Public Offering Fund 60 "100 Million Reduction" List: National Investment Capital, Shenzhen Tianma A, Visual China'S Top Three

The quarterly report of the fund has come to a close. Compared with the white horse stocks raised by public offerings, the leading stocks that have suffered substantial reductions are also worthy of attention.

In twenty-first Century, the economic report reporters did not complete the statistics. Considering the difference between the annual report and the quarterly disclosure, the total number of shareholding institutions at the end of the first quarter of 2020 was 0, and the total value of the stock market changed to more than 100 million yuan from the end of 2019 to the first quarter of 2020. There were 60 A share companies.

      The top three changes in the market value of shares are 600061.SH, A and 000050.SZ. The market value changes are as high as 1 billion 330 million yuan, 1 billion 280 million yuan and 867 million yuan respectively, and the list is extended to the top ten. There are many star companies: Hengyi Petrochemical (000703.SZ), Shanghai electric power (600021.SH) and Guosheng gold control (002670.SZ). ), ultrasonic Electronics (000823.SZ), Sheng he resources (600392.SH), Rongsheng Petrochemical (002493.SZ) and Shanghai Jahwa (600315.SH). The market capitalization of shareholding is over 300 million yuan.

From the industry perspective, material industry, capital goods industry and pharmaceutical manufacturing industry are the main directions of institutional reduction.

Among them, the largest number of materials industry, there are 11 (such as Hengyi petrochemical, Sheng he resources, Rongsheng petrochemical, Huafeng fiber, West construction, Hai Liang shares), distributed in non-ferrous metal smelting, non-metallic mineral products, chemical fiber manufacturing, rubber and plastic products and other sub domains.

There are 9 capital goods industries, such as Mingyang intelligent, photoelectric shares, gold card intelligent, Haixing electric power, Hyde high tech, etc. similarly, pharmaceutical manufacturing and health care equipment industry, double Heron pharmaceutical, Xin Bang pharmaceutical, Yanan BHC, modern pharmaceutical, Germany exhibition health, purple Xin Pharmaceutical, China new pharmaceutical, Rukang pharmaceutical, and Austria Jiahua 9 companies, have not been favored by public funds.

In addition, the diversified financial industry represented by the national capital investment, including Guosheng gold control, the Great Wall securities, Minmetals capital, *ST Anxin, Bohai leasing and so on, all encountered 6 "voting by feet".

Visual Chinese shareholding market value changes 867 million yuan

China, which holds a big change in stock market value, may always remember the murder case caused by the black hole photo.

In April 11, 2019, China was pushed to the forefront of the world's first black hole photos. Subsequently, visual China apologized on the morning of 12 and shut down its website rectification. In December 2019, visual China again shut down and shut down the Internet news and information service because of its illegal activities. During this period, visual China focused on clearing up illegal pictures and videos on the website. In February 2020, the company website was resumed for trial operation.

From the performance perspective, the performance of visual China has steadily increased over the past four years: in 2015, -2018's revenues were 543 million yuan, 735 million yuan, 815 million yuan and 988 million yuan respectively, and the net profits were 158 million yuan, 215 million yuan, 291 million yuan and 321 million yuan respectively.

However, after being questioned by public opinion, the performance of visual China declined in 2019, and realized 722 million yuan in 2019, down 26.9% from the same period last year, and realized net profit of 219 million yuan, a decrease of 31.81% compared with the same period last year. Visual China explained that the decline in performance was mainly affected by two websites rectification and the 2018 divestiture of the asset group, and its emphasis was also placed on the risk of copyright protection and content security audit in the 2019 annual report.

    In April 10th of this year, visual China was also reported by leiten law firm's real name. The report said that visual Chinese company was fraudulent by fraudulent evidence and was involved in a huge amount of money. It was suspected to constitute fraud. Visual Chinese company used counterfeit evidence to fabricate intellectual property infringement facts, and filed civil proceedings against all kinds of enterprises, which has been suspected of forming a false lawsuit. Sin.

By the end of 2019, Wu Chunhong, Liao Daoxun, Wu Yurui and Chai Jijun were the top ten largest shareholders of visual China, and they were 45.11% of the company's actual controllers (i.e. five partners in the same range). In addition, Changzhou Industrial Investment Group Co., Ltd. and Changzhou garments Group Co., Ltd. respectively hold 1.84% and 1.45% respectively, in fact, they are Jiangsu Changzhou SASAC as the strategic investors of the company. At the end of the first quarter of 2020, there was no change in the shareholding of these shareholders.

