Core Viewpoint - The AI Fund Guangfa New Energy Select Stock A (015904) reported a profit of 4.52 million yuan in Q1 2025, with a net value growth rate of 2.86% for the period, and a fund size of 355 million yuan as of the end of Q1 2025 [2][15]. Fund Performance - As of April 18, the fund's three-month cumulative net value growth rate was -7.07%, ranking 34 out of 42 in its category; the six-month rate was -6.76%, ranking 27 out of 42; and the one-year rate was 13.77%, ranking 6 out of 42 [3]. - The fund's Sharpe ratio since inception is 0.0555 [8]. - The maximum drawdown since inception is 47.34%, with the largest quarterly drawdown occurring in Q1 2023 at 19.29% [11]. Investment Strategy - The fund manager indicated that all segments of the new energy sector maintained a good growth trend in Q1 2025, with significant demand recovery in photovoltaics, stable growth in lithium batteries, and high bidding in large storage despite early-year policy disruptions [2]. - The fund's average stock position since inception is 84.89%, compared to the category average of 87.96%. The highest stock position reached 94.17% at the end of H1 2023, while the lowest was 79.88% at the end of Q1 2024 [14]. - The fund's strategy involves long-term investment in leading companies within the new energy sector while also increasing beta-type allocations to emerging industries such as AI and robotics [2]. Top Holdings - As of Q1 2025, the fund's top ten holdings include: Sunshine Power, Farah Electronics, CATL, Zhongrong Electric, Goldwind Technology, Placo New Materials, Chuanhuan Technology, Zhongtian Technology, Liangxin Co., and Siyuan Electric [18].
广发新能源精选股票A：2025年第一季度利润452万元 净值增长率2.86%
Sou Hu Cai Jing·2025-04-21 06:22