The investor newspaper reporter Shang Zhike Sun Tzu: "forces of law, ten of the Wai, five of the attack, the battle, the enemy can, few can keep it.
"According to the different financial strength, operational practices, investment institutions have similar characteristics appears. Was called "national team" of social security fund although market scale than public raised Fund, but in a shares market arrived inflection point Shi, they always to fine, and quasi, and ruthless of style stepping in the, by of is attack, and war, and min, and keep properly; insurance funded always was market seen as copy end "vane"; despite QFII of influence than before, but also award-winning has inverse city operation of success battle. Recommended reading · fengji Forum investment real disk week summary
· traditional fengji investment value ranking Wang yawei invisible heavy warehouse unit exposure Fund frequently attack marine engineering equipment foreign private: now a shares "over gold" GF Fund Feng Shubiao resigned introduction customer complaints Wang yawei ambush Nanjing high branch Fund adjustment is not suspension varieties valuation introduction dispute [hexun know] seeking heavy warehouse soldiers loaded a unit Fund as on March 22, two cities total over 700 home listed company disclosure 2010 of annual report. Increase as the number of disclosures, behind the institution's operations became clear, and before the new changes have taken place.
In a four-quarter stocks and industry changes on the cartridge change, social security, insurance and QFII focuses on different social security gallon machinery instruments industry 10 stocks heavily, risk capital select transportation industry 6 unit, QFII is favored to 5 electronic information unit has added. 2010 the massive intervention of the social security machinery unit at the end of four quarters, social security combined a total of 101 units.
Social security number appears most stocks with a double Heron pharmaceutical (002038, unit), 4 combined total, 110, 104, 108 and 109 held 18.43 million shares, accounting for a share of the unit circulation near 9%, 4% increase over the previous quarter, an increase of 80%.
As a bio-pharmaceutical leader in the field of domestic tumors and liver disease, double Egret pharmacy is cut into the area of respiratory medicine, drug discovery and development outstanding, at the same time benefit from a number of positive policy measures, such as in basic drug, multiple drug sales may be observed this year. 3 social security combination get together coming out of a unit has 2: Cheng Yun shares (300,090 shares) and the Temple of biological (600,161, unit).
In addition, $ including health (600,380, unit), a good provider (600,467, unit) 16, only 2 social security is a unit of four seasons in combination entered. Social security holds a high percentage of stocks there are LI Si-e (300,010, unit), Cheng Yun shares, the Quartet shares (601,126 shares), respectively of the a-share percentage shares, 9.8% and 8.1%. Worth noting is that these three stock new units in all four quarters of social security fund.
In addition, the Council for social security fund four quarter hold improve medical (300,030, unit) 1.55 million shares, nearly 4% per cent shares in the unit, all for the four quarters to enter.
Stake in terms of market value, midea electric appliances (000527, unit), double Heron pharmaceutical and Fuyao glass (600,660, unit) before column three, holding the market value of $ 1.69 billion, $ 1.087 billion and $ 713 million, respectively.
Single on last year four quarter,, social security fund holdings amount more of stock has double Heron drug industry, and 31 heavy workers (600,031, unit 's), and in the set Group (000039, unit 's), and Hainan Aviation (600,221, unit 's), and party large carbon pigment (600,516, unit 's) and Shanghai medicine (601,607, unit 's), holdings amount are in 200 million Yuan above. As of March 22, social security combination show up 22 machinery equipment and meters, 15 metal and Nonmetal and 11 in wholesale and retail trade.
Overall, the social security fund four quarterly industry mainly machinery and equipment of the new instrument, a total of 10 's new unit, and large gallon range, apart from Cheng Yun shares and the Quartet shares, on land, sea and heavy industry (002255, unit) and water saving of Yu the great (300,021, unit) holdings per cent and 5.9%, respectively. Several several unhappy with joy.
25 a share in the last four quarters was reduction of social security funds, reduction of the most powerful of these is Fuyao glass. According to the reduction of social security funds last year, four-quarter cumulative Fuyao glass 13.72 million shares reduces ownership from 83.17 million shares to 69.45 million shares.
In addition, the world of science and technology (600,582, unit) and Shenyang machine tool (000410, unit) was 7.9 million shares by reducing the Social Security Fund and 7.39 million, respectively. favored insurance funded transportation as of now, the greatest risk capital concern fundamental for the country of the South (600,268, unit).
