On July 21, the fund managed by Jin Zicai, the deputy general manager of Caitong Fund, disclosed the report for the second quarter of 2026. Taking CaiTong Growth Choice as an example, the fund's top ten heavy stocks were “six in and six out”, and Nanya New Materials, Telford Technology, Fenghua Hi-Tech, Boqian New Materials, and Huazheng New Materials entered the top ten, while the previous heavy stocks of Zhongji Xuchuang, Shengyi Electronics, Yongding, Shanghai Electric Power, Shengyi Technology, and Fenghuo Communications withdrew from the list of the top ten heavy stocks. Jin Zicai indicated that he would further allocate his limited portfolio positions to industries with tight links, including passive MLCC components The direction of various scarce materials, such as upstream PCB, etc.

Zhitongcaijing · 2d ago
On July 21, the fund managed by Jin Zicai, the deputy general manager of Caitong Fund, disclosed the report for the second quarter of 2026. Taking CaiTong Growth Choice as an example, the fund's top ten heavy stocks were “six in and six out”, and Nanya New Materials, Telford Technology, Fenghua Hi-Tech, Boqian New Materials, and Huazheng New Materials entered the top ten, while the previous heavy stocks of Zhongji Xuchuang, Shengyi Electronics, Yongding, Shanghai Electric Power, Shengyi Technology, and Fenghuo Communications withdrew from the list of the top ten heavy stocks. Jin Zicai indicated that he would further allocate his limited portfolio positions to industries with tight links, including passive MLCC components The direction of various scarce materials, such as upstream PCB, etc.