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金风科技(02208.HK)终止公募REITs申报发行工作
Ge Long Hui· 2026-01-23 12:29
Core Viewpoint - The company has decided to terminate the public REITs project, which was previously under review by regulatory authorities [1] Group 1: Company Actions - The company announced the termination of the public REITs issuance application during the 10th meeting of the 9th Board of Directors held on January 16, 2026 [1] - The fund manager, Jianxin Fund Management Co., Ltd., and the asset support plan manager, Jianxin Capital Management Co., Ltd., have submitted an application to the China Securities Regulatory Commission and the Shenzhen Stock Exchange to terminate the review process [1] - As of the date of the announcement, the application process for the REITs project with the regulatory authorities has been officially terminated [1]
嘉实基金张敏:以胜率思维破局多策略投资,行稳致远穿越周期
Xin Lang Cai Jing· 2026-01-23 11:46
1月23日,嘉实基金举办"投资好时节"嘉实基金2026投资策略峰会。嘉实基金副总经理、养老投资首席 投资官张敏带来《胜率思维下的多策略投资》主题分享。面对全球百年变局加速演进、市场波动常态化 的新常态,她指出,如何为客户持续创造稳健收益,已成为资产管理行业的核心命题,嘉实的答案是 以"胜率思维"重构多资产配置逻辑。 专题:投资好时节 嘉实基金2026投资策略峰会 张敏首先从客户需求出发阐述了当前居民资产配置的深层变迁。借鉴海外经验,在长期低利率环境下, 各国普遍出现"存款搬家"现象——资金从低收益的银行存款,系统性流向权益、固收+、REITs等多元资 产类别。中国正步入这一历史性拐点:居民财富正从单一、低风险资产,向多元化、适度风险但追求稳 健回报的组合稳步迁移。 责任编辑:江钰涵 专题:投资好时节 嘉实基金2026投资策略峰会 1月23日,嘉实基金举办"投资好时节"嘉实基金2026投资策略峰会。嘉实基金副总经理、养老投资首席 投资官张敏带来《胜率思维下的多策略投资》主题分享。面对全球百年变局加速演进、市场波动常态化 的新常态,她指出,如何为客户持续创造稳健收益,已成为资产管理行业的核心命题,嘉实的答案是 以 ...
中国证券投资基金业协会:注销瑞丰达5家机构的私募基金管理人登记
Sou Hu Cai Jing· 2026-01-23 10:43
附件: 协会提醒投资者持续关注私募基金管理人的诚信合规情况,谨慎做出基金投资决策,通过基金合同约定 的纠纷解决机制和相关法律渠道维护自身合法权益。协会将继续秉持"扶优限劣"基本方针,不断完善私 募基金行业诚信信息记录机制,促进行业合规健康发展。 特此公告。 据中国证券投资基金业协会消息,2018年3月27日,中国证券投资基金业协会(以下简称协会)发布 《关于私募基金管理人在异常经营情形下提交专项法律意见书的公告》(中基协发〔2018〕2号,以下 简称《公告》)。《公告》规定,"私募基金管理人未能在书面通知发出后的3个月内提交符合规定的专 项法律意见书的,协会将按照《关于进一步规范私募基金管理人登记若干事项的公告》的有关规定予以 注销,注销后不得重新登记。" | 序号 | 管理人名称 | 登记编码 | | --- | --- | --- | | 1 | 浙江瑞丰达资产管理有限公司 | P1062869 | | 2 | 上海君冠私募基金管理有限公司 | P1013263 | | 3 | 上海蒸再投资管理有限公司 | P1062968 | | ਪੇ | 上海日赢股权投资基金有限公司 | P1015961 | | 5 ...
