Core Viewpoint - The report highlights the performance of the Bosera New Energy Theme Mixed A Fund, indicating a profit of 1.2893 million yuan in Q2 2025, with a net value growth rate of 1.09% and a fund size of 130 million yuan as of the end of Q2 2025 [2][14]. Fund Performance - As of July 18, 2025, the fund's one-year cumulative net value growth rate is 21.14%, ranking 76 out of 166 comparable funds [3]. - The fund's three-month cumulative net value growth rate is 12.31%, ranking 78 out of 171 comparable funds, while the six-month growth rate is 5.48%, ranking 102 out of 171 [3]. - Over the past three years, the fund has experienced a net value growth rate of -36.57%, ranking 71 out of 125 comparable funds [3]. Risk Metrics - The fund's Sharpe ratio over the past three years is -0.3446, ranking 78 out of 120 comparable funds [8]. - The maximum drawdown over the past three years is 54.57%, with the largest single-quarter drawdown occurring in Q2 2022 at 22.22% [10]. Investment Strategy - The fund maintains an average stock position of 85.75% over the past three years, with a peak of 89.88% at the end of Q1 2023 and a low of 79.24% at the end of 2021 [13]. - The fund manager has expressed optimism about lithium battery and wind power sectors, having increased positions in wind power-related stocks during Q2 2025 [2]. Top Holdings - As of the end of Q2 2025, the fund's top ten holdings include Ningde Times, Keda Industrial, Mingyang Smart Energy, Oriental Cable, Goldwind Technology, Putailai, Xinwangda, Longi Green Energy, Weilan Lithium, and Desay SV [17].
博时新能源主题混合A：2025年第二季度利润128.93万元 净值增长率1.09%
Sou Hu Cai Jing·2025-07-21 10:23