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牛市投资主线多,平安公司债ETF回撤稳定助力投资者穿越牛熊
Sou Hu Cai Jing· 2025-08-26 05:46
(数据来源:WIND资讯) 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 | 代码 | 同家 | 场内简称 | 托管人 | 規模(亿) | 近1周均贴 | 近1周济跌 | 今年以来 | 质押率 | 本轮调整 | 近1年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 水率 | 国 | FID (8) | | 最大回覆 | Calmar D | | 511030.SH | 平安中债-中高等级公司债利差因子ETF | 公司债ETF | 十安银行股份有限公司 | 223.53 | -0.06% | -0.119% | 0.84 | 63.00 | -0.1925 | 3.6503 | | 511220.SH | 海富通上证城投债ETF | 城投债ETF | 中国银行股份有限公司 | 245.11 | -0.19% | -0.407% | 1.05 | 0.00 | -0.2907 | 2.1636 | | 511070.SH | 南方上证基准做市公司债ETF | 上证公司侦E ...
机构不认为债市转熊,平安公司债ETF(511030)回撤稳定排名第一,风险可控
Sou Hu Cai Jing· 2025-08-25 03:21
机构认为,长牛资产跌破年线,通常意味着机会,普通资产跌破年线,通常意味着牛转熊。上周国债期 货跌破年线,这个位置,策略上取决于账户属性和对债市牛熊的判断。从基本面的角度,暂时给不出债 市转熊的观点,所以结论也比较清晰,围绕10年1.80,30年2.05,这周再跌的话是机会。 2018年以来债市有两次明显跌破年线,并在年线下方停留超过一个季度以上,分别是2020年Q2- Q4,2022年11月以后,当前宏观环境和基本面预期明显差过这两个时间段。股市大方向是涨,但是这一 轮并没有伴随着场外资金跑步进场,给我们的感觉是这几个月逼空行情没有像样回调,导致场外资金不 会轻易进场。 平安公司债ETF(511030)回撤稳定排名第一,风险可控。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 ...
又有多只ETF,“跻身”百亿俱乐部
Zhong Guo Ji Jin Bao· 2025-08-22 08:24
市场迭创新高,ETF势如破竹。 8月21日,海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元。 今年以来,全市场39只债券ETF总规模超5400亿元,相较年初增长超1300亿元,规模增速遥遥领先。目 前,市场上百亿级债券ETF已经达25只,占比约六成。 沪上一位第三方研究人士表示,多只债券型ETF规模快速增长并突破百亿元,背后原因包括近年来债券 市场整体走强、债券ETF优势明显、"资产荒"背景下的配置需求以及产品创新和市场拓展等。未来,随 着债券市场不断发展和投资者对债券ETF认识的加深,债券ETF市场有望保持稳健增长态势。 目前,行业主题类百亿级ETF产品数量已达22只,股票ETF(含跨境ETF)合计规模站上4万亿元大关, 再创新高。 此外,市场上百亿级债券ETF达25只,全市场债券ETF总规模超5400亿元,较年初增长超千亿元。 业内人士表示,上证指数站上3700点、3800点整数关口,极大地激发了市场热情。当下,不仅百亿级 ETF占比提升,日均成交额等数据也在改善,市场风险偏好已经悄然转变。综合来看,市场或已步入一 个"预期修复→资金流入→指数走强→进一步强化预期"的正向反馈。 海富通上证可转债 ...
又有多只,“跻身”百亿俱乐部!
中国基金报· 2025-08-22 07:59
中国基金报记者 曹雯璟 【导读】海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元 市场迭创新高,ETF势如破竹。 8月21日,海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元。 目前, 行业主题类百亿级ETF产品数量已达22只,股票ETF(含跨境ETF)合计规模站上4万亿元大关,再创新高。 此外, 市场上百 亿 级债券ETF达2 5 只,全市场债券ETF总规模超5400亿元,较年初增长超千亿元。 具体来看,截至8月 21 日, 博时可转债ETF和 海富通短融ETF规模已突破500亿元大关,分别达到573.43 亿元、 530.91亿元; 富国 政 金债券ETF规模达到469.57亿元;海富通城投债ETF、公司债ETF易方达、平安公司债ETF、鹏扬30年国债ETF、南方上证公司债ETF、华 夏信用债ETF的规模均在200亿元之上。 今年以来,全市场39只债券ETF总规模超5400亿元,相较年初增长超1300亿元,规模增速遥遥领先。 目前,市场上百亿级债券ETF已经 达2 5 只,占比约六成。 沪上一位第三方研究人士表示,多只债券型ETF规模快速增长并突破百亿元,背后原因包括 近年来 债券市场整体 ...
