Ruiyuan Fund Q2 Reports: Fu Pengbo Initiates Position in Focuslight Technologies, Zhao Feng Re-enters WuXi Biologics

Earnings
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Summary · why it matters

The products managed by two star fund managers at Ruiyuan Fund, Fu Pengbo and Zhao Feng, have disclosed their second-quarter 2026 reports, revealing their latest top ten heavy-weight holdings. The Ruiyuan Growth Value Hybrid Fund, managed by Fu Pengbo and Zhu Lin, initiated a position in Focuslight Technologies for the first time with 4.5277 million shares, while significantly reducing holdings in Zhongji Innolight and Dongshan Precision. Its Hong Kong stock allocation dropped to a historic low of 3.35%. The Ruiyuan Balanced Value Three-Year Holding Fund, managed by Zhao Feng, bought back into WuXi Biologics after a one-year hiatus, with a position of 9.4275 million shares, and increased holdings in ZTO Express and China Resources Land. At the end of the second quarter, the Ruiyuan Growth Value Hybrid Fund had a net asset value of 22.201 billion yuan, an increase of 4.045 billion yuan from the end of the first quarter, with the Class A share net value growth rate at 45.79%. In their quarterly reports, the two fund managers stated that the portfolio added targets in high-power semiconductor lasers and micro-nano optical solutions, reduced holdings in internet technology companies, and believe that the high returns implied by excessively low valuations are certain.

Impact on stocks 8

Biotech & Genomic Medicine▲ · 1 stocks
WuXi Biologics
2269
▲ PositiveCapitalrelevance

Zhao Feng's fund re-entered WuXi Biologics as a top holding, signaling renewed institutional confidence.

Real Estate▲ · 1 stocks
China Resources Land Ltd
1109
▲ PositiveCapitalrelevance

Zhao Feng's fund increased holdings in China Resources Land, reflecting positive fund manager sentiment.

Industrials▲ · 1 stocks
Others▲ · 5 stocks
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