The semi-annual reports of listed companies continue to be disclosed, revealing the adjustment paths of well-known fund managers

Recently, with the continuous disclosure of semi-annual reports by listed companies, the portfolio adjustments of several well-known fund managers such as Xie Zhiyu, Ge Lan, and Zhu Shaoxing have come to light. For example, the FuGuo TianHui Select Growth managed by Zhu Shaoxing became a new top ten circulating shareholder of HONGDA BLASTING at the end of the second quarter; the China Europe Medical Health managed by Ge Lan increased its holdings in several stocks including East China Pharmaceutical, Xinlitai, Nuocheng Jianhua, and Xinnuo Wei in the second quarter; the Xingquan Helun LOF managed by Xie Zhiyu became a new top ten circulating shareholder of JUNEYAOAIR at the end of the second quarter. Industry insiders have stated that the trend of fundamental improvement and value re-evaluation in the A-share market is clear for 2025, and the pattern of dividends being staged and quality technology taking the lead is expected to continue