邓晓峰、裘国根、冯柳、庄涛、吴星…私募大佬持仓来了

中国基金报2021-03-13

近期上市公司2020年年报正在火热披露中，高毅资产、重阳投资、盘京投资、凯丰资产、磐沣投资等百亿私募的持仓也浮出水面。去年四季度，高毅首席投资官邓晓峰大幅加仓中航重机，减持宏发股份；高毅董事总经理冯柳、重阳投资掌门人裘国根则坚定持有上海家化；盘京投资买进淳中科技，磐沣投资减持汤臣倍健。邓晓峰加仓中航重机减持宏发股份年报显示，高毅资产首席投资官邓晓峰管理的高毅晓峰2号致信基金，在2020年四季度末...

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

开始动
2021-03-14
开始动
狼来了
开始动
2021-03-14
开始动
好
Eison817
2021-03-13
Eison817
赞
Sunnylr
2021-03-13
Sunnylr
私暮也有不如意的时候
水中月镜
2021-03-13
水中月镜
说说你对这篇新闻的看法...
- 仁者无敌888:
  🛫️
- 水中月镜:
  不想炒股

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2119679269?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e","is_english":false,"pubTime":"2021-03-13 11:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2119679269","market":"hk","top_or_hot":-1,"title":"邓晓峰、裘国根、冯柳、庄涛、吴星…私募大佬持仓来了","media":"中国基金报","content":"<div>\n<p>近期上市公司2020年年报正在火热披露中，高毅资产、重阳投资、盘京投资、凯丰资产、磐沣投资等百亿私募的持仓也浮出水面。去年四季度，高毅首席投资官邓晓峰大幅加仓中航重机，减持宏发股份；高毅董事总经理冯柳、重阳投资掌门人裘国根则坚定持有上海家化；盘京投资买进淳中科技，磐沣投资减持汤臣倍健。邓晓峰加仓中航重机减持宏发股份年报显示，高毅资产首席投资官邓晓峰管理的高毅晓峰2号致信基金，在2020年四季度末...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n","source":null,"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>邓晓峰、裘国根、冯柳、庄涛、吴星…私募大佬持仓来了</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邓晓峰、裘国根、冯柳、庄涛、吴星…私募大佬持仓来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-03-13 11:21 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期上市公司2020年年报正在火热披露中，高毅资产、重阳投资、盘京投资、凯丰资产、磐沣投资等百亿私募的持仓也浮出水面。去年四季度，高毅首席投资官邓晓峰大幅加仓中航重机，减持宏发股份；高毅董事总经理冯柳、重阳投资掌门人裘国根则坚定持有上海家化；盘京投资买进淳中科技，磐沣投资减持汤臣倍健。邓晓峰加仓中航重机减持宏发股份年报显示，高毅资产首席投资官邓晓峰管理的高毅晓峰2号致信基金，在2020年四季度末...</p>\n\n<a href=\"None\">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":null,"symbol_name":null,"start_time":0,"source_url":null,"article_id":"2119679269","we_media_id":"6","thumbnails":["https://static.tigerbbs.com/e62f8ab97654b9d4f235a7b85cd8647e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2119679269","pubTimestamp":1615605660,"sourceInfo":null,"weMediaInfo":{"media_name":"中国基金报","introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"summary":"份额快速提升，这两只票更受益。　　近期上市公司2020年年报正在火热披露中，高毅资产、重阳投资、盘京投资、凯丰资产、磐沣投资等百亿私募的持仓也浮出水面。　　去年四季度，高毅首席投资官邓晓峰大幅加仓中航重机，减持宏发股份；高毅董事总经理冯柳、重阳投资掌门人裘国根则坚定持有上海家化；盘京投资买进淳中科技，磐沣投资减持汤臣倍健。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Deng Xiaofeng, Qiu Guogen, Feng Liu, Zhuang Tao, Wu Xing... The first batch of private placement bosses have come","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c5f47fb54f3914f50b27d74c8d493132","symbols_score_info":{},"content_text":"近期上市公司2020年年报正在火热披露中，高毅资产、重阳投资、盘京投资、凯丰资产、磐沣投资等百亿私募的持仓也浮出水面。去年四季度，高毅首席投资官邓晓峰大幅加仓中航重机，减持宏发股份；高毅董事总经理冯柳、重阳投资掌门人裘国根则坚定持有上海家化；盘京投资买进淳中科技，磐沣投资减持汤臣倍健。