公募机构开年自购4.74亿 元 权益类基金成配置核心

Group 1 - Public institutions have actively engaged in self-purchase actions at the beginning of 2026, with nearly 80% of the purchases being equity funds, indicating optimism about the long-term investment value of A-shares [1][2] - As of February 4, the total net subscription amount for public non-monetary funds reached 474 million yuan, with equity funds being the focus, accounting for 378 million yuan, or nearly 80% of the total [1] - Among the types of funds, mixed funds were the core direction of self-purchase, with a net subscription amount of 258 million yuan, representing 54.43% of the total; stock funds followed with a net subscription of 120 million yuan, accounting for 25.32% [1] Group 2 - The active increase in equity fund positions by public institutions is attributed to the long-term allocation value of the equity market and the impressive performance of related funds, which attract institutional investment [2] - This self-purchase behavior helps stabilize product scale for public institutions and boosts market confidence, reflecting a shift in the industry towards enhancing research and investment capabilities to meet high-quality development requirements [2] - The phenomenon signals multiple aspects: it conveys a positive attitude from public institutions towards the long-term investment value of the A-share market, indicates a transition in the public fund industry from scale expansion to quality and long-term performance competition, and demonstrates the proactive role of public institutions in maintaining market stability and guiding rational long-term investments [2]