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最高近190%!前三季度37只基金收益翻倍!AI主题表现领跑
Sou Hu Cai Jing· 2025-09-30 12:53
本文共1900 字 阅读完约7分钟 金融投资报记者 刘庆华 三季度行情即将收官。在经历了一季度的震荡上行,一季度末和二季度初的调整之后,A股市场和港股 市场自4月中旬以来持续走高,并在三季度迭创阶段新高,投向股票资产的基金也获得了不错的收益。 Wind数据显示,今年以来截至9月26日,在权益类基金和QDII基金中,合计共有37只基金收益率翻倍。 主动管理的A股权益类基金中,重仓AI的基金收益率领先,单只基金收益率最高接近190%。被动指数 型基金中,跟踪创新药、通信、人工智能等方向的基金收益率居前。 01 主动权益基金:31只基金收益翻倍 投向A股的主动权益类基金今年以来表现不俗,超额回报出色。截至9月26日,算术平均收益率为 30.32%(剔除年内成立的基金),超过98%的主动权益类基金取得正收益,收益率超50%的基金达到 684只,占比超15%。其中,收益率超过100%的基金有31只,单只基金最高收益率接近190%。 永赢科技智选A以189.58%的收益率领跑。二季度以来该基金净值涨幅明显,近半年的收益率超过了 164%。从基金季报可以看到,二季度末该基金有明显的调仓动作,前十大重仓股全部更换,将持仓重 ...
多家中小公募,业绩突出!
Zhong Guo Ji Jin Bao· 2025-09-29 06:31
其中,133只"翻倍基"来自中小型公募(以二季度末资产管理规模排名30名之后为界定标准),占比达 54.3%。近一年收益率排名前15位的基金中,中小公募产品占8席:中信建投(601066)北交所精选两 年定开A以240.22%的区间单位净值增长率位居榜首;德邦鑫星价值A以221.47%的涨幅位列第四;信澳 业绩驱动A、中航机遇领航A近一年单位净值增长率分别为198.45%、197.94%;华富科技动能A、汇安 成长优选A、红土创新新兴产业、长盛城镇化主题A等4只产品的区间涨幅均超过160%。 | 证券简称 | 中原地 | 基金规模 | 基金管理人 | | --- | --- | --- | --- | | | 增长率(%) | 合计(亿元) | | | 中信建投北交所精选两年定开A | 240.22 | 2.86 | 中信建投基金 | | 德邦鑫星价值A | 221.47 | 9.33 | 德邦基金 | | 永赢先进制造智选A | 205.63 | 138.45 | 永赢基金 | | 信澳业绩驱动A | 198.45 | 3.44 | 信达澳亚基金 | | 中航机遇领航A | 197.94 | 10.61 | ...
多家中小公募,业绩突出!
中国基金报· 2025-09-29 06:26
【导读】市场风格与竞争格局共振 中小公募业绩突出 中国基金报记者 张燕北 A 股 "9·24" 行情一周年,主动权益基金业绩显著回暖。中小公募旗下产品强势 " 逆袭 " , 在业绩涨幅榜上占据较多席位,一改以往大中型公募产品统治的格局。受访业内人士分析, 这一现象是市场行情演绎与行业竞争格局共同作用的结果。中小基金公司的赛道化、高锐度 布局成为 " 弯道超车 " 的可行路径。但立足长期价值创造才是行业发展的根本方向。 近一年 " 翻倍基 " 超 240 只 中小公募旗下产品占比过半 去年 9 月 24 日以来, A 股主要指数大幅上行,主动权益基金业绩大幅回暖。 Wind 数据显 示,截至 9 月 26 日,近一年主动权益基金平均单位净值增长率达 40.77%,245 只基金 (仅统计主代码)净值翻倍。 其中, 133 只 " 翻倍基 " 来自中小型公募(以二季度末资产管理规模排名 30 名之后为界 定标准),占比达 54.3% 。近一年收益率排名前 15 位的基金中,中小公募产品占 8 席: 中信建投北交所精选两年定开 A 以 240.22% 的区间单位净值增长率位居榜首;德邦鑫星价 值 A 以 221.4 ...
点赞924周年基金成绩单:牛市中首现跑赢指数,领先幅度还不小
主持:关珊(股市广播FM95.3《走进机构大本营》) 主动权益基金更是一扫前期调整市长期跑输指数的阴霾,整体收益水平大幅跑赢沪深300等宽基指数。 关珊:一年来业绩最高与最差基金收益差距悬殊,原因何在?这种分化对比过往是否正常? 嘉宾:庄正(爱方财富总经理) "9.24"一周年之际,随着净值披露,基金成绩单也靓丽出炉。主动权益基金(包括普通股票型基金、偏 股混合型基金等)近一年平均收益率达55.58%,中位数是49.78%,均显著跑赢上证综指、沪深300等代 表性宽基指数,且领先幅度超过10个百分点。在牛市中主动权益基金业绩超越指数表现尚属首次。爱方 财富总经理庄正接受股市广播采访时表示,本轮牛市中基金业绩表现还有一大特征就是业绩分化加大, 当前在估值水位已显著抬升的基础上,兼顾考虑收益与风险,四季度可适当关注"老登股",以及部分估 值百分位不高且景气度上升的赛道股,重仓这类资产的基金具备配置价值。 关珊:"9.24"一周年,基金业绩整体表现如何? 庄正:基金业绩和市场表现高度相关。截至到2025年9月23日的过去一周年,指数市场大幅上涨,上证 指数累计上涨39%,沪深300上涨41%;创业板指累计大涨约10 ...
