Sou Hu Cai Jing·2025-10-27 15:58Group 1 - The core point of the news is the performance and changes in the top holdings of the招商信用增强债券型基金, which reported a net value growth rate of 7.78% over the past year [1] - The fund's top ten holdings saw the addition of new stocks including 海康威视, 中国国航, 东方钽业, 佰维存储, 航亚科技, 华鲁恒升, and 漫步者 [1] - 盛达资源 became the fund's largest holding with an increase of 137.4 million shares, while several stocks like 赛轮轮胎 and 国联股份 exited the top ten holdings [1] Group 2 - The detailed data of the top holdings includes the number of shares held and their market value, with 海康威视 holding 199.49 thousand shares valued at 0.63 billion, and 盛达资源 holding 277.37 thousand shares valued at 0.73 billion [1] - The fund's strategy reflects a significant increase in positions for stocks like 盛达资源 and 卫星化学, with increases of 98.16% and 103.52% respectively [1] - The report indicates a shift in investment focus, as several previous top holdings have been removed from the list, suggesting a reallocation of assets [1]