Opangshi, Sunshino and Fund's Hidden Weavy Stock List, what is the favor of star fund managers?

Author:Capital state Time:2022.08.11

Opangshi (300595.SZ) disclosed the semi -annual report of 2022 on August 6, 2022. The semi -annual report showed that the company achieved operating income of 684 million yuan in the first half of the year, an increase of 20.05%year -on -year; net profit was 258 million yuan, an increase of 0.9%year -on -year.

As of the end of the second quarter of 2022, the China -Europe Medical Healthy Hybrid Securities Investment Fund held 31.9189 million shares of Opangshi, ranking the third largest shareholder of the company. In the second quarter of China -Europe Medical Health Mixed Hybrid, Optu Kangshi exceeded 6.5 million shares.

It is understood that the fund manager of the China -Europe Medical Health Mix is ​​Gelan, a star fund manager. The fund's top ten heavy warehouses in the second quarter of 2022 did not include Opangshi.

Image source: choice data

It is understood that in November 2021, Opangkang's view was approved. The company intends to use the fixed increase of raised funds of not more than 2.042 billion yuan, of which 418 million yuan was used for the industrialization project of contact mirrors and supporting products, and the remaining 1.624 billion yuan was used for the remaining 1.624 billion yuan. In the investment community's eye -catching optical service terminal construction project.

In addition to Opangshi, Sunshine Nuohe also appeared in the second quarter of 2022 fund invisible heavy warehouse stocks.

On the 9th of 2022, Sunshine Nuo and disclosed the semi-annual report of 2022, January 1, 2022-June 30, 2022, the company realized operating income of 324 million yuan, a year-on-year increase of 44.71%, net profit of 87.3825 million yuan, year-on-year, year-on-year The increase of 48.19%, and the basic earnings per share were 1.09 yuan.

Sunshine Nuohe is a professional pharmaceutical clinical and clinical comprehensive R & D service CRO, providing a full range of one -stop drug research and development services for domestic pharmaceutical companies and scientific research institutions, and is committed to assisting domestic pharmaceutical manufacturing companies to accelerate import substitution and independent innovation. The company's main business covers comprehensive research and development services in innovative drug development, generic drug development and consistent evaluation. The service content mainly includes pharmaceutical discovery, pharmacological effects, pharmacy research, clinical research, and biological analysis.

As of the end of the second quarter of 2022, the rich country Tianhui selected growth mixed securities investment funds holding Sunshine Nuo and 1.7091 million shares. The fund entered the new position of Sunshine Nuo in the second quarter of 2022. The top ten heavy stocks in the quarter.

The fund manager of the wealthy Tianhui selected growth hybrid securities investment fund Zhu Shaoxing is star fund manager.

Industry insiders said that companies in the CRO field are facing industry competition and also have their advantages, which may be one of the reasons why Sunshine Nuo and become funded hidden heavy positions.

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