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方正富邦基金自购500万 真金白银释放积极信号
Zhong Guo Jing Ji Wang· 2025-04-28 01:32
在方正富邦基金看来,中国经济将持续保持高质量发展态势,资本市场蕴含巨大投资潜力。方正富邦基 金始终秉持三重信心原则:对中国经济结构转型升级的坚定信心、对国内经济基本面好转的长期信心、 以及对自身主动管理能力的充分信心。 从估值角度看,A股已进入极具吸引力的配置区间。据wind数据统计,截至4月25日,沪深300指数动态 市盈率仅11.57倍,低于10年以来均值水平(2005年以来指数动态估值均值11.86倍)。沪深300股息率达到 了3.58%,股息率达到了近10年来的历史新高,凸显"高性价比"特征。长期来看,中国经济基本面的复 苏态势更为明确,为中长期资金提供了"跌出来的机会",投资者需理性看待短期市场波动,在优质资产 估值回调阶段积极把握低位布局良机。 风险提示:投研观点不代表公司立场,不构成投资建议,不代表基金实际持仓或未来投向保证。观点具 有时效性。 (责任编辑:叶景) 继"国家队"出手后,又一家公募基金宣布自购。 4月28日,方正富邦基金发布运用固有资金投资认购旗下基金的公告,据悉,基于对中国资本市场高质 量发展和公司投资管理能力的信心,方正富邦基金将出资500万元固有资产认购方正富邦中证全指自由 ...
QFII大举加仓这些股!
Zhong Guo Ji Jin Bao· 2025-04-27 12:29
Group 1 - The total QFII holdings in A-shares reached 3.996 billion shares with a total market value of 51.02 billion yuan as of April 27, 2025 [1] - QFII is present among the top ten shareholders of 333 companies, with approximately 200 new entries in the top ten shareholder lists of various listed companies [1] - Key sectors for QFII investments include manufacturing and TMT (Technology, Media, and Telecommunications) [1] Group 2 - The largest QFII by share count is Morgan Stanley International, holding 169 stocks, including significant positions in Huace Testing and Yanshan Technology [1] - UBS Group ranks second with holdings in 90 stocks, notably in Tianhai Defense, Wisdom Agriculture, and Fangzheng Electric [1] Group 3 - French bank BNP Paribas has the highest market value of holdings among QFIIs, with a total of 19.552 billion yuan across 7 stocks [2] - Abu Dhabi Investment Authority and Kuwait Investment Authority are actively investing in A-shares, with Abu Dhabi holding 306 million shares valued at 6.336 billion yuan [3] - Goldman Sachs International led in new stock entries, holding 53 stocks with 22 new additions in the first quarter [3] Group 4 - QFII increased holdings in 78 stocks during the first quarter, with notable increases in China Western Power and Zhuoyue Technology [7] - The top ten stocks with increased holdings include China Western Power, Yinxin Technology, and North New Materials, spanning various industries such as electrical equipment and chemicals [9][11] Group 5 - The only stock with QFII holdings exceeding 10 billion yuan is Nanjing Bank, with a stable holding of 1.865 billion shares valued at 19.264 billion yuan [3][4] - Other significant stocks in the top ten by market value include Shanghai Bank and Zijin Mining, with various fluctuations in share counts and market values [4][6]