On April 19, Huabao Sino -CSI’s subdivision of the food and beverage industry theme trading open index securities investment fund initiative connection fund disclosed the first quarter report of 2024.The fund’s reporting period was 104,300 yuan during the reporting period, and the fund size at the end of the period was 500.679 million yuan.

The report shows that the performance comparative benchmark is a percentage point. The following is the basis for the net worth yield and the performance comparison of the same period since it was established (the return rate of the theme index of the China Stock Exchange Food and Beverage Industry) Trend comparison:

Since the effectiveness of the fund contract, the cumulative net value growth rate of the fund and the comparison of the changes in the reference yield of comparison with the performance comparison with the same period of the same period

Since the effectiveness of the fund contract, the cumulative net value growth rate of the fund and the comparison of the changes in the reference yield of comparison with the performance comparison with the same period of the same period

In terms of investment portfolios, as of the end of the reporting period, the proportion of investment in the investment was reached.

Specifically, the top ten heavy stocks held by the fund are respectively.

For the fund investment strategy and operation analysis during the reporting period, in the first quarter of 2024, the fundamentals continued to restore the trend, the supply and demand was coordinated, and the effect of the industrial stable growth policy of key industries was prominent.In March, the manufacturing PMI recorded 50.8%, which was 1.7 percentage points from the previous value, and the manufacturing industry was significantly recovered.Looking forward to the future, it is expected that the domestic macro policy environment is still loose. With the continuous landing of domestic stable growth policies and the gradual recovery of consumer confidence, the fundamental fundamentals are expected to continue to improve.In terms of market, the overall A -share shows a structural market, and the performance of different sectors is obvious.In the first quarter of 2024, banks, coal, home appliances, non -ferrous and other industries performed well. Medicine, computers, electronics, real estate and other industries performed weak performance.During the reporting period, the large -scale blue -chip indexes represented by the Shanghai and Shenzhen 300 index rose 3.40%and 3.10%respectively; the GEM index as the representative of growth stocks fell 3.87%.During this reporting period, the CSI’s theme index of the food and beverage industry has increased by 1.05%.