最高涨40%！近一个月军工电子、贵金属主题权益类产品领涨

Core Viewpoint - The report highlights the strong performance of equity-based public financial products in the recent month, particularly those related to military and precious metals sectors, with significant growth in net asset values. Group 1: Market Performance - In the first half of January 2026, the Shanghai Composite Index broke through the 4100-point mark, with the A-share market indices showing collective strength: Shanghai Composite Index up 6.33%, Shenzhen Component Index up 9.11%, and ChiNext Index up 7.33% [6] - Within the Shenwan first-level industries, sectors such as media, non-ferrous metals, and national defense and military industry saw increases of over 20%, with the aerospace equipment industry leading with over 70% growth [6][7] Group 2: Financial Products Performance - The average net value growth rate of equity public financial products was 4.59% over the past month, with only two products from Huaxia Wealth showing negative returns [6] - The top-performing product, Huaxia Wealth "Tian Gong Ri Kai Financial Product 17" (Military Electronics Index A), achieved a remarkable 39.60% growth, significantly outperforming the second-ranked product by 25 percentage points [7] - The second-ranked product, Huaxia Wealth "Tian Gong Ri Kai Financial Product 8" (Precious Metals Index), rose by 14.07%, and had a 2025 annual growth of 61.88%, ranking second among all equity public financial products for that year [8] Group 3: Precious Metals Market - The precious metals market experienced a surge at the beginning of 2026, with gold reaching a historical high of $4643 per ounce and silver surpassing $93 per ounce, marking significant year-to-date increases of over 7% for gold and nearly 27% for silver [7] - The strong performance of precious metals is reflected in the growth of related financial products, with Huaxia Wealth's "Tian Gong Ri Kai Financial Product 8" benefiting from substantial increases in underlying assets such as Hunan Silver and Zijin Mining [8]