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神秘“牛散”,浮盈40多亿
Di Yi Cai Jing· 2025-09-04 00:21
Core Viewpoint - The recent surge in A-shares has led to significant unrealized gains for several prominent investors, referred to as "bulls" or "牛散" in the market, marking a fruitful season for them [1] Group 1: Key Investors and Their Gains - Investor Zhao Jianping has seen an unrealized gain of at least 420 million yuan from his investment in Dongxin Co., Ltd. (688110.SH), which has surged by 289.37% since July [2][7] - Investor Zhang Jianping has a substantial holding in Cambricon Technologies (寒武纪), with a current unrealized gain of at least 4.2 billion yuan, as the stock price has increased by 385.89% since last October [2][4] - Zhang Jianping has also entered the top ten shareholders of eight other stocks, with seven new positions taken in the second quarter, all of which have shown significant price increases [4][5] Group 2: Performance of Specific Stocks - Cambricon Technologies' stock price has fluctuated significantly, with a peak of 1,595.88 yuan on August 28, after a 133.58% increase from July 1 to September 3 [3][4] - Other stocks that Zhang Jianping invested in during the second quarter, such as Zhejiang Rongtai (603119.SH) and Huilong Technology (300007.SZ), have also experienced notable gains, with Zhejiang Rongtai rising by 129.62% [5][6] - The stock of Dongxin Co., Ltd. reached a historical high of 136 yuan per share on September 3, reflecting a substantial increase from its lower trading range earlier in the year [7] Group 3: Other Notable Investors - Another investor, He Mingkun, has been invested in Weixin Materials (688585.SH) for over two years, with the stock price increasing by 1,141.14% this year, resulting in an unrealized gain of approximately 160 million yuan [8]
最多浮盈40多亿,最少也9位数!章建平、赵建平、何明坤等一众“牛散”押宝路线图来了
第一财经· 2025-09-03 13:49
Core Viewpoint - The recent surge in A-shares has led to significant floating profits for several prominent investors, known as "bulls," with some achieving profits exceeding billions [2]. Group 1: Key Investors and Their Performance - Investor Zhao Jianping has seen a floating profit of at least 420 million yuan from his investment in Dongxin Co., Ltd. (688110.SH), which has surged by 289.37% since July [3][4]. - Investor Zhang Jianping has made substantial gains from his investments in various stocks, including a floating profit of approximately 4.2 billion yuan from his holdings in Hanwha Technology (688110.SH), which has increased by 385.89% since last October [3][9]. - Zhang Jianping's investment strategy includes entering the top ten shareholders of multiple stocks, with seven new positions taken in the second quarter, all of which have shown significant price increases [4][10]. Group 2: Stock Performance and Market Trends - Hanwha Technology's stock price has experienced fluctuations, with a peak increase of 133.58% from July 1 to September 3, reaching a high of 1,595.88 yuan per share [8][9]. - The stock price of Zhejiang Rongtai (603119.SH), one of Zhang Jianping's new investments, has risen by 129.62% since April 1, 2023 [10]. - Dongxin Co., Ltd. saw its stock price rise from a range of 23.4 to 36.97 yuan in the second quarter to a historical high of 136 yuan per share by September 3 [13][14]. Group 3: Other Notable Investors - Another investor, He Mingkun, has been invested in Weixin New Materials (688585.SH) for over two years, with the stock price increasing by 1,141.14% this year, resulting in a floating profit of approximately 160 million yuan [15][16]. - He Mingkun's strategy involved multiple rounds of buying, with significant gains realized after the stock's recent surge following a planned acquisition announcement [15][16].