Group 1 - The "Sun Tzu" fund pool has achieved a stable outperformance against the equity fund index, with an annualized return of 13.14% and an excess return of 6.79% as of July 31, 2025, while maintaining a low annualized volatility of 21.59% and a Sharpe ratio of 0.61, indicating a favorable risk-return profile [1][11] - The unknown return fund pool has consistently outperformed the equity fund index in most years, with an annualized return of 15.80% and a Sharpe ratio of 0.69, demonstrating strong performance in both rising and falling markets, achieving an excess return of 10.32% in the last three months [1][14] - The flexible trading fund pool has captured structural market opportunities, yielding an annualized return of 11.07% and an excess return of 4.43% compared to the equity fund index, with a history of low excess drawdown [2][18] Group 2 - The stock-picking pioneer fund pool has shown strong return elasticity, with an annualized return of 11.14% and an excess return of 4.49% against the equity fund index, particularly excelling in bull markets [2][23] - The hotspot tracking fund pool has outperformed the market in most years, achieving an annualized return of 12.18% and an excess return of 5.53% compared to the equity fund index, although its performance has weakened recently due to short-lived market trends [2][28] - The risk-averse fund pool has demonstrated stable excess returns, with an annualized return of 11.64% and an excess return of 5.00% against the equity fund index, effectively managing risks in both rising and falling markets [3][33] Group 3 - The low Beta fund pool has shown strong defensive characteristics, with an annualized return of 8.06% and an excess return of 2.08% compared to the equity fund index, particularly excelling during market downturns with excess returns of 10.12% and 2.45% in 2023 and 2024 respectively [3][38]

Core Insights - The speech by Yin Kuo emphasizes the need for traditional consumer goods industries, particularly in the oral care sector, to adopt innovative practices similar to those in the technology sector to achieve breakthrough growth [1][2] Group 1: Industry Trends - The oral care industry has historically been viewed as traditional and unremarkable, yet it is essential due to its high-frequency consumer demand [1] - The era of slow product iteration is over; companies must adapt quickly to changing consumer preferences or risk being forgotten [1][2] Group 2: Lessons from Technology Sector - Companies should establish high-frequency iteration mechanisms to respond swiftly to market changes and continuously provide innovative products [2] - The use of quantifiable expressions to communicate product advantages is crucial for enhancing transparency and consumer understanding [2] - A restructured organizational framework that promotes agile operations can significantly improve response times and market coverage [2] Group 3: Company Example - The company "Canban" entered the oral care market with mouthwash and expanded into toothpaste, achieving significant growth by becoming the leading online brand within three years [1]