5 insurance portfolios together hold only 21.8 million shares, with 15.78 million to increase its stake in the four quarter. There are 4 units of insurance portfolio only concern: gold bullion (600,489, unit), Hong Kong and Kowloon of Chongqing (600,279, unit), Henderson daxin (002492, unit) and SDB (000001, unit) a.
With both Henderson daxin Chongqing Kowloon, Hong Kong and for the four quarters of insurance funds new, holds a 7.06 million and 970,000 units.
At risk in the Chinese new stocks, accounting for a share a greater proportion in circulation are: Nanjing-Shanghai Expressway (600,377, unit), province wide development, Ginza shares (600,858 shares), canny elevator (002367, unit) and four-figure reform, respective ratio:, 8%, 6.5%, and 6%.
Insurance funded gallon large industry for the transportation of the storage industry, 6 units in addition to outside the Nanjing-Shanghai Express, Henderson daxin Chongqing Kowloon, Hong Kong and was holding a higher proportion, accounting for a share percentage shares and 4.7%, respectively. See per cent stock shares, insurance fund to increase its stake in maximum 3 units of mountain coal International (600,546, unit), young farmers and animal husbandry (002477, unit) and State power-South, 9%, and 6% respectively.
According to the number of holdings, to increase its stake up to 3 units respectively of the Bank of China (601,988, unit), and Nanjing-Shanghai vanke a high speed. Insurance fundsReduction of the stock opened, led by shares of the biggest (600,376, unit), reduction of the ratio per cent shares in the Unit 6%.
Four quarters, three insurance portfolios together reduce the share of 31.51 million shares.
Interventional 184 units of the Department from the insurance industry, machinery equipment instruments 18 19 25, medicine, information technology, metal and Nonmetal only 17. Risk intervention of funding new Ning-Hu high speed at the same time also received attention from the QFII, holding all four quarters of the nearly 14% new.
Although Ning-Hu high speed of growth in a-shares do not prominent, but as of now the share prices and flat at the beginning, but calculated based on the Nanjing-Shanghai Express Announces 2010 annual report, dividend rate was 5.4% last year, almost every year to implement high dividends, which become the main reasons for the institution favor Ning-Hu high speed. QFII to increase its stake in electronic information 2010 at the end of four quarters, 6 QFII unanimously viewed only Johnson holdings (600,662, unit), a total of nearly 7% per cent shares in the unit, which Citigroup Global financial limited, Norway 4 QFII such as central banks are in a four-quarter gallon.
In addition there are 4 QFII Datang power (601,991, unit), 2 hold China life (601,628, unit) and Hua Tian hotel (000428, unit). In single units, QFII holds the highest proportion of Pathfinder (300,005, unit), a share shares reached 8%.
The shareholders Colombia University third quarter of 2010 first enters, and in the four-quarter gallon 1.88 million shares currently holds a total of 4.5 million shares. Four-quarter increase in warehouses large stocks, rising over 2% per cent shares of stock and Xinhua medical, *ST fine (600,587, unit).
QFII position proportional decline the largest two units for the beauty of a star (002243, unit) and medical (300,003, shares), shares fell and 2% respectively. Comprehensive statistical view, QFII in last four quarters into a part of the new electronic information unit in the unit.
QFII added 35 stocks, 5 belong to the information technology industry, which includes the silver Hero (300,085, unit) and huaxing venture capital (300,025 shares), representing an increase of proportion are larger. For example, there are two QFII silver hero holds a total of 700,000 units, accounting for a share ratio of circulation near 5.6%.
Data show that silver hero is in State planning key software enterprise, main business is to provide the banking application and imaging-related software products, software development, technical service and the system integration.
The company's annual report showed that Nomura-Nomura asset management limited, Nomura Securities Co Ltd of China Investment Fund both QFII four quarters last year before entering the company's top ten shareholders out of circulation, bought 449,400 and 238,200 units respectively.
New and in the four-quarter accounted for more than 3% a-shares in circulation there is Nanjing-Shanghai Expressway, huaxing venture and You Luoka (300,099, unit). Some stocks have suffered a QFII left out. At the end of three quarters of last year, QFII, respectively, in the sea vanke a (600,026, unit) and Nanning sugar (000911, unit) the 100.24 million units, 11.22 million and 8.02 million units, but at the end of four quarters of last year, QFII is no longer holding more than 3 stocks, QFII adjustable warehouse was quickly.
