· second quarter CSI index earnings Fund rectification increased market shocks a quarter 86 only fund heavy warehouse 78 only new shares South two Fund absolute income rate difference near 17% large into its fund catch access with only heavy warehouse unit this year 10 large "mold" unit Fund stepped on in the 8 only Wang yawei rate team ambush Shanxi coal integration second quarter investment policy will hot registration in the cement unit a quarter also are private of favored. Star private James investment substantially overweight nests East shares in the first quarter and tongli cement (000885, unit), of which nest East bought 2.64 million shares shares, accounting for the company share capital in circulation 1.1%, nest East side shares of cement industry in Eastern China.
Agencies believe that cement has completed a large price stage, essential changes in the profit model of cement industry, control production and price increases in the future business strategy will help estate in East China cement industry entered a period of high profits. Since the Southwest since the drought last year, is on the national strategy of water conservancy and hydropower construction, the State will make up water conservancy construction debt, private water conservancy construction shares many concerns.
Two only private products in a quarter entered has Anhui water of Qian ten circulation unit shareholders, Anhui water in a quarter of gains over 33%; also three gorges water a quarter also has two only private entered Qian ten circulation unit shareholders list, the unit a quarter gains for 46%; but gains high also may raised private reduction, guangan love all is a quarter gains home Qian of water project construction stock, was has a private reduction 3.95 million unit. In the first quarter, private placement to increase its stake in chemical fiber plates are more obvious, in fact, early in the fourth quarter of last year, some private equity has layout of the plate. Star private Wudang Wudang 17 issues of asset management in the first quarter as Hubei yihua (000422, unit) top trading stock shareholders bought 4.27 million shares; giant shares, Cangzhou dahua, and Anhui Provinces of weigaoxin, South high fiber chemical fiber stocks that showed a private figure.
In fact, in the fourth quarter of last year, due to see a recovery in the chemical industry, the private has begun to layout of the plate, such as freshwater springs hold its three product groups appear in the first ten shares of the three friends Union chemical, and these three products are still in substantial holding in the first quarter of the unit. Private gambling restructuring concept, in the quarter to reduce stocks. Weiyuan biochemical, *ST new materials, such as the new value to reduce; ST, Suzaku to reduce long letters; *ST Chang, two private equity to reduce IX, common characteristics of these stocks were market rumours have been restructuring, but restructuring has not, equity sideways, so that this part of the private placement positions become invalid positions that do not increase performance.