| 新任基金经理姓名 | 赵磊 | | | | | --- | --- | --- | --- | --- | | 任职日期 | 2025-07-04 | | | | | 证券从业年限 | 8年 | | | | | 证券投资管理从业年限 | 8 年 | | | | | 过往从业经历 | 历任中泰证券股份有限公司医药生物行业研究员、联席首席分 析师(2016.7-2021.4)。2021年5月加入中欧基金管理有限 公司,历任研究员、高级研究员,现任基金经理/权益研究组 | | | | | | 组长。 | | | | | 其中:管理过公募基金的名称及期间 | 基金主代码 | 基金名称 | 任职日期 | 离任日期 | | | ୍ରା ା | ା | | 1 | 赵磊是谁？公开资料显示，她的职业经历聚焦医药研究：2016-2021年任中泰证券医药生物行业研究员、联席首席分析师，2021年加入中欧 后继续深耕医药研究。也就是说，赵磊在中欧基金有4年投研经历，但单独立管理基金的实战经验为0，现在直接共管300亿基金。 近三年亏-39.40%，中欧基金400亿医药女王葛兰要卸任？300亿中欧医疗健康混合增聘赵磊共管，引发基 ...

Group 1: Fundraising and Investment Trends - Several new pharmaceutical-themed funds have shortened their fundraising periods due to rapid stock price increases in innovative drugs, with some funds ending their fundraising early, such as the Dongfang Alpha Health Industry Fund, which closed on June 10 instead of June 13 [1] - The Ping An Hong Kong Stock Connect Medical Innovation Selected Fund also announced an early closure of its fundraising, originally set to end on June 25 [1] Group 2: Bond Fund Restrictions - Over ten public fund institutions, including China Merchants Fund and Dongfang Fund, announced restrictions on large subscriptions for certain bond funds, with varying limits on subscription amounts [2] - For instance, the Dongfang Zhenyu Bond Fund has a subscription limit of 10,000 yuan, while several funds under ICBC Credit Suisse have a limit of 10 million yuan for institutional investors starting June 11 [2] Group 3: Fund Performance Recovery - More than 60% of actively managed equity funds have recovered from previous performance declines, driven by sectors such as innovative drugs, new consumption, gold, and AI, with some funds seeing net value rebounds of over 30% in the past two months [4] - Funds like Changcheng Pharmaceutical Industry Selected A and Zhonghang Preferred Navigation A have shown significant performance improvements, with year-to-date returns exceeding 70% [4] Group 4: New Fund Share Classes - Public funds have been increasingly announcing the addition of new "niche" share classes, such as E shares for Ping An CSI A50 ETF and D shares for Jiahe Panheng Bond Fund, indicating a trend towards diversifying fund offerings [5] - The increase in "niche" share classes, particularly for fixed-income and index products, contrasts with the more common addition of B and C shares in the past [5] Group 5: Market Activity and ETF Performance - On June 11, the market experienced a rebound, with the Shanghai Composite Index rising by 0.52% and the Shenzhen Component Index by 0.83%, while the total trading volume was 1.26 trillion yuan, down by 159.9 billion yuan from the previous trading day [8] - Sectors such as rare metals and gaming saw significant gains, while biopharmaceuticals and communication services faced declines [8][9]

Group 1 - Multiple new funds targeting the pharmaceutical sector have shortened their fundraising periods, with the Oriental Alpha Health Industry Fund ceasing investor subscriptions after just 4 trading days starting June 10 [1] - Over 10 public fund institutions, including China Merchants Fund and Oriental Fund, announced restrictions on large subscriptions for certain bond funds on June 10, indicating a trend of "limited purchases" in the bond fund sector [2] - Guoxin Guozheng Fund issued a warning about fraudulent activities, where criminals impersonate the company and its employees to deceive investors into joining chat groups and downloading illegal applications [3] Group 2 - Fund manager Ge Lan has increased her stake in Mai Pu Medical, with the latest report showing her fund holding 2.4396 million shares as of May 21, marking her first appearance in the top ten circulating shareholders [4] - The ETF market experienced a rebound, with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.21%, while the total trading volume decreased by 159.9 billion yuan compared to the previous trading day [5] - The rare earth sector is expected to continue optimizing its supply-demand dynamics, driven by growth in demand from electric vehicles, wind power, and robotics, suggesting potential investment opportunities in rare earth ETFs [8] Group 3 - A new fund, CITIC Securities CSI A500 Index Enhanced Fund, is set to launch, managed by Wang Peng, with a performance benchmark of 95% of the CSI A500 Index return plus 5% of the after-tax bank demand deposit rate [9]

