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博时基金管理有限公司关于 旗下部分上交所ETF变更扩位证券简称的公告
Xin Lang Cai Jing· 2026-02-02 01:11
Core Viewpoint - Bosera Fund Management Co., Ltd. has announced a change in the trading names of certain ETFs on the Shanghai Stock Exchange, effective February 4, 2026, without altering fund codes or names, and this change will not adversely affect the interests of fund shareholders [1][3]. Group 1 - The change in trading names for the ETFs will not involve any changes to the rights and obligations of the fund contracts [1][3]. - There is no need to hold a meeting of fund shareholders regarding this change [1][3]. - For inquiries, stakeholders can contact Bosera's customer service or visit the company's website for more information [1][3].
投资大咖说 | 从“长期持有”到“灵活交易”的迭代——访太平基金林开盛
Sou Hu Cai Jing· 2026-02-02 00:34
Core Viewpoint - The investment philosophy of Lin Kaisheng emphasizes understanding major trends and adapting strategies accordingly, moving from a long-term holding approach to a more flexible trading strategy that includes low-position layouts and timely profit-taking [5][6][10]. Investment Strategy Evolution - Lin Kaisheng's investment career is divided into two phases: the first phase (2017-2022) focused on long-term value investing, while the second phase (2023 onwards) emphasizes a flexible trading strategy that includes low-position layouts and high-low switching [6][7]. - The transition in strategy was prompted by the recognition that traditional predictive methods were becoming less effective, leading to a new mantra of "walking while watching" [6][9]. Research and Analysis Approach - Lin prefers concentrated communication at brokerage strategy meetings, one-on-one dialogues with listed companies, and participation in large industry-related exhibitions to gain a comprehensive understanding of the entire industry chain [4][8]. - The investment approach is based on historical accumulation and experience to derive deeper insights from publicly available information [4][8]. Risk Management Techniques - Key risk management strategies include diversifying into low-correlated industries, adhering to a "buy low" principle to reduce stock volatility, and maintaining strict profit-taking discipline when valuations are high [9][10]. Sector Focus and Future Outlook - Lin Kaisheng's 2026 strategy suggests gradually realizing profits in the AI sector while focusing on the chemical industry, which is expected to experience a "profit + valuation double hit" trend [10][11]. - The chemical sector is anticipated to benefit from a reduction in high-cost production capacity and steady growth in traditional and emerging demand [10][11]. Investment Philosophy - Lin aims to avoid being a single-sector fund manager, instead aspiring to create stable excess returns by navigating across various sectors such as technology and cyclical industries [11][12].
两大牛股今日复牌……盘前重要信息一览
证券时报· 2026-02-02 00:10
Key Points - The core viewpoint of the article highlights significant corporate announcements and market movements, including stock resumption and performance forecasts for various companies [2][5][8]. Group 1: Corporate Announcements - Fenglong Co., Ltd. announced that Yubiqi committed not to inject assets within 36 months, and the stock resumed trading after a suspension [2][9]. - Jiamei Packaging also completed its suspension review and resumed trading [2][10]. - Zhongji Xuchuang projected a net profit increase of 89.50% to 128.17% for 2025 [2][11]. - Xinyi Technology expects a net profit increase of 231% to 249% for 2025, with Q4 performance exceeding expectations [2][12]. - Hanwujing announced an expected net profit of 1.85 billion to 2.15 billion yuan for 2025, marking a turnaround from losses [2][13]. - Wentai Technology anticipates a net loss of 9 billion to 13.5 billion yuan for 2025 [2][14]. - Jerry Holdings signed a sales contract for gas turbine generator sets worth 1.265 billion yuan for a U.S. data center [2][16]. - The actual controller of Fushi Holdings, Chen Yongliang, has been detained [2][17]. Group 2: Automotive Industry Performance - BYD reported January sales of 210,051 new energy vehicles, a year-on-year decrease of 30.11% [2][18]. - Silverson announced January sales of 43,000 new energy vehicles, a year-on-year increase of 140.33% [2][19]. - Xiaomi Auto reported over 39,000 deliveries in January [2][20]. - NIO delivered 27,182 new vehicles in January, a year-on-year increase of 96.1% [2][21]. - XPeng delivered 20,011 new vehicles in January [2][22]. - Li Auto delivered 27,668 new vehicles in January [2][23]. - Leap Motor achieved total deliveries of 32,059 vehicles in January, a year-on-year increase of 27% [2][24].
