Sou Hu Cai Jing·2025-09-06 23:32Group 1 - Major stock indices rebounded collectively after three days of adjustment, with most sectors showing gains [1] - The disclosure of mid-year reports from listed companies has clarified the investment strategies of prominent investors, leading to significant floating profits [1][3] - Zhao Jianping, known as a "perennial tree" among A-share investors, appeared in the top ten shareholders of ten A-share companies by the end of Q2, with three new heavy positions and seven ongoing ones [3] Group 2 - Zhao Jianping's total market value of holdings in ten A-share companies reached 861 million yuan by the end of Q2, which increased to 1.335 billion yuan by September 4, resulting in a floating profit of 474 million yuan [5] - The stock price of Dongxin Co., a new heavy position for Zhao Jianping, has doubled in just over a month, with a total increase of over 300% since April 8 [4][5] - Zhao Jianping's holdings in innovative drug and technology stocks have shown strong performance, with several stocks gaining over 50% during the same period [4][6] Group 3 - The innovative drug sector has been receiving positive news, with multiple Chinese pharmaceutical companies set to showcase their innovations at the World Lung Cancer Conference in September 2025 [9] - BlackRock increased its stake in Sanofi Pharmaceutical, while GIC acquired a significant stake in Base Pharmaceuticals, indicating growing interest in the innovative drug sector [9] - The technology sector, particularly in artificial intelligence and chips, has also seen a rebound, with Zhao Jianping increasing his holdings in several key stocks [11][12]