正所谓弱水三千，只取一瓢。 有牛散靠押宝行业龙头一飞冲天，也有牛散靠豪赌ST股赚得盆满钵满。 知名牛散魏巍，2010年开始在A股崭露头角，并且逐渐成为市场知名牛散。近15年来，魏巍偏好"抄底"ST股，擅长挖掘上市公司的长期价值，善于以参与 定增、司法拍卖、打新股等方式获利。 就在不久前的8月27日，ST华西两笔600万股股权（合计1200万股）完成拍卖。据公开信息显示，魏巍成功拿下其中600万股。 现身18家公司中报 此前介绍的章建平等牛散，多为下重注押宝少数几只龙头股。而魏巍在A股市场的风格明显不同，他更愿意广泛撒网重点捕捞。刚刚披露完的上市公司中 报显示，魏巍出现在18家公司的前十大流通股东之列，其中新进了9家公司，加仓5家公司，对4家公司进行了减仓。 | | | | 牛散魏巍持有的部分个股一览 | | | | --- | --- | --- | --- | --- | --- | | 股票代码 | 股票简称 | 持仓市值(万元) | 中报持股量(万股) | 增减仓(万股 | 年内涨幅(%) | | 002630 | ST ← H | 2182 | 791 | 791 | -21 | | 002052 | ...

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 participating in private placements, judicial auctions, and IPOs [1][5] - In the recently disclosed mid-year reports, Wei Wei appeared as a top ten circulating shareholder in 18 companies, entering 9 new positions, increasing holdings in 5 companies, and reducing stakes in 4 others [2][5] Investment Strategy - Wei Wei's investment style contrasts with other prominent investors who focus on a few leading stocks; instead, he diversifies his portfolio across multiple companies [2][8] - As of September 1, the total market value of Wei Wei's holdings in the 18 companies exceeded 1.5 billion yuan, with a significant portion in Zhongkuang Resources, valued over 700 million yuan [3][4] Stock Performance - Several stocks in which Wei Wei has invested, such as Tongzhou Electronics, ST Zhitong, Haixia Innovation, Huijin Shares, and Xianfeng Holdings, have shown impressive year-to-date gains exceeding 100%, with Huijin Shares leading at a 267% increase [4][5] - Notably, Wei Wei's new investments predominantly include ST stocks, with 8 out of 9 new entries being ST or *ST stocks, indicating a strong preference for these high-risk, high-reward investments [5][7] Market Trends - The performance of ST stocks in Wei Wei's portfolio has been notable, with several stocks experiencing significant price increases, such as ST Guangwang and ST Zhitong, which have risen by 85% and 119% respectively [7][8] - Wei Wei's strategy of broadly investing in ST stocks aims to capitalize on the potential for these stocks to transform from underperformers to high-value assets, reflecting a "crow" to "phoenix" investment philosophy [8]

资本市场又现 "神操作"。 超级 "牛散" 魏巍近日斥资2.79亿元，通过阿里资产拍卖平台拿下2261.73万股世纪华通股票，短短6天浮盈已超3700万元。 从去年被实施 ST 到今年股价翻倍，世纪华通年内涨幅超 170% ，近一年涨幅更是飙至 341% ，总市值重返千亿级，达1043.36亿元。 这场股价狂飙中，有人精准 "抄底" 赚得盆满钵满，也有人错失机会或提前离场。背后究竟是谁在增持、谁在减持？ 一、谁在增持？三大主体提前布局 1、超级"牛散" 魏巍：6天浮盈超3700万 资本市场 "老面孔"魏巍，再度将目光投向ST板块，此次瞄准的是游戏领域的世纪华通。 7月29日10时至7月30日10时，邵恒持有的2261.73万股世纪华通股票在阿里资产拍卖平台公开司法拍卖，起拍价约1.94亿元，对应单股起拍 价8.57元（仅为拍卖前一交易日收盘价12.21元/股的70%）。 7月30日，魏巍以2.79亿元竞得全部股份，每股成本约12.35元，较起拍价溢价90%；竞拍过程中，他累计出价16次，购买意愿强烈。 截至8月5日午间收盘，ST华通股价升至14元/股。以此计算，短短6天内，魏巍这笔投资的浮盈已超3700万元。 ...

根据阿里资产拍卖平台的公开记录，7月29日10时至7月30日10时，邵恒持有的2261.73万股世纪华通股 票被公开司法拍卖，起拍价约2.49亿元，折合每股约11.02元，约为拍卖前一交易日收盘价12.21元/股的 "超级牛散"魏巍再次赢得豪赌。 8月5日，ST华通（002602.SZ）以涨停价收盘，股价报14.21元/股。自8月以来，ST华通累计涨幅已达 11.8%。而此前魏巍豪掷2.79亿元竞得ST华通2261.73万股，借此在短短4个交易日内，"超级牛散"魏巍 便斩获超4206万元浮盈。 此次拍卖的股份源于ST华通联合创始人之一邵恒。邵恒曾担任公司董事、副总裁，2021年因涉及与华 通控股的借款纠纷，其所持上市公司股份被司法冻结。 尽管遭遇信任危机，但ST华通的业绩却展现出强劲韧性。年报显示，2024年公司营收226.2亿元，同比 增长70.27%；归母净利润12.13亿元，同比增131.51%。 90%。 2025年半年度业绩预告显示，预计ST华通上半年合并营收约170亿元，同比增长83.27%，归母净利润24 亿元至30亿元，同比增长107.2%-159%。 最终，在经过31次出价、24次延时后，魏 ...

