登录新浪财经APP 搜索【信披】查看更多考评等级 [重要提示] 1、平安恒生指数增强型证券投资基金（以下简称"本基金"）的发售已获中国证监会2025年8月4日证监 许可[2025]1683号文注册。中国证监会对本基金的注册并不代表中国证监会对本基金的投资价值和市场 前景作出实质性判断或保证，也不表明投资于本基金没有风险。 2、本基金类别为股票型证券投资基金。 3、本基金运作方式为契约型开放式。 4、本基金的基金管理人为平安基金管理有限公司（以下简称"基金管理人"），基金托管人为平安银行 股份有限公司，登记机构为基金管理人。 5、本基金的发售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。 6、本基金自2025年10月15日至2025年10月31日通过基金管理人指定的销售机构（包括直销和其他销售 机构）公开发售。基金管理人可根据募集情况适当缩短或延长本基金的募集期限并及时公告。本基金的 募集期限自基金份额发售之日起不超过3个月。 7、募集规模上限 本基金首次募集规模上限为10亿元人民币（不包括募集期利息，下同）。在募 ...

Group 1 - The announcement is regarding the convening of a fund holders' meeting for the Dongxing CSI Consumer 50 Index Securities Investment Fund, which will be held via communication methods [1][2] - The meeting aims to review the proposal for the continuous operation of the fund, as the fund has triggered conditions for potential termination due to its net asset value falling below 50 million yuan for 60 consecutive days [32][34] - The voting period for the fund holders will be from September 30, 2025, to October 31, 2025, with the counting date set for November 4, 2025 [3][21] Group 2 - Fund holders must register their rights by September 29, 2025, to participate in the voting process [3][26] - Voting can be conducted through paper ballots, which can be submitted in person or by mail, and must be received by the designated recipient by the deadline [4][7] - The proposal requires approval from more than half of the voting rights represented at the meeting to be valid [26][34] Group 3 - The fund management company, Dongxing Fund Management Co., Ltd., is responsible for organizing the meeting, with contact details provided for inquiries [29][30] - The fund custodian is Zhejiang Commercial Bank Co., Ltd., and a notarization agency will oversee the counting process [29] - The announcement includes provisions for proxy voting, allowing fund holders to authorize others to vote on their behalf [8][12]

Group 1 - The core observation is that the rise of new fund managers in the A-share market may indicate a potential trap rather than an opportunity, as the market often reveals opportunities only after they have been recognized by the majority [1] - In 2025, the top 10 new fund managers managing over 10 billion yuan are heavily invested in the technology sector, with Zhang Lu from Yongying Fund seeing a staggering 761% increase in management scale [1] - The article suggests that the market is influenced more by trading behavior than by external factors such as policy news or earnings, indicating that the real drivers are often hidden from retail investors [2] Group 2 - Institutional investment in bank stocks has been consistent since 2022, despite stagnant stock prices, leading to significant gains over four years, contradicting earlier skepticism about their value [5] - The disappearance of institutional investment activity in October 2023 suggests a potential exit from the market, raising concerns about future price rebounds and the reliability of past price anchors [8] - The emergence of 15 new billion-yuan fund managers highlights the ongoing issue of information asymmetry in the market, but the increasing availability of quantitative tools allows retail investors to track institutional behaviors [8]

Core Viewpoint - Federal Reserve Vice Chair Michelle Bowman warns of the risk of falling behind the economic curve as signs of weakness emerge in the U.S. labor market, urging decisive action to address declining employment vitality to avoid larger future policy adjustments [1][3]. Group 1: Labor Market and Policy Actions - Recent employment data indicates a weakening U.S. labor market, prompting Bowman to advocate for proactive measures from the Federal Open Market Committee [3]. - Multiple indicators, including revisions to non-farm payroll data, signal potential issues, suggesting that the Fed may need to adjust interest rates more rapidly and significantly if current trends persist [3]. - Bowman previously suggested three rate cuts of 25 basis points each, and the Fed recently cut rates by 25 basis points, with most policymakers expecting two more cuts this year [3][5]. Group 2: Diverging Opinions within the Fed - Bowman's stance aligns with another board member advocating for aggressive rate cuts to prevent economic damage, while others, like Chicago Fed President Goolsbee, prefer a cautious approach, emphasizing the need for more time to observe inflation trends [5]. - Bowman cautions against over-reliance on lagging data, arguing that strict adherence to data can lead to delayed policy adjustments that may necessitate more drastic corrections in the future [5]. Group 3: Inflation and Future Outlook - Concerns regarding the impact of tariffs on inflation have eased, allowing for more flexible interest rate adjustments [9]. - The discussions within the Fed regarding policy pace are intensifying as labor market signals shift, with Bowman's comments highlighting the need for a balance between data reliance and forward-looking judgments [9].

