Group 1 - The core viewpoint of the article indicates that the fund manager of QuanGuo Fund, Sun Wei, has made adjustments to the portfolio structure of the QuanGuo Consumption Opportunity Fund in the third quarter, slightly increasing equity positions and making minor adjustments to the holdings [1] - In terms of industry allocation, the fund increased its exposure to the beauty care, trendy toys, and gaming sectors while reducing allocations in industries closely related to overall performance [1] - In the high-end manufacturing sector, the fund increased its allocation to the lithium battery supply chain, anticipating positive changes in demand as the industry approaches a turning point [1] Group 2 - As of the end of the third quarter, the fund's stock investment in Hong Kong stocks accounted for 24.77% of the net asset value, showing little change from the previous quarter [2] - The top holdings include Tencent Holdings at 4.96% and Ningde Times at 4.92%, with new consumer brands like Bubble Mart at 3.01% and Mao Ge Ping at 2.86% also featured [2] - In the lithium battery supply chain, besides Ningde Times, Tian Ci Materials has entered the top ten holdings with a share of 2.20% [2]