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采访背景2008年4月22日,汇添富基金管理公司旗下的4只基金同时公布了第一季度季报。外界发现,汇添富旗下偏股型基金在2007年一直保持了高持股比重,但是在2008年一季度明显降低了仓位,平均持股比重从2007年年底的83.66%,调低到2008年一季度末的74. 51%。在积极增持食品饮料和石化塑胶行业的同时,大幅减持了金融保险、采掘和金属行业的股票。我们注意到,备受市场关注的宏达股份,在它的投资组合中,保持了一定的持股比重。16日,宏达股份、东方电气等上市公司对在四川大地震中的损失情况发布公告。一时间,持有这些公司股票的机构投资者,再次成为市场关注的焦点。21日,中央电视台《证券时间》记者王乃伟在上海汇添富基金公司总部,对公司董事长桂水发进行了采访。
Interview Background April 22, 2008, Huitianfu Fund Management Company’s four funds also announced the first quarterly earnings. The outside world found that Huitianfu partial stock funds in 2007 has been maintained a high proportion of holdings, but significantly reduced the position in the first quarter of 2008, the average shareholding ratio from 83.66% at the end of 2007, down to 2008 74. 51% at the end of the first quarter. In the positive holdings of food and beverage and petrochemical plastics industry, while substantially reducing holdings of financial insurance, mining and metal industry stocks. We note that HTC Holdings, a market closely watched, has held a certain share of its portfolio in its portfolio. On the 16th, Hongda shares, Dongfang Electric and other listed companies on the Sichuan earthquake in the announcement of the loss. For a time, the institutional investors who hold the stocks of these companies are once again the focus of the market. 21, CCTV “Securities Times” correspondent Wang Naiwei in Shanghai Huitianfu Fund headquarters, on the company chairman Gui Shui made an interview.