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莫海波2025年三季度表现,社会责任定开基金季度涨幅65.99%
Sou Hu Cai Jing·2025-10-24 21:13

Core Insights - Fund manager Mo Haibo oversees two funds, with the best performance in the latest quarter being the Social Responsibility Open Fund (161912), which achieved a net value increase of 65.99% [1][2]. Fund Performance Summary - The Social Responsibility Open Fund (161912) has a scale of 7.33 billion yuan and an annualized return of 27.00%, with a quarterly increase of 65.99%. Its top holding is Zhaoyi Innovation (603986.SH), accounting for 9.67% of the net value [2]. - The Wan Jia Social Responsibility 18-Month Open Fund C has a scale of 0.32 billion yuan, an annualized return of 26.37%, and a quarterly increase of 65.78%, also holding Zhaoyi Innovation at 9.67% [2]. Historical Performance of Mo Haibo - During his tenure managing the Wan Jia He Xie Growth Mixed A Fund (519181), Mo Haibo achieved a cumulative return of 309.47% with an average annualized return of 14.4%. He made 90 adjustments to the heavy positions, with a success rate of 56.67% [2]. - Notable stocks with significant performance during his management include: - Ganfeng Lithium: 666.30% estimated return with a company performance growth of 1360.16% [5]. - Ningde Times: 95.25% estimated return with a company performance growth of 22.43% [5]. Stock Adjustment Cases - Examples of stock adjustments include: - Ganfeng Lithium was bought in Q3 2019 and sold in Q3 2021, yielding an estimated return of 666.30% [5]. - Ningde Times was bought in Q1 2020 and sold in Q4 2020, yielding an estimated return of 95.25% [5]. - Conversely, Tianqi Lithium was bought in Q4 2017 and sold in Q3 2019, resulting in an estimated return of -58.90% [5]. Heavy Position Adjustment Examples - The table of heavy position adjustments shows various stocks, their entry and exit quarters, company performance growth, and estimated returns, highlighting both successful and unsuccessful investments [3][4].