宁波韵升股吧(高瓴资本*持仓)

2022-06-30 8:22:57 证券 xcsgjz

宁波韵升股吧



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10:04:41\",\"reply_text\":\"急缺接盘侠。 \",\"source_reply\":[],\"reply_picture\":\"\"},{\"reply_id\":8796487852,\"reply_user\":{\"user_id\":\"1570112694191372\",\"user_nickname\":\"专治牛傻呆恶蛙庄\",\"user_name\":\"thenextyou\",\"user_v\":0,\"user_type\":0,\"user_is_majia\":false,\"user_level\":0,\"user_first_en_name\":\"zznsdewz\",\"user_age\":\"9.4年\",\"user_influ_level\":6,\"user_black_type\":0,\"user_third_intro\":null,\"user_bizflag\":\"\",\"user_bizsubflag\":\"\"},\"reply_ar\":\"上海网友\",\"reply_time\":\"2019-06-16 10:01:10\",\"reply_text\":\"包钢股份诚聘接盘侠。\n待遇每个月5万(你付包钢),五险一金自己解决。\n工作时间自由,一到五盘口工作。周末股吧工作。\n资金自备(越有钱越好,就怕你钱少) 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科莫多\",\"post_last_time\":\"2019-06-16 06:27:44\",\"post_click_count\":753,\"post_comment_count\":0,\"post_address\":null},{\"post_content\":\"来自一线的稀土调查:美国为什么急了? 2019.06.14 16:21:16新浪财经综合 《中国经济周刊》

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高瓴资本*持仓

A股一季报已披露完毕,高瓴资本的持仓在一季度出现了一些变化。

Wind统计数据显示,截至一季度末,高瓴资本以及旗下子公司出现在14家A股上市公司的前十大股东名单里,合计持股数量达6.7亿股,期末持仓市值高达508亿元,较去年末的602亿元缩水近16%。

一季度,高瓴仍坚定持有隆基股份、海正药业、广联达、格力电器、海螺水泥、公牛集团、上海机电、丽珠集团、广电计量、八方股份等10只个股,且相较去年底持股数量未发生变化。

不过,高瓴仍对部分个股进行了调仓操作。减持方面,一季度,高瓴通过旗下私募HHLR减持宁德时代376.50万股,减持后持股数为3884.19万股,期末持仓市值近200亿元,为高瓴在A股市场的第二大重仓股。

2020年7月,高瓴资本以161.00元的价格认购宁德时代新股6211.18万股,伴随宁德时代股价一路飙涨,高瓴亦多次减持套现。按照一季度宁德时代股票均价524元测算,高瓴一季度减持套现约20亿元。

去年二季度,高瓴通过定增买入超图软件420万股,位列第九大流通股股东。而超图软件一季报显示,高瓴已从该公司十大流通股东名单中退出。不过,界面新闻

一季度,高瓴还从华兰生物十大流通股东中退出。Wind提供的信息显示,去年二季度,高瓴买入1105.99万股成为华兰生物的第八大流通股东,持股比例0.7%。今年一季度,华兰生物第十大流通股东持有557万股,据此测算,高瓴在这期间至少减持了约550万股。

从持仓成本来看,去年二季度华兰生物股价均价37元,而今年一季度均价为26元,由此判断,高瓴此番减持大概率为割肉斩仓。

2021年2月,华大基因20亿元定增项目落地,发行价145元/股。高瓴旗下瓴仁投资获配347万股,加上此前持有的75万股后合计持股421.95万股,成为华大基因第七大股东。Wind数据显示,高瓴仅在去年二季度小幅减持18.24万股,持股降至403.71万股。尽管去年三季度至去年末,华大基因股价一路震荡下行,期间跌幅超25%,但高瓴仍选择坚守,并未减持。

然而,今年一季度,高瓴已从华大基因十大流通股东中消失。按照该公司第十大流通股东持有约167万股测算,若非清仓退出,高瓴一季度至少抛售237万股。Wind数据显示,一季度华大基因股票均价为89元,较145元的定增价下跌近四成。

除了减持定增进驻的个股外,高瓴还减持了其作为原始股东的股票。2017年,高瓴资本先后两轮投资良品铺子,累计投入8.21亿元,通过珠海高瓴、香港高瓴、宁波高瓴合计持有公司IPO发行后的4680.03万股,占总股本的11.67%,为第三大股东。

而解禁期一过,高瓴便迫不及待抛出减持计划。自2021年2月以来,高瓴资本多次大手笔减持良品铺子。今年一季度,高瓴继续“卖卖卖”,通过珠海高瓴、宁波高瓴合计减持良品铺子约90万股。

值得注意的是,在生物医药领域,高瓴虽然退出了华兰生物、华大基因十大股东,但同时新进驻了眼药龙头——兴齐眼药。该公司今年一季度公司实现收入3.02亿元,同比增长45.73%;实现扣非归母净利润0.75亿元,同比增长129.14%。高瓴旗下二级私募上海瓴仁*出现在第十大流通股东的位置,持有65.46万股。

此外,高瓴还新进驻了华荣股份。Wind数据显示,上海瓴仁一季度买入300万股,持股0.61%,成为华荣股份第十大流通股东。公司为防爆电器、专业照明设备供应商,一季度,公司主营收入6.63亿元,同比上升28.68%;归母净利润6007.47万元,同比下降1.21%。今年5月5日华荣股份组织机构调研,高瓴资本相关人员亦出现在了调研名单中。




宁波韵升股吧*消息

宁波韵升涨停收盘,收盘价11.77元。该股于13点4分涨停,未打开涨停,截止收盘封单资金为7447.37万元,占其流通市值0.64%。

资金流向数据方面,6月17日主力资金净流入1.59亿元,游资资金净流出6963.31万元,散户资金净流出8904.35万元。

近5日资金流向一览

该股为特斯拉,稀土磁材,苹果产业链概念热股,当日特斯拉概念上涨2.5%,稀土磁材概念上涨2.4%,苹果产业链概念上涨0.88%。




600366宁波韵升股吧

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