汇添富移动互联股票A（000697）基金经理为沈若雨。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓精智达。汇添富移动互联股票A（000697）二季度增持5.95万 股，持有股数99.68万股，占基金净值比例为3.45%，位居第七大重仓股。根据测算，今日浮盈赚取约 737.61万元。连续3天上涨期间浮盈赚取2294.57万元。 汇添富移动互联股票A（000697）成立日期2014年8月26日，最新规模23.17亿。今年以来收益66.2%， 同类排名117/4222；近一年收益108.72%，同类排名302/3813；成立以来收益151.3%。 9月22日，精智达涨5.03%，截至发稿，报154.42元/股，成交2.10亿元，换手率1.92%，总市值145.17亿 元。精智达股价已经连续3天上涨，区间累计涨幅18.56%。 资料显示，深圳精智达技术股份有限公司位于广东省深圳市龙华区龙华街道清湖社区清湖村富安娜公司 1号101工业园D栋1楼东，成立日期2011年5月31日，上市日期2023年7月18日，公司主营业务涉及新型 显示器件检测设备的研发、生产和销售业务。主营业务收入构成为：光学检测及校正修 ...

数据显示，国联安基金旗下1只基金位居赛微电子十大流通股东。国联安中证全指半导体产品与设备 ETF联接A（007300）二季度增持49.55万股，持有股数543.24万股，占流通股的比例为0.91%。根据测 算，今日浮盈赚取约771.41万元。连续3天上涨期间浮盈赚取1722.08万元。 国联安中证全指半导体产品与设备ETF联接A（007300）成立日期2019年6月26日，最新规模16.69亿。 今年以来收益36.93%，同类排名1144/4222；近一年收益113.21%，同类排名235/3813；成立以来收益 176.44%。 国联安中证全指半导体产品与设备ETF联接A（007300）基金经理为黄欣、章椹元。 9月22日，赛微电子涨5.37%，截至发稿，报27.86元/股，成交6.88亿元，换手率4.21%，总市值203.99亿 元。赛微电子股价已经连续3天上涨，区间累计涨幅13.62%。 资料显示，北京赛微电子股份有限公司位于北京市西城区裕民路18号北环中心A座2607室(德胜园区),北 京市北京经济技术开发区科创八街21号院1号楼，成立日期2008年5月15日，上市日期2015年5月14日， 公司主营 ...

Market Review - The A-share market showed a mixed performance last week, with the ChiNext Index, Small and Medium-sized Enterprises Board Index, and Sci-Tech 50 Index leading with returns of 2.34%, 1.99%, and 1.84% respectively, while the Shanghai Composite Index, CSI 300, and CSI 1000 lagged with returns of -1.30%, -0.44%, and 0.21% respectively [6][11] - The total trading volume of major broad-based indices increased, except for the ChiNext Index, indicating heightened market activity [14] - The power equipment and new energy, coal, and consumer services sectors performed well, with returns of 3.61%, 3.59%, and 3.52% respectively, while the comprehensive, banking, and non-ferrous metals sectors underperformed with returns of -4.09%, -4.09%, and -3.93% respectively [17][19] Fund Performance - A total of 40 new funds were established last week, with a total issuance scale of 744.28 billion yuan, marking an increase from the previous week [4][42] - The median return for active equity funds this year is 28.97%, outperforming flexible allocation and balanced mixed funds, which have median returns of 20.75% and 11.67% respectively [30][32] - The median return for index-enhanced funds was -0.13% last week, while the median return for quantitative hedging funds was -0.07% [33] Fund Issuance - Last week, 31 funds entered the issuance phase, with 10 funds set to begin issuance this week [4] - The number of funds reported for issuance was 37, a decrease from the previous week, including various ETFs and QDII products [5][6] Ant Fund Platform - As of September 19, 2.15 billion investors on the Ant Fund platform have achieved cumulative profits, with over 80% of investors in equity funds making profits, averaging a return of 12% [8][9] Regulatory Updates - Huatai-PB Asset Management received approval for licenses in Hong Kong, indicating a strategic move to integrate trading, advisory, and asset management services [10] Bond Market - The central bank's net reverse repurchase was 562.3 billion yuan, with a total of 18.268 trillion yuan in net open market operations [20][21] - The yield on government bonds increased across various maturities, with credit spreads widening [21][23] Convertible Bond Market - The China Convertible Bond Index fell by 1.55% last week, with total trading volume reaching 409 billion yuan, an increase of 24.7 billion yuan from the previous week [25] Fund Manager Changes - There were changes in fund managers for 83 funds across 38 fund companies last week, indicating potential shifts in management strategies [39] Fund Types - The number of ordinary FOF funds stands at 242, with target date funds at 119 and target risk funds at 152 [35][36]

