数据说明： 产品统计范围为理财公司权益类理财公募产品，统计截止日期为2025年10月23日，统计区间为近一年。 榜单排名来自理财通AI全自动化实时排名，如您对数据有疑问，请在文末联系助理进一步核实。 | ਹਾ ਕੁੱ | 产品名称 | 管理人 | 净值增长 ਲ ਕੁ | 最大回撤 | | --- | --- | --- | --- | --- | | (1) | 阳光红新能源主题A | 光大理财 76.53% | | 19.48% | | | 华夏理财员 ■ = HEW 产品6号(微 盘成长低波指数) | 华夏理财 | 50.67% | 15.57% | | | 华夏理财员 算力指数) | 华夏理财 44.19% | | 20.04% | | 4 | 华夏理财天工日开理财产品4号(新 型储能指数) | 华夏理财 | 42.97% | 16.36% | | 5 | 华夏理财天工日开理财产品8号(贵 金属指数) | 华夏理财 42.31% | | 12.50% | | 6 | 阳光红ESG行业精选 | 光大理财 36.16% | 10.80% | | --- | --- | --- | --- | | 7 | 华 ...

Market Performance - In Q3 2025, the A-share market showed strong performance, with the ChiNext Index rising over 50%, while the Shanghai Composite Index and Shenzhen Component Index increased by 12.73% and 29.25% respectively, marking the highest quarterly gains since April 2019 [4] - The total trading volume in the A-share market reached 139.24 trillion yuan in Q3 2025, with a cumulative total of 301.92 trillion yuan for the first three quarters, surpassing the total trading volume of 257.28 trillion yuan for the entire year of 2021, setting a new record for A-shares [5] Sector Performance - Among the 31 Shenwan industry indices, TMT-related sectors performed exceptionally well, with telecommunications, electronics, power equipment, and non-ferrous metals all seeing gains exceeding 40% [6] Product Performance - The hot market led to a positive performance for equity public funds in Q3, with an average net value growth rate of 16.02%. Out of 40 sample products, 12 had growth rates exceeding 20%, while only one product recorded a negative return [7] - The top-performing products were heavily focused on strong industry attributes, particularly in new energy, AI computing power, and new energy storage, with the top three products achieving growth rates of 51.78%, 46.55%, and 43.99% respectively [8] Notable Products - The "Tian Gong Ri Kai Financial Product No. 5 (AI Computing Power Index)" from Huaxia Wealth achieved a net value growth rate of 46.55% in Q3, ranking second on the list. This high-risk product had a significant annualized volatility of over 31% [9] - The "Bai Bao Xiang Stock Preferred Weekly Open No. 1" ranked fourth, with a diversified asset allocation including 52.60% equity assets and 32.27% in public funds. However, its past performance has shown negative returns for the years 2022, 2023, and 2024 [10]

数据说明： 产品统计范围为理财公司权益类理财公募产品，统计截止日期为2025年9月30日，统计区间为2025年三 季度。 榜单排名来自理财通AI全自动化实时排名，如您对数据有疑问，请在文末联系助理进一步核实。 （图片来源：Wind） 行情向好，市场交易量大幅活跃。据Choice数据，2025年三季度A股总成交金额139.24万亿元，前三季 度共301.92万亿元，超过2021年全年成交金额257.28万亿元，刷新A股新纪录。 分板块看，31个申万行业指数中，TMT相关行业表现亮眼，通信、电子、电力设备、有色金属4个行业 涨幅居前，均超过40%。 | | 皿大壮州川 XJ | | | | | | --- | --- | --- | --- | --- | --- | | 7 | 民生理财金竹FOF一年持 有期1号理财产品 | 民生理财 22.66% | | 4.37% | 10.47% | | 8 | 中信理财之睿赢精选权益 周开净值型人民币理财产 | 信银理财 | 22.55% | 1.21% | 9.16% | | | 品 | | | | | | 9 | 招银理财招卓沪港深精选 周开一号权益类理财计划 | ...

