On July 21, the “unique foundation” managed by famous fund manager Zhu Shaoxing, Fuguo Tianhui Selected Growth revealed the 2026 Second Quarterly Report. It is worth noting that by the end of the second quarter, Zhongji Xuchuang and Zejing Pharmaceutical had entered the fund's top ten heavy-held stocks for the first time, becoming the sixth and seventh-largest heavy-held stocks. At the end of the second quarter, the market value of the fund's shares exceeded 700 million yuan and 500 million yuan respectively. Meanwhile, China Ping An and Binjiang Group once again entered the fund's top ten heavy stocks, while Xugong Machinery, Zijin Mining, Ruifeng New Materials, and Kweichow Moutai collectively withdrew from the fund's top ten heavy stocks. By the end of the first quarter of 2026, the fund had been heavily invested in Kweichow Moutai for 25 consecutive quarters. At that time, the fund held 280,000 shares of Kweichow Moutai, with a market value of over 400 million yuan. Furthermore, the fund continues to hold heavy positions in Bank of Ningbo, and the number of shares held remains the same as in the previous quarter. By the end of the second quarter of 2026, the fund had been heavily invested in Bank of Ningbo for 24 consecutive quarters, with a market value of 1,485 billion yuan. The fund also increased its holdings of Chunfeng Power and Guangzhou Steel gas, reduced its holdings of national porcelain materials by nearly 70%, and also reduced its holdings of Jerry shares and Ningde Era.
Zhitongcaijing · 2d ago
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On July 21, the “unique foundation” managed by famous fund manager Zhu Shaoxing, Fuguo Tianhui Selected Growth revealed the 2026 Second Quarterly Report. It is worth noting that by the end of the second quarter, Zhongji Xuchuang and Zejing Pharmaceutical had entered the fund's top ten heavy-held stocks for the first time, becoming the sixth and seventh-largest heavy-held stocks. At the end of the second quarter, the market value of the fund's shares exceeded 700 million yuan and 500 million yuan respectively. Meanwhile, China Ping An and Binjiang Group once again entered the fund's top ten heavy stocks, while Xugong Machinery, Zijin Mining, Ruifeng New Materials, and Kweichow Moutai collectively withdrew from the fund's top ten heavy stocks. By the end of the first quarter of 2026, the fund had been heavily invested in Kweichow Moutai for 25 consecutive quarters. At that time, the fund held 280,000 shares of Kweichow Moutai, with a market value of over 400 million yuan. Furthermore, the fund continues to hold heavy positions in Bank of Ningbo, and the number of shares held remains the same as in the previous quarter. By the end of the second quarter of 2026, the fund had been heavily invested in Bank of Ningbo for 24 consecutive quarters, with a market value of 1,485 billion yuan. The fund also increased its holdings of Chunfeng Power and Guangzhou Steel gas, reduced its holdings of national porcelain materials by nearly 70%, and also reduced its holdings of Jerry shares and Ningde Era.
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