华富时代锐选混合A

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陈奇2025年二季度表现,华富时代锐选混合A基金季度涨幅1.84%
Sou Hu Cai Jing· 2025-07-12 03:11
Core Insights - The best-performing fund managed by Chen Qi in the second quarter of 2025 is the Huafu Times Selected Mixed A Fund (016119), with a net value increase of 1.84% [1] - Chen Qi has managed two funds, with the Huafu Times Selected Mixed C Fund (016120) showing a slightly lower increase of 1.74% [2] Fund Performance - Huafu Times Selected Mixed A Fund has a scale of 0.59 billion yuan and an annualized return of -4.91% [2] - Huafu Times Selected Mixed C Fund has a scale of 0.10 billion yuan and an annualized return of -5.29% [2] Investment Strategy - During Chen Qi's tenure managing the Huafu Wulian World Flexible Allocation Mixed A Fund (001709), the cumulative return was 75.1% with an average annualized return of 10.27% [2] - The fund had 92 adjustments in heavy stocks, with a win rate of 53.26% [2] Notable Stock Adjustments - Significant stock adjustments include: - Ningde Times: Purchased in Q2 2020, sold in Q1 2023, with an estimated return of 192.52% and a company revenue growth of 696.74% [4] - East Mountain Precision: Purchased in Q2 2024, sold in Q1 2025, with an estimated return of 99.11% and a company revenue growth of 9.27% [4] Underperforming Stocks - Notable underperforming stocks include: - Unisoc Microelectronics: Purchased in Q2 2022, sold in Q3 2024, with an estimated return of -67.26% and a revenue decline of 22.6% [5] - New Yichang: Purchased in Q1 2023, still held, with an estimated return of -59.62% [3]