There are still 7 trading days left, and the 2023 A-share market will come to an end. Looking back on the trend of this year, in the context of the global bull market surge, A-shares have "bear crown the world", and even 3,000 points have fallen below several times. As of December 19**, the three major indexes have all hit new lows this year, the Shanghai 50 Index has hit a seven-year low, and the CSI 300 has also refreshed a five-year low. However, in the medium to long term, there is no systemic risk below 3,000 points in A-shares, and the opportunities far outweigh the risks. Recently, many top bigwigs have increased their positions against the trend, including well-known ** managers Deng Xiaofeng, Xie Zhiyu, and "Super Bull San" Ge Weidong. So, what targets did the bigwigs buy?Why are you optimistic?Let's listen to Xiao Miao's decomposition below.
Large-scale fixed increase!The big guy bucked the trend
*From the Internet) Straight Flush data shows that as of December 19**, the Shanghai Composite Index closed at 293239 points, closing below 3,000 points for the fifth consecutive trading day。Followed by a contraction in the trading volume of the two marketsFrom breaking 800 billion yuan for the first time on December 12, to breaking 700 billion yuan for the first time on the 18th, and then breaking 650 billion yuan for the first time on the 19thThis means that a lot of money is starting to lie flat!As the so-called "land quantity sees land price", at this time, many investment tycoons have opened the "buy, buy, buy" mode and invested a lot of real money in many companies, including the well-known investment boss Ge Weidong. It is understood that Ge Weidong's latest ** is a listed company on the Science and Technology Innovation Board, BLT (688333sh）。On December 16, BLT announced that the company's fixed increase of about one year was implemented in the near future, with 94The issuance of 5 yuan shares** raised a total of 302.9 billion yuan, a total of 14 issuers were allocated, including 13 institutional investors and 1 individual investor, Ge Weidong is the only individual investor among them, with an allocation of about 1500 million yuan. So, why did the big guy fall in love with BLT?It is understood that Ge Weidong has been very optimistic about high-tech and high-growth since the beginning of this year, and BLT just meets this characteristic. As the largest enterprise in China in terms of installed metal 3D printing equipment, BLT has built a relatively complete metal 3D printing industry ecological chain, and its overall strength is in a leading position in the field of metal additive manufacturing at home and abroad. At present, the company's products and services are widely used in aerospace, industrial machinery, energy power, scientific research institutes, medical research, automobile manufacturing and electronics industry and other fields, especially in the aerospace field, with a high market share. BLT's main customers include subsidiaries of AVIC, Aerospace Science and Industry, Aerospace Science and Technology, Hangfa Group, COMAC, China Shenhua Energy, CNNC, CSIC, CSIC, and various scientific research institutions. In addition, the company is also a qualified supplier of Airbus metal 3D printing services. In terms of performance, BLT has first turned losses into profits since the beginning of this year, and then grew rapidly, of which the net profit attributable to the parent company in the first three quarters was 03.8 billion yuan, a year-on-year increase of 27392%。It can be seen that BLT is a leading enterprise in the high-tech segment supported by the state, and it is also a typical high-growth and high-elasticity hard technology company. According to the research report of Zhongtai**, with the continuous cost reduction and efficiency increase of 3D printing, the 3D printing space of consumer electronics has opened, and the industry has entered an industrial outbreak period, and the value of midstream 3D printing equipment and post-processing grinding and polishing equipment is largeIn terms of stock price, BLT has risen by 9 percent this year14%, outperforming**;However, the stock has a high valuation and is currently trading at a rolling P/E of 127xAlthough the valuation of the subject of the science and technology innovation board cannot be completely copied, the risk aversion of the weak ** is the first. After all, we can't participate in the fixed increase like Ge Weidong and get a relatively cost-effective and reasonable cost price. Don't forget, Ge Weidong's holding cost is 94$5 shares at the latest $111The ** price of 22 yuan shares is relative, and he has made a floating profit of more than 10 million yuan!However, in history, Ge Weidong's frequency of layout of A-shares in the form of private placement was not high. From the point of view of time, Siruipu announced the fixed increase results on October 28, and Ge Weidong was allocated about 28.8 billion yuan, the company's issuance at that time was 14953 yuan shares, and now the latest ** price is 15023 yuan shares, a slight floating profit. Although the results of the big guy Ge Weidong's participation in the fixed increase will mostly make a lot of money,But there are also times when it misses, such as the UFIDA software that participated in the fixed increase before. At the same time, the bigwigs who shot hard also include the bigwigs Deng Xiaofeng and Xie Zhiyu. 
