汇泽灵活配置开放式混合类理财产品

Search documents
混合类理财三季度收益分化 4只收益率超20% 近4成低于1%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-23 15:45
2025年三季度,A股市场呈现显著的结构性牛市特征,科技成长与高端制造板块引领指数上行。三季度 (7月1日至9月30日,下同)创业板与科创板表现尤为突出,创业板指涨幅超过50%,科创板涨幅超过 40%。上证指数和深证成指更是突破了自2019年4月起单季度涨幅的新高,上涨分别达到12.73%和 29.25%。具体到细分板块来看,新能源、人工智能、半导体及有色金属等细分领域涨幅居前。 二、混合类公募产品整体表现 数据说明: 产品统计范围为理财公司混合类理财公募产品,统计截止日期为2025年9月30日,统计区间为2025年三 季度。 一、市场表现 排名第二的是汇华理财的"汇泽灵活配置开放式混合类理财产品",产品2025年半年报显示,该产品同时 配置了权益类资产(71%)、国债(15.48%)以及现金及银行存款(13.53%)。具体到前十项资产配置 情况来看,产品持仓福达股份、长源东谷、中鼎股份、凌云股份、蓝黛科技等汽车零部件、技术硬件与 设备板块的股票,其中长源东谷和中鼎股份在三季度涨幅分别达到47.26%、41.61%。 汇华理财认为权益市场在2025年上半年呈现指数中枢低斜率上涨且波动较大的特征,未来经济基本面 ...
混合类理财三季度收益分化,4只收益率超20%,近4成低于1%
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-23 07:49
Core Viewpoint - The report highlights the performance of mixed public fund products in the third quarter of 2025, showcasing significant growth in the A-share market, particularly in technology and high-end manufacturing sectors, with several products achieving notable returns [5][6]. Market Performance - In Q3 2025, the A-share market exhibited a structural bull market, with the ChiNext Index rising over 50% and the STAR Market increasing by over 40%. The Shanghai Composite Index and Shenzhen Component Index reached new highs since April 2019, with increases of 12.73% and 29.25% respectively [5]. - Key sectors such as new energy, artificial intelligence, semiconductors, and non-ferrous metals showed the highest growth rates [5]. Mixed Public Fund Performance - The average net value growth rate for mixed public fund products was 2.15% in Q3 2025, with only 4 products exceeding a 20% growth rate. Approximately 40% of the 1196 sample products had returns below 1%, and 14 products reported negative returns [6]. - Seven asset management companies had products listed in the top rankings, with Ningyin Wealth Management, Huihua Wealth Management, and Xingyin Wealth Management each having two products featured [6]. Product Analysis - The top-performing product, "Ningyin Mixed Carbon Neutral Open-End Fund No. 1," achieved a net value growth rate of 26.07%, benefiting from significant gains in the new energy and non-ferrous metal sectors. The product's stock investments accounted for 54.84% of its portfolio, with top holdings including Ningde Times and Zijin Mining, which saw respective increases of 59.96% and 52.14% [7][8]. - The second-ranked product, "Huizhe Flexible Allocation Open-End Fund," had a net value growth rate of 21.86% and was diversified across equity assets (71%), government bonds (15.48%), and cash (13.53%). Key holdings included automotive and technology stocks, with notable gains from Changyuan Donggu and Zhongding Holdings [7][8].