Group 1 - The core point of the news is the performance of Iole Home, which saw a stock price increase of 5.47% to 8.68 CNY per share, with a total market capitalization of 2.77 billion CNY [1] - Iole Home, established on June 19, 2006, and listed on June 16, 2017, specializes in the design, research and development, production, sales, and related services of custom furniture and overall kitchen cabinets, with revenue composition of 82.18% from custom furniture and 17.82% from kitchen cabinets [1] Group 2 - From the perspective of major circulating shareholders, the fund under China Europe Fund, specifically the China Europe Value Select Mixed A (166019), reduced its holdings by 1.3872 million shares in the second quarter, now holding 1.3607 million shares, which accounts for 0.43% of circulating shares [2] - The China Europe Value Select Mixed A fund, established on May 14, 2013, has a latest scale of 3.428 billion CNY, with a year-to-date return of 35.88% and a one-year return of 61.53% [2]

Core Insights - Shandong Gold has experienced a decline for five consecutive trading days, with a cumulative drop of -5.83% [1] - Shandong Gold Mining Co., Ltd. is a publicly listed company controlled by Shandong Gold Group, established in 2000 and listed on the Shanghai Stock Exchange in 2003, followed by a listing on the Hong Kong Stock Exchange in 2018 [1] - The company has expanded its capital market presence by also controlling Shanjin International Gold Co., Ltd., which is listed on the Shenzhen Stock Exchange [1] - In the second quarter of this year, China Europe Fund's China Europe Value Select Mixed A Fund entered the top ten shareholders of Shandong Gold, marking a new investment for the year [1] - The fund has achieved a year-to-date return of 16.26%, ranking 603 out of 2275 in its category [1] Fund Manager Profile - The fund manager of China Europe Value Select Mixed A is Yuan Weide, who has a master's degree and is a mid-generation fund manager at China Europe Fund [3][4] - Yuan Weide's research scope includes financial engineering, TMT (Technology, Media, and Telecommunications), new energy, technology, and consumer sectors [3][4] - He has a history of working as an industry researcher at Xinhua Fund Management Co., Ltd. from November 2011 to July 2015, and joined China Europe Fund in July 2015 [3][4]

Group 1 - Shandong Gold Mining Co., Ltd. experienced a stock price drop of 2.17% on July 3, 2023, and is primarily engaged in the non-ferrous metal mining and selection industry [1] - The company was established in 2000 and is located in Jinan, with a registered capital of 44,734.29525 million RMB [1] - Central European Fund's Central European Value Select Mixed A has entered the top ten shareholders of Shandong Gold, marking a new investment in the first quarter of this year, with a year-to-date return of 9.66% and a ranking of 469 out of 2301 in its category [1] Group 2 - Yuan Weide is the fund manager of Central European Value Select Mixed A, with a background in financial engineering, TMT, new energy, technology, and consumer sectors [3][4] - Yuan Weide has been with Central European Fund since July 2015 and has held various positions, including managing multiple funds since December 2016 [3][4] - The total assets under Yuan Weide's management amount to 10.267 billion RMB, with a return of 113.34% during his tenure [4]

Company Overview - Taihua New Materials Group Co., Ltd. was established in 2001 and has built three production bases in Jiaxing, Zhejiang, and Suzhou and Huai'an in Jiangsu, achieving a full industry chain development from recycling to weaving and dyeing [1] - The company specializes in the research and production of high-end functional nylon fabrics, including eco-friendly, outdoor sports, and special protective materials, and is recognized as a key high-tech enterprise under the National Torch Program [1] Stock Performance - Taihua New Materials has experienced a decline in stock price, with a cumulative drop of 8.21% over six consecutive trading days as of May 26 [1] - Three funds under China Europe Fund have entered the top ten shareholders of Taihua New Materials, with mixed actions in their holdings during the first quarter of this year [1] Fund Performance - China Europe Value Select Mixed A Fund reported a year-to-date return of 10.97%, ranking 174 out of 2141 in its category [1] - China Europe Emerging Value One-Year Holding Mixed A Fund achieved a year-to-date return of 10.86%, ranking 618 out of 4440 [1] - China Europe Quality Enterprise Mixed A Fund had a year-to-date return of -3.82%, ranking 3794 out of 4440 [1] Fund Managers - Yuan Weide, the manager of China Europe Value Select Mixed A Fund, has a background in financial engineering and has been with China Europe Fund since 2015, managing various funds [5][6] - Dai Yunfeng, the manager of China Europe Quality Enterprise Mixed A Fund, has experience in growth-style investment and has been with China Europe Fund since 2022 [7]

Core Viewpoint - Iolo Home has experienced a continuous decline for 8 trading days, with a cumulative drop of -20.89% [1] Group 1: Company Overview - Iolo Home was officially listed on the Shanghai Stock Exchange on June 16, 2017, with the stock code 603326 [1] - The company is currently facing significant stock price pressure, as indicated by the recent performance [1] Group 2: Shareholder Information - Zhongou Fund's Zhongou Value Smart Mixed A is among the top ten shareholders of Iolo Home, maintaining its position since the third quarter of last year [1] - The fund has achieved a year-to-date return of 7.08%, ranking 483 out of 2324 in its category [1] Group 3: Fund Manager Profile - The fund manager of Zhongou Value Smart Mixed A is Yuan Weide, who has a master's degree and extensive experience in various sectors including finance, TMT, new energy, technology, and consumer goods [3][4] - Yuan Weide has been with Zhongou Fund since July 2015 and has managed multiple funds, demonstrating a strong track record in the investment industry [3][4]