邓晓峰加仓中航重机减持宏发股份年报显示，高毅资产首席投资官邓晓峰管理的高毅晓峰2号致信基金，在2020年四季度末大幅加仓了中航重机，增持141.28万股，最新持股数量为1064.65万股，占流通A股的1.24%，期末持股市值达2.66亿元，位列第十大流通股东。基金君发现，邓晓峰旗下基金是在2020年三季度首次进入中航重机前十大流通股东之列，该股在去年四季度涨幅高达79%左右，邓晓峰在这个过程中继续加仓，可见他看好。但中航重机在今年年初的这波调整中，跌幅也比较大。中航重机3月11日晚间披露的年报显示，公司2020年实现营业收入66.98亿元，同比增长11.92%；归属上市公司股东的净利润3.44亿元，同比增长24.91%；基本每股收益0.37元。公司拟每10股派发现金红利0.495元（含税）。中航重机被誉为“中国航空工业第一股”，是中国军用航空航发锻件龙头，产品几乎覆盖国内所有飞机和发动机型号。中信证券认为，中航重机将在2021年迎来发展拐点：1、基本面拐点，预计公司将充分受益航空装备更新换代、军机加速列装所带来的军用航空锻件市场持续扩容；2、盈利能力拐点，公司近几年正逐步剥离低效资产，剥离力源金河，聚焦航空主业提升效能后，预计其盈利能力将自今年出现明显拐点；3、管理能力拐点，公司2020年推行股权激励，有利于提高员工积极性，加速业绩释放。“1月15日公司发布定增预案，我们认为此次定增完成后将有利于公司产能建设，优化产品结构，还有助于增强核心竞争力，提升盈利能力。”同时，邓晓峰对利安隆持股未变，年报显示，高毅晓峰2号致信基金在2020年四季度末持有利安隆323.05万股，占流通股比例1.77%，期末持股市值为1.27亿元，位列第十大流通股东。邓晓峰旗下的基金是在2020年三季度新进利安隆的，该股去年四季度也涨了23.25%，年初利安隆股价震荡比较厉害。利安隆是是全球领先的高分子材料抗老化助剂产品和技术供应商、国家级高新技术企业，主要产品有抗氧化剂、光稳定剂和整体解决方案复配产品U-pack。2020年年报显示，利安隆实现营业收入24.83亿元，同比增长25.5%；归属于上市公司股东的净利润2.93亿元，同比增长11.7%；基本每股收益1.43元，拟每10股派发现金红利2.15元（含税）。但是，邓晓峰对“心水股”宏发股份却大幅减持了。年报显示，高毅晓峰2号致信基金去年四季度减持宏发股份323.12万股，目前持股数量为855.01万股，占流通股的1.15%，期末持股市值为4.64亿元，位列第八大流通股东。同时，中信信托锐进43期高毅晓峰投资集合资金信托计划则彻底退出了宏发股份前十大流通股东之列。基金君发现，邓晓峰是在2018年一季度首次出现在宏发股份的前十大流通股东名单里，此后虽然有增仓和减仓的动作，但是一直坚定持有该股，显示出“长情”。当然宏发股份这三年来表现也很突出，从底部一路涨至阶段高点66.30元，相信在这个过程中邓晓峰也是赚得盆满钵满，但年初该股跌幅也不小。宏发股份是中国继电器行业的龙头企业，产品涵盖继电器、低压电器、高低压成套设备、电容器、精密零件及自动化设备等多个类别，广泛应用于工业、能源、交通、信息、生活电器、医疗、国防等领域。前不久披露的2020年年报显示，宏发股份2020年实现营业收入78.19亿元，同比增长10.42%；净利润8.32亿元，同比增长18.19%。基本每股收益1.12元。公司拟每10股派发现金红利3.4元（含税）。两家百亿私募坚定持有上海家化较早披露2020年报的上海家化，被两家百亿私募重仓持有，包括高毅资产和重阳投资。年报显示，高毅资产董事总经理冯柳管理的高毅邻山1号远望基金，去年四季度末对上海家化持股不变，持股数量为2380万股，占流通股的3.55%，期末持股市值达8.27亿元，位列第二大流通股东。冯柳是在2020年二季度买进上海家化的，三季度继续增持。私募大佬裘国根执掌的重阳投资，多年来对上海家化一直十分钟情。年报显示，重阳战略聚智基金、重阳战略同智基金两只产品，去年四季度末分别持有上海家化1897.12万股、1060.01万股，合计期末持股市值高达10.27亿元。作为化妆品、个人护理、家居护理用品的龙头公司，上海家化2020年营业收入70.32亿元，同比下降7.43%；归母净利润4.30亿元，同比下降22.78%；实现扣非净利润3.96亿元，同比增长4.3%。从股价表现来看，上海家化近一年波动较大，去年四季度跌了7.88%，今年年初也是大涨后又暴跌。盘京投资买进淳中科技磐沣投资减持汤臣倍健盘京投资、凯丰投资、磐沣投资等几家百亿私募的持仓也率先曝光，我们一起来看看。年报显示，庄涛执掌的盘京投资，旗下盘京天道7期私募证券投资基金去年四季度新进淳中科技，持有79.56万股，占流通股的0.90%，期末持股市值为0.26亿元，位列第十大流通股东。淳中科技是专业视音频显控产品及解决方案的供应商，年报显示，淳中科技2020年实现营业收入4.83亿元，同比增长29.99%；归属于上市公司股东的净利润1.28亿元，同比增长12.32%；基本每股收益0.96元；拟每10股转增4股并派发现金股利4元（含税）。吴星执掌的凯丰投资，旗下凯丰星睿股票策略1号证券投资私募基金则出现在金雷股份的前十大股东名单，到2020年末持有189.57万股，占总股本的0.72%，期末持股市值为0.63亿元。基金君发现凯丰投资持有的是限售流通股，因为其在去年参与了金雷股份的定增，锁定期为6个月。北京的百亿私募磐沣投资，旗下磐沣价值私募证券投资基金在去年四季度减持了汤臣倍健501.50万股，期末持有1293.37万股，占流通股的1.45%，期末持股市值达到3.12亿元。汤臣倍健是保健食品行业龙头，其2020年年报显示，公司实现营业收入60.95亿元，同比增长15.83%；实现归母净利润15.24亿元，同比增长528.29%。