Group 1: Leadership Changes - Xiaoyi Helen Huang has resigned as Chairman of Fidelity Fund due to personal reasons, effective July 18, with Shaojie Li appointed as the new Chairman [1] - Zhang Shunguo has been appointed as the new Chief Supervisor of Industrial Fund, effective July 18, previously serving as Vice General Manager [2] - Liu Jian has been appointed as Vice General Manager of Tongtai Fund, having previously been promoted to Assistant General Manager earlier this year [6][7] Group 2: Investment Trends - Central Huijin Asset Management has significantly increased its holdings in multiple broad-based ETFs, with total purchases exceeding 190 billion yuan in the second quarter [3] - The innovative drug sector has seen the emergence of four "doubling funds" in 2023, with the top performer, Huatai-PB Hong Kong Advantage Selection, achieving a 133.72% increase [4] - Zhang Kun's fund management has shown notable changes, including the addition of JD Health to the top ten holdings and a reduction in Tencent Holdings [5] Group 3: Market Performance - On July 21, the market experienced a strong upward trend, with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year, led by sectors such as cement, machinery, and steel [8]

Group 1 - Liu Jian has been promoted to Vice General Manager of Tongtai Fund, marking another case of a high-performing fund manager advancing within the company [1][3] - Liu Jian previously held positions at Hang Seng Bank (China), Baoying Fund Management, and Ping An Fund Management before joining Tongtai Fund in June 2020 [3] - Liu Jian has managed two funds, Tongtai Preferred Allocation 3-Month Holding Mixed FOF and Tongtai Active Allocation 3-Month Holding Stock FOF, since late 2021 [3][4] Group 2 - The Tongtai Preferred Allocation 3-Month Holding Mixed FOF has shown strong performance, with a net value growth rate of 24.55% over the past year, significantly outperforming its benchmark of 12.84% [4] - The fund's strategy includes a mix of different types of ETFs and index funds, along with selected active funds, aiming for both relative and absolute returns [4] - Liu Jian anticipates structural investment opportunities in the capital market, focusing on new productivity sectors and benefiting from a low-interest-rate environment [4] Group 3 - The trend of high-performing fund managers being promoted to higher positions is evident in the industry, with several recent examples from various fund companies [6][7] - Promotions often reflect a strategy to attract and retain top-performing fund managers, although there are concerns about potential conflicts of interest and divided focus due to dual roles [7]

【导读】刘坚升任同泰基金副总经理 中国基金报记者 天心 又有绩优基金经理高升。 据同泰基金最新公告，公司总经理助理、 资产配置与产品开发部总监兼基金经理 刘坚升任公 司副总，成为基金经理 " 绩而优则仕 " 的最新案例。 又有基金经理升任公司副总 又有基金经理晋升为公司副总。 7 月 19 日，同泰基金发布高级管理人员变更公告，任命刘坚为公司副总经理。这距离他在年 初被任命为总经理助理仅过去半年时间。 公开资料显示，刘坚曾任恒生银行（中国）有限公司副总裁、宝盈基金管理有限公司产品经 理、平安基金管理有限公司产品设计副总监等职。 2020 年 6 月加入同泰基金，现任公司副 总经理、资产配置与产品开发部总监兼基金经理。就在今年 1 月 2 日，同泰基金刚公告，由 刘坚担任公司总经理助理一职。 Wind 数据显示，刘坚自 2021 年 10 月 29 日、 2022 年 11 月 3 日先后出任同泰优选配 置 3 个月持有混合 FOF 、同泰积极配置 3 个月持有股票型 FOF 等两只基金的基金经理。 二季报显示，该基金 A 类份额过去一年的净值增长率为 24.55% ，同期业绩比较基准收益率 为 12.84% ...