王麦琪 制图 "永赢现象"A/B面 ◎记者 王彭 在竞争白热化的国内公募基金行业，一家年轻的基金公司正以令人瞩目的速度崛起。凭借在固收领域的 深厚根基，以及在指数、主动权益产品上的前瞻性"卡位"，永赢基金管理规模快速增长，被业界称 为"永赢现象"。 随着"永赢现象"逐渐走入行业视野，其"剑走偏锋"的发展路径亦引发业内深度思考与探讨。一面是，永 赢基金凭借独特的业务打法与产品策略实现了快速崛起，成为业内借鉴的样本；另一面则是，其高速成 长背后所隐含的行业共性问题与潜在风险不容小觑。 淡季播种"等风来" 银行系出身的永赢基金，成立仅十二载，在短短5年内，市场排名持续提升，非货规模于今年三季度末 一路杀到行业第18位。 细究永赢基金的成长路径，其实并不复杂——战略清晰，打法精准，节奏得当。这种模式在其产品布局 上体现得淋漓尽致：以固收业务为"压舱石"，以权益类产品为"开路先锋"，在细分赛道上频频落子、前 瞻卡位。这种"淡季播种，旺季收获"的布局思路，使其在竞争激烈的基金行业中开辟了一条差异化发展 之路。 在近一年主动权益基金业绩排行榜上，永赢基金旗下多只产品表现突出，成为市场关注焦点。Choice数 据显示：截至1 ...

Group 1 - Over 300 active equity funds have reached new year-to-date highs in net value since April 7, driven by structural investment opportunities and a focus on domestic consumption [1][2] - As of April 28, 38 funds achieved new year-to-date highs, with a total of 302 funds since April 7, reflecting a market rebound supported by favorable policies [1][2] - Funds heavily invested in the consumer sector, such as Guotai Consumer Select and Pengyang Consumer Industry Mixed Fund, have shown remarkable performance amid rising domestic demand [1] Group 2 - The Shunwan Lingxin LeRong One-Year Holding Mixed Fund has reported over 30% returns year-to-date, focusing on trendy toys, gold jewelry, and pet-related sectors [2] - The Longcheng Pharmaceutical Industry Selected Mixed Fund has achieved a year-to-date return of 49.78%, with several other pharmaceutical funds also exceeding 35% returns [2] - Fund managers are increasingly adapting their strategies to capture emerging consumption opportunities, moving away from traditional investment paths [3] Group 3 - Fund managers emphasize the importance of understanding consumer demands and adapting to the preferences of younger generations, which is driving a new consumption cycle [3] - Investment strategies are evolving to include a broader range of assets and sectors, focusing on growth stocks, policy-driven companies, and dividend-paying value companies [3]