责任编辑：小浪快报 富国中证稀土产业ETF（159713）成立日期2021年8月5日，最新规模10.79亿。今年以来收益16.79%， 同类排名405/5551；近一年收益107.99%，同类排名111/4285；成立以来收益53.66%。 富国中证稀土产业ETF（159713）基金经理为殷钦怡、曹璐迪。 截至发稿，殷钦怡累计任职时间1年191天，现任基金资产总规模241.92亿元，任职期间最佳基金回报 105.04%， 任职期间最差基金回报-13.16%。 曹璐迪累计任职时间5年256天，现任基金资产总规模215.81亿元，任职期间最佳基金回报138.03%， 任 职期间最差基金回报-44.98%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 1月29日，盛和资源涨5.31%，截至发稿，报28.75元/股，成交7.39亿元，换手率1.49%，总市值503.94亿 元。 资料显示，盛和资源控股股份有限公司位于四川省成都市双流区怡 ...

2026年开年，公募基金南下首次举牌落子数字娱乐赛道。 在公募资金对防守与进攻的双重需求下，兼具消费复苏与AI技术双重属性、能在两大主线中左右逢源的数字 娱乐赛道，正成为基金经理布局的新宠。同时，该赛道标的能满足多类别基金合同的契约要求，形成了资金共 振的独特逻辑，成为开年港股市场中公募资金的重要布局。 头部公募举牌剑指数字娱乐 1月27日晚间，香港联交所披露的最新资料显示，富国基金管理有限公司于1月23日增持美图公司582.9万股， 平均每股作价8.2899港元，增持总金额约4832.18万港元。此次增持后，富国基金对美图公司的最新持股数目达 2.34亿股，持股比例升至5.11%。 此外，广发基金、南方基金、华夏基金、中欧基金、永赢基金等头部公募，还将布局目光投向了大麦娱乐、赤 子城科技、心动公司、贪玩等多家数字娱乐企业。 从2025年公募基金四季报数据来看，截至2025年12月末，全市场已有8只基金将美图公司纳入前十大重仓股名 单，包括广发基金、招商基金、申万菱信、浦银安盛等多家公募机构。其中，基金经理观富钦管理的广发沪港 深精选混合基金，在2025年末便已开始加大对数字娱乐、数字经济赛道的布局力度，美图 ...

富国创业板两年定期开放混合（161040）成立日期2020年7月14日，最新规模12.67亿。今年以来收益 8.27%，同类排名3028/8864；近一年收益72.52%，同类排名786/8126；成立以来收益97.6%。 富国创业板两年定期开放混合（161040）基金经理为曹晋。 截至发稿，曹晋累计任职时间12年287天，现任基金资产总规模139.34亿元，任职期间最佳基金回报 448%， 任职期间最差基金回报6.15%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 1月28日，四方达跌5.45%，截至发稿，报20.99元/股，成交13.23亿元，换手率15.78%，总市值101.95亿 元。 资料显示，河南四方达超硬材料股份有限公 ...

Core Viewpoint - On January 23, 2023, Franklin Templeton Investments increased its stake in Meitu Inc. (01357) by acquiring 5.829 million shares at an average price of HKD 8.2899 per share, totaling approximately HKD 48.32 million, resulting in a new holding of about 234 million shares, representing a 5.11% ownership stake [1][3]. Group 1 - Franklin Templeton Investments purchased 5.829 million shares of Meitu Inc. at an average price of HKD 8.2899 per share [1][3]. - The total investment amount for this acquisition was approximately HKD 48.32 million [1][3]. - After the purchase, Franklin Templeton's total shareholding in Meitu Inc. increased to approximately 234 million shares, equating to a 5.11% ownership stake [1][3].

Group 1 - The core point of the article is that Wellington Management Company has increased its stake in Meitu, Inc. by purchasing 5.829 million shares at an average price of HKD 8.2899 per share, raising its ownership from 4.98% to 5.11% [1][3]. Group 2 - The transaction involved a total investment of approximately HKD 48.32 million [1]. - After the purchase, Wellington Management's total shareholding in Meitu amounts to 234,291,000 shares [1][3].

