年内公募定增浮盈逾百亿元，诺德基金获配金额最高

Core Insights - The public funds in A-shares have seen significant profits from private placements this year, with 39 public institutions participating in 85 A-share companies, accumulating a total allocation of 34.088 billion yuan, a year-on-year increase of 14.24% [1][3] - As of December 17, the floating profit from public fund private placements reached 11.224 billion yuan, with an overall floating profit ratio of 32.93% [1][3] Participation and Performance - Among the 39 public institutions involved in A-share private placements, 29 were particularly active, each participating with allocations of at least 100 million yuan, with 24 institutions receiving between 10 million to 99.9 million yuan, and 5 institutions exceeding 1 billion yuan [1][3] - Nord Fund emerged as the leader in public fund private placements, participating in 80 A-share placements with a total allocation of 10.173 billion yuan, followed by Caitong Fund with 9.851 billion yuan from 76 placements, and E Fund with 2.961 billion yuan from 11 placements [1][3] Profitability Analysis - Out of the 39 public institutions, 37 achieved floating profits, representing a high ratio of 94.87%. Among these, 19 institutions had floating profit ratios within 20%, 12 institutions between 20% and 49.99%, and 6 institutions exceeding 50% [2][4] - Specific examples include Nuon Fund's participation in Chip Original's private placement with a floating profit ratio of 80.81% and Yinhua Fund's participation in Zhongke Feimiao's private placement with a floating profit ratio of 73.60% [2][4] Market Outlook - Industry insiders believe that the professional research capabilities and capital scale advantages of public funds allow them to take the initiative in the private placement market. Their active participation reflects a keen capture of market opportunities and indicates an optimization of the private placement market ecosystem, suggesting sustained enthusiasm for institutional participation in the future [5]