"超级牛散"魏巍再次赢得豪赌。 值得注意的是，拍卖落槌后，ST华通股价便进入上升渠道。从7月30日收盘价12.75元/股起步，至8月5 日的14.21元/股，四个交易日累计涨幅达11.45%。按魏巍持有的2261.73万股计算，其投资浮盈迅速突破 4206.81万元。 公开报道显示，魏巍曾长期在中小市值个股中高频参与定增或竞拍，在市场上以大胆出手和精准的市场 判断而闻名。今年6月，魏巍还曾通过司法拍卖平台，斥资1.09亿元从杉杉控股手中拿下杉杉股份 （600884）1300万股股份。 ST华通的发展历程则颇为曲折。公司从汽车零部件业务起步，后通过一系列并购转型为游戏巨头。然 而，公司曾因财务造假被证监会重罚，股价受挫，2024年11月8日起被实施其他风险警示，股票简称变 更为"ST华通"。 尽管遭遇信任危机，但ST华通的业绩却展现出强劲韧性。年报显示，2024年公司营收226.2亿元，同比 增长70.27%；归母净利润12.13亿元，同比增131.51%。 2025年半年度业绩预告显示，预计ST华通上半年合并营收约170亿元，同比增长83.27%，归母净利润24 亿元至30亿元，同比增长107.2%-159% ...

Group 1 - The ST sector has shown strong performance recently, with the Wind ST index recording a "seven consecutive days of gains" [1][2] - Year-to-date, the ST index has increased by 14.45%, significantly outperforming the Shanghai Composite Index and Shenzhen Component Index, which rose by 3.16% and 0.59% respectively [4] - A total of 172 stocks in the ST index saw 138 stocks rise since June 23, with over 80% of stocks experiencing gains, and 41 stocks rising more than 10% [4] Group 2 - Notable individual stocks include *ST Yushun, which has increased over 370% year-to-date, and *ST Xintong, which has risen over 280% [1][7] - Several other ST stocks have also seen impressive gains, with many stocks doubling in price this year [1][7] - The recent strength in the ST sector is attributed to various factors, including adjustments in trading limits for risk-warning stocks and overall strong market performance [11] Group 3 - Despite the positive trends, the ST sector remains structurally volatile, with nearly 30 stocks declining in the last seven trading days [13] - Year-to-date, 82 out of 172 ST stocks have experienced declines, with 26 stocks falling over 30% [13] - Companies within the ST sector, even those with recent gains, are frequently issuing risk warnings, indicating potential regulatory issues or financial instability [13]

Core Viewpoint - The ST sector has shown strong performance recently, with the Wind ST Index recording a "seven consecutive days of gains" and significant year-to-date increases in several ST stocks, indicating a structural market trend despite inherent risks in investing in ST stocks [1][3][10]. Group 1: Recent Performance - The Wind ST Index has achieved a cumulative increase of 4.74% since June 23, outperforming both the Shanghai Composite Index and the Shenzhen Component Index during the same period [3]. - Over 80% of the 172 constituent stocks in the ST Index have risen since June 23, with 41 stocks increasing by more than 10% [5]. - Year-to-date, some ST stocks have seen remarkable gains, with *ST Yushun and *ST Xintong rising over 370% and 280% respectively [1][9]. Group 2: Notable Stocks - Specific ST stocks have shown exceptional performance, with *ST Yushun and *ST Xintong both exceeding 400% in gains from their lowest prices this year [8]. - A list of notable ST stocks with significant year-to-date increases includes *ST Yushun (372.19%), *ST Xintong (284.36%), and ST Dihui (107.46%) [9]. Group 3: Market Dynamics - The recent strong performance of the ST sector is attributed to the overall robust trend in the A-share market and expectations of restructuring or "delisting" for some ST stocks [10]. - The adjustment of the price fluctuation limit for risk-warning stocks from 5% to 10% is expected to enhance pricing efficiency and market order [10]. Group 4: Structural Risks - Despite the recent gains, the ST sector remains structurally risky, with nearly 30 ST stocks experiencing declines in the last seven trading days, and 82 out of 172 ST stocks down year-to-date [12]. - Companies within the ST sector, even those with rising stock prices, frequently issue risk warnings, indicating ongoing concerns about potential delisting and regulatory scrutiny [12].