截至发稿，苗梦羽累计任职时间4年95天，现任基金资产总规模72.68亿元，任职期间最佳基金回报 60.42%， 任职期间最差基金回报-40.03%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，国泰基金旗下1只基金重仓中联重科。国泰中证基建ETF（159619）三季度增持48.38万股， 持有股数121.48万股，占基金净值比例为5.06%，位居第六大重仓股。根据测算，今日浮盈赚取约10.93 万元。 国泰中证基建ETF（159619）成立日期2022年2月9日，最新规模1.92亿。今年以来收益8.52%，同类排 名3592/4195；近一年收益7.3%，同类排名3561/4179；成立以来收益5.85%。 国泰中证基建ETF（159619）基金经理为苗梦羽。 12月30日，中联重科涨1.06%，截至发稿，报8.57元/股，成交2.05亿元，换手率0.34%，总市值741.18亿 元。 资料显示，中联重科股份有限公司位于湖南省长沙市银盆南路361号，成立日期 ...

Group 1 - The article provides an overview of the performance of various funds, highlighting the top and bottom performers based on net asset value updates as of July 21, 2025 [3][4]. - The top 10 funds with the highest net value growth include several ETFs focused on construction materials, indicating a strong performance in this sector [3]. - The bottom 10 funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund C, show a decline in net value, suggesting challenges in their respective strategies [4]. Group 2 - The Shanghai Composite Index experienced a rebound, with a trading volume of 1.72 trillion, and a significant number of stocks advancing compared to those declining [6]. - The construction materials and engineering machinery sectors led the market with gains exceeding 4%, reflecting positive sentiment in these industries [6]. - The fund with the fastest net value growth is the Fortune China Securities All Index Construction Materials ETF, which aligns with the strong performance of the construction materials sector [6]. Group 3 - The top holdings of the leading construction materials fund include companies like Conch Cement and North New Materials, which have shown significant price increases [7]. - The fund's style is categorized as passive index tracking, specifically following the China Securities All Index Construction Materials Index, indicating a focus on the construction materials industry [7]. - In contrast, the pharmaceutical sector funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund, have underperformed, with significant declines in key holdings like BeiGene and Zai Lab [7].

Group 1 - The Shanghai Composite Index has re-entered the 3500-point mark after nine months, with trading volume exceeding 1 trillion yuan for 31 consecutive days, which has encouraged investors [1] - Investors are experiencing confusion due to the rapid rotation among sectors such as pharmaceuticals, technology, new energy, and banking, leading to difficulties in decision-making [1] Group 2 - Northbound capital, often referred to as "smart money," has shown a significant inflow trend from Q4 2024 to Q2 2025, with the construction and decoration sector receiving the most attention [2][4] - The construction and decoration sector is benefiting from a shift in supply-demand dynamics due to government policies aimed at reducing "involution" in the industry, which has been struggling with oversupply [4][5] Group 3 - Recent government policies are expected to boost the real estate sector, which in turn will positively impact the construction and decoration industry [4][5] - Two main strategies for investors to follow Northbound capital include investing in ETFs that track the China Securities Index for infrastructure and construction materials [6] Group 4 - Specific ETFs tracking the China Securities Index for infrastructure have shown stable returns, with the Yinhua China Securities Infrastructure ETF achieving a return of 9.00% [8] - ETFs tracking the China Securities Index for construction materials have outperformed those for infrastructure, with the Guotai China Securities Construction Materials ETF returning 12.92% [9]