金融界7月15日消息，A股三大指数收盘涨跌不一，中证锐联基本面50指数 (基本面50，000925)下跌 0.52%，报4757.34点，成交额767.34亿元。 从中证锐联基本面50指数持仓的市场板块来看，上海证券交易所占比84.76%、深圳证券交易所占比 15.24%。 从中证锐联基本面50指数持仓样本的行业来看，金融占比48.44%、工业占比20.04%、可选消费占比 7.91%、能源占比6.01%、主要消费占比4.41%、房地产占比3.60%、信息技术占比2.79%、通信服务占比 2.70%、原材料占比2.41%、公用事业占比1.70%。 资料显示，指数样本每年调整一次，样本调整实施时间为每年6月的第二个星期五的下一交易日。权重 因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期调整日前，权 重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样 本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪基本面50的公募基金包括：嘉实基本面50指数(LOF)A、嘉实基本面50指数(LOF)C、嘉实中证锐联 基本面50ETF。 ...

Group 1 - The core viewpoint of the article emphasizes the recruitment for a capital market research position focusing on overseas and equity markets, highlighting the need for comprehensive research capabilities and the ability to identify investment opportunities and risks [4][5][6]. Group 2 - The job responsibilities include researching overseas markets (covering fixed income, equity, foreign exchange) and A-share markets (financial, technology, consumer sectors), building a research framework, and producing asset allocation recommendations [4]. - The role also involves conducting forward-looking and comprehensive thematic/deep research, producing research reports, and completing research projects [5]. - Additionally, the position requires providing buy-side research services to internal departments and facilitating the application of research outcomes based on business needs [5][6]. Group 3 - The job requirements specify a master's degree or higher, preferably in economics or finance, with a strong foundation in macro research [8]. - Candidates should have over three years of experience in research roles at large financial institutions, with a preference for those with overseas research, banking research, or wealth management research experience [9]. - The ideal candidate should possess a passion for research, a solid methodology and framework for asset research, and excellent written and verbal communication skills [9][10].

Group 1 - The core viewpoint of the article highlights that listed banks have distributed over 620 billion yuan in cash dividends for the 2024 fiscal year, leading all 31 Shenwan first-level industries [1][2][3] - Major banks such as Industrial and Commercial Bank of China, China Merchants Bank, Agricultural Bank of China, and China Construction Bank are among the top dividend payers in the market [1][2] - As of July 15, 35 listed banks have implemented their profit distribution plans for 2024, with the total cash dividend amount reaching 621.5 billion yuan [3] Group 2 - The new long-term assessment regulations for insurance funds have been implemented, enhancing the attractiveness of high-dividend bank stocks [7][8] - The regulations adjust the assessment methods for operating efficiency indicators, emphasizing long-term stable returns, which aligns with the investment strategies of insurance funds [8] - Insurance funds have significantly increased their holdings in bank stocks, with a market value of 265.78 billion yuan, representing a 45.05% share of their total investments [9] Group 3 - The Bank AH Preferred ETF (517900), the only cross-AH market bank-themed ETF, has seen a net inflow of 710 million yuan this year, indicating strong investor interest [1][12] - The ETF has been included as a margin trading and securities lending target, enhancing its investment appeal [12] - The Bank AH Index has outperformed other indices since its inception, with a cumulative return of 101.8% compared to 75.96% for the CSI Bank Index and 17.41% for the CSI 300 Index [13][15]

华泰证券发布港股策略研报称，市场波动率可能走高，板块轮动重要性上升，近关税扰动脱敏，政策预 期升温，南向资金净流入显著增加，外资同步回流。展望看，港股流动性宽裕的中期逻辑未发生显著变 化，但短期伴随热点板块出现调整，资金再配置已悄然进行，指数层面波动率或将进一步放大。 国海富兰克林基金称，下半年对港股市场持谨慎乐观态度，综合考量当前港股市场所具备的低估值优 势，以及国内政策的持续稳步推进，认为港股有望在 2025 年下半年延续震荡上涨的良好态势。 中国银河证券分析指出，近期全球宏观风险再次升温预期，市场的风险偏好受到影响。在全球权益市场 中，港股绝对估值处于相对低位水平、估值分位数处于历史中上水平，中长期配置价值仍然较高。展望 后市，科技板块依然具备较高投资机会。主要由于科技板块政策支持力度较大，盈利增速居前，估值处 于历史中低水平，第二，在国内促消费政策刺激下，消费行业业绩增速预期改善，估值相对较低的港股 消费股有望上涨，重点关注医药行业和可选消费行业。而在海内外不确定性因素的扰动下，高股息标也 可以为投资者提供较为稳定的回报。 本文转自"腾讯自选股"；智通财经编辑：刘璇。 恒生指数高开0.32%，恒生科技 ...

