176 million yuan to build Jiangfeng Electronics!Wang Guobin, the Quanguo Fund, took the shot again. During the year, more than 60 listed companies were investigated

China Times (chinatimes.net.cn) reporter Geng Qian Hu Jinhua Shanghai report

Since September, the Quanguo Fund founded by Wang Guobin has continued to increase.

After the fixed increase of 154 million yuan in the beast vaccine industry in early September this year through 53 special household products participating in the beast vaccine industry, the results of Jiangfeng Electronics on September 22 showed that the Quanguo Fund once again used 54 asset management plan products It was distributed to 2.0718 million shares, and the distribution amount reached 176 million yuan.

The enthusiasm of the fund to participate in listed companies has always been high, and the competition for subscribing is fierce. Registered international investment analyst Fu Xuejun accepted the "China Times" reporter in an interview: "The advantage of participating in the fixed increase is that it can be lower than the market price to get the shares of the listed company. The price of the annual ban on sale. "

176 million yuan to build Jiangfeng Electronics

After participating in the establishment of the Quanguo Fund in February this year, Wang Guobin's latest investment trend surfaced.

On the evening of September 22, Jiangfeng Electronics issued a report to the issue of shares issued to specific objects. The announcement of the announcement shows that the issue price of Jiangfeng Electronics is 85 yuan/share, the number of issuance is about 19.3941 million shares, the total amount of fundraising is about 1.648 billion yuan, and the deduction of the issuance fee (excluding VAT) is 19.8136 million yuan. The net funds were 1.629 billion yuan.

Among the 15 issued objects, the Quanguo Fund subscribed for 54 asset management plan products including the "Quanguo Fund Taoyuan No. 1 Phase 1 of Taoyuan No. 1", which was subscribed for 54 asset management plans. 176 million yuan. It is worth noting that the first phase of the Quanguo Fund Taoyuan is the first public -funded product of Wang Guobin in early August. The fundraising scale of this product exceeds 10 billion yuan.

According to public information, Jiangfeng Electronics is the leading domestic semiconductor target. In the first half of this year, its revenue and net profit remained rapidly growing. The central report data shows that Jiangfeng Electronics achieved revenue of 1.086 billion yuan in the first half of 2022, an increase of 50.18%year -on -year; its net profit was 155 million yuan, an increase of 156.24%year -on -year. Dongxing Securities shows in the research report that benefiting from long -term R & D and equipment investment in the field of ultra -high -pure metal sputtering targets, the company's products have successfully entered the 5nm apex technology and become TSMC, SMIC, SK Hemori, Lianhua Electronics The core suppliers of world -renowned chip manufacturing companies have continued to expand their global market share.

Yuan Huaming, general manager of Huahui Chuangfu Investment, told the reporter of Huaxia Times that recently the semiconductor sector has been suppressed by two negative factors. The first is that the global economic slowdown has caused semiconductor demand to be lower than expected; the second is the valuation of the scientific and technological growth sector, including semiconductors in Europe and the United States.

Regarding the performance of the semiconductor market outlook, Xu Shengxiong, the operating manager of the row network wealth public offering product, told the reporter of Huaxia Times that after a period of digestion of semiconductors, the valuation has been more reasonable. In the first half of this year, the average revenue still increased by double -digit, but the profitability has not yet fully recovered. The end of this year to next year is the cycle of hardware such as Apple and META. The expansion of the application scope of VR technology will cause the semiconductor industry. Some of the short -term performance of some stocks may be enhanced as a result, and they can pay attention to the configuration opportunities.

Yuan Huaming also believes that the recent adjustment of the semiconductor sector in the A -share market is relatively sufficient, and the shrinking of the transaction volume indicates that the sector is generally in the guidance stage of the volatile waiting direction. In the medium and long term, the development space of the domestic semiconductor industry is determined. Combined with the characteristics of policies and market emotions, the sector can be appropriately concerned about market emotional indicators such as changes in relevant industrial policies and trading volume to grasp the timing of the bottom of the position.

