---
title: "Institutional Deployment: Structural Opportunities Become Market Consensus"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/248860062.md"
description: "Recently, A-share listed companies such as Shijia Photons, Orient Biotech, and Mabwell have disclosed the latest information on their top ten shareholders, and the repositioning actions of well-known fund managers have also come to light. At the same time, foreign institutions such as Barclays Bank, UBS, and JP Morgan Securities have frequently increased their holdings in A-shares. The market is expected to reach a critical moment in the second half of 2025, with decision-makers anticipated to strengthen technological self-reliance and boost consumption, while financial policies will remain accommodative. Some industries with improved performance expectations for the semi-annual reports are worth paying attention to"
datetime: "2025-07-16T22:42:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/248860062.md)
  - [en](https://longbridge.com/en/news/248860062.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/248860062.md)
---

# Institutional Deployment: Structural Opportunities Become Market Consensus

Recently, Shijia Photons, Orient Biotech, Mabwell, and several other A-share listed companies disclosed the latest information on their top ten shareholders due to repurchase and other matters. The portfolio adjustments of well-known fund managers such as Jin Zicai, Wan Minyuan, Jin Xiaofei, and Lu Bin have come to light. In addition, well-known foreign institutions such as Barclays Bank, UBS, and JP Morgan Securities have frequently increased their holdings in A-share listed companies recently. As 2025 has entered its second half, the market is reaching a critical time point. Industry insiders predict that, on one hand, decision-makers are expected to further strengthen the strategic orientation of technological self-reliance and consumption stimulation, while financial monetary policy will also remain accommodative; on the other hand, industries with significantly improved performance expectations in some semi-annual reports are worth focusing on

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