Group 1 - The first batch of equity funds has entered the second quarter report disclosure period, with three funds from Tongtai Fund leading the way [1] - Tongtai Yuanjian focuses on the North Exchange market and ranks high among similar funds, while Tongtai Financial Selection maintains a focus on the financial sector [1][4] - The North Exchange market has seen a significant rebound, with the North Zheng 50 Index up 35.9% year-to-date as of July 9 [3] Group 2 - Tongtai Yuanjian's net value increased by 47.06% year-to-date, indicating strong performance in a volatile market [3] - Tongtai Industry Upgrade shifted its focus from bank stocks to the humanoid robot industry, reflecting a strategic adjustment due to market conditions [4] - The financial sector remains a key focus for Tongtai Financial Selection, which emphasizes the low valuation of brokerage and fintech stocks [4] Group 3 - The overall market is still leaning towards technology growth sectors, particularly small-cap stocks, with Tongtai Industry Upgrade showing a year-to-date net value increase of 17.32% [4] - As of the end of the second quarter, Tongtai Yuanjian's scale decreased to 237 million, while Tongtai Industry Upgrade's scale increased significantly to 145 million [4] - The second half of the year is expected to see continued focus on technology and finance, with potential growth in fintech and robotics sectors [6][7]

一批北交所主题基金净值新高。 北交所持续走强，市场交投活跃，同泰基金对记者分析，这反映了市场对北交所高质量扩容和流动性改善的认 可，更体现了在技术进步、行业产业景气度提升大背景下，市场对于北交所上市企业业绩增长的长期信心。 开年以来，除了机器人、港股科技等主题基金业绩一路飙涨之外，较为小众化的北交所主题基金也表现强势， 今年全部实现18%以上正收益，其中同泰远见、广发北证50成份等25只北交所主题基金净值涨幅超30%。 机构表示，北交所市场反弹离不开支持政策不断出台、机构投资多元化、市场流动性提升、基本面改善等多重 利好。 在北交所已经大幅反弹的当下，机构认为，短期需审慎优选估值合理的标的进行配置，不过中长期来看，其作 为"专精特新"企业孵化器的定位明确，叠加流动性改善与高质量扩容，结构性机会将不断涌现。 北交所主题基金表现强势 近期，北交所主题基金成为市场上除机器人、港股科技之外表现最强的主题基金之一。 今年以来，北交所主题基金全部实现正收益，其中同泰远见、广发北证50成份、博时北证50成份等25只北交所 主题基金净值涨幅均超30%，引发市场广泛关注。 目前市场上共计超30只北交所主题基金，其中22只基金为 ...