"Venture Capital", Love And Hate Mingled With Secret Fund.

< p > in the two quarter, the Shanghai Composite Index fell 11.5%, while the < a href= "http://sjfzxm.com/news/index_cj.as" > the gem index < /a > rose 16.8%. Recently, with the disclosure of the two quarterly report of the fund, the statistics found that 141 of the 356 GEM stocks entered the ten largest heavy share stocks in the two quarter of the fund, and the total number increased by 9 at the end of the first quarter.

Among them, 36 new entries, 71 additional holdings, 33 holdings, 1 holdings unchanged, and 26 stocks out.

< /p >

< p > New 36, < /p >.

< p > billion Li Li, the largest market value is less than /p.

< p > 36 funds in the two quarter of the new GEM stocks, billion weir lithium can capture two first: its new market value is the largest, and the interval is the highest.

< /p >

< p > statistics show that according to market capitalization, billion Li Li is the largest new gem stock in the two quarter of the fund, and the total number of 5 funds is 7 million 670 thousand and 200 new shares, with a market value of up to 181 million yuan.

The 3 fund of Morgan's top investment is a new way to join together: buying the 3 million 353 thousand and 100 stocks on the upper investment industry, buying 2 million 674 thousand and 100 shares on the double interest balance, and buying 338 thousand and 900 shares on the top of the core investment, together with 6 million 361 thousand and 600 shares.

In addition, Changsheng has 1 million 164 thousand and 100 shares and 140 thousand shares of GFA consumer goods.

< /p >

< p > the new market value of the new culture is only less than 100 billion cubic meters of lithium, which is 159 million yuan. The total number of new holdings is 4 million 101 thousand and 300 shares. It is also one of the 36 new stocks that have the largest number of new holdings. A total of 7 funds will be the first ten largest ones in the two quarter.

< /p >

< p > if the shares are sorted according to the number of shares, Hua test is the two largest fund in the second quarter. The total number of 4 new funds is 11 million 624 thousand and 500 shares and the market value is 134 million yuan.

Among them, the Guangda Department has 3 new champions, the Everbright dividend, the Everbright industry, and the Everbright dynamic best buy together 11 million 344 thousand and 600 shares, and the galaxy buys 280 thousand shares.

However, the stock price trend in the two quarter was not strong, but rose only 3.64%, but it has risen 16.78% since July.

< /p >

< p > except for 100 billion lithium-ion energy, new culture and Chinese test, 7 of the 36 newly launched GEM stocks have been promoted by 2 or more than 2 funds at the same time.

They are NTU Optoelectronics (7), poly fly photoelectric (5), gold card Share (5), Riad (3), Haida (3), Yongqing environmental protection (2), Shenzhou taeyue (2). < /p >

< p > from the investment effect, the effect of the 36 groups is better than the action alone: the 10 stocks rose 33.72% on average in the two quarter, only slightly down 0.27% in Yongqing. Since July, the stock price has continued to rise 15.4%, and Haida has increased 30.96%.

The 26 single fund's new GEM stocks rose by an average of 11.66% in the two quarter, up 7.26% in July, far below the former.

< /p >

< p > however, the outstanding leader of the action fund alone is still noticeable. In the two quarter, Yinhua became rich and bought a lot of sunshine power (stock market trading point) 9 million 78 thousand and 200 shares, and the new market value was as high as 147 million yuan.

Sun power also rose 63.57% in the two quarter, and its share price rose 5.2% since July.

Sunshine power first half results forecast disclosure, net profit or year-on-year growth of 10%~30%.

{page_break} < /p >

In addition to that, P has joined the ETF's new euro bit, Tianzhou culture, the new Huayu software of China Post strategic emerging industry, and Changxin convertible bonds A's new technology in the two quarter has increased by more than 30%.

< /p >

In the two quarter of the second quarter of the gem index, while P rose 16.8%, individual funds were still stepping up "landmines".

Xinghe Biology (Yi Fangda venture board ETF new 2 thousand shares), precision forging technology (Yi Fangda steady income A new 496 thousand and 900 shares), Rui Qi shares (Everbright dynamic optimization of the new 893 thousand and 700 shares), Bao Tong belt industry (long letter double profit optimization (fund net value fund) new 840 thousand and 200 shares), oak shares (value sharing of Chinese new shares 2 million 703 thousand and 800 shares), concentrating technology (Huaan Xin Xin A earnings 300 thousand new shares) fell by more than 5%, especially the Xinghe biological two quarter dropped by 21.74%, precision forging technology, sharp odd shares fell more than 10%.

< /p >

The difference between the < p > increase shows to some extent that the fund has successfully changed its position.

Statistics found that compared with the 26 GEM stocks abandoned in the two quarter, the 36 new GEM stocks of the fund increased by 17.79% on average in the two quarter, up 12.79% from an average of 26.

