翻倍基超百只！公募基金业绩解码：锚定新质生产力，“科技战队”正在崛起

Core Viewpoint - The A-share market has experienced a significant upward trend since August, leading to substantial profits for actively managed equity funds, with over 30% of these funds reaching historical net asset value highs [2][4]. Group 1: Fund Performance - As of August 20, 2023, among 5,279 actively managed equity funds, 1,616 have achieved historical net asset value highs since August, representing over 30% of the total [4]. - In the past year, 105 funds have doubled in value, and 232 funds have increased by over 50% [2][4]. - Leading funds are primarily focused on sectors such as artificial intelligence, innovative pharmaceuticals, and semiconductors, indicating a forward-looking investment strategy by public funds [2][4]. Group 2: Leading Institutions and Managers - Top institutions like E Fund, Fortune, Southern, GF, and China Universal have over 40 funds each that have reached new net asset value highs [4]. - The top 20 public funds contributed nearly 50% of the total funds that achieved new highs, with 802 funds in total [4]. - Emerging mid-generation fund managers are gaining prominence, with notable performances from E Fund's Wu Yang and GF's Wu Yuanyi, achieving returns of nearly 150% and 160% respectively [4][5]. Group 3: Sector Focus and Investment Trends - The focus on new quality productivity as a core driver of China's economic high-quality development has become a central narrative in the capital market [8]. - The allocation to the ChiNext and STAR Market has increased, with the proportion of active equity funds in the ChiNext rising from 16.6% to 19.0% and in the STAR Market from 15.2% to 15.4% [8][9]. - The electronics and pharmaceutical sectors are the primary focus for increased allocations, with the electronics sector's market value reaching 4,392 billion yuan [9]. Group 4: Technological Investment Strategies - The market has seen a rise in technology-themed funds, with 531 such funds currently available, totaling 4,264.39 billion yuan in assets [11]. - Leading firms like E Fund and Nuon have established comprehensive technology investment strategies, with E Fund launching over 20 related products since 2019 [12]. - The development of new quality productivity is viewed as a long-term narrative, with public funds expected to play a significant role in identifying future investment opportunities [14].