银行理财子公司“双管齐下”把握权益市场回暖机遇

Core Insights - The banking wealth management subsidiaries are adopting a "dual approach" strategy of "product expansion and deepening research" to seize market opportunities as the equity market gradually recovers [1][3] - There is a significant increase in the issuance of rights-based wealth management products, driven by the low interest rate environment and rising demand from investors [1][2] - The number of rights-based wealth management products issued by banks has shown remarkable growth, with equity products reaching 12 this year compared to only 2 last year, and mixed products totaling 202, up from 169 last year [1][2] Group 1 - As of September 24, 24 banking wealth management subsidiaries have participated in 601 company research sessions, with Ningyin Wealth Management being the most active with 84 sessions [2] - The focus of these research efforts is primarily on companies listed on the ChiNext and STAR Market, indicating a higher interest in innovative and growth-oriented sectors [2] - The expansion of rights-based products is linked to an increase in company research activities, which in turn supports the identification of high-quality investment targets [2][3] Group 2 - The increase in equity allocation by wealth management funds is expected to bring incremental capital to the market, enhancing market activity and stability, and supporting quality enterprise financing [3][4] - The outlook for the fourth quarter suggests a steady upward trend in the equity market, supported by macroeconomic recovery, improved corporate earnings, and a favorable liquidity environment [3] - Several banking wealth management subsidiaries express optimism about future equity market trends and plan to continue their active investment strategies [4]