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上证指数13连阳创历史,多路资金合力助推春季行情开启
21世纪经济报道特约记者 庞华玮 上证指数当日实现日线13连阳,创史上最长连阳纪录。上一次纪录是1992年2月25日至1992年3月11日,上证指数日线曾实现12连阳,这 一连阳纪录保持了33年之久。 盘面上,脑机接口板块再度掀起涨停潮,三博脑科、伟思医疗等近20股涨停;商业航天板块持续拉升,中国卫通、金风科技等8只个股涨 停,其中,中国卫通涨停,实现6天4个涨停板;有色金属板块表现活跃,洛阳钼业、紫金矿业等多股创历史新高;化学化工板块大幅走 强,氯碱化工等多股封板;保险、证券、互联网金融等大金融板块同样表现强劲,新华保险、中国太保双双创新高,华林证券、华安证 券涨停。 2026年开局的两个交易日(1月5日-1月6日),万得脑机接口主题指数大涨12.97%,万得商业航天主题指数大涨9.49%。 在"开门红"资金预期下,业内人士认为,春季行情开启,2026年A股市场风格正在向更均衡的全面牛市演进。 历史突破 1月6日,A股三大指数全线上涨。上证指数涨1.50%,报4083.67点,不仅突破去年11月高点,也创逾十年新高;深证成指涨1.4%,创业 板指涨0.75%。 1月6日,A股市场写下两项历史纪录:上证指数收 ...
2025年公募自购3375亿创纪录,非货产品净申购87亿
Sou Hu Cai Jing· 2026-01-05 11:21
Wind数据统计,截至2025年12月31日,公募对非货类基金的净申购规模合计达到87.03亿元,而2024年同期仅为 35.06亿元。其中,债券型基金作为"稳健派"代表,成为自购主力,全年净申购金额达42.14亿元,同比大幅增长超 227%。混合型基金更是实现了从净赎回到净申购的"大逆转",2025年净申购金额为21.48亿元,而前一年尚为净赎 回3.41亿元。股票型基金自购规模则保持稳健,净申购约23.41亿元。 与此同时,受收益率下行影响,货币基金遭到公募大幅赎回。2025年全年公募净赎回货币基金1939.51亿元,反映 出在低利率环境下,资金正在积极寻求更高回报的替代资产。 指数型产品成新宠,头部机构积极布局 来源:环球总财 #公募基金##基金# 【#公募豪掷3375亿自购,2025年非货产品成"香饽饽"#】 刚刚过去的2025年,公募基金行业用"真金白银"表达了对资本市场的长期信心。数据显示,2025年全年共有118家 基金公司合计实施自购7491次,总交易金额高达3375.10亿元。这一规模远超2024年的1095.30亿元,创下历史新 高。值得注意的是,自购结构发生了显著变化,非货币类产品成为基 ...
公募豪掷3375亿自购,2025年非货产品成“香饽饽”
Huan Qiu Wang· 2026-01-05 05:12
Wind数据统计,截至2025年12月31日,公募对非货类基金的净申购规模合计达到87.03亿元,而2024年 同期仅为35.06亿元。其中,债券型基金作为"稳健派"代表,成为自购主力,全年净申购金额达42.14亿 元,同比大幅增长超227%。混合型基金更是实现了从净赎回到净申购的"大逆转",2025年净申购金额 为21.48亿元,而前一年尚为净赎回3.41亿元。股票型基金自购规模则保持稳健,净申购约23.41亿元。 【环球网财经综合报道】刚刚过去的2025年,公募基金行业用"真金白银"表达了对资本市场的长期信 心。数据显示,2025年全年共有118家基金公司合计实施自购7491次,总交易金额高达3375.10亿元。这 一规模远超2024年的1095.30亿元,创下历史新高。值得注意的是,自购结构发生了显著变化,非货币 类产品成为基金公司加仓的重点,全年净申购规模合计达87亿元。 非货类产品受青睐,债券型基金成主力军 回顾2025年,A股市场走出"先抑后扬再震荡"的W型走势,主要指数表现亮眼。在此背景下,公募基金 自购热情高涨,尤其是对非货类产品的投入力度空前。 政策层面的引导也是推动自购热潮的重要因素。20 ...
