The Fund Began To "Turn Around".

In the two quarter of 2011, the allocation ratio of the fund in textile and garment fur industry finally rebounded. WIND data show that the end of the two quarter of this year, the fund holds 0.66% of the market value of textile and apparel market value, 0.06 percentage points higher than the end of the first quarter. According to statistics, the fund has put 25 textile stocks into the roster, which has increased by 10.

However, compared with the standard industry allocation ratio, the market value of the fund on textile and garment sector is still not up to standard, and the low allocation ratio is 0.22%. Fortunately, the low allocation ratio of the fund narrowed by 0.06% compared with the end of the first quarter.

It can be a blessing for most listed companies to be able to meet the needs of such professional institutional investors. Data show that the two quarter of the new textile heavyweight shares include Huamao shares, fuanna, Meng Jie home textiles, Hinur, Busen shares, the shares of Sha Sha, Dayang creation, nine Mu Wang, Lukang science and technology and China group. In addition, the birds of prey, the state of America, the Rebecca, the Saturday, the Huafu color spinning, the Pathfinder, and the Luo Lai. Home textiles Jiangsu three friends and 9 special stocks have been raised to different degrees.

On the contrary, the fund reduced 6 stocks, including Shanshan stock, Weixing share, YOUNGOR, Meyer, Semir dress and seven wolves. Of course, there are many cases of haste, because in the past July, in addition to the 1.82% decline of Meyer, the seven wolves and Semir shares both surged by more than 15%.

In addition, the fund also Erdos and Lu Tai A removed from the list of heavy positions. At the end of the first quarter of 2011, the fund held 71 thousand and 400 shares and 2 million 591 thousand and 300 shares respectively.

The overall choice of funds is quite sensible. In the three quarter of July, the only complete passage. Spin The overall interest rate of heavyweight shares was gratifying, and the fund also gained a profit of 460 million yuan in July.

The fund's stock selection on the textile and garment sector is also unique. Its heavily loaded stocks are not only popular but also impressive. As of August 1st, 16 of the 25 heavyweight textile stocks have announced their performance forecasts, including the disclosure of the China news report.

　 New shares rush into the "vision" of Busen shares, nine Mu Wang, Lukang science and technology

In the two quarter of this year, 10 stocks in the textile and garment sector entered the list of heavy positions in the fund, including Busen Shares, nine herd kings and Lukang science and technology 3 completed stocks in the two quarter. WIND data showed that at the end of 6 2011, 11, 9 and 2 funds were heavily engaged in the nine storehouses, Lukang science and technology and Busen shares, respectively, with 8 million 340 thousand and 100 shares, 1 million 456 thousand and 600 shares and 1 million 840 thousand shares. Most of them were bond funds, most of which were allocated to the new fund.

　　 King of nine

Shares rose 15.83% in July

King Yu was listed on the Shanghai stock exchange in May 30th. The company set the issue price to 22 yuan / share, and attracted 15 funds to participate in the offline distribution, which matched 14 million 507 thousand shares.

As the placement of shares under the net usually has a lock up period of 3 months, as at the end of 6, the listing of nine Mu Wang is still less than 3 months. At the end of the two quarter of this year, the 11 fund of the nine storefront king was in addition to the steady return of the East and the stable income A of the Great Wall. {page_break}

　 Annual net profit and earnings per share of 2010

Although the stock market ended on the first day of the listing, the Jedi rebounding began in late 6, and it increased by 15.83% in July. It contributed 28 million 523 thousand yuan to the 11 funds. There is certainly the reason why "nine strong" has "flaunt" in the two tier market. According to its performance Bulletin released in July 18th, the company's operating income in the first half of 2011 was 964 million yuan, an increase of 31.02% over the same period last year, and net profit of 235 million yuan, an increase of 42.39% over the same period last year.

