Group 1 - Public funds have collectively increased their stock positions in Q3, with an average stock position of 83.28%, up 2.13 percentage points from Q2 [1] - The average stock position for equity open-end funds reached 90.14%, an increase of 2.26 percentage points from the previous quarter [1] - The concentration of holdings in public funds has risen, with stock open-end funds and mixed open-end funds seeing increases in concentration by 0.94 percentage points and 2.1 percentage points, respectively [1] Group 2 - Most fund companies have raised their stock positions, with only 37 companies showing a slight decrease; 27 companies have an average stock position exceeding 90% [2] - Notable fund managers have significantly increased their positions, with some funds reaching over 90% stock allocation, such as the funds managed by Guo Jie and He Chongkai [2] - Several mixed funds are nearing full investment, with significant increases in equity assets, including the Zhongxin Jian Investment fund, which saw a stock position increase of over 10 percentage points [3] Group 3 - Some funds have notably reduced their stock positions, indicating market risk; for instance, the fund managed by Wu Wei decreased its stock position from 90% to 60% [3][4] - The performance of style indices has shown significant differences, suggesting that fund managers need to evaluate not only growth potential but also pricing rationality and industry dynamics [4]

平安瑞兴1年持有混合A/C成立于2020年11月4日，截至2025年8月22日，其今年来收益率为3.23%、 3.09%，成立来收益率为37.83%、34.99%，累计净值为1.3783元、1.3499元。 | 基金名称 | 平安瑞兴1年持有期混合型证券投资基金 | | --- | --- | | 基金简称 | 平安瑞兴1年持有混合 | | 基金主代码 | 010056 | | 基金管理人名称 | 平安基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办 | | | 法》 | | 基金经理变更类型 | 解聘基金经理 | | 新任基金经理姓名 | - | | 共同管理本基金的其他基金经理姓名 | 高勇标 | | 高任基金经理姓名 | 张文平 | 中国经济网北京8月25日讯近日，平安基金公告，张文平离任平安瑞兴1年持有混合，高勇标管理。 高勇标曾先后任职于国海证券股份有限公司自营分公司投资经理助理、深圳市尧山财富管理有限公司投 资管理部副总经理、恒大人寿保险有限公司固定收益部投资经理。2017年4月加入平安基金管理有限公 司，曾任投资研究部固定收益组投资经理，现任固定收益投资中心总监助理、 ...