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New quality productivity empowers high-end manufacturing, Southern Fund's Zhang Lei explores industry growth opportunities
Gelonghui April 8 | Currently, the cultivation of new quality productivity is accelerating, and high-end equipment manufacturing, as one of its core carriers, is experiencing a period of policy and industry double dividends. Zhang Lei, fund manager of Southern High-end Equipment Hybrid Fund (Class A 202027; Class C 005207) under Southern Fund, accurately captures investment opportunities amid industry upgrades and technological breakthroughs, helping investors share industry development dividends.
Zhang Lei believes that the industry trend of new technologies is gradually becoming one of the identifiable directions that can be grasped: The role of OpenClaw lobster-related processes is quite significant, with its information sorting and processing capabilities showing clear advantages over traditional manual methods. The annual revenue of leading overseas model companies has rapidly risen to $30 billion. The industries of artificial intelligence and other new technologies are not in opposition to traditional industries; both can achieve coordinated development.
The long-term performance of the Southern High-end Equipment Hybrid Fund (Class A 202027; Class C 005207) managed by Zhang Lei is very impressive. Data from Tonghuashun shows that as of April 7, 2026, the net value growth rate of the Southern High-end Equipment Hybrid Fund (Class A) over the past year was 85.76%, significantly outperforming the same-period performance benchmark by 33.27%. Another product managed by him, Southern Vision Return Stock (Class A: 011384; Class C: 011385), is also worth attention.
Southern High-end Equipment Hybrid Fund (Class A 202027; Class C 005207)
Southern Vision Return Stock (Class A: 011384; Class C: 011385)