最新！公募前十大重仓股出炉！港股数量明显增加

Core Viewpoint - The article highlights the latest changes in the top ten holdings of public funds, indicating a significant increase in Hong Kong-listed companies within the core positions of public funds, particularly with the inclusion of Xiaomi Group and Neway Technology in the second quarter [2][3]. Group 1: Top Holdings Overview - As of the end of Q2, the top ten holdings of public funds include Tencent Holdings, CATL, Kweichow Moutai, Midea Group, Zijin Mining, Xiaomi Group-W, Luxshare Precision, Alibaba-W, Neway Technology, and SMIC (HK) [2]. - Tencent Holdings has a total market value held by public funds of approximately 59.2 billion, with 1,039 fund products holding it. CATL follows with a market value of 52.1 billion and 1,150 funds [2]. Group 2: Changes in Holdings - Xiaomi Group and Neway Technology entered the top ten holdings, while BYD and Wuliangye exited. BYD was the most significantly reduced stock by public funds in Q2 [3]. - The white liquor industry saw the largest reductions among sectors, with three white liquor stocks in the top ten most reduced stocks by public funds [3]. Group 3: New Additions and Performance - The top three newly added stocks by public funds in Q2 were Shuyou Shen, Sifang Jingchuang, and Youfang Technology, with respective price increases of 419.94%, 228.21%, and 86.64% [3][4]. - The surge in stock prices for these new additions was supported by significant institutional buying, although some funds did not see a corresponding increase in net value due to not purchasing at lower prices [4]. Group 4: Fund Managers' Insights - Fund managers emphasized the core drivers of stock selection, highlighting advancements in China's AI industry, high-end manufacturing, and consumer trends shifting towards high-value and emotionally connected brands [5]. - The pharmaceutical innovation sector is experiencing a boost, with several large innovative drug companies announcing profitability, significantly enhancing market confidence in this sector [5]. - The technology and internet sectors are closely linked to new consumption trends driven by younger demographics, with significant growth potential emerging from the integration of AI into new consumer segments [6].