Core Insights - The A-share market has shown strong performance over the past year, with public fund industry returns significantly increasing, and Xinda Australia has demonstrated exceptional active management capabilities with many of its products achieving over 30% returns [1][2] Performance Highlights - Xinda Australia has 44 products with nearly a year-to-date return exceeding 30%, including 35 products with over 50% gains, 32 products with over 70% gains, and 17 products achieving a doubling of returns [1] - Specific fund performances include Xinda Performance Driven A with a return of 237.62%, Xinda Advantage Industry A at 149.94%, and Xinda Prosperity Selection A at 141.03% [1] Research and Strategy - The company has a deep investment research capability and continuously optimizes its product strategies, focusing on key sectors such as technology, pharmaceuticals, new energy, consumption, and manufacturing [2] - Xinda Australia employs a diversified product matrix to meet different investor risk preferences and investment goals, with specific funds targeting high-growth opportunities and economic cycle patterns [2] Risk Management - Xinda Australia integrates risk management into its product DNA, establishing a multi-dimensional risk control system covering credit, market, and liquidity risks [2] - The company maintains a balance between opportunity capture and risk mitigation, ensuring investment actions remain within a safety margin [2] Industry Rankings - According to Guotai Junan Securities, as of June 30, 2025, Xinda Australia ranked 47th in equity product returns (17.86%) and 8th in fixed income product returns (24.46%) among 137 fund companies [3] - Over a seven-year period, the company achieved 149.24% in equity returns, ranking 2nd among 115 fund companies, and 39.28% in fixed income returns, ranking 9th [3]

Core Viewpoint - The A-share market has shown strong performance, significantly boosting fund performance, with many products from Xinda Australia Fund achieving remarkable returns over the past year [1][3]. Group 1: Fund Performance - As of August 20, 2025, 41 products from Xinda Australia Fund have returned over 30% in the past year, with 34 products exceeding 50% and 25 products surpassing 70% [1]. - Six funds have doubled in value, showcasing the fund's strong performance [1]. - The top-performing funds are primarily active products, indicating the effectiveness of the company's "equity + diversified strategy" approach [1][4]. Group 2: Active Equity Funds - Active equity funds are the main drivers of performance growth, demonstrating the company's investment strength in this area [3]. - Specific funds such as Xinda Performance Driven A and Xinda Star Yi A have achieved returns of 149.64% and 118.55%, respectively, over the past year [3]. - The company has successfully captured opportunities in high-growth sectors like new energy and technology through in-depth research [3][4]. Group 3: Research and Investment Strategy - The comprehensive explosion of active equity products reflects the company's diversified research and investment system, covering key sectors such as manufacturing, technology, and consumption [4]. - The company employs a multi-style management system that includes "value, balance, and growth" strategies, continuously generating alpha returns for investors [4]. Group 4: Quantitative and Pension Strategies - The company utilizes a dual-engine approach of "HI + AI" to develop a range of quantitative products, enhancing investment efficiency and transparency [6]. - The Xinda Pension Target Date 2055 fund has achieved a return of 31.04% over the past year, focusing on dynamic asset allocation for long-term retirement planning [6][19]. Group 5: Future Outlook - Xinda Australia Fund aims to continue prioritizing the interests of its investors, focusing on long-term value investment and optimizing its research system to create sustainable returns [7].

Core Insights - The A-share market is experiencing fluctuations due to multiple factors, with a notable shift in investment styles and accelerated sector rotation expected from 2024 to mid-2025 [1] - Xinda Aoya has demonstrated strong performance in active equity investments, with over 30 of its products ranking in the top third of their categories for returns over the past year [1] Fund Performance - Six active equity funds from Xinda Aoya achieved over 60% returns, with "Xinao Bojian Growth One-Year Open A/C" leading at 95.08%/93.93% returns, ranking 6th/3751 and 9th/3751 respectively [3] - "Xinao Xingyi Mixed A/C" follows closely with returns of 91.61%/90.08%, ranking 12th/3751 and 13th/3751 [3] - Other notable funds include "Xinao New Energy Selected A/C" and "Xinao Leading Growth A/C," with rankings of 38th/3751 and 49th/3751 respectively [3] Investment Strategy - Xinda Aoya's successful performance is attributed to its precise market understanding and forward-looking strategies, focusing on sectors like technology, new energy, pharmaceuticals, and new consumption [4] - The company emphasizes a "反内卷" (anti-involution) approach, investing in companies that leverage new technologies and align with Chinese aesthetic upgrades [4] - The firm employs a dynamic portfolio adjustment strategy to capture structural opportunities while maintaining strict risk control [4] Future Outlook - Xinda Aoya plans to enhance its research depth and breadth, optimizing product strategies to navigate complex market environments [5] - The company aims to continue its focus on active equity investments, identifying high-quality growth opportunities to share in the benefits of China's high-quality economic development [5]