Group 1 - The A-share market has shown significant structural trends, leading to notable performance differentiation among equity funds, particularly those with assets exceeding 10 billion yuan [2][21] - As of April 21, 2025, there are 28 equity funds with assets over 10 billion yuan, with carbon neutrality and high-end manufacturing being key performance drivers [2] - The performance of the equity funds managed by Shen Ai Qian has been underwhelming, contrasting with the overall market trends [2][21] Group 2 - Shen Ai Qian has a history of strong performance, with his managed funds achieving returns exceeding 60% for three consecutive years during the bull market from 2019 to 2021 [5] - However, recent performance has declined, with the Ping An Quality Preferred Mixed A Fund showing a return of -34.13% since inception and -4.26% year-to-date [6][21] - The fund's high turnover rate, reaching 956% in the fourth quarter of 2024, has contributed to increased volatility and transaction costs, negatively impacting overall returns [7][21] Group 3 - The Ping An Quality Preferred Mixed A Fund has seen significant redemptions since its inception, with net assets decreasing to 1 billion yuan as of March 31, 2025, from an initial 2.476 billion yuan [21][37] - Shen Ai Qian's management style has been criticized for a lack of clarity in investment strategy, leading to investor dissatisfaction and calls for a change in management [9][38] - The fund's performance has been affected by frequent trading and a lack of stable investment positions, making it vulnerable to market fluctuations [7][35] Group 4 - Shen Ai Qian's funds exhibit a high degree of overlap in holdings, which may amplify market volatility and lead to collective declines in net asset values [35] - The Ping An Xing Yi Growth One-Year Holding Mixed A Fund has also experienced a decline in performance, with a return of -26.98% since inception [22][37] - The overall management scale of Shen Ai Qian has shrunk from 8.8 billion yuan in Q1 2023 to 4.079 billion yuan currently, indicating investor concerns about his management capabilities [37][38]

文 | 银行螺丝钉 （转载请注明出处） 最近，基金2024年的年报陆续更新了，也跟大家分享一下更新后的主动基金经理池信息汇总图。 方便大家一目了然的查询。 包括基金池中，基金的风格、股票比例、从业时间、 行业偏好、 换手率、重仓股估值、持股集中度、基金规模等情况。 文章主要包括两个部分： 陈皓 成长 2012 O 韩威俊 2016 O 贾健 2021 9 苗宇 2015 O 唐颐恒 2014 O 杨世进 2020 O 张峰 2009 O 代云锋 2017 ● 徐治彪 2015 （1）信息汇总长图； （2）基金定期报告如年报该怎么看。 | 深度 | 鲍无可 | 260112.OF | 景顺长城能源基建A | | --- | --- | --- | --- | | | 姜诚 | 006567.OF | 中泰星元价值优选A | | 价值 | 徐彦 | 008269.OF | 大成睿享A | | | 周云レ 何帅 | 000480.OF 519697.OF | 东方红新动力A 交银优势行业 | | | 遭配 张坤 | 005267.OF 005827.OF | 嘉实价值精选 易方达蓝筹精选 | | | 傅鰐博 | 0 ...