招银国际表示，当前，香港正加速构建国际虚拟资产中心。今年 2月香港证监会推出了「A-S-P-I-Re」 五大支柱策略(Access (连接)-Safeguards (保障)-Products(产品)-Infrastructure(基建)-Relationships(联系))， 加之即将于8月1日生效的《稳定币条例》，为行业提供了清晰的合规框架。招银国际此次获批，既是对 政策方向的积极响应，也将通过股票业务与虚拟资产的协同创新，为香港打造安全、合规的虚拟资产生 态贡献力量。 消息面上，据招银国际官网消息，招银国际于2025年7月14日正式获得香港证券及期货事务监察委员会 批准，成为香港首家取得虚拟资产交易服务等相关牌照的中资银行系券商。招银国际成功获得虚拟资产 相关牌照，标志其业务领域正式拓展至数字金融市场，打开了跨领域融合的想象空间。探索将虚拟资产 纳入多元投资组合，通过研究虚拟资产与股票市场的关联性，开发创新性策略。未来投资者可在招银国 际平台合规参与包括加密货币等虚拟资产交易，在传统金融产品之外获得更多元化的投资选择，分散风 险，提升收益。 智通财经APP获悉，招银国际获批虚拟资产牌照，截至发稿，招商证券 ...

Investment Rating - The report rates the banking sector as "Outperforming the Market" [1] Core Viewpoints - The banking sector experienced a decline of 1.00% this week, following a previous increase of 3.77% [1][13] - Year-to-date, the banking sector has risen by 16.59%, ranking second among all industries, with a focus on the investment value of bank stocks [1] - Key banks to watch include China Merchants Bank, Agricultural Bank of China, and Jiangsu Bank [1] Summary by Sections Banking Sector and Stock Performance - The A-share banking index fell this week, with 17 out of 42 banks seeing an increase in stock prices [2][12] - State-owned banks had an average increase of 1.08%, while joint-stock banks saw a slight decline of 0.08% [2][15] - Over the past month, state-owned banks increased by 8.98%, while joint-stock banks rose by 9.80% [2][15] Funding Price Situation - The central bank's reverse repo operations decreased, with a net withdrawal of 226.5 billion yuan this week [3][28] - The overnight SHIBOR rate rose to 1.33%, and the 7-day SHIBOR rate increased to 1.48% [3][31] - The average overnight repo rate for deposit institutions was 1.34%, reflecting a rise of 3 basis points [3][31] Bond Market Situation - Total bond market financing reached 17,057.9 billion yuan, with net financing increasing by 2,087.7 billion yuan compared to last week [4][41] - Financial bonds issuance was 4,071.5 billion yuan, up by 2,030.5 billion yuan from the previous week [4][41] - Government bonds saw a rise in yields, with the 1-year yield at 1.37% and the 10-year yield at 1.67% [5][43] Interbank Certificate of Deposit Market Review - The issuance of interbank certificates totaled 4,259 billion yuan, an increase of 1,833 billion yuan from last week [54] - The weighted average issuance rate was 1.61%, down by 1 basis point [54]

港股开盘，恒指开涨0.32%，科指开涨0.27%；腾讯音乐(01698.HK)涨超4%，哔哩哔哩(09626.HK)涨超 3%，招商银行(03968.HK)涨近2%。 ...

