Core Viewpoint - The report highlights the strong performance of the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed A Fund, with a net profit of 510 million yuan in the first half of 2025 and a net asset value growth rate of 35.06% [2]. Fund Performance - As of September 2, the fund's unit net value was 0.847 yuan, with a one-year cumulative net value growth rate of 79.72%, the highest among its peers [2][5]. - The fund's performance over the last three months showed a growth rate of 31.99%, ranking 32 out of 138 comparable funds [5]. - The fund's three-year Sharpe ratio was -0.1852, ranking 85 out of 105 comparable funds [24]. Investment Focus - The fund manager expressed optimism about opportunities in the medical device and innovative drug sectors, emphasizing the importance of self-sufficiency in investments [2]. - The report noted that domestic medical device companies are closing the technological gap with international counterparts, supported by policies encouraging domestic replacements [2]. Valuation Metrics - As of June 30, 2025, the fund's weighted average price-to-earnings (P/E) ratio was approximately 118.27, slightly below the industry average of 120.96 [10]. - The weighted average price-to-book (P/B) ratio was about 5.93, compared to the industry average of 4.07 [10]. - The weighted average price-to-sales (P/S) ratio was around 10.01, while the industry average was 6.52 [10]. Growth Metrics - For the first half of 2025, the weighted revenue growth rate of the fund's stock holdings was 0.17%, while the weighted net profit growth rate was -11.96% [17]. - The fund's average stock position over the last three years was 75.13%, lower than the industry average of 86.95% [29]. Fund Composition - As of June 30, 2025, the fund had a total of 51,000 holders, with individual investors holding 99.64% of the shares [33]. - The top ten holdings included companies such as Sangfor Technologies, Innovent Biologics, and BeiGene [39].

2025年8月22日，国际医学(000516.SZ)发布2025年半年度报告。截至2025年8月21日，共有6个机构投资 者披露持有国际医学A股股份，合计持股量达7.42亿股，占国际医学总股本的33.14%。其中，机构投资 者包括陕西世纪新元商业管理有限公司、申华控股集团有限公司、银河德睿资本管理有限公司、西安商 业科技开发公司、申万宏源证券有限公司、香港中央结算有限公司，机构投资者合计持股比例达 33.14%。相较于上一季度，机构持股比例合计下跌了0.46个百分点。 公募基金方面，本期较上一季未再披露的公募基金共计4个，包括汇添富医疗积极成长一年持有混合 A、金鹰策略配置混合、广发资管盛世精选混合A、浙商汇金转型驱动。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.29%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai Fuhua Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant growth in various time frames [1] - As of June 30, 2025, the fund's net value is 0.8287 yuan, with a growth of 1.78% [1] - The fund has achieved a return of 4.71% over the past month, 51.75% over the past six months, and 67.08% year-to-date, ranking 4497 out of 4701, 93 out of 4538, and 117 out of 4492 respectively [1] Group 2 - The top ten stock holdings of the fund account for a total of 61.79%, with significant positions in companies such as Sanofi (10.07%), Innovent Biologics (8.94%), and Kelun-Biotech (8.71%) [1] - The fund was established on August 21, 2020, and has a total scale of 1.922 billion yuan as of June 30, 2025 [1] - The fund manager is Zheng Lei, who has extensive experience in the medical and healthcare investment sector [2]

简历显示：郑磊先生:中国国籍,复旦大学社会医学与卫生事业管理硕士,曾任国泰君安证券有限公司研究 员、中海基金管理有限责任公司医药行业分析师、2014年12月17日至2017年11月8日任中海医药混合的 基金经理,2015年6月9日至2017年11月8日任中海医疗保健主题股票的基金经理。2017年11月加入汇添富 基金,2018年8月8日至2025年5月23日任添富创新医药混合的基金经理,2019年4月9日至今任汇添富医药保 健混合的基金经理,2020年3月13日至今任汇添富中盘积极成长混合的基金经理。2020年8月21日至今任 汇添富医疗积极成长一年持有期混合型证券投资基金基金经理。2021年3月25日至2022年7月7日任汇添 富健康生活一年持有期混合型证券投资基金的基金经理。 来源：金融界 金融界2025年8月14日消息，汇添富医疗积极成长一年持有混合A(009664) 最新净值0.8263元，增长 1.04%。该基金近1个月收益率15.15%，同类排名506|4688；近6个月收益率63.14%，同类排名60|4532； 今年来收益率66.59%，同类排名84|4490。 汇添富医疗积极成长一年持有混合 ...

来源：金融界 公开资料显示，汇添富医疗积极成长一年持有混合A基金成立于2020年8月21日，截至2025年6月30日， 汇添富医疗积极成长一年持有混合A规模19.22亿元，基金经理为郑磊。 简历显示：郑磊先生:中国国籍,复旦大学社会医学与卫生事业管理硕士,曾任国泰君安证券有限公司研究 员、中海基金管理有限责任公司医药行业分析师、2014年12月17日至2017年11月8日任中海医药混合的 基金经理,2015年6月9日至2017年11月8日任中海医疗保健主题股票的基金经理。2017年11月加入汇添富 基金,2018年8月8日至2025年5月23日任添富创新医药混合的基金经理,2019年4月9日至今任汇添富医药保 健混合的基金经理,2020年3月13日至今任汇添富中盘积极成长混合的基金经理。2020年8月21日至今任 汇添富医疗积极成长一年持有期混合型证券投资基金基金经理。2021年3月25日至2022年7月7日任汇添 富健康生活一年持有期混合型证券投资基金的基金经理。 金融界2025年8月12日消息，汇添富医疗积极成长一年持有混合A(009664) 最新净值0.7909元，下跌 1.25%。该基金近1个月收益率 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant growth in various time frames [1] - As of June 30, 2025, the fund's latest net value is 0.8101 yuan, reflecting a growth of 4.14% [1] - The fund has achieved a one-month return of 21.65%, a six-month return of 64.72%, and a year-to-date return of 63.33%, with respective rankings of 296 out of 4764, 63 out of 4579, and 72 out of 4542 in its category [1] Group 2 - The top ten stock holdings of the fund account for a total of 61.79%, with significant positions in companies such as Sanofi (10.07%), Innovent Biologics (8.94%), and Kelun-Biotech (8.71%) [1] - The fund was established on August 21, 2020, and as of June 30, 2025, it has a total scale of 1.922 billion yuan [1] - The fund manager is Zheng Lei, who has extensive experience in the medical and healthcare investment sector [2]

