Fund events | Public fund funds exceed 10,000!87 Internet interoperability list announced!"Carbon neutral" ETF was officially approved ...

Source: China Fund News APP

6.30 ★★★★★ ★ Number of public funds witness history! The number of public funds has just exceeded 10,000 &&

From the starting start of the public fund -raising industry in 1998, to the latest public offering funds exceeding 10,000, we once again witnessed history!

According to the latest data of the China Securities Investment Fund Industry Association, as of the end of May 2022, the number of public funds in my country reached 9,872, plus 135 new funds newly established in June this year. The total number of public funds that have been located at present in 20 funds has reached 10077, exceeding 10,000 mark, and it has set a milestone in the history of public funds.

Many fund industry insiders said that the total size of public fund management exceeds 26 trillion, and the number of funds exceeds 10,000. The overall explanation of public funding funds has achieved rapid development in recent years, the industry's strength has been significantly enhanced, and the public fund industry has shown good Development. At the same time, when the number of public funds exceeds 10,000, and more than 4,800 stocks of more than 4,800 A shares, the problem of fund investors "investing in difficulty and choosing a foundation" is also prominent. Fund investment consulting, public fund FOF and other new formats It is expected to usher in a period of rapid development.

6.29 ★★★★★ Fund issuance! There are two other fund issuance failures &&

Although the stock market has recovered in the past two months, some funds that lack brand or performance support are still difficult to get out of difficulty in distribution.

On June 30, when Zhongrong Jingyuan's hybrid and Ping An Xinyuan hybrid contract announced the failure of raising. This is also the second time that two -day funds have failed at the same time in a single day since February 26 this year.

6.29★★★★★基金经理动向又有“公奔私”！ 40 billion giants to welcome "general" &&

Following Dong Chengfei, Zhou Yingbo, Lin Sen, another resigned fund manager went to expose.

On June 22, the China Business Fund issued many announcements stating that Liang Hao left office on June 20 for his personal reasons and did not transfer to other jobs in our company after leaving. At that time, there was news that Liang Hao might have reported the transitional private placement, and now the dust is finally settled.

On June 29, Yuan Le Sheng officially stated that it would be introduced to Liang Hao, the manager of the former Chinese Business Fund Fund. Earlier, Yuan Le Sheng had three well -known fund managers of Zeng Xiaojie, Lu Xiaojiu and Yang Jianhai, "sitting". Now Liang Hao's joining means that Yuan Le Sheng will usher in the fourth fund manager. In this regard, Yuan Le Sheng Assets stated that this will inevitably further enrich the overall research strength of Yuan Le Sheng assets and bring a new perspective and ideas.

6.29 ★★★★★ ★ ★ ★ ★ ★ ETF interconnection list is determined! Officially traded on July 4th, 87 ETF interconnection, the full list was announced! &&

On July 4 this year, the Hong Kong stock market is about to usher in a historic event.

On the evening of June 28, the China Securities Regulatory Commission of the Mainland and Hong Kong jointly announced that the ETF interconnection will be officially launched next Monday, and the qualified investors in the two places will soon invest in the exchange fund of the other market of the other market (ETF )product.

According to the latest announcement, there are 87 joint venture targets incorporated into the ETF pass. Among them, mainland investors can buy 4 Hong Kong stock ETFs through the south -Shanghai -Hong Kong Stock Connect and southbound Shenzhen -Hong Kong Stock Connect. Hong Kong investors can buy 83 A -share ETFs through the North to Shanghai -Shenzhen Stock Connect.

According to the industry, ETF ’s indexed fund products are included in interconnection, which will enrich the investment varieties of interconnection, further facilitate domestic and foreign investors to participate in the capital markets of the two places, further facilitate domestic and overseas investors to participate in the capital markets of the two places, and enhance A shares to oppose overseas to overseas. The attractiveness of the medium and long -term allocation funds to increase the level of openness in the capital market in the Mainland, and it is also conducive to further consolidating and enhancing the status of Hong Kong's international financial center.

6.28 ★★★★★ Carbon neutralization and ETF Fund were officially approved! Heavy products are here, the first batch of eight: Yifangda, Guangfa, rich, southern, China Merchants, Huitianfu, ICBC Credit, Dacheng &&

The fund industry has also ushered in an ETF product of an important theme.

On January 20, the "China Securities Exchange and China Stock Exchange and CSI Index Co., Ltd. jointly developed and developed" China Securities Shanghai EMB Carbon Neutral Index ". It means that the completion of the Shanghai carbon market and the capital market is of great significance to promote green financial development.

