Group 1 - The core viewpoint of the news is that Yongyi Co., Ltd. (603600.SH) has reported an increase in institutional ownership, with a total of 1.73 billion shares held by seven institutional investors, representing 52.19% of the total share capital as of August 25, 2025 [1] - The institutional ownership has increased by 0.07 percentage points compared to the previous quarter, indicating a growing confidence among institutional investors [1] - Among public funds, there was a slight increase in holdings from one public fund, namely the Dacheng Competitive Advantage Mixed A, while three public funds were not disclosed in this period [1] Group 2 - One social security fund, the National Social Security Fund 502 Portfolio, was not disclosed in the current period compared to the previous quarter [2]

Core Insights - A well-known public quantitative fund manager, Sheng Fengyan, has opened a personal investment account on the Ant Wealth platform, with a total investment exceeding 510,000 yuan and a cumulative profit of over 120,000 yuan [1][2][3] - The trend of fund managers sharing their real-time investment performance is increasing, with many managers showcasing their portfolios and strategies to enhance investor confidence and provide operational references [5][8] Summary by Category Fund Manager Performance - Sheng Fengyan's portfolio includes West China Li De Central Enterprise Preferred Stock A, West China Li De Multi-Strategy Preferred Flexible Allocation Mixed A, and West China Li De Quantitative Growth Mixed A, with total holdings exceeding 510,000 yuan and profits over 120,000 yuan [2][3] - Other notable fund managers, such as Yao Jiahong and Ma Fang from Guojin Fund, have also reported significant real-time investments, with total amounts of over 4.24 million yuan and 2.03 million yuan, respectively, and cumulative profits of over 1.23 million yuan and 660,000 yuan [5][7] Investment Strategies - Sheng Fengyan advocates for a long-term investment approach and profit-taking strategy, emphasizing asset rebalancing to manage risk and avoid over-concentration in any asset class [4] - The principle of rebalancing involves adjusting the proportions of different asset classes in a portfolio based on market fluctuations, which helps maintain a balanced risk profile [4] Market Trends - The recent market recovery has led to an increase in fund managers sharing their real-time performance, with a notable rise in the number of managers participating in this trend [8] - The shift towards transparency and interaction with investors is particularly evident among newer fund managers, who are focusing on building trust and providing insights into their investment processes [8]

Core Viewpoint - The article discusses the recent trend of well-known public quantitative fund managers, such as Sheng Fengyan, publicly sharing their real investment performance, which enhances investor confidence and provides operational references for rational investment decisions [2][4]. Group 1: Fund Manager Performance - Sheng Fengyan opened a personal investment account on Ant Wealth with a total amount exceeding 510,000 yuan and has achieved a cumulative profit of over 120,000 yuan [4]. - His holdings include West China Li De Central Enterprise Preferred Stock A, West China Li De Multi-Strategy Preferred Flexible Allocation Mixed A, and West China Li De Quantitative Growth Mixed A, with the latter showing a holding return rate exceeding 34% [4][6]. - Other notable fund managers, such as Yao Jiahong and Ma Fang from Guojin Fund, have also reported significant real investment amounts and profits, with total amounts of over 4.24 million yuan and 2.03 million yuan, respectively, and cumulative profits exceeding 1.23 million yuan and 660,000 yuan [9][12]. Group 2: Investment Strategies - Sheng Fengyan advocates for a rebalancing strategy, which involves adjusting asset allocations when market fluctuations cause deviations from target ratios, thereby controlling risk and maintaining a diversified portfolio [7]. - This strategy helps investors avoid over-concentration in any single asset class and encourages rational decision-making, reducing the influence of short-term market volatility [7]. Group 3: Industry Trends - The trend of fund managers publicly sharing their real investment performance is increasing, with many managers from various fund types, including QDII and fixed income, joining this practice [13]. - The rise in the number of fund managers showcasing their real investments reflects a growing emphasis on transparency and interaction with investors, particularly among younger and newer fund managers [13].

Group 1 - The core viewpoint of the article highlights the personal investment actions of Sheng Fengyan, a well-known quantitative fund manager at Western Leading Fund, who opened a personal investment account on the Ant Wealth platform and emphasized the importance of asset rebalancing strategies [1] - Sheng Fengyan's current holdings include Western Leading Central Enterprise Preferred Stock A, Western Leading Multi-Strategy Preferred Flexible Allocation Mixed A, and Western Leading Quantitative Growth Mixed A, with a total scale of approximately 500,000 yuan [1] - As of August 19, the returns from Sheng Fengyan's holdings in Western Leading Quantitative Growth Mixed A and Western Leading Central Enterprise Preferred Stock A exceeded 20,000 yuan, with the return rate of Western Leading Quantitative Growth Mixed A surpassing 32% [1] Group 2 - Sheng Fengyan discussed the principle of the rebalancing strategy, which involves adjusting the asset allocation in a portfolio when market fluctuations cause deviations from target proportions [1] - The strategy aims to control risk by selling high-proportion assets (e.g., stocks) and buying low-proportion assets (e.g., bonds) to restore the initial asset allocation [1] - This approach helps investors maintain rationality and avoid being swayed by short-term market fluctuations [1]

Group 1 - The core viewpoint of the news is that as of April 25, 2025, a total of 37 institutional investors hold shares in 泰慕士 (Taimushi), with a combined holding of 58.12 million shares, representing 53.12% of the total share capital [1] - The top ten institutional investors collectively hold 53.04% of the shares, which is a decrease of 0.39 percentage points compared to the previous quarter [1] - The newly disclosed public funds in this period total 30, including notable funds such as 诺安多策略混合A and 富国中证体育产业指数A [2] Group 2 - There is one new foreign institutional investor disclosed in this period, which is 招商证券国际有限公司-客户资金 [3]

Group 1 - The core viewpoint of the news is that TuoJing Life (300642.SZ) has disclosed its annual report for 2024, revealing significant changes in institutional and foreign investment holdings [1] - As of April 19, 2025, a total of 42 institutional investors hold shares in TuoJing Life, with a combined holding of 36.8578 million shares, accounting for 22.61% of the total share capital [1] - The top ten institutional investors collectively hold 22.38% of the shares, which represents a decrease of 5.93 percentage points compared to the previous quarter [1] Group 2 - In terms of public funds, 36 new public funds have been disclosed this period compared to the previous quarter, including several notable funds such as the Medical Device ETF and the West China Quantitative Growth Mixed A [1] - Regarding foreign investment, only one foreign fund, UBS AG, has reduced its holdings, with a decrease of 0.31% [2] - Several foreign institutions, including MERRILL LYNCH INTERNATIONAL and Goldman Sachs, have not disclosed their holdings this period [2]

Group 1 - The core viewpoint of the news is that Dailong (002209.SZ) has reported its annual results for 2024, highlighting the current institutional investor holdings and changes in share ownership [1] - As of April 9, 2025, a total of 15 institutional investors disclosed holdings in Dailong A-shares, with a combined holding of 26.7169 million shares, representing 13.42% of the total share capital [1] - The top ten institutional investors collectively hold 13.41% of the shares, with a decrease of 0.88 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Yimin Quality Upgrade Mixed A, reported a slight decrease in holdings compared to the previous quarter [2] - A total of 11 new public funds were disclosed this period, including several funds from招商 and西部利得 [2] - One foreign institution, J.P. Morgan Securities PLC- proprietary funds, was not disclosed in this period compared to the previous quarter [2]