根据此前二季报披露，南方昌元可转债的前五大持仓债券为柳工转2、兴业转债、隆22转债、南航转 债、睿创转债，另有部分股票资产，其中前十大重仓股为内蒙一机、芯源微、复旦微电、广东宏大、国 睿科技、鼎龙股份、圣邦股份、新大陆、航发科技、虹软科技。 中国经济网北京8月5日讯 （记者 康博） 截至7月31日收盘，剔除净值异动的债券型基金后，在有可比 业绩的7217只（各份额分开计算，下同）债基中，业绩上涨的共有4489只，占比高达62%，另有173只 持平，2555只下跌。 南方昌元可转债债券A、南方昌元可转债债券C、红塔红土盛商一年定期开放债券A、红塔红土盛商一 年定期开放债券C以7.67%、7.63%、7.51%、7.47%位居涨幅前列。 南方昌元可转债由刘文良管理，其2012年7月加入南方基金，历任固定收益部转债研究员、宏观研究 员、信用分析师、基金经理，有着近10年的管理经验。 从跌幅榜看，7月份跌幅超过1%的债基仅有13只，如江信一年定开、德邦锐裕利率债债券、天治可转债 增强债券、江信洪福等。这些基金大多持有金融债，从江信一年定开二季度前五大重仓债券看，其持有 国债和金融债，包括24特别国债05、25超长特别 ...

Group 1 - In June 2023, 99% of the 7,148 bond funds with comparable performance recorded gains, with only 29 funds experiencing declines [1][2][3] - The top-performing bond funds included Jin Ying Yuan Feng Bond D, A, and C, which achieved monthly increases of 7.52%, 7.52%, and 7.49% respectively [1][2] - The fund managed by Lin Longjun has a portfolio heavily weighted in convertible bonds and government bonds, with significant holdings in companies like Guanghuan Xinnet and Youkede [1][2] Group 2 - Hua Bao Enhanced Income Bond A and B also performed well, with increases of 7.38% and 7.35% respectively, focusing on government and convertible bonds [2][3] - The fund manager, Zeng Jianfei, has over five years of management experience, having joined Hua Bao Fund in March 2023 [2][3] - Other notable funds with gains over 6% include Nan Fang Chang Yuan Convertible Bond A and C, and Hua Shan Feng Li Enhanced Regular Open Bond A and C, all of which are heavily invested in convertible bonds [2][3] Group 3 - Liu Wenliang, managing Nan Fang Chang Yuan Convertible Bond, has a tenure of five years with a return exceeding 46% [3] - Li Qian, managing Hua Shan Feng Li Enhanced Regular Open Bond, has nearly six years of experience with a return close to 160% [3] - Several other bond funds, including Zhaoshang Anrui Progress Bond and Caizhong Income Enhanced Bond, also saw increases exceeding 5% in June [3][4] Group 4 - The worst-performing fund in June was Tai Ping Heng Tai Three-Month Regular Open Bond C, which declined by 1.56% [3][4] - This fund primarily holds financial bonds and government bonds, with a significant portion of its assets allocated to these categories [3][4] - Other funds that experienced declines had drops of less than 1%, indicating overall stability in the bond fund market [4]