This Bond ETF Matures in 2026 -- and Just Became a $21.5 Million Conviction Bet
Yahoo Finance· 2026-02-01 23:23
Core Viewpoint - BCS Wealth Management has increased its investment in the Invesco BulletShares 2026 Corporate Bond ETF by purchasing 534,928 shares, valued at approximately $10.47 million, reflecting a strategic move to enhance fixed income exposure in its portfolio [1][2]. Group 1: Transaction Details - The purchase of 534,928 shares occurred during the fourth quarter, raising BCS Wealth Management's stake in the ETF to 2.17% of reportable assets under management (AUM) as of December 31 [2][3]. - The fund's quarter-end position value increased by $10.48 million to $21.5 million, influenced by both the share addition and market price changes [2]. Group 2: ETF Overview - The Invesco BulletShares 2026 Corporate Bond ETF has an AUM of $4.3 billion and offers a yield of 4.15% [4]. - As of January 2, the ETF's share price was $19.55, with a one-year total return of 5% [4]. Group 3: Investment Strategy - The ETF targets investment-grade U.S. corporate bonds maturing in 2026, providing predictable income and principal return, appealing to investors seeking a defined investment outcome [6][8]. - It holds nearly 400 investment-grade bonds with an effective duration of just 0.39 years, limiting interest-rate risk while maintaining predictable income [10]. Group 4: Portfolio Composition - The ETF's portfolio is diversified, focusing on securities with maturities in 2026, and is structured to offer exposure to a defined-maturity bond portfolio [8]. - The bond allocation serves as ballast in a portfolio that is heavily weighted towards equities, providing defined cash flows and principal visibility [11].
富国基金管理有限公司关于 富国中证光伏产业交易型开放式 指数证券投资基金投资关联方证券的公告
Sou Hu Cai Jing· 2026-02-01 23:14
Core Viewpoint - The announcement details the operational aspects of the "Fuguo Xinghe Mixed Securities Investment Fund," including investment management, subscription, redemption, and conversion processes, effective from February 4, 2026 [3][4][19]. Group 1: Fund Management and Investment Strategy - The fund primarily adopts a full replication method for investment, constructing a stock portfolio based on the composition and benchmark weights of the underlying index, the China Securities Photovoltaic Industry Index [1]. - The fund management company emphasizes adherence to legal and regulatory requirements in daily investment management to minimize tracking errors and protect the rights of fund shareholders [2]. Group 2: Subscription and Redemption Processes - The minimum subscription amount for the fund is set at RMB 1, while the minimum for direct sales is RMB 50,000 for the first subscription and RMB 20,000 for subsequent subscriptions [5][6]. - Redemption requests must not be less than 0.01 fund shares, and if the remaining balance is below this threshold, a full redemption is required [10]. - The redemption fee decreases based on the holding period, with specific rates for different durations [11]. Group 3: Conversion and Regular Investment - Fund shareholders can process conversion requests through direct sales channels, with only the redemption fee applicable for the outgoing fund [12][15]. - Regular investment options are available through the company's online trading system, with a minimum investment of RMB 10 [16]. Group 4: Fund Sales and Disclosure - The fund is available through direct sales and various financial institutions, including banks and securities companies [18]. - The fund's net asset value will be disclosed no later than the day following each open day through specified channels [19].
兴业中证港股通互联网交易型开放式指数证券投资基金基金合同及招募 说明书提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-01 23:05
Fund Overview - The fund is named "Xingye Zhongzheng Hong Kong Stock Connect Internet Exchange-Traded Open-Ended Index Securities Investment Fund" with a code of 520790 and a subscription code of 520793 [23] - The fund is a stock-type open-ended index fund that aims to closely track its benchmark index while minimizing tracking deviation and tracking error [24] - The fund's initial subscription price is set at 1.00 RMB per share [23] Fund Management and Custody - The fund is managed by Xingye Fund Management Co., Ltd. and the custodian is Changjiang Securities Co., Ltd. [2][63] - The fund's registration for fundraising was approved by the China Securities Regulatory