The 36 stocks rose 26.7% in the first half, up 9.53% since July.

< /p >

< p > out of 26, < /p >.

< p > the concept of "mobile Tour" is wrongly killed by "green /p".

In the two quarter of the year, the most popular concept of hand travel was hyped up, making the Zhongqing Bao, the main development and operation of online games, the most dazzling star: the single quarter rose 195.44%, leading the two tier market. P

In its first half performance announcement issued in July 11th, it said net profit rose or reached 66.37%~94.89%.

< /p >

< p > however, such a Daniu stock has rarely been raised for public funds. Since its listing, it has seen only a single quarter, and only a few individual funds have listed it as the top ten.

< /p >

< p > Zhongqing Bao shares were flat in the first quarter, and only slightly increased by 1.37%.

In the fourth quarter of last year, Zhongqing Bao entered the new top ten heavy duty blue chips, but sold them all in the first quarter of this year.

The only way to enjoy the second quarter's rise was the rotation of Xinhua Industry. In the first quarter, it bought 2 million 582 thousand and 700 shares of Zhongqing Bao, ranking the second largest in the stock market. In the two quarter, the Xinhua Industry took turns to reduce its holdings in the first ten largest positions.

However, since July, the price of the Chung Po has not been "extinguished", and the share price has risen by 34.03% as of July 19th.

< /p >

< p > secondly, the 35 Internet share price rose 117.96% in the two quarter, and has continued to rise 21.76% since July.

At the end of the first quarter, Jiashi hit 400 at the time of its establishment, which was once listed as the top ten heavy margin stocks, but then disappeared in the top ten heavy positions in the second quarter, while other active funds did not own it.

< /p >

< p > Dewey video Rose 83.05% in the two quarter. It was once one of the top ten heavily stock positions in Penghua industry, but it continued to reduce in the one or two quarter and adjusted its top ten positions in the two quarter.

{page_break} < /p >

< p > Zhongqing Bao, 35 interconnection and the rise of Dewei video are only special cases.

Statistics found that, on the whole, the fund in the two quarter adjusted the top ten stocks of the 26 top growth stocks, only 3 of them fell in the first quarter, while the remaining 23 rose, while 17 in the two quarter fell, and only 9 increased.

That is to say, the fund has the intention of making profits.

< /p >

< p > however, since July, only 4 of the 26 stocks abandoned by the fund have fallen, and the 4 stocks have dropped continuously since the two quarter.

< /p >

< p > in specific terms, 17 of the 26 stocks fell two in the two quarter, respectively, which were lower than 21.88% in the aboriginal chemical industry, 20.68% in double Forest shares, 20.41% in silicon technology, and 10% in Er Kang pharmaceuticals and Zhongwei electronics.

< /p >

Except for Zhongqing Bao, 35 interconnect and Dewey video, P rose 46.2%, Fuyuan Telecom rose 31.09%, Tianrui instrument rose 18.56%, Tianjin membrane technology rose 18.05%, Li Bang equipment rose 12%, and the star shares rose 3.52% by 9.

< /p >

< p > from the perspective of fund reduction, apart from Dewey video, Aboriginal chemical, HKUST intelligence, Er Kang pharmaceutical, steel research and high tech, Yi An technology, Zhongwei electronics, Shuang Lin share and Tong Yuan oil have been reduced for two consecutive quarters.

< /p >

< p > control plate 22 < /p >

< p > water holding exceeds 30% "/p".

< p > if the impact of heavily loaded stocks on the net value of the fund is affected, the fund holds the higher proportion of the shares with the circulation share, and the trend of the fund will have a greater impact on its stock price.

< /p >

< p > statistics found that at the end of the two quarter, 22 of the 141 GEM stocks held by the fund accounted for more than 15% of the outstanding shares, of which 11 were more than 20%, becoming the absolute "heavy" stocks of the fund.

< /p >

< p > such as the blue water source is the first heavy warehouse stock of the gem, while the fund holds 31.89% of the circulation shares, and the proportion of circulation shares of Yin Bang shares and Hengtai app are all over 30%, respectively, 31.19% and 30.3% respectively.

{page_break} < /p >

At the end of the two quarter of P, a total of 5 funds were heavily occupied by Yin Bang shares, totaling 14 million 596 thousand and 500 shares, 11 million 231 thousand and 500 shares higher than the end of the first quarter.

Among them, China post system has become the largest proportion of the largest share of Yintong shares, and its 3 funds have 14 million 505 thousand and 300 shares, accounting for 30.03% of the total shares.

That is to say, Yin Bang shares have become a major shareholder in China Post, and its trend has far-reaching impact on Yin Bang share.

