广发基金管理有限公司
Search documents
广发创新医疗两年持有混合C连续3个交易日下跌,区间累计跌幅2.33%
Sou Hu Cai Jing· 2025-04-17 17:12
公开信息显示,现任基金经理吴兴武先生:中国籍,理学硕士,持有中国证券投资基金业从业证书,曾任摩 根士丹利华鑫基金管理有限公司研究员,广发基金管理有限公司研究发展部、权益投资一部研究员、广 发多元新兴股票型证券投资基金基金经理(自2017年4月25日至2019年4月16日)、广发核心精选混合型证 券投资基金基金经理(自2015年2月17日至2020年2月10日)、广发鑫瑞混合型证券投资基金(LOF)基金经 理(自2019年4月16日至2020年7月29日)、广发再融资主题灵活配置混合型证券投资基金(LOF)基金经理 (自2019年4月16日至2020年7月31日)。现任广发轮动配置混合型证券投资基金基金经理(自2015年2月12 日起任职)、广发医疗保健股票型证券投资基金基金经理(自2018年10月16日起任职)、广发医药健康混合 型证券投资基金基金经理(自2020年10月21日起任职)、广发创新医疗两年持有期混合型证券投资基金基 金经理(自2021年3月19日起任职)。2022年11月4日起任广发竞争优势灵活配置混合型证券投资基金基金 经理。曾任广发主题领先灵活配置混合型证券投资基金基金经理。 截止2024年 ...
城建发展连跌4天,广发基金旗下4只基金位列前十大股东
Sou Hu Cai Jing· 2025-04-16 12:17
4月16日,城建发展连续4个交易日下跌,区间累计跌幅-3.00%。北京城建投资发展股份有限公司(股票代码600266)是由北京城建集团有限责任公司于1998年 独家发起、1999年2月3日在上海证券交易所上市、以房地产开发经营为主业的大型专业品牌地产商,具有房地产开发一级资质。 财报显示,广发基金旗下4只基金进入城建发展前十大股东。其中广发均衡优选混合A去年四季度减持,广发价值优势混合去年四季度不变,广发稳健优选 六个月持有期混合A去年四季度减持,广发睿铭两年持有期混合A去年四季度减持。 其中,广发均衡优选混合A今年以来收益率-5.10%,同类排名56(总61),广发价值优势混合今年以来收益率-5.26%,同类排名3913(总4559),广发稳健优选六 个月持有期混合A今年以来收益率-5.12%,同类排名57(总61),广发睿铭两年持有期混合A今年以来收益率-5.10%,同类排名3871(总4559)。 广发均衡优选混合A、广发价值优势混合、广发稳健优选六个月持有期混合A、广发睿铭两年持有期混合A基金经理为王明旭。 简历显示,王明旭先生:经济学硕士,持有中国证券投资基金业从业证书。曾任东北证券研究所策略研究员 ...
金盘科技:截至2025年4月9日前十大流通股东持股占比56.92%
Mei Ri Jing Ji Xin Wen· 2025-04-14 10:39
金盘科技(SH 688676,收盘价:32.46元)4月14日晚间发布公告称,海南金盘智能科技股份有限公司 于2025年4月9日召开第三届董事会第二十次会议,审议通过了《关于以集中竞价交易方式回购公司股份 的方案的议案》。现将公司2025年4月9日前十大无限售条件股东披露如下:海南元宇智能科技投资有限 公司持约1.85亿股,占比40.41%;敬天(海南)投资合伙企业(有限合伙)持2230万股,占比4.87%; JINPAN INTERNATIONAL LIMITED持约1417万股,占比3.1%;中国工商银行股份有限公司-广发多 因子灵活配置混合型证券投资基金持约811万股,占比1.77%;Forebright Smart Connection Technology Limited持约756万股,占比1.65%;旺鹏(海南)投资合伙企业(有限合伙)持约548万股,占比1.2%; 君航(海南)投资合伙企业(有限合伙)持约495万股,占比1.08%;中国工商银行股份有限公司-前 海开源新经济灵活配置混合型证券投资基金持约455万股,占比1%;春荣(海南)投资合伙企业(有限 合伙)持约450万股,占比0.98%;香 ...
核心资产或迎来布局窗口期,中证A500ETF龙头(563800)受关注
Mei Ri Jing Ji Xin Wen· 2025-04-14 05:58
Group 1 - The current market is entering a new phase characterized by tariff policy negotiations, with investor sentiment having been sufficiently released and ample funds flowing into the market [1] - Core assets are expected to see a significant buying opportunity due to their undervalued status, supported by strong policy expectations [1] - The CSI A500 ETF (563800) has seen net inflows for three consecutive weeks, with an average daily trading volume exceeding 2.2 billion yuan this year and a low management fee rate of 0.15% [1] Group 2 - The CSI A500 ETF tracks the CSI A500 Index, which includes leading companies across various sectors, showcasing solid fundamentals and growth potential [1] - The latest PE valuation of the CSI A500 Index is 13.93 times, which is at a historically low level of 38.3% since its inception [1] - Future market focus may shift from tariff figures to their actual impact on growth, suggesting that investors may consider gradually increasing their positions [1]
最新公告,增聘基金经理!
