分享中国经济红利 一键智投好指数 华商沪深300指数增强基金正在发售

Core Viewpoint - The investment value of China's core assets is increasingly prominent amid the ongoing high-quality economic development and accelerated industrial transformation in China [1] Group 1: Fund Launch and Management - Huashang Fund launched the Huashang CSI 300 Index Enhanced Fund on August 4, aiming to leverage active management advantages to create excess returns through a quantitative stock selection model [1] - The fund will be managed by Dr. Deng Mo and Dr. Ai Dingfei, both of whom are recognized experts in quantitative investment [4][5] Group 2: Index Characteristics - The CSI 300 Index is a representative core broad-based index of the A-share market, comprising 300 leading companies with high market capitalization and liquidity, reflecting the economic trends in China [1] - As of the second quarter of 2025, the top three sectors in the CSI 300 Index—finance, industry, and information technology—account for 57.6%, indicating a balanced mix of cyclical, defensive, and growth sectors [1] Group 3: Valuation Metrics - The CSI 300 Index's price-to-earnings ratio has decreased from approximately 17.4 times in February 2021 to 13.19 times, placing it at the 70th percentile over the past decade, with a dividend yield close to 2.8% [3] Group 4: Investment Strategy - The fund aims to achieve "index β + quantitative α" dual return potential by combining big data analysis with quantitative models for stock selection [4] - The investment strategy will focus on diversified allocation within a small deviation from the benchmark index to capture excess returns [6] Group 5: Performance and Outlook - Huashang Fund's active equity funds ranked 3rd and 8th in absolute returns over the past 7 and 5 years, respectively, showcasing strong active management capabilities [6] - The current market valuation is considered reasonable, and liquidity remains ample, which is favorable for the performance of multi-factor quantitative models [6]