天赐良基日报|跨境ETF规模突破9000亿元；“百亿基金经理”重回百人大关

Group 1: Fund Market Overview - The cross-border ETF market has surpassed 900 billion yuan, reaching 915.47 billion yuan as of November 6, with an increase of 491.25 billion yuan since the beginning of the year and 48 new products launched [1] - The number of active equity fund managers managing over 10 billion yuan has increased to 109 by the end of Q3, a nearly one-third expansion compared to Q2. This number has risen to 112 with new products launched in Q4, driven primarily by performance [2] - Ten funds that had a net value below 0.6 yuan at the end of last year have seen their net value return above 1 yuan as of November 5, with one fund achieving a year-to-date return of 137.02% [3] Group 2: ETF Market Performance - The market experienced fluctuations, with all three major indices retreating after initial gains. The lithium battery sector surged in the afternoon, while the chemical sector continued to rise, and the organic silicon sector showed strength. Conversely, the robotics sector declined [5] - Chemical-related ETFs saw gains exceeding 3%, while internet-related ETFs in the Hong Kong market dropped over 2% [6][8] Group 3: Notable Fund Manager Updates - Fund managers Yan Siqian and Wang Zijian from Penghua Fund denied rumors of a conflict, stating that the claims are malicious defamation and urging the public to stop spreading false information [4] Group 4: Investment Opportunities - Current chemical product prices and spreads are at low levels, with leading companies' valuations also at the bottom. The strong safety margin in valuations, combined with the integrated supply chain and cost advantages of leading companies, suggests potential for profit and valuation recovery in core chemical assets [10]