Yinhua Fund’s Li Xiaoxing undertook significant portfolio adjustments in the second quarter, with new favorites heavily concentrated in the technology sector.

In the second quarter of 2026, Li Xiaoxing, a prominent fund manager at Yinhua Fund Management, made sweeping adjustments to his portfolio holdings.

Zhitong FinanceJul 22 07:35

Dragon & Tiger List | Dongshan Precision hits the daily trading limit down, while Shenzhen-Hong Kong Stock Connect buys the dip with RMB 648 million! Over RMB 8 billion in funds flee Demingli.

The top three stocks by net purchases on the day were Dongshan Precision, Jiuan Medical, and Accelink Technologies.

Gelonghui FinanceJul 20 17:52

A-Share Market Close: Shanghai Composite up 0.85%, with oil & gas and power sectors leading gains, while AI hardware stocks saw significant pullback

The three major A-share indices fluctuated throughout the trading day. As of the market close, the Shanghai Composite Index rose 0.85% to 3,796.28 points, the Shenzhen Component Index fell 0.71%, the ChiNext Price Index gained 0.42%, the BESE 50 Index declined 2.9%, and the STAR 50 Index edged up 0.19%. Combined trading volume across the three markets reached RMB 2.7181 trillion, an increase of RMB 46.5 billion from the previous day, with more than 3,700 stocks declining across the market. In sector performance, power stocks surged amid record-breaking electricity demand driven by high temperatures in July, with multiple companies—including Huayin Electric Power and Huaneng Liaoning Energy—hitting their daily trading limits. Kweichow Moutai announced a price hike, prompting a collective rebound in liquor stocks; Gujing Gongjiu surged by its daily limit, and Kweichow Moutai rose nearly 6%. Meanwhile, the Strait of Hormuz closed again, pushing Brent crude oil prices...

Gelonghui FinanceJul 20 15:10

GF Securities: Implementation of excise tax policy adjustments benefits leading enterprises and new battery technologies.

With the peak season of 26H2 approaching, leading battery manufacturers offer a valuation margin of safety and are driving technological innovation across the supply chain; we remain positive on the continued recovery in profitability of midstream materials, supported by AI-driven demand for HVLP copper foil.

Zhitong FinanceJul 20 10:52

Soochow Securities: Strong lithium battery demand and improving profitability drive both volume and earnings growth in the lithium carbonate sector.

Global energy storage demand will reach 2,844 GWh in 2026, an increase of 37%, and is expected to maintain 27% growth in 2027, reaching 3,611 GWh.

Zhitong FinanceJul 15 10:54

Interim reports surge, triggering a strong collective rebound in the PCB sector!

Surged by more than tenfold at its peak

Gelonghui FinanceJul 14 14:38