券商中国· 2025-04-12 04:21
Core Viewpoint - The article highlights the trend of appointing additional fund managers in the public fund industry, indicating a shift towards team-based management to adapt to increasingly complex market conditions [3][12][14]. Group 1: Fund Manager Appointments - On April 12, Invesco Great Wall Fund announced the appointment of additional fund managers for four funds managed by Bao Wuke, including Liu Su, Zou Lihua, Zhang Zhongwei, and Wang Yong [1][5]. - The four funds include: Invesco Great Wall Value Steady Progress, Invesco Great Wall State-Owned Enterprise Value Mixed, Invesco Great Wall Hong Kong-Shanghai Select, and Invesco Great Wall Value Discovery Mixed [1][5]. Group 2: Industry Trends - Over 6,000 public funds are currently managed by two or more fund managers, indicating that team-based management has become a standard in the industry [2][13]. - The transition from "individual operation" to "team collaboration" reflects a profound change in the public fund industry, driven by the increasing complexity of market environments [3][14]. Group 3: Fund Manager Experience - The newly appointed fund managers possess significant industry experience: Liu Su has 20 years, Zhang Zhongwei has 15 years, Wang Yong has 20 years, and Zou Lihua has 15 years [10][11]. - Bao Wuke, who has been with Invesco Great Wall since December 2009, currently manages eight funds with a total scale of 17.783 billion [9]. Group 4: Growth of Team Management - The number of funds managed by multiple managers has seen a significant increase, with a growth rate exceeding 120% from approximately 2,800 funds to 6,156 funds [14]. - The complexity of current market products, including ESG themes and quantitative strategies, necessitates a collaborative approach to meet diverse professional needs and enhance risk control [14].
九安医疗连跌5天,广发基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-04-09 16:20
Company Overview - Jiuan Medical, established in 1995, focuses on the development and production of health-related electronic products and smart hardware [1] - The company aims to build a personal health management cloud platform integrating smart hardware, mobile applications, and cloud services [1] Recent Performance - Jiuan Medical has experienced a decline in stock price, with a cumulative drop of -15.75% over the last five trading days [1] - The company is among the top ten shareholders of Guangfa Fund, which increased its holdings in the last quarter of the previous year [1] Fund Management - The fund manager of Guangfa Medical Healthcare Stock A is Wu Xingwu, who has a background in science and holds a certificate in securities investment [4][5] - Wu Xingwu has managed various funds since 2015, including Guangfa Core Selected Mixed Fund and Guangfa Medical Healthcare Stock Fund [4][5] Fund Performance - Guangfa Medical Healthcare Stock A has achieved a year-to-date return of 4.73%, ranking 73rd out of 1001 in its category [1]
机构风向标 | 热威股份(603075)2024年四季度已披露前十大机构累计持仓占比89.90%
Xin Lang Cai Jing· 2025-04-09 01:04
Group 1 - The core viewpoint of the news is that as of April 8, 2025, institutional investors hold a significant majority of Heatway Co., Ltd.'s A-shares, with a total holding of 363 million shares, representing 90.21% of the total share capital [1] - The top ten institutional investors collectively hold 89.90% of the shares, with a slight decrease of 0.18 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two public funds reduced their holdings compared to the previous quarter, including Huaxia CSI 1000 ETF and Southern CSI 1000 ETF, with a slight decline in the holding ratio [2] - A total of 124 new public funds were disclosed this period, including notable funds such as the Fortune CSI 1000 Index Enhanced (LOF) A and GF CSI 1000 ETF [2] - In terms of foreign investment, one new foreign institution was disclosed this period, namely Hong Kong Central Clearing Limited, while Goldman Sachs and Morgan Stanley were not disclosed this quarter [2]
机构风向标 | 锡装股份(001332)2024年四季度已披露前十大机构累计持仓占比2.51%
Xin Lang Cai Jing· 2025-04-09 01:01
Group 1 - The core viewpoint of the news is that Xizhuang Co., Ltd. (001332.SZ) has reported a decrease in institutional holdings and changes in public fund investments as of April 2025 [1][2][3] Group 2 - As of April 8, 2025, 48 institutional investors hold a total of 3.0934 million shares of Xizhuang Co., accounting for 2.81% of the total share capital [1] - The top ten institutional investors collectively hold 2.51% of the shares, which is a decrease of 0.46 percentage points compared to the previous quarter [1] - In the public fund sector, five funds reported a decrease in holdings, with a total reduction rate of 0.34% [2] - A total of 42 new public funds were disclosed this period, including several notable funds such as GF Baifa Big Data Growth Mixed A and Huaxia Zhisheng Value Growth Stock A [2] - UBS AG is noted as an external institution that has not disclosed holdings in the current period [3]
