天工日开理财产品8号(贵金属指数)
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板块轮动加快,权益类业绩榜两只主题产品近期净值下跌
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-24 07:40
数据说明: 产品统计范围为理财公司权益类理财公募产品,统计截止日期为2025年11月20日,统计区间为近3个 月。 近3个月(8月21日-11月20日,下同)A股震荡走强,其中创业板指涨16.67%,深证成指、上证指数分 别涨8.84%、4.38%。近期看来,10月底上证指数在多次突破4000点后震荡下挫。 近期板块轮动加快。以申万行业指数为例,近3个月煤炭(申万一级)涨超9%,居31个申万一级行业指 数涨幅第六。但从近1个月看,该指数跌超2%,跌幅第三。再如,近3个月贵金属(申万二级)近3个月 涨超25%,居31个行业指数涨幅第七。但从近1个月看,该指数跌超4%,跌幅居前。 权益类理财产品上,南财理财通数据显示,截至11月20日,近3个月,理财公司权益类公募理财产品净 值增长率均值为7.26%,48只样本产品均上涨,其中中银理财"慧富权益类红利策略180天持有期A"、华 夏理财"天工日开理财产品2号(数字基础设施指数)"、光大理财"阳光红基础设施公募REITs优选1号"近3 个月净值增长率不到1%,产品收益率垫底。 本期榜单共有5家理财公司上榜。其中,光大理财、华夏理财各上榜3只,信银理财上榜2只,招银理 ...
最高涨56%!近半年权益类理财新能源、贵金属主题产品领涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-15 07:59
Core Insights - The A-share market experienced a strong opening on October 9, 2025, with all three major indices rising, and the Shanghai Composite Index surpassing 3900 points, reaching a ten-year high [6] - Over the past six months, the A-share indices have increased by over 20%, with the ChiNext Index rising more than 60%, indicating a robust market performance [6] - Equity wealth management products have also performed well, with an average net value growth rate of 20.43% for public equity products from wealth management companies [6] Group 1: Performance of Wealth Management Products - Among the wealth management products, the "Sunshine Red New Energy Theme A" from Everbright Wealth achieved the highest net value growth rate of 56% over the past six months [7] - Other notable products include "Tian Gong Daily Wealth Management Product 4 (New Energy Storage Index)" and "Tian Gong Daily Wealth Management Product 9 (Wind Power Generation Index)" from Huaxia Wealth, with growth rates of 39.77% and 25.99% respectively [7] - A total of 36 sample products recorded positive returns, with 18 products exceeding a 20% growth rate, while some products like "Zhaoyin Wealth's Zhaozhu Value Selected Equity Wealth Management Plan" and "Everbright Wealth's Sunshine Red 300 Dividend Enhancement" lagged with single-digit growth rates [6][7] Group 2: Industry Trends and Insights - The new energy sector, including lithium batteries, photovoltaics, wind power, and nuclear power, is expected to continue its strong growth trajectory, as indicated by the performance of the China Securities New Energy Index, which rose nearly 60% over the past six months [7] - The precious metals sector has also shown strong performance, with gold prices reaching historical highs and silver prices surging over 70% this year [8] - The "Tian Gong Daily Wealth Management Product 8 (Precious Metals Index)" from Huaxia Wealth recorded a growth rate of 41.42%, reflecting the strong performance of the precious metals market [8]