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工银新蓝筹股票A连续5个交易日下跌,区间累计跌幅2.44%
Jin Rong Jie· 2025-07-29 17:35
公开信息显示,现任基金经理盛震山先生:中国国籍,硕士研究生,曾先后在中国电信集团北京市电信有限 公司担任工程师,在中国移动通信有限公司研究院担任项目经理,在光大证券股份有限公司担任研究助理, 在诺安基金管理有限公司担任基金经理;2019年3月5日加入工银瑞信基金管理有限公司,现担任专户投资 部投资副总监、基金经理兼任投资经理。2023年1月13日至今,担任工银瑞信聚丰混合型证券投资基金基 金经理;2023年6月13日至今,担任工银瑞信领航三年持有期混合型证券投资基金基金经理。2023年9月26 日至今,担任工银瑞信精选回报混合型证券投资基金基金经理;2023年10月13日起担任工银瑞信新蓝筹股 票型证券投资基金基金经理。 据了解,工银新蓝筹股票A成立于2015年8月,基金规模3.47亿元,成立来累计收益率155.90%。从持有 人结构来看,截至2024年末,工银新蓝筹股票A的基金机构持有0.80亿份,占总份额的53.69%,个人投 资者持有0.69亿份,占总份额的46.31%。 截止2025年6月30日,工银新蓝筹股票A前十持仓占比合计50.37%,分别为:山东黄金(9.12%)、山金 国际(7.40%)、中 ...
平台筑基下的逆向价值实践:工银瑞信盛震山的可持续增长之道
Zhong Guo Jing Ji Wang· 2025-07-21 07:41
Core Insights - The article emphasizes the importance of a systematic research and investment platform in capital markets, highlighting how it enables the identification of structural opportunities and enhances dynamic adjustment efficiency [1] - ICBC Credit Suisse Asset Management has achieved significant performance in its equity funds, ranking first among 13 large equity fund companies in absolute returns over the past five years as of mid-2025 [1][2] - The investment philosophy of the fund manager, Sheng Zhenshan, focuses on value investing and systematic research, allowing for unique investment strategies that capitalize on market inefficiencies [4][5] Group 1: Investment Strategy and Performance - ICBC Credit Suisse has established a robust investment research ecosystem that integrates macro strategies, industry research, and team collaboration, providing precise navigation for fund managers [1][2] - The "1+4+7" decision-making framework includes one equity investment committee, four research sectors, and seven investment capability centers, facilitating efficient collaboration and decision-making [2] - As of mid-2025, 17 equity products managed by ICBC Credit Suisse received five-star ratings from Galaxy Securities, showcasing the effectiveness of their investment strategies [2] Group 2: Value Exploration and Risk Management - Sheng Zhenshan employs a unique investment philosophy that combines contrarian thinking with rigorous risk control, focusing on identifying undervalued assets amidst market noise [4][5] - The investment approach emphasizes a dynamic balance between fundamentals and valuations, prioritizing high-quality earnings and reasonable valuations while avoiding crowded trades [5] - Risk management is integral to the investment process, with a focus on maintaining a safety margin and diversifying the portfolio to mitigate risks [5] Group 3: Fund Performance Metrics - The ICBC Selected Return Mixed Fund, managed by Sheng Zhenshan, achieved a cumulative return of 29.43% since its inception on September 26, 2023, significantly outperforming its benchmark growth rate of 8.99% [6][8] - The fund maintained a low volatility profile, with a maximum drawdown of 8.10%, well below the industry average of 24.87% [6] - The investment strategy has shown adaptability, shifting focus from upstream resource sectors to downstream consumer sectors, reflecting a balanced approach to market conditions [7]