154 million yuan for the first time, Plaid Koko

Jiangfeng Electronics is just the second fixed increase of Quanguo Fund, and Prako is the first fixed increase since its establishment.

According to the report of non -public offering of A -share shares announced by Pleco on September 10th, the company raised funds of approximately 898 million yuan, and the number of issuance shares was 31.4206 million shares, of which the Quanguo Fund was 28.58 yuan/share 28.58 yuan/share. The distribution of about 5.3884 million shares, the total amount of the distribution of approximately 154 million yuan.

Central Plains Securities stated in the research report that Plako's comprehensive strength is in a leading position in my country's momentum industry, with outstanding product research and development innovation capabilities, and the number of vaccine patent applications is the first in the domestic industry. But the performance of the report is not dazzling. Data show that in the first half of 2022, Prako achieved revenue of 513 million yuan, a year -on -year decrease of 11.48%; net profit attributable to the mother was 80 million yuan, a decrease of 50.94%year -on -year; net profit returned to the mother after deduction was 73 million yuan, a decrease of 50.68 year -on -year decreased by 50.68 %.

Judging from the trend of the stock price, Plaid has rebounded about 26.03%from the low point on April 29 to September 23. As of the closing of September 23, Pleco's latest stock price was 27.29 yuan/share, an increase of 25.14%during the year.

Looking forward to the market outlook, Hua'an Securities pointed out in the research report that the expansion of Pleco's livestock and poultry vaccine category can meet the urgent needs of the prevention and control of the downstream breeding industry; The company actively participates in the research and development of non -plague sub -unit vaccines, and the animal protection industry is expected to expand.

Yuan Huaming analyzed that in the short term, the animal protection industry is in the industry's prosperity improvement cycle, coupled with the catalysis of the favorable policy environment, so the sector has recently received more attention from the market. In the middle and long term, the domestic animal insurance industry has a certain growth. Quanguo Fund in concentrated research in medicine, semiconductor, new energy and other industries

Public information shows that Quanguo Fund is a national public fund management company established on February 8, 2022. It is registered in Shanghai and registered 100 million yuan. The initiated shareholders were Wang Guobin, Ren Li, Jiang Heze, Li Yunliang, etc., with an average securities period of more than 20 years.

After the establishment, Wang Guobin has frequently moved, and has participated in the fixed increase of listed companies twice. Regarding the reasons for the fixed increase, Xu Shengxiong told reporters that the fund company frequently participated in the fixed increase mainly because the overall valuation of the A -share market was not high after the adjustment of the year. The price / performance ratio is more prominent.

It can be seen that both Pleco and Jiangfeng Electronics are high -quality targets in the industry. However, as a "veteran" that crosses the fund, doing more research is a must -do homework before investing.

According to incomplete statistics from Wind data, this year's Quanguo Fund has investigated more than 60 listed companies, with more than 90 investigations. Among them, pharmaceutical, new energy, semiconductor, equipment manufacturing and other industries are the focus of the attention of Quanguo Fund. Yicida was surveyed the most, up to 6 times. In addition, Pleco, who was fixed for the first time, was also investigated by Quanguo Fund Wang Hui on August 12.

In this regard, Xu Shengxiong analyzed that the fund company investigated the listed company. On the one hand, it is optimistic about the company's development prospects and recognizing the current investment value of the company. Support for subsequent investment decisions. In addition, fund companies can use investigations to compare multiple parties, so as to choose better companies for investment.

"The survey is first to verify the operation performance of listed companies; secondly, it can also communicate with the company's management to better grasp the company's strategic direction and evaluate the strategic execution of management; Understand micro -information such as employees' spiritual appearance. Since the survey is often a group activity, fund companies can often get opportunities to collide with other institutions and investors. "Yuan Huaming analyzed.

Fu Xuejun also said that the fund has always attached great importance to the investigation of listed companies, not only to communicate with the company's management, but also to obtain the first -hand industrial information, such as the industry's technical bottleneck, consumer attitude towards the company's products.

Editor -in -chief: Xu Yunqian Editor: Gong Peijia

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