Three stability and increase the fund touted LED plate

This year the market enthusiasm for the LED plate unabated. The day before the implementation of the listed company three optical non-public issuance of large fund companies have to join in; and the recently released data also show that the number of fund companies involved in the intensive investigation of the LED industry, listed companies such as photoelectric riyadh.

1 additional Sanan optoelectronics by holding

Before Sanan optoelectronics announced the non-public offering results announcement shows that the three optical non-public offering of 151 million 370 thousand shares. A total of 7 fund to participate in a given increase, of which there are 6 large public fund companies, including China Southern, yifangda, GF, Yinhua, wells, the total subscribed 121 million 100 thousand shares, accounting for 80%. According to the issue price of 21.8 yuan / share calculation, the total amount of funds to spend $6 to support the 2 billion 640 million. Qianyiji fund companies have given the increasing participation of 4, visible three optical set by popular attention.

While the festival of fund companies have released the announcement also shows that the fund's participation in a given product is its public offering, and non special products, with a view to a certain extent, this reflects the fund for bullish on stocks market outlook.

Specifically, the number of the most southern fund subscription, amounted to 32 million 490 thousand shares, the total invested 700 million yuan, the shares subscribed by all 11 of its funds raised in the bag, including the selected components of the south, the Southern Blue Chip growth, southern active configuration, southern steady growth, steady growth in South No. two, south of the high growth stocks, the South preferred value.

Second only to the southern fund, Yinhua Fund subscribed 27 million 120 thousand shares, of which the shares of the public offering of the fund by the 18 million 60 thousand shares. The largest number of options for the Yinhua core selection, Yinhua quality growth, Yinhua advantages of 3 fund companies.

In addition, the rich fund subscription of about 16 million 30 thousand shares, yifangda, GF, 3 Yinhua Fund companies have subscribed 15 million shares about. From China, GF, Wells Fargo fund, the subscription of all or most of the shares are also raised by its public offering of products.

After the completion of the issuance, Yinhua core selection, the Southern Blue Chip growth, China advantage growth, rich innovation theme Tianbo 4 public fund are among the top ten shareholders of seats.

And because the fund of the Blitz, the first trading day of the horse Sanan optoelectronics from trading, as of February 11th, three optical closed at 25.73 yuan, this calculation, 6 fund total floating profit 476 million yuan.

2 fourth quarter fund gallon

After the downturn in the early period, energy-saving lighting plate recently RE market attention. In mid December 2013, the United States stopped selling incandescent news prompted the LED plate to go back to the market under the eyes of the relevant stocks also performed well under the pursuit of funds. According to WIND data show that more than 30 LED stocks rose since 2014, half of the shares rose more than 2, a number of stocks rose more than 5.

The main products for the green LED chip HC semitek from December last year to start out of the wave of strong market prices, since this year the stock price rose more than 5. The photoelectric and honglitronic recent strong performance, this year also rose up to 55%, and the price has hit a new high stage. In addition, Moso, Xinhai, FSL, Chau Ming technology, Yankon, Jufei, Riyadh, the country star power 8 stocks also rose more than 30%, among the biggest gainers.

From last year, the fund's quarterly report, some LED stocks have been heavily held by the fund. Sanan optoelectronics is undoubtedly a most favored LED in stocks, not only the additional funds being touted in the fourth quarter of last year, has also been Sanan optoelectronics fund opening, the end of the fourth quarter of the fund's largest holdings of tradable shares accounted for more than 18%, compared to the end of the three quarter of this proportion increased by 7%. Poly fly optoelectronics is also optimistic about the fund, the fund holds more than 15% stake. Yankon, Chau Ming technology, Riyadh, REFOND etc. at the end of the fourth quarter were also the largest holding fund.

3 fund intensive research related companies

Recent institutional research published by the listed company is illustrated in the fund, brokerage agencies represented in the LED companies into action.

Statistics show that in 2014 of January, funds, brokerages and other institutions began intensive research into the LED industry listed companies. The photoelectric recently released investor relations activity records show that the Milky Way, CCB, Minsheng, Huatai Barry, Soochow, Noam, Xinhua, Ping An UOB, post, fortune SGAM, Manulife TEDA and many other fund companies and brokerage institutions in January this year, the company's research. But, Hui Tianfu, Peng Jianxin, Minsheng, Bo, Xinhua, China, Morgan, GF, post and several fund companies to riyadh. Honglitronic, HC semitek and rectangular lighting company also attract research institutions to go.

From the institutional point of view, a number of funds, brokers and other institutions are also concerned about the proposed LED plate. JP Morgan recently published the report pointed out that the current LED products have gradually become the mainstream, believe that the mainland began a new round of construction, can promote the long-term demand on product growth, chip prices fell LED plus, is expected to promote increased gross margin. China Merchants Fund is also recommended in the investment strategy report concerns LED plate.