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- zju916zju916
  ·2022-09-03
  这篇文章不错，转发给大家看
  高瓴900亿A股持仓大曝光！押注这赛道赚翻了（附名单）
  作为一个横跨一二级市场、中美两地的顶级投资机构，高瓴的投资版图可谓庞大。本期，我们从公开数据中，梳理其在中美两地的二级市场投资以及持仓变化情况，借此掀开巨头的投资版图一角。随着A股上市公司半年报收官，
  高瓴900亿A股持仓大曝光！押注这赛道赚翻了（附名单）
  2,117 评论
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- zju916zju916
  ·2022-01-04
  $商汤-W(00020)$为什么无法做空呢？
  3,360 1
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- zju916zju916
  ·2021-12-31
  $商汤-W(00020)$为什么不能做空啊？
  3,378 1
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- zju916zju916
  ·2020-07-02
  $Sorrento Therapeutics Inc.(SRNE)$这公司有点机会就蹭热点，发公告，只是写个文章，还没发表，就涨成这样。有机会好快高点出货吧
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- zju916zju916
  ·2020-07-01
  $Sorrento Therapeutics Inc.(SRNE)$坚定不移的空
  2,140 评论
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- zju916zju916
  ·2020-06-29
  $Sorrento Therapeutics Inc.(SRNE)$价格根本扛不住，空军还是比较强大
  2,548 评论
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- zju916zju916
  ·2020-06-25
  $Sorrento Therapeutics Inc.(SRNE)$抓紧空啊，哈哈
  1,939 评论
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- zju916zju916
  ·2020-06-11
  $Sorrento Therapeutics Inc.(SRNE)$赶紧趁拉高上车空，晚了就没机会了[开心] [开心]
  2,066 评论
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- zju916zju916
  ·2020-06-10
  $Sorrento Therapeutics Inc.(SRNE)$垃圾股就是垃圾股，历史短期有可能拉高，但长期看依旧是一文不值。公司现金紧张，估计又要低价增发
  2,252 评论
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- zju916zju916
  ·2020-06-08
  $Sorrento Therapeutics Inc.(SRNE)$涉嫌欺诈的案子就快判了，坚定不移的做空
  3,233 1
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199910894","content_text":"作为一个横跨一二级市场、中美两地的顶级投资机构，高瓴的投资版图可谓庞大。本期，我们从公开数据中，梳理其在中美两地的二级市场投资以及持仓变化情况，借此掀开巨头的投资版图一角。随着A股上市公司半年报收官，高瓴的A股投资图谱已全部浮现。据证券时报记者不完全统计，高瓴系投资机构二季度出现在21家公司前十大股东名单中，合计持仓市值超900亿元。在二季度市场跌宕起伏的背景下，高瓴“以静制动”，对其重仓持股坚定持有，但也有部分个股被减持。美股方面，截至今年二季度末，高瓴在美股持有64只个股，持仓总市值为46.65亿美元，约合人民币321.6亿元。总体而言，高瓴在美股的持仓市值呈下降趋势，2020年二季度末，高瓴在美股的前十大重仓股持仓市值合计78.8亿美元，但两年后的今年二季度末，其前十大重仓股持仓市值仅为34.15亿美元。900亿A股投资图谱曝光上市公司半年报显示，HHLR中国基金、中国价值基金、珠海明骏、高瓴骅盈、HPPC Holding SARL、高瓴智臻等不少高瓴系投资机构出现在半年报中，合计持股市值达938亿元。其中，高瓴旗下中国价值基金持股规模最大，截至二季度末，持有隆基绿能、宁德时代、广联达、用友网络4家A股上市公司，合计持股市值525.93亿元。在不少投资案例中，高瓴盈利丰厚，宁德时代便是其一。2020年7月，宁德时代定增被“疯抢”，高瓴当时通过旗下中国价值基金和HCM中国基金以161元/股的增发价格，耗资100亿元认购宁德时代6211.18万股股票。