同花顺（300033）数据显示，陈龙曾先后在天相投资顾问、民生证券、中金公司等机构任职；2018年9月，他加入华宝基金并担任高级分析师，自2021年9 月2日起开始管理产品，基金经理累计任职时间为3年又62天。 任职回报方面，他在2024年4月9日卸任华宝绿色主题混合，2024年11月2日卸任华宝竞争优势混合，两只产品A份额的净值在他管理期间分别减少54.8%与 46.75%。他卸任华宝竞争优势混合的理由为"业务调整"，在他管理的最后6个月，该基金A份额净值涨近18%，并跑赢同期基准近11个百分点。继任者业绩 方面，石坚接管华宝竞争优势混合后，A份额2年又98天的任职回报为80.18%。从持仓看，陈龙管理期间主要重仓半导体等高科技企业，但相关板块在此 期间表现持续低迷，但他卸任后，半导体、国产替代等板块集体爆发，石坚接棒后还将算力板块作为核心配置，赶上了相应板块的行情。 而华宝绿色主题混合已于2024年4月9日清盘，清盘原因为连续60个工作日基金资产净值低于5000万元人民币，触发合同约定的规模清盘红线。因陈龙在管 期间业绩持续不佳，该基金规模从其接管时的约5600万元缩水至清盘时的1300万元。 据同花顺数 ...

Group 1 - The core investment theme for 2026 in A-shares and overseas markets is expected to focus on technology breakthroughs, with global cycles and domestic demand transformation as supplementary factors [10][11][26] - The newly launched Huabao Advantage Industry Fund aims to invest in stocks benefiting from China's economic development and structural transformation, with a stock investment ratio of 60%-95% and a cap of 50% for Hong Kong Stock Connect stocks [3][18] - Fund manager Zheng Yingliang has demonstrated exceptional investment capabilities, with the Huabao Core Advantage Fund achieving a 144.70% return over the past three years, ranking first among 410 similar funds [1][10][19] Group 2 - The investment strategy combines top-down and bottom-up approaches, focusing on industries with good fundamentals and sustainable growth potential [3][18] - Zheng emphasizes the importance of industry lifecycle positioning, aiming to capture rapid growth phases while avoiding industry reshuffling periods [18][26] - The Huabao Core Advantage Fund has successfully leveraged this strategy, heavily investing in leading companies in the optical communication and lithium battery sectors, aligning well with long-term market trends [4][19] Group 3 - The fund's top holdings as of Q3 2025 include companies like Xinyi Technology (9.16%), CATL (9.07%), and Zhongji Xuchuang (8.28%), reflecting a strong focus on communication and new energy sectors [5][20] - The fund has consistently held its top positions for multiple quarters, indicating a stable investment strategy [20][21] - The macroeconomic environment is expected to improve in 2026, with signs of recovery in industrial profits and potential upward pressure on prices, which could lead to a "Davis Double" effect in the domestic market [10][25]