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“固收+”基金,利好来了
中国基金报· 2025-08-17 13:12
Core Viewpoint - The "fixed income +" funds are gaining popularity among investors due to the recent recovery in the capital market, with fund companies increasing their focus on this type of fund [2][4]. Fund Issuance and Market Trends - As of August 16, 2023, nine "fixed income +" funds were established in August, raising a total of 9.756 billion yuan, which is 93.3% of the total amount raised in July [4]. - The approval timeline for secondary bond funds with equity positions between 5% and 20% is expected to be shortened to within 15 working days [4]. - The introduction of a floating fee rate mechanism for "fixed income +" funds is anticipated [4]. - Major fund companies are optimistic about the potential of "fixed income +" products, as they cater to investors with low-risk preferences who still wish to benefit from stock market gains [4][5]. Investor Demand and Fund Performance - There is a clear demand for "fixed income +" funds as deposit rates have been continuously lowered, with the one-year fixed deposit rate now below 1.2% [5]. - Recent sales of "fixed income +" products have shown significant improvement, with one product's scale increasing from approximately 500 million yuan at the beginning of the year to nearly 3 billion yuan, a fivefold increase [6]. - The demand for "fixed income +" funds is further supported by a notable increase in subscriptions from banks, insurance companies, and securities firms since June, with July's subscription amount likely exceeding the total for the first half of the year [7]. Investment Strategy and Market Outlook - "Fixed income +" funds that offer high risk-adjusted returns and long-term success rates are particularly favored by investors [8]. - The current low interest rate environment and the increasing awareness of wealth management among residents are expected to strengthen the positioning of "fixed income +" funds as alternatives to traditional savings [8]. - Mid-volatility "fixed income +" products are seen as more suitable for the current market conditions, as the bond market is likely to enter a range-bound trading phase, and stock market recovery is anticipated [9].
大逆转!“9·24”以来,小盘基金平均收益率超84%
中国基金报· 2025-08-17 13:12
Core Viewpoint - Since the "9·24" market rally, small-cap funds have seen an average return of over 84%, with more than half of the products now subject to purchase restrictions [2][6]. Performance Summary - The A-share market has shown strong upward movement, with the Shanghai Composite Index surpassing the previous high of 3674 points set on October 8 last year, reaching a nearly four-year high since December 14, 2021 [4]. - The Wind data indicates that since September 24 last year, the Wind Micro-Cap Index has surged by 120.96%, with a year-to-date increase of 55.71%. The ChiNext Small Cap Index and the CSI 2000 Index have risen by 83% and 68%, respectively, ranking among the top two in performance among 20 national indices [4]. - As of August 15, 39 small-cap funds have achieved an average return of 84.6%, with 12 funds exceeding a 100% increase in net value [4]. Fund Purchase Restrictions - With rising net values, the number of small-cap funds imposing purchase restrictions has increased. Currently, 21 small-cap funds are either suspended from new subscriptions or large subscriptions, accounting for nearly 54% [7]. - The average fund size of small-cap funds is relatively small, with most below 4 billion yuan, and 32 funds having sizes under 1 billion yuan [8]. Market Dynamics and Future Outlook - The underlying logic for the excess returns of small-cap stocks is attributed to policy catalysts, liquidity easing, valuation recovery, and capital speculation. In a weak economic recovery environment, small and medium-sized enterprises are seen as innovation carriers [5]. - There are differing opinions on the future performance of small-cap stocks. Some believe that small-cap styles will continue to outperform due to market sentiment, liquidity environment, industry trends, and policy benefits [8]. - However, skepticism exists regarding the sustainability of small-cap stock gains, with concerns about high price-to-earnings ratios and the reliance on liquidity rather than earnings growth [9].
冲上热搜!微信给别人转账,记得加一个动作
中国基金报· 2025-08-17 12:19
来源:羊城晚报综合 都市快报等 微信转账暗藏玄机? 这个步骤不做小心吃大亏! 8月17日 关于微信转账的一个话题 词霸榜热搜 平时使用微信转账的小伙伴 是不是觉得"转完截个图就稳了"? 但其实这并不靠谱 尤其是借钱、大额转账这类事 万一聊天记录删除了 想要用截图来证明是非常困难的 微信里藏着一个自带的"安全工具" 能帮你拿到有法律效力的凭证 比截图什么的都管用 看完赶紧记下来 等对方收款后,打开微信点击【我】→【服务】→【钱包】→【账单】→【全部账单】→筛选【转 账】→【确定】→点击你支出的那笔转账记录→页面左下角点击【申请转账电子凭证】→最后点 【申请】就可以了。 首先,转账的时候一定要添加 转账说明。 | 当前状态 | 对方已收钱 | | --- | --- | | 转账说明 | 8月跑腿带 | | 转账时间 | 2025年8月10日 01:15:55 | | 收款时间 | 2025年 月10日 07:38:27 | | 支付方式 | 017): | | 转账单号 | 508101226538695761 | 以后可能有理都说不清 很多人不知道 | 凭证是否展示对方姓名 | | | --- | --- | ...
