沪深300指增ETF(562070)
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绩优量化投资团队掌舵,沪深300指增ETF(562070)今日正式上市
Xin Lang Cai Jing· 2025-12-25 07:30
Group 1 - The core point of the article is that Huabao Fund has launched its second index-enhanced ETF of the year, the CSI 300 Index Enhanced ETF (562070), which officially started trading on December 25, 2023, on the Shanghai Stock Exchange. This move is seen as beneficial due to the resilient macroeconomic environment and capital market reforms encouraging long-term investments, which favor core assets represented by the CSI 300 Index [1][26]. - The CSI 300 Index includes 300 blue-chip companies from the A-share market, reflecting the overall performance of the Chinese stock market. It covers 28 first-level industries and 60% of second-level industries, focusing on sectors like electronics, finance, power equipment, and food and beverage, which represent core production capacities in manufacturing and services [4][29]. - The CSI 300 Index has a significant market presence, accounting for 55% of total net profit, 23% of total market capitalization, and 86% of total trading volume in the A-share market over the past year [28]. Group 2 - The Huabao CSI 300 Enhanced ETF aims to effectively track the underlying index while employing quantitative methods for active portfolio management and strict risk control, striving to achieve investment returns that exceed those of the benchmark index [23][40]. - Since its establishment on December 9, 2016, the Huabao CSI 300 Enhanced Fund has demonstrated strong long-term performance, with a net value growth of 102% as of September 30, 2025, nearly double the benchmark growth rate [10][32]. - The fund's management fees are set at 0.80% per year, and the custody fees are 0.10% per year, which are competitive compared to similar strategies in the market [25][40].
这家绩优沪深300增强基金管理人,重磅上市“场内版”同名产品(562070)!
Sou Hu Cai Jing· 2025-12-25 06:15
2025年即将收官,ETF基金市场愈发火热。 12月25日,沪深300增强策略ETF这个热门赛道又一实力派选手——沪深300指增ETF(562070)正式在上海证券交易所上市交易。这只ETF也是华宝基金这 家"千亿ETF大厂"年内布局的第二只指数增强型ETF。 目前,A股市场整体持续回暖,慢牛的市场预期正在强化,沪深300指增ETF(562070)上市之后的表现值得期待。 沪深300指增ETF迎来实力派 伴随着越来越多的实力选手入场,指数增强型ETF已从一个创新小众品类,成长为一支成员众多的ETF实力队伍。和纯被动ETF相比,指数增强型ETF的价 值,就在于通过出色的量化研究,创造出强于标的指数的超额收益。 这对基金经理的主动管理能力,提出了更高的要求。公告信息显示,今日上市的"沪深300指增ETF"由王正、徐林明两位基金经理共同管理,足见华宝基金 对这只基金的重视。徐林明是华宝基金量化投资部总经理,王正是量化投资领域的实力干将。 "沪深300指增ETF"所基于的沪深300指数,代表的是中国核心资产中的核心,向来是权益配置的中流砥柱。截至2025年9月30日,以沪深300作为标的指数的 ETF规模占股票型ET ...
9年超额51个百分点!“量化双星”联手再战增强型ETF,新基(562070)今日重磅上市
Xin Lang Cai Jing· 2025-12-25 05:45
2025年即将收官,ETF基金市场愈发火热。 12月25日,沪深300增强策略ETF这个热门赛道又一实力派选手——沪深300指增ETF(562070)正式在 上海证券交易所上市交易。这只ETF也是华宝基金这家"千亿ETF大厂"年内布局的第二只指数增强型 ETF。 目前,A股市场整体持续回暖,慢牛的市场预期正在强化,沪深300指增ETF(562070)上市之后的表现 值得期待。 沪深300指增ETF迎来实力派 继今年8月发行成立了业内首批"创业板综增强ETF"之后,12月份,"千亿ETF大厂"华宝基金在指数增强 型ETF这个热门ETF品类上再落一子。 9年靓丽成绩:51个百分点超额收益 虽是一只新基金,背靠的则是精雕细琢的匠心投资手艺。徐林明领导的华宝基金量化投资团队,自2005 年开始,就致力于量化投资策略的研究,近20年的积累形成了一批有本土特色的量化研究成果,并且在 产品化的过程中不断进化完善。 同样由王正、徐林明两位基金经理共同管理的华宝沪深300增强基金,自2016年12月成立以来已运作了9 年时间,历经牛熊考验,展现出强劲的长期超额收益实力。2025年基金三季报显示,自基金成立至2025 年9月30 ...