- The report mentions the performance of enhanced index funds, including the Ping An CSI 300 Quantitative Enhanced A fund, which achieved an excess return of 2.01% last week relative to its benchmark[5][41][43] - The Great Wall CSI 500 Enhanced A fund delivered an excess return of 0.84% last week, while the Changxin CSI 1000 Enhanced A fund achieved an excess return of 1.47% during the same period[5][41][43] - The Huixintong Guozheng 2000 Enhanced A fund performed best among the Guozheng 2000 Enhanced Index funds, with an excess return of 0.69% last week[5][41][43] - Over the past year, the best-performing enhanced index fund in the CSI 300 category was the E Fund CSI 300 Select Enhanced A fund, with an excess return of 13.34%[42][43] - In the CSI 500 category, the Penghua CSI 500 Enhanced A fund achieved the highest excess return of 17.85% over the past year[42][43] - The Huixintong CSI 1000 Enhanced A fund delivered the best performance in the CSI 1000 category, with an excess return of 25.83% over the past year[42][43] - The Huixintong Guozheng 2000 Enhanced A fund also led the Guozheng 2000 category, with an excess return of 30.78% over the past year[42][43]

Core Viewpoint - The recent performance of small and mid-cap stocks has been strong, driven by favorable fundamentals and liquidity easing, leading to significant net value increases in several thematic funds [1] Group 1: Market Performance - Small and mid-cap stocks have shown remarkable performance recently, benefiting from positive fundamentals and liquidity conditions [1] - The inflow of funds into these stocks has led some funds to limit new investments and reduce their positions due to capacity constraints [1] Group 2: Regulatory Impact - The China Securities Regulatory Commission (CSRC) has issued an "Action Plan for Promoting the High-Quality Development of Public Funds," which emphasizes the constraints of performance benchmarks on public products [1] - Public funds may increasingly use the CSI 800 or CSI 1000 as benchmarks when setting performance standards, which could significantly impact their investment strategies in small and mid-cap stocks [1]