基金管理
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穿越牛熊的投资实力,是怎样炼成的?
Zhong Guo Ji Jin Bao· 2025-11-14 13:16
Core Viewpoint - The active equity fund industry is facing challenges due to the rise of passive investment tools, making it crucial to continuously generate alpha in a complex macro and market environment [1][2] Group 1: Performance and Rankings - As of September 30, 2025, ICBC Credit Suisse Fund ranks 3rd in absolute returns among 13 large equity fund companies over the past 7, 5, and 3 years [1][10] - The excess return rankings for the same periods are 2nd for 7 years, 3rd for 5 years, and 2nd for 3 years [1][10] Group 2: Investment Team and Research Model - The success of active investment performance is attributed to ICBC Credit Suisse Fund's integrated research and investment model, which fosters collaboration and growth within the team [2] - The "platform-type" mechanism facilitates the transfer of knowledge between seasoned and new investors, enhancing the team's overall effectiveness [2][6] Group 3: Insights from Fund Managers - Fund managers emphasize the importance of continuous learning, teamwork, and specialization in their respective fields to achieve stable excess returns [3][4][5] - The team operates cohesively, akin to a caravan, ensuring collective progress and stability in uncertain markets [6] Group 4: Future of Active Equity Products - Active equity products are expected to thrive as they play a vital role in supporting innovation and resource allocation in capital markets [7] - The long-term development prospects for active equity investment are promising, given the low allocation of household financial assets to equities in China [8] Group 5: Understanding Active Investment - Investors should select fund managers and platforms that align with their investment styles for better outcomes [9] - A focus on deep specialization in specific sectors is crucial for achieving sustained success in active investment [9]
丁孙楠离任德邦基金旗下3只定开债
Zhong Guo Jing Ji Wang· 2025-11-14 07:49
德邦德瑞一年定开债成立于2019年12月13日,截至2025年11月13日,其今年来收益率为0.73%,成立来 收益率为22.12%,累计净值为1.2049元。 | 基金名称 | 德邦锐恒 39个月定期开放债券型证券投资基金 | | --- | --- | | 基金简称 | 德邦锐恒 39个月定开债 | | 基金主代码 | 008717 | | 基金管理人名称 | 德邦基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司投资 | | | 管理人员管理指导意见》等。 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基 | 欧阳帆 | | 金经理姓名 | | | 离任基金经理姓名 | 丁 孙楠 | | 基金名称 | 德邦锐泽 86个月定期开放债券型证券投资基金 | | --- | --- | | 基金简称 | 德邦锐泽 86个月定期开放债券 | | 基金主代码 | 009780 | | 基金管理人名称 | 德邦基金管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司投资 | | | 管理人员管理指导意见》等 ...
蓝丰生化股价涨5.41%,汇泉基金旗下1只基金重仓,持有7400股浮盈赚取3700元
Xin Lang Cai Jing· 2025-11-14 05:50
Group 1 - The core point of the news is that Jiangsu Lanfeng Bio-chemical Co., Ltd. has seen a stock price increase of 5.41%, reaching 9.74 CNY per share, with a trading volume of 423 million CNY and a turnover rate of 17.31%, resulting in a total market capitalization of 3.463 billion CNY [1] - The company, established on October 11, 1990, and listed on December 3, 2010, specializes in the production and sales of various agrochemical products, including fungicides, insecticides, herbicides, and fine chemical intermediates, as well as pharmaceutical manufacturing [1] - The revenue composition of the company's main business includes: battery cells 43.84%, modules 31.70%, pesticide raw materials and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Group 2 - From the perspective of fund holdings, Lanfeng Bio-chemical is a significant investment for the Huiquan Qiyuan Future Mixed Fund A (014827), which held 7,400 shares, accounting for 0.54% of the fund's net value, ranking as the eighth largest holding [2] - The Huiquan Qiyuan Future Mixed Fund A, established on September 5, 2023, has a latest scale of 12.9989 million CNY, with a year-to-date return of 45.33%, ranking 1469 out of 8140 in its category, and a one-year return of 41.9%, ranking 1049 out of 8056 [2] - The fund manager, Shen Xin, has been in position for 1 year and 241 days, with the fund's total asset size at 976 million CNY, achieving a best return of 51.13% and a worst return of 0.31% during the tenure [3]
Comparing Mutual Funds: How SBI Mutual Funds Perform Against Competitors?
