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中银基金前瞻布局,掘金医药板块黄金投资机遇
Sou Hu Cai Jing· 2025-09-11 04:09
Group 1 - The A-share market has recently experienced a significant upward trend, particularly in the pharmaceutical sector, which has shown a year-to-date increase of 60.77%, outperforming the overall A-share index by 22.14% as of September 2, 2025 [1] - The performance of pharmaceutical-themed mutual funds has also been strong, with notable returns since the beginning of the year, highlighting the growing interest in this sector [1] - Zhongyin Fund's pharmaceutical-themed funds have ranked highly among peers, with Zhongyin Innovation Medical A achieving top rankings over various time frames [1][2] Group 2 - The innovative drug sector in China is expected to have significant value discovery potential, becoming a strategic industry in China's export structure and a key pillar in the global pharmaceutical industry [2] - The investment approach of Zhongyin Fund's manager, Zheng Ning, focuses on filtering out market noise and concentrating on long-term implicit returns, which is considered a sustainable investment strategy [2] Group 3 - Zhongyin Hong Kong Stock Connect Medical A, managed by Zheng Ning since December 29, 2023, has shown a net value growth rate of 70.08% in the first half of 2025, significantly outperforming its benchmark [3] - Zhongyin Innovation Medical Mixed A, also managed by Zheng Ning, has demonstrated strong performance since its inception, with a net value growth rate of 54.08% in the first half of 2025 [4][5]