On April 21, three months later, the relevant theme ETF fund was reported densely. Today, the carbon and ETFs are collectively approved. The company's company is "approved".

According to Fund Jun, many fund companies have prepared to enter the issuance quickly after getting approval, bringing new tools for investors who are willing to lay out the theme. The main approval is the head fund company. I believe it is another wave of issuance, which has become another industry concerned incident in this summer.

On Friday (July 1), the Shanghai Stock Fund Index closed at 7031.07 points, down 0.34%. The LOF fund price index closed at 4657.33 points, down 0.17%; the ETF fund price index closed at 1241.28 points, down 0.34%.

7.1 ★★★★★ ★ Fund performance public offering "middle school entrance examination" performance released. The most great earnings 52.63%&& Followed the official ending in the first half of 2022, this year's public offering fund "middle school entrance examination" performance was also released.

Under the influence of this year's Russia -Ukraine conflict, the Federal Reserve's super -expected tightening, and the repetitive domestic epidemic situation, the A -share market has stepped out of the "V" trend, and the public equity fund has also fallen first and then rose, walking on the road of rapid "blood return".

In this case, the public offer active equity fund is still highlighting: the "middle school entrance examination" champion fund has made 52.63%under the eye -catching performance of coal and real estate sector, and has achieved obvious excess revenue; multiple performance funds have exceeded 30%of the same period; The new fund performs well. Among the index funds, the most bull funds also earn 41%, and the coal sector index fund dominates the performance rankings.

However, in the current situation of new energy and consumption strong rebound, surpassing the previous period of coal and real estate, how the future A shares trend, how to differentiate the sectors, and the "champion" fund manager and many other performance fund managers also sound. It expresses its preferences for value and growth, and is still full of "wind" and trends in the future of the market.

6.26 ★★★★★ Fund performance is 3.7 trillion, 80%! &&

Since the return of Hong Kong's return to the motherland in July 1997, the Hong Kong stock market has developed hugely. The number of mainland companies in Hong Kong stocks has increased significantly. Mainland companies' stocks have become the main force of the Hong Kong stock market. After the opening of the Shanghai -Hong Kong Stock Connect in 2014, the interconnection has attracted 3.69 trillion (RMB) "living water" to the markets of the two places.

With 25 years of returning to the motherland, mainland companies have a qualitative leap and growth in the Hong Kong stock market. The number of Mainland companies in the Hong Kong stock market increased from 95 in 1997 to 2572 in 2021. The number of companies accounted for 14%to 53%, and mainland companies occupied half of the country. The market value of Mainland companies in the Hong Kong stock market has increased from HK $ 525.3 billion to HK $ 33.43 trillion, with a market value of 16%to 81%.

During this period, there were Internet factories such as Tencent, Alibaba, and Meituan. They landed on financial giants such as Industrial and Commercial Bank of China, Ping An of China, and new energy leaders such as BYD and Ganfeng Lithium. , Baiji Shenzhou, Shang Tang and other medical and technology companies. Since the listing of Tencent, the stock price has increased by more than 400 times, which has also contributed a lot of benefits to investors.

7.2 ★★★★★ ★ ★ ★ ★ Holding Equity Fund for 3 years holding a period, and a giant layout! &&

The lock -up period of holding equity funds gradually stretches.

Recently, the three -year holdings of the two -year holdings of Yifangda and Guangfa's two -year holdings have been issued one after another, which has increased the popularity of equity products that have been locked in three years. In the first half of this year, many three -year holdings have been launched one after another, and many of them have achieved dazzling issuance. And these companies have sent elite soldiers to escort the three -year holding of products.

The industry said that three years just covered a small round of domestic stock markets. The three -year holding fund can cross a round of beef and bears more completely, helping investors to better share China's high -quality asset growth dividends, and help fund managers focus on long -term investment. With the gradual improvement of the profitability of the three -year holding period, such products will usher in the positive layout of more companies, and the market prospects will be broad.

7.1 ★★★★★ Fund executives change official announcements! Another fund company chairman changed &&

There are also public offering executives to change!

On July 1, Taixin Fund issued a change of chairman change. The new Li Fengfeng was the chairman of the company. Mr. Gao Yu, the former managing director, no longer served as chairman.

In the past two years, public funds have seen executive changes. Wind statistics show that in the first half of this year, the number of changes has reached 155, involving 74 fund companies.

