2400亿大牛股火了！兴全、睿远基金等出手了

Core Viewpoint - The private placement of Shenghong Technology has attracted significant attention from the market, particularly in the context of the booming artificial intelligence sector, with major funds participating in the offering [1][9]. Group 1: Fund Participation - Five funds managed by Xingquan Global Fund participated in Shenghong Technology's private placement, with a total cost of approximately 770 million yuan [1][2]. - The Ruiyuan Growth Value Mixed Fund, managed by Fu Pengbo, also participated with a subscription of 806,386 shares at a total cost of about 200 million yuan [2][3]. - Over 20 fund companies, including Dachen, Fuguo, and Ping An, participated in the on-site research and roadshow activities for Shenghong Technology [1][9]. Group 2: Stock Performance - Shenghong Technology's stock price has increased by over 570% this year, with a latest market capitalization of 244.7 billion yuan [1][7]. - The stock price closed at 281.15 yuan per share on October 21, reflecting a significant rise from the private placement price of 248.02 yuan per share [7][9]. Group 3: Fund Holdings - As of the end of Q1 this year, Shenghong Technology was among the top ten holdings of the Ruiyuan Growth Value Mixed Fund, with a market value of approximately 1.063 billion yuan [3]. - By the end of Q2, despite a slight reduction in holdings, Shenghong Technology remained the largest holding of the fund, valued at about 1.565 billion yuan, accounting for 8.92% of the fund's net assets [3]. Group 4: Future Prospects - Shenghong Technology plans to invest the raised funds in projects in Vietnam and Thailand, as well as to supplement working capital and repay bank loans [9]. - The company anticipates strong demand for its high-end products due to the ongoing global digitalization and the increasing need for AI computing power and servers [10].