宁德时代参与投资的博裕新智新产基金完成备案
Xin Lang Cai Jing· 2026-01-23 10:41
Core Viewpoint - CATL has announced its participation in an investment fund, marking a significant step in its investment strategy and compliance with regulatory requirements [1] Group 1: Fund Details - The investment fund "Boyu New Intelligence New Industry (Ningbo) Equity Investment Partnership (Limited Partnership)" has completed its private fund registration with the Asset Management Association of China on January 23, 2026 [1] - The fund's registration code is SBLV67, managed by Boyu Taoran (Shanghai) Equity Investment Management Co., Ltd., and custodied by Shanghai Pudong Development Bank Co., Ltd. [1] Group 2: Investment Commitment - CATL, as a limited partner, has committed to invest RMB 500 million, which represents 12.497% of the fund's total subscribed capital of RMB 4.001 billion after the first closing [1] - The completion of the fund's registration indicates that it is officially established and can begin compliant operations [1] Group 3: Future Disclosure - CATL will continue to disclose subsequent developments of the fund in accordance with relevant regulatory requirements [1]
浦银经济带崛起混合A:2025年第四季度利润5.58万元 净值增长率0.21%
Sou Hu Cai Jing· 2026-01-23 10:32
通过所选区间该基金净值增长率分位图,可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中的分位数。 AI基金浦银经济带崛起混合A(519175)披露2025年四季报,第四季度基金利润5.58万元,加权平均基金份额本期利润0.0022元。报告期内,基金净值增长 率为0.21%,截至四季度末,基金规模为2905.37万元。 该基金属于灵活配置型基金。截至1月22日,单位净值为1.187元。基金经理是赵楠,目前管理的2只基金近一年均为正收益。其中,截至1月22日,浦银安盛 安弘回报一年持有混合A近一年复权单位净值增长率最高,达7.8%;浦银经济带崛起混合A最低,为5.81%。 基金管理人在四季报中表示,报告期内,我们积极调整组合结构以应对市场变化,仍然坚守"以稳为主、适度弹性"的投资思路,通过积极研究产业趋势,配 置的有色、通信等板块取得较好收益,而对传媒、食品饮料等配置对组合造成一定拖累。对于债券投资,我们坚持投资高评级债券以规避信用风险可能带来 的波动,债券部分整体久期中性,部分转债配置取得了不错的效果。 截至1月22日,浦银经济带崛起混合A近三个月复权单位净值增长率为2.3 ...
HIT电池板块大涨,1月23日有36位基金经理发生任职变动
Sou Hu Cai Jing· 2026-01-23 08:23
Market Performance - On January 23, the A-share market indices collectively rose, with the Shanghai Composite Index increasing by 0.33% to 4136.16 points, the Shenzhen Component Index rising by 0.79% to 14439.66 points, and the ChiNext Index up by 0.63% to 3349.5 points [1]. Sector Performance - The sectors that performed well included HIT batteries, space-based internet, and space station concepts, while sectors such as computing power, CPO concepts, and natural gas experienced declines [1]. - HIT batteries saw a net inflow of 9.39%, while the computing power sector faced a net outflow of 214.3 billion, reflecting a decrease of 2.32% [2]. Fund Manager Changes - On January 23, there were 36 fund manager changes across various funds, with 22 funds announcing departures of fund managers, involving 8 individuals [3]. - In the past 30 days, a total of 569 fund managers have left their positions, with 6 leaving due to job changes and 2 for personal reasons [3]. New Fund Managers - On January 23, 55 funds announced new fund manager appointments, involving 28 new managers. Notably, Sun Di from GF Fund has a total fund asset scale of 72.47 billion and has achieved a return of 224.66% on the GF High-end Manufacturing Stock A fund over 2 years and 131 days [5]. Fund Research Activity - In the past month (December 24 to January 23), Huaxia Fund conducted the most company research, engaging with 53 listed companies, followed by Bosera Fund with 49 and Southern Fund with 42 [7]. - The chemical products industry was the most researched sector, with 193 instances, followed by the automotive parts industry with 173 [7]. Individual Stock Research - The most researched stock in the past month was Dajin Heavy Industry, with 67 fund management companies participating in the research. This company specializes in offshore wind power equipment [9]. - In the last week (January 16 to January 23), Dajin Heavy Industry remained the top company researched, followed by NaiPu Mining Machinery and Runfeng Co., Ltd. [9].
万家宏观择时多策略A:2025年第四季度利润863.39万元 净值增长率0.2%
Sou Hu Cai Jing· 2026-01-23 08:17
该基金属于灵活配置型基金。截至1月21日,单位净值为2.398元。基金经理是黄海,目前管理的3只基金近一年均为正收益。其中,截至1月21日,万家新利 近一年复权单位净值增长率最高,达15.69%;万家宏观择时多策略A最低,为9.56%。 基金管理人在四季报中表示,展望 2026 年一季度,从资金角度,一季度险资有望实现"开门红"、居民定期存款集中到期、外资年初季节性配置规律,整体 来看,我们预计一季度市场增量资金相对充裕,主要宽基指数有望呈现偏强震荡的格局,结构性机会较多。 投资策略上,中期看,我们认为当前以中美博弈为核心的全球宏观和地缘政治已经陷入高波动的状态,为应对不确定性,各国前期大概率进一步加大财政和 货币扩张力度,而弱化债务和通胀风险,但这又进一步导致未来更大的宏观动荡风险。因此,投资策略上我们"以不变应万变",我们认为高现金流、高股息 的红利资产,依然是从绝对收益角度,能够抵御内外高宏观波动的稀缺优质资产。从投资方向上,我们维持此前的判断,我国经济的主要矛盾已经从房地产 周期转向制造业的产能周期,未来"扩内需"需配合"反内卷"协同发力。考虑当前国内宏观经济投资端的疲弱已传导至消费,因此,我们判断基 ...
