Mori Kirin into a long position in the stock social security fund now in it?

Sen Kirin into a long position stock social security fund now in it?

Agency position path again updated, social security fund in the 2022 annual report for the first time, hit the tire manufacturing Sen Kirin; well-known fund manager Qiu Dongrong management of the fund in the Geng in the small-cap holdings of Donghong shares, but in the fourth quarter of last year to reduce the holdings. The following editorial brought Sen Kirin into the long position shares of the Social Security Fund is now in which, I hope you like.

Sen Kirin by multiple funds

Sen Kirin engaged in tire manufacturing, the main products are semi-steel radial tires and aviation tires. According to the company's latest annual report, in 2022, Sen Kirin realized operating income of 6.292 billion yuan, up 21.53% year-on-year; net profit attributable to shareholders of the parent company of 801 million yuan, up 6.30% year-on-year. The company is currently preparing for a private offering to invest in production projects in Spain, Morocco and other places.

From the former top ten circulating shareholders seat, last year's fourth quarter, Sen Kirin was more than the way institutions significantly increased positions. Public funds, China Europe value selection, China Europe times pioneer, HFT reform drive in the fourth quarter of last year to increase holdings of Sen Qilin. Especially in the value of the European Union selected, in the fourth quarter of last year, 3.61 million shares, the total number of shares increased to 13 million shares, become the second largest outstanding shareholders of Sen Kirin. Wells Fargo transformational opportunities in the fourth quarter of last year, the new top ten shareholders, holding 6.69 million shares. The National Social Security Fund 114 portfolio also new into the top ten liquid shareholders seat, holding 5.07 million shares. It is worth mentioning that this is the 2022 annual report of the first social security fund present in the long position stocks. In addition, private equity funds, Gao Yi Qingrui 6 Rui Xing fund in the fourth quarter of last year also increased its holdings of 1 million shares.

In contrast to these institutions, the northbound funds reduced their holdings by 2.25 million shares in the fourth quarter of last year.

Donghong shares by well-known funds to reduce their holdings

The evening of February 20, Shanghai, three listed companies Kang Yuan Pharmaceuticals, and the state biological, Donghong shares released 2022 annual report, three companies have achieved a double growth in operating income and net profit attributable to shareholders of the parent company.

Donghong shares are held by well-known fund manager Qiu Dongrong management of the fund Zhonggeng small cap, the fund appeared in the tenth largest outstanding shareholders of Donghong shares, but compared to the end of the third quarter of last year, Zhonggeng in the small cap reduced its holdings of 250,000 shares, the number of shares fell to 1.8 million shares, did not enter the top ten of the top ten long positions in the Zhonggeng in the small cap.

Checking past quarterly reports can be found, in the Geng in the small disk in the 2022 quarterly report appeared in the Donghong shares of the top ten liquidity seat, the number of shares 2.52 million shares, to the end of the second quarter was increased to 4.78 million shares, become the third largest liquidity shareholders. Last year, the third and fourth quarters were continuously reduced. From the stock price performance, the first quarter of last year, Donghong stock prices fell back, the end of April probe to the low point of the year with the city rebound, and since then shocked lower.

Donghong main engineering pipeline system research and development and manufacturing, the main purposes include industrial pipeline, municipal infrastructure pipeline, gas pipeline, etc. Last year, the company realized revenue of 2.851 billion yuan, up 29.09%, net profit of 149 million yuan, up 12.15%. The company's proposed dividend program for the proposed 10 pay 1.74 yuan.

Kangyuan Pharmaceuticals is still favored by the fund

Shanghai market 3 annual reports, Kangyuan Pharmaceuticals net profit attributable to shareholders of the parent company increased the largest year-on-year. 2022 Kangyuan Pharmaceuticals Division 2022 to achieve operating income of 4.35 billion yuan, an increase of 19.25% year-on-year; to achieve a net profit attributable to shareholders of listed companies 434 million yuan, a year-on-year increase of 35.54%. Kang Yuan pharmaceutical main R & D production of traditional Chinese medicine, is still favored by the medical theme fund.

Compared with the end of the third quarter of last year, Kang Yuan Pharmaceuticals, the top ten liquidity shareholders still have two public funds, but the two funds have changed the "face". In the third quarter in the top ten shareholders of the two funds are the South steady value-added and wealth management health industry, respectively, held 6.07 million shares and 5.6 million shares. At the end of the fourth quarter, these two funds out of the top ten liquidity shareholders, replaced by Anxin Medical Health Theme and Rongtong Health Industry two medical theme funds, the number of shares held were 8.47 million shares and 6.51 million shares. Private equity funds, the fourth quarter, silver leaf attack jade 10 still hold 11.95 million shares of Kang Yuan Pharmaceuticals, the number of shares unchanged from the end of the last quarter.

In addition, from the GEM Yida shares focus on alcohol ether and alcohol ether ester organic chemical products research and development and production. The annual report shows that in 2020, the company's main revenue of 1.554 billion yuan, up 7.16% year-on-year; net profit attributable to shareholders of the parent company of 110 million yuan, a year-on-year decline of 16.9%. Performance decline at the same time, its top ten outstanding shareholders seat only a public fund, the Department of Genesis Hutchinson digital economy theme, the number of shares held by the end of the third quarter of last year, a reduction of 910,000 shares.

Grab the continuous stop stock

Midline stock selection skills, to do the layout of the medium and long term, have to look at the current situation of the broad market, you can refer to the broad index of the annual line (250 antenna) and half a year (120 antenna), if the trend of the annual line and half a year above the line, that shows that the current is not a bear market. In front of the national policy, in the case of the stock market market fell across the board, the stockholders do not exist to grab a rebound or choose to buy people, should follow the trend to clear the position and wait and see. If the stock market rises, it is necessary to follow the trend into the medium-term holdings.

Medium-term stock selection should be comprehensively analyzed from six aspects: K-line pattern, technical indicators, relative price, company fundamentals, the direction of the general market, the stock theme. Should give up some of the price-earnings ratio is very high, the price is much higher than the intrinsic value of the stock.

As for how to catch the continuous stop stock? Starting stock price rose more than 6%; must be "released"; the greater the increase represents the trend is stronger, the more favorable. Stop the key conditions, the opening high open between 2 and 3 points, low open no more than 2 points for the best; down the process can not be released, the release of the volume is suspected of shipping; closing price closed near yesterday's closing price, not to form a gap for the best.