Group 1 - The core theme of the investment strategy meeting held by Fangzheng Fubang Fund is "Change and Innovation," focusing on investment opportunities and challenges in the upcoming year 2026 [1] - The Chief Investment Officer, Tang Ge, highlighted that the active equity fund returns in 2025 are expected to surpass the Shanghai and Shenzhen 300 Index, with the weighted average return of equity mixed funds reaching 33.39% compared to 17.98% for the index as of December 25 [1] - A-share revenue and profit growth are anticipated to recover, with the return on equity (ROE) stabilizing, supported by significant increases in private equity and margin financing, alongside a notable rise in trading volume and valuation [1] Group 2 - Tang Ge expressed optimism about the electronic and new energy sectors, particularly in lithium batteries, power equipment, PCB, and semiconductor storage, which are expected to benefit from advancements in AI technology and changes in energy demand and policies [2] - The company aims to continue expanding investment opportunities in 2026, emphasizing the importance of in-depth industry and company research for selecting investment targets [2]
方正富邦基金汤戈：以产业趋势视角探寻2026年投资机会
Zhong Guo Jing Ji Wang·2025-12-26 08:17