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王亚伟首度现身调研记录 明星私募流行“亲赴现场”

2017-09-18 08:26:47   新华网

“没有调查,就没有发言权”。作为资本市场不可忽视的重要力量,私募机构一直通过不同角度、渠道去剖析单个上市公司或整个市场走向。而到上市公司走访调研,成为最直接有效的途径。

私募机构一般会由各自的行业研究员到相关上市公司进行调研,而明星私募亲身公开调研并不多见。不过,今年以来,多位在资本市场叱咤风云的私募大佬出现在上市公司的调研名单中,其中不乏王亚伟、赵丹阳、孙建冬等市场明星。

王亚伟首度现身

上市公司调研记录

2012年,原“公募一哥”王亚伟公奔私,创办私募公司。在过去的五年时间里,千合资本布局了多家上市公司,千合资本研究员走访的上市公司也不计其数。但作为千合资本的掌舵人,王亚伟出现在上市公司调研名单中的次数为零(参考同花顺iFinD统计的已公开披露的投资者关系活动记录)。不过,这一情况在今年5月份被打破。

5月26日,天邦股份(002124)迎来约10家机构的调研,而“千合资本王亚伟”赫然在目。

此次调研主要有两个活动,包括前往天邦股份子公司汉世伟食品集团有限公司的和县母猪场及配套的生态农业园进行参观,以及天邦股份“拾分味道”食品品鉴会活动。其中,和县母猪场是公司探索种养结合、循环农业发展模式示范点,母猪场周边配套的农业园区包括茶场、果园、农产品加工农业基地。

不过,天邦股份并未披露当日具体的交流记录,仅注明公司总裁沈伟平对天邦股份基本概况、生产经营情况、未来肉食品发展的规划构想作了介绍;子公司汉世伟食品集团总裁朱爱民就产业布局、组织架构、经营模式、环保等情况与来访嘉宾作了交流等。

而王亚伟此次调研的天邦股份于8月22日披露半年报。公司上半年增收不增利,实现营收13.46亿元,同比增长24%,实现净利1.36亿元,同比减少33%。

“私募教父”亲自

调研两家安防公司

除了王亚伟,被称为“私募教父”的赵丹阳时隔三年之后,也再度出现在上市公司的调研记录中。

具体而言,赵丹阳于年初分别调研了大华股份(002236)、海康威视(002415)。其中,在大华股份的调研中,安防行业的前景及PPP模式成为关注焦点。大华股份表示,安防行业的市场份额会逐步向具备综合实力的龙头企业集聚。另外,PPP模式还处在起步摸索阶段,公司目前在具体项目合作中,会综合考虑到当地政府交付能力以及主管部门对于该项目的支持力度等,对于风险把控,公司方面是非常慎重且严格的。

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