Performance Report - SHANGHAI

EH Quantitative Directional Long

The strategy actively trades a universe of companies with a history of aggressive price movement, taking positions in stocks based on a proprietary technical ranking derived from a multi-factor analysis of market action across multiple trading horizons. Strict risk management enforces a rapid 'go-to-cash' ruleset in bearish markets.

Forward test from inception 2024/05/29 to 2026/07/31

Overview

Annualized Returns: 49.50% Average Win Size: 3,776.45
Maximum Drawdown: 14.15% Average Loss Size: 2,471.73
Return over Maximum Drawdown: 3.49 Win/Loss Size Ratio: 1.53
Sharpe Ratio (Annualized): 4.01 Number of Closed and Open Positions: 1507
Sortino Ratio (Annualized): 0.80 Average Trade Value: 45,619 CNY
Number of Wins: 774 Average Closed Trade Duration: 6.7 days
Number of Losses: 733 Last Session Move: -4,746.50 (-0.26%), Baseline move: (0.72%)
Win/Loss Count Ratio: 1.06 (51% winners) Win Months(%) 70.4%
Includes 17 open positions with cash holdings of 634,806.00 CNY

Cash holdings are equivalent to 35% of Total Strategy Value (1,813,219.00 CNY) at this time.

Monthly Strategy Returns (%):

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2024 0 0 0 0 -1 -5 -4.5 -3.4 7.8 6.4 2.2 3.5 6
2025 3 6.6 -3.2 -6.2 0.8 5.1 7.5 5.9 9.4 8.9 4.2 5.4 47.4
2026 10 4.4 -3.4 6.8 12.6 15.7 -1.5 0 0 0 0 0 44.6

Open Positions:

Symbol Name Entry Date # Shares Entry Price Present Price Move Max Move Days HeldPrice Trailing Stop Profit Annualized
601598Sinotrans Limited2026-07-22136005.946.5410.10%11.27%8 6.363 (2.7%)8,160.00303.0%
603259WUXI APPTEC CO LTD2026-07-22600125.12128.432.64%1.86%8 123.732 (3.7%)1,986.0079.3%
600690Haier Smart Home Co., Ltd2026-07-22370021.7623.196.57%6.93%8 22.74 (1.9%)5,291.00197.1%
600039Sichuan Road & Bridge Co., Ltd2026-07-2374008.789.032.84%5.12%7 8.751 (3.1%)1,850.0097.6%
688363BLOOMAGE BIOTECHNOLOGY CORPORAT2026-07-23160038.3840.034.29%4.29%7 37.379 (6.6%)2,640.00147.4%
601139Shenzhen Gas Corp Ltd2026-07-2499006.516.550.61%0.61%6 6.379 (2.6%)396.0024.5%
900948Inner Mongolia Yitai Coal Co Ltd2026-07-24230002.822.8792.09%2.09%6 2.836 (1.5%)1,357.0083.6%
601919COSCO SHIPPING Holdings Co., Ltd2026-07-27420015.3415.631.89%2.34%5 15.318 (2%)1,218.0090.7%
601166Industrial Bank Co., Ltd2026-07-27350018.4818.902.27%3.35%5 18.538 (1.9%)1,470.00109.0%
600967Inner Mongolia First Machinery Group Co Ltd2026-07-28550011.6811.60-0.68%1.88%4 10.787 (7%)-440.00-41.1%
688002RAYTRON TECHNOLOGY CO LTD2026-07-28400150.20141.65-5.69%2.37%4 126.072 (11%)-3,420.00-341.5%
603129ZHEJIANG CF MOTO POWER CO LTD2026-07-29200299.50306.222.24%2.59%3 271.642 (11.3%)1,344.00179.5%
600419Xinjiang Tianrun Dairy Co., Ltd2026-07-3073008.888.65-2.59%0.00%2 7.801 (9.8%)-1,679.00-310.8%
603766Loncin Motor Co Ltd2026-07-30440014.5314.711.23%2.68%2 13.572 (7.7%)792.00148.6%
600352Zhejiang Longsheng Group Co., Ltd2026-07-30480013.2913.28-0.07%1.95%2 11.518 (13.3%)-48.00-9.0%
600663Shanghai Lujiazui Finance & Trade Zone D2026-07-3086007.528.036.78%10.63%2 7.669 (4.5%)4,386.00813.8%
600000Shanghai Pudong Development Bank Co., Ltd2026-07-3167009.599.51-0.83%1.25%1 8.914 (6.3%)-536.00-200.2%
Total Value (CNY) of 17 Open Positions:1,151,625.0024,767.00117.8%

