Our reporter Xing Meng trainee journalist Fang early morning

With the disclosure of quarterly reports by listed companies, the latest position adjustment of a number of 10 billion yuan private equity firms has been exposed. From the perspective of the increase of positions of 10 billion yuan private equity firms, electronics, basic chemicals and other industries are more favored.

According to incomplete statistics from the private placement network, as of April 24, a total of 22 10 billion yuan private equity firms appeared in the list of the top 10 outstanding shareholders disclosed in the first quarterly report of 53 listed companies in 2024, with a total market value of 389.Igtvideopokermachine20 billion yuan.

Judging from the information disclosed at present, the products of 22 10 billion yuan private equity firms are mainly for listed companies in electronics, basic chemical and other industries.IgtvideopokermachineIncrease the position.

Among them, institutions including Ruixian assets, Ningquan assets, Juming Investment, etc., conduct research on listed companies in the electronics industry.IgtvideopokermachineIncrease the position.

For example, by the end of the first quarter, Ruijun asset partner Dong Chengfei managed Ruijun Fu No. 1 private equity investment fund, Ruijun Youfu No. 3 private equity investment fund, Ruijun Youfu No. 2 private equity investment fund 3 products appeared on the list of the top 10 outstanding shareholders of Lexin Technology. Among them, the first two products were among the top 10 outstanding shareholders in the 2023 annual report, and this time they further increased their holdings, and the last product entered the top 10 outstanding shareholders in the first quarter of this year. By the end of the first quarter, three products owned by Rui County assets held a total of 276 shares in Lexin Technology.Igtvideopokermachine770 million shares, with a market value of about 257 million yuan at the end of the period.

Ningquan Zhiyuan private equity investment fund No. 39 under Ningquan assets increased its holdings in Zhouming Technology in the first quarter, and another product, Ningquan Zhiyuan No. 56, was among the top 10 tradable shareholders of Zhouming Technology this time. By the end of the first quarter, two products of Ningquan assets held a total of 14.2499 million shares in the company, with a market value of about 92 million yuan at the end of the period.

In addition, Juming Investment's Juming Ruiyi Private Equity Securities Investment Fund has entered the top 10 tradable shareholders of Shenghong Technology. As of the end of the first quarter, the Juming Ruiyi Private Equity Securities Investment Fund held 4.8897 million shares of the company, with a market value of about 118 million yuan at the end of the period.

In the basic chemical industry, Yuntianhua, Huafeng Chemical, Yuanli shares and other companies have won 10 billion yuan of private equity positions.

For example, Gao Yi Asset's products appear on the list of the top 10 outstanding shareholders of 11 listed companies in the first quarter. Among them, Gao Yi assets' Gao Yi Liwei selected realistic Fund has entered the top 10 tradable shareholders of Yuntianhua. By the end of the first quarter, Gao Yi Liwei selected realistic Fund held 8.1205 million shares in the company, with a market value of about 154 million yuan at the end of the period. At the same time, Gao Yi Xiaofeng No. 2 letter Fund and Gao Yi Xiaofeng Hongyuan Collective Fund Trust Plan have increased the holdings of Huafeng Chemical.

Companies in pharmaceutical and biological, petroleum and petrochemical, food and beverage industries have also received institutional attention. For example, the Gao Yilinshan No. 1 Yuanwang Fund managed by Feng Liu increased its stake in Angel yeast by 350000 shares in the first quarter. By the end of the first quarter, the fund held 8.5 million Angel yeast shares, with a market value of about 244 million yuan at the end of the period.

There are also some private equity firms that choose to give up love. Zijin Mining, for example, is one of Gao Yi's previously "preferred" listed companies. Gao Yi Xiaofeng No. 2 letter Fund and Gao Yi Xiaofeng Hongyuan Collective Capital Trust Plan have been "regular customers" in the list of the top 10 outstanding shareholders of Zijin Mining in recent years. However, judging from Zijin Mining's 2023 annual report and the first quarterly report of 2024, Gao Yi assets have continuously reduced their holdings in Zijin Mining.

By the end of the first quarter, Gao Yi Xiaofeng No. 2 letter Fund held 345.7775 million shares in Zijin Mining, with a market value of about 5.816 billion yuan at the end of the period. Gao Yi Xiaofeng Hongyuan Collective Capital Trust Plan holds 265.0001 million shares in Zijin Mining, with a market value of about 4.457 billion yuan at the end of the period. In the first quarter, a total of 88.0566 million shares of Zijin Mining were reduced.

In addition, the Gao Yilinshan No. 1 Yuanwang Fund managed by Feng Liu has also reduced its stake in Zhongju Hi-Tech. By the end of the first quarter, Gao Yi Linshan No. 1 Yuanwang Fund held 15 million Zhongju high-tech shares, with a market value of about 396 million yuan at the end of the period. In addition, Tongyi Investment reduced its stake in Sujiaoko in the first quarter, bearing in mind that the asset's stake in Barbie Foods has decreased.

However, judging from the information disclosed so far, it is more common for private equity firms to "do nothing". For example, Yingshui Investment's products appear on the list of the top 10 outstanding shareholders of five listed companies, including Zhifei Biology, Sujiaoko, Yifan Pharmaceutical, Xinqian Group, Huamin shares, and so on. Yingshui Investment's shareholdings in these companies have not changed.