The early train of the fund | the "champion base" at the beginning of the year was hit by the blow, the net red fund was restricted, and these funds were in the process of being issued

Shanghai and Shenzhen traded 1.3 trillion yuan. On the disk, aerospace and military industry, semiconductors, salt lake lithium, power sector led the decline, the trend of traditional Chinese medicine stocks differentiated, the metacosm was active again, and the banking, insurance, and home appliance sectors strengthened. Northbound funds bought a net purchase of 3.046 billion yuan, a net purchase for 7 consecutive days. Industrial Bank bought 538 million yuan, Yili shares bought 464 million yuan, CATL received a net purchase of 377 million yuan, Gree Electric Appliances, Weier shares, Guodian NARI net purchases of more than 200 million yuan, Ping An of China, Makihara shares, Yiwei lithium energy net purchase of more than 100 million yuan. In terms of net sales, Gigabit Innovation was net sold by 524 million yuan; Luxshare Precision sold 515 million yuan, a net sale for 5 consecutive days; Sungrow Power and Goertek shares sold more than 400 million yuan, WuXi AppTec was net sold for 385 million yuan, Wuliangye had a net sale of more than 200 million yuan, and BYD and China Merchants Bank sold more than 100 million yuan.

Hong Kong stocks weakened unilaterally throughout the day, and the volume of transactions rose to HK$155.31 billion. The technology, medicine, and automobile sectors fell in the front, and the leader of new energy vehicles fell. Southbound funds bought a net of HK$2.406 billion. Tencent Holdings, Meituan-W and CNOOC received net purchases of HK$1.636 billion, HK$784 million and HK$436 million respectively. China Construction Bank, WuXi Biologics and Great Wall Motors received net sales of HK$292 million, HK$275 million and HK$212 million respectively.

The "Champion Base" was hit in the head in the New Year. Affected by the sharp decline in heavy stocks, the two heavy positions of new energy "champion base" managed by Cui Chenlong fell at the beginning of the year. On January 4, the net value of Qianhai Open Source Utilities and Qianhai Open Source New Economy Hybrid A managed by Cui Chenlong fell by 2.79% and 3.41% respectively, and the net value of the two funds continued to show a downward trend on January 5, falling by 4.31% and 4.09% respectively.

Since the beginning of 2022, some Internet celebrity funds have opened purchase restrictions, while other funds managed by well-known fund managers have "opened their doors". According to the analysis, the fund manager adjusted the fund subscription limit at this time, or prepared for the exchange of positions. From the perspective of market performance, the fund's position adjustment and stock exchange have begun to emerge, and the fund's heavy position index has continued to retrace since the opening of the market this year.

Since the fourth quarter of last year, the military sector has performed strongly, with some military theme funds yielding as much as 40%, but military theme ETFs have suffered large redemptions. Since the fourth quarter, the net outflow of military ETFs has reached nearly 8 billion yuan. Industry insiders said that due to the difficulty and cyclicality of military stock research, most of the profit investors choose to fall into the bag. However, under the catalysis of multiple factors, 2022 or military investment is a big year.

Another fund company's equity has been auctioned! According to the Ali auction platform, the 34.21% equity of Pioneer Fund will be auctioned on February 14, and the auction reserve price will be set at 68.21 million yuan. At present, the largest shareholder of Pioneer Fund is United Venture Group Co., Ltd., with a shareholding ratio of 34.21%.

The equity transfer process of TEDA Manulife Fund has been carried out for about half a year, and today's equity transfer announcement was released on the exchange again, and the information such as the proportion of the proposed transfer and the transfer reserve price are the same as the previous announcements. It is reported that there has been no new change in the equity change of TEDA Manulife Fund, and the above announcement is due to the normal performance of the relevant requirements for the transfer of state-owned assets.

In the first week of the year, 32 new funds were issued, involving 27 fund companies including FuGuo, Guangfa, China Merchants, BOC, ICBC Credit Suisse, Penghua, Tianhong, Yinhua, CEIBS, Ping An, SPDB AXA, Everbright Prudential, SDIC UBS, China Life Security and BlackRock.

This article originated from the financial world