申万菱信乐同混合A
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申万菱信乐同混合A基金经理变动:增聘卜忠林为基金经理
Sou Hu Cai Jing· 2025-10-25 01:45
Core Insights - The announcement on October 25, 2025, reveals the appointment of Bu Zhonglin as the new fund manager for Shenwan Hongyuan Leting Mixed Fund (013085) effective from the same date [1] - As of October 24, 2025, the net value of Shenwan Hongyuan Leting Mixed Fund was 0.8123, reflecting a daily increase of 2.6% and a yearly increase of 24.02% [1] Fund Manager Profile - Bu Zhonglin, a Chinese national with a master's degree, has been involved in the financial sector since 2016, previously working at firms such as Industrial Securities, Xiaoxiang Capital, and Kaisheng Rongying Technology [1] - He joined Shenwan Hongyuan Fund in February 2022 and has been managing the Shenwan Hongyuan Intelligent Driving Stock Fund since October 16, 2024 [1] Fund Performance - The funds managed by Bu Zhonglin include: - Shenwan Hongyuan Intelligent Driving Stock A (Code: 005825) with a return of 70.91% since October 16, 2024 [1] - Shenwan Hongyuan Intelligent Driving Stock C (Code: 015159) with a return of 70.17% since October 16, 2024 [1] - A review of the major holdings shows that the Shenwan Hongyuan Intelligent Driving Stock A fund added Zhaoyi Innovation in Q4 2024 at an average price of 519.16, maintaining the position for three quarters, with the latest average price at 660.21, resulting in an estimated return of 27.17% [1]
迪威尔股价涨5.49%,申万菱信基金旗下1只基金重仓,持有144.91万股浮盈赚取326.04万元
Xin Lang Cai Jing· 2025-10-21 06:10
截至发稿,付娟累计任职时间13年184天,现任基金资产总规模37.11亿元,任职期间最佳基金回报 172.37%, 任职期间最差基金回报-36.32%。 10月21日,迪威尔涨5.49%,截至发稿,报43.25元/股,成交1.29亿元,换手率1.58%,总市值84.19亿 元。 数据显示,申万菱信基金旗下1只基金重仓迪威尔。申万菱信乐同混合A(013085)二季度持有股数 144.91万股,与上期相比持股数量不变,占基金净值比例为5.23%,位居第六大重仓股。根据测算,今 日浮盈赚取约326.04万元。 资料显示,南京迪威尔高端制造股份有限公司位于江苏省南京市江北新区迪西路8号,成立日期2009年8 月19日,上市日期2020年7月8日,公司主营业务涉及专业研发、生产和销售油气设备专用件。 申万菱信乐同混合A(013085)成立日期2021年9月6日,最新规模5.99亿。今年以来收益24.49%,同类 排名3309/8162;近一年收益23.97%,同类排名3186/8024;成立以来亏损19.9%。 从基金十大重仓股角度 申万菱信乐同混合A(013085)基金经理为付娟。 风险提示:市场有风险,投资需谨慎。 ...