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中银基金管理有限公司 旗下部分基金招募说明书提示性公告
Sou Hu Cai Jing· 2025-08-01 01:13
| 故食名称 | 中城运营手禄稳健养老目标一年特有限配合型基金中基金(FOF) | | --- | --- | | 基金简称 | 中製添植 禄稳健养老目标一年持有明泥合(FOF) | | 本会主代理 | 010217 | | 甚全管理人名称 | 中製基金管理有限公司 | | 公告依据 | 所以及前往開發的社會出版社會會出版社人。 | | 基金经理专更资型 | 图聘基金经理 | | 副任基金经理姓名 | 隐浮 | | 共同管理本基金的其他基金 就卫威 | | | 副手基金经理姓名 | 标准 | | | | | --- | --- | --- | --- | --- | | 【国用期 | 2025年8月1日 | | | | | 证券及收费用 | 0 | | | | | 证券投资管理从业年代 | 0 | | | | | | | | 2017年加入中银基金管理有限公司。曾任研究员、基金经理助理、专户投资经 | | | 过往从业经历 | 4 基金主代引 | 基金名称 | 在职日期 | 图在日期 | | | 016086 | 中银慧泽积极3个 具持有用混合型 | 2024-8-16 | | | | | 发起式墙金中装 | ...
【机构调研记录】银华基金调研德福科技、晶科能源等4只个股(附名单)
Zheng Quan Zhi Xing· 2025-08-01 00:11
Group 1: Defu Technology - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production. Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons. The core products include HVLP and DTH [1] - The projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000. In Q1 2025, the expected revenue is €45 million, with a net profit of €1.67 million, indicating a quarterly turnaround [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally. The company plans to enhance its profitability through technology resource integration and has allocated ¥183 million for R&D in 2024, resulting in 17 new invention patents [1] Group 2: JinkoSolar - JinkoSolar aims to address the intense competition in the photovoltaic industry by strictly controlling new capacity and guiding prices back to rational levels while promoting technological innovation [2] - The company has made significant progress in upgrading its high-power products, with 640W and above products partially delivered in Q3 this year, and expects most orders to switch to these products next year. The anticipated TOPCon capacity will reach 670W by next year, with a potential for 680-700W in the next 2-3 years, and battery mass production efficiency is expected to exceed 28% [2] - The global photovoltaic market demand remains robust, with a return to normal demand in China and rapid growth in emerging overseas markets, leading to stable component prices. JinkoSolar's overall production in Q3 is expected to remain stable due to the growth in emerging markets in the Asia-Pacific and Middle East regions [2] Group 3: Yahua Group - Yahua Group is a leading producer of lithium salt products, particularly battery-grade lithium hydroxide, with industry-leading production technology and equipment. The company has established itself as a core supplier for major global automotive and battery manufacturers, with 90% of revenue coming from long-term agreements with top clients like Tesla and CATL [3] - The company has diversified its lithium ore sourcing through self-controlled and external procurement channels, including lithium mines in Zimbabwe and Sichuan [3] - Yahua Group's civil explosives business covers over 20 provinces in China and extends to countries like Australia, New Zealand, and Zimbabwe. In 2024, the company plans to hedge against price fluctuations in lithium salt products through futures contracts [3] Group 4: Medicy - Medicy has launched its Boston laboratory for overseas operations, covering chemical, biological, and animal testing, which enhances revenue and strengthens the business development team in Europe [4] - The company possesses comprehensive preclinical new drug development capabilities, having assisted 520 new drug and generic drug projects in obtaining clinical trial approvals [4] - Medicy emphasizes talent development, with 83.61% of employees holding at least a bachelor's degree and 29.63% holding master's or doctoral degrees. The company is also advancing new technology platforms and has seen a 13.70 percentage point increase in gross margin to 22.03% in Q1 2025, attributed to cost control and efficiency improvements [4]
【机构调研记录】达诚基金调研德福科技
Zheng Quan Zhi Xing· 2025-08-01 00:11
