近140%收益跻身2025年公募业绩榜前十强，汇安成长优选做对了什么？

Core Insights - The A-share market experienced a structural bull market in 2025, benefiting public equity funds, particularly active equity funds, which excelled in capturing structural opportunities through industry allocation and stock selection [1] - The Hui'an Growth Preferred Mixed Fund achieved an impressive annual return of 139.91%, ranking 8th among public funds, showcasing its strong alpha generation capabilities [1] Group 1: Fund Performance - In 2025, 90 products doubled their returns, with 75 being active equity products, representing over 80% of the total [1] - The Hui'an Growth Preferred Mixed Fund's success is attributed to its focus on high-growth technology sectors and effective strategies such as heavy investment in AI core chains and precise structural optimization [1][2] Group 2: Manager's Strategy - Fund manager Dan Bailin employs an "engineer-like" perspective, focusing on industrial chain value migration and detailed industry analysis, which allows for identifying overlooked investment opportunities [2] - Since taking over the fund in Q2 2023, Dan Bailin has prioritized investments in the AI sector, adjusting allocations based on market conditions and performance expectations [2] Group 3: Investment Philosophy - Dan Bailin emphasizes the importance of "industrial cycle anchors" and "data anchors" to maintain a calm approach amidst market volatility, prioritizing industrial trends and hard data over emotional market reactions [3] - The fund has strengthened its research team, promoting a collaborative environment that encourages diverse perspectives and rigorous decision-making, which enhances its ability to identify high-growth sectors and manage risks effectively [3]