Core Viewpoint - Ping An Fund demonstrates its core investment research capabilities through successful identification of structural market opportunities and strong performance of its actively managed equity funds, with 60% of its funds achieving over 50% returns in the past year [1][2][3]. Group 1: Performance Highlights - In the past year, 32 out of 53 actively managed equity funds from Ping An Fund have achieved returns exceeding 50%, while 43 funds have surpassed 30% [1]. - Notable fund managers such as Zhou Sicong and Zhang Yinxian have capitalized on themes like innovative pharmaceuticals and robotics, leading to significant returns [2][3]. - The Ping An Advanced Manufacturing Theme A fund achieved a remarkable return of 146.26% in the past year, with a drawdown of less than 25% [3]. Group 2: Investment Strategies - Ping An Fund employs a "Four Truths" integrated research mechanism, focusing on genuine mechanisms, teams, talents, and communication to enhance performance [5][6]. - The fund's strategy includes deep industry research and a focus on high-certainty companies within the robotics supply chain [3][9]. - Fund managers are encouraged to share diverse investment styles and experiences, fostering a collaborative environment that enhances overall performance [9][10]. Group 3: Fund Manager Insights - Zhou Sicong emphasizes the potential of the innovative pharmaceutical sector, predicting significant growth opportunities by 2025 [3][10]. - Other fund managers, such as Ding Lin and Wang Hua, have also achieved impressive returns by strategically allocating assets across various sectors, including new consumption and military industries [4][9]. - The Ping An Strategy Pioneer fund, managed by Shen Aiqian, has shown a net value growth rate of 407.78% since its inception [41]. Group 4: Research Mechanism - The "Four Truths" mechanism promotes transparency and performance-based evaluations among fund managers and researchers [7][11]. - The integration of research and investment practices allows for real-time feedback and continuous improvement in investment strategies [8][9]. - Ping An Fund has established a diverse research team covering multiple investment styles and strategies, ensuring a robust investment approach [11]. Group 5: Future Outlook - Ping An Fund remains committed to long-term investment principles, prioritizing the interests of its investors and focusing on in-depth research to uncover quality investment opportunities [11]. - The fund's proactive approach aims to deliver sustainable returns regardless of market fluctuations [11].

Core Viewpoint - The article emphasizes the impressive performance of Ping An Fund's equity investment capabilities, highlighting their ability to capture structural market opportunities and achieve significant returns through a well-integrated research and investment mechanism known as the "Four Truths" [2][9]. Group 1: Performance Highlights - In the past year, 60% of Ping An Fund's actively managed equity funds (32 out of 53) achieved returns exceeding 50%, while 80% (43 funds) surpassed 30% [2]. - Notable fund managers like Zhou Sicong and Zhang Yinxian have successfully capitalized on themes such as innovative pharmaceuticals and robotics, with their funds achieving returns of 109.98%, 108.82%, and 146.26% respectively [5][6]. - The fund's performance in the AI sector also stands out, with returns of 88.61% and 66.14% from key products managed by fund managers Zhai Sen and Lin Qingyuan [6]. Group 2: Investment Strategy - Ping An Fund employs a dual strategy of "thematic tracks and full-market stock selection," allowing for diversified investment across various sectors [3]. - The fund managers focus on high-growth areas such as innovative pharmaceuticals, robotics, and AI, which have shown significant market potential [4][5][6]. - The "Four Truths" mechanism supports this strategy by ensuring that research outcomes are effectively translated into practical investment decisions [9]. Group 3: Research and Development Mechanism - The "Four Truths" mechanism consists of "True Mechanism, True Team, True Talent, and True Words," which collectively enhance the fund's investment performance [9][12]. - The internal culture promotes transparency and meritocracy, allowing fund managers and researchers to collaborate closely and share insights [10][11]. - The fund emphasizes continuous talent development through a dual approach of internal training and external recruitment, fostering a diverse and skilled investment team [13]. Group 4: Future Outlook - Looking ahead, Ping An Fund remains committed to long-term investment principles, prioritizing the interests of investors and focusing on in-depth research to uncover quality investment opportunities [14].