Market Recovery - The private equity issuance market has seen significant activity this year, with nearly 3,500 new private securities investment funds registered as of April 30, marking a nearly 40% increase compared to the same period last year [1] - The number of private securities investment funds registered from January to April shows a steady monthly increase, with April reaching a 24-month high in new registrations [1] Performance of Quantitative Private Equity - The overall performance of private equity has improved, particularly for quantitative long strategies, which have achieved higher excess returns amid active market trading [1] - Some quantitative private equity products have raised over 100 million yuan for new offerings this year, a significant increase compared to last year when many products struggled to reach the minimum fundraising threshold of 10 million yuan [2] Increase in Private Fund Managers - The number of newly registered private securities managers has increased significantly, with 21 new managers registered this year compared to 14 last year, representing a 50% increase [3] - Many new private securities managers have backgrounds in public funds, indicating a trend of professionals entering the private equity space due to optimistic market expectations [3] Value of Chinese Assets - The attractiveness of Chinese assets is expected to increase due to the influx of new capital and the accelerated development of China's technology sector [4] - The revaluation process of high-quality Chinese assets is still ongoing, with potential for increased earnings in technology companies as the economy recovers [4] - There is a focus on investing in undervalued companies in sectors such as the internet and electronics, as well as technology stocks with mature business models and rapid growth in revenue and profits [4]
今年以来近3500只新品上架私募发行市场暖意渐浓
Shang Hai Zheng Quan Bao·2025-05-11 14:09