　　 [Lukang science and technology]

Share prices fell 6.61% in July

In May 27th, Lukang technology, which landed on the Shanghai stock exchange, was also vigorously pursued by the new debt foundation. The 13 fund participated in the company's offline distribution, of which 8 entered the list of heavily held funds at the end of the two quarter. Another heavily loaded fund in the stock market is a robust return for the East, with the number of positions being 1 thousand shares. Due to poor performance of Lukang science and technology in July, it fell by 6.61% in July, and the 9 funds in the stock market suffered a slight loss of 1 million 471 thousand and 100 yuan.

　　 [Busen shares]

Shares rose 5.98% in July

By contrast, Busen shares are less attractive to the fund. Only the Allianz confidence gain and the establishment of the letter will increase profits. By the end of June, both funds had held 920 thousand shares of the company. However, some of the shares were listed for circulation in July 12th.

　　 Busen shares net profit and earnings per share for the first quarter of 2011

In July, the performance of Busen shares in the two tier market was "qualified", and the total price rose by 5.98% in the whole month. Help two heavily loaded funds to win 1 million 950 thousand and 400 yuan floating surplus. According to the performance Bulletin released by the company, as the company's market expansion efforts intensified, the network construction showed results, and the company's brand image further improved. The company achieved 257019027.79 yuan in the first half of 2011, operating profit of 21845265.16 yuan, total profit of 22178087.48 yuan, and net profit of 16895328.43 yuan, respectively, representing an increase of 26.99%, 3.86%, 3.84% and 10.22% over the same period in 2010.

Return to the fund "embrace"

Inter China group, Huamao shares, and fuanna

Jihua Group, Huamao stock and fuanna are also the "new favorites" of the fund in the two quarter. Data show that at the end of June 2011, 2, 3 and 4 funds respectively held 71 million 602 thousand and 700, 13 million 992 thousand and 700 and 2 million 931 thousand shares of the company, accounting for 6.19%, 1.48% and 8.67% of the company's circulation.

　　 [fuanna]

Shares rose 18.26% in July

In July, fuanna shares performed best, up 18.26%, helping Southern Guang Li repay AB, Galaxy innovation growth, Galaxy stability and Yinhua growth pioneers to win 22 million 459 thousand and 200 yuan Book floating surplus.

　　 [Hua Mao shares]

Net profit is expected to increase by 500% over the first half of the year.

In July, Huamao share price rose 8.01%, and 3 heavily loaded Jin Ying Fund - Jin Ying's small cap selection, Jin Ying's steady growth and Jin Ying dividend value shared 8 million 815 thousand and 400 yuan floating surplus.

According to the forecast data from the China Daily, the fund's preference for Huamao shares is understandable. Huamao shares announced in July 8th that the net profit attributable to shareholders of Listed Companies in 2011 was 450%~500% higher than the same period last year, with a profit margin of about 370 million yuan ~37100 million yuan.

The proportion of various institutions holding Huamao shares

In the first half of this year, the company also sold some shares of GF Securities in the two tier market, earning about 271 million yuan after tax profits. At present, the listed company, which is keen on investing in financial enterprises, also holds shares in many financial institutions such as Guotai Junan, GF Securities, Huizhou Merchants Bank and Anqing Zhen Feng pawn. In addition, the company also invested in a long term equity investment in ten companies by means of financial investment.

　 [inter China group]

Share prices fell 3.04% in July

Only China group did not rise or fall, but the total decline in July was 3.04%. The two heavy duty funds which have been involved in the same business - long letter Jinli trend and long Xin Li Feng lose 10 million 24 thousand and 400 yuan.

　　 Exclusive exclusive love

Dayang creation, Meng Jie home textiles, Hinur,

Dayang's creation, Meng Jie's home textiles, Hinur's shares, and Hinur also captured the fund's "heart" in the two quarter of this year, but there were not many funds in their positions. Hinur and its investors were selected by the small business of China Merchants Group and the new industry cycle. The latter said that the profit growth in the middle of 2011 was 20%~50%.

