富达基金董事长变更；张坤最新持仓动向曝光

Group 1 - Fidelity Fund announced a change in leadership with Xiaoyi Helen Huang resigning as chairman on July 18, and Li Shaojie appointed as the new chairman [1] - Industrial Fund appointed Zhang Shunguo as the new supervisor on July 18, previously serving as vice president [2] - Central Huijin Asset increased its holdings in multiple broad-based ETFs, spending over 190 billion yuan in the second quarter [3] Group 2 - Liu Jian was appointed as the deputy general manager of Tongtai Fund, having previously served as an assistant general manager [4] - Zhang Kun's fund holdings revealed changes in the top ten stocks, with JD Health and SF Holding entering the list, and increased positions in several liquor stocks [5] Group 3 - The ETF market saw a strong performance with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year, led by sectors such as cement, construction machinery, and steel [6] - The construction materials ETFs experienced significant gains, with some ETFs rising over 10% [7] Group 4 - Current prices for most construction materials are at historically low levels, with national average prices for high-standard cement down 31 yuan per ton year-on-year and 17 yuan month-on-month [8] - The industry is expected to improve due to stable growth policies and a better competitive landscape, making construction material ETFs a potential investment opportunity [8]