The robot-themed fund "Purity" increases AI brings investment opportunities in energy storage.

According to the quarterly report of Hua Fu Technology Dynamic in 2025 released on January 14th, although the fund's performance in the fourth quarter was average, due to the continuation of the "technology boom" in 2025, investors' enthusiasm for purchasing remained high. As a result, the shares of Hua Fu Technology Dynamic increased from 16.24 billion shares at the end of the third quarter to 23.97 billion shares, representing a significant growth compared to 1.08 billion shares at the end of 2024. In terms of investment strategy, the fund had a stock position of 87.34% at the end of last year, and in the fourth quarter, the allocation strategy was still focused on the robotics sector. Looking ahead in the quarterly report, fund manager Shen Cheng still has a strong confidence in the robotics sector. He stated that the industrialization of humanoid robots is continuing both domestically and internationally, and domestic industry chain companies are expected to benefit significantly. Another product managed by the aforementioned fund manager Shen Cheng - Hua Fu New Energy, also saw a significant increase in size in the fourth quarter of last year, rising from 13.1 billion shares in the third quarter to 35.45 billion shares at the end of the fourth quarter. In terms of holdings, the fund increased its allocation to midstream materials and upstream resources in the lithium battery sector, as well as the photovoltaic sector, while reducing its holdings in wind power, humanoid robots, and intelligent driving sectors.