Silver cut meat, Temple of Heaven Bio bo reorganization or lost 37 million

"Our fund manager, who has a very bad temper these days, I don't want to provoke him," he said.　　"When the reporter asked for an interview, the marketing department of a Shanghai fund company made such a reply." The stock market before and after the national day is absolutely surprising to many investors. The rising stock index makes resources such as plate showered, and before being seen by many institutions as the best position of the medicine plate is a little lonely, 4 trading days to lose nearly 6% of the market. and the fund in the pharmaceutical sector of the differences, will be earlier than this national day market. How fast are fund managers changing their faces?　　The Temple of Heaven creature gave an answer. The Bank of silver is rushing to retreat. A list of the shareholders of the Temple of Heaven reveals that, in addition to controlling shareholders, the funds involved in the stock are short fry.　　September 28, 2010, the Temple of Heaven Biological Bulletin, "Major asset purchase and issuance of shares to buy the implementation of the report and changes in shares" announcement, the top ten shareholders took place more obvious changes. Half a year new into the top 10 unlimited conditions of sale of shareholders of 6 funds, to September 20 only the global vision of Societe Generale and the National Social Security Fund hosted by the Investment fund 110 portfolio, including the Bank of the Schroeder Fund 2 funds (robust configuration and blue chip tickets),　　Societe Generale's social responsibility and the growth of the value of the 4 funds have withdrawn from the top ten shareholder's team. According to wind data statistics show that April 1, 2010 to June 30, the Temple of Heaven's living creature's average price of 26.22 yuan per share, that is, the first quarter to the end of the two quarter of the last 6 funds to enter the shares of the stock cost of about 26.22 yuan per share. From July 1 to September 20, the average price of the unit was $23.02.　　According to this calculation, if exit the top ten shareholders of the 4 funds all sold in the hands of the Temple of Heaven life, the loss will likely reach more than 70 million yuan, the most shareholding of the bank funds lost nearly 37 million yuan. In fact, only one day (July 1) after the semi-annual statistical date of June 30, there was a sharp decline in the life of the Temple of Heaven. July 1 fell, 2nd fell 7.33%, 5th fell 3.54%, only 3 trading days, the Temple of Heaven Living Creature's share price from 23.36 Yuan was smashed to 18 yuan near. A Beijing brokerage trader told reporters: "Fund companies in this period of strong shipments, may be received bad news." "On July 1 the day of the Billboard data, sell the top 5 sales department, the organization accounted for 4 seats, shipments nearly 120 million yuan." A fund manager of a joint venture fund in Shanghai told reporters: "The Temple of Heaven has been involved in the issue of Shanxi's vaccine incident, although in mid-March (18th) out of the clarification of the announcement, but may not all the social impact of elimination, even this matter has not affected the bank and other companies, Then this time the liquidation of the warehouse is likely to be informed in advance of the overall listing concept frustrated.　　"The reporter on the Silver Line to cut the warehouse a large discount to the Bank Schroeder fund Company, as of press, did not receive the company reply."　　Dream off the whole market? Since April 28, 2007, Chinese studentsThe Beijing Institute of Biological Products (hereinafter referred to as Beijing), a subsidiary of the Group of Materials Technology Corporation (hereinafter referred to as the China Health Group), has transferred the 56.27% per cent of its shares to the China Health group, and the Temple of Heaven has begun to carry the concept of a A-share listing. As the only listed platform of China Health Group, the Temple of Heaven Life has been the market speculation will absorb the group's six major biological Products research Institute and other high-quality resources, so as to achieve the overall listing of the health group.　　Relying on this "Temple of Heaven Conjecture", the stock price of the Temple of Heaven's life in the second half of 2008 to the second half of 2009 this time, even 3 times times, by many institutions bullish. "Originally is the Ministry of Health, and later merged into the group of Beijing, Shanghai, Chengdu, Wuhan, Lanzhou, Changchun six major biological Products research Institute is the core assets of the group." At that time, we judged that it would be great if all six of the resources were integrated into the platform of the Temple of Heaven. For example, now the Scenery infinite Ankang (Hualan Biological Chairman, General manager) is the former Lanzhou Institute of Vaccine Director, six represents the domestic vaccine and other biological research fields of the highest level.　　The fund manager told reporters. After being promoted to the group subsidiary, the Temple of Heaven Biology absorbs six big resources the footstep has been continuing. The acquisition of Rong's raw drug industry (formerly Chengdu), which began in mid-2008, has been regarded by all parties as an important part of the group's integrated listing. Helpless, China Health Group's overall listing concept was interrupted by a paper announcement by Sasac on September 16, 2009, and the Chinese Medicine Group (hereinafter referred to as the group) and the Sino-Health Group implemented a joint reorganization. For a time, the position of the only listed platform in the Tiantan bio-group was gone. The reporter interviewed the Temple of Heaven Biology Dong Zhang Yi, he said: "This is the past, has lost the meaning of the report." But the market has not given up, people familiar with the matter said, media reports said that the group still hope that China Health group listed separately, only in September, only to go to Hong Kong listed before the return of a shares.　　In this way, the fund company was informed that the Chinese health group in the overall listing of the hopeless News at least 2 months earlier than the media. Institutional differences obviously in the Silver Line, the same time, the name of the two fund in the Department of the Temple of Heaven appeared in the first ten September 20, the largest shareholder table, in less than 3 months of time to buy nearly 13 million shares.　　Reporters found that the drug companies concerned about the organization of a minority. A fund manager of a Shenzhen fund company told reporters: "My fund bought Shanghai Wallace, the reason why I did not choose the temple of biology, is that I think forty or fifty times times the P/E is a little expensive." The integration of the Chinese medicine Group and the China Health Group, the overall thinking has changed, the Temple of Heaven Bio-extension of the expansion must be suspended, Rong Sheng Pharmaceutical acquisition Although there are some substantial content, but has long been reflected in the market price. As originally wanted to gamble with the Chinese health group, the whole listing of the Temple of Heaven, the fund, in advance to know the overall listing short-term hopeless, may also lose the patience to wait. "The group may be using its own mode of listing, that is, Hong Kong after the mainland to operateThe overall listing of the health group, people familiar with the matter told reporters: "is expected to be the end of the year or early next, you will be able to see the Hong Kong exchange of China Health Group."　　"The idea of losing the group as a whole is a logical explanation for the Fund's decisive liquidation," he said. In fact, after several institutions have fled the warehouse, the Temple of Heaven living Creature's stock price rebounded rapidly from nearby 18 yuan, now still maintains at 24 yuan each stock nearby, and has the Chinese postal Fund (core growth and the core optimization) strong entry, shows the institution in this stock game or will continue. A researcher inside the China Mail fund privately disclosed to reporters that there was no agreement on the Internal Investment and Research Institute of the China Mail fund to buy the temple of Heaven Creatures. "Some people think that the performance of the Temple of Heaven is always lower than the market expectations, not as much as the Watson, not in favor of buying; others think that although the Hualan biology is good, but the total can not buy, the Temple of Heaven living creature although short-term loss of asset injection concept, but it is a good configuration　　The investment institute told reporters. Some market participants also believe that the transfer of funds from the Temple of Heaven, such as the Bank of Hong Kong may be the need to adjust the position, but the cost of tens of millions of is appropriate, leaving a question mark.