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叶乐天2025年三季度表现,建信央视财经50指数(LOF)基金季度涨幅7.99%
Sou Hu Cai Jing·2025-10-24 21:13

Core Insights - The article highlights the performance of various funds managed by Ye Letian, showcasing significant returns and stock adjustments over time [1][2][3][4][6] Fund Performance - The Jianxin CCB CCTV Finance 50 Index (LOF) fund has a scale of 3.35 billion yuan with an annualized return of 10.10% and a Q3 2025 increase of 7.99%, with its top holding being Heng Rui Pharmaceutical at 6.32% of net value [1] - Ye Letian's management of the Jianxin CSI 500 Index Enhanced A fund resulted in a cumulative return of 223.79% and an average annualized return of 10.52%, with 341 stock adjustments during his tenure, achieving a win rate of 51.91% [1] Stock Adjustment Cases - Notable successful stock adjustments include: - Dongfang Caifu: Purchased in Q4 2014, sold in Q2 2015, with a holding period return of 358.31% and a company profit growth of 1015.45% [1][3] - Shanghai Electric: Acquired in Q3 2024 and sold in Q4 2024, yielding an estimated return of 98.88% with a revenue growth of 1.21% [4] Underperforming Stocks - The article also details underperforming stocks managed by Ye Letian: - Xingyuan Environment: Bought in Q4 2017 and sold in Q3 2018, resulting in a loss of 73.86% with a revenue decline of 23.60% [5][6] - Other underperforming stocks include Changtong Group and Baolixin, with estimated losses of -60.24% and -59.05% respectively [2]