Fu Pengbo, Ge Lan, and Xie Zhiyu's latest portfolio adjustments have emerged, with Morgan Stanley becoming a top ten shareholder with multiple new stocks. Significant gains were made in the second half of last year.

As of now, there are few listed companies that have released their 2024 annual reports. Most of the top ten shareholders data of listed companies is up to the end of the third quarter of last year. However, through repurchase announcements, the latest relocations of public funds, securities firms, foreign capital, and other institutions are gradually emerging. After combing through the data, the relocations of many well-known fund managers have emerged. According to disclosed data, compared to the end of the third quarter of last year, Ge Lan's Central European medical health fund has newly entered the top ten shareholders of Bide Pharmatech, while Zhao Bei's Industrial Bank Frontline Medical increased its holdings of Shanghai Aohua Photoelectricity Endoscope. Xie Zhiyu and Qiao Qian's products newly entered the top ten shareholders of Juneyao Airlines, while at the same time, Lin Yingrui reduced their holdings of the stock. In addition, Fu Pengbo reduced their holdings of Montnets Cloud Technology Group, and Xiao Nan's products exited the top ten shareholders of Henan Shenhuo Coal & Power. In addition to public funds, Morgan Stanley entered the top ten shareholders of Konka Group Co., Ltd., Ningbo Cixing, and Huasi Holding, while exiting Qingdao Haier Biomedical Co., Ltd. The prices of these three stocks showed significant increases in the third and fourth quarters of last year. In addition, other foreign institutions such as Merrill Lynch and Barclays Bank, as well as domestic securities firms like CITIC Securities, CICC, and China Securities Co., Ltd., are also gradually emerging. Fu Pengbo, Ge Lan, and Xie Zhiyu's latest relocations As of February 17th, Ge Lan's Central European Medical Health further increased its holdings in Bide Pharmatech. The fund first entered the top ten circulating shareholders list of the stock in January of this year and continued to increase its holdings over the past month, with a stake of 4.89% of total share capital. Bide Pharmatech mainly provides drug molecular building blocks and scientific reagents for new drug research and development institutions. As of January 3rd, Zhao Bei's Industrial Bank Frontline Medical increased its holdings in Shanghai Aohua Photoelectricity Endoscope, while Zhang Wei's Huitongfu Medical Services newly entered the top ten shareholders of the stock, and Yang Zhenxiao's Yifangda Health Care reduced its holdings of the stock. After reducing their holdings in the third quarter of last year, Zhou Keping and Tu Huanyu's joint management of Huaxia Innovation Future have exited the top ten shareholders of Shanghai Aohua Photoelectricity Endoscope. Zhong Shuai's Huaxia Industry Prosperity has been reducing its holdings of Aurisco Pharmaceutical for four consecutive quarters. After continuous reductions, as of January 21st, Huaxia Industry Prosperity has exited the top ten shareholders of the stock. Data shows that Aurisco Pharmaceutical is mainly engaged in the research and development and production of special raw materials and pharmaceutical intermediates. As of February 5th, Xie Zhiyu's Xingquan Herun, Qiao Qian's Xingquan Business Model Select, and Xingquan New Vision entered the top ten shareholders of Juneyao Airlines, while Lin Yingrui's Guangfa Ruiyi Leading reduced its holdings of the stock by 5.035 million shares, a reduction of 22.4%. At the same time, Zhou Haidong's Huashang New Trends Optimal Selection has exited the top ten shareholders of this product. According to the wind statistics, as of the end of last year, Juneyao Airlines was the second largest heavy-weight stock in Lin Yingrui's managed products and the fifth largest heavy-weight stock in Qiao Qian's managed products. As of January 6th, Feng Mingyuan's Xinao New Energy Industry has exited the top ten shareholders of Guangzhou Metro Design & Research Institute. This product newly entered the top ten shareholders of Guangzhou Metro Design & Research Institute in the third quarter of last year. As of January 20th, Yang Ruiwen's Invesco Great Wall Optimal Selection, Invesco Great Wall Growth Leader, and Invesco Great Wall Electronic Information Industry have exited the top ten shareholders of Jilin Oled Material Tech. These three products had reduced their holdings of the stock in the third quarter of last year. It is found that Jilin Oled Material Tech is mainly engaged in the research and development and manufacturing of organic light-emitting materials and evaporation source equipment in the upstream of the OLED industry chain. As of January 23rd, Yang Dong's Fuguo Growth Navigator and Fuguo Balanced Optimal Selection entered the top ten shareholders of Jiangxi Lian Chuang Optoelectronic Science And Technology. Jiangxi Lian Chuang Optoelectronic Science And Technology is mainly engaged in the research and development and production of laser series and traditional LED chip products, intelligent control series products, backlight source and application products, as well as research and production of optical communication and intelligent equipment cable and metal materials. As of the end of the fourth quarter of last year, Fu