基金周报 公募基金披露新规发布，权益市场主要指数涨跌不一 分析师：宋旸 SAC NO：S1150517100002 2026 年 3 月 16 日 证券分析师 宋旸 songyang@bhzq.com 022-28451131 张笑晨 SAC NO：S1150525070001 zhangxc@bhzq.com 022-23839033 相关研究报告 公募基金规模十连增，权益 市场主要指数震荡回撤—— 公募基金周报 2026.03.09 小盘价值风格表现突出，多 通过对主动权益基金行业仓位的测算，上周加仓幅度靠前的是建筑装饰、 交通运输和美容护理；减仓幅度靠前的是综合、电子和石油石化。同时， 我们对主动权益基金的整体仓位进行了测算，2026/3/13的仓位是 77.72%， 较上期下降了 2.75pct.。 只宽基指数 ETF 呈现资金流 出——公募基金 3 月月报 2026. 03.03 科 创 板指 数将 迎来 样本 调 整，私募新规发布——公募 基金周报 2026. 03.02 核心观点： ⚫ 市场回顾： 上周统计区间为 2026 年 3 月 9 日至 2026 年 3 月 13 日，权益市场主要指数 ...

Market Performance - On December 31, A-shares showed mixed performance with the Shanghai Composite Index up by 0.09% closing at 3968.84 points, while the Shenzhen Component Index fell by 0.58% to 13525.02 points, and the ChiNext Index decreased by 1.23% to 3203.17 points [1] Fund Manager Changes - On December 31, a total of 53 fund managers experienced changes in their positions, with 43 fund products announcing departures of fund managers, involving 19 individuals [3] - In the last 30 days (December 1 to December 31), 705 fund products saw fund manager departures, with 17 leaving due to job changes and 2 for personal reasons [3] New Fund Managers - On December 31, 86 fund products announced new fund manager appointments, involving 36 new managers [5] - Notably, Xia Linfeng from Huabao Fund has managed funds totaling 932 million, with the highest return of 211.80% from Huabao Ecological China Mixed A over a tenure of 10 years and 320 days [5] Fund Manager Performance - Dongfang Fund's current asset scale is 1.103 billion, with the highest return product being Dongfang Yue Ling Flexible Allocation Mixed Fund, achieving a return of 136.47% over 7 years and 112 days [4] Fund Company Research Activity - In December, Huaxia Fund conducted the most company research, engaging with 46 listed companies, followed by Southern Fund with 39 and Bosera Fund with 38 [7] - The most researched industry was specialized equipment with 156 instances, followed by chemical products with 120 [8] Recent Fund Research Focus - The most focused stock in the last month was Zhongke Shuguang, with 117 fund management companies participating in its research, followed by Haiguang Information and Chang'an Automobile with 117 and 86 respectively [11] - In the last week (December 24 to December 31), Zhongwei Co. was the most researched company with 26 fund institutions, followed by Xiangyu Medical and Desai Xiwai with 22 each [10][11]