近一年权益业绩行业第四 泰信基金差异化投研成效明显

Core Viewpoint - The article highlights the competitive landscape of the public fund industry, emphasizing how mid-sized asset management firms like Taixin Fund are successfully navigating challenges through differentiated strategies and strong performance in specific sectors [1][2]. Group 1: Performance Metrics - As of June 30, 2025, Taixin Fund ranked 4th among 166 public funds in terms of equity asset performance over the past year, with its excess returns ranking 2nd in the industry [1]. - The Taixin Xin Xuan Mixed A and Taixin Small Cap Selected Mixed funds, managed by Dong Jizhou, ranked 1st and 17th respectively in their category over the past year [1]. Group 2: Investment Strategy - Taixin Fund focuses on differentiated strategies, emphasizing hard technology sectors such as AI, semiconductors, new energy vehicles, biomedicine, and consumption upgrades [2]. - The company is constructing a product matrix for absolute returns, accelerating the deployment of quantitative strategies in equity investments, and enhancing its fixed income product line from short-term bonds to "fixed income+" [2]. Group 3: Research and Development - The firm has established a quantitative research team that integrates talents from mathematics, AI, and financial engineering to develop models based on big data and machine learning [2]. - Taixin Fund is upgrading some of its older products, such as transforming the Taixin Smart Growth Mixed fund into a "quantitative + active" hybrid strategy product to enhance value discovery and minimize drawdowns [2]. Group 4: Market Trends and Opportunities - Dong Jizhou has been focusing on the semiconductor sector since 2020, capitalizing on domestic substitution opportunities, with a current emphasis on AI technology applications such as digital SoC chips and AIGC software [3]. - The emergence of AI technologies, particularly models like DeepSeek, is reshaping the competitive landscape and boosting confidence in the domestic technology sector, prompting investors to reassess the innovation capabilities and growth potential of Chinese tech companies [3].