本报记者 赵学毅

Our reporter Zhao Xueyi

　　自从王亚伟进入私募基金后，其神秘程度有增无减，其持仓的股票及私募产品业绩均未主动披露。《证券日报》基金新闻部记者多次试图联络深圳千合资本管理有限公司均无果，不过，广州一私募研究中心总监向记者爆料，“王亚伟的昀沣计划截至2月底回报率13%，收益跑赢大盘整整两倍。”

Since Wang Yawei into private equity funds,Its mystery,Its holdings of shares and performance has not been active disclosure of private products.[Securities daily]Fund news reporters repeatedly tried to contact shenzhen thousands of joint ventures management co., LTD., nothing,but,Guangzhou, a private research center director revealed to reporters,"The Wang Yawei Yun 13% return on is being planned by the end of February,Earnings outperform for two times."

　　本报记者注意到，上周末披露的上市公司年报，首次曝光了王亚伟持有的股票，昀沣计划分别跻身广电网络(600831,股吧)、华润万东(600055,股吧)两家上市公司前十大流通股股东名单中。

Our reporter noticed,The weekend disclosure of annual reports of listed companies,Exposure Wang Yawei holdings of shares for the first time,Yun being plans respectively among the radio and television networks(600831,stocks)/Huarun Wan Dong(600055,stocks)Two of the top 10 listed companies tradable shares.

　　“根据王亚伟过去的投资风格看，他更偏爱于一些股价尚未启动，或者个股概念尚未被市场挖掘，且股本偏小股性活跃的个股。”

"According to the Wang Yawei past investment style,He prefer to some share price has not yet started,Or individual stocks concept has not yet been mining market,And small equity shares sexually active stocks."

　　上述私募研究中心总监分析道，“再次选择重仓广电网络、华润万东，从某种意义上说明王亚伟在华夏基金的"旧爱"可能再成"新爱"，比如东方金钰(600086,股吧)、千足珍珠(002173,股吧)、峨眉山A、福建南纸(600163,股吧)、北京君正(300223,股吧)、乐凯胶片(600135,股吧)等。”

The above said private research center director,"Radio and television networks again choose heavy storehouse/Huarun Wan Dong,In a sense that Wang Yawei in China amc"The old love"May become a"New love",Such as the Oriental gold jade(600086,stocks)/Thousand foot pearls(002173,stocks)/Emei mountain A/South fujian province paper(600163,stocks)/You are in Beijing(300223,stocks)/Lucky film(600135,stocks), etc.."

　　重拾“旧爱” To regain"The old love"

　　王亚伟现身两股“前十大” Wang Yawei appeared two shares"Top ten"

　　王亚伟操盘私募基金以来，他买了什么，业绩如何一直是大家关注的焦点。《证券日报》基金新闻部记者2013年以来一直密切观察着王亚伟执掌的首个产品“中国外贸信托－昀沣证券投资集合资金信托计划”的一举一动，直到上周末才发现其投资股票的最新苗头。

Since Wang Yawei is running the private equity fund,What he bought,How performance is always the focus of attention.[Securities daily]Fund since 2013 has been closely watched Wang Yawei news reporters at the helm of the first products"Trust - Yun of China's foreign trade is being assembled funds trust securities investment plan"Every move,Until the weekend found the latest stock from their investment.

　　3月15日，广电网络公布2012年年报，王亚伟执掌的首个产品“昀沣证券投资集合资金信托计划”持股200万股为该公司第八大流通股股东。此前，王亚伟在执掌华夏大盘时，最早于2008年现身广电网络中报前十大股东，直到去年中报退出。截至上周末，广电网络今年以来累计涨幅14.92%，最大涨幅更是高达26.18%；若持仓不发生变化，王亚伟两个多月时间从中浮盈196万元，最大浮盈额约340万元。广电网络2012年度实现营业收入17.24亿元，同比增长21.48%；归属于上市公司股东的净利润1.40亿元，同比增长0.21%；公司拟每10股派送0.40元(含税)。

