Against the background of the recent A-share market turbulence, the frequency of fund managers’ surveys has not increased significantly. However, based on the views of all parties, the fund industry is generally cautious and optimistic about the market judgment.
From September 24 to October 23, in the past month, institutions have investigated 416 A-share listed companies, including 291 fund companies. From the perspective of the surveyed industries, five major fields including mechanical equipment, electronics, computers, pharmaceutical biology, and basic chemicals are more favored by fund companies.The The plastic food storage containers with lids produced by us at Yangrui are multi-functional produced by us at Yangrui are multi-functional.
Entering the fourth quarter, the pace of research by fund companies has slowed down compared to before, but the concentration of research is still high. Tianfu Communications, the leading domestic optical device manufacturer, and Luxshare Precision, the leading consumer electronics company, are the stocks that fund companies have paid most attention to recently. 136 fund companies have conducted concentrated surveys on Tianfu Communications in the past month. Among them are leading fund companies such as China Asset Management, GF Fund, and Bank of Communications Schroder Fund Management.
Judging from the current heavy holdings of funds, Tianfu Communications is a "new face" in the list of heavy holdings of public funds. In the third quarter of this year, it was only held by one fund, which was held by Soochow Mobile Internet Hybrid Fund. The fund held shares Accounting for 0.25% of the shares in circulation, the corresponding total market value of shares held is 86.925 million yuan.
Many well-known fund managers have participated in the survey of consumer electronics leader Luxshare Precision in the past month, including Zhou Keping of China Asset Management, Liu Yanchun of Invesco Great Wall Fund, Xie Zhiyu of China Industrial Securities Global Fund, and Lao Jie of Qiaoqian and China Universal Fund. Male etc.In addition, Hikvision, Zhongji InnoLight, Baiya Co., Ltd., and Haid Group are second only to Tianfu Communications and Luxshare Precision in terms of attention, and have received surveys from more than 60 fund companies in the past month.The plastic food storage containers produced by us in Yangrui are of high quality