Core Insights - In September, the A-share market continued to rise, particularly driven by technology stocks, with the ChiNext Index increasing by over 12% [1] - Among 1,038 ordinary equity funds, 815 funds achieved positive performance in September, representing 78% of the total [1] - The top five funds with gains exceeding 30% were all managed by Harvest Fund, highlighting strong performance in the new energy and clean energy sectors [1] Fund Performance - The top-performing funds included Harvest New Energy New Materials Stock A and C, Harvest Intelligent Automotive Stock, and Harvest Clean Energy Stock, with gains ranging from 30.20% to 31.28% [1] - The management team for Harvest New Energy New Materials Stock consists of experienced managers Yao Zhipeng and Xiong Yuzhou, who have been with Harvest Fund for several years [1] Top Holdings - The top ten holdings of Harvest New Energy New Materials Stock include major companies such as CATL, Putailai, and Yiwei Lithium Energy, most of which saw significant increases in September [2] - Harvest Intelligent Automotive Stock has a similar portfolio to Harvest New Energy New Materials Stock, indicating a focused investment strategy in lithium battery materials [3] - Other funds like Manulife New Energy Stock and Eimi Low Carbon Economy Stock also reported gains of over 25%, with a focus on new energy and semiconductor sectors [3] Sector Analysis - The clean energy sector, particularly companies involved in lithium battery materials, has shown strong performance, with funds like Harvest Clean Energy Stock and others heavily invested in this area [4] - The overall performance of ordinary equity funds was positive, with only 22 funds experiencing a decline of more than 5% in September [4] - Funds focused on the healthcare sector, such as Red Soil Innovation Medical Health Stock and Golden Eagle Medical Health Stock, faced declines, indicating sector-specific challenges [5]

Group 1 - The core point of the news is that Shangtai Technology's stock price increased by 5.01% to 69.19 CNY per share, with a trading volume of 409 million CNY and a turnover rate of 3.77%, resulting in a total market capitalization of 18.045 billion CNY [1] - Shangtai Technology, established on September 27, 2008, and listed on December 28, 2022, specializes in the research, production, and sales of lithium-ion battery anode materials and carbon products [1] - The company's main business revenue composition includes: anode materials 91.57%, graphitized coke 4.29%, others 3.62%, and diamond carbon source 0.52% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Jianxin Fund holds a significant position in Shangtai Technology [2] - Jianxin Environmental Industry Stock A (001166) held 279,800 shares in the second quarter, accounting for 3.48% of the fund's net value, ranking as the tenth largest heavy stock [2] - The fund has achieved a year-to-date return of 22.94% and a one-year return of 37.83%, with a total fund size of 392 million CNY [2] Group 3 - The fund manager of Jianxin Environmental Industry Stock A is Huang Ziling, who has been in the position for 4 years and 152 days [3] - Under Huang Ziling's management, the fund's total asset size is 1.302 billion CNY, with the best return during his tenure being 51.62% and the worst return being 23.87% [3]

Group 1 - The core viewpoint of the news is that Shangtai Technology (001301.SZ) has reported its semi-annual results for 2025, highlighting significant institutional investor interest and changes in shareholding patterns [1] Group 2 - As of August 19, 2025, a total of 20 institutional investors disclosed holdings in Shangtai Technology, with a combined shareholding of 57.0734 million shares, representing 21.88% of the total share capital [1] - The top ten institutional investors collectively hold 20.64% of the shares, which is a decrease of 2.94 percentage points compared to the previous quarter [1] Group 3 - In the public fund sector, one fund, namely Jiashi Clean Energy Stock A, reduced its holdings slightly, while six new public funds disclosed their holdings, including Hongde Strategic Transformation Stock and Jianxin Environmental Industry Stock A [2] - One new social security fund, the National Social Security Fund 418 Combination, disclosed its holdings in Shangtai Technology, while one fund, the National Social Security Fund 602 Combination, was no longer disclosed [2] - In the insurance sector, one insurance company, Taikang Life Insurance Co., Ltd., increased its holdings by 0.2%, and one new insurance investor was disclosed [2] - Foreign investment sentiment showed a decrease in holdings from Hong Kong Central Clearing Limited by 1.54% compared to the previous quarter [2]