Dong Cheng is unloaded, and the new trend, the new field of view, Xie Zhiyu is 96.3 billion in the pipe, the distance is from one hundred steps away.

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Dong Cheng is unloaded, and the new trend, the new field of view, Xie Zhiyu is 96.3 billion in the pipe, the distance is from one hundred steps away.

2022-01-24 18:02:38 32 ℃

Fin Federation (Shanghai, Reporter Han Qi), October last year, the soul of the Global Fund, Dong Chengfei, the company, has been managed by the new vision and the intensive trend, respectively, from the move, Xie Zhiyu and others.

On the evening of January 23, the new field of view and the full trend were also released in the 20th quarter of 2021. Compared with this, the top ten heavy warehouses in these two funds have emerged, and the positions have also improved.

After Xie Zhiyu, the star fund manager Xie Zhi, after the construction of his hand, its management is also high, as of the end of 2021, his total management has reached 96.345 billion yuan, the distance is only one step away.

Xing brand new vision

After workging over the new field of view, the fund has been largely adjusted, not only 53.35% of the end of 2021, but also increased to 84.7%. The top ten heavy warehouse shares also have a huge adjustment.

As of the end of 2021, the top ten heavy warehouse shares were San'an Optoelectronics, Siyuan Electric, Wentai Technology, Zhengtai Electric, Jinjiang Hotel, Vanke, ZTE News, Midea Group, Haier Home, Yunda Shares.

Compared with the previous quarter, Siyuan Electric, Wentai Technology, Zhengtai Electric, Jinjiang Hotel, ZTE, Mei Group, Haiero Ma, Yunda Shares are new top ten heavy warehouse shares. Although San'an Optoelectronics remains the first heavy warehouse, it was reduced by 17363,000 shares, and Vanke A was also reduced by 658.29 million shares.

Mo Mou Mou Moung In the quarterly report, the A-share market continued to remain active in the context of the overall flow of the flow. Medium-long-term value varieties have been affected by economic fundamental and market style, and the stock price is at the bottom of the value range, and a certain degree of valuation repair is ushered in in the fourth quarter. The short-term marginal trend is good, and the small-small market value company that is outstanding in the stage is still prominent. From the overall result, the differentiation of the market structure is converged.

After the new field of view, after the replacement of the fund manager, she still insists on the first strategy, paying attention to pricing protection, with a wide range of environments where short-term uncertainty factors is used to grasp the long cycle acquisition In some parts of the revenue, we are still more willing to put the risk control and long cycle in a more important position in the current stage, while moderately combined with short-term macro and market factors. It is better balanced to the combined offensiveness to make a better equilibrium in the short-term and long-term income performance of the fund.

In the fourth quarter, all the funds were reduced, from 18.933 billion yuan in the last three quarters to 16.968 billion yuan, but the fund yield of 8.54% in the fourth quarter, thereby turning the fund's annual income.

Xingyi Trend: Poly Development into the first major heavy warehouse

Dong Cheng is another fund of the original funds, and the star fund manager Xie Zhiyu took over management.

Xie Zhiyu has also been adjusted to the panoramic trend, raised from the original 65.35% to 85.24% in the position. The top ten heavy warehouse shares have also changed 6, as of the end of the fourth quarter of 2021, the top ten heavy warehouse shares of Xingyi trends are in the same trend, San'an Optoelectronics, Vanke, Shun Quan Electronics, Wentai Technology, Huaneng International, China Nuclear power, purple light country, oriental wealth, Hikvision.

Among them, Shun Quan Electronics, Wentai Technology, Huaneng International, China Nuclear Power, Ziguang National Micro, Oriental Wealth is a new top ten heavy market shares. After the development of Poly Development was increased by 5,3999,400 shares, it became the first heavy warehouse, Vanke has also increased by 1083.36 million shares. And San'an Optoelectronics and Haikang Wei were reached.

Xie Zhiyu said in the quarterly report, as of the end of the fourth quarter, the combination has basically completed the warehouse. The combined position is adjusted in accordance with the inverse cycle adjustment and the medium-long growth. In economic structural transformation, energy structural adjustment, technology progress promotes social life electronics these medium and long-term contexts, there are some industries to benefit from this trend in the next few years, and there are many major levels of investment opportunities.

Such assets are relatively small in the pressure cycle adjustment. In the inverse cycle adjustment process, it is conducive to the stability of the valuation system of the stock market, so we will stand in a longer-term angle for the growth shares of this class. Continuous optimistic. We believe that more excessive benefits in 2022 come from bottom-up stock excavation.

After the replacement of the fund manager, the trend of Xingyi also declined on the scale, which was reduced by 33.31 billion yuan in the previous quarter to 29.88 billion yuan last year.

Xie Zhiyu management scale is close to 100 billion

With the intensive trend mixed by Xie Zhiyu, his management has also been further improved. As of the end of the fourth quarter, the total number of funds he managed was 96.345 billion yuan, and it was only one step away.

In his representative of the full and prosperous full of peace, we can see the route of its warehouse.

Xie Zhiyu has done a lot of stocks in full. The Hailza family returned 15.6328 million shares, Jinjiang Hotel reduced 469.05 million shares, and Jianyou shares have reduced 37.967 million shares, Wanhua Chemistry, Mango Super Media, Yue Yuxi, Yu Yu Optics Technology, San'an Optoelectronics and other stocks Both different degrees of loss of losses.

However, Haier Zhake is still the first largest heavy warehouse, and Xie Zhi is still buying a quick hand and Wentai Technology in the fourth quarter of last year, and Haikang Wei and Puocao have a top ten top ten. In the whole, Xie Zhiyu, the same big bracel, and the number of shares reached 20478,200 shares. Haikang Weiwei was reduced by 51.274 million shares, mango superior media, Jianyou shares, Jinjiang Hotel, Wanhua Chemistry, the Yue Yuxi has been reduced, and San'an Optoelectronics is increased by 10.771 million shares.

The top ten heavy warehouse shares of Xing Quanxun have not changed in the previous quarter, and Wentai Technology is to withdraw from the top ten heavy market shares and Industrial Bank.

In the fourth quarter of last year, Xie Zhiyu's fund performance has emerged, especially the benefits of Xingquan last year in the fourth quarter of last year of 9.41%. The scale has not fallen in the fourth quarter, and the total size of the three funds such as the intention of management, Xing Quan, Xingquan, and the full social value increased by 5.967 billion yuan in the previous quarter.

He said in the quarterly report that continued to adhere to the operational concept of the following stocks, mainly paying attention to the company's core competitiveness, balance the short-term valuation of the company and long-term value. Constantly looking for an investment target with a good price-effective, and pay attention to the outstanding company in the long-term development direction.