　　 [creation of great Yang]

Huitianfu private vitality continues to increase more than one million shares

It is huitianfu's vitality that has been built in the first quarter of this year. Since the first quarter of this year, the fund has taken aim at the company (not heavily loaded with shares), and has been growing in a balanced growth with Huixing, another fund of the same gate, to become the sixth and second largest shareholder of circulation. {page_break}

　　 The main income of the first quarter of 2011

In the two quarter of this year, huitianfu's private vitality continued to increase more than one million shares of Dayang's creation, making it one of its ten largest stocks. The latter also did not let it down. In July, it brought 1 million 486 thousand and 200 yuan surplus.

Analysts pointed out that Dayang created a strategic franchise in recent years, and gradually made better allocation of production capacity. In terms of export business, active control of order quantity, elimination of low order orders, and increase of the added value of orders, thus giving rise to the development of production and main brands that support domestic market orders, and the prospect is worth looking forward to.

　　 [dream cleaning home textiles]

Yimin dividend grows heavily and holds 650 thousand and 200 shares.

In the two quarter of this year, Meng Jie home textile also returned to the fund's heavily loaded stock camp, which helped the growth of Yimin dividends. At the end of the two quarter, the latter held 650 thousand and 200 shares of dream home textiles.

In the first quarter of this year, the fund began to retreat and was excluded from the heavy camp because of the slowdown in the profit of the dream home textiles. Earnings data show that in 2010, the company's profit grew by only 3.55%.

　 Dream home textile 2011 first quarter net profit and earnings per share

Fortunately, the first quarter of 2011, the stock finally returned to the path of rapid growth. The company expects net profit growth of 30%~50% in the first half of this year. In the first quarter of this year, it recorded a net profit growth of 34.62%.

With the two quarter of the dream of home textiles returned to the fund "embrace", the three major home textile stocks - Luo Lai home textiles, fuanna and Meng Jie home textiles again gathered heavy camp. Among them, the most favored by the fund of the Luo Lai textile home to a total of 8 heavily loaded funds.

　　 9 blue chip stocks

Fund first choice

Wedding bird, American dress, Rebecca

In the two quarter of this year, the fund also added 9 excellent textile stocks headed by the wedding bird, the American Apparel and Rebecca, so as to better resist the risk of market decline. Among them, the wedding bird, the American state dress and Rebecca were respectively funded by the fund to add 29 million 109 thousand and 600 shares, 12 million 470 thousand shares and 11 million 716 thousand and 600 shares.

　　 [wedding bird]

Shares rose 1.18% in July

The most important fund of Ziling is the China Post's core advantage. At the end of the two quarter of 201, it was holding 7 million 260 thousand shares of the good news bird and 4 million 742 thousand and 300 shares. Huabao Xingye power combination also increased 1 million 700 thousand shares, and the number of shares held at the end of 6 was 3 million 600 thousand shares. In addition, the news birds also get the pioneer and GF strategy to choose the two funds and enter their heavy positions, holding 5 million 820 thousand and 900 shares and 18 million 928 thousand and 200 shares respectively.

　 Reported bird net profit and earnings per share for the first quarter of 2011

The good news bird has not failed to live up to the fund's commitment. In July, the company's shares rose by 1.18%, helping the heavily loaded fund capture 42 million 18 thousand and 600 yuan. Meanwhile, the net profit of the listed company shareholders in the first half of this year is expected to rise by 50%~70% over the first half of this year.

　　 American Apparel

Shares rose 2.13% in July

The fund is more popular with the United States, and the 8 funds are heavily divided into 17.61% of the circulation chips. Among them, Huaan strategy optimization, fund Hanxing, Guang Fa Ju Rui, Guo Lian an advantage 4 funds hold more than a million shares, 8 million 385 thousand and 700 shares, 4 million 240 thousand and 800 shares, 3 million 686 thousand and 900 shares and 1 million 143 thousand and 100 shares respectively.

