此次密集恢复大额申购的基金普遍具备亮眼的业绩支撑。Wind资讯数据显示，截至1月9日，信澳医药健康混合A、华富天 鑫灵活配置混合A、中欧量化动力混合A、鹏华动力增长混合（LOF）、华夏大盘精选混合A等产品，近一年净值增长率均突破 40%，其中信澳医药健康混合A达70.04%。 前海开源基金首席经济学家杨德龙在接受《证券日报》记者采访时表示，绩优基金选择此时放开限购，核心是基于业绩底 气与市场机会的双重判断。当前A股估值处于合理区间，叠加政策支持与经济回暖预期，优质资产具备较高投资性价比，基金 经理有信心把握结构性机会。 "松绑"有助承接增量资金 多只权益基金开年密集"松绑"，背后是多重因素的共振。 本报记者 彭衍菘 2026年开年，A股市场暖意融融，带动公募基金布局节奏提速。1月份以来短短数日，信达澳亚基金、华富基金、中欧基 金、鹏华基金等十余家公募机构，陆续对旗下10余只主动权益类基金恢复大额申购，其中不乏近一年净值涨幅超40%的绩优产 品。这一密集放开限购的动作，既释放出机构对后市的乐观预期，也为增量资金借道基金入市打开了通道。 多只绩优基金放开限购 开年以来，权益市场向好，多只权益基金限购"松绑"。1月 ...

一、交易提示 （1）01月08日新发基金共有12只，主要为混合型基金和股票型基金，其中招商中证有色金属矿业主题ETF联接A募集目标 金额达30.00亿元；基金分红11只，多为ETF联接基金，派发红利最多的基金是华富天鑫灵活配置混合型证券投资基金，每 10份基金份额派发红利0.5000元。 | 基金代码 | 基金简称 | 权益登记日 | 每10份基金份额 | 红利发放日 | 基金类型 | | --- | --- | --- | --- | --- | --- | | | | | 派发红利(税后) | | | | 003152 | 华富天鑫灵活配置混合 A | 2026-01-08 | 0.5000 | 2026-01-09 | 混合型 | | 003637 | 安信永鑫增强债券 A | 2026-01-08 | 0.0500 | 2026-01-09 | 债券型 | | 003638 | 安信永鑫增强债券 C | 2026-01-08 | 0.0500 | 2026-01-09 | 债券型 | | 007466 | 华泰柏瑞中证红利低波 ETF 联接 A | 2026-01-08 | 0.0500 | 2026 ...

Group 1 - The article provides an overview of the latest net asset values of various funds, highlighting the top-performing and bottom-performing funds as of December 16, 2025 [2][3] - The top 10 funds with the highest net value growth include Dongcai Economic Growth C, Dongcai Economic Growth A, and Green Innovation Growth A, among others, with growth rates ranging from 1.31% to 1.90% [2] - The bottom 10 funds with the lowest net value growth include Yongying Manufacturing Upgrade C and A, with declines of -6.25%, and other funds experiencing declines between -4.72% and -5.35% [3] Group 2 - The market analysis indicates a downward trend in the Shanghai Composite Index, with a trading volume of 1.74 trillion, and a significant number of stocks declining compared to those that rose [5] - Leading sectors include public transportation and hotel catering, which saw increases of over 2%, while mineral products and shipbuilding sectors experienced declines exceeding 3% [5] - The fund with the fastest net value growth is identified as Dongcai Economic Growth C, reflecting a strong performance in the current market conditions [5] Group 3 - The top holdings of the funds show a concentration in specific stocks, with the top 10 holdings accounting for 23.46% of the total portfolio in one fund, indicating a focused investment strategy [6] - Conversely, another fund's top 10 holdings represent 65.84% of its total portfolio, with significant declines in stocks like Hezhu Intelligent and Yongding Shares, suggesting a riskier investment profile [6] - The performance of these funds is influenced by their sector focus, with one fund leaning towards the electric power industry and another towards the North Exchange concept, impacting their relative market performance [6]

