In recent market movements, the actions of institutional investors have provided a glimpse into investment strategies and areas of growing interestData sourced from sporadic announcements made by listed companies indicates a notable uptick in institutional investments in advanced manufacturing sectorsOver the past month, the frequency of institutional research efforts has skyrocketed, surpassing an impressive 50,000 inquiriesThis surge in activity underscores a proactive approach taken by institutions as they seek potential investment opportunities in a shifting economic landscape.

One prime example of this trend can be seen in Jinlei Co., a leading player in the wind power main shaft marketAccording to the company's announcement concerning stock repurchases and shareholder positions, significant investments have been made as of November 5thNotably, E Fund's Environmental Theme fund, managed by Qi He, has entered the top ten shareholders list with a stake of approximately 3.93 million sharesSimilarly, the East Hong Kong-Shenzhen fund managed by Qin Xuwen has also made significant acquisitions, earning a spot among the top shareholders with 2.5 million shares.

Jack Co., a leader in the industrial sewing machine sector, has similarly caught the attention of institutional investorsAgain, as of November 5th, Guangfa's Steady Growth fund, managed by Fu Youxing, entered the ranks of Jack Co.'s top ten circulating shareholders with an investment of 5 million sharesAdditionally, the National Social Security Fund's combination 115 has also positioned itself among the top shareholders, indicating a keen interest in the company's growth potential.

Furthermore, Zhenjiang Co. has experienced a notable increase in institutional backingSince the third quarter, and up until October 30th, Jianxin's New Energy Industry Stock fund, managed by Tao Can, has accumulated 1.77 million shares of Zhenjiang CoOther significant players, including the National Social Security Fund's combination 403 and two insurance products managed by TaiKang Life Insurance Co., have also entered the list of major shareholders

Advertisements

Zhenjiang’s primary business focuses on the design, processing, and sales of components for wind energy and photovoltaic equipment, marking it as a critical player in the ongoing green energy transition.

In the landscape of lithium-ion battery materials, Shentai Technology stands out, yet institutional perspectives seem splitAs of October 24th, compared to the end of the third quarter, Xie Zhiyu's Xingquan Hetun fund has increased positions by 1.1959 million sharesConversely, the East New Energy Vehicle Theme fund, led by Li Rui, has made its new entry among Shentai’s top ten circulating shareholdersIn stark contrast, Chen Tao's Zhonggeng Value Pioneer fund has reduced its stake by more than 1 million shares, indicating differing strategies even within the same investment category.

The data regarding frequently accumulated stocks shows that numerous listed firms are prioritizing international expansion in their growth strategiesFor instance, Zhenjiang Co. aims to enhance its competitive edge and fulfill the growing demand for its products in the European new energy marketA report from Great Wall Securities highlights the company’s investment of 600,000 euros towards establishing a wholly-owned subsidiary in Germany, representing a strategic move to consolidate its market positioning in EuropeFurthermore, Zhenjiang is also expanding its footprint by setting up photovoltaic manufacturing facilities in the United States and Saudi Arabia.

Current investment strategies favor high equity levels, indicating institutional confidence in market recoveryAccording to Southwest Securities, by November 15th, the average equity positions of active funds were recorded at 82.18%. Among them, active equity funds with assets ranging from 5 billion to 8 billion yuan displayed an even higher average occupancy rate exceeding 85%, reflecting a robust bullish sentiment.

The intensity of institutional research has also notably increasedRecent data from Choice reveals that inquiries from institutions have vastly progressed, with numbers exceeding 50,000 in the past month alone

Advertisements

Advertisements

Advertisements

Advertisements