翻倍基超百只！公募基金业绩解码：锚定新质生产力，“科技战队”正在崛起

Group 1 - The A-share market has experienced a significant upward trend since August, leading to a notable profit effect for actively managed equity funds, with over 30% of funds reaching historical net asset value highs [1][3] - A total of 1,616 out of 5,279 actively managed equity funds have achieved historical highs since August, with 105 funds doubling in value and 232 funds increasing by over 50% within the year [1][3] - The leading funds are primarily focused on technology innovation sectors such as artificial intelligence, innovative pharmaceuticals, and semiconductors, indicating proactive positioning by public funds in line with industry trends [1][3] Group 2 - The performance of actively managed equity funds is characterized by a "head effect" and the emergence of mid-generation fund managers, with top firms contributing significantly to the number of funds reaching new highs [3][4] - Notable fund managers, such as Wu Yang from E Fund and Wu Yuanyi from GF Fund, have achieved substantial returns by focusing on emerging growth sectors [3][4] - The common strategy among successful funds involves either anchoring on new productivity sectors like AI and innovative pharmaceuticals or aligning with industrial innovation trends through deep research and early positioning [4][6] Group 3 - The concept of "new productivity" has become a central narrative in the capital market, with public funds actively participating in this trend as a response to the evolving economic landscape [6][7] - The allocation of actively managed equity funds to the ChiNext and STAR Market has increased, with significant rises in their respective allocation ratios, indicating a clear trend of continued investment in these areas [6][7] - The electronics and pharmaceutical sectors have emerged as key areas of focus for fund managers, with substantial investments in semiconductor and innovative drug companies [7][8] Group 4 - Fund companies are enhancing their technological research capabilities, with a growing number of technology-themed funds and a significant total scale in the market [9][10] - E Fund has launched over 20 products targeting technology, manufacturing, and green sectors since 2019, reflecting a comprehensive approach to investment in new productivity areas [10][11] - The long-term opportunities in sectors such as technology, high-end manufacturing, and innovative pharmaceuticals are becoming increasingly clear, with public funds positioned to discover and capitalize on these opportunities [11][12]