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易点天下连跌5天,兴证全球基金旗下2只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-08 11:03
其中,兴全合润混合A今年以来收益率9.12%,同类排名3104(总4504),兴全商业模式混合(LOF)A今年以来收益率11.03%,同类排名2682(总4504)。 兴全合润混合A、兴全商业模式混合(LOF)A基金经理分别为谢治宇、乔迁。 简历显示,谢治宇先生:1981年生,经济学硕士。历任兴证全球基金管理有限公司研究部研究员、专户投资部投资经理、基金管理部基金经理、基金管理部投 资副总监兼基金经理、基金管理部投资总监兼基金经理、公司总经理助理兼基金管理部投资总监、兴全轻资产投资混合型证券投资基金(LOF)基金经理、兴 全趋势投资混合型证券投资基金(LOF)基金经理、基金管理部总监、投资总监。现任兴证全球基金管理有限公司副总经理、研究部总监、国际业务部总监、 兴全合润混合型证券投资基金基金经理(2013年1月29日起至今)、兴全合宜灵活配置混合型证券投资基金(LOF)基金经理(2018年1月23日起至今)、兴全社会价 值三年持有期混合型证券投资基金基金经理(2019年12月26日起至今)。 | ○ 基金经理:谢治宇 | | | | | | | | | --- | --- | --- | --- | --- ...
金地集团连跌5天,兴证全球基金旗下2只基金位列前十大股东
Sou Hu Cai Jing· 2025-07-17 11:33
Group 1 - Gindai Group has experienced a decline for five consecutive trading days, with a cumulative drop of -7.28% [1] - Gindai Group, founded in Shenzhen in 1988 and listed on the Shanghai Stock Exchange in 2001, has developed into a comprehensive listed company focusing on real estate development and related diversified businesses [1] - Two funds under Xingquan Global Fund have entered the top ten shareholders of Gindai Group, both being new additions in the first quarter of this year [1] Group 2 - The two funds are Xingquan Business Model Mixed (LOF) A and Xingquan New Vision Open Mixed, with year-to-date returns of 6.58% and 6.12% respectively [1] - Xingquan Business Model Mixed (LOF) A ranks 2604 out of 4519 in its category, while Xingquan New Vision Open Mixed ranks 939 out of 2296 [1]
核心基金经理投资业绩惨淡,近三年兴证全球主动权益类基金亏损数百亿元
Sou Hu Cai Jing· 2025-06-13 22:19
Core Viewpoint - The performance of Xingzheng Global Fund has significantly declined, primarily due to the departure of star fund manager Dong Chengfei and the subsequent drop in the management scale of its actively managed equity funds, leading to a substantial decrease in revenue and net profit [3][5][19]. Group 1: Financial Performance - In 2024, Xingzheng Global Fund reported operating revenue of 3.279 billion yuan and net profit of 1.413 billion yuan, marking a decline of over 50% in revenue and nearly 37% in net profit compared to 2021 [3][5]. - The fund's actively managed equity fund scale dropped from 218.729 billion yuan in 2021 to 124.12 billion yuan by the end of 2024, reflecting a significant reduction in management fees [7][19]. - The decline in revenue and profit is attributed to the overall decrease in the performance of actively managed equity funds and the regulatory changes that reduced management fees from 1.5% to 1.2% [5][19]. Group 2: Competitive Comparison - In contrast, E Fund's operating revenue only decreased by approximately 16% and net profit by about 14%, indicating that Xingzheng Global Fund's performance decline is more severe [4]. - The poor performance of Xingzheng Global Fund's actively managed equity funds is linked to the lack of competitive investment returns compared to peers, with many funds underperforming their benchmarks [19]. Group 3: Management Challenges - The departure of Dong Chengfei has led to a talent drain within the company, resulting in a significant drop in the performance of flagship funds like Xingquan Trend Investment Mixed Fund, which has seen losses of nearly 10 billion yuan over three years [7][15][19]. - The current fund managers, including Xie Zhiyu and Dong Li, have not been able to replicate the previous success, with their management periods yielding negative returns [15][19]. - The company faces challenges in attracting and retaining top talent, which is critical for improving fund performance and regaining investor confidence [19].
纳芯微连跌5天,兴证全球基金旗下2只基金位列前十大股东
Sou Hu Cai Jing· 2025-06-13 01:13
Group 1 - Naxin Microelectronics has experienced a decline for five consecutive trading days, with a cumulative drop of -11.08% [1] - Suzhou Naxin Microelectronics Co., Ltd. specializes in high-performance and high-reliability analog and mixed-signal chips [1] - Two funds under Xingzheng Global Fund have entered the top ten shareholders of Naxin Microelectronics, with both increasing their holdings in the first quarter of this year [1] Group 2 - Xingquan Helun Mixed A Fund has a year-to-date return of 2.35%, ranking 2761 out of 4431 in its category [1] - Xingquan Business Model Mixed (LOF) A Fund has a year-to-date return of 2.24%, ranking 2791 out of 4431 in its category [1] Group 3 - The fund managers of Xingquan Helun Mixed A and Xingquan Business Model Mixed (LOF) A are Xie Zhiyu and Qiao Qian, respectively [4][6] - Xie Zhiyu has been with Xingzheng Global Fund since January 29, 2013, and has held various positions, currently serving as the Deputy General Manager and Director of Research [4][5] - Qiao Qian has been with Xingzheng Global Fund since July 2008, serving as a researcher and assistant fund manager before becoming a fund manager [6]
机构风向标 | 百隆东方(601339)2024年四季度已披露前十大机构持股比例合计下跌2.96个百分点
Xin Lang Cai Jing· 2025-04-16 01:10
Group 1 - Bailong Oriental (601339.SH) released its 2024 annual report on April 16, 2025, indicating that as of April 15, 2025, 71 institutional investors disclosed holding shares, totaling 777 million shares, which accounts for 51.83% of the total share capital [1] - The top ten institutional investors collectively hold 51.66% of the shares, with a decrease of 2.96 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Huatai-PB SSE Dividend ETF, increased its holdings by 0.85% compared to the previous period [2] - Three public funds reduced their holdings, including Xingquan Business Model Mixed (LOF) A, Xingquan New Vision Regular Open Mixed, and Pengyang Jingze One-Year Holding Mixed A, with a total reduction of 2.20% [2] - A total of 63 new public funds were disclosed this period, including Huabai S&P China A-Share Dividend Opportunity ETF and Guotai Junan Blue Chip Value Mixed [2]