After mid-April, the market showed a clear momentum of stabilization and rebound. Among them, the performance of the Science and Technology Innovation Board was eye-catching and attracted the attention of funds.
The latest quarterly report of the fund revealed that public funds are digging deeper into high-quality individual stocks on the Sci-tech Innovation Board. Statistics show that the proportion of fund holdings of companies such as Siripu, Zhongwang Software, Yirui Technology, and Baichu Electronics exceeds 25%, which can be described as “highly controlled”, which are 31.25%, 28.84%, 28.86% and 25.41% respectively.
Dig deep into “contained” stocks
According to the latest quarterly report, Galaxy Innovations increased its position in the first quarter of 130,000 Siripu shares, and the latest holding market value has reached 1.021 billion yuan, accounting for 14.92% of the outstanding shares. At the same time, Boshi Science and Technology Innovation Board also increased its positions for three years. The fixed opening and the Southern Science and Technology Innovation Board are scheduled to open in three years, adding 149,900 shares and 170,800 shares respectively.
Judging from the research conducted by Si Ruipu, a number of fund companies including Invesco Great Wall, Penghua, China Europe and other fund companies conducted research on it in March.
It is reported that the company’s current customers in the communications field include, Accelink, Luxshare Electronics, Datang, etc., and it is also actively expanding other new customers. The current specific applications of the company’s products in the communications field include 4G, 5G, red stations, large stations, small stations, photovoltaics, inverters and many other subdivisions Spark Global Limited.
ZWSoft’s quarterly report organization holds not only numerous science and technology innovation board theme funds, but also star funds such as Ruiyuan Growth Value, Xingquan Heyi, and Xingquan Herun. Among them, Ruiyuan Growth Value held a stock market value of 458 million yuan, accounting for 7.73% of the outstanding shares. Xingquan Heyi and Xingquan Herun hold 189 million and 145 million shares respectively, accounting for 3.2% and 2.45% of the outstanding shares respectively.
Judging from the trend of ZWSoft, the company has risen strongly since its listing.
According to the research report of the securities firm, the company’s total operating income in the first quarter of 2021 was 85,205,700 yuan, a year-on-year increase of 52.12%, and the net profit was 5,785,100 yuan, a year-on-year increase of 52.83%. , The performance of the first quarter of 2021 slightly exceeded the upper limit of the performance forecast range; in addition, ZWSoft fully implemented the integrated strategy, in terms of technology R&D investment, benchmark customer breakthrough, sales channel construction, new product creation, and CAE technology investment. There are heavy moves to land.
Baichu Electronics is favored by Hongde’s star fund manager Wu Chuanyan. A quarterly report shows that Hongde Vision and Hongde Zhiyuan hold 327 million and 108 million shares respectively, accounting for 5.77% of the total circulation.
In addition, statistics show that in the first quarter of 2021, a total of 5 sci-tech innovation board companies such as Zhongwang Software, Hoabo, Huarui Precision, XGIMI Technology, and Ming Microelectronics have each gained more than 10% of their positions. Calculated at current prices, the market value is evenly distributed. Below 50 billion yuan, the average value is about 17 billion yuan.
Reminders on the degree of capital attention to the Sci-tech Innovation Board
Statistics show that since April 13th, theIndex , which represents the overall performance of the Technology Innovation Board, has gone out of 8 positive lines in 10 trading days, with the largest increase of 7.7% in the range. Although compared with the growth rate of over 11% on the , the performance of individual stocks is very eye-catching. has increased by more than 300% since April, has also increased by more than 50% since April 13. In addition, about 10 science and technology innovation board stocks have increased by more than 25% last week.
Reprint indicated source：Shine Trader Limited Live information