders of the stock, the difference in the stock price between the beginning and end was over 60%.

Since the second quarter, Qiu Dongrong has withdrawn from the top ten shareholders of Jingxing Paper. Fu Pengbo's Ruiyuan Growth Value has all withdrawn from the ranks of the top ten shareholders of Tongwei Shares and Xinzhoubang. Jin Yuanshun An Yuanqi, a subsidiary of Miao Weibin, who was once called the “foundation” by the market, also withdrew from the top ten shareholders of the Institute of Construction Research in April. It is worth noting that during the period when Ruiyuan's growth value ranked among the top ten shareholders, there was a difference of over 60% between the highest and lowest points of Tongwei Shares and Xinzhoubang's stock prices.

At this stage, Goldman Sachs has joined the top ten new small-cap shareholders of Klaus, Ruochen, and Guangbo Co., Ltd. At the same time, leading brokerage firms such as CITIC Construction Investment and Guotai Junan, as well as a number of 10 billion private equity operations such as Chongyang Strategic Fund, Abama Investment, Xuanyuan Investment, and Panjing Investment, have also been revealed.

Warehouse transfer operations revealed by Zhang Kun, Qiu Dongrong, and Fu Pengbo

As of May 10, Zhang Kun's E-Fangda Blue Chip Select has increased its holdings of Yili shares by a total of 2.2 million shares since the second quarter. According to rough calculation of the average price, the total investment is about 61.1 million yuan. Specifically, Zhang Kun increased his holdings of Yili shares by 2 million shares in April, with an average price of 27.71 yuan; in May, his holdings were increased by 200,000 shares, with an average price of 28.4 yuan.

Retrospective findings show that from the third quarter of 2022 to the second quarter of last year, E-Fangda Blue Chip Select ranked among the top ten shareholders of Yili shares for 8 consecutive quarters, and the number of shares held at 116 million yuan remained unchanged for many quarters. In the first quarter of this year, E-Fangda Blue Chip Select once again became the top ten shareholders of this stock, holding 55 million shares, down 60.9999 million shares from the previous one.

Following Wangfujing's holdings reduction in the first quarter, Guangfa Fund Lin Yingrui continued to reduce his holdings in the second quarter. As of May 9, GF Ruiyi Leading and GF Value Leading reduced their holdings of the stock by 10.5095 million shares and 4.064,300 shares respectively during the year.

Zhonggeng Value, a subsidiary of Qiu Dongrong, joined the top ten new shareholders of Jingxing Paper in the first quarter. As of May 17, Zhonggeng Value Leader had withdrawn from the ranks.

In April of this year, Fu Pengbo's Ruiyuan Growth Value all withdrew from the top ten shareholders of Tongwei Shares and Xinzhoubang. During the period when Ruiyuan Growth Value ranked among the top ten shareholders, Tongwei Shares and Xinzhoubang had the highest stock prices of 65 yuan and 87.34 yuan respectively, and the lowest points were 22.3 yuan and 33.25 yuan. Both stock prices fell by more than 60%.

After continuously reducing its holdings by more than 2 million shares in the fourth quarter of last year and the first quarter of this year, Ruiyuan Growth Value has withdrawn from the top ten shareholders of Tongwei Co., Ltd. By the end of the first quarter, Fu Pengbo had been among the top ten shareholders of the stock for 6 consecutive quarters.

Since the first quarter of last year, Fu Pengbo has reduced his holdings of Xinzhoubang by a total of 5.886,900 shares for 5 consecutive quarters. In the third quarter of 2019, Ruiyuan Growth Value ranked among the top ten shareholders of the stock for the first time. From the first quarter of 2020 to the first quarter of this year, the product has also ranked among the top ten shareholders of Xinzhoubang for 17 consecutive quarters.

In addition to Fu Pengbo, Oriental Fund Li Rui has also been one of Xinzhoubang's top ten shareholders for several consecutive quarters. In May of this year, his holdings of this share were reduced by nearly 490,000 shares.

Jinyuan Shunan Yuanqi, a subsidiary of Miao Weibin, who was once called the “foundation” by the market, withdrew in April after entering the top ten shareholders of the Institute of Construction Research in the first quarter of this year. Jin Yuan Shun An Yuan Qi is famous for favoring microcapitalization stocks and diversifying its holdings. The latest market value of the Institute of Construction Research is 1.7 billion yuan. Since its listing, there have been few institutional investors among the top ten shareholders. Feng Mingyuan's Xinao New Energy Industry Stock has ranked among them.

Zhu Shaoxing and Ge Lan are all reducing their holdings of pharmaceutical stocks

In the first quarter of this year, Fuguo Tianhui Select, a subsidiary of Zhu Shaoxing, grew into the top ten shareholders of Qianwei Yang Chef, a newly prepared cuisine individual stock. In April, Zhu Shaoxing increased his holdings of the stock by 200,000 shares to 1,3093 million shares. The first round of fixed increases has been completed after the listing. According to the January announcement, Fuguo Tianhui Selected Growth was eventually allocated 734,700 shares. However, since the new shares were issued and listed, Zhu Shaoxing has lost more than 20%.

Since the beginning of the year, Zhu Shaoxing has cashed out about 163 million yuan in reducing his holdings of Jinyu Medical through Fuguo Tianhui Select Growth. After reducing Jinyu Medical's holdings by 1.927 million shares in the first quarter, Zhu Shaoxing once again reduced his holdings of the stock by 1.1 million shares in the past half of April. Based on the average price of 57.48 yuan in the first quarter, Zhu Shaoxing cashed out 109 million yuan; in early April, the average stock price was 4937 yuan, cashing out 54.307 million yuan.