Group 1 - The announcement from Shanghai Everbright Securities Asset Management indicates that Li Gongmin has left his position as the fund manager of Everbright Sunshine Intelligent Manufacturing Mixed Fund [1][2] - Li Gongmin has a diverse background, having worked as a researcher at Huaxi Securities, China Merchants Securities, and various fund management companies before joining Shanghai Everbright Securities in 2022 [1] - The Everbright Sunshine Intelligent Manufacturing Mixed Fund A/B/C, established on June 30, 2020, has reported year-to-date returns of 18.96%, 18.95%, and 18.61%, while its cumulative returns since inception are -33.25%, -33.26%, and -34.67% respectively [1] Group 2 - The fund is managed by Shanghai Everbright Securities Asset Management Co., Ltd., and the change in fund manager is classified as a dismissal [2] - The fund's main code is 860018, and it operates under the regulations of the "Publicly Raised Securities Investment Fund Information Disclosure Management Measures" [2] - The other co-manager of the fund is Rao Yuchen, who will continue to manage the fund following Li Gongmin's departure [2]

去年香港政府针对统一基金豁免制度（Unified Funds Exemption Regime， "UFE"）及附带权益（Carry Interest）税务宽减提出了改革提案，并发布了咨询 文件，旨在优化现行的税收优惠制度并为基金业界提供更清晰的税务指引，降低税务不确定性，吸引更多境内外基金管理人及投资者落户香港。本文将详 细解读此次提案的主要内容及行业影响，帮助业界更好地理解和应对政策变化。 （一）优化基金豁免制度 该改革方案对UFE进行了进一步细化和优化，包括以下几个方面： | 优惠条件 | 目前要求 | 拟议的重改 | | --- | --- | --- | | 扩大基金定义 | 用于集体性质的投资产品 | 扩大范围以包括养老基金和慈善基金 | | 扩大合格投资 | 合资格交易是指《税务条例》附 | 扩大范围以包括: | | 的短調 | 表16C内特定的资产,大致包括: | . 香港境外的不动产; | | | . 证券: | . 碳金融衍生工具/碳排放配额及碳信用; | | | . 私人公司的股票、股票债券、 | . 保险相连的证券; | | | 贷款股票、债券或票据(需接 | . 非公司实体的权益(例 ...

Group 1 - Shandong Gold experienced a 5% decline in stock price, trading at 37.80 CNY per share, with a total transaction volume of 2.075 billion CNY and a turnover rate of 1.50%, resulting in a total market capitalization of 174.255 billion CNY [1] - The company, established on January 31, 2000, and listed on August 28, 2003, is primarily engaged in gold mining, smelting, and the production and sale of gold and silver products [1] - The revenue composition of Shandong Gold includes 50.14% from purchased gold, 29.96% from self-produced gold, 9.75% from trading, 7.65% from small gold bars, and 2.50% from other sources [1] Group 2 - Taiping Fund has one fund heavily invested in Shandong Gold, with Taiping Ruiqing Mixed A (014053) increasing its holdings by 20,000 shares to a total of 60,000 shares, representing 1.67% of the fund's net value [2] - The fund has incurred an estimated floating loss of approximately 119,400 CNY as of the latest report [2] - Taiping Ruiqing Mixed A was established on December 21, 2021, with a current size of 112 million CNY, yielding a year-to-date return of 3.09% and a one-year return of 6.18% [2]

