Xin Lang Cai Jing·2025-10-22 22:36Core Insights - Recent quarterly reports from listed companies reveal significant portfolio adjustments by well-known private equity firms, including Gao Yi Asset, Rui Jun Asset, and Ju Ming Investment [1] - Notable private equity figure Deng Xiaofeng has seen substantial gains from his heavy investment in Zijin Mining during the third quarter [1] - Feng Liu has significantly reduced his holdings in Hikvision, a previously favored stock [1] - Private equity firms are actively adjusting their positions and realizing profits while seeking new investment themes in sectors with higher economic prospects and certainty [1] - Looking ahead, institutions indicate that the recovery of more companies' performance will provide greater opportunities for fundamental stock selection, continuing to explore structural opportunities [1]