Since the beginning of the year, the cumulative dividends of the fund have reached 17 billion yuan, and Feng Mingyuan and Gülen have the latest position adjustment actions
Every reporter: Xiao Ruidong Every editor: Ye Feng
Tianci Liangji Daily No. 360
1. A quick overview of today's fund news
1. More than 470 funds have accumulated dividends of about 17 billion yuan
Since the beginning of this year, a total of 473 funds (shares are calculated separately) have paid dividends, with a cumulative dividend amount of about 17 billion yuan. Among them, bond funds accounted for more than eighty percent, and active equity funds also paid more positive dividends, with some funds paying dividends of up to 2.494 billion yuan. (Via: Economic Information Daily)
2. Most gold-themed funds have poor returns
Since February, the international gold price as a whole has shown a "V" shaped trend, and the monthly returns of the 35 gold-themed funds investing in domestic and foreign markets have also been significantly differentiated - except for one product with a yield of up to 5%, the rest of the products have negative returns. In addition, from the perspective of share change, only 4 products had a positive share growth in the month, and the share of the rest of the products declined. (Via: Securities Daily)
3. Regulatory release of equity fund registration acceleration signals
On the first trading day of the Year of the Dragon, the China Securities Regulatory Commission (CSRC) issued a heavy statement that it will accelerate the registration of equity products of public funds, further enrich the supply of broad-based index fund products and corresponding option products, and strengthen coordination with relevant departments to promote the introduction of more medium and long-term funds into the market. (Via: 21st Century Business Herald)
2. The latest developments of well-known fund managers
1. Feng Mingyuan's fund increased its position in Zhishang Technology
According to data on February 7, in the list of the top ten circulating shareholders recently announced by Zhishang Technology, Feng Mingyuan's Xinao New Energy stock appeared, holding 174,700 shares.
2. Feng Mingyuan's two funds entered the top ten circulating shareholders of Xianying Technology for the first time
According to the data on February 5, in the list of the top ten circulating shareholders newly announced by Xianying Technology, Feng Mingyuan's Xinao Leading Zhixuan Mixed and Xinao Zhiyuan Three-year Mixed appeared, holding 1.0699 million shares and 1.5879 million shares respectively.
3. One of Gülen's funds reduced its position in Tigermed
According to the data on February 6, in the list of the top ten circulating shareholders newly announced by Tigermed, Gülen's Sino-European medical and health hybrid appeared, a decrease of 2.5377 million shares compared with the fund's 2023 quarterly report position data.
4. Ren Xiangdong investigated Sanhua Intelligent Control
On February 20, Sanhua Intelligent Control was investigated by the institution, and Ren Xiangdong of Industrial Securities Global appeared. The data of the past six months shows that among the funds under management by Ren Xiangdong, Xingquan Hetai Mixed and Industrial Securities Global Heheng have held the stock for three years.
3. Today's ETF market commentary
1. ETF market review
As of the close, the Shanghai Composite Index rose 0.97%, the Shenzhen Component Index rose 0.79%, and the ChiNext Index rose 0.36%. The turnover of the Shanghai and Shenzhen markets today was 980.2 billion, an increase of 190.7 billion from the previous trading day. Northbound funds bought a net of 13.595 billion throughout the day. In terms of sectors, education, wine, decoration and other sectors were among the top gainers, while only a few sectors such as traditional Chinese medicine fell.
Specifically, the liquor sector led the rise, and individual stocks such as Lanzhou Yellow River and Rock Shares rose to the limit, driving the strength of liquor ETFs and food and beverage ETFs, up to 5.05%.
On the downside, the communication ETF pulled back 2.02% to lead the market. In addition, a number of Nasdaq ETFs pulled back to the top.
2. ETF thematic opportunities
At present, China is in the stage of industrial structure transformation and upgrading, and the importance of the technology industry will be further enhanced in the future, which will also support the stability of the performance of the technology sector in the medium and long term.
On the other hand, the "Matthew effect" of the AI application ecosystem has intensified, and as the processing capacity gap between Chinese and foreign AI models in the field of daily affairs has gradually narrowed, the advantages of platform-based enterprises and vertical AI leaders have been highlighted. You can pay attention to Hong Kong stocks, Internet ETFs and other products.
National Business Daily