On March 15,,Radio and television networks reported annual reports in 2012,Wang Yawei at the helm of the first product"Yun being assembled funds trust securities investment plan"Holding 2 million shares of the company's eighth largest shareholder of shares outstanding.after,Wang Yawei when in Chinese market,As early as 2008 on radio and television networks reported for the top 10 shareholders,Until last year reported for exit.As of last weekend,Radio and television networks have gained 14.92% since this year,The biggest gain is as high as 26.18%;If the position is not change,Wang Yawei more than two months time to gains from 1.96 million yuan,3.4 million yuan about the biggest gains.Radio and television networks achieve revenue 1.724 billion yuan for 2012,Up 21.48% from a year earlier;Attributable to shareholders of listed companies net profit of 140 million yuan,Up 0.21% from a year earlier;Plans for every 10 shares the company sends 0.40 yuan(tax).

　　3月16日，华润万东发布的2012年年报显示，实现营业收入6.9亿元，同比增长17.25%；实现归属于上市公司股东的净利润3226万元，同比降19.13%；拟每10股派现0.5元。相比乏善可陈的业绩，更吸引投资者眼球的是华润万东同时披露的股东情况。年报显示，公司前十大流通股股东里有四家私募基金，其中“昀沣证券投资集合信托计划”位列“前十大”第十位，持股90.09万股。从最近几个月的投资效果上看，华润万东的股价走势明显强于广电网络，2013年以来累计上涨31.36%，最大涨幅52.73%。粗略估算，如果持股至今，短短两个多月的时间，昀沣计划账面浮盈243.24万元，最大浮盈额约432.43万元。资料显示，曾由王亚伟执掌的华夏华夏大盘和华夏策略两只基金从2011年到去年中报均入驻华润万东“前十大”。

On March 16,,Huarun Wan Dong released 2012 annual report showed,Business income is 690 million yuan,Up 17.25% from a year earlier;A 32.26 million - yuan net profit attributable to shareholders of listed companies,Down 19.13% year-on-year;For every 10 shares sent $0.5 now.Compared with the poor performance,More attract eyeball is CRC Wan Dong disclosed information about shareholders at the same time.Annual report,Company has four top ten shareholders of shares outstanding in private equity,Among them"Yun being set securities investment trust plan"At the top of"Top ten"The first ten,Holding 900900 shares.From the point of view of investment effect in recent months,The share price of huarun Wan Dong is stronger than the radio and television networks,Is up 31.36% since 2013,The biggest gain of 52.73%.As a rough estimate,If held till now,Just more than two months time,Yun book gains being planned 2.4324 million yuan,4.3243 million yuan about the biggest gains.According to,Once by Wang Yawei at the helm of China huaxia plate and cathaysian strategy two funds from 2011 to last year in CRC Wan Dong center daily news"Top ten".

　　资料显示，王亚伟管理的私募基金昀沣证券投资集合资金信托计划成立时间为去年12月27日，也就是说，从12月27日算起到12月31日的3个交易日内，王亚伟火速完成对两只“旧爱”的建仓。

According to,Yun Wang Yawei management of private equity fund is being assembled funds trust securities investment plans to set up time for the December 27 last year,That is to say,From December 27 to calculate on December 31, three trading days,Wang Yawei makes for two"The old love"The position of.

　　“根据王亚伟过去的投资风格看，他更偏爱于一些股价尚未启动，或者个股概念尚未被市场挖掘，且股本偏小股性活跃的个股。”广州一私募研究中心总监对《证券日报》基金新闻部分析道，“从某种意义上说明王亚伟在华夏基金的"旧爱"可能再成"新爱"，比如东方金钰、千足珍珠、峨眉山A、福建南纸、北京君正、乐凯胶片等。”

"According to the Wang Yawei past investment style,He prefer to some share price has not yet started,Or individual stocks concept has not yet been mining market,And small equity shares sexually active stocks."Guangzhou to a private research center director[Securities daily]Fund news analysis,"In a sense that Wang Yawei in China amc"The old love"May become a"New love",Such as the Oriental gold jade/Thousand foot pearls/Emei mountain A/South fujian province paper/You are in Beijing/Lucky film film, etc.."