Mei Bang apparel net profit and earnings per share for the first quarter of 2011

In July, the stock market rose by 2.13%, helping the heavy position fund win 39 million 388 thousand and 100 yuan. Meanwhile, the United States announced that the profits in the first half of this year increased by 600%~900% over the same period last year.

[Rebecca]

Share price fell 2.71% in July.

Rebecca's performance is slightly worse. Its share price fell by 2.71% in July, which brought the heavy fund HP, fund Hongyang and BAOYING resources superiority, and Thaksin's advantage growth to a total loss of 3 million 845 thousand yuan. {page_break}

　　 Two consecutive quarters of additional positions

Hua Fu color spinning, Jiangsu three friends, Pathfinder

It is worth studying deeply that the fund has been holding Huafu color spinning, Jiangsu three friends and pathfinder for two consecutive quarters. According to WIND data, the two quarter of the fund increased the 5 million 148 thousand companies, 1 million 911 thousand and 900 shares and 4 million 260 thousand shares of the 3 companies respectively. At the end of the first quarter, the fund increased by 28 thousand and 600 shares, 5 million 31 thousand and 400 shares and 3 million 211 thousand and 800 shares. Practice has proved that profit growth is likely to be the key to fund the 3 companies. According to statistics, Huafu color spinning, Pathfinder and Jiangsu three friends rose 25.06%, 14.56% and 14.74% respectively in July.

　　 Hua Fu color spinning

Net profit rose 57.8% in the first half year.

Huafu color spinning 2011 China daily data show that in the first half of 2011, the company achieved operating income of 2 billion 815 million yuan, an increase of 23% over the same period, a 60.3% increase in total profit, and a net profit of 23% yuan for shareholders of listed companies, an increase of 46.8% over the same period last year. Net profit after deducting non recurring gains and losses increased by 57.8% over the same period. In addition, the company also predicted that the 1~9 net profit will increase by 20%~50% over the same period last year, due to the continuous strengthening of brand management capabilities, the cost advantages and resource advantages of the industry moving westward.

[Jiangsu three friends]

Net profit is expected to increase by 45.45% over the first half of the year.

Although the three friends of Jiangsu have not yet released the China Daily, the company issued a news report in July 29th. In its performance bulletin, it announced that the total revenue of the company in the first half of 2011 was 304 million 914 thousand yuan, an increase of 64.84% over the same period last year, with a total profit of 11 million 250 thousand and 400 yuan, an increase of 45.45% over the same period last year. The net profit attributable to shareholders of listed companies was 7 million 697 thousand and 800 yuan, an increase of 46.47% over the same period last year.

　 Jiangsu three friends recent market performance

Such a beautiful performance, no wonder the Bank of China's revenue has been catching up with Jiangsu's three friends. In the two quarter, it continued to increase its holdings of 1 million 911 thousand and 900 shares in the first quarter, leaving its position as "the only weapon" (the Bank of China is the only heavy fund of Jiangsu three friends).

　　 Pathfinder

Net profit is expected to increase by more than 50% over the first half of the year.

Pathfinder also maintains excellent status. The company expects that net profit attributable to shareholders of Listed Companies in the first half of this year will increase by 50%~100% compared with the same period last year.

　 6 raised stocks

Encounter fund sale

Shanshan stock, Weixing stock, YOUNGOR

Compared with the first quarter, in the middle of this year, 6 stocks of Shanshan stock, Weixing share, YOUNGOR and so on met with varying degrees of reduction in the fund. Shanshan shares were sold over tens of millions of chips by the fund, while the remaining 5 stocks were also thrown over by the fund by more than one million.

