New consumption, innovative drugs, optical modules, and PCB sectors saw increased holdings
In the second quarter of this year, sectors such as new consumption, innovative drugs, optical modules, and PCBS took turns to perform, with the support of active equity funds’ increased holdings. Many related high-performing stocks appeared in the top 50 list of active equity funds’ increased holdings.
Among them, in the optical module sector, Zhongji Xucun and Xinyisheng ranked first and second respectively on the list of active equity funds’ increased holdings in the second quarter.
The number of active equity funds heavily investing in Zhongji Xuchuang has soared from 61 at the end of the first quarter to 395 at the end of the second quarter of this year, an increase of more than five times. The number of shares heavily held by funds increased from 17.0578 million to 107 million, also growing by more than five times. The share price of Zhongji Xuchuang rose by 48.46% in the second quarter, and the market value of the heavily held shares by active equity funds soared from 1.683 billion yuan to 15.655 billion yuan.
The increase in holdings of Xinyisheng by active equity funds was also significant. As of the end of the second quarter, active equity funds heavily held 151 million shares of Xinyisheng. The number of active equity funds heavily holding this stock reached 460, increasing by 148.65% and 136.46% respectively compared with the end of the first quarter. Stimulated by the impressive operating data, Xinyisheng’s share price soared by 81.97% in the second quarter, and the market value heavily held by active equity funds increased from 6.253 billion yuan to 19.141 billion yuan.
Among the top ten list of active equity funds’ increased holdings, Shanghai Electric Co., Ltd. and Shenghong Technology in the PCB sector, Pop Mart in the new consumption sector, Innovent Biologics and Siasun Pharmaceutical in the innovative drug sector, SF Holding in the logistics sector, AVIC Shenyang Aircraft Industry in the military sector, and Haid Group in the agriculture, forestry, animal husbandry and fishery sector are all included.