AI基金汇添富医疗积极成长一年持有混合A（009664）披露2025年二季报，第二季度基金利润2.85亿元，加权平均基金份额本期利润0.0982元。报告期内， 基金净值增长率为17.18%，截至二季度末，基金规模为19.22亿元。 该基金属于偏股混合型基金，长期投资于医药医疗股票。截至7月18日，单位净值为0.799元。基金经理是郑磊，目前管理4只基金近一年均为正收益。其 中，截至7月18日，汇添富医疗积极成长一年持有混合A近一年复权单位净值增长率最高，达66.18%；汇添富中盘积极成长混合A最低，为16.82%。 基金管理人在二季报中表示，二季度，我们对组合进行了一定的调整，主要看好三个方向：科技创新、自主可控、消费复苏，行业上我们仍然看好新技术带 动的产业机会，进一步加仓了创新药；此外，基于当前全球经济环境，我们认为部分医疗器械行业即将迎来国产替代的良好时机，看好"卡脖子"环节的医疗 器械龙头公司未来的成长性。 截至7月18日，汇添富医疗积极成长一年持有混合A近三个月复权单位净值增长率为38.36%，位于同类可比基金31/138；近半年复权单位净值增长率为 63.09%，位于同类可比基金29/138；近一 ...

金融界2025年6月23日消息，汇添富医疗积极成长一年持有混合A(009664) 最新净值0.6735元，增长 2.14%。该基金近1个月收益率9.25%，同类排名105|4699；近6个月收益率34.70%，同类排名72|4539； 今年来收益率35.79%，同类排名89|4559。 汇添富医疗积极成长一年持有混合A股票持仓前十占比合计56.30%，分别为：科伦博泰生（9.63%）、 百济神州-U（8.84%）、康方生物（7.07%）、贝达药业（5.98%）、聚光科技（4.70%）、海思科 （4.65%）、康诺亚-B（4.62%）、翰森制药（4.46%）、爱博医疗（3.30%）、信达生物（3.05%）。 公开资料显示，汇添富医疗积极成长一年持有混合A基金成立于2020年8月21日，截至2025年3月31日， 汇添富医疗积极成长一年持有混合A规模16.80亿元，基金经理为郑磊。 简历显示：郑磊先生:中国国籍,复旦大学社会医学与卫生事业管理硕士,曾任国泰君安证券有限公司研究 员、中海基金管理有限责任公司医药行业分析师、2014年12月17日至2017年11月8日任中海医药混合的 基金经理,2015年6月9日至2 ...

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant returns in various time frames [1] - As of June 18, 2025, the fund's latest net value is 0.6747 yuan, reflecting a growth of 0.63% [1] - The fund's performance over the past month has yielded a return of 16.12%, ranking 61 out of 4668 in its category [1] - Over the past six months, the fund has achieved a return of 31.70%, ranking 103 out of 4512 [1] - Year-to-date, the fund has returned 35.18%, ranking 89 out of 4534 [1] Group 2 - The top ten stock holdings of the fund account for a total of 56.30%, with the largest holding being Kelun-Botai at 9.63% [1] - Other significant holdings include BeiGene-U (8.84%), Kangfang Biotech (7.07%), and Betta Pharmaceuticals (5.98%) [1] - The fund was established on August 21, 2020, and as of March 31, 2025, it has a total scale of 1.68 billion yuan [1] Group 3 - The fund manager, Zheng Lei, has a background in social medicine and health management from Fudan University and has held various positions in the finance and investment sectors [2] - Zheng Lei has been with Huatai-PineBridge since November 2017 and has managed multiple funds, including the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund since its inception [2]

Group 1 - The core viewpoint of the news is the performance and holdings of the Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund A, which has shown significant growth in recent months and year-to-date [1]. - As of June 3, 2025, the fund's latest net value is 0.6515 yuan, reflecting a growth of 1.53%. The fund has achieved a return of 6.35% over the past month, 20.21% over the past six months, and 29.38% year-to-date [1]. - The fund's top ten stock holdings account for a total of 56.30%, with notable positions in companies such as Kelun-Botai (9.63%), BeiGene-U (8.84%), and Kangfang Biotech (7.07%) [1]. Group 2 - The Huatai-PineBridge Medical Active Growth One-Year Holding Mixed Fund A was established on August 21, 2020, and as of March 31, 2025, it has a total scale of 1.68 billion yuan [1]. - The fund manager, Zheng Lei, has extensive experience in the finance and healthcare sectors, having held various positions in research and fund management since 2014 [2].