Group 1: Fund Overview - Chunhou Xinxing A (Fund Code: 009931) is a mixed fund under Chunhou Fund, established on September 15, 2020, with a total management scale of 1.726 billion yuan [1] - The fund is managed by Chen Wen and Yang Yucheng, focusing on in-depth research of corporate fundamentals to identify companies with long-term growth potential and valuation advantages [1] - As of July 14, 2025, the fund achieved a one-year return of 36.94%, outperforming the benchmark growth rate of 15.66% and the CSI Mixed Fund Index return of 14.66%, ranking in the top 10 among mixed funds [1] Group 2: Performance Metrics - Over the past two years, the fund's return was 31.29%, significantly higher than the performance benchmark of 9.21% and the CSI Mixed Fund Index return of -0.93% [1] - The fund's maximum drawdown over the past three years was 29.94%, which is better than the average level of similar mixed funds [1] - The fund's maximum drawdown recovery days were 238, ranking in the top 15 among similar mixed funds [1] Group 3: Company Research - Ruimai Te, established in 2001, specializes in providing comprehensive treatment solutions for OSA and COPD patients, and is a leading domestic company in non-invasive ventilators and masks [3] - The company has a complete product line covering home, medical, consumables, and chronic disease management platforms, with significant R&D investment resulting in 633 valid patents in China and 202 overseas patents [3] - The company has achieved domestic supply chain localization for core components, enhancing its competitive edge and risk resilience [3] Group 4: Market Strategy and Brand Development - The rebranding to "Ruimai Te" signifies a strategic alignment between product and capital markets, enhancing brand value and investor confidence [3] - The company has made key adjustments in its domestic channel strategy, resulting in improved revenue and gross margin in the first quarter [3] - The company has a strong global market entry capability, having obtained CE and FDA certifications, and is actively pursuing overseas localization to enhance global operational capacity [3]
淳厚基金调研瑞迈特，旗下淳厚欣享A(009931)近一年回报达36.94%