The public offer in 2022 continued to disclose that the largest heavy positions were changed to Moutai, Guizhou.

With the successive disclosure of public funds reported in the second quarter of 2022, the latest top ten stocks of fund products on the market have surfaced one by one.

Guizhou Moutai replaced the Ningde era to become the largest heavy positions

According to the data of Tianxiang Investment Consultant, at the end of the second quarter of 2022, the top ten heavy stocks were: Guizhou Moutai, Ningde Times, Longji Green Energy, Wuliangye, Luzhou Laojiao, Yaoming Kangde, Shanxi Fenjiu, BYD, Huayou, Huayou Cobalt, Yiwei Lithium Energy.

From the perspective of the changes in the position, compared with the end of the first quarter of 2022, the Moutai of Guizhou replaced the Ningde Times as the largest heavy position; Stocks, Shanxi Fenjiu, BYD, Huayou Cobalt, and Yimei Energy into the top ten heavy stock stocks.

According to the announcement on the evening of July 21, Guizhou Moutai is expected to achieve a total operating income of about 59.4 billion yuan in the first half of 2022 (of which Maotai wine operating income is about 49.9 billion yuan, and the series of wine operating income is about 7.5 billion yuan), a year -on -year increase of about 17%; It is expected that the net profit attributable to shareholders of listed companies is about 29.7 billion yuan, an increase of about 20%year -on -year.

Earlier, at the 2021 annual shareholders' meeting in Moutai in Guizhou, Ding Xiongjun, chairman of the company, talked about the key work arrangements in 2022 that Guizhou Maotai will insist on stable words and seek progress in stability. Double -creation "strategic goal. Specifically, the operating goals of 2022: achieve the target of 125.9 billion yuan in revenue, a year -on -year growth rate of 15%, an increase of 4.5 percentage points from the previous year's growth rate, an increase of 16.4 billion yuan; the completion of basic construction investment is 6.969 billion yuan.

It can be seen that according to the latest company announcement, the revenue of 17%of Maotai in Guizhou in the first half of 2022 exceeded the goal of Moutai at the beginning of the year.

Foreign -funded public offerings are exposed, and Guizhou Moutai and Ningde Times became the top ten heavy stocks

On July 19, 2022, the first domestic wholly foreign -owned public offering Berlaide Fund disclosed the latest two quarter reports of its Baylaide's new vision mixed and the Vision Vision of the Paleide Port Stock Connect, and the relevant heavy positions were exposed.

As of the end of the second quarter of 2022, the top ten heavy stocks in China's new vision in China have adjusted a large amount of adjustment. , Ninth and Tenth largest heavy warehouses; China Merchants Bank, Industrial Bank, Luzhou Laojiao, and Wentai Technology withdrew from the top ten heavy warehouse stocks.

In addition, Gudewei, Hermi, Mai Weizhi, Shengbang, etc. still have a significant increase in individual stocks in the top ten heavy stocks. hold.

In the latest quarterly report, the fund manager said that looking forward to the third quarter, the A -share market will usher in a period of disclosure of the interim report and the third quarter of performance, and the importance of the fundamentals of individual stocks will be prominent. According to the performance of the performance of the listed company, the combination of the combination of the combination, focusing on industries and stocks with strong definition of short -term performance and long -term development potential for a long time. In addition, you will also be cautious to find the opportunity to lay out the second- and third quarters of the second and third quarters. It will continue to tap new investment opportunities to achieve the combination of value preservation and appreciation, and strive to control the retracement on this basis.

It is worth mentioning that the top ten heavy warehouse stocks in the long -view vision of Berlaid Port Stock Connect, the Paleide Port Stock Connect, have also changed to certain changes. Hong Kong stocks China Banking Airlines, China Resources Land, BYD shares and A-share Opangshi, Wuliangye entered the top ten; Hong Kong stock Yaomingde, Construction Bank, Tencent Holdings, Pacific Shipping and A-share Ningbo of Ningbo withdraw from the top ten; Four Hong Kong stocks of banks, Bank of China Hong Kong and Zijin Mining, and A -share Guizhou Maotai have been increased.

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