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林念2025年三季度表现,工银主题策略混合A基金季度涨幅43.97%
Sou Hu Cai Jing· 2025-10-27 23:31
Group 1 - The core point of the article highlights that fund manager Lin Nian oversees a total of 8 funds, with the best-performing fund being the ICBC Thematic Strategy Mixed A (481015), which achieved a quarterly net value increase of 43.97% by the end of Q3 2025 [1] Group 2 - The ICBC Global Selected Stocks (QDII) fund has a scale of 9.29 billion yuan, with an annualized return of 9.99% and a Q3 2025 increase of 2.52% [2] - The ICBC Thematic Strategy Mixed A fund has a scale of 8.40 billion yuan, with an annualized return of 11.35% and a Q3 2025 increase of 43.97% [2] - The ICBC Global Stocks (QDI) RMB fund has a scale of 4.83 billion yuan, with an annualized return of 7.74% and a Q3 2025 increase of 10.69% [2] - The ICBC Global Stocks (ODII) USD fund has a scale of 4.58 billion yuan, with an annualized return of -31.67% and a Q3 2025 increase of 11.65% [2] - The ICBC Dividend Mixed fund has a scale of 3.41 billion yuan, with an annualized return of 3.25% and a Q3 2025 increase of 16.12% [2] - The ICBC Thematic Strategy Mixed C fund has a scale of 0.17 billion yuan, with an annualized return of -6.09% and a Q3 2025 increase of 43.77% [2] - Lin Nian's management of the ICBC Dividend Mixed fund (481006) has resulted in a cumulative return of 120.68% and an average annualized return of 9.1% during his tenure [2] Group 3 - Lin Nian executed a total of 141 adjustments in heavy stocks during his management period, with 80 profitable adjustments, resulting in a win rate of 56.74% [2] - There were 5 instances of doubling returns, with a multiplier of 3.55% [2] Group 4 - Notable stock adjustments include: - Dongfang Caifu, bought in Q2 2020 and sold in Q3 2021, with an estimated return of 155.53% and a company performance growth of 79% [3][5] - Heng Rui Pharmaceutical, bought in Q4 2018 and sold in Q2 2020, with an estimated return of 96.36% and a company performance growth of 59.23% [7] - Bai Run Co., bought in Q4 2022 and sold in Q1 2024, with an estimated return of -36.61% despite a company performance growth of 37.96% [7]
拓荆科技股价涨5.14%,工银瑞信基金旗下1只基金重仓,持有40.07万股浮盈赚取533.27万元
Xin Lang Cai Jing· 2025-10-24 02:01
Group 1 - The core viewpoint of the news is that拓荆科技 has experienced a significant stock price increase, rising 5.14% on October 24, with a total market capitalization of 764.79 billion yuan and a cumulative increase of 7.08% over four consecutive days [1] - The company specializes in the research, production, sales, and technical services of high-end semiconductor equipment, with 96.47% of its main business revenue coming from semiconductor equipment [1] - The stock's trading volume on the reporting day was 8.20 billion yuan, with a turnover rate of 1.09% [1] Group 2 - 工银瑞信基金 has a significant holding in拓荆科技, with its 工银主题策略混合A fund increasing its position by 11,300 shares in the second quarter, making it the largest holding in the fund [2] - The fund has achieved a year-to-date return of 38.32% and a one-year return of 41.79%, ranking 1677 out of 8154 and 1152 out of 8025 respectively in its category [2] - The fund manager, 林念, has been in charge for nearly 10 years, with the fund's best return during his tenure being 113.14% [2]