数据说明： 节后首个交易日（2025年10月9日）A股迎来"开门红"，三大指数集体收涨，沪指突破3900点，再创十 年新高。拉长时间维度看，Wind数据显示，近6个月（4月11日-10月10日，下同）A股三大指数均涨超 20%，其中代表高成长高弹性的创业板指大涨超60%。 火热的行情下，权益类理财产品亦有不错表现。南财理财通数据显示，截至10月10日，近6个月，理财 公司权益类公募理财净值增长率均值为20.43%，36只样本产品均录得正收益。其中有18只权益类理财 产品净值增长率超20%，但招银理财"招卓价值精选权益类理财计划"、光大理财"阳光红300红利增 强"等8款产品净值增长率仅为个位数，收益率垫底。 产品统计范围为理财公司权益类理财公募产品，统计截止日期为2025年10月10日，统计区间为近6个 月。 本期榜单共有5家理财公司上榜。其中，华夏理财上榜4只，信银理财和光大理财各上榜2只。 具体到产品看，光大理财"阳光红新能源主题A"涨幅居榜首，近6个月净值增长率56%。此外，布局储 能、风力发电新能源细分赛道的华夏理财两只产品"天工日开理财产品4号(新型储能指数)"、"天工日开 理财产品9号(风力发电指 ...

完成全国首笔专精特新企业认股权行权投资、落地全国首单银行理财直接参与上市公司定增项 目……2025年，光大理财在服务实体经济和国家战略中亮点频频。 笔者从光大理财处获悉，截至8月末，光大理财在科技金融领域的投资余额近3 0 0亿元，累计 与2 7 0余家科创企业签署认股权合作协议；在绿色金融方面的投资余额已超过7 0 0亿元，切实 推动了地区生态改善与企业绿色转型。 这些突破性尝试的背后，是光大理财对国家宏观战略的深度解读与市场化能力的持续构建。 其通过"投贷联动"陪伴科创企业成长、依托绿色债券工具支持能源转型的打法，不仅拓宽了 理财资金服务实体经济的路径，也为行业提供了可借鉴的范本。 锚定"硬科技"，打造从"信贷"到"股权"的赋能闭环 近日，据笔者了解，光大理财已完成对某工业软件头部企业的认股权行权，该笔投资或为全 国首笔专精特新企业认股权行权投资，标志着理财资金通过认股权业务服务科创企业实现了 从融资支持到深度赋能的历史性跨越，实现了从债权融资到股权投资的闭环操作。 近年来，半导体产业成为全球科技竞争的重要领域。然而，由于外部环境的影响，面临着一 系列的地缘政治挑战和限制，极大制约了国内半导体产业的发展。 ...

Core Insights - The A-share market has shown a rebound since the second quarter of 2025, with improved investor sentiment and market conditions, leading to positive performance in equity products [4][5] - Over the past six months, 36 equity public funds achieved positive returns, with an average net value growth rate of 15.12% and an average maximum drawdown of 10.32% [4] Group 1: Performance of Financial Products - Five financial companies had products listed, with Huaxia Wealth featuring five products, Xinyin Wealth with two, and Everbright Wealth, Zhaoyin Wealth, and Ningyin Wealth each with one [5] - The top three products by net value growth rate over the past six months are Huaxia Wealth's "Tian Gong Daily Open Financial Product No. 8 (Precious Metals Index)" at 44.24%, Everbright Wealth's "Sunshine Red New Energy Theme A" at 38.90%, and Xinyin Wealth's "Baibao Elephant Stock Preferred Weekly Open No. 1" at 34.44% [5] Group 2: Asset Allocation and Holdings - Huaxia Wealth's "Tian Gong Daily Open Financial Product No. 8 (Precious Metals Index)" primarily invests in equities, with a holding ratio of 90.95%, benefiting from a 59.89% increase in gold prices this year [5] - Everbright Wealth's "Sunshine Red New Energy Theme A" allocates 81.6% to equity assets and 18.4% to fixed income, with top holdings including Xian Dao Intelligent, Jia Yuan Technology, and Ningde Times [5] - The "Baibao Elephant Stock Preferred Weekly Open No. 1" product has a diversified allocation of 52.60% in equity assets, 32.27% in public funds, and 14.62% in cash and bank deposits, showing a recovery in net value since April 2025 [5]

