撒网18股,持仓超15亿元!牛散魏巍疯狂加仓ST股
Mei Ri Jing Ji Xin Wen·2025-09-01 22:25

Core Insights - Wei Wei, a well-known investor in the A-share market, has been active since 2010 and is recognized for his strategy of "bottom-fishing" in ST stocks, focusing on long-term value and utilizing methods such as private placements, judicial auctions, and IPOs to profit [1][5] Group 1: Investment Strategy - Wei Wei's investment style is characterized by a broad approach, appearing as a top ten shareholder in 18 companies, with new investments in 9 companies, increased holdings in 5, and reduced stakes in 4 [2] - As of September 1, the total market value of Wei Wei's holdings in these 18 companies exceeds 1.5 billion yuan, with over 700 million yuan in a single stock, Zhongkuang Resources [3] Group 2: Stock Performance - Notable stocks in Wei Wei's portfolio include Tongzhou Electronics, ST Zhitong, Haixia Innovation, Huijin Shares, and Xianfeng Holdings, all of which have seen cumulative gains exceeding 100% this year, with Huijin Shares leading at a 267% increase [4] - Wei Wei's focus on ST stocks is evident, with 8 out of 9 newly added companies being ST or *ST stocks, including Tongzhou Electronics, which recently transitioned from ST status [5][7] Group 3: Market Risks and Opportunities - Wei Wei's strategy of investing in ST stocks, while potentially lucrative, carries significant risks, as evidenced by past investments in companies that faced delisting [7] - The approach of seeking "ugly duckling" stocks to transform into valuable assets reflects a high-risk, high-reward investment philosophy [5][7]