业绩增长主要由公司“科学营养”战略、研发实力、核心市场策略驱动。","kind":null,"is_publish_news":false,"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":326492531,"gmtCreate":1615693708523,"gmtModify":1703492152858,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"狼来了","listText":"狼来了","text":"狼来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326492531","repostId":2119679269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":326498509,"gmtCreate":1615693557801,"gmtModify":1703492149420,"author":{"id":"3573348577250194","authorId":"3573348577250194","name":"开始动","avatar":"https://static.tigerbbs.com/2a9c7b5059675ea831ba5b42ef1948ec","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326498509","repostId":2119679269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":326606647,"gmtCreate":1615623380189,"gmtModify":1703491724028,"author":{"id":"3576889252489012","authorId":"3576889252489012","name":"Eison817","avatar":"https://static.tigerbbs.com/3afe658dbab12a61559497a97c05a2b0","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326606647","repostId":2119679269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":326876530,"gmtCreate":1615621565620,"gmtModify":1703491710796,"author":{"id":"3559518468531412","authorId":"3559518468531412","name":"Sunnylr","avatar":"https://static.tigerbbs.com/a250cc38b97995fbf03f36c63041af7f","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"私暮也有不如意的时候","listText":"私暮也有不如意的时候","text":"私暮也有不如意的时候","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326876530","repostId":2119679269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":326854257,"gmtCreate":1615618839679,"gmtModify":1703491686600,"author":{"id":"3558672706395546","authorId":"3558672706395546","name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/326854257","repostId":2119679269,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3792911,"gmtCreate":1615732597007,"gmtModify":1635754587829,"authorId":3568281367488341,"author":{"id":3568281367488341,"authorId":3568281367488341,"name":"仁者无敌888","avatar":"https://static.tigerbbs.com/c44ec95b7d1254755739ff7e3388501b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":326854257,"type":1,"supId":0,"prevId":0,"content":"🛫️","text":"🛫️","html":"🛫️"},{"id":3792913,"gmtCreate":1615732649064,"gmtModify":1635754587589,"authorId":3558672706395546,"author":{"id":3558672706395546,"authorId":3558672706395546,"name":"水中月镜","avatar":"https://static.tigerbbs.com/26c036ca7cc23db6f3e3d32d87fddb89","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":326854257,"type":1,"supId":3792911,"prevId":0,"content":"不想炒股","text":"不想炒股","html":"不想炒股"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":41,"commentSize":5,"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/2119679269"}