Core Viewpoint - The performance of several three-year holding period equity funds has improved significantly due to the recovery of the stock market, with some funds achieving substantial returns since their inception [1][2][3]. Group 1: Fund Performance - The Anxin Value Driven Three-Year Holding Mixed Fund has achieved a return of 107.78% since its inception, with a three-year return of 32.58%, ranking 209th among 3085 similar funds [3]. - The Dongfanghong Qidong Three-Year Holding Mixed Fund has seen a return of 10.75% in 2024 and 21.29% year-to-date, recovering from losses of -26.18% and -19.30% in 2022 and 2023 respectively [3][4]. - The Ruiyuan Balanced Value Three-Year Holding Mixed Fund A has achieved a return of 58.42% since inception, with a 2024 return of 16.51% and a year-to-date return of 18.17% [5]. Group 2: Underperforming Funds - Some three-year holding period funds, such as the ICBC Yuanfeng Three-Year Holding Mixed Fund, have not fully recovered, with a loss of 31.97% since inception and significant losses in 2022 and 2023 [6]. - The Jiashi Strategy Vision Three-Year Holding Mixed Fund has also seen a loss exceeding 30% since inception, with a 2024 loss of 2.82% [6][7]. - Other funds, including the Penghua Vision Return Three-Year Holding Mixed Fund, have consistently underperformed, with losses in 2022, 2023, and 2024, primarily due to poor stock selection in the consumer and pharmaceutical sectors [7].

公募基金方面本期较上一季度持股减少的公募基金共计1个，即中证上海国企ETF，持股减少占比达 0.12%。本期较上一季度新披露的公募基金共计223个，主要包括东方红启东三年持有混合、南方中证 1000ETF、华夏中证1000ETF、广发中证1000ETF、东方红恒阳五年定开混合等。本期较上一季未再披 露的公募基金共计3个，包括南方中证500ETF、中信保诚至利混合A、中信保诚新锐混合A。 2025年4月15日，百联股份(600827.SH)发布2024年年度报告。截至2025年4月14日，共有229个机构投资 者披露持有百联股份A股股份，合计持股量达10.37亿股，占百联股份总股本的58.13%。其中，前十大 机构投资者包括百联集团有限公司、上海百联控股有限公司、上海豫赢企业管理有限公司、香港中央结 算有限公司、中国建设银行股份有限公司-东方红启东三年持有期混合型证券投资基金、中国工商银行 股份有限公司-中证上海国企交易型开放式指数证券投资基金、北京霆泉私募基金管理有限公司-霆泉新 纪元一号私募证券投资基金、招商银行股份有限公司-南方中证1000交易型开放式指数证券投资基金、 华夏中证1000ETF、广发中证1 ...