The European Business Review· 2025-11-14 03:47
Choosing the right mutual fund can feel overwhelming when dozens of options claim to offer strong performance, steady returns, or stable long-term growth. This is where a clear framework to compare mutual funds becomes essential. Investors need objective criteria, not opinions, to judge whether a fund suits their goals, risk appetite, and time horizon.Among the large fund houses in India, the State Bank of India Mutual Fund range often gets attention due to its diverse categories and long market presence. T ...
磁谷科技股价涨5.28%,华夏基金旗下1只基金重仓,持有72.9万股浮盈赚取182.24万元
Xin Lang Cai Jing· 2025-11-14 03:42
Group 1 - The core viewpoint of the news is that Maglev Technology has seen a significant stock price increase, with a 5.28% rise on November 14, reaching 49.85 yuan per share, and a cumulative increase of 26.6% over three days [1] - The company, Nanjing Maglev Technology Co., Ltd., specializes in the research, production, and sales of magnetic suspension fluid machinery, magnetic suspension bearings, high-speed motors, and high-speed drives, with 84.85% of its revenue coming from magnetic suspension air products [1] - The total market capitalization of Maglev Technology is reported to be 35.72 billion yuan, with a trading volume of 2.79 billion yuan and a turnover rate of 12.03% [1] Group 2 - Huaxia Fund's Huaxia Leading Stock Fund (001042) has entered the top ten circulating shareholders of Maglev Technology, holding 729,000 shares, which is 1.52% of the circulating shares [2] - The fund has generated a floating profit of approximately 182.24 million yuan today and a total of 725.33 million yuan during the three-day price increase [2][4] - The fund manager, Wang Xiaoli, has a tenure of over 10 years, with the fund's best return during his management being 82.9% and the worst being -39.85% [3]
永太科技股价跌5.61%,南方基金旗下1只基金位居十大流通股东,持有592.14万股浮亏损失994.8万元
Xin Lang Cai Jing· 2025-11-14 02:45
南方中证1000ETF(512100)基金经理为崔蕾。 从永太科技十大流通股东角度 数据显示,南方基金旗下1只基金位居永太科技十大流通股东。南方中证1000ETF(512100)三季度减 持5.97万股,持有股数592.14万股,占流通股的比例为0.73%。根据测算,今日浮亏损失约994.8万元。 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模766.3亿。今年以来收益28.92%,同类 排名1977/4216;近一年收益18.72%,同类排名2222/3955;成立以来收益14.09%。 11月14日,永太科技跌5.61%,截至发稿,报28.27元/股,成交26.77亿元,换手率11.48%,总市值 261.53亿元。 资料显示,浙江永太科技股份有限公司位于浙江省化学原料药基地临海园区东海第五大道一号,成立日 期1999年10月11日,上市日期2009年12月22日,公司主营业务涉及氟精细化学品的研发、生产和销售, 特色化学原料药、化学制剂和中成药研发、生产与销售。主营业务收入构成为:锂电及其他材料类 33.38%,贸易30.87%,植保类19.50%,医药类16.04%,其他 ...
