Reporter found when he read the fund second quarterly that was announced two funds were in the control of star fund manager Yawei Wang---Huaxia grail choiceness and Huaixa strategy were happen to coincide to hold the China Unicom in the second quarterly.But the analyst in the industry said that the improvement of China Unicom service data in Jule and introducing iPhone(WAP) went to clear,the fundamental plane of China Unicom would improve. Two fund second quarterly showed that the Huaxia grail choiceness held 22.0008 million shares of China Unicom by the end of June 30, accounting for 3.19% of the net assets of the fund, the third largest heavy warehouse shares; At the same time China Unicom was the sixth heavy warehouse shares of another team of Huaxia strategy managed by Yawei Wang, a total of 8.0007 million shares of its holding, 2.67% of net assets. And in one quarterly reported, the first ten big heavy warehouse shares of this two funds did not include China Unicom, it is obviously the most famous manager in A shares fund bought up heavily the China Unicom in the second quarter.All second quarter,China Unicom has risen by 19.11%, it is better than the 14.71% increasing in the first quarterly. And from this month to now, from China Unicom interval increase has reached 7.17%, the strong growth momentum is more than before. With the developing of China Unicom's 3 G business, the attention of industry to China Unicom heated up gradually. Yesterday was the date of publishing monthly operation data, the monmentum of G nets mobile phone newly increased users declined two consecutive month was checked, China Unicom newly increased mobile phone users were 862000, that risen up 26.4% than 682000 in May.Though it has not yet returned to 1 million level, the insider thinks, compared to the data index that slowed sharply two months ago,the quatity of G nets newly increased users that is now actually has not more reference value improved in 6 month,which still have positive significance, at least it reduce market doubts mentally. In addition,introducing Apple iPhone that is regarded as a decisive rule in improving the share price is clear now. In addition to determining the iPhone has been sent to public letter department theil laboratory to test(cheap iphone 4 cases ),Foxconn that is the OEM for iPhone came out the Shenzhen factory belong to Foxconn have started to product licensed version of the iPhone in the last week. Anxi securities analysts HuangWenGe said, it is a big probability event in future several month that China Unicom sign the agreement with Apple , and according to the general consensus in the industry at present, Unicom will push-off lisenced version iPhone when it sent out batch WCDMA number officially in the first 55 cities in October(iphone 4 skins), then maybe the next month, the cooperation news of both sides will be announced.Given the chance of users number increasing that was brought by iPhone to operator(iphone 4 bumpers), at present it has entered better hype opportunity, and the improvement of fundamental plane will be developed.
