Core Viewpoint - The recent performance of equity-based public wealth management products has shown a decline, with only a few products achieving positive returns in the last month, reflecting the volatility in the A-share market and sector rotations [5][6]. Group 1: Market Performance - The Shanghai Composite Index experienced a decline of 3.23% in the last month, while the Shenzhen Component Index fell by 1.07%, and the ChiNext Index saw a slight increase of 0.94% [5]. - In the past month, sectors such as coking coal and photovoltaic equipment, which had previously performed well, have now led the decline, while aerospace equipment, communication devices, and military electronics sectors have shown positive growth [5]. Group 2: Wealth Management Products - The average net value growth rate of equity-based public wealth management products was -1.58% over the past month, with only 5 out of 49 products reporting positive returns [5]. - The top-performing product, 华夏理财 "天工日开理财产品17号(军工电子指数)A," achieved a growth rate of 8.2%, while the military electronics sector itself rose by 8.3% [6]. - The product "天工日开理财产品17号" was established on September 18, 2025, with a fundraising amount of 202.2 million yuan, and has increased by over 7.63% since its inception [6]. Group 3: Notable Products - Four products in the current ranking reported negative returns over the past month, including 宁银理财 "宁耀权益类全明星FOF策略开放式产品1号," which fell by 0.24% [6]. - 招银理财 "招卓专精特新权益类理财计划" also reported a decline of 0.3%, with expectations of a slow bull market supported by ample liquidity [6]. - The annualized volatility of the products ranked third and fourth, 信银理财 "百宝象股票优选周开1号理财产品" and 华夏理财 "天工日开理财产品15号(AI云计算指数)A," exceeded 21%, indicating significant fluctuations [6].
权益类理财产品近一月平均跌超1%,仅5只产品收益率为正
2 1 Shi Ji Jing Ji Bao Dao·2025-12-19 04:06