Group 1 - Dacheng Fund recently conducted research on a listed company, Defu Technology (301511), which participated in a company roadshow [1] - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual production capacity of 16,800 tons [1] - The core products of Luxembourg Copper Foil include HVLP and DTH, with projected revenue of €134 million and a net loss of €370,000 for 2024 [1] - In Q1 2025, Luxembourg Copper Foil is expected to generate revenue of €45 million and achieve a net profit of €1.67 million, indicating a quarterly turnaround [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company aims to accelerate technological resource integration and enhance profitability [1] - Defu Technology plans to invest ¥183 million in R&D in 2024, resulting in 17 new invention patents, focusing on high-frequency, high-speed, ultra-thin, and functional technology strategies [1] Group 2 - Dacheng Fund was established in 2019 and currently manages a total asset scale of ¥1.455 billion, ranking 174th out of 210 in public fund management [2] - The fund's non-monetary public fund asset scale is ¥1.454 billion, ranking 151st out of 210 [2] - Dacheng Fund manages 17 public funds, ranking 142nd out of 210 [2] - The fund has 4 public fund managers, ranking 156th out of 210 [2] - The best-performing public fund product in the past year is Dacheng Strategy Pioneer Mixed A, with a latest unit net value of 0.77 and a growth of 15.16% over the past year [2]
【机构调研记录】工银瑞信基金调研德福科技、金科环境
Zheng Quan Zhi Xing· 2025-08-01 00:08
Group 1: Defu Technology - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual production capacity of 16,800 tons [1] - The projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000; however, it is expected to achieve a quarterly profit of €1.67 million in Q1 2025 [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company plans to invest ¥183 million in R&D in 2024, resulting in 17 new invention patents, focusing on high-frequency, high-speed, ultra-thin, and functional technology strategies [1] Group 2: Jinko Environment - Jinko Environment's new product, New Water Island, shows significant advantages in data service adaptability for RWA, with recognized data integrity and depth [2] - The company has partnered with Kunheng International to enhance asset market value through RW business based on the New Water Island product [2] - New Water Island has been implemented in projects in Taiyuan and Zhoushan, suitable for industrial, park, and urban seawater desalination scenarios, providing high-quality water supply [2] - Downstream clients include emerging industries such as PCB and photovoltaic, as well as traditional industries like chemical fiber and dyeing [2] - Future R&D plans will focus on five key areas: standardized mass production, efficiency upgrades, and breakthroughs in seawater desalination scenarios [2]
诺安基金管理有限公司关于旗下部分基金增加中国人寿为销售机构并开通定投、转换业务及参加基金费率优惠活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-31 23:14
一、适用基金及基金业务开通情况 ■ 投资者可通过中国人寿办理上述基金的申购、赎回、定期定额投资、转换等业务,进行相关信息查询并 享受相应的售后服务,具体的业务流程、办理时间及办理方式以中国人寿的规定为准。 二、基金费率优惠活动 投资者通过中国人寿办理上述基金的申购、定投申购业务,享有的申购费费率优惠以中国人寿的规定为 准。 根据诺安基金管理有限公司(以下简称"本公司")与中国人寿保险股份有限公司(以下简称"中国人 寿")签署的基金销售服务协议,自2025年8月1日起,本公司旗下部分基金增加中国人寿为销售机构, 现将相关事项公告如下: 投资者通过中国人寿办理上述基金与本公司旗下可参与转换基金间的转换业务,享有的申购费补差费率 优惠以中国人寿的规定为准。 投资者可通过以下途径咨询有关情况: 1、中国人寿保险股份有限公司 客服电话:95519 基金费率标准详见最新的招募说明书、基金产品资料概要等法律文件,以及本公司发布的最新业务公 告。 重要提示: 1、上述基金在中国人寿的申购、定投申购起点金额不得低于1元(含申购费),具体以中国人寿规定为 准。 2、诺安均衡优选一年持有期混合型证券投资基金对投资者持有的每份基金份 ...
兴证证券资产管理有限公司关于兴证资管金麒麟领先优势一年持有期混合型证券投资基金变更基金经理的公告
Shang Hai Zheng Quan Bao· 2025-07-31 19:11
Group 1 - The announcement date is August 1, 2025 [1] - The company has completed relevant procedures with the Asset Management Association of China regarding the departure of the fund manager [1] - The company will file the necessary documentation in accordance with regulations [1]
博时创业板综合交易型开放式指数证券投资基金基金份额发售公告
Shang Hai Zheng Quan Bao· 2025-07-31 17:53
登录新浪财经APP 搜索【信披】查看更多考评等级 重要提示 1、博时创业板综合交易型开放式指数证券投资基金(以下简称"本基金"或"博时创业板综合ETF")的 募集已根据中国证监会2025年7月25日《关于准予博时创业板综合交易型开放式指数证券投资基金注册 的批复》(证监许可[2025]1583号)注册。中国证券监督管理委员会(以下简称"中国证监会")对本基 金的募集准予注册并不代表中国证监会对本基金的风险和收益作出实质性判断、推荐或保证。 2、本基金是股票型交易型开放式证券投资基金。 3、本基金的基金管理人为博时基金管理有限公司(以下简称"本公司"),基金托管人为中国工商银行 股份有限公司(以下简称"工商银行"),本基金的登记机构为中国证券登记结算有限责任公司。 4、本基金募集对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格境 外投资者以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 5、投资人可选择网上现金认购、网下现金认购两种方式(本基金暂不开通网下股票认购)。网上现金 认购是指投资人通过基金管理人指定的发售代理机构利用深圳证券交易所网上系统以现金进行认购。网 下现金认 ...
