7月29日，中原高速连续5个交易日下跌，区间累计跌幅-6.76%。河南中原高速公路股份有限公司是经河南省人民政府批准,于2000年12月28日成立。 财报显示，南方基金旗下南方中证1000ETF为中原高速前十大股东，今年二季度减持。今年以来收益率14.82%，同类排名949(总3381)。 | 今年以来各阶段业绩及同类排名 | | --- | | 南方中证1000ETF | 简历显示，崔蕾女士:中国国籍,康奈尔大学金融工程硕士,金融风险管理师(FRM),特许金融分析师(CFA),具有基金从业资格。2015年2月加入南方基金,历任数 量化投资部助理研究员、研究员,指数投资部研究员;2019年7月12日至2021年4月23日,任南方小康ETF、南方小康ETF联接基金经理;2019年6月28日至2022年2 月18日,任大数据300基金经理;2020年3月26日至2023年3月27日,任南方粤港澳大湾区联接基金经理;2022年12月1日至2023年12月29日任南方上证科创板50成 份增强策略ETF基金的基金经理。2018年11月8日至2023年12月29日担任南方中证500量化增强股票型发起式证券投资基金基金经理 ...

7月29日，牧原股份股票收盘大跌2.19%，天眼查工商信息显示，牧原食品股份有限公司成立于2000年，位于南阳市，是一家以从事畜牧业为主的企业。企 业注册资本546276.8135万人民币，法定代表人为曹治年。 数据显示，华泰柏瑞基金旗下华泰柏瑞沪深300ETF为牧原股份前十大股东，今年二季度减持。今年以来收益率7.10%，同类排名2228(总3422)。 | 设强幅 | 李度涨幅 | 今年以来各阶段业绩及同类排名 年度涨幅 | | [] 下载天天基金手机版,随时查 | | | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 1.33% | 6.24% | 11.11% | 10.19% | 7.10% | | 同类平均6 | 1.97% | 7.24% | 13.26% | 14.16% | 11.94% | | 沪深300 | 0.80% | 5.87% | 9.99% | 8.77% | 5.52% | | 跟踪标的� | 0.80% | 5.87% | 9.99% | 8.77% | 5.52 ...

Group 1 - Ping An Fund announced the migration of its "Ping An Fund" APP services to its official website and WeChat service account, effective August 31 this year, leading to the suspension of the APP's operation and maintenance [3][6] - Ping An Fund Management Co., Ltd. was established in January 2011 with a registered capital of 1.3 billion RMB, focusing on fund raising, sales, asset management, and other businesses licensed by the China Securities Regulatory Commission [5][6] - The decision to shut down the APP is part of a broader trend among mid-sized public funds to reduce costs and improve efficiency, as the operational costs of direct sales APPs are deemed too high compared to their returns [7] Group 2 - The APP's user engagement has been low, primarily serving individual investors, while the company's asset management scale exceeds 100 billion RMB, mainly consisting of fixed-income products targeted at institutional clients [7] - The operational and maintenance costs of the APP are estimated to be between 2 to 3 million RMB annually, which is not justified by the funds generated through the APP [7]

Core Viewpoint - Ping An Fund announced the migration of its "Ping An Fund" APP services to its official website and WeChat service account, with the APP set to suspend operations on August 31 this year [1][3]. Company Overview - Ping An Fund Management Co., Ltd. was established in January 2011, with a registered capital of 1.3 billion RMB. The company is involved in fund raising, fund sales, asset management, and other businesses licensed by the China Securities Regulatory Commission [3][4]. - The company is a joint venture, with shares held by Ping An Trust Co., Ltd., Dahua Asset Management Co., Ltd., and Sanya Yingwan Tourism Co., Ltd. [3]. Industry Context - Ping An Fund is not the first mid-sized public fund to shut down its APP. In September 2019, Xinda Australia Fund was the first to announce the termination of its APP operations, followed by several other small public funds this year, including Guoshou Anbao, Caitong Fund, and others [4][5]. - The decision to shut down the APP is attributed to the high operational costs associated with direct sales APPs and the low engagement rates from individual investors, which do not justify the expenses [5]. Financial Implications - The operational and maintenance costs for an APP can range from 2 to 3 million RMB annually, while the funds generated through the APP are minimal, leading to a disproportionate investment-to-return ratio [5].