此外，高瓴系股权投资公司高瓴穗成当时也认购了372.67万股。不过，进入宁德时代前十大股东的仅有高瓴旗下中国价值基金，因此，在宁德时代的业绩报告中，只有高瓴旗下中国价值基金的持仓动态，高瓴旗下HCM中国基金以及高瓴穗成的持仓动态无迹可寻。高瓴通过旗下中国价值基金参与定增的宁德时代限售股解禁后，曾接连减持，截至今年一季度末，该基金持股数量已降至3884.19万股，二季度持仓未变。如果按照最高价计算，高瓴持有的该部分股票最高盈利超3倍，目前盈利也接近2倍。今年6月，宁德时代450亿定增落地，高瓴通过旗下的HHLR中国基金，以410元/股的增发价格，耗资30亿元再次认购了宁德时代731.71万股股份。按照目前价格计算，高瓴第二次定增入局宁德时代盈利14%，金额约为4亿元。通过定增“宁王”，高瓴可谓赚得盘满钵满。而在高价入局隆基绿能后，高瓴同样也是盈利丰厚。2020年12月底，高瓴受让隆基绿能二股东李春安2.26亿股，占公司总股本的6%。在该次受让股份过程中，高瓴付出了158.41亿元的成本，每股受让价格为70元，较该此交易前一个交易日有10％的折价。随后，2021年和2022年，隆基绿能先后两次进行了送股，两次送股比例均为每10送4股，依次计算，高瓴受让的股份成本价约为35.71元/股。实际上，在高瓴入局之前，隆基绿能2020年全年涨近3倍，在此前提下，这个交易价格似乎并不便宜，更谈不上“抄底”。但事后证明，高瓴高价入局隆基绿能后，仍盈利不少。以隆基绿能最高价计算，高瓴持有隆基绿能股份盈利则翻倍，而以最新价格计算，高瓴也赚了40%以上，金额约为70亿元。长期跟踪高瓴的投资者不难发现，新能源一直在其投资范围之内。2020年9月，高瓴通过天津礼仁、珠海赫成两家公司，分别以72元/股的增发价格认购恩捷股份定增股份1250万股、833.33万股，合计耗资约15亿元。随着恩捷股份股价大幅走高，高瓴在2021年二季度减持125万股，随后便退出了公司前十大股东名单。高瓴投资恩捷股份金额虽然相对较少，但同样盈利丰厚，恩捷股份最高价曾达到318.7元，目前价格仍在200元左右，远超当初增发价格。通威股份也是高瓴通过定增入局的股票，2020年12月，高瓴认购了通威股份约5亿元定增，当时的增发价格为28元/股。但由于其持股数未进入前十标准，其后期持股情况无法得知。若高瓴坚持持股至今，盈利接近翻倍。“300亿+”美股投资 中概股占六成在美股市场，高瓴投资二级市场美股的主体是HHLR Advisors。记者统计显示，截至今年二季度末，高瓴在美股持有64只个股，持仓总市值为46.65亿美元，约合人民币321.6亿元。总体而言，高瓴在美股的持仓市值呈下降趋势，2020年二季度末，高瓴在美股的前十大重仓股持仓市值合计78.8亿美元，但两年后的今年二季度末，其前十大重仓股持仓市值仅为34.15亿美元，也与其部分重仓股股价跌幅较大密切相关。高瓴美股前十大重仓股依次为：百济神州、京东、赛富时、DoorDash、SEA冬海集团、唯品会、传奇生物、阿里巴巴、贝壳、大全新能源。其中，中概股占据7席，另外3个是美国版“美团”——DoorDash、“东南亚小腾讯”——Sea、企业客户管理系统龙头公司赛富时。二季度全部美股持仓中，中概股合计持有市值近30亿美元，市值占比达六成以上，并在二季度共对9只中概股进行了增持、新进买入等操作。百济神州仍为高瓴在美持仓的第一大重仓股。这是自2021年一季度百济神州取代拼多多成为第一大重仓股以来，连续6个季度占据这一位置。自2014年参与百济神州的A轮融资开始，2015年的B轮融资、2016年美国上市、上市后的定向增发、再到香港上市、2020年定增买入，高瓴一共参与和支持了百济神州共计8轮的融资，可见高瓴对百济神州的偏爱。有意思的是，电商零售成为高瓴在美股的重要布局方向，高瓴重仓的7只中概股里面，电商零售占据三席，包括排在其前十大重仓股第二位的京东、第五位的唯品会和第七位的阿里巴巴。其中，唯品会今年一季度就已被高瓴大幅增持147%，并在当季首次跻身十大重仓股，算起来，这已经是高瓴连续2个季度看好唯品会。疫情反复影响下，越来越多的人开始看重性价比，作为国内头部的特卖电高，唯品会最新业绩显示，上半年实现营收497.80亿元，净利润23.83亿元。此外高瓴还持有拼多多和逸仙电商（名创优品的母公司），可以说，中国主要的电商平台高瓴都有投资。阿里巴巴、贝壳、大全新能源是二季度新晋前十大重仓股。在二季度，高瓴建仓阿里巴巴189万股，阿里巴巴还受到景林资产的重点下注，景林资产在二季度增持阿里巴巴93.6万股至124.3万股，不仅成为景林资产美股组合的第六大重仓股，还是其在二季度增持幅度最大的中概股。高瓴的另一重仓股贝壳，同时是景林资产的第一大美股持仓，也是高毅的第三大美股持仓股。此外，大全新能源二季度被高瓴加仓了178.59万股至188.59万股，加仓幅度为1785.9%。纵观高瓴的多个季度的美股持仓，既展现了其深度价值投资，前十大重仓股中多数持有时间较长，如百济神州、京东、DoorDash、SEA等已连续多个季度持有，但部分持仓也表露出“交易型”特点，如阿里巴巴、贝壳、BOSS直聘等，都曾被高瓴反复交易。在同一赛道中，也会基于估值的变化调仓换股，如今年一季度曾清仓蔚来汽车和小鹏汽车，减持理想汽车，但同时又新进买入了特斯拉和晶科能源控股；2021年一季度清仓了好未来和一起教育，但加仓了新东方。