Sun Wei, manager of Quan Guo Fund, increased his holdings in Hong Kong stocks related to new consumption and internet in the second quarter.

On July 21, the Quanguo Consumer Opportunities Mixed-initiative Securities Investment Fund released its second quarter report for 2025. The report shows that the portfolio has increased its allocation to new consumption and internet companies in the Hong Kong stock market, with the proportion of Hong Kong stocks rising to nearly 30% after the increase. Fund manager Sun Wei stated that in the second quarter, the economy maintained resilience with policy support, and overall data for the consumer market continued to improve, showing an upward trend. Going forward, the fund will continue to focus on emerging industries and traditional industries that show signs of recovery.