京华远见科创京品2号
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股债“跷跷板”效应又起 哪些产品表现亮眼?银行理财产品8月榜单揭晓
Zhong Guo Zheng Quan Bao· 2025-09-17 14:30
Group 1 - In August, the A-share market was active, with the Shanghai Composite Index reaching a nearly 10-year high. The bond market faced pressure, with the 10-year government bond yield rising by 13 basis points to 1.84% [1] - As of the end of August 2025, there were a total of 43,427 bank wealth management products in the market, an increase of 798 from July. Among these, bank wealth management subsidiaries accounted for 29,850 products, representing 68.74% of the total, up by 3.17 percentage points from July [1] Group 2 - The August ranking of bank wealth management products was compiled by the Golden Bull Asset Management Research Center, co-established by China Securities Journal and Shenzhen Data Economy Research Institute [2] - The ranking includes various categories of wealth management products, highlighting those that performed well in long-term evaluations [2] Group 3 - The overall risk level of the products on the list has slightly increased, with 50.47% of the products rated at level three (medium risk) or higher, and 6.67% rated at level four (medium-high risk) [14] - The structure of the listed products shows a notable phenomenon of "same category, different levels" in "fixed income+" and mixed products, indicating a more dispersed risk level distribution among the listed products [15] Group 4 - The retention rate of the products on the list was 37.14%, with 39 products from 22 institutions continuously appearing on the list, indicating a significant increase compared to July [11] - The competition in the market is intense, as evidenced by the relatively low retention rate of "fixed income+" products [11] Group 5 - The ranking utilized publicly available data from the bank wealth management market from January 1, 2024, to August 31, 2025, covering a total of 20 months [13] - The evaluation was based on multiple dimensions, including annualized weighted returns, return volatility, downside risk, and purchase costs, employing the Z-Score model for comprehensive assessment [13]
聚焦前沿科技赛道,多家理财公司布局科创主题理财
Cai Jing Wang· 2025-06-03 09:48
兴银理财于5月26日-6月3日发售人形机器人主题产品"睿利兴合华夏人形机器人6M持有1号A",投资于债权类资产不低 于总资产的80%,投资于华夏基金定制机器人策略专户不超过总资产的20%。 "2025年人形机器人产业催化密集,投资机遇丰富。"兴银理财指出,该产品采用了人形机器人主题策略,通过专业的 投研团队,采用主动选股、配合模型增强等多种手段,在现有中证机器人指数基础上进行优化,力争实现超越指数的 收益表现,把握科技投资新蓝海。 强化科技赋能,发展绿色金融,招银理财再度发行ESG科技主题款理财——招睿安泰定开13号固定收益类理财计划, 产品于5月27日至5月29日认购,主要投资固定收益类资产,以高评级债券、非标资产作为底仓。同时,为践行可持续 发展理念,助力科技创新,优先选择符合ESG理念,或科技领域相关的投资标的进行投资。 招银理财披露道,科技投资方面,优先配置投资科技创新相关标的,如半导体芯片、人工智能应用、新能源电力、国 防军工、高新技术领域、专精特新等企业发行的债券或项目类资产。 上周多家理财公司推出科创主题理财新品,持续布局科技创新领域资产。 据同花顺数据梳理,5月26日—6月1日,银行理财市场共 ...