田瑀2025年三季度表现，中泰星宇价值成长混合A基金季度涨幅25.31%

Core Insights - The best-performing fund managed by Tian Yu in Q3 2025 is the Zhongtai Xingyu Value Growth Mixed A (012001), with a net value increase of 25.31% [1][2]. Fund Performance Summary - Zhongtai Xingyu Value Growth Mixed A (012001): - Size: 18.03 billion - Annualized Return: -2.65% - Q3 2025 Increase: 25.31% - Top Holding: China Jushi (600176.SH) - Price-to-Book Ratio: 9.51% [2] - Zhongtai Kaiyang Value Preferred Mixed A (007549): - Size: 17.33 billion - Annualized Return: 12.09% - Q3 2025 Increase: 24.13% - Top Holding: Wugang Yejin (000858.SZ) - Price-to-Book Ratio: 9.74% [2] - Zhongtai Xingcheng Value One-Year Holding Mixed A (010728): - Size: 2.93 billion - Annualized Return: 7.71% - Q3 2025 Increase: 13.32% - Top Holding: China Jushi (600176.SH) - Price-to-Book Ratio: 9.63% [2] - Zhongtai Kaiyang Value Preferred Mixed C (011437): - Size: 1.73 billion - Annualized Return: 1.31% - Q3 2025 Increase: 24.00% - Top Holding: Wugang Yejin (000858.SZ) - Price-to-Book Ratio: 9.74% [2] - Zhongtai Xingyu Value Growth Mixed C (012002): - Size: 1.03 billion - Annualized Return: -3.13% - Q3 2025 Increase: 25.16% - Top Holding: China Jushi (600176.SH) - Price-to-Book Ratio: 9.51% [2] - Zhongtai Xingcheng Value One-Year Holding Mixed C (010729): - Size: 0.54 billion - Annualized Return: 7.17% - Q3 2025 Increase: 13.18% - Top Holding: China Jushi (600176.SH) - Price-to-Book Ratio: 9.63% [2] Fund Manager Performance - Tian Yu has achieved a cumulative return of 101.44% during his tenure managing Zhongtai Kaiyang Value Preferred Mixed A (007549), with an average annualized return of 12.07% [2]. - During this period, there were 37 adjustments in the top holdings, with 22 profitable trades, resulting in a win rate of 59.46% [2]. Stock Adjustment Cases - Hualu Hengsheng: - Adjusted in Q2 2019, sold in Q4 2020 - Estimated Return: 115.83% - Company Performance Decline: -7.58% [3][4] - Dongfang Yuhong: - Adjusted in Q4 2019, sold in Q2 2023 - Estimated Return: 89.06% - Company Performance Increase: 80.80% [5] - Gaoneng Environment: - Adjusted in Q4 2021, sold in Q2 2024 - Estimated Return: -49.11% - Company Performance Increase: 85.26% [4][5]