Group 1 - Fund managers are actively seeking new investment opportunities through a combination of portfolio adjustments and research activities in the current market environment [1] - Notable changes in shareholder structures of several A-share listed companies indicate clear investment trends from well-known fund managers [3] - The latest data shows significant increases in holdings for certain funds, such as the Guangfa High-end Manufacturing Fund, which increased its stake substantially compared to the previous quarter [3] Group 2 - Institutional research activities are intensifying, with BoShi Fund leading with 945 research engagements, followed by HuaXia Fund with 867 [4] - Prominent fund managers are frequently participating in company research activities, focusing on key topics such as capital expenditure planning and technology iteration [4] - YiHeDa has gained the highest attention in research activities in June, with several well-known institutions participating in discussions on various topics including drug development and international cooperation [4]

Group 1 - Yu Haichun has been appointed as the new chairman of Huafu Fund, succeeding Zhao Wanli who left due to work adjustments. Yu has 34 years of experience in the securities industry [1] - Morgan Fund announced an investment of no less than 54 million RMB in its newly launched equity public fund, demonstrating confidence in the long-term potential of the Chinese capital market [2] - Fangzheng Fubon Fund will invest 5 million RMB of its own funds in the Fangzheng Fubon CSI All Share Free Cash Flow ETF, also committing to hold for at least one year [2] Group 2 - As of March 2025, the total net asset value of public funds in China reached 32.22 trillion RMB, with 163 fund management institutions [3] - In March, various types of funds saw net subscriptions, with stock funds reaching 3.4 trillion shares, a 1.29% increase from the previous month [3] - QDII funds experienced the highest subscription activity in March, with a 3.57% increase in shares, totaling 562.68 billion shares [3] Group 3 - Over 70% of actively managed equity funds have increased their holdings in Hong Kong stocks, with a total market value increase of 98.25 billion RMB in the first quarter, reaching a three-year peak [4] - The average allocation to Hong Kong stocks among these funds rose to 25.79%, the highest level in five years [4] Group 4 - Wanminyuan has slightly reduced its holdings in Dongfang Biology, with the number of shares held decreasing from 4.71 million to 4.22 million in the first quarter of 2025 [5] - The fund managed by Wanminyuan is identified as the Rongtong Health Industry Fund [5] Group 5 - The Yi Nuo Si company has seen an increase in holdings by the Zhongou Medical Health Mixed Fund managed by Ge Lan, which now holds 403,100 shares, up from 99,500 shares at the end of the previous year [7] - Yi Nuo Si specializes in providing comprehensive R&D services for high-quality innovative drugs in the biopharmaceutical sector [7] Group 6 - On April 30, the market showed mixed performance, with the Shanghai Composite Index down 0.23% and the Shenzhen Component Index up 0.51% [8] - The total trading volume in the Shanghai and Shenzhen markets reached 1.17 trillion RMB, an increase of 147.2 billion RMB from the previous trading day [8] - AI-related ETFs in the Sci-Tech Innovation Board saw significant gains, while bank stocks collectively adjusted downwards [8]

Group 1: Fund News - Yu Haichun has been appointed as the new chairman of Huafu Fund, succeeding Zhao Wanli who left due to work adjustments. Yu has 34 years of experience in the securities industry [1] - Morgan Fund plans to repurchase at least 54 million RMB of its newly launched equity public fund, committing to hold the investment for at least one year [1] - The total scale of public funds in China has remained above 32 trillion RMB for two consecutive months, with a net asset value of 32.22 trillion RMB as of March 31, 2025 [1] Group 2: Fund Manager Activities - Wan Minyuan's Rongtong Health Industry Fund has slightly reduced its holdings in Dongfang Biology, decreasing its share count by 489,000 shares compared to the end of last year [2] - Ge Lan's Zhongou Medical Health Mixed Fund has increased its position in Yinuosi, holding 403,100 shares, up from 99,500 shares at the end of last year, representing an increase of 303,600 shares [2] Group 3: ETF Market Overview - The market experienced fluctuations, with the Shanghai Composite Index down 0.23%, while the Shenzhen Component Index and the ChiNext Index rose by 0.51% and 0.83%, respectively. The total trading volume in both markets reached 1.17 trillion RMB, an increase of 147.2 billion RMB from the previous trading day [3] - AI-related ETFs on the Sci-Tech Innovation Board saw strong performance, with the highest increase reaching 4.30% [4] - Bank ETFs collectively declined, with the highest drop recorded at 2.19% [5] Group 4: ETF Investment Opportunities - Analysts suggest that despite increased market risk appetite, external disturbances remain. Domestic policies are expected to maintain stability, with potential for further reserve requirement ratio cuts and interest rate reductions, supporting bank valuations and credit conditions [6] Group 5: New Fund Launches - E Fund has launched the E Fund CSI Digital Economy Theme ETF, managed by Pang Yaping, which aims to track the performance of the CSI Digital Economy Theme Index [7] - Tianhong has introduced the Tianhong Guozheng Aerospace Industry ETF, managed by Sha Chuan, with a performance benchmark based on the Guozheng Aerospace Industry Index [10]