战略赋能突破重围！中加基金打造出多款科技赛道领跑产品

Core Insights - The China International Service Trade Fair 2025 opened in Beijing, focusing on "Digital Intelligence Leadership" with discussions centered around "Tech Finance" and "New Quality Productivity" [2] - Zhongjia Fund was awarded the title of "Best Cooperation Partner in Financial Services" and hosted a tech finance investment strategy sharing session [2] - Zhongjia Fund aims to become the direct executor of Beijing Bank's strategy to build a "specialized, refined, characteristic, and innovative" asset management brand [2][4] Performance Metrics - As of September 1, 2025, Zhongjia Fund's equity product "Zhongjia Specialized, Refined, Characteristic, and Innovative Quantitative" achieved a year-to-date return of 51.97%, ranking first among similar themed funds [2][13] - The fund's maximum drawdown since inception was only 12.77%, compared to an average maximum drawdown of 17% for similar funds [13] Market Context - The term "specialized, refined, characteristic, and innovative" has evolved into a clear investment theme in the secondary market, with 80.6% of newly listed A-share companies in the first half of 2025 falling into this category [3] - By August 2025, nearly 1,350 specialized, refined, characteristic, and innovative companies were listed on the Shanghai, Shenzhen, and Beijing exchanges, accounting for a quarter of all A-share companies [3] Strategic Positioning - Zhongjia Fund's approach to the tech growth sector is not opportunistic but rather a long-term strategic plan initiated in 2020, aligning with national industrial upgrade directions [6][7] - The fund has built a comprehensive investment matrix in the tech sector, establishing multiple thematic funds covering various stock exchanges [6][7] Team and Expertise - Zhongjia Fund has invested in recruiting a team of professionals with backgrounds in new technologies and industries to enhance its understanding of high-tech sectors [8] - The new generation of fund managers brings expertise in areas such as AI chips and new consumption, contributing to the company's competitive edge in tech growth investments [8] Systematic Approach - The fund employs a self-developed multi-factor quantitative model that integrates various investment factors, allowing for systematic diversification and risk management [14] - This systematic approach enables Zhongjia Fund to balance aggressive returns with its traditional risk-averse banking background, demonstrating that a bank's risk control can coexist with equity investment demands [12][14] Broader Implications - Zhongjia Fund's success illustrates how a traditional financial institution can innovate and adapt to long-term investment strategies, providing a model for industry transformation [18] - The company's commitment to long-term value and strategic collaboration within the Beijing Bank system strengthens its position in the competitive investment landscape [17][18]