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泰信基金关闭线上直销平台;又有基金管理人出手自购
Mei Ri Jing Ji Xin Wen·2025-05-15 07:09

Group 1: Fund News - Taixin Fund announced the closure of its online direct sales platform, effective May 30, which includes services such as account opening, subscription, redemption, and regular investment [1] - China Merchants Asset Management plans to use its own funds to subscribe to its equity securities investment funds, with a total investment amount of no less than 25 million yuan, holding for at least six months [2] - Over 60% of the 66 newly established active equity products have seen a cumulative net value growth rate of over 1% since their inception, indicating significant buying activity [2] Group 2: Fund Manager Insights - Hu Jie, a well-known fund manager at Huabao Fund, expressed a positive outlook on the long-term investment value of the banking sector, highlighting its stable fundamentals and attractive dividend yield of approximately 6.1%, ranking second among all Shenwan primary industries [2] - The current PE ratio of the banking sector is 6.1 times, and the PB ratio is around 0.54 times, both of which are the lowest among various sectors [2] - Historical data shows that the banking sector's PE percentile is about 35%, and the PB percentile is around 26%, indicating a favorable safety margin and cost-effectiveness [2] Group 3: ETF Market Overview - The market experienced fluctuations, with the Shanghai Composite Index down by 0.68%, the Shenzhen Component Index down by 1.62%, and the ChiNext Index down by 1.91%, with total trading volume at 1.15 trillion yuan, a decrease of 164.3 billion yuan from the previous trading day [3] - Sectors such as beauty care, food and beverage, and agriculture showed gains, while software development, internet services, and power equipment sectors faced declines [3] - Notable performances were observed in the Chuang 50 ETF and Greater Bay Area ETF, with several power-related ETFs also performing well [3] Group 4: ETF Thematic Opportunities - The livestock industry is undergoing a critical transformation towards quality improvement and efficiency, driven by the rural revitalization strategy, with a focus on smart, ecological, and integrated approaches to pig farming [6] - This transformation is essential for ensuring meat supply safety and increasing farmers' income, suggesting potential investment opportunities in livestock and agriculture-related ETFs [6]