| | 江10年回收不起205更 | | | --- | --- | --- | | 基金公司 | | 最近十年 (2015.10.01-2025.09.30) | | | 收益率[%] | 排名 | | 西部利得 | 91.87 | 1/71 | | 光大保德信 | 88.73 | 2/71 | | 信达澳亚 | 77.57 | 3/71 | | 前海开源 | 74.25 | 4/71 | | 易方达 | 69.25 | 5/71 | | 天弘 | 66.50 | 6/71 | | 汇添富 | 64.29 | 7/71 | | 国投瑞银 | 60.90 | 8/71 | | 新华 | 60.42 | 9/71 | | 米银 | 58.63 | 10/71 | | 华商 | 58.02 | 11/71 | | 中加 | 57.92 | 12/71 | | 六六十 | 57.39 | 13/71 | | 景顺长城 | 56.78 | 14/71 | | 诺安 | 56.38 | 15/71 | 【导读】基金公司固定收益类基金中长期业绩榜单公布 作为基石工具，固收类产品已成为投资必备选项。虽然相比权益投资领域，固 ...

【导读】基金公司固定收益类基金中长期业绩榜单公布 中国基金报记者 方丽 孙晓辉 作为基石工具，固收类产品已成为投资必备选项。虽然相比权益投资领域，固定收益的业绩之争没那么突出，但毫厘间差异仍体现出基金 公司的实力。 哪些公司在过去3年、5年、10年获得好收成？2025年 前三季度 又有哪些公司业绩领先？国泰海通证券刚刚公布 的 基金公司固定收益类 基金绝对收益排行榜，揭晓上述答案。 近10年业绩 西部利得、光大保德信基金领跑 过去10年，债券市场整体呈现"牛长熊短"的特征，但期间经历了多轮牛熊转换，考验每家 基金公司在固收领域的投研实力。 | | 收益率[%] | 13 | | --- | --- | --- | | 西部列得 | 91.87 | 1/71 | | 光大保德信 | 88.73 | 2/71 | | 信大澳亚 | 77.57 | 3/71 | | 前海 - 源 | 74.25 | 4/71 | | 易方大 | 69.25 | 5/71 | | 大5A | 66.50 | 6/71 | | 「添言 | 64.29 | 7/71 | | 国投瑞银 | 60.90 | 8/71 | | 新华 | 60 ...

Core Viewpoint - The increase in the transfer of large certificates of deposit (CDs) is significantly linked to the recovery of the stock market, with investors moving funds from low-yield deposits to potentially higher returns in equities [3][4][6]. Group 1: Market Dynamics - There has been a noticeable increase in the transfer volume of large CDs, with investors actively seeking higher yields as traditional deposit rates decline [3][4]. - The average interest rates for one-year, two-year, and three-year CDs are currently at 1.278%, 1.369%, and 1.702% respectively, indicating a downward trend [9]. - The stock market's recovery has led to a "funds migration" phenomenon, where investors are opting to transfer their deposits into the stock market, driven by the attractive returns seen in equities [6][7]. Group 2: Investor Behavior - Investors are exhibiting a split in their choices, with some opting for quick transfers of CDs at discounted rates to access funds for stock investments [6][9]. - The risk appetite among investors is becoming polarized, with both conservative and aggressive investors showing increased activity, reflecting a growing engagement with the financial markets [10]. - The trend of "deposit migration" is still in its early stages, influenced by declining deposit attractiveness and the ongoing appeal of capital markets [10]. Group 3: Economic Indicators - Recent data shows a reduction of 1.1 trillion yuan in household deposits in July, while non-bank deposits increased by 2.14 trillion yuan, indicating a shift in investment preferences [7][8]. - The net value index for bank securities reached a high of 7.04, suggesting a significant influx of funds into the market [6]. - Analysts predict that the ongoing decline in deposit rates, combined with a favorable stock market environment, will continue to drive the trend of funds moving from deposits to equities [10].

Group 1 - The core viewpoint of the article highlights a significant increase in online customer consultations at brokerage firms, driven by rising market activity and a focus on commission adjustments [1][3][4] - Investors are primarily inquiring about commission reductions as brokerages compete to attract new clients with lower fees, leading to a surge in requests for commission adjustments [4][9] - There is a notable increase in inquiries related to basic account operations, such as fund transfers and app functionalities, indicating a growing interest in trading various products [4][5] Group 2 - Margin trading (two-way financing) inquiries and account openings have also risen, with experienced investors becoming the main drivers of this trend [5][6] - Brokerages are enhancing risk management for margin trading, ensuring strict reviews of clients' credit histories and trading records to mitigate potential losses [6] - Fund sales are experiencing a revival, particularly in equity products, as investor confidence increases and more clients actively seek fund investment opportunities [7] Group 3 - Overall, the influx of funds into the market is characterized as moderate, with seasoned investors showing a strong willingness to invest, while new investors remain cautious [8] - There is a noticeable preference among investors for small-cap stocks, which are perceived to offer greater potential for returns during market upswings [8] - Competition among brokerages for clients is intensifying, with increased marketing efforts and a focus on low commissions to attract and retain customers [9]

Group 1 - The surge in market activity has led to a peak in customer inquiries at brokerage firms, primarily through online channels rather than in-person visits [1][3][4] - Investors are focusing on actual trading needs, with commission adjustments being the main topic of discussion as brokerages lower fees to attract new clients [4][9] - There is a notable increase in inquiries regarding basic account operations, such as fund transfers and app functionalities, reflecting a growing interest in various trading permissions [4][5] Group 2 - Margin trading inquiries and account openings have risen significantly, with experienced investors driving this trend due to their familiarity with leveraging tools [5][6] - Brokerages are enhancing risk management for margin trading, ensuring strict reviews of clients' credit histories and trading records [6] - Fund sales are experiencing a revival, particularly in equity products, as investor confidence grows and they show increased interest in fund performance and sector growth [7] Group 3 - Overall market participation is characterized by a moderate increase in capital inflow, with seasoned investors showing a strong willingness to invest compared to newer, more cautious entrants [8] - Investors are favoring small-cap stocks over large-cap stocks, as they seek higher returns during market upswings [8] - Competition among brokerages is intensifying, with increased client mobility and a focus on low commission rates to attract and retain customers [9]

Group 1 - Yang Huahui has resigned as Chairman of Xingzheng Global Fund due to age reasons, effective June 22, 2025, and Zhuang Yuanfang will take over the role [1] - Yang Huahui served as Chairman of Xingye Securities and Xingzheng Global Fund since 2017 and 2020 respectively, during which the total assets of Xingye Securities increased from 153.1 billion to 301 billion by the end of 2024, and net assets rose from 35.9 billion to 62.9 billion [1] - Zhuang Yuanfang has extensive experience in the financial industry and has previously served as acting Chairman of Xingzheng Global Fund from May 2016 to July 2017 [1] Group 2 - Xingzheng Global Fund, established in 2003, is a leading public fund institution in China, with total assets of 10.382 billion and net assets of 7.734 billion as of the end of 2024 [2] - The fund's revenue for 2024 was 3.279 billion, a decrease of 9.19% year-on-year, while net profit increased by 3.21% to 1.413 billion, primarily due to a reduction in management fees for equity funds [2] - As of March 31, 2025, Xingzheng Global Fund managed 138 funds with a total management scale of approximately 652.3 billion, including 55 active equity funds with a management scale of 218.729 billion [2]