埋伏14只低价、国资背景股，持仓市值高达16亿！揭秘“另类”牛散淘金术

Core Viewpoint - Zhang Sufen, a prominent investor, focuses on undervalued stocks with state-owned backgrounds, diverging from popular investment trends in sectors like chips and innovative drugs [1][2]. Group 1: Investment Philosophy - Zhang Sufen's investment strategy emphasizes a "low price + state-owned background" approach, with 14 out of 22 stocks in her portfolio controlled by state-owned entities, accounting for 63.64% [2]. - The stocks in her portfolio are primarily low-priced, with most trading below 10 yuan, and only one stock, Aerospace Power, exceeding this price [2][6]. Group 2: Recent Investments - In Q2, Zhang Sufen entered the top 10 shareholders of six companies, including Energy Wind Power, Feida Environmental, and Haite Development, all of which have low stock prices [1]. - Feida Environmental's stock price increased from 4.8 yuan to a peak of 5.83 yuan, reflecting a more than 20% rise since Q2, driven by new government policies on carbon emissions [8]. Group 3: Market Timing and Strategy - Zhang Sufen demonstrated patience and strategic flexibility with Aerospace Power, initially buying at around 10 yuan and later averaging down during price dips, leading to a significant price increase to 16.9 yuan [6]. - The investment in Feida Environmental showcases her ability to identify opportunities in overlooked sectors, aligning with government initiatives for green transformation [8].