In particular, the core growth of China post is that its single fund holds up to 9 million 318 thousand and 500 shares of Bank of China and 19.91% of its shares.

Yin Bang shares rose 24.96% in the two quarter, up 15.24% since July.

< /p >

Compared with the P, the fund's shareholding for the tradable shares of Hengtai APPU is relatively scattered. A total of 7 fund companies, together with 17 funds, have 31 million 948 thousand and 500 shares, representing 17 million 477 thousand and 100 shares at the end of the first quarter.

Among the 7 fund companies, the largest shareholding ratio is the Bank of agriculture and cash fund. Its 5 funds have 13 million 891 thousand and 300 shares and 13.17% of the shares.

And Huabao Xingye accounted for 6.27%, and GF, Hui Tianfu and financial holding share accounted for 2% to 4%.

Hengtai appro shares rose 33.57% in the two quarter and up 15.26% since July.

< /p >

< p > in addition, the fund accounts for more than 20% of the circulation shares, as well as Yi Hualu (27.44%), Wei Ning software (27.38%), blue cursor (25.43%), Tomson health, furritt (23.59%), Chang Ying precision (23.56%), jintin shares (23.27%), and hCG Technology (20.61%). < /p >

< p > increase of 71, < /p >

< p > palm interest technology rose 218% < /p >

< p > appeared in the 141 top growth stocks of the top ten largest stocks in the two quarter of the fund, and the number of holdings increased by half to 71.

The fund has increased its total holdings by 616 million shares, and the market value of its holdings is as high as 34 billion 100 million yuan.

< /p >

< p > we can see that increasing the number of GEM stocks has become the main operation of the fund in the two quarter.

The 71 stocks rose by an average of 23.62% in the two quarter, which seems to be more successful overall.

< /p >

< p > statistics found that 10 of the 71 stocks increased by 50% over the first quarter, with an average increase of 67.02%, but the fund did not dare to overestimate the value and continued to increase in the two quarter.

< /p >

< p > however, the 10 stocks continued to rise in the two quarter, with an average increase of 36.17% in the two quarter, but the average stock price rose 10.86%.

< /p >

< p > in which, he Jia shares rose 87.12% in the first quarter, during which 6 funds were heavily loaded, and 13 million 360 thousand and 400 shares were held together, of which 6 million 445 thousand and 800 shares were the largest number of Chinese dividends. However, in the two quarter, Ho Jia shares had disappeared from the ten largest positions before the Huaxia dividend.

However, the increase of nearly 9 in the first quarter did not scare away other funds. In the two quarter, the fund of heavyweight and good shares rose to 25, and the number of holdings increased to 27 million 875 thousand and 800 shares.

{page_break} < /p >

< p > except at the end of the first quarter of the first quarter, Yi Fang Da medical industry, letter to Australia silver small cap, letter and Australian silver industry upgrading, Changan's macro strategy continued to increase positions in the two quarter. The fund of 15 fund companies such as INVESCO the Great Wall, Dacheng and Huabao Xingye and other 15 fund companies were active in the new development. The two funds of the Great Wall Shun Shun the Great Wall and the core competition of Jing Shun's core competition altogether bought 13 million 313 thousand and 500 shares; the Dacheng Group bought 6 million 391 thousand and 100 shares, and Huabao Xingye bought 3 million 997 thousand and 800 shares.

< /p >

After the P increase, the fund made up 41 million 236 thousand and 200 shares and 883 million of the market value.

In the wake of the fund's rise, shares of Ho Jia shares continued to rise 49.81% in the two quarter, up 6.21% since July.

< /p >

< p > plus, in the first quarter, palm technology shares rose 60.23%, while the two quarter continued to rise 98.34%.

Palm interest technology rose 217.81% in the first half of the year, ranking first in the 356 GEM stocks.

< /p >

< p > at the end of the first quarter, palm science and technology entered 6 "a href=" http://sjfzxm.com//business/ "fund" /a "top ten shareholder seats, holding 5 million 41 thousand and 800 shares together, ICBC Credit Suisse became the main force, and 4 funds held 4 million 653 thousand and 900 shares.

Similar to the Chinese bonus, at the end of the two quarter, ICBC Credit Suisse reduced its interest to 352 thousand shares, while the remaining 13 funds began to enter.

Among them, the Bank of China has 7 million 8 thousand and 700 new stocks and the largest number, while the two quarter outstanding bank of agriculture and banking group bought 6 million 575 thousand and 800 shares, and Huabao Xingye, Huatai, and Thailand also held more than one million shares.

Palm interest technology has continued to rise since July, rising 24.2%.

Its net profit in the first half of the year is expected to grow by 40%~60% over the same period.