量化掘基系列之三十三:高波动市场环境下,智选高股息配置价值凸显
SINOLINK SECURITIES· 2025-04-08 14:04
- The "CSI Smart High Dividend Strategy Index" was launched by the China Securities Index Company in 2024 to optimize traditional dividend stock selection logic through dynamic screening mechanisms and volatility control rules[2][32] - The index selects 50 stocks with continuous dividends and high expected dividend yields, using a "expected dividend yield" selection method combined with a dividend yield and volatility weighting mechanism to avoid the "high dividend trap" and ensure selected stocks have stable dividend capabilities and low volatility[2][32][39] - The index's construction process includes selecting stocks with continuous dividends over the past three years, calculating the expected dividend yield based on disclosed cash dividend plans, and weighting by the ratio of dividend yield to volatility[39][41] - The index has shown superior performance with higher annualized returns, lower volatility, and smaller maximum drawdowns compared to other dividend indices, demonstrating its value in long-term asset allocation[2][33][37] Model Performance Metrics - CSI Smart High Dividend Strategy Index, annualized return: 19.66%, annualized volatility: 24.60%, Sharpe ratio: 0.88, maximum drawdown: 64.82%[37] - Dividend Low Volatility 100 Total Return Index, annualized return: 17.87%, annualized volatility: 24.47%, Sharpe ratio: 0.81, maximum drawdown: 64.02%[15][37] - CSI Dividend Total Return Index, annualized return: 14.14%, annualized volatility: 25.86%, Sharpe ratio: 0.75, maximum drawdown: 72.13%[15][37] - CSI All Share Total Return Index, annualized return: 11.00%, annualized volatility: 26.29%, Sharpe ratio: 0.50, maximum drawdown: 71.48%[15] Factor Construction and Evaluation - The "expected dividend yield" factor is constructed by calculating the dividend yield based on disclosed cash dividend plans and adjusting for stock price at the end of April[39][41] - The factor is evaluated positively for its ability to avoid the "high dividend trap" and ensure selected stocks have stable dividend capabilities and low volatility[2][39] - The index's weighting method, which uses the ratio of dividend yield to volatility, effectively controls annualized volatility and enhances risk-adjusted returns[39][41] Factor Performance Metrics - CSI Smart High Dividend Strategy Index, dividend yield: consistently higher than other dividend indices during the period from September 30, 2024, to March 31, 2025[38] - The index's constituent stocks have a net asset return rate of approximately 10.5% and the lowest asset-liability ratio among compared dividend indices, indicating high profitability and low debt risk[54][56]
跌停!广发基金旗下1只基金持仓威唐工业,合计持股比例0.7%
Sou Hu Cai Jing· 2025-04-07 18:44
Group 1 - Witan Industrial's stock hit the daily limit down on April 7, with a year-to-date decline of 13.23% [1] - Witan Industrial, established in 2008 and listed on the Shenzhen Stock Exchange in October 2017, specializes in high-end automotive equipment and components, focusing on metal forming and connection technologies [1] - The company's main products include automotive stamping molds, inspection tools, automotive welding and pressing components, and new energy battery enclosures [1] Group 2 - GF Fund's Guangfa Multi-Factor Mixed Fund is among Witan Industrial's top ten shareholders, having reduced its stake to 0.7% in the fourth quarter of last year [2] - The fund has achieved a year-to-date return of 7.93%, ranking 270th out of 2324 in its category [2] Group 3 - The fund managers of Guangfa Multi-Factor Mixed Fund are Tang Xiaobin and Yang Dong, both with extensive experience in the investment field [4][6] - Tang Xiaobin has been managing funds since December 24, 2014, and has a cumulative return of 289.67% on assets under management of 13.993 billion [5] - Yang Dong has been managing funds since July 2, 2021, with a return of 53.22% on assets under management of 12.391 billion [6] Group 4 - GF Fund Management Company was established in August 2003, with major shareholders including GF Securities Co., Ltd. holding 54.53% [7] - The company has a total of nine shareholders, with significant stakes held by Fenghuo Communication Technology Co., Ltd. and Shenzhen Qianhai Xiangjiang Financial Holdings Group Co., Ltd. [7]