Deng Xiaofeng reduces Zijin Mining’s 10 billion private equity holdings and actively deploys military actions

Original Caption: Deng Xiaofeng Reduces Zijin Mining’s Ten Billion Private Equity Holdings and Actively Deploys Military Actions

Attached listingthe companyThe annual report revealed that it has entered an intensive period, many tens of billionsPrivate placementbackgroundup to datePositionIt also surfaced: Gao Yi Assets reduces its stakes in Q4 2020Zijin Mining、Hongfa Stock,LeaveAVIC Electromechanicaltop tenGreat circulationshareholder, But overweightHeavy Machinery AVIC、Shandong hedaChongyanginvestmentSo keep sticking toShanghai jahwa, Panjing InvestmentChunzhong Technology、Pony test. In addition, several tens of billions of private capital favor the actions of the military industry.

Deng Xiaofeng reduces holdingsZijin Mining

Feng Liu retiresAVIC Electromechanical

The 2020 annual report shows that two assets managed by Deng Xiaofeng, chief investment officer at Gaoyi AssetsproductIn the fourth quarter of last yearZijin MiningAdopting a raise and lower operation, Gao Yi Xiaofeng No. 2 wrote to the fund to increase its holdings by 3 million shares and advance to Gao Yi Xiaofeng’s 43rd Investment.TrustSignificantly reduce its participation in 29,058,300 shares, and currently owns a total ofZijin Mining604 million shares, held at the end of the periodMarket valueUp to 5.607 billion yuan.

In fact, Deng Xiaofeng built a great position already in the third quarter of 2019.Zijin Mining, And then he increased his holdings at a low share price, and his holdings increased to 646 million shares by the end of the second quarter of 2020; but for the third quarter of 2020marketOpposite weekFuturesAttention increased, began to slightly reduce its properties, and at the end of last year, moreLighten up. Since the third quarter of 2019,Zijin MiningThe increase was as high as 158%, and Deng Xiaofeng made a lot of progress in this process.

At the same time, Gao Yixiaofeng No. 2 wrote to the fund to substantially increase its value at the end of the fourth quarter of 2020.Add warehouseMilitary Industry UnitHeavy Machinery AVIC, Increased its holdings by 1.4128 million shares, and the last number of shares held was 10,046,500 shares, and the stock market value at the end of the period reached 266 million yuan;LianlongThe stake has not changed, it still owns 3.305 million shares, with a stock market value of 127 million yuan.

However, Deng Xiaofeng significantly reduced his holdings of “heart water reserves”.Hongfa Stock, Gao Yixiaofeng No. 2 Letter to the Fund to reduce its holdings of 3,231,200 shares in the fourth quarter of last year, and currently owns only 8,550,100 shares, with a market value of 464 million yuan; CITIC Trust has entered the 43rd Gao Yi Xiaofeng Investment Jointjoint projectGolden Trust withdrew completelyHongfa StockTop tenNegotiable shareholders。

Gao Yi Asset DirectorGeneral managerGao Yi Linshan No. 1 Yuanwang Fund managed by Feng Liu withdrew at the end of the fourth quarter of last year.AVIC ElectromechanicalTop tenCirculationList of shareholders, yeahShanghai jahwa、Sai MicroelectronicsParticipation remains unchanged.Shanghai jahwa23.8 million shares, with a market capitalization of 827 million yuan, ranking second largestOutstanding sharesEast; keepSai Microelectronics4.56 million shares, with a market value of 109 million yuan, ranking eighth among the largest tradable shareholders.

Gao Yi Renhao Managed by Wu Renhao, Managing Director of Gaoyi AssetsPrivate capital, Increased its chemical inventory holdings in the fourth quarter of last yearShandong heda626,700 shares, the number of shares in possession reached 2.4131 million shares, and the stock market value at the end of the period was 83.01 million yuan, ranking seventh among the largest tradable shareholders.

Ten billion private capital actively deploy actions of the military industry

Chongyang Investment, which is led by Qiu Guogen, a private equity mogul, still holds Shanghai Jahwa and Chongyang Investment firmly at the end of the fourth quarter of 2020.strategyThe two funds of Tongzhi and Chongyang Strategic Juzhi have a total of 29,571,300 shares, with a market value of 1.027 billion yuan.

Hillhouse’s secondary private equity platform, Liren Investment Management’s Excellence Evergreen, increased its leadership positions in elevators in the fourth quarter of last year.Shanghai electromechanical298,500 shares, 26.8605 million shares were held at the end of the period, with a stock market value of 523 million yuan.

Panjing Investment has added two new shares, and Panjing Tiandao Phase 7 maintainsChunzhong Technology795,600 shares, with a stock market value of 25.7 million yuan at the end of the period; Panjing Tiandao Phase 7 and Panjing Yingxuan No. 1 private equity funds held in totalPony test203,300 shares, with a stock market value of 15.83 million yuan.

It is worth noting that private equity has a preference for military industry stocks. Two tens of billions of private equity, Yinye Investment and Yiluo Investment, appeared together inNorth navigationIn the list of the top ten tradable shareholders, Yinye Hongyu No. 6 has 4.53 million shares, with a stock market value of 40.77 million yuan, and the stake is unchanged; while Huazhong No. 3 Yiluo Private Equity Fund has 3,286,300 shares with a market value of 2958 Ten thousand yuan, a new advance in the fourth quarter of last year. Dapu Multi-Dimensional No. 21 new advance from Dapu Asset ManagementGuihang StockIt has 1.5012 million shares and the stock market value at the end of the period is 22.92 million yuan.

In addition, the private equity products managed by Yingshui’s new tens of billions of private equity and investment management are new.Frand,CorrectJiaozuo Wanfang、Water sharesKeep holdings unchanged; various Guangzhou Xuanyuan Investment Management products are newNuclear wall material, Hold firmlyTongda Entrepreneurship、* ST fender。

In addition, Beijing’s tens of billions of private equity, Panfeng Investment, reduced its holdings of leading healthy food products.HEALTHHe still has 12,933,700 shares, with a stock market value of 312 million yuan.

(Source: Securities Times)

(Editor-in-charge: DF520)