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新型浮动管理费基金获批,业绩基准各有特色
Datong Securities·2025-05-28 11:00

Market Review - The equity market indices collectively declined last week, with the North Certificate 50 experiencing the largest drop of 3.68% [4] - The bond market showed mixed trends, with the 10-year government bond yield rising by 4.15 basis points to 1.721% [10] - The pharmaceutical sector outperformed, while the computer and machinery sectors lagged behind [4][5] Equity Product Allocation Strategy - Event-driven strategies include focusing on funds related to the green low-carbon development plan approved by the State Council, such as Industrial Bank Eco-Environment A and Anxin New Energy Theme A [15] - The recent launch of new floating management fee funds presents investment opportunities, with notable funds including Harvest Growth and Huaxia Return A [17] - The overall asset allocation strategy suggests a balanced core with a barbell approach, emphasizing dividend and technology sectors [18] Stable Product Allocation Strategy - The central bank's recent operations indicate a net injection of 1.2 trillion yuan, maintaining a loose monetary environment [22] - The LPR was lowered by 10 basis points, with the one-year LPR now at 3.0% [22] - The market remains cautious due to mixed economic data, with retail sales and industrial output showing varied growth [22][23] Key Focus Products - Recommended funds include Nord Short Bond A and Guotai Li'an Medium and Short Bond A, which are positioned to benefit from the current market conditions [28] - The report highlights the importance of maintaining a diversified portfolio to mitigate risks associated with market volatility [20]