Workflow
材料产业
icon
Search documents
基金发行“开门红” ,“春播”聚焦“固收+”、FOF等
Zhong Guo Ji Jin Bao· 2026-01-18 12:36
Core Insights - The A-share market has shown strong performance at the beginning of 2026, leading to a "good start" for public fund issuance, with many funds selling out in one day [1][2] - The strong demand for equity assets is supported by a combination of policy, regulatory, and funding factors, which are expected to keep fund issuance active [2] Fund Issuance Highlights - As of January 16, 2026, 82 new funds have been launched, with 25 funds announcing early closure and 6 funds selling out in one day [2] - Key factors driving this trend include favorable policies from the "14th Five-Year Plan," regulatory adjustments to reduce investment costs, and a low-interest-rate environment prompting a shift of funds from deposits to equity funds [2] Focus on "Fixed Income+" and FOF Products - FOF products have seen significant interest, with notable funds like Guangfa Yueying and Wanjia Qitai raising over 32 billion and nearly 21 billion respectively in under two days [3] - The new funds are focusing on themes such as technology, innovation, and semiconductors, with over 20 funds incorporating these themes in their names [3] Strategic Directions for Fund Companies - Fund companies are adopting a "precise layout + diversified adaptation" strategy, focusing on five key areas: manufacturing, information industry, materials industry, energy, and space industry [3] - The market is expected to see a rapid issuance pace, with many products having short fundraising periods of two weeks or less [4] Market Trends and Investor Behavior - The 2026 fund issuance market is characterized by a shift away from "blockbuster" funds towards quicker capital deployment to align with market trends [4] - New investors, particularly those with limited experience, are increasingly turning to public funds as traditional investment yields decline, leading to a cautious approach regarding risk exposure [4]
基金发行“开门红” ,“春播”聚焦“固收+”、FOF等
中国基金报· 2026-01-18 12:33
【导读】 基金发行"开门红","春播"聚焦"固收+"、FOF等 中国基金报记者 曹雯璟 2026年开年A股市场表现强势,公募基金发行迎来"开门红","一日售罄"频频出现。 北京一家大中型基金公司表示,基于对市场的乐观判断,新基金发行将突出"精准布局+多元适配"的原则,紧扣春季行情窗口,聚焦五大方 向:一是制造业,其中智能制造是中坚力量;二是信息产业,这是赋能未来产业的"数字底座",涵盖下一代移动通信、卫星互联网、量子 信息等技术产业化应用;三是材料产业,包括有色金属、化工等先进基础材料升级,以及高性能碳纤维、先进半导体、超导材料等前沿新 材料创新应用;四是能源,聚焦核能、核聚变、氢能、生物质能等重点领域;五是空间产业,主要是空天、深海、深地等领域,关注点在 于各类高端装备创新研发和应用。 "主动权益方面,我们计划布局一些热门赛道的工具型产品;多元资产方面,2026年应是FOF大年,FOF能满足较多类型投资者需求,而且 银行渠道售后压力比较小。此外,可能会加大对'固收+'产品的布局力度,当前市场点位已达到较高位置,稳健收益特征的产品会更加适 配。"华北一家大型基金公司谈道。 记者注意到,新年基金发行市场呈现几个 ...