Core Viewpoint - Despite a sluggish market, many private equity firms are increasing their stock positions, indicating a potential bullish sentiment for 2024 [1][2]. Group 1: Private Equity Positioning - Recent data shows that the stock private equity position index has risen to 79.03%, marking an increase of 0.82 percentage points from the previous week, and reaching a near eight-week high [2]. - 56.5% of stock private equity firms are fully invested, while 32.21% are at moderate levels, and only 0.83% are in cash [2]. - There is a divergence in positions among private equity firms of different sizes, with larger firms (over 20 billion) showing significant increases in their positions, particularly a 4.2 percentage point increase for 20 billion firms and a 2.8 percentage point increase for 100 billion firms [2]. Group 2: Fundraising Activities - The private equity industry has faced challenges in fundraising due to poor performance in 2023, with a significant drop in the number of products registered compared to 2022 [4]. - Despite the challenges, several private equity firms are actively seeking to raise funds at the beginning of the year, focusing on long-only equity strategies [4]. - Notable firms like Xing Shi Investment and Jiu Kun Investment are reportedly opening fundraising channels, indicating a renewed interest in equity markets [4]. Group 3: Market Outlook - Several prominent private equity managers are optimistic about the market in 2024, citing favorable conditions such as the potential peak and decline of global interest rates [5][6]. - The overall valuation of the CSI 300 index is considered low after three years of adjustments, suggesting a potential for recovery and investment opportunities [5]. - The chairman of Zhongou Ruibo believes that the stock market's prolonged downturn has led to attractive valuations, with several positive factors accumulating for 2024 [6].

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 私募大V就是私募行业内，在微博、雪球等社交平台拥有大量粉丝的"意见领袖"，同时也时刻面临着业绩和口碑的双重考验。有的私募大V本身 是私募基金的实控人、基金经理或核心投研人员，部分私募大V"身兼多职"，如东方港湾但斌、林园投资林园、半夏投资李蓓。 截至今年 7月底，私募排排网有信息展示的私募大V共有74位，同时担任实控人的有41位。 从所属公司来看，百亿私募共有8家，投资模式为主 观的私募占比接近80%。从粉丝数（或关注度）来看，核心账号粉丝达到百万级别的有东方港湾但斌、日斗投资王文、神农投资陈宇等。（ 点 此领取全名单 ） | 排序 | 大V核心账号ID | 真实姓名 | 关联私募 | 私募投资 模式 | 更新平台 | 核心账号 粉丝数/ | 私募规模 | 是否为 实控 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 世状況 | | | | 1 | 但斌 | 但斌 | 东方港湾 | 主观 | 雪球 | 千万+ | 100亿以上 | 是 | | 2 | ...

北京商报讯（记者 郝彦）8月11日，江苏证监局发布公告表示，江阴米利都私募基金管理合伙企业（有限合伙）（以下简称"江阴米利都私募"）管理的私募 基金多次发生异常交易，单位未履行诚实信用、谨慎勤勉义务，违反规定。江苏证监局决定对江阴米利都私募采取出具警示函的行政监管措施。 ...

随着全球化步伐持续推进与我国资本市场对外开放程度不断加深，私募基金行业迎来战略机遇期：硬科技、新能源等 赛道催生海量投资机遇......私募基金正成为服务实体经济、促进科技创新的关键力量。在此背景下，福田区全力打造 粤港澳大湾区私募证券集聚高地，推动深圳私募行业高质量发展再提速。 8月8日，"香蜜湖金融+"系列活动之私募基金税务合规专题培训顺利举办，本次活动由深圳市私募基金业协会承办， 邀请近150家私募机构参与。福田区税务局聚焦税收政策环境的最新变化趋势，深入解析私募基金全生命周期中的税 收合规核心要点，为参会者构建专业的互动交流平台。而此前开展的"深交所中长期资金投资策略会"（深圳私募基金 专场）同样以精准的行业洞察引发市场广泛关注。这一系列密集推进的活动，正是福田区深耕私募领域、打造行业规 范发展良好生态的积极实践与生动注脚。 作为全国三大金融强区之一，福田区金融实力雄厚：辖区汇聚了全市近六成持牌金融机构，拥有建信理财、招银理 财、南方基金等3家"全球资管100强"总部。今年上半年，福田金融业增加值实现1100.26亿元，占全市金融业比重 44.8%。显著的金融产业基础叠加毗邻香港的区位优势，"让选择福 ...

