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Source: Securities Market Weekly Market number
Before the May Day short holiday, the quarterly report of listed A shares in 2024 closed. As of press time, 5347 stocks announced their "report cards" in the first quarter of this year, and the latest positions of well-known individual investors also showed up. While the mainstream view is positive about the future of A shares, the "super bulls" have already given support with practical actions.
Since the beginning of this year, the A-share cycle has been in parallel with science and technology, with oil and petrochemical, non-ferrous metals, banks, coal and other traditional cycle sectors leading the rise; in hot concepts, magnetoelectric storage, optical modules (CPO), flying cars and other technology sectors have also shown eye-catching performance. On the other hand, the latest positions of "Super Niu San" are also focused on the above areas, worthy of the title given to them by the market.
In the first quarter of this year, GE Weidong, Zhao Jianping, Zhong GE and other investors devoted themselves to the field of science and technology.
For example, GE Weidong openly held positions in four companies at the end of the first quarter to observe the concept of individual stocks, all from the field of science and technology, remote communications related to the Nvidia industry chain, Zhaoyi innovation involved in the concept of automotive chips, iFLYTEK involved in the field of brain-computer interface, Qi Anxin involved in the AI model track (see figure 1).
Zhao Jianping, who is known as the "evergreen tree" of Niusan, also held a large number of science and technology companies in the first quarter, such as chip concept stock Gaohua Technology, human brain engineering concept stock, Shaanxi Huada, and so on (see figure 2).
Zhong GE, who has been "enclosed by horse racing" in recent years, made a large position in the first quarter of the car chip concept stock Pran shares, Nvidia industrial chain company Wanrun technology, virtual digital human concept stock Bori Communication and so on (see figure 3).
In contrast, Xu Kaidong carried out the operation of grasping both technology and cycle, such as Longji Machinery involving the concept of flying cars, Shuanglin shares involving the concept of self-driving, and CNPC, Jinling Mining and Liaoning Energy all came from traditional cyclical industries (see Table 1).
Peng Zu, the trend leader, has expressed the same view many times this year, saying that the market will mainly follow two main lines, one is dragon oligarchs + high dividends (electricity, coal, construction machinery, sea, home appliances, oil, highways, non-ferrous); the other is Huawei smart driving, AI (optical module, server, PCB), storage, etc. Pengzu is an expert who is extremely accurate in predicting trends and has a unique view on the layout of the bull market. We have won some places for "old investment friends" to communicate with Pengzu, and you can scan the QR code below [time-limited free].
While the position direction actively follows the hot spots of the market, combined with the latest adjustment situation, the buying and selling attitude of "Super Niusan" is also very positive, compared with the end of the fourth quarter of last year, the increase in the target of heavy positions is obviously more than the reduction of positions.
At the end of the first quarter, Zhao Jianping publicly appeared on the list of the top 10 outstanding shareholders of 15 companies, of which new positions were made by Mei-E Technology and Yun Xingyu, and continued to increase their holdings in 7 companies, such as Green Deep pupil and Diowei. Four companies held the same shares as at the end of the last reporting period, and only two companies were reduced.
Xu Kaidong, who appeared in the top 10 circulation shareholders of 31 companies, took a heavy position in seven companies and continued to increase his holdings in 15 companies, while the rest held the same shares as at the end of the fourth quarter of last year.
Zhong GE publicly heavy positions of the seven companies, only one has been implemented to reduce the operation, Dechang shares, Wanrun Technology and other six companies have been given to further increase their holdings.
At the beginning of this year, Zhong GE said publicly in moments that although the market "fell endlessly" at that time, it did not panic. After all, there was still a lot of cash, and it was firmly believed that there was no stock market that only fell but not rose. It is necessary to fight a war of attrition with bears around 2800 points, wear them out with time, believe in national luck, and exercise well. Adjust to the combat state (for details, please see the previous article "Super Niu San" Zhong GE: from 400 yuan to 2 billion "Bao Bao", 2800 points, I do not panic! ") Since February 6 this year, the A-share market has also successfully ushered in a rebound, and the Prev has successfully broken through the 3100-point mark before the May Day short holiday.
In addition to the investment layout in a personal capacity, Shanghai chaos Investment, led by GE Weidong, is still very active since the second quarter, and has completed a survey of 47 companies. And a number of companies have come out of the upward market after research (see table 2).
Such as Xinyi Sheng, in the research activities on April 23, institutions are quite concerned about the progress of the company's new products and future dividends. The company replied that it has always attached great importance to the research of new technologies and products in the industry, and successfully launched the industry's latest 800G/1 based on single-wave 200G optical devices at this year's OFC exhibition.PlasticplayingcardsA variety of new products, such as .6T optical module, have successfully launched 400g, 800g, 1.6T series high-speed optical module products based on VCSEL/EML, silicon light and thin film lithium niobate solutions, 400g and 800GZR ZR + coherent optical module products, and 400G/800G optical module products based on LPO scheme. Combined with the overall development direction of the industry and customer demand, the company will continue to promote the progress of new products at the customer level.
In 2023, New Yisheng launched a dividend scheme of 1.55 yuan for every 10 shares. As to whether more dividends will be considered in the future, the company said that there was greater operating pressure in the first half of 2023, but the operating situation continued to improve from the second half of 2023 to the first quarter of this year, and the company considered giving better returns to the majority of shareholders. in the future, the company will also comprehensively consider operating performance, capital investment and other factors to provide returns for the majority of investors.
In the secondary market, after a wave of consolidation from the end of March to mid-April, the company's share price has continued to rise recently, and since chaos investment research, the stock price has risen by more than 30%.
In addition, Alex, Ruiming Technology, Dongxin and other companies have also achieved a rise of more than 15% since they were investigated by chaos investment in the second quarter.