证券之星消息，截止2025年四季度末，基金经理赵蓓旗下共管理7只基金，本季度表现最佳的为工银养 老产业股票A（001171），季度净值跌11.44%。 赵蓓在担任工银医疗保健股票（000831）基金经理的任职期间累计任职回报192.7%，平均年化收益率 为10.08%。期间重仓股调仓次数共有95次，其中盈利次数为65次，胜率为68.42%；翻倍级别收益有8 次，翻倍率为8.42%。 以下为赵蓓所任职基金的部分重仓股调仓案例： 重仓股调仓示例详解： 1、英科医疗（300677）翻倍案例： 赵蓓管理的工银医疗保健股票基金在20年1季度买入英科医疗，在持有1年又0个季度后在21年1季度卖 出。持有期间的估算收益率为812.18%，持有期间英科医疗在2020年到2021年的年报营业总收入增幅达 17.37%。 2、乐普医疗（300003）调仓案例： 赵蓓管理的工银医疗保健股票基金在15年4季度买入乐普医疗，在持有4年又3个季度后在20年3季度卖 出。持有期间的估算收益率为99.44%，持有期间乐普医疗在2015年到2020年的年报归属净利润增幅达 245.93%。 3、爱尔眼科（300015）折戟案例： 以上内容为证 ...

Core Viewpoint - The AI Fund ICBC Pension Industry Stock A (001171) reported a profit of 111 million yuan for the first half of 2025, with a weighted average profit per fund share of 0.0911 yuan, and a net asset value growth rate of 6.75% during the reporting period [3] Fund Performance - As of September 3, the fund's net value growth rates were 18.94% over the past three months, 25.95% over the past six months, 38.09% over the past year, and 5.03% over the past three years, ranking 42/54, 43/54, 45/53, and 30/47 among comparable funds respectively [6] Fund Valuation - As of June 30, 2025, the fund's weighted price-to-earnings ratio (TTM) was approximately 39.95 times, with a weighted price-to-book ratio (LF) of about 4.09 times, and a weighted price-to-sales ratio (TTM) of approximately 5.39 times, compared to the average of comparable funds [12] Growth Metrics - For the first half of 2025, the fund's weighted revenue growth rate (TTM) was 0.03%, and the weighted net profit growth rate (TTM) was -0.01%, with a weighted annualized return on equity of 0.1% [19] Fund Holdings and Structure - As of June 30, 2025, the fund had a total of 80,600 holders, with a total of 1.171 billion shares held. Management employees held 1.6579 million shares (0.14%), institutions held 17.96%, and individual investors held 82.04% [36] - The fund's top ten holdings included companies such as Heng Rui Pharmaceutical, Kelun Pharmaceutical, and Mindray Medical [41]