Market Performance - In Q3 2025, the A-share market exhibited significant structural bull market characteristics, with technology growth and high-end manufacturing sectors leading the index upward [2] - The ChiNext Index rose over 50%, and the Sci-Tech Innovation Board increased by over 40%, while the Shanghai Composite Index and Shenzhen Component Index reached new quarterly highs since April 2019, with increases of 12.73% and 29.25% respectively [2] - Specific sectors such as new energy, artificial intelligence, semiconductors, and non-ferrous metals showed the highest gains [2] Mixed Public Fund Performance - In Q3 2025, the average net value growth rate of mixed public funds from wealth management companies was 2.15%, with only 4 products exceeding a 20% growth rate and 27 products achieving growth between 10% and 20% [3] - Among 1196 sample products, nearly 40% had returns below 1%, and 14 products reported negative returns [3] - Seven wealth management companies had products listed in the top rankings, with notable mentions including NINGYIN Wealth Management, HUIHUA Wealth Management, and XINGYIN Wealth Management [3] Product Analysis - The top product, "Ningyin Mixed Carbon Neutral Open-end Wealth Management Product No. 1," saw significant growth in Q3 2025, primarily due to the surge in the new energy and non-ferrous metals sectors [4] - The product's top ten holdings were predominantly stocks, with a stock investment ratio of 54.84%, featuring strong performers like CATL and Zijin Mining, which rose by 59.96% and 52.14% respectively [4] - The second-ranked product, "Huihua Flexible Allocation Open-end Mixed Wealth Management Product," had a diverse asset allocation, with 71% in equity assets and notable stock performances in the automotive and technology sectors [4] Future Outlook - HUIHUA Wealth Management maintains an optimistic view on the equity market, anticipating continued upward resonance of economic fundamentals and policy trends, focusing on technology innovation and growth opportunities [5]
混合类理财三季度收益分化 4只收益率超20% 近4成低于1%
2 1 Shi Ji Jing Ji Bao Dao·2025-10-23 15:45