The latest positions of brokerage fund management exposure: China Stock Market News among the top three long position stocks Wens Foodstuff Group Co.Ltd(300498) received the most positions

The latest positions of brokerage capital management exposure: China Stock Market News among the top three long position stocks Wens Foodstuff Group Co.Ltd(300498) was the most increased 】 data show that, as of August 8, in the second quarter of 2022, the large collection of public offering transformation products position ranking, Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China Stock Market News ranked in the top three holdings of market value; in terms of changes in the number of shares held, Wens Foodstuff Group Co.Ltd(300498) was strongly increased by the brokerage capital management, the number of shares held increased by 19.31 million shares compared to the first quarter.

The latest situation of the stock seat and position change of the large collection of brokerage capital management public offering transformation products surfaced!

Data show that, as of August 8, in the second quarter of 2022 large collection of public offering transformation products position ranking, Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China Stock Market News ranked in the top three holdings market value; in terms of changes in the number of shares held, Wens Foodstuff Group Co.Ltd(300498) was vigorously increased by the brokerage capital management, the number of shares held in the first quarter increased by 19.31 million shares.

China Stock Market News among the top three long positionsData show that, as of August 8, 2022 second quarter large collection of public offering transformation products held by the top ten shares of market value are Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China Stock Market News, Longi Green Energy, TCL Central, Chengtun Mining Group Co.Ltd(600711) , Geely Automobile, Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Pharmaron Beijing Co.Ltd(300759) , Ping An Bank Co.Ltd(000001) .

Compared with the first quarter brokerage management long position holdings, China Stock Market News ranking rose among the top three, Geely Automobile, Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) , Pharmaron Beijing Co.Ltd(300759) became the “new” top ten long positions.

Second quarter brokerage pooled wealth management position market value performance

Among the top ten long positions, China Stock Market News received the highest number of additional holdings. In the second quarter, China Stock Market News was held by 7 brokerage management of 13 public offering transformation products, of which ” Citic Securities Company Limited(600030) Zhen selective return two-year holding A” increased by 2.12 million shares in the second quarter, “Xingzhi Capital Management Shandong Gold Phoenix Co.Ltd(603586) leading edge One-year holding A” increased by 1.61 million shares, ” Citic Securities Company Limited(600030) Perfect Value Growth A” increased by 1.14 million shares.

In the market market, the top ten long positions in the second quarter share price performance is also relatively bright. Among them, Geely Automobile since the second quarter since the stock price continued to move higher, up more than 46% during the period; TCL Central, Longi Green Energy and other photovoltaic sector leaders in the second quarter rose more than 30%, China Stock Market News, Kweichow Moutai Co.Ltd(600519) also rose more than 20%.

Wens Foodstuff Group Co.Ltd(300498) Received the most capital management to increase positionsWhich stocks in the second quarter received a substantial increase in brokerage capital management? Data show that Wens Foodstuff Group Co.Ltd(300498) ranked first in the second quarter in terms of the number of new holdings of brokerage capital management, China Jushi Co.Ltd(600176) , Beyoncé services, Shandong Linglong Tyre Co.Ltd(601966) , Shenzhen Topband Co.Ltd(002139) , Wus Printed Circuit (Kunshan) Co.Ltd(002463) , B-Soft Co.Ltd(300451) were increased by the size of more than 10 million shares.

Among them, Wens Foodstuff Group Co.Ltd(300498) in the second quarter was held by eight managed public transformation products, only Citic Securities Company Limited(600030) there are five. Among them, ” Citic Securities Company Limited(600030) perfect return two-year hold A”, ” Citic Securities Company Limited(600030) perfect value growth A” are newly held, respectively, increased by 1.02 million shares, 5.11 million shares.

In addition, in the top ten shares of the number of holdings, China State Construction Engineering Corporation Limited(601668) received the most brokerage management companies to increase their holdings, five management companies under the six products a total of 928.89 million shares. Among them, ” Citic Securities Company Limited(600030) Bond Optimization One Year Holding A” and ” Huaan Securities Co.Ltd(600909) Huiyin Zengli One Year Holding A” both increased holdings of more than 3 million shares.

Second quarter capital management selected “invisible bull stocks”Up over 170%The second quarter A-share market ushered in a phase of rebound, in addition to the new energy industry chain-related stocks rose, many brokerage house management products also captured the “invisible bull stocks”.

Among them, “Guangfa Asset Management Balanced Select One-Year Holding A” long position in Comefly Outdoor Co.Ltd(603908) , the cumulative share price increase of more than 170% in the second quarter; ” Citic Securities Company Limited(600030) Xinyuan One-Year Holding Period A” and ” Founder Securities Co.Ltd(601901) Golden Harbor A” long position in Pylon Technologies Co.Ltd(688063) second quarter also rose more than 150%.

Guangfa investment manager Liu Shusheng said that the consumer industry still has more room for growth in the long term, in terms of sub-sectors, optimistic about the performance of the “national trend” related companies, especially the apparel industry. In addition, we are optimistic about the “outdoor sports” segment, which is still an emerging high-growth track in China and has huge room for long-term penetration rate improvement.

In addition, “Donghai Hai Rui Zhiyuan” long position in the Hengdian Group Dmegc Magnetics Co.Ltd(002056) , the second quarter share price rose nearly 100%. The product’s investment managers Zheng Jun and Xi Honghui said in the second quarter report, despite a short-term market rally, but the current A-share valuation level, both overall and the valuation level of high-quality leading companies, are below the historical median, so investors are advised to remain patient, hold on to value and harvest growth.

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