Group 1 - The core viewpoint of the report indicates that the pharmaceutical and communication sectors performed well during the period, while the overall market saw declines in major indices [2][8][13] - The report highlights that the average return of actively managed equity funds decreased by 0.26%, while actively managed bond funds saw a slight increase of 0.08% [2][16] - The report notes that the long-term pure bond funds outperformed other bond categories, with an average return of 0.15% for the period [16][17] Group 2 - The report identifies that the pharmaceutical sector has shown strong performance, with several actively managed equity funds focused on this sector achieving high returns [14][15] - The report provides a detailed analysis of various fund categories, indicating that the average return for QDII funds varied significantly, with energy commodity QDII funds leading at 4.54% [18][20] - The report emphasizes that the average return for the equity funds in the Greater China region was notably high at 33.16% for the year [18][20]

证券投资基金研究报告/基金周报 报告日期：2025年07月07日 本期（2025.6.30-2025.7.4）上证指数上涨 1.40%，深证成指上涨 1.25%。申万一级行业涨多跌少，其中钢铁和建筑材料行业表现较好。 海外权益市场重要指数涨多跌少，国际黄金价格上涨。本期各类型基金 均上涨。主动投资股票基金较上期上涨 1.82%，主动投资混合基金上涨 1.25%，主动投资债券基金上涨 0.17%；QDII 基金较上期上涨 0.63%。 图 1、基金指数近一年收益率走势 数据来源：wind，上海证券基金评价研究中心； 起止时间：2024 年 7 月 5 日——2025 年 7 月 4 日 图 2、各类型基金本期收益率（%） 数据来源：wind，上海证券基金评价研究中心；数据截至 2025 年 7 月 4 日 注：主动投资股票基金、混合基金及债券基金平均收益率采用中国开放式主动管理基 金系列指数收益率；其他类型基金平均收益率采用样本基金收益率算术平均值 分析师：池云飞 执业证书编号：S0870521090001 电话：021-53686397 E-mail: chiyunfei@shzq.com 研究助理：汪雪凝 ...