冯柳、邓晓峰等私募大佬持仓最新动向浮出水面……

上海证券报2021-07-31

随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。冯柳近10亿大手笔买入西部超导上市公司半年报数据显示，高毅邻山1号远望基金新进买入...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

孙大总
2021-08-01
孙大总
Good
Youn7276
2021-08-01
Youn7276
阅！
- rogue66:
  Nice!
Teerak
2021-07-31
Teerak
Omg
新手上路2
2021-07-31
新手上路2
机会难得
- Teerak:
  U riGht
LIMSIAWTONG
2021-07-31
LIMSIAWTONG
看来收割时间差不多了
中国ChinaATM
2021-07-31
中国ChinaATM
放出来就是准备收割了，收割不是稻米，是韭菜

发表看法

164

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1142769496?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","is_english":false,"pubTime":"2021-07-31 09:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1142769496","market":"sh","top_or_hot":-1,"title":"冯柳、邓晓峰等私募大佬持仓最新动向浮出水面……","media":"上海证券报","content":"<div>\n<p>随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。\n冯柳近10亿大手笔买入西部超导\n上市公司半年报数据显示，高毅邻山1号远望基金新进买入...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">网页链接</a>\n\n</div>\n","source":"shzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>冯柳、邓晓峰等私募大佬持仓最新动向浮出水面……</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n冯柳、邓晓峰等私募大佬持仓最新动向浮出水面……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 09:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。\n冯柳近10亿大手笔买入西部超导\n上市公司半年报数据显示，高毅邻山1号远望基金新进买入...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"688122","symbol_name":"西部超导","start_time":0,"source_url":"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw","article_id":"1142769496","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":{"source":"shzqb","url":"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1142769496","pubTimestamp":1627694319,"sourceInfo":{"source_id":"shzqb","name":"上海证券报"},"weMediaInfo":null,"summary":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688122":"西部超导"},"translate_title":"The latest trends in private placement positions such as Feng Liu and Deng Xiaofeng have surfaced...","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/02ba1cf9f26fc7f07a331f5449cf746d","symbols_score_info":{"688122":0.9},"content_text":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。\n冯柳近10亿大手笔买入西部超导\n上市公司半年报数据显示，高毅邻山1号远望基金新进买入西部超导1500万股，持仓市值9.73亿元。\n公开信息显示，西部超导是国内唯一实现低温超导线材商业化生产的企业，也是国际上唯一的铌钛(NbTi)锭棒及线材全流程生产企业。该公司是我国航空用钛合金棒丝材的主要研发生产基地，生产的高端钛合金主要用于航空领域，包括飞机结构件、紧固件和发动机部件等。\n从半年报数据显示，该公司2021年上半年营业收入12.56亿元，同比增长31.76%；归属于上市公司股东的净利润3.13亿元，同比增长136.36%；实现扣非净利润2.85亿元，同比增长150.76%；基本每股收益0.71元。\n由于公司展现了突出的经营能力，截至7月30日，西部超导二季度以来的上涨幅度达到54.07%。\n另外，冯柳自去年三季度买入海康威视后，维持了重仓操作。据公司半年报显示，冯柳管理的高毅邻山1号远望基金持有海康威视市值达138.68亿元。海康威视在今年上半年显示了突出的经营能力。根据半年报显示，该公司2021年上半年实现营业收入339.02亿元，同比增长39.68%；实现归属于上市公司股东的净利润64.81亿元，同比增长40.17%。由于海康威视业绩持续表现亮眼，截至7月30日，海康威视股价实现了翻倍上涨。\n邓晓峰坚定看好旭升股份、西部矿业\n自今年一季度重仓买入旭升股份后，邓晓峰在二季度继续加仓，至少有4只产品重仓了旭升股份。\n\n公司一季报显示，邓晓峰管理的3只产品同时进入旭升股份前十大流通股股东名单，分别是高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金，新进买入553.27万股、200.63万股和187.59万股，合计持仓市值达到2.93亿元。\n从二季报来看，邓晓峰继续加仓旭升股份。具体来看，高毅晓峰鸿远集合资金信托计划新进买入244.61万股，位列流通股股东第9位；同时，高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金继续增仓旭升股份。4只产品合计持仓旭升股份市值4.9亿元。\n据悉，旭升股份的产品主要应用于新能源和传统汽车行业及其他机械制造行业。从半年报显示，受益于新能源汽车的快速发展，公司下游客户订单持续放量，销售规模大幅增长，特斯拉、采埃孚、长城汽车、宁德时代等多个客户订单持续放量。公司业绩上半年保持快速增长，实现营业收入12.11亿元，同比增长82.35%；归属于上市公司股东的净利润2.11亿元，同比增长49.84%；归属于上市公司股东的扣除非经常性损益的净利润1.98亿元，同比增长48.76%。\n与此同时，邓晓峰自去年三季度买入西部矿业后，经过阶段性调仓后，截至二季度末，邓晓峰管理的2只基金仍然持有了西部矿业近10亿元市值。\n\n\n\n具体来看，早在去年三季度末，邓晓峰管理的高毅晓峰2号致信基金、高毅晓峰鸿远集合资金信托计划、晓峰1号睿远证券投资基金就新进西部矿业的前十大流通股股东名单，持仓市值合计达到5.7亿元。\n由于股价遭遇阶段性调仓，邓晓峰在今年一季度进行了减仓操作，高毅晓峰2号致信基金在一季度末持有西部矿业的市值为4.73亿元。