In the second quarter, a fund guru buys the big dark horse.

The eyes appreciate the precious.

Gelonghui FinanceJul 21 07:14 ET

E Fund Zhang Kun's second quarter report is out! Once again heavily invested in Samsonite (01910) and Prada (01913).

Today, Yi Fang Da fund manager Zhang Kun disclosed the second quarter report of managed fund products in 2024. Following the first time to buy Samsonite (01910) and Prada (01913) in the fourth quarter of 2023, Zhang Kun once again heavily increased his holdings in the second quarter.

Zhitong FinanceJul 18 04:00 ET

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.

Gelonghui FinanceJul 18 01:18 ET

Investors in Wuliangye YibinLtd (SZSE:000858) Have Unfortunately Lost 50% Over the Last Three Years

In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But in any portfolio, there are likely to be some stocks that fall

Simply Wall StJul 11 18:27 ET

Vice Chairman Jiang Wenchun of Wuliangye Group led a delegation to visit and exchange ideas at Zhenjiu.

On July 9th, Jiang Wenchun, Vice President of Wuliangye Group and Party Secretary/Chairman of Pusse Group, led a team to visit Zhenjiu and held discussions and exchanges. Wu Xiangdong, Chairman of Zhenjiu Lidu Group, warmly welcomed them. During the meeting, Wu Xiangdong welcomed Jiang Wenchun and his team, and introduced the history and development, project planning, market layout, and experiential marketing of Zhenjiu. He stated that in recent years, Zhenjiu has invested over 12 billion yuan in increasing production capacity, and the annual production capacity of high-quality sauce liquor has exceeded 410,000 tons, with a base liquor inventory of 900,000 tons. The production scale ranks among the top three sauce liquor companies in Guizhou; at the same time, with a profound historical heritage and vigorous development momentum, it has formed

Gelonghui FinanceJul 10 04:01 ET

Huafu Securities: Pursuing cost-effective upgrades in the face of the current consumption environment with a realistic attitude.

Zhītōng Finance APP learned that Huafu Securities released research reports stating that overall consumption is in a slow recovery trend, but there are still structural opportunities. Currently, it is still in the third stage of the consumption clock, seeking value in upgrades. In the short term, consumers can get a more cost-effective consumption experience by reducing their pursuit of brands and returning to the product itself; in the long run, as market competition becomes more intense and brand value is reshuffled and repositioned by the market, brand premium as a reasonable component of product prices, the mismatch between price and product will not be realized. Taking Japan as an example, the underlying logic of consumption in our country is different, and the space for internal and external demand to drive upward is large.

Zhitong FinanceJul 8 03:02 ET