招商优势企业混合C
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金桥信息连跌5天,招商基金旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-08-11 14:19
Group 1 - The core point of the article highlights that Jinqiao Information has experienced a decline in stock price, with a cumulative drop of -9.50% over five consecutive trading days [1] - Jinqiao Information Co., Ltd. was established in 1994 and listed on the Shanghai Stock Exchange in 2015, with over 700 employees and more than 20 branches nationwide [1] - The financial report indicates that the "Zhaoshang Advantage Enterprise Mixed A" fund has entered the top ten shareholders of Jinqiao Information, marking its new entry in the second quarter of this year [1] Group 2 - The "Zhaoshang Advantage Enterprise Mixed A" fund has achieved a year-to-date return of 25.34%, ranking 792 out of 4147 in its category [1] - The fund manager, Lu Wenkai, has a strong academic background with a bachelor's degree in accounting from Tongji University and a master's degree in business administration from Shanghai University of Finance and Economics [3] - Lu Wenkai has extensive experience in the finance industry, having worked in various roles at Deloitte, Shenyin Wanguo Securities, HSBC Jintrust, and other asset management firms before joining Zhaoshang Fund Management in 2022 [3][4]
翟相栋离任招商优势企业混合
Zhong Guo Jing Ji Wang· 2025-08-11 07:28
Group 1 - The core point of the news is the announcement of the resignation of Zhai Xiangdong from the position of fund manager for the China Merchants Advantage Enterprises Mixed Fund [1] - Zhai Xiangdong joined China Citic Securities Co., Ltd. in June 2015 as a TMT researcher and later worked at Shijue Investment Management Co., Ltd. before joining China Merchants Fund Management Co., Ltd. in June 2020 [1] - The China Merchants Advantage Enterprises Mixed Fund A was established on February 1, 2012, and has a year-to-date return of 23.88% and a cumulative net value of 5.6551 yuan as of August 8, 2025 [1] Group 2 - The fund manager change is classified as the dismissal of the fund manager, with Lu Wenkai being the other co-manager of the fund [2] - The fund has shown significant performance since its inception, with a total return of 465.51% for Fund A and 75.89% for Fund C, which was established on January 30, 2023 [1][2] - The announcement is made in accordance with the guidelines for managing investment personnel and the regulations for public offering securities investment funds [2]