Core Viewpoint - The stock of Plater Technology (铂力特) increased by 5.27% on September 25, reaching a price of 78.69 CNY per share, with a trading volume of 351 million CNY and a turnover rate of 1.67%, resulting in a total market capitalization of 21.586 billion CNY [1] Company Overview - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, is located in Xi'an, Shaanxi Province. The company specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1] - The revenue composition of Plater Technology includes: 63.33% from customized 3D printing products and technical services, 27.89% from 3D printing equipment, accessories, and technical services, and 8.78% from 3D printing raw materials [1] Fund Holdings - According to data, one fund under Wan Jia Fund holds a significant position in Plater Technology. The Wan Jia Interconnect China Advantage Quantitative Strategy Mixed A Fund (010296) held 128,900 shares in the second quarter, accounting for 2.69% of the fund's net value, ranking as the ninth largest holding [2] - The Wan Jia Interconnect China Advantage Quantitative Strategy Mixed A Fund was established on November 4, 2020, with a current scale of 260 million CNY. Year-to-date returns are 40.62%, ranking 1933 out of 8173 in its category, while the one-year return is 65.67%, ranking 1802 out of 8003. Since inception, the fund has experienced a loss of 5.9% [2] Fund Manager Information - The fund manager of Wan Jia Interconnect China Advantage Quantitative Strategy Mixed A Fund is Yin Hang, who has been in the position for 5 years and 68 days. The total asset size of the fund is 468 million CNY, with the best return during his tenure being 61.55% and the worst return being -9.82% [3]

Group 1 - The core point of the news is that Lingyun Industrial Co., Ltd. has seen a stock price increase of 5.18%, reaching 14.61 CNY per share, with a trading volume of 4.97 billion CNY and a market capitalization of 178.59 billion CNY as of September 25 [1] - Lingyun's main business involves the production and sales of automotive parts, which accounts for 91.23% of its revenue, while plastic pipeline systems contribute 5.27%, and other segments account for 3.56% [1] Group 2 - Among the top shareholders of Lingyun, a fund under Southern Fund has increased its holdings in Lingyun by 182.65 thousand shares, bringing its total to 791.49 thousand shares, which represents 0.66% of the circulating shares [2] - The Southern Military Reform Flexible Allocation Mixed A Fund (004224) has achieved a year-to-date return of 19.8% and a one-year return of 37.31%, ranking 4538 out of 8173 and 4153 out of 8003 in its category, respectively [2] Group 3 - The fund manager of Southern Military Reform Flexible Allocation Mixed A is Zou Chengyuan, who has been in the position for 4 years and 164 days, with the fund's total asset size at 56.14 billion CNY [3] - During Zou's tenure, the best fund return was 13.96%, while the worst return was -6.61% [3]

Group 1 - The core viewpoint of the news is the performance and financial metrics of Dafeng Industrial, which saw a stock price increase of 5.37% to 13.55 CNY per share, with a trading volume of 143 million CNY and a turnover rate of 2.55%, resulting in a total market capitalization of 5.725 billion CNY [1] - Dafeng Industrial, established on March 8, 2002, and listed on April 20, 2017, is located in Yuyao City, Zhejiang Province, and specializes in the sports and tourism industry infrastructure, including technology, content IP, and services [1] - The main business revenue composition of Dafeng Industrial includes: 71.42% from sports and tourism technology equipment, 13.85% from sports and tourism operation services, 7.64% from digital art technology, 6.66% from rail transit equipment, and 0.43% from other sources [1] Group 2 - From the perspective of major fund holdings, one fund under the Fortune Fund has a significant position in Dafeng Industrial, with the Fortune New Vitality Flexible Allocation Mixed A Fund (004604) holding 3.5013 million shares, accounting for 4.79% of the fund's net value, ranking as the eighth largest holding [2] - The Fortune New Vitality Flexible Allocation Mixed A Fund (004604) has a current scale of 379 million CNY and has achieved a year-to-date return of 43.26%, ranking 1673 out of 8173 in its category, with a one-year return of 65.29%, ranking 1823 out of 8003 [2] - The fund manager of Fortune New Vitality Flexible Allocation Mixed A Fund is Wu Dongdong, who has been in the position for 3 years and 211 days, with the fund's total asset size at 1.55 billion CNY, achieving a best return of 79.5% and a worst return of 34.01% during his tenure [3]