Core Viewpoint - The event organized by the Beijing Stock Exchange Investor Education Base and Dongcai Fund highlighted the growth potential and market value of innovative enterprises listed on the Beijing Stock Exchange, particularly focusing on the company Minshida, which is recognized as a national-level "little giant" enterprise in the high-performance aramid paper sector [2][5]. Group 1: Company Insights - Minshida is a leading player in the aramid paper industry, having broken international monopolies and achieved import substitution, currently holding the second-largest global market share [2]. - The company showcased its innovative capabilities during the on-site visit, emphasizing its operational status, technological breakthroughs, and future plans [2]. Group 2: Market and Economic Analysis - The seminar discussed macroeconomic trends and investment strategies, emphasizing the importance of the Beijing Stock Exchange in supporting innovative small and medium-sized enterprises as a core engine for China's economic transformation [2][3]. - The analysis of the "anti-involution" policy indicated a shift towards high-quality development, aiming to enhance overall profitability in the industry [3]. Group 3: Investment Strategies - The Dongcai Fund's quantitative investment director highlighted the investment value of the North Exchange 50 Index, discussing its valuation advantages, improved liquidity, and policy benefits, positioning index investment as an effective tool for ordinary investors to share in the growth of quality enterprises [3]. - The fixed income investment director proposed strategies to enhance the activity of the bond market on the North Exchange through innovative tools like bond ETFs [4]. Group 4: Industry Opportunities - The chief analyst for light industry at Dongcai Securities analyzed the specialty paper industry's characteristics, emphasizing the acceleration of import substitution and structural opportunities within niche markets, identifying potential "hidden champion" investment values [4]. - The interactive session allowed investors to engage with experts on macroeconomic trends and specific industry research, fostering a collaborative environment for knowledge sharing [4]. Group 5: Educational Initiatives - The event served as a practical example of building an educational ecosystem between the Beijing Stock Exchange and Dongcai Fund, facilitating communication between investors, listed companies, and professional institutions [5]. - Dongcai Fund aims to continue enhancing its educational ecosystem to help investors effectively seize opportunities in the North Exchange market and share in the dividends of China's economic innovation [5].

中国经济网北京7月29日讯 今日，招商基金公告，招商丰益混合增聘姚飞军，张磊离任。 | 基金名称 | 招商丰益灵活配置混合型证券投资基金 | | --- | --- | | 基金简称 | 招商丰益混合 | | 基金主代码 | 002514 | | 基金管理人名称 | 招商基金管理有限公司 | | 公告依据 | 《基金管理公司投资管理人员管理指导意 见》《公开募集证券投资基金信息披露管理办 | | | 法》《证券期货经营机构投资管理人员注册登 | | | 记规则》 | | 非令经理变更素型 | 增鹏非金经理,解聘非金经理 | | 新任基金经理姓名 | 姚飞车 | | 离任基金经理姓名 | 张磊 | （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 姚飞军2007年3月加入国泰基金管理有限公司，曾任交易员及交易主管；2012年8月加入长信基金管 理有限公司，曾任交易总监及投资决策委员会委 ...

Core Insights - Wall Street is gradually gaining control over Bitcoin pricing, shifting from offshore trading platforms and retail enthusiasm to a more structured approach within the U.S. financial system [2][3] - The launch of BlackRock's iShares Bitcoin Trust (IBIT) has significantly influenced the Bitcoin market, with its assets under management reaching $86 billion and driving a robust options market [3][4] Group 1: Market Dynamics - The IBIT has become a key engine for risk pricing in the crypto market, with its related options' open interest tripling this year to approximately $34 billion [3][4] - Daily trading volume for IBIT has averaged $4 billion, surpassing flagship funds in credit and emerging markets, only trailing behind the most liquid products in U.S. stocks, gold, and small-cap ETFs [3][4] Group 2: Institutional Involvement - The number of institutions holding IBIT has nearly doubled since the end of last year, indicating a rapid influx of traditional financial players into the market [4] - IBIT accounts for just over half of the total assets in U.S. Bitcoin ETFs but contributes the majority of trading activity, highlighting its central role in market risk management [4] Group 3: Structural Changes - The geographical focus of Bitcoin price discovery is shifting towards the U.S., with Bitcoin-to-U.S. dollar trading volume during U.S. market hours increasing from 41.4% in 2021 to 57.3% [6] - Nearly half of the current Bitcoin spot trading volume is conducted through 12 U.S. ETFs, reflecting a significant structural change in the market [6] Group 4: Challenges and Opportunities - The rapid growth of IBIT options is narrowing the gap with Deribit, a popular offshore derivatives trading platform, but the two markets remain largely disconnected [7] - Regulatory constraints, such as the current position limit of 25,000 contracts, are hindering the expansion of IBIT's options market, despite calls for an increase to enhance liquidity [8] Group 5: Future Outlook - If the SEC raises the position limit, IBIT's options trading volume could see significant growth, positioning it as a preferred entry point for Wall Street into the crypto world [8] - The integration of digital assets into the traditional financial system is expected to continue, with the notion that all assets will eventually be digitized [9]