[Shanshan stock]

Old darling changed to "abandoned child"

In the first quarter of 2011, Shanshan stock was once the darling of the fund, and it was heavily loaded with more than ten million shares. After entering the two quarter, the situation suddenly turned around, and the old darling became a "abandoned child". It not only suffered a substantial reduction of the fund, but also a passive managed fund such as ETF, an emerging industry of Noah.

　　 Shanshan stock net profit and earnings per share for the first quarter of 2011

In the two quarter, the performance of Shanshan stock market in the two tier market was not satisfactory. It dropped by 16.33%, and it did not improve in July. It continued to fall 5.47%.

　　 [Weixing stock]

　　 Heavy shareholding decreased by 4 million 588 thousand shares in the first quarter

Weixing shares also encountered large-scale fund reduction. WIND data show that in the two quarter of this year, the number of shares held by the fund increased by 4 million 588 thousand shares in the first quarter, leaving only 5 million 813 thousand and 600 shares of the company.

The proportion of different institutions holding Weixing shares

Weixing shares not only reported a preliminary increase in the quarterly report, but also issued a performance bulletin in advance in July 29th, indicating that the total revenue of the company in the first half of 2011 was 921 million yuan, an increase of 17.55% over the same period last year, and the operating profit was 139 million yuan, an increase of 10.68% over the same period last year. The total profit realized was 137 million yuan, an increase of 4.65% over the same period last year. Net profit was 103 million yuan, an increase of 5.26% over the same period last year.

　　 [YOUNGOR]

Only Penghua SSE private enterprise 50ETF is stationed in it.

Because of the drag on real estate regulation and the two level market sluggishness may drag down its investment income, YOUNGOR, the leader, has not escaped the fate of being reduced by the fund. As of the end of June 2011, only Penghua SSE private enterprise 50ETF was still stationed, holding 1 million 39 thousand and 100 shares.

　 Reduction is too urgent.

Meyer, seven wolves, Semir shares

Seven wolves, Semir costumes and Meyer two quarters were also reduced by the fund 1 million 587 thousand and 800 shares, 1 million 591 thousand and 500 shares and 2 million 489 thousand and 300 shares. The fund's reduction is somewhat regrettable. Because in the past July, in addition to the 1.82% decline of Meyer, the seven wolves and Semir shares both surged against the trend, rising by 15.9% and 15.75% respectively. Nevertheless, the fund still gains 179 million yuan and 19 million 817 thousand and 800 yuan from the latter two.

　　 Seven wolves

First half profit year-on-year growth upward correction

Even after being reduced, the seven wolves still attract the 7 heavyweight funds left behind, such as the value growth of Yi Fang Da and the optimization of GF strategy. Of course, the fund's preference for seven wolves is natural, and the latter's performance has never disappointed the fund. In July 13th, the seven wolves revised their medium-term results upward. The first half profit growth was revised to 35%~45% from the previous forecast of 15%~30%.

　　 [Meyer]

Public offering "one brother" insists on restructuring

Meyer even though only 2 funds are stationed, but the public strategy of "one brother", Wang Yawei's helm strategy, has been selected among them. {page_break}

According to the periodic report data of Meyer, Wang Yawei started building barn from the fourth quarter of last year, but at that time, the other "fund" was another fund of Wang Yawei. In the first quarter of 2011, China's stock market continued to lurk, and the number of shares remained unchanged compared with the end of last year, still 2 million 500 thousand shares. By the two quarter of 2011, the selection of China strategy began to enter the stock market, which shows that Wang Yawei's interest in Meier is gradually becoming stronger. In addition to China's strategy of holding 3 million 507 thousand and 400 shares, Jin Yuan than the growth momentum also holds 180 thousand shares of the company.

Market analysts said that the reason why Wang Yawei met Mei Er Ya mainly focused on the prospect of restructuring the company. In June 29th, the company announced that the real estate owner of the major shareholder of Meyer group, the Construction Bank, intends to sell 79.94% of its shareholding by the open auction. If the transfer behavior of the Construction Bank is completed, the actual controller of the company will change.