Group 1 - The article highlights the recent investment activities of several prominent private equity firms in the A-share market, particularly focusing on consumer stocks and other sectors [1][4][11] - The investment by the Ge family in Kuaijishan marks a rare shift towards consumer stocks, as they have previously favored technology and growth sectors [2][3][4] - Kuaijishan's stock price saw a significant increase of 93.19% in Q2, rising from approximately 11 CNY per share to a peak of 26.39 CNY [4][6] Group 2 - Ge Weidong holds 4.97 million shares of Kuaijishan, valued at approximately 99 million CNY, while his sister holds 13.80 million shares valued at around 275 million CNY [2][3] - High Yi Asset's Feng Liu has entered the top ten shareholders of Taiji Group with 20 million shares, valued at 426 million CNY, while also increasing stakes in Longbai Group and Angel Yeast [8][9] - Taiji Group reported a significant decline in revenue and net profit for the first half of the year, with total revenue of 5.658 billion CNY, down 27.63%, and net profit of 139 million CNY, down 71.94% [9][10] Group 3 - Ningquan Asset, led by Yang Dong, has newly invested in Tianhao Energy, holding 14.56 million shares valued at 74 million CNY, and increased its position in Zhouming Technology [11][12] - Rui Jun Asset's Dong Chengfei has newly invested in Yangjie Technology and Rabbit Baby, with holdings valued at 133 million CNY and 59 million CNY respectively [11][13] - Renqiao Asset's Xia Junjie has increased holdings in New Classic and Su Keng Agricultural Development, with total shares valued at 44 million CNY and 140 million CNY respectively [11][14]

今年二季度，葛卫东家族首次买进消费股，新进黄酒名牌会稽山的流通股东名单；高毅资产冯柳新进太极集团，加仓龙佰集团、安琪酵母；杨东掌舵的宁 泉资产新进天壕能源，睿郡资产董承非新进扬杰科技、兔宝宝，仁桥资产夏俊杰加仓新经典、苏垦农发。 葛卫东家族新进会稽山 会稽山2025年半年报显示，截至二季度末，混沌投资董事长葛卫东以个人名义现身该股的股东名单，持有497.15万股，期末参考市值为9900万元，位列第 八大流通股东；同时他的妹妹葛贵莲也成为新晋股东，位列第四名，持有1380.20万股，期末参考市值为2.75亿元。 这是葛卫东罕见买进一只消费股，以往他偏爱布局半导体、新能源、通信等科技成长股。资料显示，会稽山主要从事黄酒的生产、销售和研发等业务，近 年来其积极展开"年轻化"品牌战略，推出"会稽山爽酒"，以首创的"气泡黄酒"概念进军新兴市场。 今年黄酒板块成为"新消费"热门赛道，受到资金关注。Wind数据显示，会稽山股价今年二季度从11元/股附近一路攀升至最高26.39元/股，随后出现较大调 整，二季度整体涨幅为93.19%。 从财务数据看，二季报显示，今年上半年会稽山实现营业收入8.17亿元，同比增长11.03%； ...

葛卫东家族新进会稽山 会稽山 2025年半年报显示，截至二季度末，混沌投资董事长葛卫东以个人名义现身该股的股 东名单，持有497.15万股，期末参考市值为9900万元，位列第八大流通股东；同时他的妹妹 葛贵莲也成为新晋股东，位列第四名，持有1380.20万股，期末参考市值为2.75亿元。 | | 会稽山 601579.SH 21.09 -5.97% 十大流通股东 | | | | | | --- | --- | --- | --- | --- | --- | | 2025 中报 | | | | | | | 序号 | 股东名称 | 持股数量(股) | 占流通A股比例(%) | 期末参考市值(亿元) 方向 ② | 持股数量变动(股) | | 1 | 中建信(浙江)创业投资有限公司 关联方(1) | 149.158,200 | 31.11 | 29.70 不变 | 0 | | 2 | 浙江中国轻纺城集团股份有限公司 关联方(1) | 102.000.000 | 21.27 | 20.31 不变 | 0 | | 3 | 绍兴市柯桥区小城镇建设投资有限公司 | 30.000.000 | 6.26 | 5.97 不变 | ...