A股924行情1周年主动权益基金业绩首尾相差290%:东财价值启航亏8%,广发价值优势亏3%,广发内需增长亏2.5%
Xin Lang Ji Jin· 2025-09-23 07:57
专题:专题|A股"924行情"一周年回顾与展望 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! A股"924行情"一周年之际,Wind数据显示,从2024年9月24日至2025年9月22日,主动权益基金(包括普通股票型、偏股混合型、灵活配置型、平衡混合 型以及QDII混合型等基金,只统计主份额)中,458只主动权益基金翻倍,其中,德邦鑫星价值A区间回报282%位居第一,中信建投北交所精选两年定开 A回报271.5%位居第二,中欧数字经济A区间回报262%位居第三。 7只主动权益基金924行情以来亏损,其中,东财价值启航A亏损8.13%位居跌幅榜第一名,广发价值优势亏3.26%位居跌幅榜第二名,广发内需增长A亏 2.55%位居跌幅榜第三名。 | 简称 | 区间回报 区间超基准 | 规模 and and any and the commend of the submit of the commend of | | | --- | --- | --- | --- | | | % % | | | | 德邦鑫星价值A | 282.09 280.58 | 9.33 雷涛,陆阳 | | | 中信建 ...
从2700点保卫战到市值首破百万亿,“9·24”一周年改变了什么?
Di Yi Cai Jing· 2025-09-22 11:45
Market Recovery - The A-share market has shown significant recovery, with the Shanghai Composite Index rising from 2700 points to over 3800 points, and the total market capitalization surpassing 100 trillion yuan [1][3] - Over 1500 stocks have doubled in price since last year, indicating a broad-based recovery across various sectors [1][4] Investor Behavior - Investor sentiment has shifted from a cautious "cash out upon breakeven" mentality to a more optimistic approach, with many now considering new investment opportunities [10][12] - New A-share accounts opened in August increased by 165% year-on-year, reflecting growing investor interest [1][12] Fund Performance - The performance of public funds has improved significantly, with over 99% of funds showing positive cumulative returns since last September, and 697 funds achieving over 100% returns [4][6] - The number of funds with unit net values below 1 yuan has decreased from 3959 to 1224, indicating a recovery in fund values [6] Long-term Capital Inflow - Long-term capital, including insurance and pension funds, has been steadily entering the A-share market, with a total market value of approximately 21.4 trillion yuan, a 32% increase since the end of the 13th Five-Year Plan [7][8] - The ETF market has also seen substantial growth, reaching a total scale of 5.31 trillion yuan, up 42.31% from the end of last year [7] Policy Support - Regulatory policies aimed at encouraging long-term capital inflow have been implemented, which are expected to further enhance market stability and growth [8][9] - Recent reforms in public fund fee structures are projected to save investors over 500 billion yuan annually, promoting a more favorable investment environment [9]
创新药与北交所主题基金领跑,2025年上半年公募全线飘红
Guan Cha Zhe Wang· 2025-09-12 06:20
Core Insights - The Chinese public fund market experienced a "universal rise" in the first half of 2025, with over 87% of the more than 12,600 funds achieving positive returns, reflecting an optimistic market sentiment [1][2] - The structural bull market was driven by policy benefits, deep valuation recovery, and high growth expectations, with thematic investments, particularly in innovative pharmaceuticals and the Beijing Stock Exchange, standing out [1][3] - Fund performance showed significant differentiation, with the top-performing funds concentrated in thematic investments, especially in innovative pharmaceuticals [2][4] Thematic Fund Performance - The top 10 funds in the performance rankings were dominated by thematic funds, with 7 out of 10 focusing on innovative pharmaceuticals [2][3] - The champion fund, Huatai-PB Hong Kong Advantage Selection A, achieved an impressive return of 86.48%, heavily investing in Hong Kong innovative pharmaceutical stocks [2][3] - The second place, CITIC Securities Beijing Stock Exchange Selection Two-Year Open A, recorded a return of 82.45%, benefiting from policy advantages and valuation increases in the Beijing Stock Exchange [2][3] Non-Thematic Fund Opportunities - Non-thematic funds also showed potential, with GF Growth Navigator One-Year Holding A achieving a return of 68.29%, ranking seventh on the list [3] - The resurgence of the innovative pharmaceutical sector was attributed to factors such as aging population demands, supportive policies, and valuation recovery [3][4] Fund Company Performance - Fund companies overall reported positive performance in the first half of 2025, but differentiation among them intensified [4][5] - E Fund led in revenue and net profit, with 5.896 billion yuan in revenue and 1.877 billion yuan in net profit, while GF Fund showed the most significant growth in net profit, increasing by 43.54% [5] - Some companies faced challenges with profit declines, attributed to product structure imbalances and high sales channel costs [5][6] Industry Trends - The public fund industry is transitioning from a "scale-oriented" to a "quality-oriented" approach, focusing on enhancing investor experience [6] - Key factors influencing the industry landscape include the sustainability of strong performances in innovative pharmaceuticals and the Beijing Stock Exchange, market style shifts, and responses to fee reform pressures [6]