6.29 ★★★★★ ★ ★ ★ ★ ETF Fund is first approved! This ETF owned by Dongying in Southern Dongying was included in &&

The first bond ETF, which was included in the Hong Kong Mandatory Provident Fund ("Mo -Fund")!

On June 28, Southern Dongying Asset Management Co., Ltd. ("Southern Dongying") announced that ICBC Southern Dongyingfu Shi China Treasury Bond and Policy Bank Bond Index ETF was allowed to join the collective investment plan close to the index on June 23 ("ITCIS") has become the first Chinese government bond ETF approved by the Hong Kong Mandatory Provident Fund Planning Authority ("Gold Bureau").

The so -called compulsory provident fund in Hong Kong is also referred to as the "Fund Fund", which is a retired savings plan. Hong Kong employees regularly pay for monthly salary income to the MPF Fund, and they can get a savings when retiring to cope with the needs of retirement. The system is a policy officially implemented by the Hong Kong government on December 1, 2000. This means that the "Mo -Fund" is one of the important pillars of many ordinary Hong Kong people's pensions. This time, it is included in the ICBC Southern Dongyingfu Shi Chinese Treasury Bond and Policy Banking Bond Index ETF. Following attention from all walks of life.

6.29 ★★★★★ What signal of bond funds! This type of fund densely restores large purchase &&

Recently, many debt bases have "opened the door to welcome guests" again. According to the announcement of the fund company, dozens of funds have announced the restoration of large subscriptions and other transactions since late June, of which pure debt funds occupy the mainstream. Interviewees believe that the rapid adjustment of the bond market and the recovery of the stock market brought the pressure on the bond base to stack the high liquidity assets at the end of the season. The industry judges that the tightening of capital tightening in the capital is in the high level of leverage. This is an important reason for the adjustment of the bond market. Regarding the trend of the bond market, in the mid -term outlook, there is still pressure in the bond market, and July is still a time window that needs to control risks.

6.29 ★★★★★ ★ ★ ★ ★ ★ Fund equity transfer 10%equity value of 32 billion! There are also head of public fund equity transfer &&

There are also heads of public offering of heads of public offering of $ 490 million.

On the evening of June 28, CITIC Securities issued an announcement that a few days ago, the company received a letter from Tianjin Haipeng Technology Consulting Co., Ltd. (hereinafter referred to as "Tianjin Haipeng") to transfer 10%of the equity of Huaxia Fund held by the agreement. The proposed trading consideration is US $ 490 million, or about RMB 3.264 billion. After review by the company's board of directors, it was decided to abandon the right to purchase the equity of the target.

At present, CITIC Securities is the controlling shareholder of Huaxia Fund with a shareholding ratio of 62.2%. CITIC Securities stated that the company intends to abandon the right to purchase the equity of Huaxia Fund, which does not affect the company's shareholding ratio of Huaxia Fund and the actual control of the Huaxia Fund. The situation of legitimate rights and interests is in line with the overall interests of the company and shareholders.

A number of people in the industry also said that in the context of the development of my country's asset management industry, the future development potential of my country's asset management industry has huge potential. In recent years, the changes in public fund equity that have frequently exited public funds will be conducive to optimizing the equity structure, improving the level of corporate governance, and being a public offering for public offers. The fund industry has further developed the foundation.

6.27 ★★★★ New Energy Fund reversed! In just two months, the maximum skyrocketing of such funds exceeded 70%! &&

Since mid -late April this year, A shares have rebounded for two months. Among them, due to policy and demand, the rebound of the automobile and automotive parts sector was eye -catching. The increase in the new energy vehicle track of the "rebound urgent pioneer" was more than 60%. The fund has returned sharply, and the maximum net value rebound increased by nearly 70%.

Although there are still differences in the market, many fund managers believe that the automotive sector is expected to become a rare "rebound change" section this year. In their opinion, there is a huge change in China's automobile industry, and new energy vehicles have brought huge revolutionary opportunities for the entire automotive industry. The car electrification brings not only the threshold of core components such as engines, but also brings a comprehensive reshaping of the entire industrial chain. It is worth mentioning that some fund managers are particularly optimistic about investment opportunities in the smart car field.

6.27 ★★★★ Institutions research Cui Yilong, Yang Ruiwen, Cai Songsong, Li Yuanbo, Li Chuanyan ..., the manager of the top flow fund investigating these companies && &&

In 2022, the fund managers are busy doing active investigations for the investment layout in the second half of the year. For example, Cui Yilong transferred Dao's technology; Li Yuanbo was transferred to Mankaron; He Chuanyan and Gui Kai investigated Guanglian Da; Yang Ruiwen, Cai Songsong, and Holy Research Wentai Technology.