Core Insights - The A-share market's upward trend has led to a significant recovery in the performance of active equity funds, with 90% of funds exceeding last year's net value [1] - Over 2.15 billion investors have achieved cumulative profits, excluding the returns from Yu'ebao, covering both active equity and passive index funds [1] Group 1: Fund Performance - More than 80% of equity fund investors have made profits this year, driven by the rise in the A-share market, with an average return of 28.03% for active equity funds [3] - As of September 12, the CSI 300 index has increased by 15.2% this year, with 80% of active equity funds outperforming the market [3] - The "Ant Financial Gold Selection" equity fund has an average return of 29.75%, surpassing the performance of the benchmark index [3] Group 2: Investment Behavior - Three key investment behaviors have significantly improved profitability for investors: diversified allocation, reasonable holding, and product selection [6] - Investors who effectively manage stock-bond allocation have a 6% higher probability of profit compared to those holding single assets [6] - Historical data shows that a classic stock-bond combination of 20% stock funds and 80% bond funds yielded an 11.85% return with a maximum drawdown of -5.04% from April 2019 to February 2022 [6] Group 3: Product Selection - The choice of investment products directly impacts the holding experience, with long-term stable products generally providing better returns than chasing annual "champion funds" [7] - Since 2019, the "Gold Selection" equity fund has achieved a return of 124.41%, compared to 95.86% for those who bought "champion funds" annually [7] - Investors should focus on the stability of excess returns, consistency in investment style, and stable management scale when selecting products [7]

Core Insights - The public fund market has shown strong performance, with 99% of equity funds achieving positive returns over the past year, leading to significant profits for investors [1][3] - Ant Fund reports that 215 million investors have realized profits, with over 80% of those investing in equity funds making gains this year [1][3] Fund Performance - The average return for equity funds held by investors is approximately 12%, with the probability of positive returns for selected equity funds being 17% higher than non-selected funds [3] - The average return for equity funds over the past year is close to 35%, with many funds doubling their value [3][4] Market Conditions - The recovery of the capital market, combined with increased policy support and ongoing economic transformation, suggests that equity funds will continue to have good investment value [5] - Short-term market volatility is expected, but long-term investment opportunities are gradually emerging [5] Investor Behavior - Investor behavior significantly impacts profitability, with diversified allocation, reasonable holding periods, and product selection enhancing profit probabilities [7][9] - Investors who maintain a balanced stock-bond allocation have better overall experiences and more stable long-term returns compared to those holding single products [7] Fund Selection Strategies - Selecting funds with a robust research and management system is crucial, as these funds typically exhibit better risk control and sustained performance [10] - Investors should consider their investment goals and risk tolerance when choosing between different types of equity funds, such as stock funds, mixed funds, or index funds [9][10]

Core Viewpoint - The article emphasizes the importance of selecting mutual funds based on the fund manager's ability to manage downturns and the consistency of the fund's performance over time, rather than focusing solely on short-term gains [3][4]. Group 1: Fund Selection Criteria - Investors should prioritize the fund manager's track record, particularly their ability to minimize losses during market downturns, as evidenced by performance metrics such as a fund's drawdown during challenging years [3]. - It is crucial to analyze the fund's holdings to ensure they align with the stated investment strategy; for example, a fund labeled as "technology" should not heavily invest in unrelated sectors like liquor [3]. - Historical performance of established funds should be preferred over new funds, as they provide clear insights into past performance and risk management, while new funds often rely on narratives without proven results [3]. Group 2: Investment Philosophy - The article advocates for a long-term investment approach, suggesting that once a reliable fund is chosen, it should be held for several years to realize its potential, rather than frequently trading based on short-term fluctuations [4]. - The focus should shift from seeking high-return "mythical funds" to finding stable funds that can provide consistent returns over time, emphasizing the importance of a fund that can accompany investors on their long-term journey [4].

