天天基金网·2025-06-11 05:09Core Viewpoint - Recent disclosures from several listed companies, including Northern Long Dragon, Goodway, Maipu Medical, and Nengke Technology, reveal significant changes in their top ten shareholders, indicating notable adjustments by well-known fund managers [2][3][4][5]. Group 1: Fund Manager Adjustments - Northern Long Dragon's announcement on June 10 shows that as of May 23, fund manager Li Wenbin's managed funds, Yongying Ruijian and Yongying Technology Driven, increased their holdings in the company compared to the end of Q1 [3]. - Goodway's June 7 announcement indicates that as of June 3, fund manager Zheng Chengran's fund, Guangfa High-end Manufacturing, significantly increased its holdings to 6.1976 million shares, while HSBC Jintrust Low Carbon Pioneer maintained its position [4]. - Maipu Medical's June 6 announcement reveals that as of May 21, fund manager Ge Lan's fund, China Europe Medical Health, appeared in the top ten shareholders with 2.4396 million shares, suggesting a substantial increase in holdings this year [3]. - Nengke Technology's May 31 announcement shows that as of May 27, several funds, including Huaxia Industry Prosperity and Jiao Yin Schroder Advanced Manufacturing, entered the top ten shareholders, with no change in Huaxia's holdings [4]. Group 2: Market Valuation and Trends - According to Fortune Fund, the market is currently at a valuation level near the central point since 2010, with potential for further valuation recovery as policies take effect and economic resilience is demonstrated [6]. - The recent activity in the innovative drug sector, supported by significant orders from several companies, indicates a positive trend, with domestic innovative drugs showing unexpected progress under policy support [7][8]. - Wan Jia Fund's manager predicts a market characterized by oscillation between upper resistance and lower support, with an increased risk appetite and potential for structural opportunities [8].