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The second-quarter public fund holdings data underscores a clear trend: Contemporary Amperex Technology Co. Limited (CATL) and Kweichow Moutai continue to be the top two most heavily weighted stocks. The primary allocation directions revolve around the manufacturing, information technology, and consumer industries. Funds have generally favored leading stocks, with an increased concentration of holdings, particularly in technology assets, which have seen a significant boost. This underscores a positive outlook towards technological innovation. Additionally, some funds with assets amounting to billions of yuan have made minor adjustments to their portfolios, maintaining a focus on manufacturing while moderately increasing allocations to resource-based industries. This reflects an overarching and unwavering long-term confidence in core assets.
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