In the second and third quarters of 2022, Hengli Hydraulic significantly reduced its holdings, but at the end of the year, it invested 430 million yuan to participate in the fixed increase. Just when the market was puzzled by Feng Liu's operation, the latest announcement of Hengli Hydraulic revealed that Feng Liu had sold all the shares he had bought before in the secondary market, and only 7.624 million shares were reserved.
Through this "magic operation", Feng Liu successfully obtained a fixed discount income and reduced the cost of holding positions.
Once 430 million participated in the constant hydraulic pressure increase.
12 On February 28th, Hengli Hydraulic released the Report on the Issuance of Non-public Offerings of A-shares, stating that the company had completed the fixed fundraising. The issue price is 56.40 yuan/share, the number of issues is 35.460992 million shares, and the total amount of funds raised is about 2 billion yuan.
According to the announcement, eight issuers were finally identified, all of which were in the list of 143 special recipients who issued the subscription invitation. The final winners include Guotai Junan Asset Management (Asia) Co., Ltd., China Europe Fund Management Co., Ltd., Huitianfu Fund Management Co., Ltd. and Shanghai orient securities Asset Management Co., Ltd.
Among them, the "Shanghai Gaoyi Asset Management Partnership (Limited Partnership)-Gaoyi Linshan 1 Roy Fund" managed by Feng Liu, a private equity tycoon, was allocated 7624 1 10,000 shares, and the allocated amount was about 430 million yuan. The allocated shares shall not be transferred within 6 months.
After the completion of this fixed increase, Gaoyi Linshan 1 Roy Fund holds a total of 2912.410,000 shares, accounting for 2. 17%, and remains the fifth largest shareholder of the company.
Previously, Feng Liu was one of the top ten shareholders of Hengli Hydraulic 202/KLOC-0 at the end of the second quarter, holding 6.3 million shares. Subsequently, the company's share price went down all the way, and Feng Liu also increased his position quarter by quarter, holding up to 53.8 million shares. However, in the second and third quarters of 2022, Feng Liu has started to lighten its positions. By the end of the third quarter of 2022, Gaoyi Linshan 1 Roy Fund held 210.5 million shares of Hengli Hydraulic, making it the fifth largest shareholder of the company.
Buy with your left hand and sell with your right hand.
In the second and third quarters of 2022, it significantly reduced its holdings, but participated in a large increase at the end of the year. Just when the market was puzzled by Feng Liu's operation, Feng Liu gave the answer.
According to the latest Announcement on Issuance Results and Share Changes of Non-public Offerings issued by Hengli Hydraulic, as of June 6, 65438, the latest shareholding of Gaoyi Linshan 1 Roy Fund managed by Feng Liu is only 7,624, 1 000 shares. In other words, Feng Liu sold all the shares he bought before in the secondary market, and only retained 7.624 million shares that were still in the restricted period.
Since the fourth quarter of last year, the share price of Hengli Hydraulic has rebounded sharply. According to the analysis of insiders, Feng Liu's move may be sold in the rising share price of Hengli Hydraulic, and he will get a fixed discount income by participating in the fixed increase, thus reducing the cost of holding positions.
This is not the first time that Liu Feng has undergone a similar operation. In July 2022, Feng Liu participated in the fixed increase of Fosun Pharma and was allocated 476,654,380+0.90 million shares. As of July 27th, Gaoyi Linshan 1 Roy Fund * * * holds 526 1.90 million shares of Fosun Pharma. By the end of the third quarter of last year, Feng Liu's shareholding had increased to 4.7610.90 million shares, leaving only the shares participating in the fixed distribution.
The enthusiasm of institutions to participate in holdings is very high.
According to industry insiders, compared with the fixed increase in the past decade, the discount rate in 2022 is still at a historical high, and it is expected that the fixed market will continue to pick up in 2023. Judging from the recent enthusiasm of institutional participation, the fixed income market shows significant signs of recovery.
As of June 65438+ 10/0, more than ten Public Offering of Fund companies, such as Xing Zheng Global Fund and China Europe Fund, have disclosed the results of private offerings of listed companies invested by their funds. According to the industry classification, Public Offering of Fund's shares in the fixed increase cover power generation equipment, catering tourism, food, cultural media, aerospace military industry, fertilizers and pesticides, construction, household appliances, aviation logistics and other industries, involving Daikin Heavy Industry, Junting Hotel, Triangle Defense, Xiangyuan Lv Wen, China Nuclear Construction, Ketuo Bio, China Eastern Airlines and many other stocks.
In terms of private placement, Deng Xiaofeng, a former senior asset, has also made new moves. TCL Technology previously disclosed the results of fixed distribution. The total amount of funds raised by this non-public offering was 9.597 billion yuan, and 65,438+09 subscribers were finally placed, among which Gaoyi Xiaofeng No.2 Trust Fund managed by Deng Xiaofeng was allocated about 450 million yuan. In addition, Jacky Saturday Private Equity Fund, a subsidiary of Guangdong Jacky Private Equity Fund, also received about 300 million yuan in this fixed increase. Ruiyuan Fund in Chen Guangming has been allocated nearly RMB 300 million, and UBSAG Group AG, a foreign-funded institution, is also on the allocation list.
Ding Ying, founder and investment manager of Kangmande Capital, said that in 2022, the yield of lifting the ban dropped sharply, and the fixed discount rate increased. We can gradually increase fixed investment, pay attention to industries at the bottom of the industry cycle, and also pay attention to key industries with policy orientation.