知名投资人林园因其长期持有片仔癀股票而备受市场关注。他曾多次公开表示‘片仔癀一股不卖’，强调对该公司的高度信心。片仔癀作为中国历史悠久的中药企业，其核心产品——片仔癀锭剂具有清热解毒、消炎止痛等功效，在海内外享有盛誉。林园认为，片仔癀具备稀缺性、品牌护城河和持续提价能力，属于典型的‘时间的朋友’型资产。他自2003年前后开始重仓买入，并长期坚定持有，即使在股价大幅波动时也未曾减持。这种‘买入并长期持有’的投资理念，体现了他对优质企业内在价值的深刻理解与耐心。林园曾表示，好公司不需要频繁交易，只要商业模式稳固、管理层优秀、产品不可替代，就值得终身持有。他的这一策略也为其带来了丰厚回报，成为价值投资在中国资本市场的经典案例之一。
Renowned investor Lin Yuan has drawn significant market attention for his long-term holding of Pien Tze Huang (PZH) stock. He has repeatedly stated publicly, “I won’t sell a single share of PZH,” underscoring his strong confidence in the company. Pien Tze Huang, a historic Chinese traditional medicine enterprise, is best known for its flagship product—PZH pills—which are renowned domestically and internationally for their heat-clearing, detoxifying, and anti-inflammatory properties. Lin believes PZH possesses scarcity value, a strong brand moat, and consistent pricing power, making it a quintessential “friend of time” asset. He began heavily accumulating shares around 2003 and has held them steadfastly ever since, even during periods of significant stock price volatility. This “buy and hold indefinitely” philosophy reflects his deep understanding of intrinsic business value and remarkable investment patience. Lin has emphasized that great companies don’t require frequent trading; as long as their business model is solid, management is capable, and their products are irreplaceable, they deserve to be held for life. This strategy has delivered substantial returns and stands as a classic example of value investing in China’s capital markets.
原创文章，作者：admin，如若转载，请注明出处：https://ktez.cn/1242.html