AI基金同泰新能源1年持有股票A（015145）披露2025年半年报，上半年基金利润178.14万元，加权平均基金份额本期利润0.0547元。报告期内，基金净值增 长率为7.8%，截至上半年末，基金规模为2820.2万元。 截至9月3日，同泰新能源1年持有股票A近三个月复权单位净值增长率为15.82%，位于同类可比基金35/44；近半年复权单位净值增长率为1.67%，位于同类 可比基金44/44；近一年复权单位净值增长率为33.27%，位于同类可比基金30/44。 该基金属于标准股票型基金，长期投资于先进制造股票。截至9月3日，单位净值为0.968元。基金经理是陈宗超，目前管理的4只基金近一年均为正收益。其 中，截至9月3日，同泰数字经济股票A近一年复权单位净值增长率最高，达119.36%；同泰行业优选股票A最低，为17.54%。 基金管理人在中期报告中表示，可控核聚变作为人类能源的终极解决方案，在技术成熟、大规模商用后，其投资体量有望超过风电、光伏、锂电池等行业。 当前行业仍处在实验堆和工程堆的建设阶段，距离投入商用仍需要一些时间，但全球多个实验堆的建设总投资规模也能达到上百亿人民币，同时，随着技术 的进步 ...

Group 1 - The core viewpoint of the news is that the AI Fund Tongtai New Energy 1-Year Holding Stock A has reported a profit of 186,900 yuan for the second quarter of 2025, with a net asset value growth rate of 0.93% [3] - As of July 18, the fund's unit net value is 0.892 yuan, and the fund manager, Chen Zongchao, has managed four funds with positive returns over the past year [3] - The fund has increased its investment weight in controllable nuclear fusion, which is seen as a potential future energy solution due to its advantages in fuel supply, low emissions, safety, and economic viability [3] Group 2 - As of July 18, the fund's one-year return rate is 18.88%, ranking 23 out of 44 comparable funds [4] - The fund's maximum drawdown since inception is 38.24%, with the largest quarterly drawdown occurring in Q1 2024 at 24.41% [12] - The top ten holdings of the fund as of the end of the second quarter of 2025 include Zhongke Technology, Xuguang Electronics, and others [19]