规模年增百亿后遇极端行情 国投白银LOF陷入估值调整风波

Core Viewpoint - The Guotou Silver LOF fund, which significantly benefited from soaring silver prices, is now facing collective complaints from investors due to valuation adjustments that have led to substantial losses [1][2][10]. Group 1: Fund Performance and Valuation Issues - The Guotou Silver LOF fund's total scale increased from 2.178 billion to 18.944 billion within a year, marking a growth of over 700% [7]. - The fund achieved a return of 130.99% in 2025, with a near one-year return of 265.75% before the volatility in silver prices [8]. - On February 2, the fund experienced a drastic single-day net value drop of 31.5%, setting a record for the largest single-day decline in public funds, which triggered investor complaints [10]. Group 2: Investor Reactions and Complaints - Over 20,000 complaints have been filed on a complaint platform regarding the fund's valuation adjustments, indicating widespread dissatisfaction among investors [2]. - Investors expressed frustration over the lack of prior announcements regarding valuation changes, which they believe contributed to their losses [12]. - The fund's market premium reached as high as 70% during the silver price surge, leading to speculative trading behavior among investors [12]. Group 3: Company Response and Future Outlook - Guotou Ruibin has established a working group to address investor concerns and is exploring options for resolution through mediation and arbitration [3][15]. - The company has issued multiple warnings about the risks associated with high premium rates in the fund, advising investors to be cautious [15]. - The future of the Guotou Silver LOF fund remains uncertain amid ongoing volatility in silver prices, making it a focal point of attention in the fund industry [4][15].