永赢高端装备智选混合发起A（015789）基金经理为张璐。 从震有科技十大流通股东角度 数据显示，永赢基金旗下1只基金位居震有科技十大流通股东。永赢高端装备智选混合发起A （015789）三季度增持18.65万股，持有股数120.17万股，占流通股的比例为0.62%。根据测算，今日浮 盈赚取约265.58万元。连续3天上涨期间浮盈赚取926.53万元。 永赢高端装备智选混合发起A（015789）成立日期2022年7月15日，最新规模2.09亿。今年以来收益 54.74%，同类排名750/8100；近一年收益48.15%，同类排名996/8065；成立以来收益14.74%。 12月18日，震有科技涨5.11%，截至发稿，报45.46元/股，成交7.32亿元，换手率8.77%，总市值87.54亿 元。震有科技股价已经连续3天上涨，区间累计涨幅21.69%。 资料显示，深圳震有科技股份有限公司位于广东省深圳市光明区凤凰街道东坑社区光明凤凰广场2栋 2801，成立日期2005年4月4日，上市日期2020年7月22日，公司主营业务涉及通信系统设备相关产品的 研发、生产、销售与服务。主营业务收入构成为：数智网络及智慧应急 ...

Core Viewpoint - The report highlights the performance and investment strategy of the Yongying High-end Equipment Select Mixed Fund, focusing on the satellite internet sector as a key investment opportunity in the high-end equipment industry, with a notable net value growth during the second quarter of 2025 [1][2]. Fund Overview - The fund is managed by Yongying Fund Management Co., Ltd. and is a mixed-type open-end fund that primarily invests in high-end equipment-related assets [1]. - As of the end of the reporting period, the total fund shares amounted to 691,393,948.39 [1]. Financial Performance - The net value growth rate for Class A shares was 4.80% during the reporting period, while Class C shares saw a growth rate of 4.69% [4][5]. - The performance benchmark for Class A shares yielded a return of 0.67% during the same period [4]. Investment Strategy - The fund aims to achieve medium to long-term stable appreciation of net asset value while controlling risks through diversified asset allocation strategies, including stocks, fixed income, and derivatives [1][2]. - The fund's investment focus is on the satellite internet sector, which is seen as a critical area for future growth and technological advancement [2][4]. Sector Analysis - The report indicates that the satellite internet sector is gaining traction due to increased military orders and the normalization of satellite launches, with significant developments in low Earth orbit satellite networks [2][4]. - The fund's investment strategy includes monitoring the progress of satellite internet projects and the advancement of key technologies within the industry [2]. Portfolio Composition - As of the reporting period, the fund's assets were primarily allocated to the manufacturing sector (84.04%) and information technology services (10.28%), with a total equity investment of approximately 529.14 million yuan [5]. - The fund did not hold any bonds or asset-backed securities during the reporting period [5]. Shareholder Information - The report details the changes in fund shares, with Class A shares totaling 138,536,669.50 and Class C shares totaling 552,857,278.89 at the end of the reporting period [5][6]. - The fund management did not utilize proprietary funds for investment in the fund during the reporting period [6].

Core Viewpoint - The article provides an analysis of the performance of fund managers managing over 100 billion yuan in assets, highlighting their average returns in the first half of 2025 across different fund types, including stock, mixed, and bond funds [3][4][10]. Group 1: Stock Fund Managers - There are 139 stock fund managers with a total management scale exceeding 5.21 trillion yuan, achieving an average return of 4.34% in the first half of 2025, with 76.98% of them reporting positive returns [4][5]. - The top-performing stock fund managers include Zhang Lu from Yongying Fund, who achieved a return of 32.14% with a management scale of 127.69 billion yuan [7][8]. - Other notable managers include Tian Ximeng from Fuquan Fund, with a return of 23.51% and a management scale of 536.01 billion yuan [9]. Group 2: Mixed Fund Managers - There are 68 mixed fund managers managing over 1.84 trillion yuan, with an average return of 2.20% in the first half of 2025 [10][11]. - The top mixed fund manager is Zheng Lei from Huatai-PB Fund, achieving a return of 21.69% with a management scale of 117.20 billion yuan [12][13]. - Other top performers include Wan Qiong from Bosera Fund, with a return of 12.55% and a management scale of 506.10 billion yuan [15]. Group 3: Bond Fund Managers - A total of 425 bond fund managers manage over 12.36 trillion yuan, with an average return of 1.08% in the first half of 2025 [17]. - The leading bond fund manager is Guo Jun from Bosera Fund, achieving a return of 7.59% with a management scale of 458.39 billion yuan [19][20]. - Liu Wenliang from Southern Fund follows with a return of 5.15% and a management scale of 107.26 billion yuan [22].