A股站上4000点！首周超40只基金抢跑，2025年亚军“舵手”也携新品登场

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index returning to above 4000 points, indicating a positive market sentiment and a surge in new fund launches, particularly equity funds [1][3][4]. Fund Launches - On January 5, 2026, a total of 28 new funds were launched, with over 40 new funds expected to be released in the first trading week of the year. Among these, more than 60% were equity funds, including 10 equity index funds and 9 actively managed equity funds [1][3][4]. - In January, a total of 74 new funds are set to launch, with equity funds making up over 50 of these, again representing more than 60% of the total [3][4]. Market Conditions - The resurgence of the Shanghai Composite Index above 4000 points is seen as a stabilizing factor for the market, prompting fund managers to launch new products. The current market environment is characterized by a demand for equity funds, despite the index being at relatively high levels [4][5]. - Factors contributing to the favorable conditions for equity fund launches include low interest rates, regulatory encouragement, and the explosive growth of index tools, which are expected to continue driving the trend of equity funds being the primary focus for new launches in 2026 [6][1]. Performance of Equity Funds - The performance of equity funds is highlighted by the success of certain funds, such as the 中航机遇领航混合 fund, which achieved a net value growth rate of 168.92% in 2025. This indicates a strong interest in funds managed by high-performing fund managers [5][6]. - The expectation for 2026 is that equity funds will continue to perform well, particularly those focused on high-growth sectors, suggesting a sustained interest in new equity fund launches [5][6].