Core Viewpoint - The AI Fund Xin'ao New Energy Selected Mixed A (012079) reported a profit of 57.28 million yuan for Q2 2025, with a net asset value growth rate of 1.94% and a fund size of 3.454 billion yuan as of the end of Q2 2025 [3][16]. Fund Performance - As of July 17, the fund's unit net value was 1.68 yuan, with a one-year cumulative growth rate of 65.13%, ranking 6th out of 166 comparable funds [3][4]. - The fund's performance over the last three months showed a growth rate of 17.22%, ranking 26th out of 171 comparable funds, and a six-month growth rate of 19.99%, ranking 24th out of 171 [4]. - The fund's three-year Sharpe ratio was 0.3537, ranking 5th out of 120 comparable funds [10]. Risk and Drawdown - The fund's maximum drawdown over the last three years was 50.54%, ranking 74th out of 120 comparable funds, with the largest single-quarter drawdown occurring in Q1 2024 at 31.85% [12]. Investment Strategy - The fund maintains a high average stock position of 91.66% over the last three years, compared to the industry average of 87.08% [15]. - The fund has a high concentration in its top ten holdings, which have consistently exceeded 60% over the past two years. As of Q2 2025, the top ten holdings included companies like Stone Technology, Xiaopeng Motors, and CATL [19]. Market Outlook - The fund manager anticipates a trend of "anti-involution" across various industries, suggesting that companies will prioritize quality and reasonable pricing to attract consumers, thereby building brand equity [3].
信澳新能源精选混合A：2025年第二季度利润5728.38万元 净值增长率1.94%
Sou Hu Cai Jing·2025-07-18 03:13