私募证券产品备案数激增45% 量化机构包揽前5名成主力

Group 1 - The private equity industry has seen a significant rebound in product registrations, with a total of 4,361 private securities products registered in the first five months of the year, representing a year-on-year increase of 45.03% [1][2] - In May alone, the number of registered products reached 870, marking a substantial year-on-year growth of 77.19% [2] - The recovery in the private equity sector is driven by multiple factors, including a stabilizing A-share market, improved regulatory environment, and strong performance of private equity products, particularly quantitative strategies [2][3] Group 2 - Quantitative private equity products have gained significant traction, with 1,930 products registered since the beginning of 2025, accounting for 44.26% of the total private securities product registrations [3] - The majority of quantitative products focus on stock strategies, with 1,339 products registered this year, representing 69.38% of the total [3] - Notably, 66 private equity institutions have registered more than 10 products this year, with 31 of them being quantitative private equity firms [3] Group 3 - Market sentiment has improved significantly post-tariff shocks, with institutions expressing increased confidence in the market [4] - Analysts believe that the A-share market is undervalued, with ample potential for long-term revaluation, supported by stable economic policies and growing social confidence [4] - The core technology assets in China are still in the process of being revalued, with the impact of AI on economic growth just beginning to manifest [5]