登录新浪财经APP 搜索【信披】查看更多考评等级 2026年开年，公募基金行业违规销售争议率先登上热搜。 永赢基金旗下两只热门产品因无资质大V带货单日吸金近百亿受到市场高度关注。 虽然永赢基金采取紧急限购补救，但依然暴露了公司合规审核的漏洞，而其产品收益走势波动剧烈、基 金经理风格激进、规模无序膨胀等多重隐忧，也为投资者敲响警钟。 来源：翠鸟资本 文|翠鸟资本 违规带货引关注 1月12日，财经大V"爱理财的小羊"通过社交平台推介永赢基金旗下高端装备智选、信息产业智选两只 混合基金，以"梭哈人工智能""卫星互联网赛道必赚"等煽动性话术，引导粉丝集中申购。 数据显示，当日这两只产品合计吸金近百亿，规模较前一日暴涨超十倍。然而，该大V既无基金从业资 质，也未获得基金代销授权，其与永赢基金疑似存在的"带量返点"合作，已涉嫌违反《证券投资基金销 售管理办法》，属于非法经营范畴。 直至1月13日，永赢基金才紧急发布公告，于1月14日起对上述两只产品实施个人投资者单日单账户100 万元的申购上限，试图降温流动性风险。但此时，违规推介已造成既定影响，市场质疑永赢基金为追求 规模增长，对渠道合作的合规性审核流于形式，漠视投资者 ...

近日，公募基金行业再次被"单日吸金百亿"的爆款传闻点燃。市场消息称，德邦基金旗下产品德邦稳盈 增长混合于1月12日一日内涌入120亿元资金。尽管德邦基金未予证实，但连续发布的限购公告以及净值 表现的剧烈反差，似乎印证了资金蜂拥而至的态势。 近年来，从永赢基金的"智选"系列产品以超200%收益拿下年度公募基金市场冠军，到德邦基金重仓押 注AI应用主题的产品吸引市场目光，一批以"高锐度、高集中、高波动"为特征的"工具基"快速崛起，成 为行业黑马。然而，在惊人的收益涨幅与资金虹吸效应背后，风格极致化带来的净值大起大落、原持有 人潜在的利益摊薄、基金风格漂移，以及投资者能否承受巨大波动等质疑，逐步浮出水面。 爆款背后： 重仓"AI应用"，产品成立近9年跑输基准近20个百分点 2026年开年，AI应用概念一度接棒商业航天，成为A股最热的投资风口。德邦基金旗下的德邦稳盈增长 混合精准踩中这一风口。该基金2025年三季报显示，前十大重仓股市值占基金净值比例高达70.27%， 且均为万兴科技、卓易信息、光云科技等AI应用概念股。1月9日，该产品单位净值暴涨9.24%，市场热 度持续攀升。 1月12日，有市场消息称，德邦稳盈增 ...

Core Insights - The article discusses the performance of ESG mutual funds during the observation period from September 15 to September 19, 2022, highlighting a decline in returns for most fund categories except for broad ESG-themed index funds [1] - The broad ESG-themed funds continue to lead, with active funds showing an average weekly return of 7.01% and index funds at 4.55% [1] - Pure ESG-themed funds experienced a significant drop in returns, with active funds averaging 1.21% and index funds at 0.17%, and three funds reported losses [1] Fund Performance Summary - The top-performing broad ESG-themed active funds include: - "浦银安盛ESG责任投资A" with a weekly return of 2.18% and a total return since inception of -6.87% [3] - "兴证全球可持续投资三年定开" with a weekly return of 1.86% and a total return since inception of 38.05% [3] - The top-performing broad ESG-themed index funds include: - "鹏华国证ESG300ETF" with a weekly return of 0.39% and a total return since inception of 2.91% [6] - "国联安国证ESG300ETF" with a weekly return of 0.39% and a total return since inception of 16.12% [6] Fund Classification and Methodology - ESG funds are categorized into two main types: ESG-themed funds and broad ESG-themed funds, further divided into active and index funds based on investment strategies [8] - The weekly rankings are compiled from operational public funds, excluding those that have been liquidated, and will include ESG bond funds in future rankings [8]

Core Insights - The latest ESG public fund weekly ranking shows that all listed funds experienced gains during the observation period from August 4 to August 8, with an average return of 5.31% for broad ESG-themed actively managed products and 2.69% for broad ESG-themed index products [1][2] - Actively managed pure ESG-themed funds outperformed index funds, achieving an average return of 3.1% compared to 1.26% for index funds [1][2] ESG Themed Actively Managed Funds - The top-performing actively managed ESG-themed funds include: - Dongfanghong ESG Sustainable Investment A with a weekly return of 4.87% and a net value of 0.931 [2] - Zhongyin ESG Theme A with a weekly return of 4.74% and a net value of 1.0982 [2] - Huabao Sustainable Development Theme A with a weekly return of 3.95% and a net value of 0.9313 [2] Broad ESG Themed Actively Managed Funds - The top-performing broad ESG-themed actively managed funds include: - Yongying New Energy Smart Selection A with a weekly return of 10.15% and a net value of 0.4114 [3] - Tihua Carbon Neutral Theme A with a weekly return of 8.42% and a net value of 1.6554 [3] - Green Carbon Neutral Theme A with a weekly return of 4.98% and a net value of 1.4218 [3] ESG Themed Index Funds - The top-performing ESG-themed index funds include: - Rongtong Zhongzheng Shitong Central Enterprise ESG ETF with a weekly return of 1.73% and a net value of 1.0213 [5] - Gongge Zhongzheng 180 ESG ETF with a weekly return of 1.65% and a net value of 0.9707 [5] - Yinhua Huazheng ESG Leading with a weekly return of 1.41% and a net value of 0.9972 [5] Broad ESG Themed Index Funds - The top-performing broad ESG-themed index funds include: - Yifangda Guozheng New Energy Battery ETF with a weekly return of 3.74% and a net value of 1.4408 [6] - Guangfa Guozheng New Energy Battery ETF with a weekly return of 3.72% and a net value of 1.2828 [6] - Yifangda Guozheng New Energy Battery Link A with a weekly return of 3.53% and a net value of 1.2008 [6] Ranking Methodology - The ESG public fund database includes only actively managed products that are operational, excluding those that have been liquidated. The database will also incorporate ESG bond funds in future rankings [7] - ESG funds are categorized into two main types: ESG-themed funds and broad ESG-themed funds, further divided into actively managed and index funds [7]