据广西证监局日前公告，广西东信科创私募基金管理中心（有限合伙）被出具警示函。 | 索 引 号 | bm56000001/2025-00009500 | સ્તે 类 | 行政执法;行政监管措施 | | --- | --- | --- | --- | | 发布机构 | 广西局 | 发文日期 | 2025年08月08日 | | 称 名 | 关于对广西东信科创私募基金管理中心（有限合伙）采取出具警示函措施的决定〔2025〕20号 | | | | 文 ਛੋ | 行政监管措施决定书 [2025] 20号 | 主题词 | | 一是未保持管理团队和相关人员的充足、稳定，未认真履行谨慎勤勉义务。截至检查日，合伙企业的法定代表人、合规风控负责人均已离职，2个岗位处于 空缺状态，其中，合规风控负责人离职时间超过6个月。 二是从事与私募基金管理无关的业务。截至检查日，合伙企业按照协议约定向4家公司提供财务及人力模块的支撑服务，并在2023年至2024年期间收取服务 费用。 三是未及时向基金业协会履行变更手续更新相关登记信息。截至检查日，公司的实控人、出资人、注册地、名称等工商登记信息及实际在职员工均已变更， 公司未及时向基金业协会 ...

| 序号 | | 合伙人名称 | | 出资比例 ⇒ | 认缴出资额(万元 | | --- | --- | --- | --- | --- | --- | | | | 重庆渝东南科技创新私募股权投资基金合伙企业 | | | | | 1 | | (有限合伙) | | 36.0000% | 5400 | | | | 国有企业 私募基金 | | | | | | 石柱 | 重庆市石柱工业发展集团有限公司 | | | | | 2 | + | | | 33.3333% | 5000 | | | | 国有企业 | | | | | 3 | + 高尔 電子 | 苏州嘉乐君子科技服务有限公司 | | 29.0000% | 4350 | | | | 杭州方正多策私募基金管理合伙企业（有限合 | | | | | ব | + | 伙) | | 1.0000% | 150 | | | | 执行事务合伙人 | 私募基金管理, | | | 企查查APP显示，近日，重庆石柱禾优科创私募股权投资基金合伙企业（有限合伙）成立，出资额1.5亿元，经营范围包含：以私募基金从事股权投资。企 查查股权穿透，该企业由重庆渝东南科技创新私募股权投资基金合伙企业 ...

人民财讯8月11日电，企查查APP显示，近日，上海奉投贤创二期私募投资基金合伙企业(有限合伙)成 立，出资额1亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等活动。企查查股 权穿透显示，该企业由上海奉投企业管理有限公司等共同出资。 ...

Group 1 - China Taiping's subsidiary, Taiping Asset, has received approval from the National Financial Regulatory Administration to establish Taiping (Shenzhen) Private Securities Investment Fund Management Co., Ltd. [1] - This marks the total of six insurance asset management companies that have been approved to set up private securities investment funds [1]

Group 1 - The short drama titled "Rebirth in the Millennium: I Rely on Futures to Avenge" is produced by three private equity fund companies: Waying Investment, Shanhai Fund, and Shenhan Capital, and it began filming on August 5, 2023, with a planned release in September [1][3][9] - The plot revolves around a 47-year-old protagonist, Ying Shun, who is a former private equity fund manager that suffers significant losses due to market volatility caused by a tariff announcement, leading to personal betrayal and his eventual death, followed by a supernatural rebirth for revenge [3][10] - The production aims to combine elements of finance and investment knowledge with entertainment, reflecting a trend where financial institutions create short dramas for brand promotion and education [9][10] Group 2 - Waying Investment, established on April 9, 2015, has a registered capital of 15 million RMB and manages 32 products, with a current operational scale of 0-500 million RMB [5][6] - Shenhan Capital, founded on April 10, 2015, has a registered capital of 10 million RMB and manages 9 private equity funds, also within the scale of 0-500 million RMB [7][8] - The joint production includes Shanghai Film Culture Technology Co., Ltd., established in October 2020, and Shanghai Algernon Cultural Media Co., Ltd., founded in September 2022, indicating a collaborative effort in the film industry [9]

Group 1 - The short drama titled "Rebirth in the Millennium: I Rely on Futures to Avenge" is produced by three private equity fund companies: Woying Investment, Shanhai Fund, and Shenhan Capital, and it began filming on August 5, 2023, with a planned release in September [1][3] - The plot revolves around a character named Ying Shun, a 47-year-old private equity fund manager who faces significant financial losses due to market volatility caused by a tariff announcement, leading to personal betrayal and ultimately his death, followed by a supernatural rebirth for revenge [1][2] - The production aims to combine elements of finance and investment knowledge with entertainment, reflecting a trend where financial institutions, including banks and public funds, have previously engaged in short dramas for brand promotion and financial education [4] Group 2 - Woying Investment, established in April 2015, manages 32 products with a current operational range of 0 to 500 million yuan, and its actual controller, Zhou Wei, is one of the producers of the drama [3] - Shenhan Capital, also founded in April 2015, manages 9 private equity funds with a similar operational scale of 0 to 500 million yuan, with its actual controller, Wei Wei, being another producer [3] - The joint production company, Shanghai Shiying Cultural Technology Co., Ltd., was established in October 2020, and the manufacturing company, Shanghai Algernon Cultural Media Co., Ltd., was founded in September 2022, indicating a collaborative effort in the production [4]