"Preference for pro-cyclical varieties, exposure of heavy positions by private equity tycoons"

Recently, listed companies have successively disclosed their third quarter reports, and the movements of well-known private equity giants such as Deng Xiaofeng from Gaoyi Asset, Xia Junjie from Renqiao Asset, and Wu Weizhi from Zhongou Ruibo have gradually been exposed. Overall, the attention of private equity giants to individual stocks in pro-cyclical industries has significantly increased. Looking ahead, institutions have indicated that it will be necessary to continue monitoring the development of fundamentals, as policy dividends and industrial upgrading remain the core themes.