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银行系公募发力权益赛道,中加基金“二次创业”路径观察
经济观察报· 2025-11-25 13:11
中加基金持续完善产品体系被市场视为"二次创业"。事实上, 中加基金的第一次创业成功抓住了固收业务的周期红利,实现 了管理规模从零到千亿的突破;而第二次创业的核心任务,是 要在新的行业发展阶段中,构建起"全天候、多策略、矩阵 式"的产品能力体系。 作者:默川 封图:图片资料室 2025年5月7日,证监会正式发布《推动公募基金高质量发展行动方案》(以下简称《行动方 案》),标志着我国公募基金行业进入深化改革、提质增效的新发展阶段。《行动方案》明确提 出"大力提升公募基金权益投资规模与占比,促进行业功能发挥"。 面对政策引导与市场转型的新常态,以固收见长的银行系公募基金,其破局关键在于主动优化业务 布局,着力构建平台化、体系化的权益投研能力,从而完成从传统"资金管理"向新时代"资本赋 能"的功能升级。 11月中旬,原中航基金副总经理兼首席投资官邓海清已正式离职,其从业资格在中航基金显示已 注销。据了解,邓海清拟出任中加基金首席经济学家、首席投资官。这位在宏观、固收与权益领域 均有深厚积淀的金融老将的加盟,也是中加基金落实《行动方案》推动业务转型升级的新行动。 公开资料显示,邓海清拥有复旦大学金融学博士学位,曾在宏源 ...
银行系公募发力权益赛道,中加基金“二次创业”路径观察
Jing Ji Guan Cha Wang· 2025-11-25 08:05
2025年5月7日,证监会正式发布《推动公募基金高质量发展行动方案》(以下简称《行动方案》),标 志着我国公募基金行业进入深化改革、提质增效的新发展阶段。《行动方案》明确提出"大力提升公募 基金权益投资规模与占比,促进行业功能发挥"。 面对政策引导与市场转型的新常态,以固收见长的银行系公募基金,其破局关键在于主动优化业务布 局,着力构建平台化、体系化的权益投研能力,从而完成从传统"资金管理"向新时代"资本赋能"的功能 升级。 11月中旬,原中航基金副总经理兼首席投资官邓海清已正式离职,其从业资格在中航基金显示已注销。 据了解,邓海清拟出任中加基金首席经济学家、首席投资官。这位在宏观、固收与权益领域均有深厚积 淀的金融老将的加盟,也是中加基金落实《行动方案》推动业务转型升级的新行动。 公开资料显示,邓海清拥有复旦大学金融学博士学位,曾在宏源证券(000562)、中信证券、九州证券 等机构担任首席分析师、首席经济学家,并具备多年资产配置与投资管理经验。 权益业务系统化建设 从中加基金的发展现状来看,此次人才引进背后蕴含着清晰的战略考量。在固收领域,中加基金已形成 显著的竞争优势,成为公司规模增长的核心支柱。然而, ...
【机构调研记录】中加基金调研九安医疗
Zheng Quan Zhi Xing· 2025-08-29 00:07
Group 1 - The core viewpoint of the article highlights that Zhongjia Fund has conducted research on Jiuan Medical (002432), which is set to launch a new product in 2024 that utilizes colloidal gold immunochromatography technology for virus detection [1] - Jiuan Medical's new product can qualitatively detect and differentiate between influenza A, influenza B, and Covid viruses, and has become a regular home virus screening tool in the US market, widely sold through channels like Amazon, CVS, and Walmart [1] - Zhongjia Fund, established in 2013, currently manages a total asset scale of 141.193 billion yuan, ranking 49th out of 210 in the public fund management sector [1] Group 2 - The fund's non-monetary public fund asset management scale is 124.22 billion yuan, ranking 42nd out of 210 [1] - Zhongjia Fund manages 135 public funds, ranking 60th out of 210, with 19 fund managers, ranking 72nd out of 210 [1] - The best-performing public fund product in the past year is the Zhongjia Technology Innovation Mixed Fund A, which has seen a growth of 150.68%, with the latest unit net value at 1.82 [1]
【机构调研记录】中加基金调研可孚医疗、和元生物
Zheng Quan Zhi Xing· 2025-08-27 00:08
Group 1: Company Insights - Kefu Medical (301087) is expected to achieve over 20% year-on-year revenue growth in hearing aid sales in the first half of 2025, with plans to enhance revenue from existing stores and new outlets in the second half [1] - The company has invested in Newlink Medical to address congenital hearing loss, aiming for strategic synergy [1] - Overseas revenue has increased by over 200%, with completed acquisitions of Shanghai Huazhou and Ximaner, focusing future mergers on targets that can supplement product lines or enhance technical capabilities [1] - Kefu Medical has developed a comprehensive product matrix across five major areas and is increasing investment in e-commerce platforms, advancing smart projects in respiratory, blood pressure, blood glucose, and oxygen generation [1] - Key products include respiratory machines and hearing aids, with a focus on revenue contribution and strategic value; respiratory machine sales are rapidly growing, leading the category on Douyin's e-commerce platform [1] Group 2: Industry and Fund Management - Heyuan Bio leverages generative AI for innovative sequence design, utilizing deep learning frameworks such as Transformer and Diffusion for sequence scoring and generation [1] - Zhongjia Fund, established in 2013, has an asset management scale of 141.193 billion yuan, ranking 49th out of 210 in total public funds and 42nd out of 210 in non-monetary public funds [1] - The fund manages 135 public funds, ranking 60th out of 210, with 19 fund managers, ranking 72nd out of 210 [1] - The best-performing public fund product in the past year is Zhongjia Technology Innovation Mixed Fund A, with a latest unit net value of 1.68 and a growth of 128.28% over the past year [1] - The latest public fund product launched is Zhongjia CSI 300 Dividend Low Volatility Index A, which is an index-type stock fund, with a subscription period from August 18, 2025, to September 5, 2025 [1]