Ge Weidong, latest holdings revealed

A-share listed companies’ 2025 annual report disclosures are entering a busy period, and many well-known investors’ holding maps are gradually becoming clear.

Data show that as of April 6, well-known investor Ge Weidong and his related persons and related institutions have appeared on the shareholder rosters of multiple A-share listed companies. Among them, Ge Weidong directly holds heavily four stocks, and the number of shares he held at the end of 2025 remained unchanged compared with the end of the third quarter of 2025.

Continue to lock in two star tech stocks

According to data from Hongao Information, as of April 6, based on the information of A-share listed companies that have disclosed their 2025 annual reports, by the end of 2025, Ge Weidong appeared in the top ten shareholders or top ten tradable shareholders lists of four A-share companies, including Zhaojiyi, Muxi Bioshares, Shaoxing Winery, and Weidian Physiology. In addition, in February of this year, Ge Weidong spent 1 billion yuan to subscribe to the additional shares issued in a capital increase by Jianghuai Automobile.

Notably, for these two star tech stocks—Zhaojiyi and Muxi Bioshares—Ge Weidong’s share count at the end of 2025 remained “unchanged and unmoved” compared with the end of the third quarter of 2025.

Public information shows that Zhaojiyi is a star stock in storage chips, while Muxi Bioshares is a leading GPU chip enterprise. By the end of 2025, Ge Weidong’s share counts for these two stocks were 17.0267 million shares and 14.3382 million shares, respectively, corresponding reference market values (calculated based on the closing price at the end of 2025) of approximately 3.648 billion yuan and 8.318 billion yuan, respectively.

Since the second half of 2025, Ge Weidong’s key holdings. Data source: Hongao Information; time up to 14:00 on April 6

Public information shows that in the second quarter of 2025, Ge Weidong newly entered Shaoxing Winery, a well-known yellow wine company, by buying 4.9715 million shares. By the end of 2025, the number of shares held remained unchanged. In the third quarter of 2025, Ge Weidong newly acquired 3.5478 million shares of Weidian Physiology, and by the end of 2025, the number of shares Ge Weidong held in Weidian Physiology remained unchanged.

Related persons and related institutions’ holdings also come into view

Notably, in the fourth quarter of 2025, Ge Weidong kept unchanged the holdings of some of his key positions; meanwhile, his related persons and related institutions basically maintained an “observing” posture in that quarter as well.

Specifically, according to Wind data, as of the end of 2025, Ge Guilian (Ge Weidong’s relative) held four stocks—Wancan Group, Jianghuai Automobile, Shaoxing Winery, and Magmit—in total, and the number of shares held remained unchanged from the end of the third quarter of 2025.

In addition, by the end of 2025, Shanghai Chaos Investment (Group) Co., Ltd. controlled by Ge Weidong continued to hold 12.5997 million shares of Muxi Bioshares, also unchanged.

Analysts said that based on the disclosed public information, Ge Weidong and his related persons and related institutions made almost no changes to their existing core holdings in the fourth quarter of 2025, which to a large extent indicates that their confidence in the core targets of long-term holdings is stable. Overall, the portfolio remains concentrated in directions such as semiconductors, consumer goods, and pharmaceuticals, which fits his long-term investment style of focusing on hard-tech growth while also taking into account traditional industries.

Notably, recently, the well-known commercial aerospace company Galaxy Aerospace underwent an industrial and commercial change: the company name was changed from “Galaxy Aerospace (Beijing) Network Technology Co., Ltd.” to “Galaxy Aerospace (Beijing) Technology Group Co., Ltd.” Ge Guilian became a shareholder, with a shareholding ratio of 2.3086%. After previously making a big profit from investing in Muxi Bioshares in the primary market, this move further demonstrates the Galaxy team’s thinking of making an early layout in the hard-tech track.

Vast amounts of information, precise interpretation—on the Sina Finance APP

Editor: Yang Hongbu

【Source: China Securities Journal—CSN】