　昀沣计划 Yun is being planned

　　两个月回报率超大盘两倍 Twice as large plate returns on the two months

　　从两只重仓股走势来看，今年以来两个多月的时间里双双大幅跑赢大盘（上证指数同期微涨0.41%），且为昀沣计划带来不菲的账面浮盈。那么，昀沣计划近期业绩如何？

Given two holdings trends,More than two months since the beginning of the year in both significantly outperform the market(The Shanghai index edged up 0.41%),And for Yun being plan bring expensive book.then,Yun performance is being planned in the near future?

　　据《证券日报》基金新闻部记者观察，自从王亚伟进入私募基金后，其神秘程度有增无减，其持仓的股票及私募产品业绩均未主动披露。记者多次试图联络深圳千合资本管理有限公司均无果。正当记者焦灼于无法获得其净值变化时，上述私募研究中心总监向记者爆料，“王亚伟的昀沣计划截至2月底单位净值1.13元，累计回报率13%左右，收益跑赢大盘整整两倍（上证指数同期微涨4.25%）。”

According to the[Securities daily]Fund news reporter observed,Since Wang Yawei into private equity funds,Its mystery,Its holdings of shares and performance has not been active disclosure of private products.Repeated attempts to contact shenzhen thousands of joint ventures management co., LTD to nothing.As journalists anxiety when unable to obtain its net value change to,The private research center director revealed to reporters,"The Wang Yawei Yun unit net value is being planned by the end of February 1.13 yuan,The cumulative rate of return by around 13%,Earnings outperform for two times(The Shanghai index edged up 4.25%)."

　　“王亚伟的昀沣计划只对其持有人公布净值变化情况，而很少公开披露。”上述私募研究中心总监继续对记者表示，“的确，王亚伟在公募基金深受高曝光率困扰，外界关注太高，导致他压力过大。”

"The Wang Yawei Yun being plan to announce them only to the holder of the net value changes,With little public disclosure."The private research center director continue told reporters,"indeed,Wang Yawei in public funds by high exposure,High attention to,Led him to stress."

　　而在去年5月7日，王亚伟在召开新闻发布会时自述衷肠称，中国资本市场很不成熟，媒体曝光王亚伟概念股后，散户经常跟风追捧，“以至于我现在买一只股票，都会想想会不会导致他们的风险太高，这掣肘了我的投资决策，影响自己的投资敏感性，也是我这几年中面对的最大的投资困境。”

In the last year on May 7,Wang Yawei in the report relate to said at a news conference,China's capital market is not mature,After the media exposure Wang Yawei stocks,Retail investors often follow suit,"So I now buy a stock,Will think about it will cause them to risk is too high,This constraint on my investment decisions,Affect their sensitivity,Is my the biggest investment dilemma facing this few years."

　　据《证券日报》基金新闻部获悉，中金公司近期将发行一款集合理财产品，募资全部投向“中国最负盛名的基金经理所管理的信托产品”，王亚伟在以电话会议的形式与中金大客户沟通时表示，前期股市“群魔乱舞”说明投资者心态浮躁，选股标准粗糙，在调整过程中，刚好可以慢慢选股。“环保是未来中国经济结构性转型的突破口，我最看好环保行业，会选择掌握核心技术的股票投资。”

According to the[Securities daily]Fund news has learned,Cicc will soon launch a collection of financial products,Raised at all"China's most famous managers in the management of trust products",Wang Yawei in communicate with cicc's big customers in the form of a conference call,Early market"Spooky:"Investors being impetuous,Choose a standard rough,In the process of adjustment,Just can slowly to pick stocks."Environmental protection is a breakthrough for the development of China's economic structural transformation in the future,I the most bullish on environmental protection industry,Will choose to master the core technology of stock investment."