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国泰海通|非银:基于基准长周期考核下,重视权重股机会
报告导读: 新规改革考核激励机制,重业绩、重长期、重基准,以实现长期稳定的超额收 益,长期来看基于基准的长周期考核将推动行业指数化进程,建议重视权重股配置机会。 新规改革考核激励机制,重业绩、重长期、重基准。 5 月 7 日,证监会发布《推动公募基金高质量发展行动方案》对于基金公司、人员及产品的考核激励机 制提出改革要求,突出重业绩、重长期、重基准三大核心。此前监管已对业绩比较基准做出要求,需披露选取基准的原因。基金管理人在修改基金合同或市场 出现更合适、更权威的比较基准的情况下,可以修改业绩比较基准。 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称: 基于基准长周期考核下,重视权重股机会;报告日期:2025.08.17 报告作者: 刘欣琦(分析师),登记编号:S0880515050001 王思玥(分析师),登记编号:S0880525070022 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制,根据《证 券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、 控制投资风险,还请取消关注,请勿订阅、接收或使用本 ...
品牌工程指数 上周报1657.60点
Group 1 - The market experienced a slight adjustment last week, with the brand index closing at 1657.60 points, while several component stocks rose against the trend, including Xinlitai, Tigermed, and Stone Technology [1][2] - Xinlitai led the gains with an increase of 14.96%, followed by Tigermed at 12.48%, and Stone Technology at 11.47%. Other notable gainers included Three Squirrels and Supor, which rose by 7.69% and 6.07% respectively [2] - Since the beginning of 2025, Maimai Biological has seen a significant increase of 51.27%, with Shanghai Jahwa and Xinlitai also showing strong performance with gains of 47.96% and 47.71% respectively [3] Group 2 - Looking ahead, the market is expected to gradually shift towards a more positive trend as investors remain sensitive to favorable factors, with ongoing accumulation of positive elements supporting economic expectations and fundamentals [4] - The current market structure indicates a potential for mid-term positive performance, driven by policy support, domestic technological breakthroughs, and a favorable external environment, which may enhance liquidity in the domestic capital market [4] - In the medium to long term, opportunities may arise in sectors such as domestic demand, technology, and overseas expansion, with a focus on defensive dividend sectors and aggressive technology sectors, including internet and robotics [5]