腾讯控股成基金头号重仓股；公募一季度盈利榜单出炉丨天赐良基

Group 1: Company Leadership Changes - Hai Fu Tong Fund announced the resignation of Chairman Lu Ying and the appointment of Xie Lebin as the new Chairman, effective April 21 [1] - Xie Lebin has extensive experience in the financial sector, having held various senior positions at Guotai Junan Securities and other firms [1] - Under Lu Ying's leadership, Hai Fu Tong Fund's management scale grew from 158.4 billion to 181.96 billion, an increase of over 14% [1] Group 2: Fund Management Scale Rankings - The latest rankings of public fund companies show that the top ten by management scale include E Fund, Huaxia Fund, and GF Fund [2] - E Fund leads with a total management scale of 1.95 trillion, and a non-money market fund scale of 1.31 trillion as of the end of Q1 [2] Group 3: Fund Holdings and Performance - Tencent Holdings has become the top heavy stock among public funds, with a market value of 69.384 billion held by 1,186 funds as of Q1 [3] - Other significant holdings include Ningde Times and Guizhou Moutai, with market values of 55.369 billion and 37.862 billion respectively [3] - In Q1 2025, public funds achieved a total profit of 251.747 billion, with mixed and stock funds contributing significantly [4] Group 4: Fund Manager Insights - Zhang Kun emphasized the importance of focusing on companies with strong business models and competitive advantages, rather than macroeconomic concerns [6] - He noted that the stock returns should align with the companies' return on equity (ROE) levels over the long term [6] Group 5: Fund Manager Appointments - Rongtong Fund announced the appointment of Li Ruihong as a new fund manager for the Rongtong New Consumption Flexible Allocation Mixed Fund [7] - Li Ruihong has 15 years of experience in the securities industry, previously working at various research departments [7] Group 6: Market Performance - On April 23, the market showed mixed results, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index up 0.67% [8] - The total trading volume reached 1.23 trillion, an increase of 139.7 billion from the previous trading day [8] - Technology-related ETFs in the Hong Kong market saw significant gains, while gold stock ETFs experienced declines [9][10]