主动权益基金“大翻身”，年内近两成净值创新高

Core Insights - The active equity funds have made a significant comeback in the first half of the year, with nearly 20% achieving new net asset value highs and outperforming the market index by an average of 3.73% [1][3][4] Group 1: Performance of Active Equity Funds - As of June 26, 2023, 757 out of 4462 active equity funds reached new highs in net asset value, representing 17% of the total [3] - The average return of active equity funds was 6.62%, significantly higher than the 0.28% return of the CSI 300 index during the same period [4] - A total of 49 funds achieved over 50% returns, with 42 being active funds, indicating strong performance in this category [7][8] Group 2: Factors Contributing to Performance - The strong performance of active equity funds is attributed to successful investments in technology, high-end manufacturing, pharmaceuticals, and consumer sectors [3][4] - The ability of fund managers to actively select stocks and adjust asset allocations has been a key factor in achieving excess returns [4][5] - The market has seen a structural shift with significant opportunities in sectors like technology, new energy, and pharmaceuticals, which have supported fund growth [4][9] Group 3: Future Outlook - Industry experts predict that the trend of active equity funds outperforming passive funds will continue, driven by effective stock selection and market conditions [5][11] - The focus on thematic investments, particularly in innovative drugs and technology, is expected to yield positive results in the upcoming months [9][11]