Zhong Guo Jing Ji Wang·2025-08-03 23:20Core Insights - As of July 31, 2025, 988 out of 1032 comparable ordinary equity funds reported positive performance, representing a high success rate of 96% [1] - The top-performing funds in July included Yongying Medical Health A and C, and Caitong Integrated Circuit Industry Stocks A and C, with increases of 38.16%, 38.14%, 31.79%, and 31.70% respectively [1] - The medical and healthcare sector has shown significant growth, with many medical-themed funds achieving impressive returns, including Red Soil Innovation Medical Care Stocks and Anxin Medical Health Stocks, both exceeding 28% in July [2][3] Fund Performance - Yongying Medical Health's top ten holdings in Q2 included Shuyou Shen, Hotgen Biotech, and Yifang Biotech, with Shuyou Shen's stock price increasing nearly 40% in July and fivefold over three months [1] - Caitong Integrated Circuit Industry Stocks, managed by Jin Zicai, saw substantial monthly gains in stocks like Shijia Photon and Shengyi Electronics, contributing to the fund's strong performance [2] - Anxin Medical Health's top holdings included Sanofi and Yipin Hong, with Yipin Hong's stock rising over 50% in July [2] Manager Profiles - The current manager of Yongying Medical Health is Shan Lin, who has a background in pharmaceutical research and has been managing the fund since March 2025 [1] - Jin Zicai, managing Caitong Integrated Circuit Industry Stocks, has nearly 11 years of experience in public fund management [2] - The managers of Red Soil Innovation Medical Care and other medical funds have extensive experience in the healthcare sector, contributing to their funds' strong performance [3] Sector Analysis - The biopharmaceutical sector has been a standout performer in 2025, with numerous funds in this category achieving significant returns [2] - The consumer sector, however, faced challenges, with funds like Guoshou Anbao Quality Consumption Stocks experiencing declines of over 6% in July [3][4]