这类基金近两年未新增产品;张坤卸任副总经理丨天赐良基
Mei Ri Jing Ji Xin Wen·2025-05-19 01:10

Group 1 - On May 15, Baodao Fund announced a share transfer where original shareholder Shi Wei transferred 3% of the company's shares to Yang Meng, resulting in Yang Meng holding over 5% of the company's shares directly and indirectly through an employee stock ownership platform [1] - After the share transfer, the shareholding structure of Baodao Fund is as follows: Mo Taishan holds 35%, Shanghai Baodao Investment Management Co., Ltd. holds 25.5%, Shen Bin and Zhang Yingjun hold 8.25% and 4.9% respectively, while three limited partnerships hold 4.5% each [1] Group 2 - Over 20 fund companies, including Shangyin, Taixin, and Jianxin, have announced varying degrees of purchase limits on their money market funds, primarily adjusting large purchase limits for institutional investors or directly suspending large purchases [2] - For instance, Shangyin Fund announced that starting May 15, it will limit single or cumulative purchases exceeding 2 million yuan for its Shangyin Huiying Money Market Fund [2] Group 3 - As of May 15, there have been no new LOF (Listed Open-Ended Fund) products launched in nearly two years, with the total scale being less than 20% of ETF scale [3] - The total number of LOF products established in the market is 398, covering various investment types, including equity, bond, commodity, FOF, and QDII [3] - Despite some LOF products performing well this year, the growth in scale remains insignificant [3] Group 4 - Tianhong Fund announced a name change for eight of its ETFs effective May 12, following similar announcements from other fund companies like Huaxia and Ping An [4] - The recent changes in fund names are aimed at better reflecting the fund managers, investment directions, and market trends, which may enhance product recognition and sales [4] Group 5 - On May 16, Yifangda Fund announced that Zhang Kun has resigned as deputy general manager to focus on investment management [5] - Zhang Kun has been in the position since June 2020, alongside other notable fund managers [5][6] - As of the end of the first quarter, Zhang Kun managed four funds with a total scale of approximately 608 billion yuan [7] Group 6 - Recently, Huang Weixuan, the original fund manager of several funds at Tongtai Fund, resigned due to personal reasons, and the funds have been taken over by different managers [8] - Huang Weixuan joined Tongtai Fund in April 2021, and prior to his resignation, the total management scale of the funds was less than 200 million yuan [8] Group 7 - As of May 8, data shows that Shi Bo's managed funds, including the Southern Xingrun Value One-Year Holding Mixed Fund and Southern Performance Growth Stock Fund, have reduced their holdings in Changhong Meiling by 500,000 shares each compared to the end of the first quarter [9] Group 8 - On May 16, the market experienced fluctuations, with the Shanghai Composite Index falling by 0.4% and the Shenzhen Component Index by 0.07%, with a total trading volume of 1.09 trillion yuan, a decrease of 629 billion yuan from the previous trading day [10] - The leading sectors included automotive parts, jewelry, and chemical pharmaceuticals, while sectors like chemical fiber, logistics, and insurance saw declines [10][11] - The S&P Consumer ETF led the gains with an increase of 3.65%, while several financial-related ETFs were among the biggest losers [12]