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“沸了”!又一只翻倍
Zhong Guo Ji Jin Bao·2025-07-16 07:35

Core Viewpoint - The public fund market is experiencing a positive trend, with multiple funds achieving over 100% net asset value growth in 2023, indicating strong performance in the healthcare sector, particularly in innovative pharmaceuticals [1][2]. Fund Performance - The Changcheng Pharmaceutical Industry Select Fund, managed by Liang Furui, has achieved a year-to-date net asset value growth of 102.52%, following the Huatai-PineBridge Hong Kong Advantage Select Fund, which also surpassed 100% [2]. - The fund's net value has accelerated in recent trading days, with increases of 3.17%, 2.58%, and 4.10% on July 11, 14, and 15, respectively [2]. - Over the past six months, the fund's growth reached 111.15%, leading among its peers [2]. Investment Focus - The fund's top ten holdings include companies such as 3SBio, Innovent Biologics, and Hotgen Biotech, with a significant focus on innovative drugs [2]. - Liang Furui indicated that the fund will continue to focus on innovative pharmaceuticals in the third quarter, particularly in areas of overseas licensing and domestic sales expansion [3]. Market Trends - The A-share and Hong Kong stock markets have shown strong performance, with the Shanghai Composite Index and Hang Seng Index surpassing key levels of 3,500 and 24,000 points, respectively [2]. - The innovative drug sector has outperformed, with an annual growth rate exceeding 36% [2]. Broader Fund Performance - As of July 15, the equity fund index has risen by 7.95% year-to-date, outperforming the CSI 300 Index by over 6 percentage points [4]. - Several other funds, including the Bank of China Hong Kong Stock Connect Pharmaceutical Fund, have also reported significant growth, with some exceeding 90% [4]. Future Outlook - Fund managers express confidence in the innovative drug sector, citing strong clinical data and ongoing commercialization efforts as key drivers for future performance [5]. - The Hong Kong Stock Connect Innovative Drug Index is expected to continue its rebound, supported by international collaborations and policy optimizations [6].