华夏行业景气混合

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钟帅2025年二季度表现,华夏招鑫鸿瑞混合A基金季度涨幅8.73%
Sou Hu Cai Jing· 2025-07-21 10:37
Core Insights - The best-performing fund managed by fund manager Zhong Shuai in Q2 2025 is the Huaxia Zhaoxin Hongrui Mixed A fund, with a net value increase of 8.73% [1] - Zhong Shuai manages a total of five funds, with the Huaxia Industry Prosperity Mixed fund achieving a cumulative return of 111.98% during his tenure, with an average annualized return of 16.27% [2] Fund Performance Summary - Huaxia Industry Prosperity Mixed Fund: - Size: 68.60 billion - Annualized Return: 16.32% - Q2 2025 Increase: 7.65% - Top Holding: Transsion Holdings [2] - Huaxia Zhaoxin Hongrui Mixed A Fund: - Size: 0.89 billion - Annualized Return: 36.60% - Q2 2025 Increase: 8.73% - Top Holding: Zhenxin Technology [2] - Huaxia Zhaoxin Hongrui Mixed C Fund: - Size: 0.70 billion - Annualized Return: 35.79% - Q2 2025 Increase: 8.57% - Top Holding: Zhenxin Technology [2] Stock Trading Cases - Notable successful trades include: - Tianhua Chaojing: Purchased in Q4 2020, sold in Q1 2021, with an estimated return of 342.02% and a company performance growth of 218.44% [3][5] - Junda Shares: Purchased in Q3 2021, sold in Q4 2023, with an estimated return of 327.28% and a company performance growth of 556.60% [3] - Nanjing Chemical Fiber: Purchased in Q1 2024, sold in Q2 2024, with an estimated return of 174.65% and a company performance growth of 39.76% [3] - Notable unsuccessful trades include: - Mingchen Health: Purchased in Q3 2023, sold in Q2 2024, with an estimated return of -48.10% and a company performance decline of 15.71% [4][7] - Jinggong Technology: Purchased in Q1 2023, sold in Q4 2024, with an estimated return of -39.61% and a company performance growth of 12.25% [4][7]
基金经理密集调仓布局新机遇 博时华夏领跑机构调研榜
Sou Hu Cai Jing· 2025-06-11 00:59
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]