Core Viewpoint - The A-share private placement market has seen significant activity in 2023, with public funds actively participating and achieving substantial floating profits from their investments [1][4]. Group 1: Market Participation - As of August 5, 2023, 24 public fund institutions participated in A-share private placements, with a total allocation amounting to 14.198 billion yuan and a floating profit of 4.650 billion yuan, representing a floating profit ratio of approximately 33% [1][4]. - The number of listed companies that completed private placements reached 78, with a total of 882.27 billion shares issued and actual fundraising amounting to 664.274 billion yuan, marking a year-on-year increase of 668.74% [4]. Group 2: Industry Preferences - Public funds have shown a preference for sectors such as electronics, non-ferrous metals, and biomedicine, which are experiencing a phase of recovery supported by improved supply-demand structures and targeted policy support [1][5]. - Specific companies that attracted significant public fund participation include Haohua Technology, with a total allocation of 1.628 billion yuan, and Chip Origin Technology, with 1.266 billion yuan [6]. Group 3: Performance Metrics - The majority of public fund institutions participating in private placements have achieved floating profit ratios of over 20%, with some exceeding 50% [8]. - Notable examples include the floating profit ratio of 200.89% from the investment in Jinghua New Materials and 173.85% from Leshan Electric Power [6][8]. Group 4: Fund Allocation - Leading public fund companies in terms of allocation include Nuode Fund, with 5.633 billion yuan, followed by Caitong Fund and E Fund with allocations of 4.836 billion yuan and 1.230 billion yuan, respectively [8]. - The overall sentiment among public funds indicates a strong belief in the potential for returns from private placements, driven by favorable market conditions and valuation levels [5][9].
公募豪掷142亿元参与定增,赚近47亿元
2 1 Shi Ji Jing Ji Bao Dao·2025-08-07 02:24