中泰星锐景气成长混合A
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券商资管最新公募规模出炉!东方红重回两千亿,来看各家市场研判
Zheng Quan Shi Bao· 2025-10-29 16:03
三季度A股市场表现亮眼,一些以主动权益产品为特色的券商资管也在资产管理规模上有所增长。例 如,东方红资产管理的公募管理规模相比今年6月底增长了超240亿元,规模重回2000亿元以上。 从各家旗下公募产品表现来看,根据券商中国记者统计,今年三季度,东方红资产管理有十余只产品单 季度净值增长超40%,包括傅奕翔、苗宇、胡晓、刘辉、蒋娜等基金经理均有多只产品在三季度取得了 近50%的亮眼收益。 财通资管也有多只产品表现亮眼,例如基金经理徐竞择管理的财通资管先进制造A在三季度净值增长 46.59%,包斅文管理的产品净值也在三季度增长了39%。 中泰资管方面,由基金经理高兰君管理的中泰星锐景气成长混合A在三季度净值增长37.3%,由基金经 理田瑀管理的中泰星宇价值成长混合A在三季度净值增长25.31%;而公司副总经理姜诚则相对稳健,产 品在三季度跑输大盘指数。 傅奕翔:人工智能对全球经济而言是超长周期产业趋势 具体来看,由成长投资风格的基金经理傅奕翔管理的东方红启元三年持有A在三季度大涨58.64%。截至 三季度末,该基金股票仓位为87.12%,重仓股包括新易盛、巨人网络、大金重工、吉比特、金风科技 等等。 券商资管权 ...
券商资管最新公募规模出炉!东方红重回两千亿,来看各家市场研判
券商中国· 2025-10-29 15:01
券商资管权益大厂纷纷大幅回血! 10月28日,东方红资产管理、财通资管、中泰资管等多家券商资管披露旗下公募基金三季报。券商资管知名基 金经理的最新观点也随之出炉。 Wind数据显示,截至2025年9月底,共有4家券商资管的公募基金管理规模超千亿元,分别是东方红资产管理 (2039.15亿元)、华泰证券资管(1723.18亿元)、中银国际证券(1318.28亿元)、财通资管(1050.23亿 元)。 中泰资管方面,由基金经理高兰君管理的中泰星锐景气成长混合A在三季度净值增长37.3%,由基金经理田瑀 管理的中泰星宇价值成长混合A在三季度净值增长25.31%;而公司副总经理姜诚则相对稳健,产品在三季度跑 输大盘指数。 傅奕翔:人工智能对全球经济而言是超长周期产业趋势 三季度A股市场表现亮眼,一些以主动权益产品为特色的券商资管也在资产管理规模上有所增长。例如,东方 红资产管理的公募管理规模相比今年6月底增长了超240亿元,规模重回2000亿元以上。 券商资管最新公募管理规模 | 券商资管 | | | 公募基金资产净值合计(亿元) | | | | --- | --- | --- | --- | --- | --- | ...