\n二季度，邓晓峰再次大幅加仓西部矿业。截至今年二季度末，邓晓峰管理的高毅晓峰2号致信基金持有西部矿业的市值达到5.1亿元，高毅晓峰鸿远集合资金信托计划新进成为西部矿业前十大流通股东名单，持有市值达到4.52亿元。\n半年报显示，西部矿业主要受益于铜价上涨周期，公司铜产品迎来量价齐升。该公司上半年实现营业收入191.19亿元，同比增41.81%；实现净利润14.11亿元，同比增336.41%。\n连续3个季度重仓迪普科技\n再看另一家大型私募机构敦和资产，其已连续三个季度重仓迪普科技。\n从公开信息显示，敦和资产在去年四季度新进买入了迪普科技，在去年底持有迪普科技0.52亿元。经过小幅加仓后，敦和资产在一季度末持有市值达到0.59亿元。\n整体来看，敦和资产坚定看好迪普科技。截至二季度末，敦和资产持有迪普科技位列十大流通股第8位，持有市值达到0.6亿元。\n据悉，基于“应用即网络”技术理念，迪普科技自主开发了高性能硬件架构APP-X等系统，并在此基础上推出了深度业务路由交换网关(DPX)等上百款产品。半年报显示，该公司上半年营业收入约4.33亿元；归属于上市公司股东的净利润盈利约1.05亿元，同比增加23.14%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":802631446,"gmtCreate":1627775416785,"gmtModify":1633756588325,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802631446","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":802602216,"gmtCreate":1627773544135,"gmtModify":1633756603553,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅！","listText":"阅！","text":"阅！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802602216","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5390860,"gmtCreate":1627779219966,"gmtModify":1635163130229,"authorId":4087706766405160,"author":{"id":4087706766405160,"authorId":4087706766405160,"name":"rogue66","avatar":"https://static.tigerbbs.com/d05ef0a0c416c4b001aaa84f3a84e3fb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":802602216,"type":1,"supId":0,"prevId":0,"content":"Nice!","text":"Nice!","html":"Nice!"}],"langContent":"CN"},{"id":802147348,"gmtCreate":1627741299684,"gmtModify":1631891624038,"author":{"id":"3578895363297107","authorId":"3578895363297107","name":"Teerak","avatar":"https://static.tigerbbs.com/70741f8f742a273f9c4a9f268fca7aa3","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802147348","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":802944520,"gmtCreate":1627711428960,"gmtModify":1633756869264,"author":{"id":"3583359995924123","authorId":"3583359995924123","name":"新手上路2","avatar":"https://static.tigerbbs.com/e97f57cd532605d95296f886450fef56","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"机会难得","listText":"机会难得","text":"机会难得","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802944520","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5389009,"gmtCreate":1627741316051,"gmtModify":1635163308856,"authorId":3578895363297107,"author":{"id":3578895363297107,"authorId":3578895363297107,"name":"Teerak","avatar":"https://static.tigerbbs.com/70741f8f742a273f9c4a9f268fca7aa3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":802944520,"type":1,"supId":0,"prevId":0,"content":"U riGht","text":"U riGht","html":"U riGht"}],"langContent":"CN"},{"id":802926941,"gmtCreate":1627708865583,"gmtModify":1633756889614,"author":{"id":"4090551950961780","authorId":"4090551950961780","name":"LIMSIAWTONG","avatar":"https://static.tigerbbs.com/7c81c243d84bad5171a9e253bcc16567","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"看来收割时间差不多了","listText":"看来收割时间差不多了","text":"看来收割时间差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802926941","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":802059480,"gmtCreate":1627700978640,"gmtModify":1633756967996,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"放出来就是准备收割了，收割不是稻米，是韭菜","listText":"放出来就是准备收割了，收割不是稻米，是韭菜","text":"放出来就是准备收割了，收割不是稻米，是韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802059480","repostId":1142769496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":164,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1142769496"}