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中欧医疗创新股票C
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这些投资女神,今年带人赚翻了
盐财经· 2025-10-22 09:50
Core Viewpoint - The article highlights the emergence of female fund managers in the pharmaceutical sector, particularly during the current innovative drug market boom, showcasing their impressive performance and unique investment strategies [3][6][18]. Group 1: Performance of Female Fund Managers - Zhang Wei, known as the "new pharmaceutical queen," leads the market with her fund, achieving a maximum return of 176.96% this year, with a current return of 142.74% as of October 13 [3][11]. - Other notable female fund managers, such as Ge Lan, Zhao Bei, and Tan Xiaobing, have also excelled, with their funds ranking high in performance, reflecting diverse investment philosophies in the innovative drug sector [5][18]. - The overall performance of these fund managers indicates a strong recovery in the innovative drug market after a prolonged downturn [7][18]. Group 2: Investment Strategies - Zhang Wei's investment strategy focuses on large-cap stocks in the pharmaceutical sector, with 90.83% of her portfolio allocated to pharmaceutical and biotechnology companies, reflecting a significant increase of 28.55% from the previous period [11][15]. - Ge Lan emphasizes cross-border collaborations and clinical expectations, actively participating in private placements to enhance risk-reward ratios [28][29]. - Zhao Bei adopts a more conservative approach, diversifying her portfolio to include both innovative and traditional pharmaceutical companies, aiming to balance risk and growth [31][32]. Group 3: Market Dynamics and Future Outlook - The article notes a significant divergence in the performance and scale of pharmaceutical funds, with some funds experiencing a decline in assets despite strong returns, indicating a shift in investor behavior [19][23]. - The innovative drug sector is expected to enter a growth phase, driven by supportive policies, increased international transactions, and a projected surge in revenue for innovative drug companies by 2025 [35][36][41]. - The article concludes that the current favorable conditions for innovative drugs will likely sustain for the next two to three years, providing a platform for fund managers to implement their diverse investment strategies [43][44].
8月19日中欧医疗创新股票C净值下跌1.73%,近1个月累计上涨7.28%
Sou Hu Cai Jing· 2025-08-19 13:29
Group 1 - The core point of the news is the performance and holdings of the China Europe Medical Innovation Stock C fund, which has shown significant returns over various time frames [1] - As of August 19, 2025, the latest net value of the fund is 1.6905 yuan, reflecting a decrease of 1.73% [1] - The fund's one-month return is 7.28%, ranking 503 out of 1016 in its category; the six-month return is 60.19%, ranking 28 out of 977; and the year-to-date return is 70.36%, ranking 28 out of 967 [1] Group 2 - The top ten holdings of the China Europe Medical Innovation Stock C fund account for a total of 64.06%, with significant positions in companies such as Sanofi (8.99%), Kelun-Biotech (8.52%), and Kangfang Biotech (8.20%) [1] - The fund was established on February 28, 2019, and as of June 30, 2025, it has a total scale of 3.24 billion yuan [1] - The fund manager is Ms. Ge Lan, who has extensive experience in the investment management field, having joined China Europe Fund Management in October 2014 [2]
7月10日中欧医疗创新股票C净值下跌0.74%,近1个月累计下跌1.63%
Sou Hu Cai Jing· 2025-07-10 12:43
Group 1 - The core viewpoint of the news is the performance and holdings of the China Europe Medical Innovation Stock C fund, which has shown a recent decline in net value but strong performance over the past six months and year-to-date [1] - The latest net value of the fund is 1.3561 yuan, reflecting a decrease of 0.74% [1] - The fund's one-month return is -1.63%, ranking 606 out of 673 in its category, while its six-month return is 43.34%, ranking 18 out of 659, and year-to-date return is 36.66%, ranking 22 out of 659 [1] Group 2 - The top ten stock holdings of the China Europe Medical Innovation Stock C fund account for a total of 75.62%, with significant positions in WuXi AppTec (10.35%), Kelun-Biotech (10.15%), WuXi Biologics (9.82%), and others [1] - The fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 3.524 billion yuan [1] - The fund manager is Ms. Ge Lan, who has extensive experience in the investment management field, having worked with various funds since joining China Europe Fund Management in 2014 [2]
6月26日中欧医疗创新股票C净值下跌1.98%,近1个月累计上涨7.99%
Sou Hu Cai Jing· 2025-06-26 12:46
Core Viewpoint - The article discusses the performance and holdings of the China Europe Medical Innovation Stock C fund, highlighting its recent net value, returns, and top stock holdings [1]. Fund Performance - The latest net value of China Europe Medical Innovation Stock C is 1.2877 yuan, reflecting a decrease of 1.98% - The fund has achieved a return of 7.99% over the past month, ranking 75 out of 793 in its category - Over the last six months, the fund's return is 27.89%, ranking 30 out of 775 - Year-to-date, the fund has returned 29.77%, ranking 26 out of 775 [1]. Fund Holdings - The top ten stock holdings of the fund account for a total of 75.62%, with the following key positions: - WuXi AppTec (10.35%) - Kelun-Biotech (10.15%) - WuXi Biologics (9.82%) - WuXi AppTec (9.60%) - CanSino Biologics (7.89%) - Hangzhou Tigermed Consulting (7.01%) - Hengrui Medicine (6.20%) - Kintor Pharmaceutical (5.87%) - Baillie Gifford (4.70%) - Tigermed (4.03%) [1]. Fund Background - China Europe Medical Innovation Stock C was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 3.524 billion yuan - The fund manager is Ms. Ge Lan, who has extensive experience in the investment management field [1][2].