6.26 ★★★★ New regulations for the new regulations of the elderly! Affects hundreds of billions of markets &&

Recently, the China Securities Regulatory Commission issued the "Interim Provisions on Business Management of Public Pension Investment Public Investment Funding Fund (Draft for Soliciting Opinions)" and solicited opinions from the society. In the "Interim Provisions", the product, investment, and sales of the public fund industry that can be included in the personal pension investment can be included in the institutional requirements, highlighting the emphasis on the need to adapt to the "pension" attributes and serve the needs of the public for the public, and further to serve the public's pension, and further as a way, and further, it is further for it. Public funding funds help individuals depict a beautiful blueprint.

Huaxia, Guangfa, Huitianfu, Southern, Fugui, Boshica, Castle, Central Europe, ICBC Credit Suisse, Jianxin, Shangtou Morgan, Wanjia, Zhejiang Business Fund, and more than ten fund managers, do the relevant requirements of the "Interim Regulations" In terms of interpretation, the new rules will become an important puzzle of my country's personal pension system, starting the "new era" of my country's personal pension, and has a profound impact on promoting and standardizing the business of personal pension investment funds. The domestic pension target fund, which was born in 2018, has been tested by the market. At present, the total management scale has exceeded 100 billion yuan and an average annualized return rate exceeds 10%. It is a very good investment option for ordinary people to retire.

7.1 ★★★★★ ★ ★ ★ ★ ★ ★ ★ ★ ★ ★ ★ ★ Foreign Equity Foreign Giant: Another private placement is here! &&

Another foreign private placement!

On June 24, Ruilian Private Equity Fund Management (Hainan) Co., Ltd. registered with WOFE PFM managers (WOFE PFM) in the Fund Industry Association to complete the 100%shares of the Swiss United asset Management Asia Co., Ltd. From the perspective of the shareholders' background, its parent company is Ruilian Bank and is one of the giants of the Swiss wealth management industry.

6.29★★★★★私募大佬动态冯柳出手了！ Feng Liu, a private place in Kuangcang &&, shot. In the second quarter of this year, he added 120,000 shares of Huatai Medical in the domestic electrical and physiological consumables. The relevant announcement showed that as of June 14 this year, Feng Liu managed Gao Yi Mountain 1 The number of shares held by Huayai Medical in the Yuanwang Fund increased to 1.5 million shares, and the latest stock market value reached 324 million yuan. The stock has fallen by more than 22%this year, with the latest close 216 yuan/share, with a total market value of 14.4 billion yuan.

6.28★★★★★私募大佬动向罕见爆款！ As soon as the private equity big brothers shot, they sold more than 5 billion! &&

Guan Huayu, a well -known private equity investment manager, and the first new product "Heyuan Yuhong Series Fund" after the "self -reliance portal". This week, it continues to sell it in CITIC, China Merchants, CICC, Ge Shang, and Good Buy.

Fund Jun was informed that the product has exceeded 5 billion yuan as of now, and it has become a rare explosion in the private equity sales market this year. Analysis of the industry, the market rebound, the performance of fund managers in the past, deep cultivation channels, etc., or the reasons for the hot sale. It is reported that in July, it will also be released in some large banks, and the scale of raising may be further expanded.

Fund Jun learned that Guan Huayu believes that the market is now in the good time of entering the mid -term layout, optimistic about advanced manufacturing and technological innovation, big consumption, etc.; At the same time, many private equity is optimistic about the current market environment and is actively conspiring the layout.

6.27 ★★★★ The hottest private placement of private equity hot spots: The entry of 300 million, the stock price of the outbound stock price has skyrocketed 7 times! &&

Recently, the former private equity champion Luo Weiguang was in the circle of friends:

Too terrible, King Kong rose from 7 and a half to 64 yuan a year. For the first time in the investment career, the leading stocks of the mainstream sector have seen the madness of the market. It seems that Luo Weiguang showed signs of luck after so many years.

In fact, the background is still the fundamentals of the entire photovoltaic sector industry entering the explosion period, like electric vehicles two years ago, and the heterogeneous knot route of the treasures of the King Kong is expected to stand out and defeat the TOPCON route. The case of defeating the Sanyuan route, history is such a coincidence.

