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卡位布局投资机会 超120只基金冲刺年底发行
Shang Hai Zheng Quan Bao· 2025-12-09 18:53
截至12月9日,当前正在发行的基金高达112只。从新发基金类型看,权益类基金成为发行主力军,占比 超过六成。具体来看,当前共有69只权益类基金正在发行,指数基金成为重点布局方向 ◎记者 赵明超 时至年末,新基金发行掀起小高潮,超120只基金正在或即将发行。从基金布局发力点看:一是面向高 风险偏好投资者的权益类基金;二是聚焦稳健投资需求的"固收+"产品。在业内人士看来,年末的发行 热潮与新品的密集上报,既体现机构对当前市场机会的看好,亦是其对明年投资机会的卡位布局。 新基金发行掀起小高潮 除正在发行的基金外,还有15只新基金发布基金份额发售公告,即将启动发行。"截至12月8日,偏股混 合型基金指数年内涨幅超30%,赚钱效应显现吸引较多资金涌入,尤其是四季度以来权益类基金发行显 著回暖。"沪上某基金公司渠道人士透露,债券市场近期震荡,纯债产品频遭大额赎回。在这种背景 下,基金公司布局权益类产品的热情更高。 从今年以来的新发基金情况看,Choice数据显示,截至12月9日,今年以来成立了1510只新基金,合计 发行规模为1.09万亿元。 基金产品密集上报 公募布局新品步履不停。Choice数据显示,截至12月9日, ...
增量约1.4万亿元!三季度银行理财规模大增
Mei Ri Jing Ji Xin Wen· 2025-10-23 18:21
Core Insights - As of the end of September, the scale of bank wealth management has exceeded 32 trillion yuan, reaching 32.1 trillion yuan, showing a significant increase from 30.67 trillion yuan at the end of June, with a growth of approximately 1.4 trillion yuan in the third quarter [1][2][4] Group 1: Wealth Management Scale - The bank wealth management scale saw an unexpected increase of 2 trillion yuan in July, but experienced a decline of 850 billion yuan in September due to seasonal factors and increased cash demand before the holidays [2][3][4] - Despite the decline in September, the scale has grown by about 8.5% compared to September 2024, indicating a year-on-year growth trend [4] Group 2: Product Types and Trends - Fixed-income products dominate the bank wealth management market, accounting for over 95% of the total scale, as they align with the risk tolerance of most investors [4] - The average annualized yield of closed-end fixed-income wealth management products has decreased, with a near 1-month yield of 2.30% and a near 3-month yield of 2.73% as of the end of the third quarter [5] Group 3: "Fixed Income Plus" Products - There is a growing interest in "Fixed Income Plus" products, which combine stable fixed-income assets with riskier assets to enhance returns, as investors seek better yields in a low-interest-rate environment [6][7] - The "Fixed Income Plus" product series launched by banks has seen significant growth, with one product surpassing 300 billion yuan in scale [6][7] - The overall scale of "Fixed Income Plus" products is expected to exceed 1.4 trillion yuan this year, contributing to the anticipated total wealth management scale of over 33.5 trillion yuan [7]