Core Viewpoint - In July, the A-share market exhibited characteristics of "index breakthrough, hot rotation, and increased trading volume," with the Shanghai Composite Index surpassing 3500 points for the first time on July 9 and closing above 3600 points by the end of the month. Key sectors driving the market included AI computing power and the Yarlung Tsangpo River hydropower station [1]. Private Equity Performance - As of July 31, there were 533 fund managers with at least three products meeting ranking criteria, achieving an average return of 15.01% year-to-date. Fund managers from firms with over 100 billion yuan in assets had an average return of 17.82%, ranking first among six size categories [2]. Fund Manager Rankings by Size - 100 Billion and Above: 64 fund managers, with top performers including Lu Hang from Fusheng Asset, who focuses on new consumption and technology [3][6]. - 50-100 Billion: 47 fund managers, with Tong Xun from Tong Xun Investment leading the pack [7][10]. - 20-50 Billion: 83 fund managers, with Li Jiajia from Haokun Shengfa Asset taking the top spot [11][12]. - 10-20 Billion: 72 fund managers, with Zhai Jingyong from Rongshu Investment ranking third, focusing on semiconductor and top-tier manufacturing sectors [14][18]. - 5-10 Billion: 90 fund managers, with Liu Xianglong from Fuyuan Capital achieving the highest returns [20]. - 0-5 Billion: 177 fund managers, with Yao Yong from Qinxing Fund leading this category [21][23]. Market Insights - The private equity sector is experiencing a positive trend, with many fund managers achieving significant returns amid a favorable market environment. The focus on sectors such as AI and new consumption is expected to continue driving performance [1][6][18].
基金经理年内最新10强揭晓!陆航、李剑飞、翟敬勇位居前列
Sou Hu Cai Jing·2025-08-18 06:55