1870年，以迈克尔•法拉第发明的发电机为基础，第二次工业革命生机勃勃地在欧美日等国家兴起，此次工业革命以电力的发现和广泛引用为标志，史称 电气化革命。 作为中欧基金多资产革新的"首倡者"之一，中欧基金多资产投决会主席、多资产及解决方案投资部投资总监黄华是一个低调的人，但他其实是一个大资管 经验丰富的投资将才。 在黄华眼中，中欧多资产革新就是被市场和行业一步步"倒逼"出来的： 如果说第一次工业革命前所未有地解放了人类生产力的话，那么第二次工业革命就是迄今为止对大众生活影响最大的革命。如今我们熟悉的电灯、电影、 电报、电话、汽车、轮船、飞机、内燃机等工具均是那个时代所创造出来的。 某种程度上，这也是任何一轮"革新"的宿命特征：打破瓶颈固然艰难无比，但如果不能驰而不息地求变求新，将已经开拓出来的变革之路拓宽拓深，就不 会有机会真正取得突破性的成果，并把这个成果播散到大众手里。 2023年，中欧基金的多资产及解决方案投资部（后简称"中欧多资产团队"）在业内率先打破内部团队藩篱和策略屏障，通过主动权益、量化、资产配置、 风控等人才的跨界融合，以及底层策略精细拆解和工业化投资流程的重构，重新定义了多资产、多策略的资管生 ...

Group 1 - The core point of the article is the appointment of Yao Feijun as the new fund manager for the Zhaoshang Fengyi Mixed Fund (002514), effective from July 29, 2025, replacing Zhang Lei [1] - As of July 28, 2025, the net value of Zhaoshang Fengyi Mixed Fund was 1.6223, reflecting a daily increase of 0.08% and a yearly increase of 3.19% [1] - Yao Feijun holds a master's degree in economics and has extensive experience in fund management, having worked with various fund management companies since 2007 [1] Group 2 - Yao Feijun's previous fund management experience includes managing several public funds with notable returns, such as a 58.40% return for Zhaoshang Zengrong Mixed Fund (LOF) since June 3, 2016 [1] - The article lists several funds managed by Yao Feijun, highlighting their performance and management duration, indicating his successful track record in the industry [1] - A significant achievement mentioned is the estimated return of 253.52% from the investment in Zhuoshengwei, showcasing Yao's capability in identifying high-performing stocks [1]

Group 1 - The core point of the news is the appointment of Lin Shu as the new fund manager for the China Merchants Rui'an 1-Year Holding Mixed Fund (011190), effective from July 29, 2025, while Yu Yafang will no longer serve in this role [1] - As of July 28, 2025, the net value of the China Merchants Rui'an 1-Year Holding Mixed Fund was 1.1329, reflecting a decrease of 0.16% from the previous day and an increase of 9.44% over the past year [1] - Lin Shu has a strong background, having worked as a senior macroeconomic researcher at China Merchants Securities and held various positions at Invesco Great Wall Fund Management before joining China Merchants Fund Management in December 2022 [1] Group 2 - The performance of the fund managed by Lin Shu, specifically the China Merchants Rui Ze 1-Year Holding Mixed A Fund, shows a significant estimated return of 76.03% since acquiring shares of Kaiying Network at an average price of 58.41 in Q3 2024, with the latest average price being 102.82 [3]