锦江在线股价涨5.03%,申万菱信基金旗下1只基金位居十大流通股东,持有170.02万股浮盈赚取137.72万元
Xin Lang Cai Jing· 2026-01-23 06:47
Group 1 - The core viewpoint of the news is that Jinjiang Online's stock has seen a significant increase of 5.03%, reaching a price of 16.92 yuan per share, with a trading volume of 319 million yuan and a turnover rate of 4.93%, resulting in a total market capitalization of 9.333 billion yuan [1] - Jinjiang Online, established on February 24, 1993, and listed on June 7, 1993, operates primarily in vehicle operation (56.90% of revenue), automobile sales (24.85%), and low-temperature logistics (17.77%), with other sales contributing 4.07% and undistributed projects at 0.57% [1] Group 2 - From the perspective of major circulating shareholders, the fund under Shenwan Hongyuan, specifically Shenwan Hongyuan Intelligent Automotive A (012210), reduced its holdings by 429,700 shares in the third quarter, now holding 1.7002 million shares, which is 0.31% of circulating shares, with an estimated floating profit of approximately 1.3772 million yuan [2] - The fund manager of Shenwan Hongyuan Intelligent Automotive A is Li Hang, who has been in the position for 1 year and 231 days, managing a total asset size of 192 million yuan, with the best fund return during his tenure at 32.02% and the worst at 31.18% [3] Group 3 - In terms of the fund's top holdings, Shenwan Hongyuan Intelligent Automotive A has reduced its holdings in Jinjiang Online by 816,100 shares in the fourth quarter, now holding 884,100 shares, which constitutes 7.01% of the fund's net value, ranking as the fourth-largest holding, with an estimated floating profit of about 716,100 yuan [4]
九联科技股价涨5.02%,大成基金旗下1只基金重仓,持有10.5万股浮盈赚取5.15万元
Xin Lang Cai Jing· 2026-01-23 03:55
Group 1 - The core point of the news is that Jiulian Technology's stock price increased by 5.02% to 10.26 CNY per share, with a trading volume of 1.67 billion CNY and a turnover rate of 3.33%, resulting in a total market capitalization of 5.13 billion CNY [1] - Jiulian Technology, established on November 7, 2001, and listed on March 23, 2021, specializes in the research, production, sales, and service of home multimedia information terminals, smart home network communication devices, IoT communication modules, industry application solutions, and smart city solutions [1] - The revenue composition of Jiulian Technology includes smart terminals at 68.09%, communication modules and industry application solutions at 24.01%, operation services at 5.86%, and others at 2.03% [1] Group 2 - Dachen Fund has a significant holding in Jiulian Technology through its Dachen Dynamic Quantitative Allocation Strategy Mixed A Fund (003147), which held 105,000 shares, accounting for 1.11% of the fund's net value, making it the seventh-largest holding [2] - The Dachen Dynamic Quantitative Allocation Strategy Mixed A Fund has a total scale of 42.3969 million CNY and has achieved a year-to-date return of 10.17%, ranking 1522 out of 8847 in its category, with a one-year return of 72.36%, ranking 625 out of 8099 [2]
佳讯飞鸿股价涨5.17%,华夏基金旗下1只基金位居十大流通股东,持有516.12万股浮盈赚取258.06万元
Xin Lang Cai Jing· 2026-01-23 03:53
Group 1 - The core viewpoint of the news is that Jiexun Feihong's stock price increased by 5.17% to 10.17 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 3.28%, resulting in a total market capitalization of 6.045 billion CNY [1] - Jiexun Feihong, established on January 26, 1995, and listed on May 5, 2011, is located in Haidian District, Beijing, and specializes in technological innovation in the communication information field, providing integrated command and dispatch systems and comprehensive solutions [1] - The company's main business revenue composition includes: command and dispatch services at 58.32%, intelligent applications at 22.04%, and industry IoT applications at 19.64% [1] Group 2 - Among Jiexun Feihong's top ten circulating shareholders, Huaxia Fund has a fund that entered the top ten, holding 5.1612 million shares, which accounts for 0.93% of the circulating shares, with an estimated floating profit of approximately 2.5806 million CNY [2] - Huaxia Wensheng Mixed Fund (005450), established on January 17, 2018, has a latest scale of 935 million CNY, with a year-to-date return of 17.96%, ranking 239 out of 8847 in its category, and a one-year return of 28.08%, ranking 4493 out of 8099 [2] Group 3 - The fund manager of Huaxia Wensheng Mixed Fund (005450) is Luo Haoliang, who has a cumulative tenure of 7 years and 107 days, with the fund's total asset scale at 935 million CNY [3] - During his tenure, the best fund return was 41.66%, while the worst return was -21.48% [3]