Commission (CSRC) on November 14, 2025 [1] Fund Subscription Details - The subscription period is from March 2, 2026, to March 13, 2026, with options for online cash subscription and offline cash subscription [2][26] - The maximum fundraising scale for the fund is set at 2 billion RMB, and the fundraising may end early if this limit is reached [5][40] - Investors can subscribe in multiples of 1,000 shares, with a maximum limit of 99,999,000 shares for online subscriptions [10][34] Subscription Process - Investors must have a Shanghai Stock Exchange A-share account or a securities investment fund account to subscribe [41] - The fund allows multiple subscriptions, and the total subscription amount is not capped unless specified by laws or regulations [39][40] - Subscription fees may apply, with a maximum commission of 0.30% for online subscriptions [4][33] Index Tracking - The fund aims to track the "China Securities Hong Kong Stock Connect Internet Index," which consists of 30 selected stocks related to internet services [12][13] - The index is calculated based on the adjusted market capitalization of the selected stocks, with specific weight factors to limit the influence of individual stocks [14][15] Regulatory Compliance - The fund's operations are subject to the regulations set forth by the CSRC, and the fund management must ensure compliance with all legal requirements [1][28] - The fund's contract will only take effect upon meeting specific fundraising conditions, including a minimum of 200 investors and a total subscription of at least 200 million RMB [61]
易方达基金管理有限公司旗下部分ETF增加粤开证券为一级交易商的公告
Xin Lang Cai Jing· 2026-02-01 19:22
经交易所确认,根据易方达基金管理有限公司(以下简称"本公司")与粤开证券股份有限公司(以下简 称"粤开证券")签署的协议,自2026年2月2日起,本公司增加粤开证券为旗下部分ETF的一级交易商 (申购赎回代办证券公司),具体的业务流程、办理时间和办理方式以粤开证券的规定为准。 现将有关事项公告如下: 一、适用基金 ■ 二、投资者可通过以下途径咨询有关详情 1.粤开证券 注册地址:广州市黄埔区科学大道60号开发区控股中心19、22、23层 办公地址:广州市黄埔区科学大道60号开发区控股中心19、22、23层 法定代表人:郭川舟 联系人:彭莲 联系电话:020-81007761 客户服务电话:95564 网址:www.ykzq.com 2.易方达基金管理有限公司 客户服务电话:400-881-8088 网址:www.efunds.com.cn 风险提示:基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不保证基金一定盈 利,也不保证最低收益。销售机构根据法规要求对投资者类别、风险承受能力和基金的风险等级进行划 分,并提出适当性匹配意见。投资者在投资基金前应认真阅读基金合同、招募说明书(更新)和基金产 ...
光大保德信量化核心证券投资基金恢复机构投资者大额申购、转换转入、定期定额投资的公告
Xin Lang Cai Jing· 2026-02-01 19:22
公告送出日期:2026年2月2日 2、其他需要提示的事项 自2026年2月3日起恢复本基金机构投资者的大额申购、转换转入、定期定额投资业务,取消本基金单个 机构投资者单日单个基金账户的累计申购、转换转入、定期定额投资金额的限制。如有疑问,请拨打本 公司客户服务电话4008-202-888或登陆本公司网站www.epf.com.cn获取相关信息。 本公告的解释权归本基金管理人。 特此公告。 2026年2月2日 MACD金叉信号形成,这些股涨势不错! 1、公告基本信息 ■ 风险提示: 本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产,但不保证基金一定盈利,也不保证最低 收益。敬请投资人注意投资风险。投资者投资基金前应认真阅读基金的基金合同、更新的招募说明书等 法律文件,并选择适合自身风险承受能力的投资品种进行投资。 光大保德信基金管理有限公司 ...
国泰基金管理有限公司关于旗下部分深交所ETF变更场内简称的公告
Xin Lang Cai Jing· 2026-02-01 19:22
Group 1 - The company, Guotai Fund Management Co., Ltd., has announced a change in the trading abbreviations for certain ETFs listed on the Shenzhen Stock Exchange, effective from February 2, 2026, while the fund codes and other names will remain unchanged [1][2] - This change is stated to have no substantial adverse impact on the interests of fund shareholders and does not involve any changes to the rights and obligations of the parties to the fund contracts, thus no shareholder meeting is required [1] - Investors are encouraged to visit the company's website or contact their customer service for further information regarding this change [1]
关于汇添富创业板交易型开放式指数证券投资基金新增流动性服务商的公告
Shang Hai Zheng Quan Bao· 2026-02-01 18:46
Group 1 - The company has announced the addition of new liquidity service providers for multiple exchange-traded funds (ETFs) to enhance market liquidity and stability, effective from February 2, 2026 [1][3][5][7] - The newly appointed liquidity service providers include Huatai Securities, CITIC Securities, and Guotai Junan Securities for the "创业板ETF汇添富" [1], and Everbright Securities for both the "电池ETF汇添富" and "软件ETF汇添富" [3][5], as well as for the "油气ETF汇添富" [7] - The "创业板ETF汇添富" will begin trading on the Shenzhen Stock Exchange on February 2, 2026, with an opening reference price of 1.002 yuan per share [9] Group 2 - The "汇添富中证A500指数量化增强型证券投资基金" will have its subscription period from February 2, 2026, to February 27, 2026, with fees according to the fund's prospectus [1] - The fund's investment in the underlying index components and alternative components will account for 98.20% of the net asset value as of January 30, 2026 [9]