华安研究驱动混合A

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华安基金管理层换血 7只产品成立以来亏损逾30%
Sou Hu Cai Jing· 2025-09-28 11:40
在中国公募基金行业治理趋严、竞争加剧的当下,华安基金同时迎来管理层变动与业绩分化的双重考验。9月27日,公司公告称副总经理谷媛媛因个人原因 离任,同时董事会完成换届,引入多名新任董事与独立董事。 管理层调整与董事会换届 公告显示,华安基金副总经理谷媛媛已于9月26日正式离任,不再在公司内部担任其他职务。谷媛媛2018年升任副总经理,长期分管市场业务,是公司销售 与渠道拓展的重要推动者。她曾带领团队推进产品创新、深化与渠道机构的合作,对华安基金在市场份额与客户覆盖方面的提升发挥过关键作用。此次离任 被界定为"个人原因",业内普遍解读为正常的人事更替。 同日,公司发布董事变更公告,显示新一届董事会成员调整完成。股东会决定由钟茂军担任董事,陈志刚不再续任;吕长江、陈诗一两位来自复旦大学的学 界专家进入独立董事序列,吴伯庆退出;职工代表大会则推举公司督察长杨牧云担任职工董事。调整后,公司董事会成员包括董事长徐勇、总经理张霄岭在 内的多名董事,以及四位独立董事和一位职工董事,结构更为平衡。 与此同时,Choice数据显示,在年内市场回暖的背景下,华安基金旗下大部分产品实现正收益,但成立以来仍有超过30只基金处于长期负回 ...
万建军2025年一季度表现,华安研究精选混合A基金季度跌幅3.85%
Zheng Quan Zhi Xing· 2025-04-22 09:41
Core Viewpoint - As of the end of Q1 2025, fund manager Wan Jianjun manages a total of 15 funds, with the best-performing fund being Huazhong Research Selected Mixed A (005630), which experienced a quarterly net value decline of 3.85% [1]. Fund Performance Summary - The following are key performance metrics for the funds managed by Wan Jianjun: - Huazhong Reverse Strategy Mixed A: 32.39 billion, annualized return of 16.39%, Q1 2025 decline of 4.27% [2] - Huazhong Research Selected Mixed A: 2.22 billion, annualized return of 10.13%, Q1 2025 decline of 3.85% [2] - Huazhong Research Intelligent Selected Mixed A: 27.10 billion, annualized return of -13.99%, Q1 2025 decline of 4.64% [2] - Huazhong Research Driven Mixed A: 7.89 billion, annualized return of -13.39%, Q1 2025 decline of 4.43% [2] - Huazhong Value Driven One-Year Holding Mixed A: 2.06 billion, annualized return of -11.71%, Q1 2025 decline of 4.15% [2] Investment Strategy and Performance - During his tenure managing Huazhong Research Selected Mixed A, Wan Jianjun achieved a cumulative return of 98.06% with an average annualized return of 10.09% [2]. - The fund had 140 adjustments in heavy stocks, with 101 profitable adjustments, resulting in a success rate of 72.14% [2]. - Notable stocks with significant performance during the holding period include: - Changchun High-tech: 395.68% estimated return with a company performance growth of 202.69% [3][5] - New Hope: 156.89% estimated return with a company performance growth of 195.78% [3] - Dingzhi New Materials: 149.07% estimated return with a company performance growth of 2968.07% [3] Notable Stock Adjustments - Examples of stock adjustments include: - ZTE Corporation: 91% estimated return with a company performance growth of 173.71% during the holding period [6]. - Zijin Mining: -87.79% estimated return despite a company performance growth of 51.76% [7].