Financial Associated Press (Beijing, reporter Chen Junling) news, the performance difference between the beginning and the end of the 148.33%, 4 "double base", "black horse base" scale soared 30 times ... With the end of stock market trading in the first 10 months of 2021, the annual fund ranking "finale drama" has also passed more than half.
At the same time in 2020, under the "structural bull market", GF high-end manufacturing established a leading edge of nearly 20% early; by 2021, although the overall performance was very different, the gap between the "first echelon" was only a millimeter, and who could laugh at the end still had great suspense.
Combing the top ten heavy stocks of the fund, there are both "track" stocks such as Ningde Times, BYD, and Sunshine Power; there are also "cyclical stocks" such as PetroChina, Huaneng Power, and Guanghui Energy; and there are "single-door heavy stocks" that fund managers have discerned.
<h4>4 "doubling base", the performance difference between the beginning and the end of the line is more than 148%.</h4>
As early as two months ago, on August 30, with the excellent performance of heavy stocks, the two funds of Golden Eagle National Emerging and Great Wall Industry Rotation were promoted to "doubling base" for the first time, one 106.42%, one 103.20%, and both held - Ningde Times, Sungrow Power, LONGi shares.
In the past two months, the "Ning Index", which is deeply under the dual pressure of valuation and public opinion, under the differences between the bulls and bears, has been retraced and sideways, until the third quarterly report of the fund and the third quarterly report of the listed company have been disclosed, and the "Ning Wang", which is loved by thousands of people, has regained its momentum and reached a new high.
Thanks to the "assist" in the last few trading days of October, four funds were successfully promoted to "doubling the base" - Han Guangzhe's Golden Eagle National Emerging (104.59%), Wang Rui and Sun Haozhong's Xincheng Emerging Industry (103.65%), Cui Chenlong's Qianhai Open Source Utilities (103.49%) and Qianhai Open Source New Economy (103.25%).
If these four "doubling bases" are listed as the "first echelon", then the net value of the funds ranked 5th to 10th is regarded as the "second echelon" - the Great Wall Industry Rotation, Oriental Alpha Preferred (including A\C), China Overseas Energy Strategy, Dacheng STATE-owned enterprise reform and TEDA transformation opportunities.
Compared with the "big year" in 2020, this year's performance differentiation is very obvious, not to mention the difference between the beginning and the end of the whole market by 148%, even if it is the top 10 funds temporarily, the gap between the first place and the tenth place is more than 24%, which is rare in previous years.
"Happy families are roughly the same, while unhappy families have their own misfortunes". Combing the top fund heavy stocks, Ningde times, BYD, Longji shares, Desai batteries and other popular track stocks, the appearance rate is quite high, especially the Ningde era is almost included in the top ten stocks.
The funds with the lowest performance rankings, Penghua Global High Yield Bonds (-43.74%), Penghua Global Short-term Bonds (-42.6%), are all high-risk QDII bond funds; BOCOM CSI Overseas (-33.95%) and E Fangda CSI Overseas (-27.42%), have "stepped on the thunder" of Chinese stocks.
Take the BOCOM China Overseas China Internet Index Fund as an example, this fund was established in May 2015, the top five heavy stocks are: Tencent Holdings, Alibaba, Meituan-W, JD.com and Pinduoduo, these Internet technology leaders have a large decline in 2021.
<h4>The scale of "Black Horse Base" soared 30 times! Cui Chenlong appeared in the East Sunrise rose 18% in response</h4>
Compared with the thunderous "100 billion fund managers" Zhang Kun and Liu Yanchun, the top ten fund managers whose performance this year is temporarily ranked are far less well-known than the former, whether it is Han Guangzhe of the Golden Eagle Fund, Wang Rui and Sun Haozhong of the Xincheng Fund, or Cui Chenlong of Qianhai Open Source.
However, thanks to this year's "outstanding" performance, these less well-known fund managers are gradually known to the market, and under the demonstration of the money-making effect, the scale of the funds managed has also developed rapidly in the past one or two quarters.
Taking Han Guangzhe's masterpiece Golden Eagle National Emerging as an example, this fund, which was established in June 2015, was only 129 million yuan at the end of last year, and even shrank to 112 million yuan at the end of the first quarter of this year, rose to 395 million yuan at the end of the second quarter, and reached 1.054 billion yuan in the third quarter.
"Outstanding performance, scale expansion" - this fund circle can not be subverted by the rule of indissoluble, has also been verified by other fund managers. The reform of Dacheng state-owned enterprises managed by Hanchuang is the most representative, compared with 0.55 billion yuan at the end of last year, 1.692 billion yuan in the third quarter, a full 30 times soar!
At the same time, the market appeal of this group of "new generation" fund managers is also increasing day by day, and the most convincing example is that Cui Chenlong, the fund manager of Qianhai Open Source's two "dark horses", appeared in the top ten circulating shareholders of Oriental Risheng, and the next day the stock rose by more than 18%.
On October 22, the three quarterly reports disclosed by Oriental Risen showed that the two funds of Qianhai Open Source Public Utilities and Qianhai Open Source New Economy managed by Cui Chenlong were ranked as the third and fourth largest circulating shareholders respectively. Among them, the former held 22.7 million shares, accounting for 2.52% of the position, an increase of 133.2%; the latter held 20.62 million shares, accounting for 2.29%, which was a new shareholder in the third quarter.
Cui Chenlong's two funds hold a total of 4.81% of the shares, which is close to the "card raising line". Monday, October 25. After a weekend of news fermentation, the Oriental Day rose to a high, the highest intraday increase of more than 18%, weekly gains of 22.78%, assisting the two funds successfully among the "doubling base".