9月22日，平安基金旗舰产品平安策略先锋混合基金（700003）净值再次创下历史新高。历经多轮市场 环境检验，该产品近7年收益率超421%，在全市场所有基金里面位列前10！ 在此次净值创新高的背后，亦是基金经理神爱前坚持以"业绩成长"为投资本源、深耕产业趋势研究与公 司盈利分析的投资体系长期有效的体现。 面对当前A股上证指数在3800点震荡的局面，神爱前认为,外部环境逐渐进入稳定预期，同时内部经济企 稳筑底，政策积极呵护，整体权益市场或将进入稳定的内外部环境当中。在这种环境下，权益市场可能 将迎来结构性机会，将积极关注和寻找一些基本面明显变好、景气趋势向上的结构机会。 业绩成长是投资本源，大道至简，抓住本源 在神爱前看来，业绩成长是投资的本源，大道至简，抓住本源，不迷信、不偏执，将关注点聚焦在比较 公司业绩成长上。因此，他重点关注企业盈利增长趋势引起的投资机会，从经济周期、产业周期、供需 变化等因素出发分析企业盈利的成长性和持续性，从竞争力、商业模式、景气周期等因素出发分析企业 估值的合理性。 正因为投资体系的普适性，神爱前的投资能力圈较为广泛，在过往投资经历中，擅长科技、高端制造、 消费、医药、新能源、有色 ...

Core Viewpoint - The company, Zhongtung High-tech, has confirmed its production capacity for various rare metals and indicated that rising prices of by-products could enhance its profitability [2] Production Capacity - The company’s subsidiary, Shizhu Garden, is a large tungsten polymetallic mine, primarily producing tungsten concentrate, with by-products including molybdenum concentrate, bismuth concentrate, and fluorite [2] - The annual production of molybdenum concentrate and bismuth concentrate is approximately 1,500 tons each [2] - The annual production of fluorite is around 320,000 tons [2] Impact of Price Increases - The company stated that an increase in the prices of its by-product metals would positively impact its profitability [2]