In the second quarter report released by Qu Yang, a fund manager of Qianhai Kaiyuan fund, on July 21, the proportion of Hong Kong stock holdings increased significantly, and Tencent
holdings, Yaoming bio, meituan-w, etc. were increased. Taking Qianhai Kaiyuan, Shanghai, Hong Kong and Shenzhen advantage selection as an example, although its scale decreased by 1.304 billion yuan in the second quarter, its stock position reached 92.98%, an increase of 22.05 percentage points compared with 70.93% at the end of the first quarter. In terms of position, Tencent holdings was promoted to the largest position stock of the fund at the end of the second quarter, and the number of shares held increased to 3.5 million from 3.318 million at the end of the first quarter; Ningde times also rose from the tenth largest heavy position stock at the end of the first quarter to the second largest heavy position stock, and China Zhongmian was also increased by the fund; Guizhou Maotai, country garden services, Wuliangye
and Jinshan software all reduced their holdings to varying degrees. In addition, at the end of the second quarter, Yaoming bio, Yiwei lithium energy, BYD
shares (and BYD A shares) were among the top 10 heavyweight stocks of the fund; Changchun hi tech, Yingke medical and galaxy entertainment dropped out of the top ten heavy stocks.