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· good regrets has Fund yuze · fengji logic Investment Bank unit fund management fee or by performance received enhanced means base performance than pure means base electric branch homes break Wang yawei high playing new into mystery Guangzhou country light will increased lifted Bo Shi Fund floating losses Fund increased distribution food and wholesale retail private continuous five months run lost market national day Xin months site revealing three quarter layout opportunity manufacturing too large, has company seize has opportunities, but in first quarter of market in the, more important of is, have avoid fell, such as with for large manufacturing range of large consumption unit.
Large into Fund substantially gallon Chongqing beer (600,132, unit 's) harvest feng, heavy distribution medicine drag performance according to wind data, a quarter late large into fund its the Fund total holds manufacturing stock market up 4.788 billion yuan, accounted for total net than reached 53.57%, accounted for stock investment NET than up 66.39%, substantially over stock market standard industry configuration proportion 35.38%, Qian ten heavy warehouse unit in the has eight only manufacturing stock. Into the distribution of manufacturing stocks, overall market growth rate of-2.6% in the first quarter, overall did not bring profit. The reason, below the manufacturing industry, many stocks there differentiation trend.
High-end equipment manufacturing had brought great profits, however, the food and beverage, bio-medical aspects of configuration, has weighed on the great overall performance in the first quarter. Chongqing beer into net funds in the market value of single shareholding ratio to 7.48%, for the first warehouse unit, 24.31% per cent in the first quarter. But then two stocks hisun pharmaceutical industry (600,267, unit) and wuliangye (000858, unit), rendered in the first quarter decreased trend.
Dacheng Fund silo yunnanbaiyao (000538, unit), the sea is drug industry, Dong-e e-Jiao (000423, unit), ConMed pharmacy (600,518, unit) has not been spared, all fell.
Large manufacturing of range in the, 31 heavy workers (600,031, unit 's), and China glass fiber (600,176, unit 's), and three residential photoelectric (600,703, unit 's), and Li Pearl Group (000513, unit 's), and double meeting development (000895, unit 's), and Luzhou old cellar (000568, unit 's), and ConMed drug industry, and Qingdao Haier (600,690, unit 's), are is large into Fund first quarter substantially gallon of company. With 31 heavy industry as an example, Dacheng Fund owned a total of six products hold 31 heavy industry, a quarter of the total gallon 31 heavy industry 30.5752 million shares of the Fund, together with the original stake, a quarter Dacheng Fund together held 31 heavy industries up to 46.0679 million shares. 31 per cent in the first quarter reached 29.16%. China glass fiber 25.24% per cent in the first quarter.
But another gallon company, three 4.27% on photoelectric fell in the first quarter, lizhu group decreased by 15.84% in the first quarter, and double sink development business in the first quarter dropped 10.41% before. Guangfa, Yinhua manufacturing configuration active, get positive return guangfa Fund under this year, in addition to GF domestic demand, other stocks and shares-all negative income of the Fund.
GF GF poly of its largest Fund Feng (270,005, Fund) first quarter returns-1.29%. Guangfa Fund held its funds total stock market value of the manufacturing sector amounted 4.462 billion yuan, total net worth reached 47.39%, 55.4% than the net value of stock investments, standard industry allocation of 35.38% in the stock market.
GF reassortant manufacturing stocks, overall market growth rate of 1.29% in the first quarter, overall, guangfa fund performance under manufacturing configuration continues to play a role in thickening. Bcc in the manufacturing sector to fund the most food and beverage industry of moutai (600,519, unit), also to guangfa Fund total fourth largest stocks. A quarter guangfa fund a total of moutai (600,519, unit) 10 million units, than the reduction of the 1 million shares at the end of last year, Guizhou maotai down 2.21% in the first quarter. Other heavy manufacturing industries stocks such as Salt Lake stake (000792, unit), Luzhou old cellar, yanghe shares (002304 shares) also fell in the first quarter trends.
Machinery industry of rising stocks including constant group (600,252, unit), up 13.62%, Faw car (000800, share), up 4.36%, jianghuai automobile (600,418, unit), up 23.33%. YINHUA its funds together hold shares in manufacturing of 3.207 billion yuan, total net worth of 43.53%, 57.65% than the net value of stock investments. YINHUA reassortant manufacturing stocks, in first-quarter growth rate in the market value of 0.91%. YINHUA for Shanghai auto industry of its first warehouse unit (600,104, unit), received $ 25.68% per cent in the first quarter, the second stocks midea electric appliances (000527, unit), also rose in the period 7.7%, while YINHUA also holds more Faw car, stepped on a rising rhythm.
But sanan photoelectric, wuliangye, Guizhou maotai poorly YINHUA also holds stock in the first quarter, fortunately shrink in the first quarter silver China holding not much more in consumer industries. International cartridge onPoint against accurate, dragged down by high valuations configuration, Castrol consumption lower performance with large international on its funds together hold shares in manufacturing of 1.525 billion yuan, total net worth reached 50.07%, 60.37% than the net value of stock investments, and standard industry allocation of 35.38% in the stock market.
International distribution on manufacturing stocks, in first-quarter growth rate in the market value of-17.64%. Early international policy reports on 2011 market likely to continue upward shocks, recommended core + satellite industries of configuration. Core configurations are upgraded to promote emerging industries as well as the reform of income distribution and consumption of consumer industries, such as medicine, retail trade, tourism and brand consumption.
Upstream industries of satellite assets, including underestimating the value or valuation of cyclical industry repair opportunities and benefit from opportunities under the positive fiscal policy. International on the first of the great stocks for manufacturing industry of Shanghai jahwa (600,315, unit), in the first quarter of the whole is in a suspended state. Second largest stocks gree electric appliances (000651, unit) rose 24.99% in the second quarter, but the third-largest stocks kangmei pharmaceutical industry trend of decreased rendering, subsequently rising to stocks or in the manufacturing industry include a Jing Gong technology of 35.98% (002006, unit), rose 7.7% of midea electric appliances and so on.
Follow international on the stocks in manufacturing to warehouse stock selection or is more accurate, but because of the core configuration is still in its early policies including consumer industries, on the whole, international on the distribution industry is still in the market value in the first quarter declined by.
As of May 12, owned by harvest fund investing in a stock market: stocks and shares-active funds, return all gaofu. According to a quarterly publication of data, owned by harvest Fund funds together hold shares in manufacturing of 4.912 billion yuan, total net worth reached 39.8%, 51.93% than the net value of stock investments, and standard industry allocation of 35.38% in the stock market.
And harvest of reassortant manufacturing stocks, in first-quarter growth rate in the market value of-12.14%. View its in manufacturing within of second level industry configuration, except gree electrical outside, row in forefront of to food beverage, and biological medicine, large consumption concept unit mostly, such as Queen shares (600,887, unit 's), and ConMed drug industry, and Shanghai home of, and Guizhou maotai, and people Fu drug industry, and river Chinese medicine industry (600,750, unit 's), and Dong-e e-Donkey-hide gelatin,, in first quarter most shares encounter shrink, so Ka real overall configuration of manufacturing eventually quarter growth for-12.14%.