资本“神话”被打破？在中国诸多资本造梦者中，高瓴无疑是佼佼者之一，这家投资巨头滋养众多消费品牌和互联网平台，近年来在新能源领域投资也是如鱼得水。不过，在耀眼的战绩之外，被推上神坛的高瓴也有失手的时候。除新能源外，消费、医药、科技等也是高瓴在A股重点投资的领域，但在部分股票投资方面似乎并不顺利。2019年12月3日，格力电器公告称，高瓴旗下珠海明骏以46.17元/股的价格接受格力集团转让的9.02亿股格力电器股份，珠海明骏自此成为公司第一大股东，持股比例达15%。高瓴斥巨资入股格力后，格力电器股价曾攀升走高至超60元/股，但由于格力电器处在地产产业链上，随着地产行业的变化，格力电器股价近年来跌幅较大，自历史最高价已经腰斩。这也就意味着，高瓴入局格力可能已经产生不少亏损，但如果加上格力每年的分红，高瓴亏损实际上并不大。2020年格力派发了两次现金股利，6月每股1.2元，11月每股1元；2021年格力每股派发3元股利；2022年格力又派发了两次股利，4月每股1元，8月每股2元。三年时间里，格力共派发了股利每股8.2元。依此计算，高瓴持有格力电器的成本实际上已降至37.97元/股。目前，格力电器的股价在33元左右，高瓴旗下珠海明骏投资合伙企业(有限合伙)持仓格力电器亏损约45亿元。值得一提的是，高瓴在受让格力电器股份时，曾承诺自股份过户登记完成日起锁定3年，今年12月将面临解禁。限售解禁后，高瓴是否将减持格力，备受市场关注。医药领域投资方面，高瓴曾入局药明康德、海正药业、凯莱英、爱尔眼科、恒瑞医药、华大基因、凯利泰、华兰生物等，但不少股票被其大幅减持，并退出前十大流通股东。2021年三季度，高瓴大幅减持爱尔眼科，退出了公司前十大流通股东。2021年四季度，高瓴减持恒瑞医药，并退出公司前十大流通股东。2022年一季度，高瓴旗下瓴仁卓越长青私募基金大幅减持华大基因，也退出了前十大流通股东。科技股方面，用友网络为高瓴最近通过定增持仓的股票。今年1月，用友网络通过非公开发行股票共募资52.98亿元，发行价格为31.95元/股，高瓴获配3129.89万股，耗资约10亿元。但定增完成后，用友网络股价表现不佳，自1月底以来股价开始下跌，至4月末一度跌至16.43元，与定增价相比近乎腰斩。目前，用友网络股价在20元左右徘徊，而高瓴二季度末持有用友网络股数未变，这也就意味着，高瓴通过定增入局用友网络已浮亏近40%。广联达也是高瓴通过定增入局的股票。2020年6月高瓴斥资15亿元认购广联达2971.47万股，持股成本为50.48元/股。广联达2021年1月底股价最高时，高瓴盈利接近翻倍，但目前处在盈亏平衡线上。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695056230,"gmtCreate":1641277377525,"gmtModify":1641277377525,"author":{"id":"310999044787008","authorId":"310999044787008","name":"zju916","avatar":"https://static.laohu8.com/cde8d6d221ee9d5faded7737a978ab90","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"310999044787008","authorIdStr":"310999044787008"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>价格根本扛不住，空军还是比较强大","text":"$Sorrento Therapeutics Inc.(SRNE)$价格根本扛不住，空军还是比较强大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957298377","isVote":1,"tweetType":1,"viewCount":2548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957005768,"gmtCreate":1593092729654,"gmtModify":1704201167839,"author":{"id":"310999044787008","authorId":"310999044787008","name":"zju916","avatar":"https://static.laohu8.com/cde8d6d221ee9d5faded7737a978ab90","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"310999044787008","authorIdStr":"310999044787008"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>抓紧空啊，哈哈","listText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>抓紧空啊，哈哈","text":"$Sorrento Therapeutics Inc.