6月3日中欧医疗创新股票C净值增长1.42%,今年来累计上涨27.56%
Sou Hu Cai Jing· 2025-06-03 12:30
Group 1 - The core point of the article highlights the performance of the China Europe Medical Innovation Stock C fund, which has shown a net value of 1.2838 yuan, reflecting a growth of 1.42% [1] - The fund's one-month return is 8.30%, ranking 36 out of 1025 in its category, while its six-month return is 22.03%, ranking 30 out of 987 [1] - Year-to-date, the fund has achieved a return of 27.56%, ranking 31 out of 999 in its category [1] Group 2 - The top ten holdings of the China Europe Medical Innovation Stock C fund account for a total of 75.62%, with the largest positions in WuXi AppTec (10.35%), Kelun-Biotech (10.15%), and WuXi Biologics (9.82%) [1] - The fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 3.524 billion yuan, managed by fund manager Ge Lan [1] Group 3 - Ge Lan, the fund manager, holds a PhD in Biomedical Engineering from Northwestern University and has extensive experience in the investment management field, having worked with various funds since joining China Europe Fund Management in October 2014 [2]
5月28日中欧医疗创新股票C净值下跌1.30%,近1个月累计上涨4.79%
Sou Hu Cai Jing· 2025-05-28 12:54
Group 1 - The core point of the article highlights the performance of the China Europe Medical Innovation Stock C fund, which has a latest net value of 1.2024 yuan, reflecting a decrease of 1.30% [1] - The fund's performance over the past month shows a return of 4.79%, ranking 69 out of 801 in its category; over the past six months, it has achieved a return of 17.61%, ranking 33 out of 776; and since the beginning of the year, it has returned 21.17%, ranking 27 out of 785 [1] - The top ten holdings of the fund account for a total of 75.62%, with significant positions in companies such as WuXi AppTec (10.35%), Kelun-Biotech (10.15%), WuXi Biologics (9.82%), and others [1] Group 2 - The China Europe Medical Innovation Stock C fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 3.524 billion yuan [1] - The fund is managed by Guo Lan, who has extensive experience in the investment management field, having previously worked at Guotai Junan Securities and Minsheng Zhiyin Fund Management [2]
4月25日中欧医疗创新股票C净值下跌1.43%,近1个月累计上涨3.72%
Sou Hu Cai Jing· 2025-04-25 12:35
Group 1 - The core point of the article highlights the performance of the China Europe Medical Innovation Stock C fund, which has a latest net value of 1.1626 yuan, reflecting a decrease of 1.43% [1] - The fund's performance over the past month shows a return of 3.72%, ranking 37 out of 541 in its category; over the past three months, it has achieved a return of 20.12%, ranking 10 out of 539; and since the beginning of the year, it has returned 17.16%, ranking 13 out of 537 [1] - The top ten holdings of the fund account for a total of 75.62%, with significant positions in companies such as WuXi AppTec (10.35%), Kelun-Biotech (10.15%), and WuXi Biologics (9.82%) [1] Group 2 - The China Europe Medical Innovation Stock C fund was established on February 28, 2019, and as of March 31, 2025, it has a total scale of 3.524 billion yuan [1] - The fund is managed by Guo Lan, who has extensive experience in the investment management field, having previously worked at Guotai Junan Securities and Minsheng Zhiyin Fund Management [2]