招商创业板综合增强策略交易型开放式指数证券投资基金基金份额发售公告
Shang Hai Zheng Quan Bao· 2025-07-31 17:47
登录新浪财经APP 搜索【信披】查看更多考评等级 基金管理人:招商基金管理有限公司 基金托管人:兴业银行股份有限公司 登记机构:中国证券登记结算有限责任公司 二○二五年八月 重要提示 1、招商创业板综合增强策略交易型开放式指数证券投资基金(以下简称"招商创业板综合增强策略 ETF"、"本基金")的募集已获中国证监会证监许可〔2025〕1577号文准予注册。 2、本基金的基金类别是股票型证券投资基金,基金运作方式是交易型开放式。 3、本基金的管理人为招商基金管理有限公司(以下简称"本公司"),托管人为兴业银行股份有限公 司,本基金的登记机构为中国证券登记结算有限责任公司。 4、本基金募集对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格境 外投资者以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 5、本基金自2025年8月4日至2025年8月15日进行发售。投资者可选择网上现金认购、网下现金认购2种 方式(本基金暂不开通网下股票认购)。如深圳证券交易所对网上现金认购时间作出调整,本公司将作 出相应调整并及时公告。基金管理人可根据认购的情况及市场情况适当调整发售时间,并及时公告。 ...
AI智能体概念集体走强,24位基金经理发生任职变动
Sou Hu Cai Jing· 2025-07-31 07:57
基金经理是一只基金产品最核心的成员,能决定一只基金的投资方向、投资策略以及投资风格,基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证,所以基金经理是投资者在选择基金产品时的重要依据;基金经理的变动很大 程度上会影响到基金产品未来的表现,是一个需要特别关注的信息。 根据巨灵统计的数据显示,近30天(7.1-7.31)共有442只基金产品的基金经理发生离职变动。其中今天(7.31)有18只基 金产品发布基金经理离职公告,从变动原因上来看,有7位基金经理是由于工作变动而从管理的18只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 姚璐伟 | 工银瑞信稳健丰盈30天滚动持有债券A | 020524 | 2025/7/31 | 2025/7/29 | 蜜脂 | 工作变动 | | | 工银瑞信稳健丰盈30天滚动持有债券C | 020525 | 2025/7/31 | 2025/7/29 | 离廊 | 工作变动 | | 徐猛 | 华夏中证动漫游 ...
基金老将再显锋芒拥抱变化业绩逼近巅峰
Zheng Quan Shi Bao· 2025-07-31 00:06
吴琦/制表 图虫创意/供图 证券时报记者 吴琦 近期,伴随权益市场回暖,一批历经市场周期洗礼的基金老将,正逐渐摆脱前期的业绩低迷,部分 基金老将再度展露锋芒,不仅净值曲线重拾升势,更以持续稳健的表现重新跻身"双十基金经理"(管理 同一基金满十年且年化收益超10%)之列。 基金老将业绩修复 今年主动权益基金业绩逐渐回暖。Wind数据显示,偏股混合型基金指数年内收益超过15%,超千 只主动权益基金年内业绩超过20%。 尽管不少主动权益基金仍处于修复前期回撤的过程中,但是短期业绩显著回升,正持续助推着基金 长期业绩的稳健增长。 当下,宏观经济处于向科技创新驱动、高质量发展、产业结构变迁的转型期,优质成长赛道投资机 会不断涌现,基金经理通过持续迭代投资策略和积极调仓,拥抱新时代的投资机会。越来越多具备持续 高增长潜力的优质成长股被基金经理认可并挖掘出来,股价持续上升。 例如,王鹏秉持独立思考、概率思维和逆向勇气,寻找股价低于公司长期价值的标的,其管理的国 投瑞银新丝路基金今年二季度末的十大重仓股中新调入了药明康德、阳光电源和洁美科技等,药明康 德、洁美科技和阳光电源近三个月涨幅分别高达67%、39.63%和23.74 ...