Daily reporter: Xiao Ruidong Daily editor: Ye Feng
Tianci Liangji Daily Issue 464
1. Today’s fund news quick overview
1. Dongxing Fund Huang Yan is the new general manager
html On August 2, Dongxing Fund announced, Huang Yanyu He took over as the new general manager on August 1. His past resume shows that Huang Yan served as deputy general manager of Shanghai Banking Fund, vice chairman, executive vice president and vice president of Guolian Fund (formerly Zhongrong Fund). Joined Dongxing Fund in May 2024. (via: Daily Economic News)2. Many public funds have launched long-form podcasts
Recently, China Europe Fund, Cathay Fund and other public funds have opened podcast columns on multiple social media platforms to convey fund managers’ latest observations and understanding of market dynamics. Podcasts The audio duration is more than an hour. It is reported that as early as a few years ago, fund companies such as ChinaAMC, Boshi, and Penghua launched audio investment education columns on platforms such as Ximalaya, but the audio length was generally short. (via: China Securities Journal)
3. Public funds increased their allocation to Hong Kong stocks
Data show that as of the end of the second quarter of this year, the allocation ratio of Hong Kong stocks by active equity funds reached 11.62%, an increase of 2.47 percentage points from the end of the first quarter. (via: Securities Daily)
4. The number of "mini funds" has reached nearly 1,700.
Flush Data shows that there are currently 1,684 fund products with a scale of less than 50 million yuan, and there is a risk of liquidation. Some "mini base" products are not only small in scale, but also have poor performance during the year. (via: Shenzhen Business Daily)
2. The latest news of well-known fund managers
1. One of Hu Xinwei’s funds added positions Yanjin Puzi
html Data on July 25 showed that among the latest list of the top ten circulating shareholders of Yanjin Puzi, Hu Xinwei China Universal's consumer industry mixed presence, holding 1.4 million shares.3. Comment on today’s etf market
1.etf market review
The market fluctuated and adjusted throughout the day. As of the close, the Shanghai Stock Exchange Index fell 0.92%, the Shenzhen Component Index fell 1.38%, and the ChiNext Index fell 1.66%. The turnover of Shanghai and Shenzhen stock markets today was 722.3 billion yuan, a decrease of 60 billion yuan from the previous trading day. In terms of sectors, medical services, chemical pharmaceuticals, and biological products were among the top gainers, while semiconductors, consumer electronics and other sectors were among the top gainers.
Specifically, pharmaceutical stocks bucked the trend and strengthened, with cro and innovative drugs leading the gains. Smart Medicine , Shutai Shen , etc. reached their daily limit. Driven by this, innovative pharmaceutical company ETFs and medical ETFs strengthened, rising as much as 2.05%.
In terms of decline, Nasdaq Technology etf led the decline by 6.86%.
2.etf theme opportunity
"Special Evaluation" emphasizes the development and transformation and upgrading of new-quality productivity empowering enterprises. Medical devices, especially innovative and high-end medical devices, are supported by the intensive launch of domestic innovation support policies. With the product With the gradual approval and marketing of medical devices, the value of the medical device "special evaluation" segment is expected to be re-recognized by the market and the valuation level will be restored. You can pay attention to medical ETFs, medical equipment ETFs and other products.
4. Next Monday, focus on the new fund
1. Fund name: Yinhua CSI Hong Kong Stock High Dividend etf
Fund type: Index-stock
Fund Manager: Li Yixuan, Zhang Yichi
Performance comparison benchmark: CSI Hong Kong Stock Connect High Dividend Investment Index Income Rate (adjusted by valuation exchange rate)
Fund manager past performance:
2. Fund abbreviation: Bosera CSI a50 index initiated
Fund type: Index-stock
Fund manager: Gui Zhenghui
Performance comparison benchmark: CSI a50 index Yield × 95% + bank demand deposit interest rate (after tax) × 5%
Fund manager’s past performance:
Daily Economic News
