Public funds intensive research 861 A -share listed companies

Reporter Wang Siwen

Since the end of April this year, the A -share market has shocked, and the Shanghai Stock Index Station has 3300 points. In the context of the A -share market out of independence, institutional investigations have also become active. According to statistics from Eastern Fortune CHOICE data, "Securities Daily" reporters have calculated from April 27. As of June 15, public fund companies have investigated 861 A -share listed companies.

Many 10 billion yuan Star Fund Manager joined the investigation brigade. Zhu Shaoxing, Zhang Kun, Fu Pengbo, Zhu Xi, Lu Bin, Cai Songsong, Yang Dong and many other fund managers densely "sweep the goods", covering Bank of Ningbo, Dongwei Technology, Xinhecheng, Dinglong Co., Ltd., convinced service, Wentai Technology, Dao's technology and other stocks.

Fund Group "appearance" Huichuan Technology and other companies

According to the reporter's observation, of the above 861 A -share listed companies, machinery, equipment, pharmaceuticals, electronics manufacturing, banking, chemical industry and other fields are still favored by fund companies, and some consumer sectors such as leisure services are relatively small.

Domestic high -end manufacturing industrial control segmentation leader Huichuan technology, magnetic material enterprise Hengdian East Magnetic, digital solution head enterprise electrical figures, and new materials concepts Kaisheng Technology is the most concerned stocks of the fund company recently Fund, Guangfa Fund, and Wells Fund Fund conducted investigations to it. Some stocks have been held in public offering of heavy warehouses. For Ruchuan Technology in the first quarter of this year, it was held by 182 funds. The shareholding accounted for 9.47%of the circulating shares, corresponding to the total market value of 12.295 billion yuan.

Goer's stocks, Mining resources, Chinese ore resources, beauty guests, Jichen, and high -test shares have also received high attention from public offering. During this period, more than 100 fund companies were received.

At the same time, the reporter noticed that a number of tens of billions of -level fund managers have recently been "out of the horse" and participated in the investigation of listed companies.

On June 7, the investor relationship records released by Dongwei Technology showed that Fu Pengbo, manager of Ruiyuan Fund Star Fund, and others investigated the company through the conference call at the end of May. On May 31, Zhang Kun, manager of the Yifangda Fund, participated in the investor conference of the Bank of Ningbo. The meeting was also the well -known fund managers of Feng Bo, Zhang Shengji, Guo Jie, Wang Yuanchun, and opened the branch of the bank. The plan, how to respond to changes in interest margins, and the promotion of big wealth business.

In addition, Zhu Xi, the fund manager of Ruiyuan Fund, recently investigated Xinhe Chenghe Dinglong shares. Lu Bin, the manager of the HSBC Jinxin Fund Fund, investigated the conviction of the conviction. After investigating Wentai Technology, Zhu Shaoxing, deputy general manager and general manager of the Investment Department of Wells Farm Fund, investigated Zhongmi Holdings, and Yang Dong, the fund manager of the same company, investigated Daoshi's technology.

Industry: Maintown in the mid -term is optimistic

In the eyes of many investors, listed companies have been investigated by institutions, especially being investigated by well -known fund managers, which means that the company has investment value worthy of institutional investors. topic of.

Recently, the overseas market has been weakened sharply, and the fluctuations are fierce, and the A -share market has gone out of independence. As the rising securities company's rise drives the popularity of the entire market, the Shanghai Stock Index Station has 3,300 points.

Yang Delong, managing director and chief economist of Qianhai Open Source Fund, told the Securities Daily that the brokerage sector, as a market vane, showed that investors have increased confidence in the trend of the A -share market. The A -share market has gradually shifted from the left side of the left side to the right side of the right side from April.

What is the reason for this round of rebound? Huaxia Fund told a reporter from the Securities Daily that "the current round of market rebound continues to exceed expectations, mainly due to the continuous improvement of fundamentals and policy trends. In the process of risk preferences, the money -making effect driving funds continued to flow in. "

Western Lice Fund told the "Securities Daily" reporter that macro perspective, market upside, financial real estate relay, economic improvement phased confirmation, and the stagnation sector ushered in significant upward. In micro perspective, financial and real estate and real estate chains have marginal space in terms of policy, operation and financial data.

Looking forward to the market outlook, Huaxia Fund believes that in the short term or twists and turns, the general trend is optimistic. The current market is in the favorable environment of the economic recovery after the epidemic. When the liquidity is abundant, risk appetite has continued to repair from the low historical level. Although the short -term overseas macro factors are still unfavorable, inflation and innovation high make the market heating up the Fed's tightening expectations, and the peripheral stock market is fluctuated or there may be continuous disturbance. However, the core element of the A -share trend is still internal, and the time is approaching July. The market will turn from the universal rise brought by emotional repair to the structural differentiation led by the interim performance drive.

The Western Lice Fund also believes that in the context of obvious adjustment of the external market, the toughness of the A -share market is obvious. On the one hand, the early adjustment of the internal and external risk feedback is sufficient. The market allocation value is outstanding, and the trend of economic recovery may gradually be confirmed.

"It is recommended that investors actively pay attention to market changes and maintain confidence and patience. From the long -term perspective, China's economy is large and its growth is strong. With the landing of a series of stable economic growth policies, the economy may rebound in the third quarter.Provides the foundation for asset prices. Policy steering, profit rebound plus the valuation is low, the future performance of the A -share market is worth looking forward to, and overseas investors also use A shares as an important option for long -term allocation. "Yang Delong said.Specifically, in terms of industry investment opportunities, Huaxia Fund believes that when the profit is still in the downside, the growth style excess returns is more certain.In the context of domestic stable growth+overseas inflation, it is recommended to pay attention to the Internet sector that improves new energy, military industry and policy marginal improvement.

The Western Profit Fund stated that there is still a policy space for steady growth, and the strong and toughness of economic background color is the core of market changes.It is recommended to pay attention to the real estate, real estate chains, automobiles and other related industrial chains under the main line of investment, and preferably prefer the performance of new energy, large technology and large consumption fields in the growth sector.

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