Closed Month-To-Date Performance:

Symbol Name # Shares Buy Date Buy Price Sell Date Sell Price Max Move DurationPrice Profit ROI
600552Triumph Science & Technology Co Ltd31002026-06-2930.992026-07-0130.705.13%3 -899.00-0.9%
600460Hangzhou Silan Microelectronics Co Ltd20002026-06-2446.922026-07-0250.5018.41%7 7,160.007.6%
600176China Jushi Co., Ltd13002026-06-2671.002026-07-0267.826.38%5 -4,134.00-4.5%
688200BEIJING HUAFENG TEST & CONTROL1002026-06-30525.892026-07-02474.991.00%3 -5,090.00-9.7%
603010Zhejiang Wansheng Co., Ltd59002026-06-2916.442026-07-0317.5812.53%5 6,726.006.9%
600378Haohua Chemical Science & Technology Corp., Ltd12002026-07-0176.812026-07-0379.496.97%3 3,216.003.5%
600367Guizhou Redstar Developing Co Ltd16002026-07-0259.002026-07-0354.498.13%2 -7,216.00-7.6%
603678FUJIAN TORCH ELECTRON TECHNOLOG11002026-07-0185.602026-07-0682.472.80%4 -3,443.00-3.7%
601678Befar Group Co Ltd125002026-07-037.752026-07-066.980.00%2 -9,625.00-9.9%
603505China Kings Resources Group Co.,Ltd40002026-07-0324.142026-07-0621.731.03%2 -9,640.00-10%
603259WUXI APPTEC CO LTD7002026-06-30125.002026-07-07119.400.93%6 -3,920.00-4.5%
603713MILKYWAY INTELLIGENT SUPPLY CHA12002026-06-2976.242026-07-0877.884.93%8 1,968.002.2%
600641Shanghai Wanye Enterprise Co Ltd20002026-07-0347.762026-07-0842.981.00%4 -9,560.00-10%
600458Zhuzhou Times New Material Technology Co., Ltd57002026-07-0317.072026-07-0815.362.16%4 -9,747.00-10%
603006Shanghai Lianming Machinery Co Ltd55002026-07-0614.682026-07-0813.410.95%3 -6,985.00-8.7%
600215Changchunjingkai (Group) Co Ltd119002026-07-076.822026-07-086.150.87%2 -7,973.00-9.8%
600350Shandong Hi-speed Company Limited82002026-07-0311.812026-07-0912.7114.22%5 7,380.007.6%
603339Square Technology Group Co.,Ltd54002026-07-0714.842026-07-0915.515.66%3 3,618.004.5%
600885HONGFA TECHNOLOGY CO LTD20002026-07-0638.722026-07-1035.600.00%5 -6,240.00-8.1%
688200BEIJING HUAFENG TEST & CONTROL1002026-07-08472.552026-07-10520.0014.90%3 4,745.0010%
600999China Merchants Securities Co., Ltd43002026-07-0222.532026-07-1320.461.81%8 -8,901.00-9.2%
688036SHENZHEN TRANSSION HOLDINGS CO13002026-07-0760.152026-07-1365.5713.88%5 7,046.009%
600366Ningbo Yunsheng Co Ltd39002026-07-0816.412026-07-1314.770.60%4 -6,396.00-10%
688002RAYTRON TECHNOLOGY CO LTD5002026-07-09159.002026-07-13143.833.34%3 -7,585.00-9.5%
603313Healthcare Co., Ltd116002026-07-097.002026-07-148.5922.71%4 18,444.0022.7%
600345Wuhan Yangtze Communications Industry Group Co Ltd13002026-07-1060.952026-07-1455.001.52%3 -7,735.00-9.8%
600129Chongqing Taiji Industry (Group) Co Ltd49002026-07-1316.422026-07-1617.039.25%4 2,989.003.7%
603538Ningbo Menovo Pharmaceutical Co., Ltd26002026-07-1431.202026-07-1638.3522.91%3 18,590.0022.9%
603669Lionco Pharmaceutical Group Co., Ltd134002026-07-066.042026-07-176.5728.31%10 7,102.008.8%
600998Jointown Pharmaceutical Group Co., Ltd160002026-07-075.052026-07-205.173.76%10 1,920.002.4%
