这家券商资管拟3200万元自购！8月公募自购超2.7亿元

Core Viewpoint - The article highlights the recent trend of public fund companies in China, including Huatai Securities Asset Management, announcing self-purchases of their equity funds, reflecting confidence in the long-term stability and development of the Chinese capital market [1][3][4]. Group 1: Huatai Securities Asset Management - Huatai Securities Asset Management plans to invest up to 32 million yuan of its own funds into its equity public funds, with a holding period of no less than one year, based on confidence in the long-term healthy development of the Chinese capital market [1][3]. - The company believes that the overall economy is nearing a mid-cycle bottom, with equity market risk premiums still at historically high levels, and sees good allocation value in both A-shares and Hong Kong stocks [3]. - As of the end of 2024, Huatai Securities Asset Management manages public funds totaling 138.669 billion yuan, representing a year-on-year growth of 44.54% [3]. Group 2: Other Public Fund Companies - Other public fund companies, such as Southern Fund and ICBC Credit Suisse Fund, have also announced self-purchases, with Southern Fund committing to invest no less than 230 million yuan and ICBC Credit Suisse Fund at least 10 million yuan in their respective equity funds [4]. - The trend of self-purchases among public fund companies indicates a collective optimism towards the future performance of equity assets in the capital market [4]. Group 3: Market Trends and Potential Inflows - Analysts suggest that household funds may become a significant source of incremental capital in the market, as residents are increasingly moving their deposits to seek higher returns in financial assets [5][6]. - The public fund market has seen a total scale surpassing 33 trillion yuan, driven by a 75% year-on-year increase in the scale of stock ETFs [5]. - The shift in asset allocation from real estate to financial assets is expected to continue, with residents likely to invest through ETFs, direct stock holdings, and public funds, creating a positive cycle of market growth and confidence [6].