Group 1 - Insurance capital has initiated a new wave of "stake acquisitions" in 2025, with 19 instances recorded so far, nearing last year's total of 20 [2] - Jiangnan Water and Hualing Steel have recently been targeted for stake acquisitions by Life Insurance and Xintai Life, respectively, with Jiangnan Water seeing a 5.03% stake increase and Hualing Steel reaching 5.00% [3] - The acquisitions are based on long-term investment strategies and the companies' value propositions, with funding sourced from the insurers' own capital [3] Group 2 - Insurance capital is particularly focused on bank stocks, with 10 out of 19 acquisitions targeting banks, especially in the Hong Kong market [4] - The "Ping An system" has been notably active, accounting for 6 of the acquisitions, including Postal Savings Bank and China Merchants Bank [4][5] - Ping An Group's CEO indicated that the investments in high-dividend bank stocks were made in anticipation of a declining interest rate cycle [5] Group 3 - In 2025, 13 insurance companies have announced capital increase plans, totaling approximately 50 billion yuan, with Ping An Life accounting for nearly half of this amount [7] - Ping An Life plans to increase its registered capital from 33.8 billion yuan to 36 billion yuan through a capital increase of about 19.999 billion yuan [7] - Other companies, such as Zhongyou Insurance, have also received approval for capital increases, indicating a trend of strengthening capital positions across the industry [7] Group 4 - Issuing bonds has become a significant method for insurers to supplement capital, with several companies, including Ping An Life and Taikang Life, actively participating in the bond market [8][9] - In June, Ping An announced plans to issue 11.765 billion HKD in zero-coupon convertible bonds, attracting market attention [9] Group 5 - The insurance industry has faced increased regulatory scrutiny, with over 1,000 penalties issued in the first half of 2025, reflecting a tightening of oversight [10][11] - Notable penalties include a 1.115 million yuan fine against China People's Insurance for multiple violations, highlighting the regulatory environment's impact on major players [11] - The second quarter saw continued enforcement, with penalties primarily related to improper benefits and financial reporting inaccuracies [12]

Core Viewpoint - The report provides an overview of the performance and strategy of the Anxin Ju Li Enhanced Bond Fund for the second quarter of 2025, highlighting its investment objectives, strategies, and financial performance metrics. Fund Product Overview - The fund aims to achieve investment returns that exceed its benchmark through a robust investment strategy while strictly controlling credit risk [1]. - The fund employs a dynamic asset allocation strategy between bonds and stocks, targeting an 80% allocation to the China Bond Total Index (full price) and 20% to the CSI 300 Index [1]. - The fund's risk-return characteristics indicate that it is expected to have higher returns and risks than money market funds but lower than mixed or equity funds [1]. Financial Indicators and Fund Performance - As of the end of the reporting period, the total fund shares amounted to 449,111,265.27 [1]. - The net value growth rates for the fund classes during the reporting period were as follows: - Class A: 2.22% for the past three months, 3.59% for six months, 10.36% for one year, and 12.17% for three years [1][2]. - Class B: Similar performance metrics as Class A, with a net value growth rate of 2.22% for the past three months [1][4]. - Class C: 2.16% for the past three months, 3.49% for six months, and 10.13% for one year [1][4]. Investment Strategy and Market Analysis - The fund manager emphasizes a bottom-up investment approach, focusing on in-depth research of company fundamentals to generate excess returns [6][8]. - The report notes a rebound in the equity market driven by domestic economic recovery expectations, with the Shanghai Composite Index rising by 3.26% in the second quarter [6]. - The bond market saw a decline in the 10-year government bond yield, dropping approximately 17 basis points from 1.82% to around 1.65% [6]. Investment Portfolio - The fund's asset allocation at the end of the reporting period included approximately 73.12% in bonds and 14.24% in stocks [9]. - The top sectors in the investment portfolio included manufacturing and finance, with significant allocations to various industries [9]. Fund Management and Compliance - The fund management strictly adheres to relevant laws and regulations, ensuring fair treatment of all funds and investment portfolios [6]. - No instances of unfair trading or conflicts of interest were reported during the period [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 重要提示 1、兴业先进制造混合型发起式证券投资基金（以下简称"本基金"）的募集已获中国证监会2025年6月6 日证监许可[2025]1193号文准予募集注册。中国证监会对本基金募集的注册并不代表其对本基金的投资 价值和市场前景作出实质性判断、或保证，也不表明投资于本基金没有风险。 2、本基金的基金类别是混合型证券投资基金，基金运作方式是契约型开放式，基金存续期限为不定 期。 3、本基金的基金管理人和登记机构为兴业基金管理有限公司（以下简称"本公司"、"兴业基金"），基 金托管人为招商银行股份有限公司。 4、本基金募集对象包括符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格 境外投资者、发起资金提供方以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 5、本基金自2025年7月17日至2025年7月24日通过基金管理人指定的销售机构公开发售。本基金的募集 期限不超过3个月，自基金份额开始发售之日起计算。基金管理人根据认购的情况可适当调整募集时 间，并及时公告，但最长不超过法定募集期限。 6、本基金通过兴业基金管理有限公司直销机构及其他 ...