历史罕见!最牛涨超175%
中国基金报· 2025-08-31 00:44
Core Viewpoint - The A-share market has shown significant strength in the first eight months of the year, leading to a strong performance of public equity funds, with many funds achieving over 100% returns [2][6][13]. Group 1: Market Performance - The main indices have experienced substantial gains, with the North Exchange 50 index rising by 51.49%, and several other indices, including the Sci-Tech Innovation 50 and the ChiNext index, increasing by over 30% [2][4]. - In August, the Shanghai Composite Index broke through the 3,800-point mark, reaching a 10-year high, with the Sci-Tech series indices showing strong performance, with increases of 32.25% and 28.00% respectively [4]. Group 2: Fund Performance - The average net value growth rate of active equity funds in the first eight months reached 23.83%, with the best-performing fund achieving a growth rate exceeding 175% [6][10][11]. - A total of 603 active equity funds have recorded a net value growth rate exceeding 50%, with 21 funds surpassing 100% [13][20]. - The average net value growth rates for ordinary stock funds and mixed equity funds were 28.38% and 28.79% respectively, indicating strong recovery in net values [9]. Group 3: Sector Opportunities - Structural opportunities have emerged in sectors such as the North Exchange, innovative pharmaceuticals, humanoid robots, AI, and semiconductors, contributing to the strong performance of funds managed by adept fund managers [12][20]. - The innovative pharmaceutical sector has been a standout performer, with the Hong Kong Stock Connect innovative pharmaceutical index showing a cumulative annual increase of 108.24% [24]. Group 4: Future Outlook - If the current market trends continue, 2025 is expected to be a breakout year for active equity fund performance [21]. - The market is experiencing a rebalancing of underlying funds, with indications of capital flowing from dollar assets to non-dollar assets, and from the bond market to the equity market [26].
“亏30%能扛,赚1%却慌” 基民赎回困局与基金增值考验
Di Yi Cai Jing· 2025-08-21 00:05
Group 1 - The current market recovery has led to a redemption dilemma for many investors, with a significant number of active equity funds reaching new net asset value highs [2][3] - As of August 19, 2023, nearly 1300 funds have returned to a net value above 1 yuan, compared to over 2300 funds that were below this threshold last year [5] - The psychological impact of previous losses is causing investors to feel anxious about redeeming their funds, even when they are finally seeing some gains [6][7] Group 2 - Fund companies are experiencing increased redemption pressure, with many investors opting to "cash out" as the market rises [8][9] - Despite the redemption pressures, many equity funds are still seeing net inflows, indicating a complex market dynamic where new investors are entering while existing ones are redeeming [8][9] - The industry is shifting its focus from merely controlling redemptions to providing tailored product solutions that meet the current market conditions and investor needs [9]
“亏30%稳如泰山,涨1%坐立难安”,曾被深套的基民如今陷入更深纠结
Di Yi Cai Jing Zi Xun· 2025-08-20 15:25
Core Insights - The current market recovery has led to a dilemma for investors, with many feeling anxious about whether to redeem their funds or hold on for potential further gains [2][3][7] - A significant number of actively managed equity funds have seen their net values rise, with over 1,450 funds achieving returns exceeding 50% since last year [5][6] - The psychological impact of previous losses is causing many investors to hesitate, leading to increased redemption pressures on fund managers [10][11] Market Performance - As of August 19, 2023, 1,197 actively managed equity funds reached historical net value highs, with a notable decrease in funds below the 1 yuan mark [6][10] - The market has seen a substantial recovery, with 166 funds doubling their performance and several funds achieving returns over 200% [5][6] Investor Behavior - Investors are experiencing a "fear of missing out" combined with anxiety over losing recent gains, leading to indecision regarding fund redemption [7][8] - The phenomenon of loss aversion and anchoring effects are influencing investor decisions, with many choosing to redeem once they break even [8][9] Fund Management Response - Fund companies are facing redemption pressures but are also seeing a net inflow of funds, indicating a mixed market sentiment [10][11] - The focus for fund managers is shifting from merely preventing redemptions to understanding and meeting client needs through tailored product offerings [11][12]