百邦科技股价涨5.21%,华泰柏瑞基金旗下1只基金重仓,持有10.18万股浮盈赚取9.87万元
Xin Lang Cai Jing· 2025-11-14 02:38
Core Points - Baibang Technology's stock price increased by 5.21% on November 14, reaching 19.59 CNY per share, with a trading volume of 1.27 billion CNY and a turnover rate of 5.28%, resulting in a total market capitalization of 2.506 billion CNY [1] - The stock has risen for eight consecutive days, with a cumulative increase of 34.05% during this period [1] Company Overview - Beijing Baibang Technology Co., Ltd. was established on November 26, 2007, and went public on January 9, 2018 [1] - The company's main business involves mobile phone after-sales services, with revenue composition as follows: alliance business 86.44%, mobile phone repair 12.49%, and product sales and value-added services 1.07% [1] Fund Holdings - Huatai-PB Fund has a significant holding in Baibang Technology, with its Huatai-PB Quantitative Alpha A fund (005055) holding 101,800 shares, accounting for 0.5% of the fund's net value, making it the sixth-largest holding [2] - The fund has realized a floating profit of approximately 98,700 CNY today and 481,500 CNY during the eight-day rising period [2] Fund Performance - Huatai-PB Quantitative Alpha A fund was established on September 26, 2017, with a current scale of 203 million CNY [2] - Year-to-date return is 31.49%, ranking 2910 out of 8140 in its category; the one-year return is 28.33%, ranking 2449 out of 8056; and since inception, the return is 83.27% [2] - The fund managers are Sheng Hao and Kong Lingye, with Sheng Hao having a tenure of 10 years and 36 days, and Kong Lingye with a tenure of 3 years and 103 days [2]
海南矿业股价涨5.66%,南方基金旗下1只基金位居十大流通股东,持有548.9万股浮盈赚取367.76万元
Xin Lang Cai Jing· 2025-11-14 02:24
Group 1 - Hainan Mining's stock increased by 5.66%, reaching 12.51 CNY per share, with a trading volume of 515 million CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 24.998 billion CNY [1] - Hainan Mining Co., Ltd. was established on August 22, 2007, and listed on December 9, 2014. The company is primarily engaged in iron ore mining, processing, and sales, as well as oil and gas exploration, development, and sales, along with bulk commodity trading and processing [1] - The revenue composition of Hainan Mining includes 40.82% from oil and gas, 28.72% from minerals, with iron ore mining accounting for 20.96%, bulk commodity processing and trading for 7.76%, and other sources for 1.74% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Hainan Mining, having reduced its holdings by 156,400 shares in the third quarter, now holding 5.489 million shares, which is 0.28% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 28.92%, ranking 1977 out of 4216 in its category, while the one-year return is 18.72%, ranking 2222 out of 3955 [2]
鸿铭股份股价涨5.01%,中信保诚基金旗下1只基金位居十大流通股东,持有16.64万股浮盈赚取37.44万元
Xin Lang Cai Jing· 2025-11-14 02:00
Group 1 - The core viewpoint of the news is that Hongming Co., Ltd. has seen a stock price increase of 5.01%, reaching 47.14 CNY per share, with a total market capitalization of 2.357 billion CNY [1] - Hongming Co., Ltd. specializes in the research, manufacturing, and sales of packaging equipment, with its main business revenue composition being: 65.62% from automated packaging equipment, 18.87% from supporting packaging equipment, 6.64% from spare parts, 6.39% from other equipment, and 2.48% from leasing and other services [1] Group 2 - CITIC Prudential Fund's multi-strategy mixed fund (LOF) A has entered the top ten circulating shareholders of Hongming Co., Ltd., holding 166,400 shares, which accounts for 1.01% of the circulating shares [2] - The fund has achieved a year-to-date return of 48.93%, ranking 1166 out of 8140 in its category, and a one-year return of 46.65%, ranking 762 out of 8056 [2] Group 3 - The fund manager of CITIC Prudential Fund's multi-strategy mixed fund (LOF) A is Wang Ying, who has been in the position for 8 years and 274 days, with the fund's total asset size being 4.904 billion CNY [3] - During Wang Ying's tenure, the best fund return was 53.77%, while the worst was -8.42% [3]
华宝纳斯达克精选股票型 发起式证券投资基金(QDII)调整大额申购(含定投)金额上限的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-13 23:18
Announcement Details - The Hua Bao Nasdaq Select Stock Fund (QDII) will adjust the daily single account subscription limit to 50 yuan starting from November 17, 2025, for sales agents, while the limit remains at 100,000 yuan for direct sales [1] - If a single account's subscription exceeds the limit, the fund manager will confirm the subscription up to the limit, and any excess will be deemed unsuccessful [1] - During the suspension of large subscriptions, other fund operations will continue normally, and a future announcement will be made regarding the resumption of large subscriptions [1] New Sales Agents - Hua Bao Fund Management Company has added China Postal Savings Bank as a sales agent for certain funds effective November 14, 2025, following a sales agency agreement [4] - Investors can conduct account opening, subscription, and redemption through the "You Ni Tong Ying" platform of Postal Savings Bank [5] Additional Sales Agent - Hua Bao Fund Management Company has also added Great Wall Securities as a sales agent for certain funds effective November 14, 2025, following a sales agency agreement [8] - Investors can perform account opening, subscription, and redemption through Great Wall Securities [9]