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隆盛科技股价涨5.31%,东方基金旗下1只基金重仓,持有3.76万股浮盈赚取8.61万元
Xin Lang Cai Jing· 2025-09-01 03:19
责任编辑:小浪快报 东方高端制造混合A(014699)成立日期2023年3月1日,最新规模3219.48万。今年以来收益8.62%,同 类排名5956/8254;近一年收益40.71%,同类排名3523/8037;成立以来亏损17.25%。 东方高端制造混合A(014699)基金经理为李瑞。 截至发稿,李瑞累计任职时间7年263天,现任基金资产总规模80.65亿元,任职期间最佳基金回报 56.68%, 任职期间最差基金回报-18.35%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 9月1日,隆盛科技涨5.31%,截至发稿,报45.43元/股,成交4.87亿元,换手率6.23%,总市值103.45亿 元。 资料显示,无锡隆盛科技股份有限公司位于无锡市新吴区珠江路99号,成立日期2004年6月16日,上市 日期2017年7月25日,公司主营业务涉及发动机废气再循环(EGR)系统板块、新能源板块和精密零部 件板块。主营业务收入构成为:其他62.71%,EGR产品及喷射系统 ...
产品换手率高企,东方基金两位基石“老将”业绩折戟引关注
Hua Xia Shi Bao· 2025-08-16 13:16
Core Viewpoint - The performance of key fund managers at Dongfang Fund, particularly Wang Ran and Li Rui, has raised concerns in the market due to their poor investment returns, leading to a potential trust crisis for the company [2][3]. Group 1: Fund Performance - Dongfang Fund currently manages a total of 123.4 billion yuan across 123 funds, but the active equity investment capabilities are under scrutiny due to negative returns [3]. - Wang Ran's three managed funds have all reported negative returns, with the best performance being -8.94% over her tenure [3]. - The Dongfang Quality Consumption One-Year Holding A/C classes have seen returns of -57.93% and -58.31%, with net values dropping to 0.424 yuan and 0.417 yuan respectively [3]. - The Dongfang Urban Consumption Theme Mixed Fund has also underperformed, with returns of 16.53%, -15.83%, and -28.70% over the past one, two, and three years, respectively [4]. Group 2: High Turnover Rates - Wang Ran's Dongfang Emerging Growth Fund has a turnover rate exceeding 600%, reaching 750% in Q2 2024, but this high turnover has not translated into improved returns, with a three-year loss of 38.71% [4][5]. - High turnover rates are indicative of unstable investment strategies, which contradict the advocated principles of value and long-term investing [5]. - Frequent trading increases transaction costs, which can further erode fund performance and negatively impact investor experience [5][7]. Group 3: Li Rui's Fund Performance - Li Rui's flagship fund, the Dongfang New Energy Vehicle Theme Mixed Fund, has seen a drastic decline in performance since 2022, with returns of -31.69%, -32.02%, and -2.11% in the following years, ranking at the bottom among peers [6]. - The fund's management scale has decreased significantly from 224.41 billion yuan at the end of 2021 to 78.58 billion yuan by mid-2024 [6]. - Another fund managed by Li Rui, the Dongfang Automotive Industry Trend Mixed A, has also seen its scale shrink from 1.4 billion yuan to 0.52 billion yuan over three years [6].