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Fu Pengbo's hidden heavy stocks have come to light, newly bought Sunresin New Materials, Shenzhen Mindray Bio-Medical Electronics, and Cambricon.
The Ruifeng Fund's products disclosed their annual report for 2024. Managed by Fu Pengbo and Zhu Lin, the Ruifeng Growth Value Mixed Fund has purchased shares in Sunresin New Materials, Shenzhen Mindray Bio-Medical Electronics, and Cambricon, while significantly increasing shareholding in Jiangsu Pacific Quartz and Bethel Automotive Safety Systems. According to the annual report, the key hidden holdings for Ruifeng Growth Value are as follows: Wanhua Chemical Group, Jiangsu Boqian New Materials Stock, ZTO Express - W, Sunresin New Materials, Svg Tech Group, Jiangsu Pacific Quartz, Bethel Automotive Safety Systems, Shenzhen Mindray Bio-Medical Electronics, Zhejiang Weiming Environment Protection, and Cambricon. Compared to the mid-year report, eight companies have been replaced: Shandong Sinocera Functional Material, Beijing Oriental Yuhong Waterproof Technology, Great Wall Motor, Inner Mongolia Furui Medical Science, Shenzhen Capchem Technology, Montnets Cloud Technology Group, Zhejiang Crystal-optech, and To
Insiders Are the Top Stockholders in Shenzhen Mindray Bio-Medical Electronics Co., Ltd. (SZSE:300760), and the Recent 4.0% Drop Might Have Disappointed Them
Yang Yuanqing: Chinese enterprises need to establish themselves in the "China Manufacturing" base when going global.
SINA Technology reported on the evening of March 22 that the "2025 Hui Merchant Conference" was held in Hefei. Yang Yuanqing, President of the Hui Merchants Association and Chairman and CEO of LENOVO GROUP, stated that the real economy is where China's development advantages lie. Chinese enterprises must take root in the "China Manufacturing" base while going global, leading the development of "China Intelligent Manufacturing" through the development of new productive forces. Yang Yuanqing indicated that during this critical period when China's economy faces challenges and rides the waves, the Hui merchant group, as a backbone of Chinese enterprises, should shoulder the responsibilities and missions of the times, gather strength, strive to be pioneers, and support the high-quality development of Anhui and the Chinese economy. For this purpose,
Is Shenzhen Mindray Bio-Medical Electronics (SZSE:300760) Using Too Much Debt?
China Galaxy Securities: Deepseek is sparking a trend in AI Medical, which is expected to continuously enhance the valuation of the Medical Sector.
Medical is one of the most important and promising scenarios for AI applications, primarily centered on the resonance between AI large model inference capabilities and Medical Big Data. Industry pharmaceutical companies are rapidly deploying localized applications of deepseek, significantly enhancing the performance of specialized large models.
Guosen: Focus on AI + Medical, high-quality innovation, and value symbols with stable performance.
Guosen remains bullish on companies with differentiated innovation capabilities and overseas potential.