Financial Services Association, March 27 (Reporter Feng Qijuan) Since this year, some “new faces” have appeared in private equity research rankings.

According to Wind data, Tamsui Springs is still the most diligent private investor. Since this year, it has participated in 173 research activities and investigated 148 stocks, ranking at the top of the private equity research list. At this stage, Zhengyuan Investment and Gao Yi Asset ranked second and third. As far as public research data is concerned, for most of the past, Gao Yi's assets usually ranked after freshwater springs.

Since the beginning of the year, the total number of private equity surveys and the top ten total number of individual stocks surveyed have all been in the same batch of private equity, with only slight differences in rankings. Among these, in addition to Zhengyuan Investment, there are also two private equity companies, Jingxi Investment and Turing Asset, that are not 10 billion dollar private equity firms. Judging from past data, Jingxi Investment and Turing assets are not common on private equity research lists. According to the China Foundation Association, the actual controller of Turing's assets is Shanghai Electric (Group) Corporation.

Organized by Wind, a number of well-known investment managers appeared at the listed company research conference.

Judging from the research records, Gao Yi Asset Sun Qingrui, Qinchen Capital Cui Ying, and Heyuan Investment Zhuang Yan all investigated Sanhua Intelligent Control. In February of this year, Sanhua Intelligent Control's video conference attracted nearly 500 institutional investors, becoming a “bastards” for institutional research.

In January of this year, a total of 5 people, including Du Changyong, Dong Chengfei, and Wang Xiaoming from Ruijun Assets, appeared on the New Hope January research list; 4 people from Harmonious Huiyi, including Han Dong and Liang Shuang, went to the research site of the smart home stock Fluorite Network.

Interestingly, the January survey list for Huacu Testing shows that Mr. Deng has Gao Yi's assets. Looking at it now, this is either Mr. Deng or Deng Xiaofeng.

Two non-$10 billion private equity firms ranked in the top ten private equity research

As of March 26, there are 37 private equity firms with no less than 50 surveys since the beginning of the year, and a total of 32 private equity firms with no less than 50 stocks surveyed. Among them, the total number of asset surveys of Tamsuiquan, Zhengyuan Investment, and Gao Yi alone was higher than 100; there were also only two private equity research companies, Tamsuiquan and Zhengyuan Investment, which had a total of more than 100 individual stocks.

Specifically, Tamsuiquan, a model private equity research worker, has participated in 173 surveys since this year, with a total of 148 stocks, and is still at the top of the research list; in the same period, Zhengyuan Investment, which ranked second, participated in 144 surveys, with a total of 125 stocks; and Gao Yi Asset, which ranked third, participated in 119 surveys, with a total of 97 stocks.

Compared to the past, there have also been 2 “new faces” from Turing Asset and Jingxi Investment in the top ten private equity surveys since this year.

According to the China Foundation Association, Turing's assets are under management of 500 to 1 billion yuan, and the last time the institutional information was updated was in December of last year. The private equity was established in July 2015 and registered in January of the following year. The actual controller is Shanghai Electric (Group) Corporation. In terms of the shareholding structure, Shanghai Electric Investment and Zhongcheng Trust hold 83.65% and 16.35% of the shares respectively.

According to registration information, Zhao Zifeng, stock investment director of Turing Asset, has worked successively at the Shanghai representative offices of Standard Chartered Securities, Societe Generale Securities, and Yuanfu Securities. Since then, he has also served as the former research director of the Morgan Investment Fund and the research director of Zhongyuan Yingshi.

Furthermore, Jingxi's investment management scale is 2 to 5 billion yuan, and the last time the agency information was updated was in January of this year. The private equity fund was founded in January 2015 and registration was completed 2 months later. Currently, there are 27 full-time employees, of which 22 have obtained fund employment qualifications. The actual controller, Yuan Lin, is a former electrical engineer.

Judging from the sector that surveys individual stocks belong to, private equity still pays little attention to the Beijing Stock Exchange. Since this year, a total of 48 private equity firms have participated in the investigation of individual Beijing Stock Exchange stocks. Of these, only 2 private equity firms with a management scale of 0-500 million yuan have each investigated 2 individual Beijing Stock Exchange stocks, and the rest have investigated 1.

According to Wind, of the Beijing Stock Exchange's individual stocks, Tamsuiquan participated in the investigation of Yada Co., Ltd., which provides intelligent power monitoring products and power monitoring system integration services; Panjing invested in research on the new materials stock Tianma New Materials; Jingxi invested in research on the individual semiconductor stock Lierda; and Juming Investments investigated Optel. The company is committed to solar cell appearance and internal defect identification technology.

In the two major sectors of Shenzhen and Shanghai, overall, private equity pays more attention to individual stocks on the Shenzhen Main Board and the Science and Technology Innovation Board.

Du Changyong, Dong Chengfei, and Wang Xiaoming join forces to investigate new hopes

According to Wind's industry division, since this year, Tamsui Springs has paid more attention to individual stocks in the industrial machinery, semiconductor products, electronic components, electrical components and equipment sectors; Gao Yi Assets favors stocks related to Western medicine, semiconductor products, industrial machinery, electronic equipment and instruments, and healthcare equipment.

In February of this year, Gao Yi Asset Sun Qingrui participated in the investigation of Sanhua Intelligent Control. Furthermore, Mr. Deng of Gao Yi Asset appeared on the January survey list of Huazhe Testing, which does not rule out the possibility that Mr. Deng is Deng Xiaofeng.

Since the beginning of the year, Sanhua Intelligent Control has carried out 3 research activities. The February video conference attracted 499 institutional investors to participate. In addition to Sun Qingrui, Cui Ying of Qinchen Capital and Zhuang Yan of Heyuan Investment also investigated the stock; in addition to Gao Yi's assets, many private equity firms such as Tamsuiquan, Xitai Investment, Qushi Assets, Renqiao Assets, Mingshi Partners, and Yunzhou Capital also participated.

According to public information, Sanhua Intelligent Control is the world's largest manufacturer of refrigeration control components and the world's leading manufacturer of automotive air conditioning and thermal management system control components. It has the highest market share in the world for products such as electronic expansion valves, four-way reversing valves, microchannel heat exchangers, and integrated thermal management components for new energy vehicles.

A total of 5 people including Du Changyong, Dong Chengfei, and Wang Xiaoming of Ruijun Assets participated in the January research conference in New Hope. In addition, Jinglin Asset, Yingshui Investment, and Yunzhou Capital also participated in the conference.

Also in January, all four people, including Han Dong and Liang Shuang, under Harmonious Huiyi visited the research site of the smart home company Fluorite Network.

In February of this year, Ding Jun of Heyuan Foundation visited the research sites of Sanwang Communications, a single industrial internet stock, and Philinkos, a data communications stock; in addition, Ding Jun also appeared on the February research list of the data security stock Zhongke Jiangnan.

Just in January, Ding Jun and Guan Huayu also participated in an online conference with Boss Software, a software development company.

In addition, Zhuang Yan of Heyuan Foundation participated in the investigation of individual apparel stocks Kairun Co., Ltd. and Huazuan Testing, a tripartite testing agency, in January and February, respectively.