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Famous institutions after the festival investigation busy star stone investment staring supply side -www.jhyc.cn

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After the investigation of well-known institutions busy star stone investment on the supply side reform each reporter Chen Chen before the Spring Festival, the lattice financial investigation of a number of mainstream private sector data show that in the research institutions, more than half chose Qingcang holidays, even some private equity positions below 10%. Last week (February 15th ~19), the A stock market ushered in the "red market", at the same time, institutional investors have mobilized research, to build or adjust the stock pool. CIC also pointed out that some of the private institutions rebounded rapidly last week, while others took the opportunity to change warehouse positions, optimize the position structure. According to volcanic wealth statistics, last week, a total of 66 companies obtained institutional research, group investigation phenomenon is obvious. In participating institutions, well-known institutions star stone investment, be too numerous to enumerate, Ju Shenghua, dingnuo investment, freshwater springs, Chongyang investment, Greenwoods asset etc in its columns. After buying 3 shares in the investigation according to the Oriental Wealth Choice volcano wealth statistics found that a total of 66 research institutions last week listed companies, although the number is less than before, but by 5 and above institutional research group companies have increased dramatically, accounting for over 5. Among them, the Thai received 84, the pilot received 53 smart home, lanxum, 1000 technology, the branch of Kunlun, the other 11 companies also received over 20 or more institutions. The company is not only a high degree of concern, some have also been put into the "real mechanism". In February 18th, the research of intelligent pilot CICC, Hui Tianfu, Chinese, Shunya investment Greenwoods asset 55 agencies, including the fourth quarter of the dormant assets of colored butterfly. In the investigation, the main concern of the organization is the current production and operation of the company. The company said it is in full production status, but because of limited capacity, the capacity for high margin products, in order to expand revenues and profits will not sacrifice. In addition, the company and the market of the top five manufacturers of lithium have cooperation, major customers are expected to be more than 6 billion yuan in total investment in 2016. Intelligent pilot last week cumulative increase of 33.20%, amplitude is as high as 45.06%, so the results of natural entered the billboard. Last week, according to billboard data shows, leading intelligence in 4 on the list of 5 trading days. In this 4 billboard data, before buying the largest amount of five total net of about 424 million yuan. In addition, extensive shares in the research on the list, buying five total net 7 million 622 thousand yuan; the branch of research in second days after the list, buying five total net of about 237 million yuan. Although the organization gathers together the investigation and study not to be able to represent certainly will buy, but sometimes also can cause the market attention, even follows the trend. According to volcanic wealth estimates, the group of research stocks in the last week, the average weekly increase of 11.60%, outperforming the Shanghai Stock Index 8.11 percentage points. Star stone investment a week of research, 7 shares of star stone investment as a A stock market research experts, has been rushing around research. According to the volcano wealth statistics, since the beginning of the January 2016 first weekend, a total of 31 Star Stone Investment Research on home

知名机构节后调研忙 星石投资紧盯供给侧改革   ◎每经记者 陈晨   春节前,格上理财对多家主流私募机构进行了调研,数据显示,在其调研的机构中,半数以上选择了轻仓过节,甚至有部分私募的仓位在一成以下。   上周(2月15日~19日),A股市场迎来“红包行情”,与此同时,机构投资者纷纷出动调研,以构建或调整股票池。中投在线也指出,部分私募机构在上周反弹时迅速加仓,还有一些则借机调仓换股,进行仓位结构优化。   据火山财富统计,上周共有66家公司获得了机构调研,组团调研现象显著。在参与机构方面,知名机构不胜枚举,星石投资、钜盛华、鼎诺投资、淡水泉、重阳投资、景林资产等均在其列。   3股于调研后被买入    火山财富据东方财富Choice数据统计发现,上周机构一共调研了66家上市公司,数量虽不及节前,但被5家及以上机构组团调研的公司却大幅增加,占比超5成。其中,和而泰接待了84家,先导智能接待了53家,立思辰、千方科技、中科创达、昆仑万维等11家公司也各接待了超20家以上的机构。上述公司不仅受关注度高,有的还被机构投入了“真枪实弹”。   2月18日,先导智能获得了中金公司、汇添富、华商、尚雅投资、景林资产等55家机构的调研,其中也包括四季度就蛰伏其中的蝶彩资产。调研中,机构主要关心的是该公司目前的生产经营状况。该公司表示,目前其处于满产的状态,但因受到产能的限制,其把产能用在高毛利的产品上,不会为了扩大营收而牺牲利润。另外,该公司与市场排名前五的锂电生产厂商都已有合作,主要客户预计在2016年总体投资会超过60亿元。   先导智能在上周累计涨幅达到33.20%,振幅更是高达45.06%,如此成绩自然进入了龙虎榜。根据上周龙虎榜数据显示,先导智能在5个交易日内4次上榜。在这4次龙虎榜的数据中,买入金额最大的前五合计净额约4.24亿元。除此之外,广博股份在调研当天上榜,买入前五合计净额762.20万元;中科创达在调研后第二天上榜,买入前五合计净额约2.37亿元。   机构扎堆调研虽不能代表一定会买入,但有时也能引起市场关注甚至跟风。据火山财富测算,被组团调研的个股在上周平均周涨幅达11.60%,跑赢沪指8.11个百分点。   星石投资一周调研7股    星石投资作为A股市场上的调研能手,一直在奔波调研。据火山财富统计,自2016年一月初至上周末,星石投资总共调研了31家上市公司,仅上周就调研了7家公司,分别是荣盛石化、恒逸石化、雅克科技、立思辰、中科创达、千方科技和首航节能。其中有3家公司属于化工行业,有3家公司属于计算机行业,还有1家公司属于电气设备行业。   据《金融投资报》节前报道,星石投资总经理杨玲认为就投资机会而言,看好供给侧改革。而2015年大部分大宗化工产品都出现了较为严重的产能过剩,供给侧改革为化工等传统产业带来新的增长动力。星石投资在节后首周就大力调研化工行业公司,这也印证了其对供给侧改革看好的态度。   此外,怡亚通的调研机构也颇引人关注。2月17日,举牌大户钜盛华调研了怡亚通,前去的还有鼎诺投资、兴业证券、东大资产等10家机构。值得注意的是,鼎诺投资是其董事长程能红亲自调研。 进入【新浪财经股吧】讨论相关的主题文章: