中国经济网北京2月11日讯今日，鑫元基金公告，鑫元科创AI指数发起式、鑫元中证800红利低波动ETF 联接、鑫元中证800自由现金流指数、鑫元中证800红利低波动ETF增聘莫志刚。 莫志刚历任万家基金管理有限公司量化研究员，南华基金管理有限公司基金经理助理、基金经理，西藏 东财基金管理有限公司基金经理，华夏理财有限责任公司投资经理。2025年5月加入鑫元基金管理有限 公司，历任基金经理助理。 | 基金名称 | 鑫元上证科创板人工智能指数型发起式证券投资基金 | | --- | --- | | 基金简称 | 鑫元科创 AI 指数发起式 | | 基金主代码 | 024409 | | 基金管理人名称 | 鑫元基金管理有限公司 | | 公告依据 | 《证券基金经营机构董事、监事、高级管理人员及从业人员监督管 | | | 理办法》、《公开募集证券投资基金信息披露管理办法》、《证券期货 | | | 经营机构投资管理人员注册登记规则》等, | | 基金经理变更类型 | 增聘基金经理 | | 新任基金经理姓名 | 莫志刚 | | 共同管理本基金的其他基 | 刘宇涛 | | 金经理姓名 | | | 基金名称 | 鑫元中证 80 ...

Core Viewpoint - The performance of public equity funds has been generally strong in 2025, but some funds, particularly the "Xinyuan Consumer Selection Mixed Fund," have experienced significant losses, highlighting issues in the fund's management and strategy [1][2][15]. Fund Performance - As of November 2025, the average net value growth rates for ordinary stock funds and mixed equity funds were 28.96% and 29.54%, respectively, while the Xinyuan Consumer Selection Mixed Fund saw declines of 20.93% and 21.24%, ranking last among 4,437 similar products [2][3]. - The fund's net value has halved since its inception, indicating poor long-term performance [2][3]. Fund Management and Strategy - The Xinyuan Consumer Selection Mixed Fund has shown a high turnover rate, increasing from 307.74% at the end of 2023 to 1116.15% in mid-2025, suggesting aggressive trading strategies [4][5]. - The fund has undergone frequent management changes, with three different fund managers in less than three years, which may contribute to its inconsistent performance [6][7]. Market Position and Challenges - Xinyuan Fund, established in 2013, has a significant focus on fixed-income products, with equity products accounting for less than 4% of its total assets as of September 2025 [9][11]. - Despite launching several new equity funds in 2025, many have struggled to attract external investment, raising concerns about the fund's market appeal and brand recognition [13][14]. Future Outlook - The Xinyuan Consumer Selection Mixed Fund faces potential liquidation risks if it does not achieve a minimum asset size of 200 million yuan within three years of its establishment [8][9]. - The management team is under pressure to improve equity performance and overcome the "specialization" issue in fixed-income products, which is critical for the fund's future success [15].

Group 1 - The first batch of data center REITs, namely Southern Runze Technology Data Center REIT and Southern Wanguo Data Center REIT, were listed on August 8, raising 4.5 billion yuan and 2.4 billion yuan respectively [1] - Several funds, including China Merchants Asset Management Zhi Da Hong Li You Xuan and Green Technology Growth, began their issuance on August 8, focusing on popular investment directions this year [1] - The Ministry of Finance and the State Taxation Administration announced the resumption of value-added tax on interest income from newly issued government bonds, local government bonds, and financial bonds starting from today [1]