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水产养殖板块涨幅居前,16位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-30 09:23
Market Performance - On July 30, A-shares showed mixed performance with the Shanghai Composite Index rising by 0.17% to 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] Fund Manager Changes - In the past 30 days (June 30 - July 30), a total of 443 fund managers changed positions across various funds, with 10 announcements made on July 30 alone [3] - Reasons for fund manager departures included work changes (2 managers), personal reasons (2 managers), and product expiration (1 manager) [3] - Notable fund managers include Yu Peng from Fortune Fund, managing assets worth 287 million yuan, with a top-performing fund yielding a 71.20% return over 7 years and 250 days [3] New Fund Managers - New fund manager Cai Chengfeng from Harvest Fund manages assets totaling 613 million yuan, with a top-performing fund achieving a 186.53% return over 3 years and 54 days [4] Fund Research Activity - Fortune Fund led in company research with 47 companies surveyed, followed by Bosera Fund and Southern Fund, each with 44 companies, and Huaxia Fund with 43 companies [6] - The most researched industry was communication equipment with 193 surveys, followed by chemical pharmaceuticals with 158 [6] Recent Stock Focus - The most focused stock in the past month was Zhongji Xuchuang in the optical communication module sector, with 75 fund management companies participating in its research [6] - In the past week (July 23 - July 30), Haida Group in the feed industry was the most researched company, with 45 fund institutions involved [7]
CRO概念股全线爆发,25位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-29 08:34
Market Performance - On July 29, all three major A-share indices rose, with the Shanghai Composite Index increasing by 0.33% to 3609.71 points, the Shenzhen Component Index rising by 0.64% to 11289.41 points, and the ChiNext Index climbing by 1.86% to 2406.59 points [1] Fund Manager Changes - In the past 30 days (June 29 - July 29), 431 fund products experienced changes in fund managers, with 18 announcements made on July 29 alone. Among these, 4 fund managers left due to job changes and 2 due to personal reasons [3] - Notable fund managers who left include those managing multiple funds, indicating potential impacts on fund performance [3] Fund Manager Performance - The current fund manager of Yongying Fund, Yan Qing, manages assets totaling 241 million yuan, with the highest return product being Yongying Growth Enterprise Index Fund A (007664), achieving a return of 70.12% over 1 year and 26 days [4] - New fund manager Zhou Ming from Industrial Bank manages assets of 44.7 billion yuan, with the highest return product being Industrial Bank Open Bond A (000546), which achieved an 87.14% return over 11 years and 141 days [5] Fund Research Activity - In the past month, the most active fund company in conducting company research was Fortune Fund, which surveyed 46 listed companies, followed by Bosera Fund with 44 and Huaxia Fund with 43 [6][7] - The telecommunications equipment sector was the most researched, with 193 instances, followed by the chemical pharmaceutical sector with 158 instances [6] Recent Company Focus - In the last week (July 22 - July 29), the most researched company was Nengke Technology, which received attention from 40 fund institutions, followed by Shenghong Technology with 34 and Dayu Water-saving with 29 [8][9] - The most focused stock in the past month was Zhongji Xuchuang, with 75 fund management companies participating in its research [7][9]
煤化工强势上涨,17位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-22 07:41
Market Performance - On July 22, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 0.62% to 3581.86 points, the Shenzhen Component Index rising by 0.84% to 11099.83 points, and the ChiNext Index up by 0.61% to 2310.86 points [1] Fund Manager Changes - In the past 30 days (June 22 to July 22), there were 461 fund manager changes across various fund products, with 32 announcements made on July 22 alone [1] - The reasons for these changes included 7 fund managers leaving due to job changes, 2 due to personal reasons, and 1 due to a job change affecting a single fund product [1] Fund Manager Performance - Tao Qi, a fund manager at浦银安盛基金, managed a total fund size of 37.997 billion yuan, with the highest return product being浦银安盛盛泽定开债券, achieving a 12.39% return over 3 years and 53 days [2] - Ye Yuzhen, a fund manager at 申万菱信基金, managed a total fund size of 37.579 billion yuan, with the highest return product being 申万菱信安泰瑞利中短债A, achieving a 20.18% return over 5 years and 323 days [3] Fund Manager Appointments - New fund managers were appointed on July 22, including Chen Xu for 中金优选长兴稳健6个月持有期混合(FOF) and 方笔玥 for 北西留多兴稳健回报一年持有期设合A [4] - The most active fund companies in terms of company research were 华夏基金, 南方基金, 富国基金, and 博时基金, with 43, 39, 38, and 36 companies researched respectively [4] Stock Research Focus - The most researched stock in the past month was 中际旭创, with 75 fund management companies participating in the research, followed by 新易盛 and 迈威生物 with 66 and 57 companies respectively [5][6] - In the last week (July 15 to July 22), 中际旭创 remained the most researched stock, with the same number of participating fund institutions [6]
机器人概念震荡走高,20位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-16 08:21
Market Performance - On July 16, A-shares saw a slight decline, with the Shanghai Composite Index down 0.03% to 3503.78 points, the Shenzhen Component Index down 0.22% to 10720.81 points, and the ChiNext Index down 0.22% to 2230.19 points [1] Fund Manager Changes - In the past 30 days (June 16 - July 16), 440 fund managers have left their positions, with 8 announcements made on July 16 alone. Reasons for departure include job changes and personal reasons [3] - Notable fund manager Li Yuanbo from Fortune Fund has managed assets totaling 3.298 billion yuan, with a highest return of 121.90% on the HSBC Jintrust Technology Pioneer Stock Fund during his tenure [3] New Fund Managers - New fund manager Gui Zhenghui from Bosera Fund manages assets totaling 7.143 billion yuan, with a highest return of 77.93% on the Bosera CSI 300 Index C Fund over a tenure of 9 years and 174 days [4] Fund Research Activity - Bosera Fund conducted the most company research in the past month, engaging with 41 listed companies, followed by Jiashi Fund and Huaxia Fund, each with 39 companies [6] - The automotive parts industry was the most researched sector, with 143 instances, followed by communication equipment with 141 instances [6] Individual Stock Research - In the past month, Lexin Technology was the most researched stock, with 95 fund management companies participating, followed by Zhongji Xuchuang and Taotao Automotive with 75 and 63 respectively [8] - In the past week (July 8 - July 15), Zhongji Xuchuang led with 29 fund institution inquiries, followed by Shengshi Technology and Kefu Medical with 27 and 26 respectively [7]