In the first quarter of 2023, Fuguo Tianhui selected the top ten new shareholders of Jinyu Medical. The average stock price for the quarter was 84.04 yuan. On February 17 of the same year, the intraday stock price rose to 91.13 yuan, the highest stock price in the past two years. Since then, the overall stock price of Jinyu Medical has fluctuated downward. In April and May of this year, Jinyu Medical's stock price has dropped nearly 40% cumulatively. On May 31, the stock fell to 33.8 yuan in the intraday period, the lowest point since 2021. From the high of 91.13 yuan, it has already fallen by more than 60%.

As of April 9, products owned by the China-Europe Fund still occupy 4 seats among the top ten shareholders of Tongce Healthcare. Compared to the first quarter, Gülen's holdings of China-Europe Healthcare and Zhou Weiwen's three products have not changed since the second quarter.

Compared to the first quarter, Gülen's Sino-European Healthcare continued to reduce its holdings of Hengrui Pharmaceuticals and Kanglong Chemical since the second quarter.

From the third quarter of 2022 to the fourth quarter of 2023, Gülen continuously increased its holdings of Hengrui Pharmaceuticals by a total of 56.6849 million shares. Over the past six quarters, the stock price has increased by more than 23% cumulatively. By the first quarter of this year, Gülen reduced its holdings of the stock by 4,513,400 shares. As of May 15, Gülen once again reduced its holdings of the stock by 2.1203 million shares since the second quarter.

After significantly increasing its holdings of Kanglong Chemical by 246.562 million shares in the third quarter of last year, Gülen continuously reduced its holdings of this stock by a total of 2,529,900 shares in the fourth quarter of last year and the first quarter of this year. In April of this year, Gülen once again reduced its holdings of the stock by 224,400 shares. According to statistics, in the third quarter of last year, when Gülen drastically increased its holdings of Kanglong Chemical, the cumulative increase in stock prices was 22.83%; the cumulative decline in stock prices in the first quarter and April of this year was 29.71%, respectively. 3.04%

As of May 15, Wu Xingwu's Guangfa Healthcare has reduced its holdings of international medical shares by 9.113,000 since the second quarter. Also the top ten shareholders of the stock, Zheng Lei's Huitianfu Innovative Pharmaceutical reduced its holdings of the stock by 989,200 shares in April, while Zhao Bei's ICBC Frontier Medical remained unchanged at the end of the first quarter.

In the first quarter, Sanyou Medical's newly integrated health industry was managed by Wan Minyuan, holding 5.759 million shares. As of April 25, the product had increased its holdings of the stock by a small amount of 52,200 shares.

Goldman Sachs has added 3 small cap stocks to the top ten shareholders

Compared to the end of the first quarter, Goldman Sachs has joined the top ten shareholders of Klaus, Ruoyu Chen, and Guangbo since the second quarter, and Citigroup Global Finance has also become the top ten new shareholders of Kraus. After investigation, Goldman Sachs, CITIC Securities, and Huatai Securities were equal to the top ten shareholders who withdrew from Guangbo Co., Ltd. in the first quarter of this year.

In terms of market capitalization, Klaus, Ruohuchen, and Guangbo shares are all small-cap stocks, and their market capitalization does not exceed 3 billion yuan. In terms of main business, Guangbo Co., Ltd. is one of the leading enterprises in the domestic stationery industry; Klaus is mainly engaged in R&D and production of plastic machinery, rubber machinery and chemical equipment, and the actual controller is the State Council's State-owned Assets Administration Commission; Ruo Yu Chen's main business is brand management and proxy operation.

In April of this year, Morgan Stanley withdrew from the top ten shareholders of Leber Technology, an individual consumer electronics stock, and Barclays Bank reduced its holdings by 1791,000 shares, a reduction of nearly 18%. Both of these foreign-funded institutions were among the top ten new shareholders of the stock in the first quarter of this year.

As of April 18, Cathay Pacific Junan increased its holdings of Anfu Technology by 1.108,900 shares compared to the first quarter. Based on the average stock price of 44.08 yuan at this stage, Cathay Pacific Junan increased its position investment in April by about 488.803 million yuan.

Also in April, out of CITIC Construction Investment's top ten new shareholders of Hongdou Co., Ltd., Kuang Investment Properties all withdrew from the ranks, and the 10-billion-level private equity investment and shareholding remained unchanged. According to the China Foundation Association, Kuan Investment Industrial was established in December 2014 and currently has a management scale of 5 billion to 10 billion yuan.

After sorting through, the second-quarter position adjustment operations of a number of 10 billion private equity firms, such as Chongyang Strategy, Abama Investment, Xuanyuan Investment, and Panjing Investment, have also been revealed.

After reducing its holdings of SF Holdings by 1.07 million shares in the fourth quarter of last year, Chongyang Strategic Talent Fund increased its holdings by 2.1 million shares and 1.773,400 shares in the first quarter and April of this year, respectively; Chongyang Strategic Intelligence Fund increased its holdings of SF Holdings by 798,300 shares in April. Based on a rough calculation of the average monthly stock price of 35.27 yuan, Chongyang Strategic Fund increased its holdings of SF Holdings in April and invested a total of 69.5419 million yuan.

Since the second quarter, Panjing Wenheng and Panjing Wenheng Phase 2 have increased their holdings of Orchid Science and Technology Innovation by 1.8661 million shares and 2,0661 million shares respectively.

As of May 14, the top ten shareholders of ST Securities still saw the figures of Abama Yuanke Dividend No. 83 and Xuanyuan Kexin No. 43.