The most powerful long in the past, suddenly became the “short” to smash the disk.
The National Fund began to act more than 2 months after the disclosure of the reduction plan. 2 announcements of the reduction triggered market concern in the evening of April 9.
Jingfang Technology (64.06+0.34%, shares): the National IC Industry Fund cumulative reduction of 1,891,900 shares; Zhaoyi Innovation (182.00-0.11%, shares): the National IC Industry Fund cumulative reduction of 1% of shares, cash 913 million yuan.
Just 2 days before (April 7), Beidu Xingtong (41.98-1.50%,診股) announced that the National IC Industry Investment Fund plans to reduce its holdings by 10,154,600 shares, accounting for 2% of the company’s total share capital.
So it seems that the big national funds on the chip stocks to reduce holdings, exit plans continue.
The “national team” to reduce holdings of two major chip leader
The national fund of the three major chip stocks of the plan to reduce holdings has a new development.
On April 9, Zhaoyi Innovation announced that it received a letter from the National Integrated Circuit Industry Investment Fund on the same day to inform the implementation progress of the share reduction plan of Zhaoyi Innovation. During the period from March 1, 2021 to April 8, Zhaoyi Fund reduced its shareholding in the company by centralized bidding transactions by a total of about 4.72 million shares, accounting for about 1% of the total share capital of the company, with a total reduction amount of RMB 913 million, and the reduction amount of the shareholding plan was more than half.
By the close of business on April 9, the share price of Zhaoyi Innovation was 182 yuan, and the latest total market value was 86.3 billion yuan.
At the same time, Jingfang Technology also disclosed the progress announcement of the reduction, the National IC Industry Investment Fund in March 2-April 8 cumulative reduction of 1,891,900 shares, superimposed on the previous passive dilution of equity, shareholding ratio from 8.44% down to 7.44%.
As early as January 23, the National Endowment Fund disclosed its plan to reduce its holdings in Jingfang Technology, Zhaoyi Innovation and Anji Technology (216.34-0.27%, the consultation), and will reduce its holdings in the three companies by no more than 2% during the period from February 22 to August 20, 2021. From the point of view of the time and quantity of the reduction, the big fund’s reduction plan is still not over.
It is worth mentioning that the 3 reduction plans have a very obvious impact on the share prices of the 3 chip stocks. Since January 23 to date, Crystal Square Technology, Zhaoyi Innovation, Anji Technology shares have seen a wave of big drop, the maximum drop during the period of 36.3%, 29.9%, 47.4%.
In addition to the above three chip stocks, Beidou Xingtong also became the target of the national fund to reduce its holdings. on April 7, Beidou Xingtong announced that the national IC industry investment fund plans to reduce its holdings by 10,154,600 shares, accounting for 2% of the company’s total share capital.
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