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GLE Daily Fund Report | Major portfolio adjustments! Zhang Kun, Xiao Nan, and Li Xiaoxing's Q2 reports are released.
Focus on the latest news in the fund.
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.
LK Environment (301305.SZ) expects a year-on-year increase in net income of 20%-40% for the first half of the year.
On July 17, 7格隆汇 announced that Lang Kun Environment (301305.SZ) expected a net income of 1.16-1.35 billion yuan in the first half of the year, a year-on-year increase of 20%-40%, with a non-deductible net income of 1.1-1.29 billion yuan, a year-on-year increase of 20%-40%. The company's net income in the first half of 2024 increased compared to the same period last year, mainly due to the increase in biomass waste collection and treatment compared to the same period last year, and the gross margin of the operation and service sector has slightly increased, while the profitability of the operation and service sector has steadily grown. At the same time, the company's BOT project construction revenue increased compared to the same period last year, along with revenue growth.
Can the intervention of 3.5 trillion yen reverse the situation? Where is the next key resistance level for USD/JPY?
On Tuesday, July 16th, the USD/JPY continued to rise, rebounding to a high of 158.442. According to institutions comparing Bank of Japan's current account data and estimates from currency brokers, Japan may have intervened in the currency market last Friday to support the yen.
Kunhengshunwei (688283.SH) first repurchased 5125 shares of the company's stock.
On July 12th, Gelunhui announced that Kunhengshunwei (688283.SH) carried out the first repurchase of 5,125 shares of company stock through the Shanghai Stock Exchange system using centralized auction trading method, accounting for 0.0042% of the total share capital of 121,800,000 shares, at a minimum price of 19.40 yuan/share and a maximum price of 19.56 yuan/share, with a total payment of RMB 99,983.47 (excluding stamp duty, transaction commission, and other transaction expenses) in 2024.
Mankun Technology (301132.SZ): There is currently no partnership with baidu radish.
On July 11th, Gelunhui reported that Mankun Technology (301132.SZ) stated on the investor interaction platform that the company currently provides self-driving car related PCB products to automotive customers and has not yet cooperated with Baidu Luobo.
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