CATL(SZ:300750) Sou Hu Cai Jing·2025-09-17 08:54Core Insights - The article highlights the significance of billion-yuan fund managers in the public fund industry, particularly their influence on market trends and performance [1] - As of the second quarter of 2025, 15 fund managers have surpassed a management scale of 10 billion yuan, indicating a resurgence of actively managed equity funds in the A-share market [1][4] - The top three fund managers by management scale are from Huatai, Yongying, and Zhongou funds, with notable stocks including Shenghong Technology, Tencent Holdings, and CATL being heavily invested by multiple managers [1][4] Fund Manager Performance - Zhang Wei from Huatai Fund leads with a return of 75.67% and manages approximately 16.764 billion yuan across six funds [7] - Yang Dong from Fuguo Fund ranks third with a return of 61.18% and manages about 10.366 billion yuan across five funds [8] - Zhang Lu from Yongying Fund has seen a net increase of 13.388 billion yuan in management scale, achieving a return of 69.39% [12] Fund Management Trends - The article notes that the threshold for the top 10 fund managers based on returns this year is set at 35.05% [4] - Yongying Fund has two managers in the top ranks for management scale growth, indicating strong performance in this area [9] - The top stocks held by these fund managers reflect a focus on technology and healthcare sectors, with significant gains noted in their portfolios [7][12][13]