Deng Xiaofeng** "new love", Xie Zhiyu added "old love".
*Originated from the Internet).
On December 18, due to the repurchase of shares, Livzon Group disclosed the latest top ten circulating shareholders, the new Livzon Group 378 under the star private equity manager Deng Xiaofeng970,000 sharesTake yesterday 34The ** price of 34 yuan shares is calculated, and the cumulative cost is 1300 million yuan. In addition, in the fourth quarter of 2023, Northbound Capital and Abu Dhabi Investment Authority also increased their positions in Livzon Group. According to public information, Livzon Group is a comprehensive pharmaceutical group company integrating R&D, production and sales of pharmaceutical products, and the company's main products include digestive tract, cardiovascular and cerebrovascular, antimicrobial drugs, estradiol and other western medicine preparation products, as well as traditional Chinese medicine preparations, APIs and intermediates, diagnostic reagents and equipment. On December 19, the latest research report of Soochow ** gave ** rating to Livzon Group, the main reasons are:First, the main business is stable and large, and the partner plan + ** option incentive + share repurchase + multi-year shareholder dividends show the company's confidence. Second, microspheres and biologics have entered the pipeline harvest period, and it is expected that semaglutide, aripiprazole, goserelin sustained-release agent, elagolide sodium tablets and other products will be launched in the next 3-4 years, driving new growth in performance. Third, the company is at the bottom of the valuation, and the innovation attribute has yet to be reflected. Another good thing is that on December 19, Livzon Group announced that the company repurchased and cancelled more than 6.09 million A shares. Overall, the share price of Livzon Group has risen by 11 percent this year2%, the overall performance is stable, better than the general trend, superimposed on the reversal logic of the innovative pharmaceutical sector, the stock is worth paying attention to. And Xie Zhiyu's latest addition to San'an Optoelectronics is different. Recently, San'an Optoelectronics announced the latest developments of the top ten shareholders, and Xingquan Herun managed by Xie Zhiyu increased its position by 156560,000 shares of San'an Optoelectronics, with a total of 9,043 shares640,000 shares, ranking the eighth largest shareholder in circulation. It can be seen through the trend that San'an Optoelectronics has shown an obvious trend this year, with a cumulative decline of 2151%, if you count last year's decline of up to 54%.The big guy Xie Zhiyu is deeply trapped!
San'an Optoelectronics Week**Picture**Straight Flush.
Because, as early as the third quarter of 2021, Xie Zhiyu began to build a large position in San'an Optoelectronics, and spent 23 at that time1.7 billion yuan**731380,000 shares, becoming its fourth largest heavy stock. Now, after 2 years of decline, Xie Zhiyu has basically not moved and has been holding it. It can be seen that this increase basically belongs to the "left side cover" behaviorIt is recommended that students pay attention to it when the right side of the stock stabilizes and rises. 
Epilogue
*Originated from the Internet).
In summary,Students should not blindly believe in the big guys, just pay attention to their position trends and make decisions after multi-dimensional consideration. Especially the public offering ** manager,Because these people are invested with the money of the vast number of people, the public offering system of "guaranteeing income in drought and flood" is all borne by the people. The same is true for private equity and individual investorsTheir own income is linked to investment performance, especially "super bulls" like Ge Weidong, who use their own personal property investment, so the relative reference value is larger. This is also one of the reasons why Ge Weidong and Deng Xiaofeng** performed better than Xie Zhiyu in the article. The above analysis is for reference only and is not intended as an investment basis