2025年超百家公募自购 非货类产品成重点
Xin Lang Cai Jing· 2026-01-04 21:06
Group 1 - In 2025, public funds showed strong enthusiasm for self-purchasing non-monetary products, with 118 fund companies executing over 7,000 self-purchases totaling 8.7 billion yuan [1][2] - The self-purchase of bond funds saw a significant increase of over 200%, while mixed funds reversed from net redemption to net subscription, and stock funds maintained stable self-purchase levels [1][2][3] - The net subscription amount for non-monetary funds reached 8.7 billion yuan in 2025, compared to only 3.5 billion yuan in 2024, indicating a strong recovery in investor confidence [3][5] Group 2 - The A-share market exhibited a W-shaped trend in 2025, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 18.41%, 29.87%, and 49.57% respectively [2] - The total trading amount for public fund self-purchases in 2025 was 337.51 billion yuan, significantly higher than the 109.53 billion yuan in 2024, despite a higher number of self-purchase instances in 2024 [2][3] - The top three categories for self-purchase amounts in non-monetary funds were passive index bond funds, equity-mixed funds, and passive index funds, with the highest self-purchase amount being 1.8 billion yuan for E Fund's index fund [4][5] Group 3 - In 2025, 22 fund management companies had self-purchase amounts exceeding 100 million yuan, with the top two being Invesco Great Wall Fund and ICBC Credit Suisse Fund, at 2.774 billion yuan and 1.701 billion yuan respectively [5] - Fund companies are increasingly choosing to implement self-purchases at the time of fund contract effectiveness, aligning their interests with investors [6] - The regulatory changes introduced by the China Securities Regulatory Commission in May 2025 are expected to encourage more fund managers to engage in self-purchase behavior, enhancing long-term performance focus [6][7] Group 4 - Looking ahead to 2026, the market is expected to achieve further balance, with corporate earnings and liquidity driving market dynamics [7][8] - The investment community anticipates that the stock market will continue to experience a "slow bull" trend, with structural opportunities becoming more pronounced [7] - The A-share and Hong Kong markets are likely to be driven by liquidity and risk appetite, with potential for wide fluctuations due to accumulated gains and rising volatility [8]
企业信心不减 :申万期货早间评论-20251126
Group 1 - The State Council will hold a press conference on November 27 to discuss policies aimed at enhancing the adaptability of consumer goods supply and demand, and promoting consumption [1] - From January to October, China's total foreign direct investment reached $144.34 billion, a year-on-year increase of 6.2%, while new contracts for foreign engineering projects amounted to $210.7 billion, up 18.6% year-on-year [1] - A-share buyback amounts have exceeded 130 billion yuan this year, marking the second-highest level in history, with over 100 companies doubling their stock prices after implementing buybacks [1] Group 2 - The U.S. stock indices rose, with the communication and media sectors leading the gains, while defense and transportation sectors lagged [2] - The financing balance decreased by 2.88 billion yuan to 2.4423 trillion yuan on November 24, indicating cautious market sentiment as the year-end approaches [2] - The "Fifteen Five" plan continues to focus on technological self-reliance, suggesting that the technology sector remains a long-term investment direction [2] Group 3 - Palm oil inventories continue to accumulate, with a 16.4% month-on-month decrease in Malaysian palm oil exports expected for November 1-25 [3] - The domestic supply of rapeseed oil is under pressure due to increased raw material supply, leading to price declines [3] - Rubber prices are expected to fluctuate as supply pressures emerge from overseas production, while domestic production transitions to the off-season [3] Group 4 - The National Space Administration has issued a plan to promote the high-quality and safe development of commercial aerospace from 2025 to 2027, establishing a national commercial aerospace development fund [8]