第一创业可转债灵活配置1号
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券商资管产品近一年业绩出炉!中信资管指增产品居第2!国泰海通、国金资管分别夺冠!
私募排排网· 2025-09-18 07:33
Core Viewpoint - The total scale of asset management products in China reached 75.38 trillion yuan as of Q2 2025, with significant contributions from securities companies and their subsidiaries [1][2]. Group 1: Asset Management Product Overview - The total scale of asset management products managed by securities companies and their subsidiaries is approximately 6.14 trillion yuan, with 10,903 collective asset management plans totaling about 30,866.67 billion yuan [1][2]. - As of September 17, 2025, 22 securities firms disclosed their collective asset management plan scales, with nine firms, including CITIC Securities and Guotai Junan, managing over 100 billion yuan each [2]. Group 2: Performance of Securities Asset Management Products - The average return for collective asset management products that have been established for over a year is 9.78%, with a median return of 3.53% [5]. - Among the various types of collective asset management products, stock-type products have the highest average return of 42.03%, while bond-type products have the most significant number at 1,930, with an average return of 3.89% [5][11]. Group 3: Top Performing Products - The top-performing mixed-type asset management products include "Guotai Junan Junxiang Yuanjian" and "Shiji Tianyi No. 1," with significant returns over the past year [6][7]. - The leading stock-type product is "CITIC Securities Zhisheng 500 Index Enhanced No. 1," which has shown impressive returns [11][13]. - The top FOF product is "Guojin Xinxiang Citaong No. 9 FOF," which has also demonstrated strong performance [14][20]. - The best-performing bond-type product is "Diyi Chuangye Convertible Bond Flexible Allocation No. 1," which has achieved notable returns [21][22].
透视券商资管债券型产品一季度收益水平:回报率领跑的“尖子生”是谁?
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-02 10:12
21世纪经济报道记者余纪昕 上海报道 因为3月份的月报现未发布,一季度完整统计区间的数据情况还未可知。不过,有券商资管产品渠道负 责人向记者透露,今年3月其所在机构主营的固收类产品受债市一度大幅下跌的影响,其间赎回情况还 是较为明显。 一季度"赛程"收官,券商资管债券型产品之间的业绩竞争正呈现白热化态势。 尤其在开年以来债券市场的持续高波动环境下,底层资产主要投向债券的券商资管产品在收益表现上明 显拉开了相当差距,"你追我赶"的角逐格局已然形成。 3月27日,中国证券投资基金业协会最新披露发布2月份的私募资管产品月报。记者梳理现有数据发现, 新增备案情况来看,今年1-2月合计新备案规模552亿元,相较去年1-2月同期的485.41亿元来说,规模增 长热度不减。 投资类型上,2月备案的私募资管产品中,固定收益类产品设立规模最大。其中固定收益类产品备案数 量为345只,设立规模达283.63亿元。从存续情况来看,截至今年2月底,私募资管中固收类产品存续数 量为15,951只,存续规模达90,440.19亿元,规模占比74.24%。固收类资管产品无论从数量还是规模上现 在都占据私募资管产品行业的主要地位。 时间聚焦 ...