Core Viewpoint - The A-share market has shown strong performance, with the Shanghai Composite Index rising 7.97% in August, marking its best performance in nearly 11 months, while the Shenzhen Component Index and the ChiNext Index rose 15.32% and 24.13%, respectively [4][5]. Group 1: Market Performance - The A-share market is expected to continue a slow bull market, despite potential short-term fluctuations [4][5]. - The average return of equity-based wealth management products over the past year reached 36.88%, with a maximum drawdown of 12.81% and an annualized volatility of 21.30% [5]. - Eight equity-based wealth management products achieved returns exceeding 50% in the past year [5]. Group 2: Sector Insights - The proliferation of AI applications is driving explosive growth in computing power demand, with the AI computing power index showing a one-year annualized increase of 173.47%, significantly outpacing the 37.19% increase of the CSI 300 index during the same period [5]. - The "Tian Gong Ri Kai Wealth Management Product 5" (AI Computing Power Index) from Huaxia Wealth Management has seen a remarkable increase of over 95% in the past year, ranking first among similar products [5]. Group 3: Institutional Perspectives - Institutions like GF Securities and Guotai Junan Securities express optimism about the A-share market, citing factors such as capital market reforms, stable liquidity, and improved risk preferences as supportive of continued strong performance [4]. - The establishment of a "bull market mentality" is noted, with a positive feedback loop of capital inflow and profit generation [4].

Core Insights - The article highlights the performance of equity public funds in China, with significant growth in net value and a notable number of products achieving positive returns over the past year [4]. Group 1: Performance Metrics - The average net value growth rate for equity public funds over the past year is 28.74%, with an average maximum drawdown of 12.85% [4]. - The top-performing product, "Tian Gong Ri Kai 6 Hao (Micro Plate Growth Low Volatility Index)" from Huaxia Wealth Management, achieved a net value growth rate of 71.69% [4]. - Other notable products include "Tian Gong Ri Kai 5 Hao (AI Computing Power Index)" and "Tian Gong Ri Kai 2 Hao (Digital Infrastructure Index)" with growth rates of 62.49% and 53.60%, respectively [4]. Group 2: Market Trends - As the equity market strengthens, there is a rising interest in index investments, prompting several wealth management companies to launch new indices [5]. - Recent launches include the "Zhongxin-招商银行理财SMARP稳健" index aimed at capturing multi-asset opportunities and the "Zhongxin-华夏理财公募REITs精选" index focusing on REITs categorized by asset type [5]. Group 3: Product Status - Despite the positive performance, 37.5% of the equity public funds are still in a state of loss, indicating a mixed performance landscape [4]. - Specific products in this category include "Yangguang Hong New Energy Theme A" and "Yangguang Hong ESG Industry Selected" from Everbright Wealth Management, which are among those with lower performance [4].

数据说明： 产品统计范围为理财公司权益类理财公募产品，统计截止日期为2025年7月31日，统计区间为近一年。 榜单排名来自理财通AI全自动化实时排名，如您对数据有疑问，请在文末联系助理进一步核实。 | 00 कुव | 产品名称 | 管理人 | 净值增长 23 | 最大回撤 | 年化波动 22 | | --- | --- | --- | --- | --- | --- | | | 天工日开6号(微盛成 | 华夏理财 | 60.37% | 15.57% | 22.74% | | | 长低波指数) | | | | | | | | 销售机构:华夏银行 | | | | | | 天 | 华夏理财 | 50.43% | 12.39% | 26.41% | | | 小年号 | | | | | | | | 销售机构:华夏银行 | | | | | | 天 二十之三(约字基 | 华夏理财 | 45.49% | 15.64% | 18.60% | | | 488年指定为 | | | | | | | | 销售机构:华夏银行 | | | | | --- | --- | --- | --- | --- | --- | | 4 | 天 日 ...