< /p >

< p > in addition, the fund's high growth GEM stocks include Changxin Technology (Holdings of 24 million 556 thousand and 900 shares), Jinxin (Holdings of 327 thousand and 500 shares), furritt (4 million 213 thousand and 400 shares), Han Yu Pharmaceutical (Holdings 2 million 849 thousand and 500 shares), Jinlong Electrical and mechanical holdings 2 million 799 thousand and 500 shares, Wan Shun shares (17 million 953 thousand and 100 shares), Xiang Xue Pharmaceutical (12 million 518 thousand and 900 shares Holdings), Oriental Wealth (61 million 479 thousand and 800 shares). < /p >

< p > as a whole, the 71 holdings of stocks are the first largest stock in the two quarter of the gem, the largest stock holdings, and the largest number of stocks covered by the Fund: at the end of the two quarter, it appeared in the top ten major stocks of 72 funds and 27 fund companies.

The fund holds 164 million shares of blue water sources, which has increased by 67 million 213 thousand and 700 shares at the end of the first quarter, and the total market capitalization value of the stock has reached 6 billion 162 million yuan.

< /p >

< p > the most vigorous is the TEDA Manulife, and its 8 funds have 13 million 848 thousand and 800 shares in the two quarter, adding 13 million 496 thousand and 900 shares at the end of the first quarter.

Huabao Xingye holdings 11 million 89 thousand and 800 shares to 36 million 559 thousand and 900 shares, is also one of the largest number of fund companies.

Schroder increased 8 million 589 thousand and 600 to 26 million 291 thousand and 100 shares, and the Southern Department increased 7 million 133 thousand and 400 to 20 million 475 thousand and 600 shares.

< /p >

Under such a strong increase, the share price of the blue water source is not "amazing": it rose 14.47% in the second quarter and increased by 121.39% since July.

Blue water sources in the first half of 2013 performance forecast that net profit rose or up to 25%~35%.

< /p >

< p > in addition, two cultural media stocks suspended by the two companies, Huayi Brothers and Hua CE films were also highly sought after by the fund before they were suspended, adding 39 million 295 thousand and 800 shares and 32 million 587 thousand and 100 shares respectively.

{page_break} < /p >

< p > minus 33, < /p >.

< p > accurate departure from Guo Teng electronics < /p >

< p > not only "catch up" but also "kill".

Statistics found that the two quarter, the 33 quarter of the stock market to reduce the performance of 33 GEM stocks, far less than the increase of stocks: 33 stocks in the two quarter average increase of only 6.24%, far away from the gem index, of which more than 9 fell more than 10%.

< /p >

< p > the frequency of Jinkang new materials in the two quarter was over 20%, while the fund reduced 3 million 82 thousand and 100 shares and 2 million 203 thousand and 200 shares respectively.

In addition, Hua Ren Pharmaceutical Holdings reduced by 2 million 513 thousand and 100 shares), shubard (reduced 634 thousand and 400 shares), Pathfinder (reduced 2 million 102 thousand and 500 shares), Na Chuan shares (reduction of 1 million 48 thousand and 500 shares), Jinsheng shares (reducing 9 million 671 thousand and 600 shares), Watson biological (135 thousand and 100 shares), East Fulong (1 million 64 thousand and 200 shares reduction) two quarter share price declines were more than 10%.

< /p >

< p > recently, Guo Teng electronics, which was actually taken away by the actual controllers, was finally confirmed by the announcement in July 18th. After a short suspension, the stock price was once down.

This is a "black swan" for the heavily loaded fund, but most of the heavily loaded funds have successfully reduced their holdings in the two quarter.

Guo Teng electronics reduced its stock holdings for the two quarter of the second largest gem.

< /p >

< p > first quarter, the 3 funds are heavily loaded with national Teng electronics.

Chang Sheng Tong De, Chang Sheng holds 10 million 1 thousand and 600 shares and 2 million 4 thousand shares respectively. BAOYING core advantage holds 600 thousand shares, totaling 12 million 602 thousand shares.

At the end of the two quarter, the 3 funds had all been reduced, and only 2 million 122 thousand and 900 of them were new in the same field. That is, the two quarter fund reduced the 10 million 482 thousand and 700 shares of Guo Teng electronics.

In the two quarter, shares of China Teng electronics fell 3.93%, and 4.36% since July.

< /p >

< p > trimer environmental protection has become the largest gem of the fund to reduce stocks, and a total reduction of 27 million 828 thousand and 900 shares in the two quarter.

There are 4 fund companies remaining in the stock market, that is, Yinhua, Da Mo, China Post venture and Jin Yuan Hui Li, together holding 21 million 681 thousand and 200 shares.

Trimer's environmental share price rose in the first quarter, which rose 75.13% in the first quarter.

In the two quarter, with the withdrawal of the fund, its share price was stagflated, only a slight increase of 3.09%.

And since July, it has dropped by 1.87%.

< /p >