Equity funds have disclosed the quarterly report of 200214, including Anxin Medical Health and SDIC UBS New Energy. Judging from the four quarterly reports of Anxin Medical's health disclosure, fund managers still insisted on a relatively balanced allocation in the fourth quarter of last year, gradually realizing income on some overvalued high-prosperity track targets, digging some low-valuation high-growth targets at the bottom, and increasing allocation in sectors such as Chinese medicine and low-value consumables.

UBS SDIC's fourth quarterly report shows that Shicheng's heavy positions mainly come from new energy vehicles, new energy power generation, TMT and manufacturing. From the perspective of shareholding types, it is mainly concentrated in the upstream industries of new energy.