603444G-bits Network Technology (Xiamen) Co., Ltd1002026-07-08373.502026-07-20351.940.26%9 -2,156.00-5.8%
603501WILL SEMICONDUCTOR CO LTD SHANG7002026-07-10105.942026-07-20103.583.69%7 -1,652.00-2.2%
603129ZHEJIANG CF MOTO POWER CO LTD3002026-07-07266.752026-07-21279.687.59%11 3,879.004.8%
600755Xiamen Itg Group Corp Ltd137002026-07-095.922026-07-215.832.53%9 -1,233.00-1.5%
603519Jiangsu Liba Enterprise JSC Ltd54002026-07-1414.852026-07-2116.2318.51%6 7,452.009.3%
600018Shanghai International Port (Group) Co., Ltd160002026-07-095.062026-07-225.113.75%10 800.001%
600350Shandong Hi-speed Company Limited68002026-07-1511.912026-07-2311.454.78%7 -3,128.00-3.9%
600337Markor International Home Furnishings Co Ltd188002026-07-203.442026-07-233.170.58%4 -5,076.00-7.8%
600436ZHANGZHOU PIENTZEHUANG PHARMACE5002026-07-17142.752026-07-24133.992.71%6 -4,380.00-6.1%
600829HPGC Renmintongtai Pharmaceutical Corporation84002026-07-179.602026-07-248.718.33%6 -7,476.00-9.3%
600479Zhuzhou Qianjin Pharmaceutical Co Ltd80002026-07-1710.052026-07-249.490.89%6 -4,480.00-5.6%
601168Western Mining Co.,Ltd24002026-07-1733.232026-07-2436.2413.87%6 7,224.009.1%
600298Angel Yeast Co., Ltd21002026-07-1738.232026-07-2438.413.34%6 378.000.5%
600602Inesa Intelligent Tech Inc33002026-07-2319.642026-07-2417.853.20%2 -5,907.00-9.1%
600025Huaneng Lancang River Hydropower Inc82002026-07-149.792026-07-2710.014.39%10 1,804.002.2%
600511China National Medicines Corporation Ltd28002026-07-1728.042026-07-2727.270.32%7 -2,156.00-2.7%
600887Inner Mongolia Yili Industrial Group Co., Ltd24002026-07-2026.022026-07-2726.845.68%6 1,968.003.2%
600177Youngor Group Co.,Ltd82002026-07-207.862026-07-287.710.63%7 -1,230.00-1.9%
601939China Construction Bank Corporation80002026-07-1410.042026-07-2910.635.97%12 4,720.005.9%
600012Anhui Expressway Co Ltd37002026-07-2017.202026-07-2918.6210.93%8 5,254.008.3%
601038First Tractor Company Limited59002026-07-2213.582026-07-3113.875.30%8 1,711.002.1%
600674Sichuan Chuantou Energy Co Ltd39002026-07-2416.442026-07-3115.810.00%6 -2,457.00-3.8%
603338ZHEJIANG DINGLI MACHINERY CO LT11002026-07-2457.522026-07-3159.005.14%6 1,628.002.6%
600036China Merchants Bank Co., Ltd16002026-07-2739.122026-07-3139.743.65%5 992.001.6%

Month-To-Date Summary:
MTD Win Trades %:46.2%
MTD Avg # Entry Trades per Day:2.0
MTD Avg # Positions Held:13.5
MTD Win/Loss Size Ratio:0.95
MTD Avg Trade Duration:5.6
MTD Strategy Performance:-1.5%
MTD Baseline (000001.SS) Performance:-6.4%
MTD Strategy Outperformance compared to Baseline:4.8%
Sold Today:601038, 600674, 603338, 600036
Pending Buys:600588, 600398, 688111, 600064, 600298, 603589

Notes:

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's position, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Investors should consider the investment objectives, risks, and charges and expenses of the above system carefully before investing.

Last Session Date: 2026/07/31