东山精密股价跌5.03%,中泰证券资管旗下1只基金重仓,持有6.91万股浮亏损失23.84万元
Xin Lang Cai Jing· 2025-10-23 02:25
Group 1 - The core point of the news is that Dongshan Precision experienced a decline of 5.03% in its stock price, closing at 65.18 yuan per share, with a trading volume of 1.474 billion yuan and a turnover rate of 1.61%, resulting in a total market capitalization of 119.384 billion yuan [1] - Dongshan Precision, established on October 28, 1998, and listed on April 9, 2010, is located in Suzhou, Jiangsu Province. The company specializes in manufacturing and servicing precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [1] - The company's main business revenue composition includes: electronic circuit products (65.23%), touch panels and LCD display modules (17.98%), precision component products (13.93%), LED display devices (1.69%), and others (1.17%) [1] Group 2 - From the perspective of fund holdings, Dongshan Precision is a significant investment for a fund under Zhongtai Securities Asset Management. The Zhongtai Xingrui Prosperity Growth Mixed A Fund (018372) held 69,100 shares in the second quarter, accounting for 2.41% of the fund's net value, ranking as the ninth largest holding [2] - The Zhongtai Xingrui Prosperity Growth Mixed A Fund (018372) was established on July 18, 2023, with a latest scale of 41.0179 million yuan. The fund has achieved a return of 32.75% this year, ranking 2311 out of 8159 in its category, and a one-year return of 23.1%, ranking 3317 out of 8030 [2] - The fund manager of Zhongtai Xingrui Prosperity Growth Mixed A Fund is Gao Lanjun, who has a cumulative tenure of 6 years and 127 days. The total asset scale of the fund is 108 million yuan, with the best fund return during the tenure being 126.62% and the worst being 12.74% [3]
东山精密股价涨5.19%,中泰证券资管旗下1只基金重仓,持有6.91万股浮盈赚取22.66万元
Xin Lang Cai Jing· 2025-10-21 03:11
Group 1 - The core viewpoint of the news is that Dongshan Precision has seen a significant increase in its stock price, with a rise of 5.19% to 66.48 CNY per share, and a total market capitalization of 121.765 billion CNY [1] - Dongshan Precision, established on October 28, 1998, specializes in precision sheet metal and casting manufacturing, as well as electronic manufacturing services, with its main revenue sources being electronic circuit products (65.23%), touch panels and LCD modules (17.98%), precision components (13.93%), LED display devices (1.69%), and others (1.17%) [1] - The company is located in Suzhou, Jiangsu Province, and was listed on April 9, 2010 [1] Group 2 - From the perspective of fund holdings, Dongshan Precision is a significant investment for the Zhongtai Securities Asset Management, with the Zhongtai Xingrui Prosperity Growth Mixed A Fund holding 69,100 shares, representing 2.41% of the fund's net value [2] - The fund has achieved a year-to-date return of 30.79%, ranking 2334 out of 8162 in its category, and a one-year return of 23.11%, ranking 3330 out of 8024 [2] - The fund was established on July 18, 2023, with a current scale of 41.0179 million CNY [2]
恺英网络股价涨5.1%,中泰证券资管旗下1只基金重仓,持有12.65万股浮盈赚取15.31万元
Xin Lang Cai Jing· 2025-09-11 06:43
Group 1 - The core viewpoint of the news is that Kaiying Network's stock has seen a significant increase of 5.1%, reaching a price of 24.94 CNY per share, with a total market capitalization of 53.283 billion CNY [1] - Kaiying Network's main business includes game development, operation, and distribution, with mobile games contributing 73.03% to revenue, followed by information services at 25.47%, and web games at 1.50% [1] - The company is located in Shanghai and was established on January 3, 2000, with its listing date on December 7, 2010 [1] Group 2 - From the perspective of fund holdings, a fund under Zhongtai Securities Asset Management has a significant position in Kaiying Network, with 126,500 shares held, accounting for 2.26% of the fund's net value [2] - The fund, Zhongtai Xingrui Prosperity Growth Mixed A (018372), has achieved a year-to-date return of 34.35% and a one-year return of 48.35% [2] - The fund manager, Gao Lanjun, has a tenure of over 6 years, with the best fund return during this period being 126.62% [3]
机构风向标 | 蓝思科技(300433)2024年四季度已披露前十大机构累计持仓占比73.40%
Xin Lang Cai Jing· 2025-03-28 01:15
Group 1 - Blue Silicon Technology (300433.SZ) released its 2024 annual report on March 28, 2025, with 190 institutional investors holding a total of 3.804 billion shares, representing 76.34% of the total share capital [1] - The top ten institutional investors collectively hold 73.40% of the shares, with a slight decrease of 0.16 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, accounting for a 0.26% increase, while six funds decreased their holdings, representing a 0.10% decrease [2] - A total of 14 new public funds were disclosed this period, while 123 funds were not disclosed compared to the previous quarter [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.19% [2]