百亿元私募持仓揭晓：龙佰集团、安琪酵母获高毅增持 睿郡资产大举建仓兔宝宝

Group 1 - The A-share market continues to exhibit structural trends, with significant adjustments in holdings by large private equity firms attracting market attention [1] - High Yi Asset remains a leader in the private equity sector, with a total holding value of 9.37 billion yuan in Hikvision, despite a reduction of approximately 1.37 billion yuan in this position [2] - Dragon White Group and Angel Yeast have been notably increased in holdings, with Dragon White Group's market value rising to 1.43 billion yuan and Angel Yeast reaching 1.23 billion yuan [3][4] Group 2 - Other private equity firms, such as Tongyi Investment and Xuan Yuan, have also made flexible adjustments, with Tongyi increasing its stake in Xianggang Technology despite a market value decline [5] - The trend among private equity firms shows a shift from high valuation and speculative stocks to those with stable performance and reasonable valuations, focusing on sectors like high-end manufacturing and new energy [8] - The overall strategy indicates a preference for industry leaders with strong market competitiveness and stable earnings, suitable for long-term investment [7][8]