第二次综合演练,现场视频来了!
中国基金报· 2025-08-17 12:19
来源:央视新闻 央视军事 P had I shift in Ing any manufacture T Wall Hill Creation of t of the c. C ITV e 2 新闻联播 6 @央视军事 2 CCTV 发 6 总台央视记者 白央 黄显文 侯军 梁铮铮 艾达 赵继哲 李峥 新闻联播 6 @央视军事 ROHIV N B t was a grant CCTV T ck 2.5 6 @央视军事 总台央视记者 白央 黄显文 侯军 梁铮铮 艾达 赵继哲 李峥 耳用天 69,@央视军事 2 12 2 2 2 1 2 2 2 1 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 � 0 = T 国 - a 4 4 4 4 4 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 港股日报 数说人物 开盘速递 全球早班车 � 8 < D CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( Q 中国基金报 ) 即刻获取财经资讯 据央视新闻8月17日消息,记者从中国人 ...
暴涨93%,葛卫东“擒获”一牛股!高毅冯柳出手,连续加仓600298
中国基金报· 2025-08-17 11:37
Core Viewpoint - The article discusses the latest adjustments in stock holdings by well-known private equity firms in China, revealing their investment strategies and stock performance as of the second quarter of 2025. Group 1: High Yi Asset and Key Holdings - Gao Yi Asset's Feng Liu increased his stake in Angel Yeast by 3.5 million shares, bringing his total holdings to 35 million shares, with a market value of 1.231 billion yuan. This follows a previous increase of 13 million shares in the first quarter [8][11] - Feng Liu reduced his holdings in Hikvision by 12 million shares, now holding 338 million shares valued at 9.373 billion yuan, marking three consecutive quarters of reduction. Hikvision's stock price has decreased by 1.31% this year [8][11] - Feng Liu also cut his position in Dongcheng Pharmaceutical by 4 million shares, now holding 17.5 million shares valued at 252 million yuan, while the stock has risen by 48.43% this year [10][11] Group 2: Chaos Investment and Key Holdings - Chaos Investment's Ge Weidong maintained his holdings in Yiyuan Communication at 3.626 million shares, valued at 311 million yuan, with a year-to-date stock price increase of 26.69% [4][5] - Ge Weidong also held 4.122 million shares of Zhenlei Technology, valued at 192 million yuan, with a stock price increase of 92.74% this year [6][5] Group 3: Rui Jun Asset and Key Holdings - Rui Jun Asset's Dong Chengfei reduced his holdings in Chipong Micro by 420,000 shares, now holding 2.4158 million shares valued at 135 million yuan. Chipong Micro's stock price has increased by 47.32% this year [13][14] - Rui Jun Asset also initiated a new position in Daoshi Technology with 3.8993 million shares, valued at 66 million yuan [13][14] Group 4: Renqiao Asset and Key Holdings - Renqiao Asset's Xia Junjie increased his holdings in New Classic by 2.2926 million shares, with a total market value of 44 million yuan. New Classic's stock price has risen by 3.44% this year [15][16] Group 5: Yin Ye Investment and Key Holdings - Yin Ye Investment initiated a new position in Hao Oubo with 721,700 shares, valued at 98 million yuan. Hao Oubo's stock price has increased by 18.63% this year [17][18]
热搜!罗永浩发文曝董宇辉独立后年收入二三十亿,与辉同行回应
中国基金报· 2025-08-17 11:37
罗永浩冲上热搜。 近日,有网友发帖称:"董宇辉走后东方甄选股价暴涨229%,这丈母娘们(董宇辉的粉丝)就不开心 了,当初可是觉得东方甄选没有董宇辉就完了。还有罗永浩各种让董宇辉走,好像整个东方甄选都应该给 他一样,没了他东方甄选就要倒闭一样,你看倒闭了吗?" 来源:证券时报 不过,今年1月,网上流传一张名为"2024年中国网络主播净收入排行榜"的截图,截图显示2024年最赚 钱的主播是董宇辉,年度净收入高达28.541亿元,力压李佳琦、辛巴等知名头部主播。 1月13日,与辉同行阅山河之广东行开启首场直播。直播中,董宇辉对"狂赚28个亿"传闻进行了回应。董 宇辉表示,看到那张截图自己都吓一跳,"造谣一张嘴,辟谣跑断腿。" 对此,罗永浩发文炮轰,称让旁观者感到义愤的是欺负年轻人,而不是他赚了多少钱。 此外,罗永浩发文称"董宇辉自立门户后,一年的收入是二三十个亿",还称其未独立时"北京买房还要借 钱交首付"。 对此,与辉同行方面对第一财经记者表示,该信息不属实。 2021年下半年,新东方集团正式启动MCN项目,面向所有员工招募和选拔主播。经过几轮的筛选,董宇 辉成为了东方甄选的主播之一。 2024年7月25日,作为 ...
