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