基金市场周报:煤炭板块表现较优QDII基金平均收益相对领先-20250922
Shanghai Securities·2025-09-22 11:06

Group 1 - The core viewpoint of the report indicates that the coal sector performed well during the period, with QDII funds showing an average return that outperformed other types of funds [1][7][17] - The Shanghai Composite Index decreased by 1.30%, while the Shenzhen Component Index increased by 1.14%, highlighting a mixed performance in the domestic market [1] - Various types of funds experienced gains, with actively managed equity funds rising by 0.66% and QDII funds increasing by 1.37% [1][17] Group 2 - In the equity category, the coal and power equipment sectors showed strong performance, while the comprehensive and electronics sectors also performed well over the last 12 periods [7][12] - The report lists several high-performing representative equity funds, with notable returns such as 7.48% for the Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials fund [13] - The report highlights that the average return for global equity QDII funds was 2.08%, with the Greater China equity QDII funds achieving a significant increase of 46.20% year-to-date [17][19] Group 3 - In the fixed income category, short-term pure bond funds led the performance with an average return of 0.03% for the period, while convertible bond funds had a strong year-to-date average return of 18.15% [15][16] - The report provides a detailed breakdown of bond fund performance, indicating that ordinary bond funds saw a decline of 0.10% during the period [15][16] - The report also identifies high-performing representative active bond funds, with the ICBC Balanced Return 6-Month Holding Period Bond A fund returning 2.82% for the period [16]