信用债ETF规模下降,平安公司债ETF回撤稳定可控备受关注
Sou Hu Cai Jing· 2025-08-21 06:36
信用债ETF日度跟踪(2025.08.20)显示总规模3459亿元,单日下降10亿元,其中基准做市ETF下降3亿元、科创债ETF上升 11亿元;加权久期中位数3.9年。流动性:整体成交金额943亿元,平均单笔成交额213万元(基准做市189万元、科创债312 万元);换手率中位数9.9%。估值情况:收益率中位数1.92%,贴水率中位数-34.9BP(基准做市-45.8BP、科创 债-30.9BP)。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 (数据来源:WIND资讯,平安基金整理,截至20250815) 本轮债市调整以来平安公司债ETF(511030)回撤控制排名第一,净值相对稳健且回撤可控,可参考下表(本轮债市调整 自2025年2月10日起算): | 代码 | 簡称 | 易内简称 | 托管人 | 规模(亿) | 近1周奏 | 近1周均贴 近1周涨跌 | | 质押率 | 本轮词整 | 近1年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 手塞 | 水率 | E | ...
又一只,超100亿元!
中国基金报· 2025-08-06 06:55
Core Viewpoint - The bond ETF market is experiencing significant growth, with the launch of new products and increasing investor participation, leading to a surge in the number of billion-yuan bond ETFs [2][3][7]. Group 1: Market Overview - On August 5, the BoShi Sci-Tech Bond ETF reached a scale of 10.031 billion yuan, contributing to a total bond ETF market size of nearly 520 billion yuan [2][4][8]. - There are currently 24 bond ETFs with a scale exceeding 10 billion yuan, accounting for approximately 60% of the market [7]. Group 2: Growth Drivers - The rapid growth of bond ETFs is attributed to a strong bond market, the clear advantages of bond ETFs, demand for asset allocation amid an "asset shortage," and ongoing product innovation [7][9]. - The bond ETF market has seen a significant increase in scale, growing from 23.964 billion yuan at the end of 2021 to 52.943 billion yuan by the end of 2022, and further to 80.152 billion yuan by the end of 2023, marking an increase of over 50% [9]. Group 3: Investor Participation - In 2023, the total inflow of funds into bond ETFs reached 274.341 billion yuan, with several company bond ETFs attracting over 20 billion yuan each [9]. - The bond market's bullish trend has encouraged increased allocation to bond ETFs, with their inherent advantages such as ease of trading, risk diversification, and lower fees being highlighted [9][10]. Group 4: Future Outlook - The bond ETF market is expected to continue its steady growth as the bond market develops and investor understanding of bond ETFs deepens [7][10]. - The expansion of bond ETF varieties and improvements in trading mechanisms are anticipated to enhance market recognition and acceptance [10].
创纪录新高!散户冲进来了
Ge Long Hui A P P· 2025-07-06 07:14
Group 1: Banking Sector Performance - The banking sector has seen significant growth, with 15 bank stocks reaching historical highs this year, representing 35.7% of the total 42 bank stocks [1] - The median increase in the banking sector's stock prices is 18.7%, compared to a mere 1.2% increase in the CSI 300 index during the same period [1] - The total market capitalization of the banking sector has risen to 15.96 trillion yuan, an increase of 2.38 trillion yuan from the end of 2024 [1] Group 2: ETF Performance - The Bank AH Preferred ETF has increased by 25.84% this year, while several other bank ETFs have also shown strong performance, with increases exceeding 20% [3] - The total number of bank ETFs has expanded, with the first batch of 10 technology innovation bond ETFs set to launch, potentially increasing the total number of bond ETFs to 39 [11][12] Group 3: Insurance Capital Movements - Insurance capital has accelerated its stake acquisitions in the capital market, with 18 instances of stake purchases recorded in 2025, nearing the total of 20 for the entire year of 2024 [5] - Bank stocks have become a primary target for these stake acquisitions, indicating a growing interest from insurance companies in the banking sector [5] Group 4: IPO Developments - There is a resurgence in IPO activities for mainland bank stocks, with Dongguan Bank and Nanhai Rural Commercial Bank updating their financial documents for IPO applications [6] - Currently, there are six banks waiting for IPO approval on the Shenzhen and Shanghai stock exchanges [6]
“新”向未来——平安基金2025年中期投资策略会投研观点新鲜出炉!
