Group 1 - The innovative drug sector has seen significant performance this year, with multiple funds achieving net value doubling, and the top performer nearing a 140% return, leading to a suspension of new subscriptions [1][3] - As of July 28, the top-performing fund, Huatai-PineBridge Hong Kong Advantage Selected Mixed Fund (QDII), reported a return of 139.12%, attracting substantial inflows [3][4] - Other notable funds include Changcheng Pharmaceutical Industry Selected Mixed Fund with a return of 129.35% and Zhongyin Hong Kong Stock Connect Pharmaceutical Mixed Fund at 119.64% [4] Group 2 - The innovative drug sector remains a focal point for market attention, with strong inflows into various innovative drug-themed ETFs, indicating robust investor interest [7] - On July 30, Huabao Hong Kong Stock Connect Innovative Drug ETF surged nearly 9%, prompting the fund company to issue a risk alert due to high premium rates [7][9] - The trading volume for Huabao Hong Kong Stock Connect Innovative Drug ETF reached 2.502 billion yuan, with a turnover rate of 568.61%, reflecting intense market activity [9] Group 3 - Fund managers highlight the ongoing support from policies, continuous R&D advancements, and accelerated internationalization as key factors for the innovative drug sector's positive outlook [9][10] - Upcoming clinical data and academic conferences, such as the European Society of Cardiology Congress and the European Society for Medical Oncology Congress, are expected to catalyze further developments in the sector [9] - The internationalization of China's innovative drug industry is gaining momentum, with numerous product collaboration agreements with multinational companies, enhancing investor confidence [10]

Group 1 - The performance of actively managed equity funds has significantly improved this year, with over 90% achieving positive returns and a notable emergence of "doubling funds" [1][2] - As of July 28, the average return of actively managed equity funds is 13.74%, with nearly 400 funds exceeding 30% returns and around 60 funds surpassing 60% [1] - Several funds have reported returns exceeding 100%, including the Changcheng Medical Industry Selected Mixed Fund at 120.89% and the Huatai-PB Hang Seng Innovation Drug ETF [1][2] Group 2 - Funds heavily invested in the innovative drug sector have shown strong performance, with the sector continuing to rise as of July 29, indicating potential for more "doubling funds" [2] - Other sectors such as technology and new consumption are also performing well, with funds like the GF Growth Leading Mixed Fund achieving a return of 90.5% [2] - The risk appetite of private equity and financing funds has played a crucial role in driving market uptrends since June 23, contributing to a structural market rally [2] Group 3 - The market recovery has sparked enthusiasm among fund companies, with 48 equity funds currently in issuance and 39 more set to launch soon [3] - Public funds have increased their stock positions significantly, with the average allocation for equity mixed funds rising to approximately 85.99% as of July 25, up by 2.05 percentage points from July 18 [3]

随着基金二季报陆续披露，多只基金产品规模呈现爆发式增长，部分"迷你基"上演惊人逆转。其中，长 城医药产业精选混合基金规模从一季度末的0.36亿元猛增至二季度末的11.32亿元，增幅超30倍，成为当 季耀眼黑马之一。 面对二季度震荡行情，主动权益基金经理普遍选择提升进攻性。长城医药产业精选混合权益仓位从 72.48%升至75.89%，重点加码创新药板块，三生制药、石药集团新晋前十大重仓股。同泰远见混合权 益仓位从78.65%提升至85.74%，前十大重仓股均为北交所上市公司。 重仓股"大换血"成为多家基金公司的共同选择。永赢基金旗下产品操作尤为激进：永赢科技智选的前十 大重仓股全部换新，持仓名单包括新易盛、中际旭创、天孚通信、胜宏科技、源杰科技、长芯博创、沪 电股份、工业富联、太辰光、深南电路。 永赢医药健康同样大幅调整持仓，最新前十大重仓股分别为舒泰神、热景生物、益方生物、泰恩康、奥 赛康、康辰药业、荣昌生物、神州细胞、迪哲医药、汇宇制药。舒泰神、热景生物、益方生物等创新药 企跻身前十。 值得注意的是，中欧数字经济混合前十大重仓股更换显著，新易盛再度被重点配置——该股曾在2024年 第三季度成为其第一大重仓股 ...