招卓专精特新权益类理财计划(产品代码:103804)
Search documents
沪指4000点震荡,“专精特新”权益理财产品近一年涨超34%
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-12 13:04
Core Insights - The A-share market has shown significant growth over the past year, with all three major indices rising over 20%, and the ChiNext Index leading with a gain of over 50% [1] - Equity wealth management products have also performed well, with an average net value growth rate of 23.31% over the past year, and 35 products recording positive returns [1] - The top-performing product, "Yangguang Hong New Energy Theme A" from Everbright Wealth Management, achieved a net value growth rate of 77.02%, indicating a high-risk, high-reward profile [2] Group 1: Market Performance - The Shanghai Composite Index fluctuated around the 4000-point mark, briefly surpassing it on November 6 before falling below it again [1] - The average daily trading volume exceeded 2 trillion yuan, with financing balances returning to 2.48 trillion yuan as of November 6 [1] - The small-cap stock index, CSI 1000, rose nearly 38% over the past year, outperforming the Shanghai and Shenzhen indices [2] Group 2: Product Performance - Among the equity wealth management products, 18 out of 35 recorded net value growth rates exceeding 20%, while five products had single-digit growth rates [1] - The "Zhaozhuo Specialized and Innovative Equity Wealth Management Plan" from China Merchants Bank achieved a net value growth rate of 34.10%, ranking sixth on the list [2] - The "Zhaozhuo Specialized and Innovative Equity Wealth Management Plan" focuses on small-cap growth stocks and has a high asset allocation in equity investments, with 84.19% of its assets in this category [3]