Sou Hu Cai Jing·2025-07-21 10:59Core Insights - The best-performing fund managed by Chen Yanpeng in the second quarter of 2025 is the Nuon He Xin Flexible Allocation Mixed Fund, with a quarterly net value increase of 3.55% [1][2] Fund Performance Summary - Nuon He Xin Flexible Allocation Mixed Fund (002560) has a scale of 27.13 billion yuan and an annualized return of 5.99%, with a quarterly increase of 3.55% [2] - Nuon Yi Xin Flexible Allocation Mixed A (002292) has a scale of 0.43 billion yuan, an annualized return of 6.85%, and a quarterly increase of 3.29% [2] - Nuon Yi Xin Flexible Allocation Mixed C (014550) has a scale of 0.08 billion yuan, an annualized return of 3.78%, and a quarterly increase of 3.18% [2] Investment Strategy and Stock Performance - During Chen Yanpeng's tenure as the manager of Nuon Yi Xin Flexible Allocation Mixed A, the cumulative return is 43.53% with an average annualized return of 7.44% [2] - The fund has made 111 adjustments to its heavy-weight stocks, with a success rate of 58.56%, resulting in two instances of doubling returns with a multiplier of 1.8 [2] Notable Stock Adjustments - Significant stock adjustments include: - Cambrian (688256) was bought in Q1 2023 and sold in Q1 2025, yielding an estimated return of 635.90% with a company performance growth of 65.56% [3][5] - Shengke Communication (688702) was bought in Q3 2024 and has been held for three quarters, yielding an estimated return of 95.79% with a company performance growth of 4.28% [3][5] - Yaguang Technology (300123) was bought in Q3 2020 and sold in Q1 2021, resulting in an estimated return of -40.67% with a company performance decline of 12.41% [4][5]