(SRNE)$抓紧空啊，哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957005768","isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952338833,"gmtCreate":1591871651822,"gmtModify":1704197335140,"author":{"id":"310999044787008","authorId":"310999044787008","name":"zju916","avatar":"https://static.laohu8.com/cde8d6d221ee9d5faded7737a978ab90","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"310999044787008","authorIdStr":"310999044787008"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>赶紧趁拉高上车空，晚了就没机会了[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>赶紧趁拉高上车空，晚了就没机会了[开心]&nbsp;[开心]&nbsp;","text":"$Sorrento Therapeutics Inc.(SRNE)$赶紧趁拉高上车空，晚了就没机会了[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/952338833","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956746648,"gmtCreate":1591798564484,"gmtModify":1704197005996,"author":{"id":"310999044787008","authorId":"310999044787008","name":"zju916","avatar":"https://static.laohu8.com/cde8d6d221ee9d5faded7737a978ab90","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"310999044787008","authorIdStr":"310999044787008"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>垃圾股就是垃圾股，历史短期有可能拉高，但长期看依旧是一文不值。公司现金紧张，估计又要低价增发","listText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>垃圾股就是垃圾股，历史短期有可能拉高，但长期看依旧是一文不值。公司现金紧张，估计又要低价增发","text":"$Sorrento Therapeutics Inc.(SRNE)$垃圾股就是垃圾股，历史短期有可能拉高，但长期看依旧是一文不值。公司现金紧张，估计又要低价增发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956746648","isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956836981,"gmtCreate":1591628252443,"gmtModify":1704196225769,"author":{"id":"310999044787008","authorId":"310999044787008","name":"zju916","avatar":"https://static.laohu8.com/cde8d6d221ee9d5faded7737a978ab90","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"310999044787008","authorIdStr":"310999044787008"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>涉嫌欺诈的案子就快判了，坚定不移的做空","listText":"<a href=\"https://laohu8.com/S/SRNE\">$Sorrento Therapeutics Inc.(SRNE)$</a>涉嫌欺诈的案子就快判了，坚定不移的做空","text":"$Sorrento Therapeutics Inc.(SRNE)$涉嫌欺诈的案子就快判了，坚定不移的做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956836981","isVote":1,"tweetType":1,"viewCount":3233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}