8月4日，嘉益股份连续6个交易日下跌，区间累计跌幅-8.65%。浙江嘉益保温科技股份有限公司创办于 2004年,地处浙江省金华市武义县白洋工业区。 财报显示，汇添富基金旗下3只基金进入嘉益股份前十大股东。其中汇添富消费升级混合A今年二季度 增持，汇添富消费行业混合今年二季度增持，汇添富价值创造定开混合今年二季度新进。 其中，汇添富消费升级混合A今年以来收益率21.39%，同类排名837(总3671)，汇添富消费行业混合今年 以来收益率-2.55%，同类排名3569(总3671)，汇添富价值创造定开混合今年以来收益率16.56%，同类排 名1258(总3671)。 汇添富消费升级混合A、汇添富消费行业混合、汇添富价值创造定开混合基金经理为胡昕炜。 简历显示，胡昕炜先生:国籍:中国。学历:清华大学工学硕士。相关业务资格:证券投资基金从业资格。 从业经历:2011年加入汇添富基金任行业分析师。2016年4月8日至今任汇添富消费行业混合基金的基金 经理,2017年7月28日至2019年8月28日任添富添福吉祥混合基金的基金经理,2017年9月20日至2019年8月 28日任添富盈润混合基金的基金经理,2018年1月1 ...

Core Viewpoint - The article discusses the shifting investment focus from traditional consumer stocks like Kweichow Moutai to emerging brands like Pop Mart, highlighting the performance and strategies of fund manager Hu Xinwei and the challenges faced by his fund management company, Huitianfu [3][5][15]. Group 1: Investment Performance - Hu Xinwei's management of the Huitianfu Consumption Industry Mixed Fund saw a significant decline, with the fund's net value dropping from a peak of 9.977 yuan to 4.591 yuan, representing a decline of over 50% [5][7]. - In contrast, Hu's other fund, Huitianfu Consumption Upgrade, achieved approximately 20% returns this year due to a strategic shift away from Moutai and increased investment in Pop Mart [5][8]. - Huitianfu's overall revenue for 2024 was 4.828 billion yuan, a year-on-year decline of 10.12%, while net profit was 1.548 billion yuan, a year-on-year increase of 9.33% [5][13]. Group 2: Fund Management Challenges - Huitianfu has seen a decline in its industry ranking, dropping to 9th place, primarily due to a focus on cost-cutting and efficiency improvements [5][13]. - The company has faced criticism for the disparity in performance among its funds, raising concerns about fair treatment of investors [5][11]. - The article notes a talent gap within Huitianfu, with several star fund managers struggling to maintain performance, leading to a loss of investor confidence [11][14]. Group 3: Investment Strategy and Market Position - Hu Xinwei's investment strategy has evolved to include a focus on dividend yield, indicating a shift in evaluation standards for consumer leaders [8][9]. - The article categorizes fund managers into four types based on their investment styles, with Hu being labeled as a "trend follower" for his aggressive investment in Pop Mart [10][12]. - Huitianfu's product lineup has been criticized for being overly concentrated in certain sectors, missing opportunities in emerging industries like new energy and semiconductors [13][14].