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12家百亿级私募盯上55股 大咖光临后股价表现出众

2017-09-21 09:17:29   中国经济网

“百亿级”私募的动态一直是市场追踪的方向,其调研路径往往都能引起市场关注。火山财富统计发现,9月以来,有12家知名百亿级私募调研了55家(含重复)上市公司。

事实上,百亿级私募由于体量大,能力水平较高,投资者也较期待被调研个股的股价表现,那么情况到底如何呢?

9月百亿私募调研节奏放缓

火山财富据东方财富(300059)Choice统计发现,星石投资、淡水泉投资、重阳投资、展博投资、景林资产、朱雀投资和博道投资等12家较为知名的百亿级私募,9月以来共调研了55家(含重复)上市公司。虽然9月还未结束,但不难看出,这12家百亿级私募的调研节奏却有所放缓。公开数据显示,8月,前述12家私募共计调研了112家(含重复)上市公司。

具体来看,9月以来,淡水泉投资一马当先,调研的上市公司数量最多,达10家。紧随其后的是星石投资、展博投资、重阳投资、景林资产和暖流资产,调研数量均在5家以上。

另外,新易盛、海鸥卫浴(002084)、奥克股份(300082)和双杰电气(300444)等7家公司,均被2家百亿级私募调研。其中,新易盛和海鸥卫浴更是达到3家。

行业分布上,7大行业进入了前述12家私募的视线。其中,电子行业公司最多,达9家;计算机和纺织服装行业,均有6家。虽然电子行业公司数量总体最多,但各家私募各有侧重,如淡水泉调研的10家公司中,电气设备行业公司最多;星石投资调研的9家公司中,轻工制造和纺织服装行业公司最多。

多家私募调研股价值得期待

百亿级私募因其体量大,也侧面反映出其能力水平较高。虽然这些百亿级私募调研后未必会买入,但由于被这些“大咖”调研后,投资者往往对被调研公司之后的股价充满了期待。

火山财富统计发现,8月份中,上述12家私募共调研112家上市公司。剔除次新股辰安科技后,总体看来,其余111家上市公司的股价在受调研后的5个交易日,表现好于被调研前的5个交易日。统计数据显示,被调研前的5个交易日,这111家上市公司股价平均上涨0.42%;而被调研后的5个交易日,它们的股价平均上涨1.59%,提高了1.17个百分点。

8月,被调研后的5个交易日涨幅最大的是苏大维格(300331),相对于被调研前的5个交易日涨了40.63%;三聚环保(300072)、大洋电机(002249)、安洁科技(002635)、海鸥卫浴和海信科龙(000921)等这一数值也超过10%。

从8月被调研后至今的股价最大涨幅来看,最大涨幅超过10%的达32家,占比近三成。其中,涨幅最大的是三聚环保,最大涨幅近52%;接下来是苏大维格,最大涨幅达30%。另外,信维通信(300136)、长盈精密(300115)和海鸥卫浴,8月分别受到了5家、4家和3家百亿级私募调研,被调研后最大涨幅分别为19.51%、16.01%和13.80%。除此之外,东方雨虹(002271)、银信科技(300231)、博腾股份(300363)和长生生物也均受到2家百亿级私募调研,之后最大涨幅也均在10%以上。如此看来,被多家百亿级私募同时看上后,股价往往会有不错的表现。

值得一提的是,火山财富统计发现,8月份中,朱雀投资调研的上市公司股价在被调研后的5个交易日,平均涨幅达2.78%;其后是景林资产,达2.45%;展博投资与和聚投资,也均在1.5%以上。

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