“赢”接硬核科技时代！永赢基金2025年中策略会精彩回顾

Core Viewpoint - The article highlights the significant performance of structural opportunities in the market, particularly in hard technology sectors such as humanoid robots, innovative pharmaceuticals, and cloud computing, which saw index increases of over 15% in the first half of the year [1][28]. Group 1: Investment Strategy and Product Overview - Yongying Fund has developed an investment system tailored to the local market, focusing on forward-looking industry research and structural opportunities, moving away from simplistic bull-bear thinking [3][5]. - The "1+N" equity investment ecosystem categorizes active equity products into four types: comprehensive, style-based, tool-based (Intelligent Selection Series), and strategy-based (Wisdom Selection Series) [3][5]. - The Intelligent Selection products are designed to focus on high-growth, policy-supported emerging industries, with each product matched to fund managers who align with the investment focus [5][6]. Group 2: Market Outlook and Key Sectors - The article discusses the anticipated growth in hard technology sectors, particularly humanoid robots, innovative pharmaceuticals, and cloud computing, which are expected to drive significant investment opportunities [7][12]. - Humanoid robots are projected to become a major consumer product, with a compound annual growth rate of 100% over the next six years, potentially leading to explosive growth post-2025 [14]. - The demand for overseas computing power is expected to surge, driven by successful AI applications like ChatGPT, with significant investments from major cloud service providers [17][19]. - The innovative pharmaceutical sector is positioned to capitalize on global market opportunities, leveraging China's clinical efficiency and industry chain advantages [21]. - The low-altitude economy is recognized as a strategic national priority, with significant potential to reshape economic growth, particularly in eVTOL and drone logistics [22]. - The semiconductor industry, particularly in light of domestic advancements in photolithography technology, is seen as a critical area for investment, with potential for substantial returns [24]. Group 3: Conclusion and Future Prospects - The article concludes that the acceleration of technological breakthroughs in China is creating unprecedented structural investment opportunities, with new productive forces driving the rise of the nation [25].