本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 私募排排网获悉， 最近洼盈投资、山海基金、深涵资本三家私募作为出品公司下场做短剧了，短剧主题是：《重生千禧年之我靠期货走上复仇 之 路！》， 经典金融题材电影已屡见不鲜，私募亲自下场拍金融题材短剧，这应该还是头一例。 该短剧讲述的是：男主是一位百亿私募老板，在2025年4月7日特朗普宣布关税计划，国内期货大宗商品出现大幅波动时，男主资金巨亏，妻子 乘机离婚分割财产，而男主突发心梗去世，后续可能是偶然重生回到千禧年(2000年)，再次依靠期货投资卷土重来的故事。 现实里同样作为私募投资机构，洼盈投资在私募排排网有业绩展示的产品共3只，截至7月25日，今年来收益均值为 ***% 。 值得关注的是，旗 下量化CTA产品"洼盈合顺对冲一号"今年来收益为 ***% ，位居今年来量化CTA产品榜第17位。 （ 点此查看收益 ） [应监管要求，私募产品不能公开展示业绩，文中涉及收益数据用***替代，合格投资者可扫码查看收益数据。] | 排名 | 产品简称 | 公司简称 | 公司规模 | 置金经理 | 产品规模(万元) 今年来收益 | | --- | --- | ...

Core Viewpoint - The article discusses the performance of various private equity strategies in the A-share market amid geopolitical tensions and economic downturns, highlighting the recovery of stock strategies since the "9.24" market event and the strong performance of quantitative long strategies in the first half of 2025 [1][2][4]. Group 1: Private Equity Strategy Performance - As of June 30, 2025, all private equity secondary strategies achieved positive returns in the first half of the year, with quantitative long strategies leading at an average return of 16.31%, followed by subjective long strategies at 10.55% and macro strategies at 9.19% [2][4]. - The total trading volume of the A-share market exceeded 160 trillion yuan in the first half of the year, significantly higher than over 100 trillion yuan in the same period last year, indicating a notable increase in market activity [4]. - The strong performance of quantitative long strategies is attributed to their focus on small-cap stocks, which have performed well, with the CSI 2000 index rising over 15% and the micro-cap stock sector increasing over 40% [4]. Group 2: Top Performing Private Equity Products - As of June 30, 2025, there were 345 quantitative long private equity products with performance data, with the top three products being "Fengshou No. 2," "Liangying Risheng Exclusive No. 1 A Class," and "Baolit Quantitative No. 1," achieving significant excess returns [5][6]. - The top ten quantitative long strategies included products from major firms such as Longqi Technology and Wenbo Investment, with their excess returns also being noteworthy [6][11]. Group 3: Recent Trends in Private Equity Strategies - Over the past year, the top three performing private equity secondary strategies were quantitative long, subjective long, and other derivative strategies, with average returns of 48.32%, 32.00%, and 31.52% respectively [8][10]. - In the last three years, the top three strategies shifted to subjective CTA, other derivative strategies, and bond enhancement, with average returns of 69.36%, 69.29%, and 45.18% respectively, indicating a significant change in market dynamics [12][14].