"Those who know me should know that King Kong Glass is one of my career Waterloo. In early 15 years, at a price of 500 million yuan per share at 21 yuan, I bought a big shareholder status from the founder of King Kong. The hidden price also rose to 50 yuan, but I must admit that I was still stupid and naive at that time. In the end of August 19th, it was forced to sell it to a major shareholder of Shunde's background at a price of 7.8 yuan (Fund Jun Note: Almost lost more than 300 million). Watching it in two years, it will be reborn, and it will be 50 yuan last Friday. Xin Gao, 63 today. It is like a next generation, unbearable.

6.26 ★★★★ CTA Fund "Noisy"! This kind of private equity net value suddenly plummeted. What happened? &&

Although the market is "falling", the average discount rate at the current fixed increase is still over 10%. In this regard, many private placements are optimistic about the current configuration opportunities and believe that discounting at the current market valuation level is more advantageous, and the upward trend is worth looking forward to. However, there are also private equity that the fixed increase project was broken in the fixed increase last year, and the current increase is not a good investment variety. When choosing a fixed increase project, private equity analysis, in addition to the discount, depends on the texture of the company.

CTA strategy, known as the "crisis Alpha", has recently caused a big argument due to net worth retrieval.

The CTA Fund, which had a bright performance before, has encountered adverse winds since June. Many funds have lost 5%, 10%, or even higher in a single week. In this regard, private equity believes that inflation exceeds the Federal Reserve's interest rate hike, and the market reversal of the commodity market has a decline, which has caused a significant retracement of the long -term trend strategy in the CTA. But short -term adjustment does not mean that strategy fails.

At the same time, some institutions have recently questioned whether the CTA is "crisis Alpha". Private equity stated that CTA and stock assets have a low correlation, which is an indispensable category of asset allocation, but it cannot be mythical because it has risen against the trend. Do not take "crisis Alpha" as a marketing gimmick and mislead investors. With the influx of investor funds, the CTA Fund is now facing the challenge of scale and performance. Fund Jun learned that many private equity has long no longer issued a separate CTA strategy product, but adopted a composite multi -strategy to cope with changes.

6.26 ★★★ Private equity thunderstorm commitments are 12%annualized. The manager was angered, the court sentenced! The ending makes people boo &&

"Priority" product with an annualized income of 12%? Such "pies" may often be a trap.

A few days ago, the reporter found a civil judgment online from the Beijing Magistrate Documents on the Internet that Ms. Pang, who nearly 60 years old, invested 3.5 million yuan to purchase a sunshine priority fund issued by "Ant Wealth". The monthly return is 6%, that is, an annualized income of 12%. However, the other party did not pay the income as the contract, and the investment funds did not return the investment after the contract expired, and then filed a lawsuit.

But is this "ant wealth" really an Ant Group's company? The reporter found that the "producer" of the product was Beijing Ant Fortune Mingde Investment Management Center (limited partnership) and Ant Wealth (Beijing) Investment Fund Management Co., Ltd., who was born in 1992, who was born in 1992. It has no direct relationship with the "Ali Department" or "Ant Group" we know. Related companies have not registered for private equity funds in the China Foundation Association, and product information has nowhere to inquire. Guohai Franklin Fund: Xu Cheng

With the 25th anniversary of the return of Hong Kong, the Hong Kong stock market performance was very eye -catching. From the stage of March 15th, as of June 28, the Hang Seng Index rebounded over 20%in the past three months. The Hong Kong stock technology sector also came out of a recovery curve. Essence

Xu Cheng, manager of Guohai Franklin Fund Fund, has deeply cultivated Hong Kong stock investment for many years. He has rich experience in investment across the market. He is a fund manager who has grown and aggressive style. His ability is wide, and the industry is also widely involved, taking into account value and growth. Xu Cheng likes to excavate high -quality growth stocks, and will also focus on cycle stock opportunities for rebound at the bottom.

Although the Fed's inflation intensifies, the fluctuations in overseas markets will have a certain negative impact on the market sentiment of Hong Kong stocks, but Xu Cheng said that the opportunity is greater than risks in the long run. He said that the cost -effectiveness of the Hong Kong market is still relatively high, and it will also be favored by the funds of the south. The overall valuation of Hong Kong stocks is currently low. Except for the Internet sector, financial, property, automobiles, green power, medicine and other sectors will have it. Good opportunity.

Xu Cheng said that from the perspective of his own valuation system, in the perspective of a long enough dimension, some A -share companies are not very much room for absolute benefits, and Hong Kong stocks still have a lot of space in the future.

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