鄧曉峯新進萬華化學，馮柳新進安琪酵母、增持上海家化
金價新高刺激黃金股走強，紫金礦業港股昨天創出歷史新高價16港元，紫金礦業A股今年以來升幅超22%。
眾所周知，紫金礦業是私募大佬鄧曉峯“心頭好”，自2019年其管理的產品首次出現在紫金礦業前十大流通股中，鄧曉峯便一直重倉這隻股票。截至去年三季度末，鄧曉峯管理的兩隻產品持有紫金礦業超7.08億股。
工業金屬板塊這波上升，鄧曉峯賺麻了。除了重倉紫金礦業外，鄧曉峯還大手筆佈局中國鋁業、雲鋁股份、銅陵有色、江海股份等週期股。
隨着上市公司年報披露，鄧曉峯最新動向浮出水面。
萬華化學發佈的2023年年度報吿顯示，鄧曉峯管理的高毅曉峯2號致信基金在2023年四季度新進萬華化學前十大流通股東名單，持有萬華化學2014.16萬股，期末持倉市值達15.47億元。
萬華化學是一家全球化運營的化工新材料公司，主營業務是聚氨酯、石化、精細化學品及新材料的研發、生產和銷售。公司主要產品是異氰酸酯、聚醚多元醇、石化、熱塑性聚氨酯彈性體(TPU)、聚甲基丙烯酸甲酯(PMMA)、水處理膜材料、改性聚丙烯(PP)、聚烯烴彈性體(POE)等。
萬華化學2023年公司營業收入約1753.61億元，同比增加5.92%；歸屬於上市公司股東的淨利潤約168.16億元，同比增加3.59%；基本每股收益5.36元，同比增加3.68%。
中國巨石發佈的2023年年度報吿顯示，高毅資產鄧曉峯管理的高毅曉峯鴻遠集合資金信託、高毅曉峯2號致信基金位列該股前十大流通股東行列，鄧曉峯2023年末合計持有中國巨石8837.93萬股，期末合計持倉市值為8.68億元，較上一報吿期末增持180萬股。
此外，鄧曉峯同事馮柳去年四季度新進安琪酵母、增持上海家化。
安琪酵母披露2023年年報，其股東名單顯示，高毅資產資深投資經理馮柳管理的高毅鄰山1號遠望私募基金在2023年四季度加倉安琪酵母，2023年末持有815萬股，持倉市值為2.87億元。
上海家化發佈2023年的年報顯示，馮柳掌舵的高毅鄰山1號遠望私募基金在去年四季度增持該股50萬股，持股數量增至380萬股，期末持股總市值為8000萬元。
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