穆赫兰道

邓晓峰又“盯上”一家周期龙头股！再度加仓万华化学_我的网站

一 |     The Sri Lankan government has shut all schools for a week, saying the nation does not have enough fuel to send teachers and children to the classroom, local media reports say.,The country's Education Secretary, Nihal Ranasinghe, instructed the schools to conduct lessons online.,He also said that the schools at the divisional level will be allowed to run classes with fewer students so long as students, teachers and principals are not affected by transportation difficulties, the country's newspaper, The Daily Mirror, reported.,Ranasinghe also announced that the Public Utilities Commission of Sri Lanka (PUCSL) has agreed not to have power cuts between 8am and 1pm to enable online teaching on weekdays.,The department has also announced countrywide power cuts of up to three hours a day from Monday.,Sri Lanka Lifts Qatar Charity Terror Ban as Crisis-Hit Nation Eyes Oil, Gas 30 June, 12:00 GMT,In June the country announced that schools would' shut down for a week thanks to the fuel crisis.,Energy Minister Kanchana Wijesekera on Sunday said the government has ordered new fuel stocks, and the first shipment carrying 40,000 metric tons of diesel is expected to arrive on Friday, whereas the first shipment carrying gasoline will come on 22 July.,Wijesekera also appealed to the country's two million expatriates to send money home through banks to finance new oil purchases.,The minister also revealed that several other fuel shipments were in the pipeline, but authorities are struggling to find $587Mln to pay for the fuel.,"Sri Lanka owed about $800Mln to seven fuel suppliers," he added. The remittance, which usually stood at $600Mln per month, had declined to $318Mln in June, a 53 percent of decline compared with June 2021.,The decline has been seen since last year when the government ordered the mandatory conversion of foreign currency, forcing people to pay extra money.,Many media reports suggest that since then, many people have resorted to the black market to send their cash rather than through official channel.,Want to know more? Check out our Koo & Telegram accounts!,Koo: https://www.kooapp.com/profile/sputniknews,Sputnik India: https://t.me/sputniknewsindia。    　　知名基金经理邓晓峰又出手了。
　　二季度，这位因紫金矿业备受关注的“周期猎手”，以17亿元持仓重返化工龙头万华化学前十大流通股东名单。　　中报绘制的“藏宝图”正持续揭开面纱。不过需要注意的是，随着7月市场的波动，这些私募大佬的真实仓位或早已是另一番光景。　　邓晓峰再度加仓万华化学　　万华化学8月24日晚披露的半年报显示，高毅资产邓晓峰管理的高毅晓峰2号致信基金，二季度加仓万华化学，季末新晋成为万华化学第七大流通股东，持有2495.95万股，二季度末持仓市值约17亿元。图片来源：万华化学2026年半年报　　邓晓峰对周期股的把握功力深厚，紫金矿业是最出名的案例。其最早于2019年开始买入紫金矿业，曾逆势加仓，伴随公司股价一路从当时的约3元/股到如今的超过30元/股，最多时持仓市值超过100亿元。在股价走高之际，邓晓峰开始减持紫金矿业，逐步获利退场。此外，他也曾重仓过中国铝业、云铝股份等周期股。

二 | 　　邓晓峰管理的产品曾在2021年和2023年出现在万华化学的前十大流通股东名单中，此次再度大手笔重仓，或试图在万华化学身上重现经典的价值发现之旅。　　此外，全国社保基金103组合和全国社保基金114组合分别位列万华化学第六和第九大流通股东，季末合计持仓市值超37亿元。　　外资阿布达比投资局二季度也增持了万华化学，二季度末位列第八大流通股东，季末持股市值也达到17亿元。　　调仓分歧显现　　有意思的是，高毅资产的另一位基金经理冯柳，在化工类周期股的操作上却是另一番景象。　　8月24日晚披露的中伟新材半年报显示，冯柳管理的高毅邻山1号远望基金二季度大幅减持该股1550万股，从一季度末的第二大流通股东，变为二季度末的第四大流通股东。图片来源：中伟新材2026年半年报　　此外，分歧还不止于此。本轮调仓中最具故事性的，是安防龙头海康威视上演的“多空对决”。　　冯柳二季度减持海康威视8700万股，是其自2024年四季度以来连续第七个季度减持，期末持股降至1.13亿股。

三 | 　　而重阳投资则连续两个季度加仓，旗下重阳战略才智基金一季度新晋成为该股前十大流通股东后，二季度再增持；重阳战略聚智基金二季度也新晋成为该股第十大流通股东，两只产品合计持股超1.13亿股。图片来源：海康威视2026年半年报　　围绕科技积极调仓　　本轮调仓中，围绕科技的调仓换股动向成为市场关注焦点。

四 | 　　睿郡资产旗下三只产品同步增持乐鑫科技，二季度合计增持超500万股，季末持仓市值近10亿元，持续加码半导体物联网赛道。

五 | 　　冯柳管理的高毅邻山1号远望基金新晋成为传音控股第五大流通股东，季末持有1750万股，持仓市值超过10亿元。　　聚鸣投资旗下聚鸣全球科技制造精选私募证券投资基金则新晋成为大族激光第十大流通股东，期末持仓市值也接近10亿元。此外，聚鸣投资大举增持鸿仕达，旗下两只产品新晋成为鸿仕达的第二和第五大流通股东。　　不过，需要注意的是，中报持仓已是“过去式”，随着7月科技股调整，私募持仓当前可能早已“面目全非”。例如，鸿仕达股价已从6月中旬250元左右的高点回落至115元附近。因此，切忌盲目“抄作业”。（文章来源：中国证券报）。

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