7月14日，盾安环境连续4个交易日下跌，区间累计跌幅-2.28%。浙江盾安人工环境股份有限公司以"健康、舒适环境的引领者"为愿景,以"提升能效、优化环 境"为使命,多年来深耕制冷领域,主要业务涵盖零部件制造。 财报显示，景顺长城基金旗下2只基金进入盾安环境前十大股东。其中景顺长城能源基建混合A今年一季度不变，景顺长城竞争优势混合今年一季度新进。 其中，景顺长城能源基建混合A今年以来收益率2.19%，同类排名3572(总4561)，景顺长城竞争优势混合今年以来收益率4.09%，同类排名3077(总4561)。 景顺长城能源基建混合A、景顺长城竞争优势混合基金经理分别为邹立虎、刘苏。 简历显示，邹立虎先生:中国国籍,硕士研究生,曾任华联期货研究员、平安期货研究员、中信期货研究员。2015年6月加入国投瑞银基金管理有限公司量化投 资部,2015年12月9日至2017年9月13日期间担任国投瑞银白银期货证券投资基金(LOF)的基金经理助理,2017年3月6日至2017年9月13日期间担任国投瑞银中证 上游资源产业指数证券投资基金(LOF)的基金经理助理。2017年9月至2021年8月担任国投瑞银白银期货证券投资基金( ...

Core Viewpoint - The recent departures of prominent fund managers, including Zhang Kun and Bao Wuke, signal a potential shift in the public fund industry, raising concerns about whether public funds are becoming a "training ground for private equity" [3][4]. Group 1: Departure of Fund Managers - Bao Wuke, a notable fund manager with over 15 years of experience and an annualized return of approximately 15.5%, has officially announced his departure from the public fund sector [5][11]. - The market interpreted Bao Wuke's recent actions, such as appointing new fund managers, as indicative of his impending exit, which was confirmed over the weekend [3][4]. - The trend of high-performing fund managers leaving the public sector has raised questions about the future of public funds and their ability to retain talent [4]. Group 2: Performance and Management Transition - Bao Wuke managed a total of 16.2 billion yuan across eight funds before his departure, with the majority of his funds being handed over to three experienced managers, including Liu Su, Zhang Zhongwei, and Zou Lihua [11][12]. - Liu Su, who has 13 years of experience, is known for a balanced investment style, while Zhang Zhongwei, with over nine years of experience, is recognized for a growth-oriented approach focused on technology stocks [28][20]. - The performance of the funds under Bao Wuke's management has been strong, with a total return exceeding 380% over the past decade, indicating a solid track record that the new managers will need to uphold [5][11]. Group 3: Investment Styles and Strategies - Bao Wuke's investment strategy emphasized low volatility and steady returns, focusing on high-barrier companies with reasonable valuations [7][8]. - In contrast, Zhang Zhongwei's investment philosophy is centered on capturing growth in technology sectors, with a significant portion of his portfolio allocated to TMT (Technology, Media, Telecommunications) stocks [24][27]. - Liu Su's approach is more balanced, with a diversified portfolio that includes sectors like food and beverage and pharmaceuticals, aiming for stable long-term growth [30][28].

Group 1 - Haier Smart Home (600690.SH) reported its Q1 2025 results, with 358 institutional investors disclosing holdings of A-shares, totaling 3.953 billion shares, which represents 42.13% of the total share capital [1] - The top ten institutional investors include Haier Kaos Co., Ltd., Haier Group, and others, holding a combined 38.52% of shares, with a decrease of 1.09 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, 123 funds increased their holdings, with a holding increase ratio of 0.43%, including funds like E Fund Consumer Industry Stock and E Fund SSE 50 Enhanced A [2] - Conversely, 82 funds reduced their holdings, with a decrease ratio of 0.36%, including funds like Xingquan Helun Mixed A and Huatai-PB SSE 300 ETF [2] - A total of 73 new public funds were disclosed this period, while 887 funds were not disclosed compared to the previous quarter [2]