Core Insights - The article provides an overview of the performance of various mutual funds, highlighting the top and bottom performers based on net asset value changes [1] Group 1: Top Performing Funds - The top 10 mutual funds with the highest net value growth include: 1. 德邦新兴产业混合发起式A with a growth of 6.45% 2. 德邦新兴产业混合发起式C with a growth of 6.44% 3. 东方低碳经济混合A with a growth of 6.27% 4. 东方低碳经济混合C with a growth of 6.27% 5. 富荣福鑫混合A with a growth of 6.12% 6. 富荣福鑫混合C with a growth of 6.11% 7. 同泰新能源1年持有股票C with a growth of 5.81% 8. 同泰新能源1年持有股票A with a growth of 5.81% 9. 华富天鑫灵活配置混合A with a growth of 5.19% 10. 华富天鑫灵活配置混合C with a growth of 5.18% [2] Group 2: Bottom Performing Funds - The bottom 10 mutual funds with the lowest net value growth include: 1. 德邦乐享生活混合A with a decline of 3.28% 2. 德邦乐享生活混合C with a decline of 3.27% 3. 泰信发展主题混合 with a decline of 2.51% 4. 东方阿尔法瑞享混合发起C with a decline of 2.19% 5. 东方阿尔法瑞享混合发起A with a decline of 2.19% 6. 中欧制造升级混合发起C with a decline of 1.90% 7. 中欧制造升级混合发起A with a decline of 1.90% 8. 易方达优势回报混合(FOF-LOF)C with a decline of 1.77% 9. 易方达优势回报混合(FOF-LOF)A with a decline of 1.76% 10. 泰信现代服务业混合 with a decline of 1.74% [3] Group 3: Market Overview - The Shanghai Composite Index opened lower but rebounded, closing with a small gain, while the ChiNext Index experienced a similar pattern. The total trading volume reached 2.11 trillion yuan, with a market breadth of 2,683 gainers to 2,612 losers [5] - Leading sectors included non-ferrous metals, engineering machinery, electrical equipment, and semiconductors, while lagging sectors included commercial retail, public transportation, and oil [5]

Core Insights - Aikaisibo Electric Co., Ltd. experienced a 5% increase in stock price, reaching 44.50 CNY per share, with a trading volume of 118 million CNY and a turnover rate of 3.07%, resulting in a total market capitalization of 5.135 billion CNY [1] Company Overview - Aikaisibo Electric Co., Ltd. is located in Xi'an, Shaanxi Province, established on January 19, 1996, and listed on September 28, 2023. The company specializes in the research, production, and sales of power electronic conversion and control equipment [1] - The revenue composition of the company includes: precision testing power supply (62.98%), power quality control equipment (17.25%), special power supply (16.85%), and other (2.74%) [1] Fund Holdings - Huafu Fund has a significant holding in Aikaisibo, with the Huafu Tianxin Flexible Allocation Mixed A Fund (003152) holding 54,100 shares, accounting for 6.74% of the fund's net value, making it the third-largest holding. The estimated floating profit today is approximately 114,700 CNY [2] - The Huafu Tianxin Flexible Allocation Mixed A Fund was established on December 29, 2016, with a latest scale of 24.745 million CNY. Year-to-date returns are 26.52%, ranking 3728 out of 8234 in its category, while the one-year return is 29.44%, ranking 2943 out of 8083. Since inception, the fund has achieved a return of 104.64% [2]

Core Viewpoint - Fund manager Chen Qiming has managed two funds as of the end of Q2 2025, with the best-performing fund being Huafu Tianxin Flexible Allocation Mixed A (003152), which achieved a net value increase of 0.92% in the quarter [1]. Fund Performance Summary - Chen Qiming's managed funds include: - Huafu Dacai Flexible Allocation Mixed C (003153) with an annualized return of 5.68% and a Q2 increase of 0.70%, holding a major stock, Xuguang Electronics (600353.SH), at 7.23% of net value [2]. - Huafu Daxin Flexible Allocation Mixed A (003152) with an annualized return of 6.53% and a Q2 increase of 0.92%, also holding Xuguang Electronics at 7.23% of net value [2]. - During his tenure managing Huafu Value Growth Mixed A (410007), Chen achieved a cumulative return of 232.74% with an average annualized return of 11.77%, executing 96 stock adjustments with a success rate of 63.54% [2]. Stock Adjustment Cases - Notable stock adjustment cases managed by Chen Qiming include: - Boteng Co., Ltd. (300363) was bought in Q2 2018 and sold in Q3 2022, yielding an estimated return of 396.40% with a company performance growth of 1510.87% during the holding period [5]. - Yifeng Pharmacy (603939) was bought in Q2 2016 and sold in Q2 2019, yielding an estimated return of 96.12% with a company performance growth of 175.23% during the holding period [6]. - Beilu Pharmaceutical (300016) was bought in Q2 2015 and sold in Q1 2017, resulting in a loss of -59.25% despite a company performance growth of 264.70% during the holding period [7].