明日停牌!900亿芯片巨头,突发大消息!已提前暴涨,4.7万股东嗨了
中国基金报· 2025-08-17 11:31
Core Viewpoint - Huahong Group is planning to acquire the controlling stake of Huali Micro, with the stock suspension starting from August 18, 2025, for a period not exceeding 10 trading days, following the commitment made during its IPO on August 7, 2023 [2][8]. Group 1: Acquisition Details - The acquisition aims to resolve the competitive issues arising from the IPO commitments, involving the issuance of shares and cash payments to acquire Huali Micro's controlling stake [9]. - The assets involved in the acquisition are related to the competitive operations in 65/55nm and 40nm processes, specifically the equity corresponding to Huahong's fifth factory [9]. - The transaction is expected to be classified as a related party transaction but will not result in a change of actual control or constitute a major asset restructuring [8]. Group 2: Financial Performance - As of Q2 2025, Huahong's capacity utilization rate increased to 108.3%, with a revenue of $566 million, representing a year-on-year growth of 18.3% and a quarter-on-quarter increase of 4.6% [12]. - The net profit attributable to the parent company for Q2 2025 was $80 million, showing a year-on-year increase of 19.2% and a significant quarter-on-quarter growth of 112.1% [12]. - The gross profit margin improved to 10.9%, with expectations for continued growth in revenue over the next few quarters, primarily driven by the ramp-up of production at the ninth factory [13].
一飞机失事,机上人员全部遇难
中国基金报· 2025-08-17 10:34
当地时间8月16日,一架安-2型飞机在刚果(金)东北部乔波省巴特谢波镇坠毁。机上载有5 名乘客和2名外籍飞行员,事故发生后6人当场死亡,1人在救护车转运途中去世。 目击者表示,飞机在飞行过程中撞上树木或许是导致坠机的原因。但截至目前官方尚未公布 确切事故原因。目前调查仍在进行中。 来源:央视新闻客户端 刚果(金)一飞机失事 机上7人全部遇难 特朗普提议,乌方拒绝! ...
以色列发动空袭
中国基金报· 2025-08-17 09:42
来源:央视新闻 特朗普提议,乌方拒绝! 也门电力公司负责人表示,空袭造成哈齐兹电站发电机受损,已全面停运,引发首都部分地 区临时停电。相关部门正在对受损情况进行评估,并联合民防部门开展抢修,力争在数小时 内逐步恢复供电。 17日稍早前,也门萨那一座发电厂附近传出爆炸声。以色列国防军稍后证实,以军当天袭击 了萨那一处能源基础设施。 以军袭击也门首都能源设施 央视新闻消息,据胡塞武装控制的马西拉电视台报道,当地时间17日凌晨,以色列对也门首 都萨那南部的哈齐兹发电站发动空袭,导致发电站设施起火。目前火势已被扑灭。 ...
中方发表涉美重磅报告
中国基金报· 2025-08-17 09:42
Core Viewpoint - The report highlights the distortion of human rights in the U.S. under the collusion of power and capital, turning human rights into tools for political spectacle and bargaining chips in a power casino, deviating from the core values and essential requirements of human rights [1][9]. Section Summaries Introduction - The report serves as a critical examination of the real state of human rights in the U.S. during a politically charged election year, marked by party conflicts and social divisions [4]. American Democracy: A Game of Money and Power - The total expenditure for the 2024 U.S. election cycle exceeds $15.9 billion, setting a new record for campaign spending [4]. - Political parties manipulate electoral rules to suppress voter turnout, with 24 states passing restrictive voting laws that disproportionately affect minorities and low-income voters [4]. Welfare of the People: Struggles of the Underprivileged - High inflation exacerbates wealth inequality, with over 40 million people living in poverty and 13.5% of households facing food shortages [5]. - The number of homeless individuals has increased by 18.1% compared to 2023, reaching over 700,000, the highest since 2007 [5]. Racism: Shackles of Minority Ethnic Groups - Systemic racism persists in the U.S., with African Americans three times more likely to be shot by police than whites [7]. - Environmental racism is a growing concern, with waste facilities disproportionately located in minority communities [7]. Vulnerable Groups: The Helplessness of Women and Children - The U.S. has not ratified key international conventions on women's and children's rights, leading to widespread gender discrimination and violence [8]. - The number of illegal child laborers has reached the highest level in decades, with many immigrant children at risk of exploitation [8]. The Fatal Journey: The Tragedy of Undocumented Immigrants - Humanitarian crises at the U.S. border continue to worsen, with immigrants facing torture and inhumane treatment [2]. - The number of immigrant deaths at the southern border has increased significantly, from 72 in 2022 to 168 in 2024 [8]. American Hegemony: A Nightmare for Human Rights in Other Countries - The U.S. engages in unilateralism and hegemonic practices, violating international laws and threatening global peace and development [3].