On July 21st, Public Offering of Fund's second quarterly report was basically disclosed, and the latest top ten Awkwardness stocks were released.

According to the data of Tiantougu, Kweichow Moutai, Contemporary Amperex Technology Co., Limited, Longji Lvneng, Wuliangye, LU ZHOU LAO JIAO CO.,LTD, WuXi PharmaTech, Shanxi Fenjiu, BYD, Huayou Cobalt and Yiwei Lithium can become the top ten awkward stocks in Public Offering of Fund at the end of the second quarter (the statistical caliber is 4,380 partial stock funds that actively invest in the second quarterly report).

Compared with the end of the first quarter, four of the top ten Awkwardness stocks in Public Offering of Fund changed at the end of the second quarter. Kweichow Moutai has replaced Contemporary Amperex Technology Co., Limited as the largest Awkwardness stock, but the new energy stocks have risen strongly as a whole, accounting for half of the top ten Awkwardness stocks.

Ten Awkwardness Stocks Released

Compared with the end of the first quarter, Mindray Medical, China Merchants Bank, Hikvision and Poly Development withdrew from the top ten awkward positions in Public Offering of Fund, while Shanxi Fenjiu, BYD, Huayou Cobalt and Yiwei Lithium Energy entered the top ten awkward positions.

Kweichow Moutai replaced Contemporary Amperex Technology Co., Limited as the largest heavyweight stock, with a total market value of 135.928 billion yuan held by partial stock funds actively invested. By the end of the second quarter, the total market value of partial stock funds actively invested in Contemporary Amperex Technology Co., Limited reached 111.953 billion yuan. The market value of Longji Green Energy, Wuliangye and LU ZHOU LAO JIAO CO.,LTD, which are actively invested in partial stock funds, all exceed 50 billion yuan.

Judging from the situation of Public Offering of Fund's holdings, Kweichow Moutai has been the most overweight, with the total market value of partial stock funds actively invested reaching 28.453 billion yuan. The number of funds holding Kweichow Moutai has also increased from 1,397 at the end of the first quarter to 1,629. Actively investing in partial stock funds increased the market value of Longji Green Energy by 23.438 billion yuan, and the market value of Wuliangye by 22.427 billion yuan. BYD and LU ZHOU LAO JIAO CO.,LTD were both overweight by over 15 billion yuan.

From the perspective of reduction, Hikvision has been reduced the most, and actively invested partial stock funds have reduced their market value by 15.847 billion yuan; WuXi PharmaTech followed closely, and its market value was reduced to 12.121 billion yuan; China Merchants Bank, Zhifei Bio, Boteng and Kailaiying were all reduced by over 8 billion yuan.

In the second quarter, Aier Ophthalmology, Tianqi Lithium, Tongwei, Dongfang Yuhong, Kanglong Huacheng and Zhaoyi Innovation entered the top 30 awkward positions, while Hikvision, Gloria Ying, Sunshine Power, Zhifei Bio, Midea Group and Northern Huachuang withdrew from the top 30 awkward positions.

The new energy sector as a whole rose strongly

Among the top ten stocks in Public Offering of Fund at the end of the second quarter, the new energy sector as a whole rose strongly. Contemporary Amperex Technology Co., Limited, Longji Green Energy, BYD, Huayou Cobalt and Yiwei Lithium Energy were five new energy stocks, accounting for half of the top ten stocks.

Compared with the fund manager's point of view in the second quarterly report, it can also be found that new energy has become Public Offering of Fund's 'good heart'.

For example, Wang Pei, the manager of China-Europe Fund Billion Fund, said that the structural market of A-shares is still very significant, and the new energy industry has obvious advantages over other industries in terms of both fundamentals and emotions, and it has rebounded considerably, while the innovation of automobile industry brought by intelligence has also become the focus of attention.

Take Contemporary Amperex Technology Co., Limited as an example. The second quarterly report shows that Yin Hua Xinyi, managed by Li Xiaoxing, significantly reduced its position in Contemporary Amperex Technology Co., Limited in the second quarter. At the end of the first quarter, Contemporary Amperex Technology Co., Limited was the largest awkward stock of Yin Hua Xinyi; At the end of the second quarter, Contemporary Amperex Technology Co., Limited withdrew from the top ten awkward positions of the fund.

Heng Yue Core Selection managed by Gao Nan, the equity investment director of Heng Yue Fund, also reduced its holdings of Contemporary Amperex Technology Co., Limited. Compared with the first quarterly report, the fund's top ten stocks changed by six, increasing its holdings of Deye and Jingao Technology, which are the leading stocks in energy storage and photovoltaic fields, and reducing its holdings of Contemporary Amperex Technology Co., Limited by about 261,800 shares. Contemporary Amperex Technology Co., Limited dropped from the first stock at the end of the first quarter to the seventh stock.

At the same time, Cui Xiaolong, a subsidiary of Qianhai Open Source Fund, continued to pay attention to the direction of new energy industry in the second quarter, and made efforts in photovoltaic and lithium batteries to represent the production and application of energy revolution. Take Qianhai Open Source New Economy, which he manages, as an example. Contemporary Amperex Technology Co., Limited has become the target of adding positions, and the number of positions added in the second quarter was about 383,700 shares.

Zhou Weiwen, a China-Europe fund, has obviously increased its position in Contemporary Amperex Technology Co., Limited. At the end of the second quarter, he managed the China-Europe New Blue Chip Flexible Allocation Mix, holding 998,700 shares of Contemporary Amperex Technology Co., Limited, which was the third largest Awkwardness, while at the end of the first quarter, Contemporary Amperex Technology Co., Limited had not yet entered the list of the top ten Awkwardness. At the end of the second quarter, CEIBS Times Pioneer, also managed by Zhou Weiwen, held 2,405,200 shares of Contemporary Amperex Technology Co., Limited, which was the largest heavyweight stock, with an increase of 797,600 shares compared with the end of the first quarter.