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Li Xiaoxing, manager of Yinhuafund, increased shareholdings in defense stocks in the second quarter, while significantly reducing positions in Kweichow Moutai and Wuliangye Yibin.
Li Xiaoxing, manager under Yinhuafund, released the Q2 performance report for 15 products, including Yinhuaxinjia two-year holding period mixed fund, Yinhuaxinyi flexible configuration mixed fund, and Yinhuaxinxian one-year holding period mixed fund. Li Xiaoxing's latest management scale is 23.556 billion yuan, with the top ten holdings of his funds are Shanxi Xinghuacun Fen Wine Factory, Naura Technology Group, Wuliangye Yibin, Luzhou Laojiao, Midea Group Co., Ltd., Guizhou Space Appliance, AVIC Shenyang Aircraft, Kweichow Moutai, AVIC Xi'an Aircraft Industry Group and Anhui Gujing Distillery. Looking at the changes in holdings, compared to the end of Q1, Li Xiaoxing aggressively increased his holdings of defense stocks, and both Guizhou Space Appliance and AVIC Shenyang Aircraft entered the ranks of his top ten heavy holdings.
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Tianfeng Securities: Strong Alpha liquor enterprise's market share accelerated increase, mid-range expansion trend continued.
Under forced growth, the prices of baijiu sector in Q1 2024 continued to differentiate between price ranges. Strong alpha liquor companies that benefit from the expansion of the price range (mainly in the mid-range price band) have increased their market share against the trend. Under the assumption of a flat market, bullish on the accelerated concentration of strong alpha liquor companies bringing dividends and potential reform expectations.
Orient Securities: Stable demand for baijiu during Dragon Boat Festival, low valuation for liquor enterprises + highlight of high dividends.
Recently, the baijiu sector was affected by market sentiment, and stock prices relatively fell back. Some liquor companies with low valuations and high dividends have further highlighted the investment highlights.
Those Who Invested in Anhui Gujing Distillery (SZSE:000596) Five Years Ago Are up 205%No Data
