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a panoramic view of the holdings of "top bullish retail investors", ge weidong and zhao jianping's "unique stocks" exposed

2024-09-02

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the disclosure of interim reports of a-share listed companies officially came to an end last weekend, and the investment and trading dynamics of the top individual investors in the second quarter were also exposed. ge weidong, zhao jianping and other investment tycoons have newly entered or increased their holdings in zhongsheng hi-tech, kede education, kechuan technology and other "unique stocks"

it is worth noting that despite the constant twists and turns in the a-share market in the second quarter and relatively differentiated structural opportunities for individual stocks, the "top individual investors" still mainly adopted a "standstill" or slightly increased holdings approach in their previous key holdings, and there were relatively few cases of clearing or reducing positions.

ge weidong and zhao jianping's second quarter operations exposed

the latest monitoring data from a third-party agency shows that as of june 30, shanghai investment tycoon ge weidong has recently appeared on the list of top ten circulating shareholders of two small-cap stocks, zhongsheng hi-tech and kede education, holding 770,000 shares and 1.8247 million shares respectively.as of the close of last friday, the total market value of both stocks was less than 5 billion yuan. in addition, as a small-cap stock on the chinext, as of june 30, there were as many as five institutional investors in the top ten circulating shareholders of code education, including public offerings, private placements, insurance, etc.

public information shows that zhongsheng hi-tech has two main businesses, lubricant business and environmental protection business. it is a pioneer enterprise in the domestic lubricant industry and a well-known comprehensive ecological environment service provider. in the environmental protection business sector, the holding subsidiary zhongsheng environment has built a system solution that includes planning and design, investment and development, equipment manufacturing, engineering construction and operation management, focusing on urban and rural environment, industrial environment, soil environment and other fields. kede education's main businesses include education business and ink business, among which the education business includes secondary vocational schools, full-time schools and vocational skills training; the ink business includes the research and development, production and sales of offset inks and uv inks. kede education adheres to the vocational education development strategy of integrating vocational and general education, integrates high-quality educational resources through various forms such as self-development and investment and mergers and acquisitions, and promotes the high-quality development of vocational education. at the same time, the company and its shareholding company zhonghao xinying jointly explore and develop large-scale model applications in vocational education scenarios, and use new artificial intelligence technologies to achieve integrated innovation and intelligent leadership in the field of vocational education informatization.

some of ge weidong's key holdings at the end of the second quarter. data source: private equity ranking network, the same below.

in addition, the second quarter ge weidong has not made much change in his previous heavy holdings in iflytek, quectel communications, and gigadevice.among them, iflytek and gigadevice's shareholdings remained unchanged, while quectel communications' shareholdings decreased slightly by 8,800 shares.

as a popular individual investor with high recognition among retail investors in recent years, by the end of the second quarter, zhao jianping mainly holds three stocks: ruide intelligent, kechuan technology, and chongde technology.according to monitoring information from a third-party agency, zhao jianping held 1 million shares, 1 million shares and 1.4 million shares of kechuan technology on march 31, april 26 and june 30, respectively; this also means that between april 26 and june 30, zhao jianping increased his holdings in kechuan technology by 400,000 shares.

according to information, kechuan technology is mainly engaged in the design, research and development, production and sales of functional devices. it is a national high-tech enterprise and a specialized and innovative small and medium-sized enterprise in jiangsu province. in july this year, it was shortlisted for the fifth batch of national specialized and innovative "little giants" enterprise public announcement list issued by the ministry of industry and information technology. the company's products are mainly used in new energy batteries and consumer electronics fields.

some of zhao jianping's key shareholdings at the end of the second quarter

many bullish retail investors significantly increased their holdings of their favorite stocks in the second quarter

it is worth noting that the reporter sorted out the latest key holdings of the a-share market's popular individual investors and found that most of them firmly increased their holdings in the second quarter of their favorite stocks. overall, despite the ups and downs of the a-share market in the second quarter, the holding mentality of most individual investors remained relatively stable.

for example, xu kaidong, a well-known individual investor known for his "wide net casting", newly bought qingdao kingwang and yangmei chemical in the second quarter, and also increased his holdings in lion group, longi machinery and western animal husbandry; his other key holdings remained basically unchanged during the quarter.

some of xu kaidong's key shareholding information at the end of the second quarter

in the past two years, the top ten shareholders of a-share listed companies have been listed frequently zhang sufen reduced her holdings in qingsong construction chemicals in the second quarter and increased her holdings in konka group, shaanxi construction co., ltd., hainan haiyao, electronic city, etc. in addition, in the second quarter, zhang sufen also made large investments in shanghai construction engineering and other stocks.

zhang sufen's key shareholding information at the end of the second quarter

another popular bull xia chongyang, while newly investing in dayou energy in the second quarter, simultaneously increased his holdings in several stocks including shaanxi construction co., ltd., liaoning energy co., ltd., chang aluminum co., ltd., zhongnan co., ltd., and shandong road & bridge co., ltd.

xia chongyang's key shareholding information at the end of the second quarter