Pengbo's Ruiyuan Growth Value reduced its holdings of cloud communication service provider Montnets Cloud Technology Group by 26.25 million shares, a reduction of 76.15%. Since the end of the second quarter of last year, Ruiyuan Growth Value has been reducing its holdings of the stock continuously for three quarters. After reducing their holdings by 13.2889 million shares in the third quarter of last year, Xiaonan's Yi Fangda High-Quality Selection Three-Year has exited the top ten shareholders of Henan Shenhuo Coal & Power as of the end of the fourth quarter of last year. As of December 30th, Lei Tao's Debang Semiconductor Industry entered the top ten shareholders of Jiangsu HHCK Advanced Materials. As of December 27th, Chen Ying's Jinying Technology Innovation entered the top ten shareholders of Sufa Technology Industry. Data shows that Chen Ying joined Jinying Fund in September 2012 and is currently the Chief Investment Officer, General Manager of Growth Investment Department, andFund manager. In addition, Sufa Technology Industry is mainly engaged in the research and development, production of industrial valves.Morgan Stanley is a new top ten shareholder of multiple stocks, with significant price increases in the third and fourth quarters of last year. According to disclosed data, compared to the end of the third quarter last year, Morgan Stanley has newly entered as a top ten shareholder of 3 listed companies and exited as a top ten shareholder of 1 listed company. As of December 27th last year, Morgan Stanley International entered as a top ten shareholder of Konka Group Co., Ltd; in the third quarter of last year, Hillhouse Capital exited as a top ten shareholder of the stock. From the third quarter of 2023 to the second quarter of 2024, Hillhouse Capital reduced its holdings of Konka Group Co., Ltd for four consecutive quarters, totaling a reduction of 23.7637 million shares. Notably, in the third and fourth quarters of last year, the stock price of Konka Group Co., Ltd increased by 55.4% and 66.77% respectively. As of January 14th, Morgan Stanley newly entered as a top ten shareholder of Ningbo Cixing, which mainly engages in the research and production of knitting machinery. In the third and fourth quarters of last year, the stock price of the company increased by 16.24% and 21.18% respectively; as of the close of the morning session on February 26th, the stock price has increased by over 22% since the first quarter of this year. As of December 27th, Morgan Stanley and Barclays Bank newly entered as top ten shareholders of Huasi Holding, with UBS Group exiting as a top ten shareholder last year. Also in the third quarter of last year, Goldman Sachs exited as a top ten shareholder of Huasi Holding. In the third and fourth quarters of last year, the stock price of the company increased by 16.03% and 10.22% respectively. Huasi Holding's main products are fur products, and in November 2010, they became the "leading stock in Chinese fur." By the end of 2024, the stock rose due to the "bean bag concept," but the company quickly clarified that they did not have a direct business cooperation with bean bags. As of January 13th, Morgan Stanley has exited as a top ten shareholder of Qingdao Haier Biomedical Co., Ltd. Compared to the end of the third quarter last year, as of December 20th, Morgan Stanley slightly reduced its holdings of Qingdao Haier Biomedical Co., Ltd. According to reports, Qingdao Haier Biomedical Co., Ltd mainly engages in the research and production of low-temperature storage equipment for biomedicine. In the third quarter of last year, the stock price of Qingdao Haier Biomedical Co., Ltd decreased by 6.18%, while in the fourth quarter of last year, it saw a slight increase of 0.86%. Compared to the end of the third quarter last year, as of December 26th, Huatai newly entered as a top ten shareholder of NanJing Public Utilities Development, while Merrill Lynch and Barclays Bank have exited. NanJing Public Utilities Development's main businesses are gas sales, real estate development, and passenger transportation. As of December 20th, China Securities Co., Ltd. has exited as a top ten shareholder of Shandong Hontron Aluminum Industry Holding; meanwhile, CICC and CMSC have reduced their holdings by 4.1697 million shares and 0.9339 million shares respectively. Tianfeng and Credit Suisse Bank have increased their holdings of the stock. Shandong Hontron Aluminum Industry Holding primarily engages in the development and production of high-precision aluminum sheet and foil products. Compared to the end of the third quarter last year, as of February 11th, CITIC SEC has increased its holdings of Shanghai RAAS Blood Products, a company engaged in the production of blood products. As of February 5th, Guotai Junan, who newly entered as a top ten shareholder of Inner Mongolia Huadian at the end of the third quarter last year, has reduced its holdings by 1.766 million shares; during the same period, Orient has increased its holdings by 4.1396 million shares. In the second and third quarters of last year, Orient continuously increased its holdings of Inner Mongolia Mengdian Huaneng Thermal Power Corporation. After reducing its holdings in the third quarter of last year, Sinolink has exited as a top ten shareholder of LONGTAIHOUSEWARE as of February 11th.