主动权益基金一季度“冠军”和“季军”，最新持仓曝光！

Core Viewpoint - The article highlights the impressive performance of the Penghua Carbon Neutral Theme A fund, which achieved a return of 60.26% in the first quarter, making it the top-performing active equity fund. The fund's assets surged significantly, reaching 108.96 billion yuan, a 952.75% increase from the previous year-end [1][2][5]. Fund Performance - Penghua Carbon Neutral Theme A reported a return of 60.26% in Q1, making it the champion among active equity funds [2][3]. - The fund's assets increased from 10.35 billion yuan at the end of last year to 108.96 billion yuan by the end of Q1, marking a substantial growth of 952.75% [5]. - The fund's top holdings saw significant adjustments, with major increases in positions for stocks like Shuanglin Co., Wuzhou New Spring, Zhongjian Technology, and Zhaowei Electromechanical, with increases of 295.09%, 350.63%, 563.52%, and 299.92% respectively [3][4][5]. Holdings Adjustment - The fund introduced six new stocks into its top ten holdings, including Zhongdali De, Zhenyu Technology, Huachen Equipment, Hanwei Technology, Jiechang Drive, and Green Harmonics [3][5]. - Notably, stocks such as Beite Technology and Hecuan Technology, which were previously top holdings, have dropped out of the top ten [3][5]. Market Trends and Insights - The fund manager expressed optimism about the long-term prospects of the renewable energy sector, despite short-term challenges related to geopolitical issues and energy security [5]. - The article also discusses the potential of the humanoid robot sector, predicting significant advancements by 2025, which could enhance production efficiency across various manufacturing industries [6][10]. Other Fund Performance - The Yongying Advanced Manufacturing Smart Selection A fund achieved a return of 52.32% in Q1, ranking third among active equity funds [7]. - This fund also saw a significant increase in assets, growing from 17.62 billion yuan at the end of last year to 115.18 billion yuan by the end of Q1, an increase of 553.69% [9].