时光不语，静待花开。也许你就是那位与金元宝结缘的幸运儿。 在这个充满诗意的秋日里，让我们一同见证彼此的成长与收获。长按识别上文海报二维码，或点击「阅读 原文」，开启你的专属收益回顾之旅。点赞并分享，让更多朋友感受投资路上的温暖相伴。 本材料不构成投资建议，观点具有时效性。本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不 保证基金一定盈利，也不保证最低收益。投资有风险，基金过往业绩不代表其未来表现。基金管理人管理的基金 的业绩不构成对其他基金业绩表现的保证。投资者投资基金时应认真阅读基金的基金合同、招募说明书、基金产 品资料概要等法律文件。基金管理人提醒投资者基金投资的"买者自负"原则，请投资者根据自身的风险承受能力 选择适合自己的基金产品。基金有风险，投资须谨慎。 春种一粒粟，秋收万颗子。2025年的A股，正热情回馈每一位坚守与智慧的投资者。 投资亦如农事，需要时间的沉淀，也需要阶段性审视和总结。值此金桂飘香的丰收时节，我们诚邀各位好 友查看今年的投资收益，回顾投资历程，有机会抱走丰厚好礼！ 扫码抽奖，100%有礼 ✿ 查看今年收益表现，即可获得1次专属抽奖机会 ✿ 分享收益成果至朋友圈，再享额外 ...

Group 1 - The core viewpoint of the news is that Mango Excellent Media has seen a stock price increase of 5.07%, reaching 33.35 CNY per share, with a total market capitalization of 62.389 billion CNY [1] - The company was established on December 28, 2005, and went public on January 21, 2015, primarily engaging in internet video services through Mango TV, new media interactive entertainment content production, and content e-commerce [1] - The revenue composition of the company is as follows: 81.87% from Mango TV internet video services, 10.16% from new media interactive entertainment content production and operation, 7.49% from content e-commerce, and 0.48% from other sources [1] Group 2 - Among the top ten circulating shareholders of Mango Excellent Media, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 1.1346 million shares in the second quarter, now holding 13.4527 million shares, which is 1.32% of the circulating shares [2] - The Huatai-PB CSI 300 ETF has a total scale of 374.704 billion CNY and has achieved a return of 16.82% this year, ranking 2921 out of 4222 in its category [2] - The fund has a one-year return of 45.1%, ranking 2310 out of 3805, and a cumulative return of 109.02% since its inception on May 4, 2012 [2]

华夏上证科创板50成份ETF（588000）基金经理为荣膺、赵宗庭。 9月19日，龙芯中科涨5.27%，截至发稿，报152.64元/股，成交3.40亿元，换手率0.56%，总市值612.09 亿元。 资料显示，龙芯中科技术股份有限公司位于北京市海淀区中关村环保科技示范园区龙芯产业园2号楼， 成立日期2008年3月5日，上市日期2022年6月24日，公司主营业务涉及处理器及配套芯片的研制、销售 及服务。主营业务收入构成为：信息化类芯片47.09%，工控类芯片35.82%，解决方案17.09%。 从龙芯中科十大流通股东角度 数据显示，华夏基金旗下1只基金位居龙芯中科十大流通股东。华夏上证科创板50成份ETF（588000） 二季度减持10.99万股，持有股数892.91万股，占流通股的比例为2.23%。根据测算，今日浮盈赚取约 6821.82万元。 华夏上证科创板50成份ETF（588000）成立日期2020年9月28日，最新规模833.43亿。今年以来收益 39.02%，同类排名1073/4222；近一年收益113.99%，同类排名264/3805；成立以来收益0.69%。 截至发稿，荣膺累计任职时间9年321 ...

Core Viewpoint - The stock price of Yinstar has increased by 5.02% on September 18, reaching 88.88 CNY per share, with a trading volume of 321 million CNY and a turnover rate of 12.66%, resulting in a total market capitalization of 10.304 billion CNY. The stock has seen a cumulative increase of 3.59% over the past five days [1]. Company Overview - Yinstar Rare Magnetic Materials Co., Ltd. is located in Baotou, Inner Mongolia, and was established on June 28, 2011. The company specializes in the research, production, and sales of rare earth permanent magnetic materials [1]. - The revenue composition of Yinstar is as follows: 50.02% from magnetic component application devices, 40.23% from single magnetic application devices, and 9.75% from other supplementary sources [1]. Shareholder Information - Among the top ten circulating shareholders of Yinstar, a fund under Southern Fund has entered the list. The Southern CSI 1000 ETF (512100) newly acquired 323,300 shares in the second quarter, representing 1.12% of the circulating shares. The estimated floating profit today is approximately 1.374 million CNY, with a floating profit of 947,300 CNY during the five-day increase [2]. - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY. Year-to-date returns are 28.17%, ranking 1822 out of 4222 in its category; the one-year return is 72.87%, ranking 1263 out of 3804; and the return since inception is 13.43% [2]. Fund Management - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 317 days. The total asset scale under management is 94.976 billion CNY, with the best fund return during the tenure being 142.69% and the worst being -15.93% [3].