(Original title: Zhu Shaoxing and other well-known fund managers shot, reaching 3 times the big bull stock! Fu Pengbo also has a new move)
The A-share market fluctuates repeatedly, and the fixed increase strategy with discounted safety pad protection is used by more and more star fund managers in their investments.
Recently, many listed companies such as Estun, China Micro, Xinlitai, and Leading Intelligence have announced well-known fund managers including Fu Pengbo, Zhu Shaoxing, and Li Wei among the approved names of fixed increase.
From the perspective of the situation since June, after the completion of the fixed increase of many stocks, the share price performance has been significantly differentiated. Seven stocks including Pioneer Intelligence and Hesheng Silicon have more than doubled their issuance prices, as well as Yihualu and Guangbai. Shares and other individual stocks suffered a tragic break.
Zhu Shaoxing participates in the triple increase of big bull stocks
In less than two years, the stock price of Estun, a big bull stock that has tripled in price, has attracted the attention of many fund managers in the industry, including Zhu Shaoxing of the Wells Fargo Fund.
On July 6, Wells Fargo Fund issued an announcement regarding the investment of some of its securities investment funds in non-public offering of stocks. 9 funds including Wells Fargo Tianhui, Wells Fargo Tianhe, and Wells Fargo Tianbo Innovation participated in the subscription of Estun’s non-public offering of stocks. , A total of 9,642,900 shares were subscribed, with a total subscription amount of 270 million yuan.
Not only the Wells Fargo Fund, but also well-known domestic and foreign institutional investors such as Southern Fund, MORGAN STANLEY, etc. also appeared in Estun’s fixed increase list.
According to Estun’s previous announcement, the issuance price is 28.00 yuan, which is equivalent to 10% off the average transaction price of the company’s A-shares on the 20 trading days before the pricing base date. The total amount of funds raised from this issuance is 794,999,996.00 yuan, deducting issuance costs (not After RMB 15,137,664.64 (including value-added tax), the net amount of funds raised is RMB 779,862,331.36. A total of including Wells Fargo Fund, JPMORGAN CHASE BANK, NATIONALASSOCIATION, MORGAN STANLEY & CO.
Seven individual and institutional investors including INTERNATIONAL PLC, Allianz Global Investment Singapore Co., Ltd. and Yang Jie were allocated.
After the completion of the non-public offering, Fu Guo Tianhui, managed by Zhu Shaoxing, holds 23,571,900 shares of Estun, with a shareholding ratio of 2.71%, and remains Estun’s fifth largest tradable shareholder.
It is worth noting that Zhu Shaoxing has continued to increase Estun since the second quarter. Before the non-public offering, Fortune Tianhui already held 20,005 million shares of Estun, an increase of 4 million shares from the end of the first quarter. After the issuance, more than 3 million shares have been added. As of now, compared with the end of the first quarter, Fortune Tianhui has increased its holdings of Eston as high as 47.32%.
In fact, since the third quarter of last year, Zhu Shaoxing has increased Estun for 4 consecutive quarters, from the initial increase of 5.509 million shares to the current 23.571 million shares. During the holding period, Estun’s stock price has risen by as much as 95%. As of the close of the market on July 6, Estun closed at 38.64 yuan. Since the stock price hit a stage low on November 12, 2019, Estun’s stock price has also risen by 361%.
According to Debon Securities, the company’s predecessor, Estun Co., Ltd., was established in 2002. At the beginning of its establishment, its main products were metal forming machine tool numerical control systems and electro-hydraulic servo systems, occupying a leading position in this segment. After opening the market with the AC servo, the core component of motion control, in 2008, Estun launched the first industrial robot in 2012 and developed rapidly through endogenous + extension around this business. After being listed in 2015, the company’s revenue has increased from 480 million. Yuan increased to 2.5 billion yuan, with a compound growth rate of 39%, and gross profit margin maintained at around 35%, which is a leading level compared with domestic counterparts. According to MIR statistics, in 2020, the company’s domestic shipments of industrial robots will reach 5,600 units, surpassing Japanese companies Nachi Fujitsu and Mitsubishi to rank eighth, ranking first in domestic capital, and Estun has grown into a leading industrial robot company in my country.
A number of fund companies participate in Xinli Taiding
In addition to Zhu Shaoxing from the Wells Fargo Fund, the Ruiyuan Fund under Chen Guangming has also recently appeared in the Xinli Taiding list.
Ruiyuan Fund recently announced that the Ruiyuan Growth Value Hybrid Fund managed by star fund manager Fu Pengbo participated in the subscription of Xinlitai’s non-public offering of shares. The number of subscriptions was 2,119,900 shares, and the subscription amount was nearly 80 million yuan.
In addition to the Ruiyuan Fund, the Southern Fund’s 15 funds including the Southern Small and Medium Caps, Southern Potential New Blue Chips, Southern Trace Flexible Allocation and Hybrid, as well as E Fund’s E Fund’s Healthcare Industry Hybrid Fund, and the Nord Fund’s Nord Quantitative Selection 6-month holding The two funds of Phased Hybrid and Nordisk Quantitative Core also successfully obtained the non-public offering of FeiXin Litai.
Xinlitai previously announced that the issuance price is 28.37 yuan per share, and the issuance price is exactly 80% of the average price of the company’s stock trading on the 20 trading days before the pricing base date (excluding the pricing base date), and the number of shares issued is 68,800,535 shares. The total amount of funds raised is 1,951,871,177.95 yuan.
The final issuance target is determined to be 18 companies. In addition to the above-mentioned public funds, there are also institutional investors and individuals such as China Merchants Securities, Guotai Junan Securities, UBS AG and so on.
Xinlitai is a leading cardio-cerebrovascular company. This time, it will raise funds of 1.952 billion yuan. It is planned to use 1.46 billion yuan for the “cardio-cerebrovascular and related field innovative drug research and development projects”, mainly focusing on the company’s cardiovascular and cerebrovascular fields. Clinical research and marketing registration of 5 innovative drugs under development with great market potential.
However, since the beginning of this year, Xinlitai’s stock price has been in shock adjustments. As of July 6, it closed at 29.43 yuan, an increase of less than 4% during the year.
The listing performance of fixed-increasing stocks is quite different
Wind data shows that since June, nearly 50 listed companies have successfully listed non-publicly issued shares. However, within a short period of more than one month, the stock price performance varies greatly. As of the close of July 6, Puyang Huicheng, Guangzhou Baisha and Yihualu temporarily fell below the issue price, and the share prices of Hesheng Silicon, Huakai Creative, Leading Intelligence, Yutong Optics, and Duo Fluoride have more than doubled compared to the additional issue price.
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