Optimistic about LED development prospects fund collective jiacang Sanan Optoelectronics

Although Sanan Optoelectronics (600703) has not yet announced the 2013 annual report, the fund's four-year report recently revealed that in the fourth quarter of last year, the fund collectively increased the position of Sanan Optoelectronics, and the fund held the proportion of Sanan Optoelectronics at the end of the fourth quarter. At the end of the third quarter, it increased by 4.7 percentage points.

The fund's four-year report showed that the number of funds holding Sanan Optoelectronics in the top ten awkward stocks reached 88. The fund companies of Jiaan Sanan Optoelectronics are mainly large and medium-sized fund companies such as South China, Haifutong and Huaan. Specifically, at the end of the third quarter of last year, the funds of the fund companies such as the South, Huashang, Huaan, and Haifutong did not relocate Sanan Optoelectronics, but by the end of the four seasons in 2013, Sanan Optoelectronics had entered the top ten positions of related funds. List of shares. Among them, the Southern Excellent Fund bought 31 million shares of Sanan Optoelectronics in the fourth quarter of last year, and the Chinese business leader (630001) fund bought 9.77 million shares. Huaan Fund's Huaan Small and Medium-sized Enterprises and Huaan Strategy Optimization (040008) fund bought 8.8 million shares respectively. 8.9 million shares, Haifutong income growth (519,003) fund bought 7.85 million shares.

In addition, the funds funded by the Southern Fund to buy Sanan Optoelectronics also include Southern High Growth, Southern Shengyuan, Southern Preferred, Southern Active Distribution, and Southern Preferred. These 5 funds bought Sanan Optoelectronics shares at 1.4 million shares. Between 3 million shares. Huaan Fund bought Sanan Optoelectronics, Huaan Innovation, Huaan Industry Rotation, Huaan Relief Income, and Fuguo Fund’s purchase of Sanan Optoelectronics was also strong. Fuguo Tianrui (100022) strong region, rich country Tianhui, rich country macro The number of strategic buy shares is between 800,000 shares and 5.26 million shares. In addition, Guangfa, Bank of Communications Schroder, Soochow, Xinhua, SDIC UBS and other fund companies also bought a large amount of Sanan Optoelectronics.

Judging from the total number of shares held by the fund, at the end of the third quarter of 2013, the core value of Yinhua, the theme of the rich country Tianbo Innovation (519035), and the core growth of China Post (590002) accounted for 14% of the shares of Sanan Optoelectronics. %, but by the end of the fourth quarter of 2013, 88 funds holding Sanan Optoelectronics accounted for 18.73% of its outstanding shares, an increase of 4.7 percentage points from the third quarter of last year. It can be seen that in the fourth quarter of last year, the fund's jiacang Sanan Optoelectronics was more obvious.

A fund manager said that after several years of price cuts, the current LED cost has dropped by a large margin. Ordinary people can already accept the price of LEDs. Together with LED energy conservation and power saving, the whole world is promoting its use, and it has a good development prospect in the future. In this context, Sanan Optoelectronics, as a chip company of LED, is a leading company in the industry. Therefore, institutional investors such as funds are more optimistic about Sanan Optoelectronics.

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