Group 1 - The report highlights the significant growth in the issuance of technology innovation bonds (科创债) following the announcement by the People's Bank of China in March 2025, with AAA-rated bonds seeing issuance rise from 20.3 billion yuan in March to 98.8 billion yuan in July 2025, and peaking at 119 billion yuan in November 2025 [4][7] - The average yield for 1-year AA-rated technology innovation bonds was 1.94% in 2025, while the 5-year AA-rated bonds had an average yield of 2.42%, with a peak yield spread of 61 basis points observed on October 10 [12][14] - The report notes that the secondary market saw a significant increase in trading volume for AA-rated technology innovation bonds, with monthly trading volume rising from 33.9 billion yuan in March to 61.3 billion yuan in July 2025 [10][12] Group 2 - The report indicates that multiple technology innovation bond ETFs were launched starting in July 2025, with the highest annualized return of 3.1% recorded by the Invesco CSI AAA Technology Innovation Corporate Bond ETF [23][24] - The report provides a detailed performance analysis of 24 technology innovation bond ETFs, showing that the average annualized return can be enhanced by 58 basis points using a 2-year riding strategy [60][63] - The report identifies that the Invesco CSI AAA Technology Innovation Corporate Bond ETF and the Fortune CSI AAA Technology Innovation Corporate Bond ETF are among the top performers, while other ETFs can benefit from a riding strategy to manage volatility and drawdown [27][63] Group 3 - The report discusses the construction of a portfolio consisting of 72% AAA-rated and 28% AA-rated technology innovation bonds, which is adjusted bi-weekly, showing that the 1-3 year bonds have the highest Sharpe ratio of 2 [30][31] - The report emphasizes that the riding strategy across different durations (2, 5, and 7 years) yields higher Sharpe ratios, with the 2-year riding strategy achieving a Sharpe ratio of 1.92 and an annualized return of 2.6% [38][39] - The report concludes that the 1-3 year technology innovation bond ETFs performed relatively well, while the longer 10-year bonds showed less favorable returns [46][48]

智通财经APP获悉，香港联交所最新资料显示，1月23日，富国基金管理有限公司增持美图公司 (01357)582.9万股，平均每股作价为8.2899港元，总金额约为4832.18万港元。增持后最新持股数目约为 2.34亿股，最新持股比例为5.11%。 ...

香港联交所最新资料显示，1月23日，富国基金管理有限公司增持美图公司(01357)582.9万股，平均每股 作价为8.2899港元，总金额约为4832.18万港元。增持后最新持股数目约为2.34亿股，最新持股比例为 5.11%。 ...

Core Viewpoint - In 2025, China's public fund industry achieved a historic leap, with total managed assets reaching 35.67 trillion yuan, showing steady growth compared to 2024 [3] Group 1: Growth of Equity Products - The equity asset scale has rapidly increased, becoming the main growth engine, with stock funds rising from 4.05 trillion yuan at the end of 2024 to 5.44 trillion yuan, a growth rate of 34.32% [4] - Mixed funds also saw growth, increasing from 3.03 trillion yuan to 3.66 trillion yuan, a rise of 20.79% [4] - The trend of passive investment deepened, with ETF scale surging by 61.4%, expanding from 3.73 trillion yuan to 6.02 trillion yuan, marking it as the fastest-growing subcategory [4] Group 2: Bond and Money Market Funds - Bond funds grew from 10.05 trillion yuan to 11.1 trillion yuan, with a growth rate of 10.45% [4] - Money market funds increased from 13.03 trillion yuan to 15.01 trillion yuan, reflecting a growth of 15.19% [4] - The low interest rate environment has led to a clear trend of funds shifting towards equity assets due to narrowing yield space in traditional fixed-income assets [5] Group 3: Competitive Landscape of Fund Management Companies - The number of public fund institutions managing over 1 trillion yuan increased from 8 to 10, with Huatai-PineBridge and Penghua Fund entering the "trillion club" for the first time [6] - E Fund and China Universal Fund maintained their leading positions, each surpassing 2 trillion yuan in total scale, with non-monetary scales reaching 1.75 trillion yuan and 1.48 trillion yuan respectively [6] - The competition among mid-tier institutions intensified, with Invesco Great Wall and China Universal Fund achieving significant scale increases through strategies like "fixed income plus" [8] Group 4: Performance of Commodity Funds and FOFs - The total industry scale reached 37.63 trillion yuan in the last quarter, with a quarterly increase of 1.18 trillion yuan [9] - Commodity funds saw a growth rate of 44.89%, primarily benefiting from rising gold prices [9] - FOFs experienced a growth of 26.22%, indicating an increasing demand for diversified investment tools [9] Group 5: Highlights in Active Equity Products - Yongying Fund's scale grew by over 20 billion yuan, with a growth rate of 22.66%, marking it as a highlight in the fourth quarter [11] - The overall public fund industry in 2025 not only saw scale enhancement but also exhibited characteristics of product structure optimization, strengthening of head effects, and diversified allocation demands [11]

1月27日，中国国航跌1.15%，截至发稿，报8.57元/股，成交6.44亿元，换手率0.64%，总市值1495.33亿 元。中国国航股价已经连续5天下跌，区间累计跌幅5.82%。 资料显示，中国国际航空股份有限公司位于北京天竺空港经济开发区天柱路30号,香港国际机场东辉路 12号中航大厦5楼，成立日期2006年3月27日，上市日期2006年8月18日，公司主营业务涉及航空客运和 航空货运及邮运。主营业务收入构成为：航空客运90.64%，其他4.93%，航空货运及邮运4.43%。 曹璐迪累计任职时间5年254天，现任基金资产总规模215.81亿元，任职期间最佳基金回报138.03%， 任 职期间最差基金回报-44.98%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.c ...