Luxshare
2025.04.30
2025.04.26
2025.04.23
03:58
The latest disclosed public fund's first quarter report for 2025 shows that in the volatile market in the first quarter of this year, the fund strongly embraced technology and innovation. Tencent became the fund's top holding for the first time, CATL took second place, and Kweichow Moutai was the third largest holding. Among the top 50 holdings of the fund, there are as many as 12 companies in the information technology industry among A-share companies alone, including North China Huachuang, Haiguang Information, SMIC, GigaDevice, Cambrian, Shengbang Shares, etc. in the semiconductor field, as well as Luxshare Precision, the leading stock in the Apple industry chain, and Shenghong Technology, the leading PCB company. In the first quarter of this year, the fund increased its layout of Hong Kong stocks. Among the top 50 holdings of the fund, there are 8 Hong Kong-listed companies, namely Tencent Holdings, Alibaba-W, Xiaomi Group-W, Meituan-W, China Mobile, China National Offshore Oil Corporation, Pop Mart and SMIC. What has attracted much attention is that Tencent has become the top holding of public funds for the first time. Data shows that by the end of the first quarter, a total of 1,186 funds held Tencent Holdings, with a holding value of 69.384 billion yuan; 1,267 funds held CATL, with a total holding value of 55.369 billion yuan; the market value of Kweichow Moutai held by funds was 37.862 billion yuan. The next funds with the largest holdings are Alibaba-W, Midea Group, Luxshare Precision, BYD, etc.
2025.04.18
2025.04.16
2025.04.15
16:07
According to the website of the Anhui Provincial Development and Reform Commission, in order to accurately analyze and judge the current economic situation and timely grasp the new situations and new problems in economic operation, on April 11, Guo Hao, member of the Party Leadership Group and deputy director of the Provincial Development and Reform Commission, presided over the first quarter economic situation analysis and private enterprise symposium. Private enterprises such as Sungrow Power Supply, Guoxuan High-tech, Hefei Valin, Avaya, Chujiang Technology, Muchen International, Betima Baby Car, and Luxshare Precision participated. At the meeting, Comrade Guo Hao and entrepreneurs had in-depth exchanges on the production and operation situation in the first quarter, the difficulties and problems in the current production and operation process, and the impact of additional tariffs on the production and operation of enterprises. The participants of this symposium included both large enterprises and small and medium-sized enterprises, both traditional industries and emerging industries, which were very representative. Through communication and exchanges with entrepreneurs, it is helpful to further grasp the current economic situation and provide policy formulation assistance. The Provincial Development and Reform Commission will maintain close contact with relevant enterprises, further broaden the communication channels with private enterprises, and promptly convey relevant national policies to create a good environment for private enterprises. The meeting emphasized the need to strengthen confidence. From a domestic perspective, my country has the world's largest domestic market, the most complete industrial chain and supply chain, and the best scientific and technological innovation capabilities; from an international perspective, the "Belt and Road" initiative has further expanded space for countries along the route in the field of trade cooperation. Entrepreneurs must strengthen their confidence, maintain their determination, and actively explore new channels. The future prospects of private enterprises are broad and there is much to be done.
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