Sou Hu Cai Jing· 2025-06-26 09:08
Economic Overview - In the first half of 2025, China's economy is showing resilience and a positive trend due to coordinated policies aimed at stabilizing the market, expanding domestic demand, and promoting openness [1] - The external geopolitical risks and internal profit differentiation are critical for breaking through in the latter half of the year [1] Investment Opportunities - The rapid development of artificial intelligence (AI) technology is expected to lead a new wave of technological revolution, providing significant growth potential for the tech industry [3] - The Chinese innovative pharmaceutical industry is entering a "golden year," with opportunities for commercialization in domestic medical insurance, overseas licensing of domestic innovative drugs, and capitalizing on industry cycles and valuation opportunities [4] - The humanoid robot industry is anticipated to become a golden investment track, with China playing a crucial role in global production and technological advancements [5][6] - New consumption trends are emerging, focusing on spiritual consumption, cost-effective products, and brands going overseas, with specific attention on sectors like trendy toys and domestic cosmetics [7] Sector Insights - The semiconductor, innovative pharmaceuticals, and military industries are highlighted as sectors with long-term investment potential, particularly in the context of China's economic transformation [8] - The automotive industry is shifting towards smart technology, with a focus on intelligent vehicles as a core competitive advantage [12] Market Strategies - Investment strategies should focus on low-valuation consumer stocks and cyclical sectors, particularly those maintaining stable profits during economic downturns [9] - AI-related investments are recommended, especially in AI infrastructure and applications, as the market is expected to see significant growth in the coming years [10][11][17] Fund Performance - The Ping An Company Bond ETF has shown strong credit quality and liquidity, becoming a leading choice for various investor groups [16] - The Ping An AI ETF is positioned well for investment, with the AI sector being a key driver of the new technological revolution [17] - The China A50 Index is recognized for its focus on industry leaders and balanced sector structure, making it a valuable tool for enhancing investment in core Chinese assets [18]
平安公司债ETF基金经理王郧:公司债ETF规模超180亿 为全市场首只中高等级信用债ETF
Quan Jing Wang· 2025-06-26 07:57
Core Insights - The article discusses the investment strategy of Ping An Fund for the mid-2025 period, highlighting the performance and features of the Ping An Company Bond ETF, which is the first high-grade credit bond ETF in the market and the first Smart Beta bond ETF [1] Group 1: ETF Overview - The Ping An Company Bond ETF (code: 511030) was established on December 27, 2018, and tracks the China Bond High-Grade Corporate Bond Spread Factor Index, comprising over 1,600 sample bonds across 23 primary industries [1] - As of June 13, 2025, the ETF's scale reached 18.276 billion, making it the third-largest credit bond ETF in the market, with a significant increase from over 15 billion earlier this year [1] Group 2: Performance and Liquidity - The ETF has a high credit quality, with its underlying index and bond ratings both at AAA, and over 98% of its implied ratings at AA+ [2] - The ETF has seven market makers, including major institutions like CITIC and Galaxy, with an average daily trading volume of 460 million in 2024, peaking at 1.29 billion on a single day [2] - Since its inception, the ETF has outperformed the full-price index and benchmark, achieving an annualized return of over 2.9%, with a return of 3.62% in 2024 and 3.38% in 2023, along with cumulative dividends of nearly 750 million [2] Group 3: Target Audience and Applications - The Ping An Company Bond ETF caters to a diverse range of investors, including insurance clients, bank proprietary clients, private equity, and individual investors [3] - It has been included in the China Clearing General Pledge Library, providing investors with various applications such as adjusting portfolio duration and yield, obtaining liquidity, and enhancing holiday returns [3]
影响市场重大事件:夏季达沃斯论坛将举行,外交部期待为世界经济注入更多稳定性确定性
Mei Ri Jing Ji Xin Wen· 2025-06-23 23:43
Group 1 - The Ministry of National Security emphasizes that technological self-reliance is crucial for national security, highlighting the need for coordinated development and security to address risks in the tech sector [1] - The Summer Davos Forum is expected to enhance global economic stability and cooperation, with record attendance indicating a strong commitment to economic globalization and trade [2] - The total market size of bond ETFs has surpassed 352.41 billion, with two ETFs crossing the 50 billion mark, indicating a growing interest in bond investments [3] Group 2 - Huawei collaborates with Softcom and other partners to develop intelligent robots for manufacturing, focusing on humanoid robots for various applications [4] - A breakthrough in bidirectional high thermal conductivity graphite film has been achieved, which could provide critical materials for high-power device thermal management [5] - Guangzhou aims for over 90% of new cars to be L2 or higher level intelligent connected vehicles by 2027, indicating a strong push towards smart and connected automotive technology [6] Group 3 - Concerns about a potential recession in the U.S. have been raised, with predictions of a 25% drop in the S&P 500 index, reflecting investor anxiety [7] - The Chinese government is initiating a special rectification campaign in the government procurement sector to address various illegal activities, which may impact procurement practices [8] - China is actively participating in international scientific programs, including ITER and other major initiatives, showcasing its commitment to global scientific collaboration [9][10]