公募FOF业绩大“回血”；养老基金新进29只个股丨天赐良基早参

Group 1: Changes in Leadership - Xinda Australia Fund announced that Shang Jian will serve as the acting chairman starting August 22, replacing Zhu Ruimin who left due to work arrangements. Shang's tenure will not exceed six months [1] - Huabao Fund announced that Huang Kongwei has left the position of chairman due to age reasons, with Xia Xuesong, the former chairman of Baoxin Software, taking over [1] Group 2: Stock ETF Performance - The median change in stock ETFs reached 3.83% last week, indicating a significant upward trend. Over 40% of more than 1,000 stock ETFs in the A-share market achieved new net value highs as of August 22 [2] - Some technology-themed ETFs saw substantial gains, with certain ETFs increasing over 21% in a week. However, there was a divergence in performance among different industry themes, with gold and real estate ETFs experiencing declines [2] Group 3: Pension Fund Investments - Pension funds have newly appeared in the top ten circulating shareholders of 29 companies during the second quarter, as reported by Choice [3] - Among the stocks where pension funds increased their holdings by over 100 million yuan, 11 companies were identified, including Satellite Chemical, Shengyi Technology, and Yuyue Medical [3] Group 4: Public Fund of Funds (FOF) Performance - As of August 22, the average performance of 515 public FOFs reached 9.41% year-to-date, with only one product showing negative returns. Nearly 40 public FOFs recorded a cumulative net value growth rate exceeding 20% [4] - Notable performers include Guotai Youxuan Leading One-Year Holding and Guotai Industry Rotation A, with annual unit net value increases of 45.49% and 39.97%, respectively [4] Group 5: Investment in Kexin New Materials - According to the latest disclosure, Feng Mingyuan's managed funds have newly appeared in the top ten circulating shareholders of Kexin New Materials, holding 2.2145 million shares and 963,400 shares, making them the fifth and ninth largest shareholders, respectively [5] - Kexin New Materials specializes in high polymer material applications, serving various industries including telecommunications, power, automotive, and semiconductors since its establishment in 2008 [6] Group 6: ETF Market Review - On August 25, the market experienced a rally, with the Shanghai Composite Index rising by 1.51%, approaching 3,900 points, and the Shenzhen Component Index increasing by 2.26% [7] - The total trading volume reached 3.14 trillion yuan, an increase of 594.4 billion yuan compared to the previous trading day, with sectors like rare metals and communication equipment leading the gains [7]