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首次!这家个人系基金宣布增资
Zhong Guo Jing Ji Wang· 2025-07-31 05:59
个人系基金公司汇泉基金迎来成立后的首次增资。 汇泉基金增加注册资本金468万元 7月31日,汇泉基金发布公告称,经公司2025年度第一次临时股东大会审议通过,同意梁永强、孟朝霞 和柴玏以现金出资方式向公司注资合计468万元。增资事项已完成,公司的注册资本由10000万元增加至 10468万元。 今年1月,汇泉基金原督察长寻卫国转任公司副总经理,同时,任命张强为公司督察长。今年3月,寻卫 国因个人原因离任,任期不足两个月。 成立五年规模下滑,权益投资业绩欠佳 作为一家个人系基金公司,汇泉基金成立于2020年6月,至今已满五周年,其公募管理规模却一直未有 明显起色。 Wind数据显示,2021年三、四季度,公司管理规模在35亿元左右,此后下滑至20亿元附近。截至今年 二季度末,汇泉基金的公募管理规模为24.38亿元。 目前公司旗下有10只基金,产品投资范围涵盖主动权益、量化策略、固收等领域。其中,混合型基金有 7只,合计规模接近14亿元;债券型基金有3只,合计规模不到10亿元。 成立初期,汇泉基金主推权益类产品,但当时恰逢2021年核心资产估值处于高位,新能源、医药等赛道 迎来持续调整。 来自国泰海通证券的数据显 ...
首次!这家个人系基金宣布增资,旗下产品业绩全面落后
Zhong Guo Ji Jin Bao· 2025-07-31 04:51
Group 1 - Huiquan Fund has completed its first capital increase since its establishment, raising 4.68 million yuan, bringing its registered capital from 100 million yuan to 104.68 million yuan [2][4] - The current shareholding structure includes Yang Yu (52.83%), Liang Yongqiang (29.61%), Meng Zhaoxia (2.01%), and others, with three limited partnerships each holding 4.68% [2][4] - The company has experienced frequent changes in its executive team this year, including the resignation of Liang Yongqiang as general manager and the appointment of Chen Hongbin in his place [2][5] Group 2 - Since its establishment in June 2020, Huiquan Fund has not seen significant growth in its public fund management scale, which has declined from around 3.5 billion yuan in late 2021 to approximately 2 billion yuan as of the second quarter of this year [5][6] - As of the end of the second quarter, Huiquan Fund's public fund management scale was 2.438 billion yuan, with 10 funds under management, including 7 mixed funds and 3 bond funds [6][7] - The performance of Huiquan Fund's equity investments has been poor, with a three-year return of -41.13%, ranking 153rd out of 156 fund managers [6][7]
首次!这家个人系基金宣布增资,旗下产品业绩全面落后
中国基金报· 2025-07-31 04:46
Core Viewpoint - Huiquan Fund has completed its first capital increase since its establishment, raising 4.68 million yuan, which brings its registered capital from 100 million yuan to 104.68 million yuan [4][5]. Group 1: Capital Increase Details - The capital increase was approved during the first extraordinary shareholders' meeting of 2025, with contributions from Liang Yongqiang, Meng Zhaoxia, and Chai Lei totaling 4.68 million yuan [4]. - The current shareholding structure includes Yang Yu (52.83%), Liang Yongqiang (29.61%), Meng Zhaoxia (2.01%), Chai Lei (1.51%), and three limited partnerships each holding 4.68% [4][5]. Group 2: Company Performance and Management Changes - Since its establishment in June 2020, Huiquan Fund has seen a decline in its public fund management scale, which dropped from around 3.5 billion yuan in late 2021 to approximately 2 billion yuan by mid-2023 [7]. - As of the end of Q2 this year, the total public fund management scale was reported at 2.438 billion yuan, with 10 funds under management, including 7 mixed funds and 3 bond funds [7][8]. - The company has experienced frequent changes in its executive team, with Liang Yongqiang stepping down as general manager in June 2023, and Chen Hongbin taking over the position [5]. Group 3: Investment Performance - Huiquan Fund's equity investment performance has been poor, with its equity funds yielding a return of -41.13% over the past three years, ranking 153rd out of 156 fund managers [8]. - The flagship product managed by Liang Yongqiang has a return of -46.83% since its inception in July 2021, while Yang Yu's fund has performed better with a return of 30.82% over the past year [9].
汇泉基金“元老级”高管离任,陈洪斌正式接棒,如何解决规模困局
Bei Jing Shang Bao· 2025-06-22 14:45
Core Viewpoint - The recent departure of senior executives at Huiquan Fund, including the resignation of General Manager Liang Yongqiang, raises concerns about the company's stability and future growth potential, while the appointment of Chen Hongbin as the new General Manager may bring fresh perspectives and expertise to improve asset allocation capabilities [1][4][8]. Group 1: Executive Changes - Liang Yongqiang, a veteran in the public fund industry and the second-largest shareholder of Huiquan Fund, has left the company due to work adjustments, with Chen Hongbin taking over as General Manager [1][4]. - Chen Hongbin has extensive experience in the financial sector, having held various senior positions in insurance and banking, which may enhance the company's appeal to investors [5][9]. - The appointment of new executives, including Vice General Manager Chai Le, follows a recent trend of high turnover in the company's leadership, which could impact employee morale and company culture [5][8]. Group 2: Company Performance and Challenges - Huiquan Fund, established five years ago, has seen a decline in its asset size from a peak of 35.87 billion yuan to 24.33 billion yuan, indicating challenges in retaining and attracting investments [6][8]. - The fund currently manages 21 products, with mixed performance; some funds have underperformed compared to their peers, highlighting potential weaknesses in asset allocation strategies [7][8]. - The average return of the fund's active equity products over the past year is 2.77%, with some products significantly underperforming, which may affect investor confidence [7][8]. Group 3: Future Outlook - The new leadership under Chen Hongbin is expected to focus on improving investment strategies, risk management, and enhancing client services to attract and retain investors [9]. - The ability to redefine company culture and strategy amidst executive changes presents an opportunity for Huiquan Fund to strengthen its market position [5][8].