分策略来看，股票策略表现突出。有业绩记录的6473只股票策略产品中，6026只产品实现正收益，占比 93.09%，平均收益高达25.38%，5%分位数收益达72.23%。股票策略的良好表现得益于市场结构性机会。 2025年以来，A股市场整体震荡向上，中小盘风格主导，科技成长股与资源类周期股轮番发力。 券商中国记者从业内获悉，盘京投资、上海运舟、源乐晟等一批此前有过较大阶段性回撤的知名私募，在本 轮行情中都取得了不错收益，产品业绩显著修复。 多资产策略主要通过跨资产类别配置和灵活调整资产比例，在不同市场环境下分散风险并把握投资机会，今 年以来及时增加股票资产暴露，表现仅次于股票策略。有业绩记录的1279只多资产策略产品中，1150只产品 实现正收益，占比89.91%，平均收益达15.61%，5%分位数收益为52.84%。 值得注意的是，组合基金策略正收益占比居首。有业绩记录的398只产品中，有382只正收益，占比95.98%， 平均收益为14.12%，5%分位数收益为36.38%。 尽管今年商品市场波动不小，但期货及衍生品（CTA）策略表现相对较弱。有业绩记录的1212只期货及衍生 品策略产品中，935只实现正 ...

Group 1 - The A-share market has seen a significant rebound in July, leading to increased investor confidence and a peak in private equity securities product registrations [1][2] - A total of 1,298 private equity securities products were registered in July, marking an 18.00% month-on-month increase and the highest level in 27 months [1] - Year-to-date, 6,759 private equity securities products have been registered, reflecting a year-on-year increase of 61.39% [1] Group 2 - The majority of the registered products in July were stock strategy products, with 887 products accounting for nearly 70% of the total registrations, and a month-on-month growth of 24.58% [1] - In contrast, bond strategy and combination fund products saw lower interest, with only 48 and 46 products registered, representing 3.70% and 3.54% of the total, respectively [1] - The surge in private equity securities product registrations is driven by two main factors: the positive performance of the A-share market and the strong performance of quantitative strategy products, which have attracted significant capital inflow [2]

Group 1 - The A-share market has shown strong fluctuations and rebounds this year, leading to increased confidence among private equity institutions [1] - In the first half of the year, the number of registered private equity securities products reached 5,461, a 53.61% increase compared to the same period last year [1] - Stock strategies remain the dominant strategy for registered products, accounting for 63.32% with 3,458 products [1] Group 2 - Multi-asset strategies and futures and derivatives strategies are the second and third most favored strategies, with 802 and 633 registered products, representing 14.69% and 11.59% respectively [1] - Quantitative private equity products have seen significant growth, with 2,448 products registered, making up 44.83% of the total, a 67.10% increase year-on-year [2] - Among quantitative products, stock strategies dominate with 1,715 products, accounting for 70.06% of the total quantitative products [2] Group 3 - The performance of private equity securities products, especially quantitative strategies, has attracted significant capital allocation due to their outstanding excess return capabilities [3] - The demand for diversified asset allocation has increased significantly in a low-interest-rate environment, reflected in the growing number of multi-asset and futures strategies [3] - The current market conditions suggest that the opportunity cost of equity investment is very low, making the Hong Kong and A-share markets attractive after sufficient adjustments [3]