大型基金将再次减少持有量。 这次是“金矿”吗？ _东方财富网

原标题：大型基金将再次减少持有量。 这是“黄金坑”吗？

概要

[ThebigfundisgoingtoreduceitsholdingsagainIsita”goldenpit”thistime?Intheviewofindustryinsidersunderthetrendofhighsemiconductorboomandacceleratedinvestmentinthesecondphaseoflargefundsforthesecondarymarketthereductionplanoflargefundsislikelytobeagoldenpit(ShanghaiSecuritiesNews)

25th, bigfundConcept stockDrive low. Open in the morning,Anji Technology、Jingfang TechnologyFell 8%,Zhaoyi Innovation、China Resources Micro、Sanan OptoelectronicsEqual average fell sharply, then gradually rose, closing at noon,Anji Technology、Zhaoyi InnovationThe declines narrowed to less than 4%.

　　Previously,Jingfang Technology、Zhaoyi Innovation、Anji TechnologyAnnounced at the same time on the 23rd, big funds plan to reduce holdingsthe companySharesNo more than 2%.

From the perspective of industry insiders, in the semiconductor boom, the second phase of the big fund is acceleratinginvestmentUnder the situation, the second levelmarketIn other words, the big fund’s shareholding reduction plan “smashed out” is likely to be a golden pit.

　　Buy more than sell

Will large funds reduce their holdings again, will it cast a shadow over the semiconductor market that has just improved? Smart money may see it as a “buy point.”

Check the 25th disk,Jingfang Technology, Zhaoyi Innovation and Anji Technology all gradually moved higher after opening low. By the midday closing, the share price declines of the three companies have all narrowed significantly.

In this regard, there are insiders in the semiconductor industryacceptThe Shanghai Securities News reporter said in an interview thatindustryUnder high economic conditions, the reduction of large fund holdings will not hinder the semiconductor market.In fact, in 2020, the bigFund investmentThe amount of is much greater than the amount of withdrawal.As the second-phase investment of the big fund enters an acceleration period, the big fund will give more semiconductor companiesInvest inJinhe development momentum.

　　According to Shanghai Zhengbao reporterstatisticsIn 2020, large funds will reduce their holdings by about 8.6 billion yuan. Among them, the big fund’s 2019 holding reduction plan for Zhaoyi Innovation has been completed in 2020, and the reduction amount is about 800 million yuan.

This time, the major funds have completed their reduction plans for Jingfang Technology, Zhaoyi Innovation, and Anji Technology. How much funds can be withdrawn?

If calculated according to the closing price on January 22, the total amount of funds that can be recovered from the reduction of the holdings of Jingfang Technology, Zhaoyi Innovation and Anji Technology by the big funds is about 2.9 billion yuan.

In addition, according to incomplete statistics from reporters from Shanghai Securities News, big funds willIndustry investmentNearly 34 billion yuan. Among them, the second phase of the Big Fund invested 10 projects, with a total investment of more than 32 billion yuan.

　　High industry boom

What is more noteworthy is that China’s semiconductor industry has reached a crossroads where the industry’s high prosperity is superimposed on the acceleration of domestic substitution. The entire industry has “endogenous” development momentum and is expected to develop by leaps and bounds.

The previousResearchShows that in the context of increasing global demand and the further transfer of industries to China, China’s semiconductorIndustry chainProduction capacity is tight, and “domestic substitution” is expected to accelerate again, and the industry boom is expected to continue in 2021.

Recently, manyBrokerageAlso released many timesResearch report, Emphasizing that the industry is booming and optimistic about domestic substitution.

Under the situation of tight production capacity, whether it is a fab or a packaging plant, only companies with new capacity can benefit from it.Zhongtai SecuritiesIt is believed that entering the post-technological era, the high growth of design and the certainty of mature foundry will bring (investment) opportunities.

　　West China SecuritiesIt is optimistic about the acceleration of localization and believes that the domestic manufacturing linelocalizationIncreased willingness to support, domestically produced equipmentCraftThe verification cycle has been greatly accelerated.

AnshinSecuritiesEmphasize that the fabcapitalExpenses are expected to increase significantly, and the industry’s cornerstone semiconductor equipment has ample space.

(Source: Shanghai Securities News)

(Editor in charge: DF064)