Wang Yawei led the Chinese department nearly 600 million yuan "full warehouse" radio and television network

New Express reporter Chen Yongzhou obsessed with radio and television Network (600831) for three years, Wang Yawei finally launched the "all-out attack." According to the latest radio and television network reported that the end of the two quarter of the top ten circulating shareholder list, the Chinese department occupies 7 seats, the overall increase to 53.67 million shares, accounting for the circulation of 9.53%, almost up to the upper limit of the allocation ratio.　　In other words, the Huaxia fund, led by Wang Yawei, has nearly "full warehouse" in the stock, and has also pushed the scale to 573 million yuan. 573 million bucks! Huaxia Department "full warehouse" stationed in 2008 at the end of the two quarter, the first Chinese market appeared in the top ten distribution of radio and television network shareholders, holding 8.25 million shares, the Chinese dividend in the same period of new 9.19 million shares. Since then, the obsession of the Chinese department has never broken off, more gradual operation of the "dissidents", to the end of the first quarter of this year, the stock of the top ten circulating shareholders of the 6 institutions have all been huaxia, total holding 43.76 million shares.　　But this is not even the Chinese department's opening point. The report shows that the top ten already have 8 institutions, China's 7 seats, the total increase of 9.91 million shares to 53.67 million shares, the circulation of the disk of 9.53%, corresponding to the end of the market value of up to 573 million yuan.　　In view of a shares, the same fund company's products to the single stock can not exceed the maximum proportion of 10% of the circulation plate, therefore, even if the unknown before the top ten there are other Huaxia funds, but only the proportion of the 7 product allocation has been shown that the Chinese department has nearly the upper limit, in other words, the Chinese department has "played full" the position. In addition, Citic Trust-Jian Su 723 new 8.78 million shares, the third largest circulating shareholder.　　Interestingly, as of yesterday, the product only appeared in two companies, the other Oriental zirconium industry (new 2.81 million shares), but also with the Huaxia Department (2 fund total holding 11.38 million shares) and Sun Jianbo (4.67 million shares) heavy warehouse.　　In the Chinese department blew "general attack" under the horn, radio and television network at the end of the two quarter of the number of shareholders on the chain again drama minus 21%, last year, minus 40%, 5 consecutive quarterly chips tend to focus.　　Band Precision Wang Yawei Overweight nearly 8 million shares more important is, the two quarter to the stock's long main force, it is "one elder brother" Wang Yawei. The second quarter, the Chinese market increased by 5 million shares to 20.01 million shares, corresponding to the end of the market value of 214 million yuan, the Chinese strategy is to increase the increase of 2.74 million shares to 4 million shares, corresponding to the market value of 77.34 million yuan.　　In the two quarter of the average price of 11.52 yuan, Wang Yawei again cost nearly 90 million yuan, two quarter at the end of the radio and television network also "superior" to become its big heavy warehouse shares.　　This Wang Yawei not only on the scale of the lead, but also the same as the same as the most adept at capturing the "band" of the people. Statistics show, remove the transfer part, Wang Yawei from admission to significantly overweight record only 3 (excluding this year two): the 2009 four quarter of the Chinese market suddenly increased by 2.92 million shares to 12.92 million shares; in the first quarter of 2010, the shares had a wave of soaring, the largest increase of 60%, when the Chinese market in the quarter to reduce 4.92 million shares 2010 the end of the three quarter, the Chinese market and strategy to increase the total increase of 2850,000 shares, the second quarter, the largest increase in the range of more than 30%; at the end of the first quarter, the silence of a quarter after the Wang Yawei again large-scale add (total increase of 3 million shares), two quarter share price was once created in nearly three years of new highs ... The catch is that after late May, the stock fell into a "patch", even Wang Yawei also sat in a "roller coaster." This leaves the market with questions--in the two quarter of high innovation, Wang Yawei Why not to cash the increase, but significantly overweight and the rate of the Chinese department will be "full"?　　For the 4th time in nearly three years, what will be the market for the stock? The performance of smooth asset consolidation is expected to be strongly similar to most "Wang Yawei concept Stocks", the performance of radio and television networks is not outstanding. The first half of the revenue 695 million yuan, net profit of 69.75 million yuan, earnings per share of 0.124 yuan, year-on-year growth of 21%, 28%, 29%, product gross profit margin year-on-year increase of 2.6% to 15.83%; The company said that the growth of performance mainly benefited from the continuous growth of user size. From a single quarter, the two quarter of the company's net profit of 38.91 million yuan, an increase of 41%, the chain increased by 26%.　　It should be stable on the whole, but it does not show explosive growth.　　So, what is the Wang Yawei phase?　　In fact, like most "Wang Yawei concept Stocks", radio and television networks have a strong expectation of asset consolidation. As the only listed company with the resources of "provincial wide Grid", the biggest aspect is the expectation of asset integration under the integration of local radio and TV resources.　　At the beginning of Shaanxi province has begun to promote the provincial radio and television system reform program, the actual control of the Shaanxi Radio and TV network industry group to integrate the target. In addition, the "Triple net integration" policy of the warm wind is undoubtedly good for its existing diversified business development. The newspaper said that High-definition TV is the combination of three nets to win the difference in the background, and the second half of the year will be fully launched High-definition Interactive project promotion.