However, there were also changes in the number of shareholder holdings. At the end of the first quarter of 2020, the 118 national portfolio of social security funds dropped from 1.78% to 1.21% at the end of 2019, while Hongkong Central Clearing Limited Holdings decreased from 1.52% at the end of 2019 to 0.92%.

28 differentiation of pharmaceutical stocks

Under the influence of the epidemic, Boya bio, Yifan medicine and other pharmaceutical stocks frequently get public research and research, but there are also pharmaceutical companies.

Rukang pharmaceutical, for example, was founded in 2004. It mainly sells direct drugs, medical devices and medical consumables. It also provides medical information services, hospital management consulting services, hospital logistics services and hospital logistics services, and landing A shares in 2011.

In 2019, Rukang pharmaceutical lost its first performance in nine years. Its total business income was 35 billion 260 million, an increase of 4% over the same period last year, and net profit of -9.3 billion, compared with 770 million yuan in the same period last year, a decrease of -494.71%.

It is worth mentioning that in 2019, the amount of goodwill impairment prepared by Rukang medical company to 82 asset groups was 1 billion 837 million yuan.

The shareholders of Rukang pharmaceutical obviously see this change: in the list of the top ten shareholders in the end of 2019, there is no lack of huitianfu Fund - ICBC - huitianfu - advantageous pharmaceutical enterprises, fixed asset growth plan, 4 asset management plan, huitianfu Fund - ICBC - huitianfu - advantageous pharmaceutical business plan, 5 asset management plan, huitianfu Fund - Ningbo bank Chengyi general account. Households held 2.2%, 2.2% and 0.88% respectively.

By the end of the first quarter of 2020, the proportion of the three special account holdings decreased to 1.87%, 1.88% and 0.75% respectively.

Another Yanan, which was not concerned about the public offering, was disclosed in March 25th when it announced that it was planning to split the nine Jiangsu Jiu Jiu technology listed on the gem.

Two leading petrochemical companies

In addition, the two "Petrochemical leader" Rongsheng petrochemical and Hengyi Petrochemical are also listed on the list of significant changes in market capitalization.

Rongsheng Petrochemical Corporation achieved total revenue of 82 billion 500 million in 2019, down 9.8% from the same period last year, and realized net profit of 2 billion 210 million, an increase of 37.3% over the same period last year.

From the end of 2019 to the end of the first quarter of 2020, the ten largest shareholders of Rongsheng Petrochemical Company, the Hui'an Fund - Zhejiang Commercial Bank Hui'an Fund - lakeside 1 asset management plan holdings decreased from 4.11% to 3.7%, and the finance and Investment Fund - Construction Bank - Finance and communication Fund - Harbour 1 asset management plan shareholding decreased from 1.68% to 1.66%. The Changan Fund - Guangdong Development Bank - Changan Yuet enjoy increased 65 investment portfolio holdings From 0.88% to the list of the top ten shareholders before quitting.

Coincidentally, another Petrochemical leader Hengyi Petrochemical made a profit of 3 billion 201 million yuan in 2019, an increase of 71%, but its revenue declined by 10%, and its revenue was 80 billion 27 million yuan.

Hengyi Petrochemical's list of the top ten shareholders at the end of 2019 has 6 information management or trust schemes. The Changan International Trust Limited by Share Ltd Changan trust Hengyi Petrochemical has third shareholding fund trust schemes holding 3.13%, Nanhua fund Zhejiang Commercial Bank Nanhua fund Xin Hua 1 asset management plan 2.57% shareholding, Tibet Trust Co., Ltd. Tibet trust - Hong Jing 19 set. The joint venture trust scheme has a shareholding of 1.62%, Xin Yuan capital management - Chuang win portfolio investment financial products 170720 - Xin Yuan Yuan Xin Mei Hua 358, single asset management plan 1.53%, Huarun Shen Guo Trust Co., Ltd. - Huarun trust, Huaying 6, single fund trust holding 1.52%, North Xin Ruifeng Fund - CITIC financial intelligence wins daily intelligent express Daily Express financial products - North letter Ruifeng. Fund CITIC 1 has a 1.42% stake in a single asset management plan.

By the end of the first quarter of 2020, there were no changes in the 5 information management or trust schemes. However, the fund management plan of the North Xin Ruifeng fund withdrew from the top ten shareholders list.