两大方向成焦点！公募上半年业绩榜揭晓

Group 1 - The core viewpoint of the news is that public funds focusing on the North Exchange and innovative pharmaceuticals have shown remarkable performance in the first half of 2025, with specific funds achieving significant returns [1][2]. - The top three performing public funds as of June 30, 2025, are: 1. CITIC Construction Investment North Exchange Selected Two-Year Open Fund with a return of 82.45% 2. Great Wall Pharmaceutical Industry Selected Fund with a return of 75.18% 3. Huaxia North Exchange Innovative Small and Medium Enterprises Selected Fund with a return of 72.16% [1]. - Over the past three, five, and ten years, the top-performing funds have been: 1. Huaxia North Exchange Innovative Small and Medium Enterprises Selected Fund with a return of 175.64% 2. Jinyuan Shun'an Yuanqi Fund with a return of 297.96% 3. Huashang New Trend Preferred Fund with a return of 361.6% [1]. Group 2 - The North Exchange theme funds have performed exceptionally well, with two of the top three funds being North Exchange theme funds. CITIC Construction Investment North Exchange Selected Fund ranks first [2]. - The top holdings of CITIC Construction Investment North Exchange Selected Fund include companies listed on the North Exchange, indicating a strong focus on this market [2]. - The fund manager of CITIC Construction Investment has expressed optimism about the long-term investment potential of North Exchange companies, while also emphasizing the need to manage external uncertainties [2][3]. Group 3 - Funds focused on innovative pharmaceuticals, particularly in the innovative drug sector, have also shown strong performance, with six out of the top ten funds investing heavily in this area [4]. - The Great Wall Pharmaceutical Industry Selected Fund, managed by Liang Furui, has become the runner-up in performance, with significant holdings in companies that have seen their stock prices double this year [4]. - The fund manager believes that the innovative drug sector is at a pivotal moment, with improvements in overseas research collaborations and financial reports expected to drive future growth [4].