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王亚伟旗下私募基金重仓股集中曝光 坚守三聚环保

2017-08-26 09:07:00   中国经济网

5月30日晚上三聚环保就媒体报道发布了澄清公告,针对多项质疑一一进行反驳。

1、三聚环保称,经核实,公司、公司控股股东、持有公司5%以上股份的股东、公司董事、监事及高级管理人员与媒体报道中涉及的下游客户均不存在关联关系。

2、关于销售费用率、管理费用率,三聚环保表示,销售费用与主营业务收入并非同比增长。销售费用率变化的主要原因是由于公司业务模式发生了变化。至于利息收入偏低,是由于三聚环保目前利息收入全部为活期利息收入。

3、关于媒体中提到的“公司主要问题是公司重大合同背后的客户如隆鹏公司、勃盛公司、通化化工实力存疑,后续付款能力可能有问题”,三聚环保称,为隆鹏公司的焦化产业升级提供了整体的解决方案,实施完成后,该焦化企业将成为中国首个实现百分之百整体转型彻底脱离对钢铁行业依赖的示范项目。

7月17日三聚环保还公告,部分董事、高级管理人员及核心管理人员共计54人,将自公告之日起的6个月内在二级市场增持公司股份,金额不低于人民币3.5亿元。

尽管进行澄清、股东增持、风波暂时平息,但已经难掩三聚环保股价开启下行通道。基金君发现,三聚环保股价在今年3月24日达到最高价64.88元,随后一直震荡向下,4月21日跌停,5月26日跌停,5月31日大跌4.28%,7月14日暴跌8.67%,并在8月4日见低点29.6元,经历4个多月已经跌了31%。近期三聚环保股价有所反弹,今日收盘于33.8元,较5个月前仍然跌了22%左右,市值跌至606亿元。

而王亚伟这几年一直坚持持有三聚环保,可谓其最著名的重仓股,也为他创造了较大的收益。

据基金君跟踪,王亚伟从2013年年初就开始买三聚环保了,那时千合资本刚成立半年。他的第一只产品外贸信托-昀沣证券投资集合资金信托计划,2013年一季度首次现身三聚环保前十大股东,持股数量为1930万股。

随后4年时间里,王亚伟随着市场的涨跌对三聚环保不断进行增减持,到2017年二季度末,王亚伟持有三聚环保5341.512万股,占流通股的3.92%。虽然中间包含多次分红送股,但总体来看王亚伟大幅增持了三聚环保,一直重仓持有。

王亚伟多只重仓股浮现

除了三聚环保,歌华有线今晚也公布了2017年半年报,数据显示,外贸信托—昀沣3号持有歌华有线646万股,占流通股比例0.55%,为本季度新进,而外贸信托—昀沣证券投资这只产品(一季度持有700万股,占流通股0.6%)已经退出其前十大流通股东。

北京城乡今晚也公布了半年报,数据显示,外贸信托-昀沣3号仍然持有280万股,占比0.88%,外贸信托—昀沣证券投资持有184万股,占比0.58%,相比一季度持股未变。

此外,二季度王亚伟继续重仓持有华锦股份、黑猫股份、天威视讯、大连热电、国美通讯等股票,新进联明股份等。

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