A few days ago, Allianz China A-share Fund, the largest overseas Chinese equity fund, announced the latest position. In October, Allianz China A-share Fund reduced its holdings of the top ten heavy stocks. Among them, the reduction of shares in Ningde era and Enjie reached 18.58% and 11.92% respectively.
Data show that Allianz China A-share fund in June, July, August after three consecutive months of reduction, once re-increased positions in September. In October, the fund reduced its positions in the Ningde era. As of December 3, the fund was worth about 77.827 billion yuan, making it the largest Chinese equity fund for overseas stocks.
The two major lithium electric cattle stocks have released a fixed increase of 10 billion yuan one after another.
Judging from the stock price trend, both Ningde Times and Enjie shares have risen sharply this year. Ningde Times has risen 95.76% since the beginning of the year, and Enjie shares have risen 76.88% since the beginning of the year. The share price of Ningde era just hit an all-time high of 692 yuan last Friday.
It is worth noting that Allianz China A-share fund significantly reduced the holdings of these two companies, both belong to the lithium industry, not long ago issued a 10 billion fixed increase announcement. Among them, Ningde Times changed the original 58.2 billion fixed increase plan to a total of no more than 45 billion yuan; Enjie shares disclosed the fixed increase plan on the evening of November 22nd, and the total amount of funds to be raised does not exceed 12.8 billion yuan. According to incomplete statistics, since 2021, lithium listed companies have issued a fixed increase plan to raise a total of nearly 136 billion yuan.
On one side, it was reduced by the actual controller, and on the other, it was reduced by the organization.
In addition to overseas fund holdings, last week, Enjie shares announced that the controller and Dong Jiangao and other proposed combined reduction of no more than 2.75% of the company's total share capital.
According to the three quarterly reports of Ningde era, three of the top 10 outstanding stocks were reduced in the third quarter, including Hillhouse Capital Management Co., Ltd.-China value Fund (Exchange). The fund has reduced its holdings in Ningde era for two consecutive quarters, reducing its holdings by 7.9894 million shares in the second quarter and 2.1987 million shares in the third quarter.
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