大类资产与基金周报：权益资产反弹，权益类基金录得较大涨幅

Investment Rating - The report indicates a positive outlook for the industry, expecting returns to exceed the CSI 300 Index by more than 5% in the next six months [62]. Core Insights - The A-share market saw a rebound, with the Shanghai Composite Index closing at 3372.55, reflecting a weekly increase of 1.56%. Most sectors experienced gains, particularly non-ferrous metals, defense, and computer industries, which rose by 7.08%, 6.96%, and 6.74% respectively [4][7]. - The Hong Kong market also performed well, with the Hang Seng Index closing at 24231.30, up 5.62%, and the Hang Seng China Enterprises Index increasing by 5.90% [8]. - In the U.S. market, major indices such as the Dow Jones, Nasdaq, and S&P 500 saw declines of -2.37%, -3.45%, and -3.10% respectively [8][23]. Summary by Sections 1. Major Asset Market Overview (1) Equity - The report highlights significant gains in the A-share market, with various indices showing positive performance. The large-cap value and growth indices increased by 1.01% and 1.28% respectively [7][10]. - The report notes that most industries saw an increase, with notable performances in non-ferrous metals, defense, and computing sectors [4][7]. (2) Bonds - The report details bond yields, with the 1-year, 3-year, and 10-year government bond yields at 1.55%, 1.59%, and 1.80% respectively, reflecting changes of 9.50 basis points, 7.41 basis points, and 8.50 basis points [25][26]. - Credit spreads for 1-year corporate bonds (AAA) and local government bonds were reported at 53.67 basis points and 51.22 basis points, with movements of -8.44 basis points and -6.41 basis points respectively [25]. (3) Commodities - The commodity market showed mixed results, with crude oil prices dropping by 5.02%, while gold and copper prices increased by 1.17% and 1.80% respectively [32][33]. - The report also mentions the performance of various commodity indices, with the South China index reflecting a decline of 1.55% [38]. (4) Foreign Exchange - The report provides an overview of currency performance against the RMB, noting that the USD, EUR, and GBP experienced changes of -0.63%, 3.79%, and 1.99% respectively [39][43]. - The USD index remained stable at 103.89, while gold prices increased to 2917.70 USD/ounce, up 1.76% from the previous week [39]. 2. Fund Market Overview (1) New Fund Establishments - A total of 25 new funds were established this week, including 18 equity funds and 3 fixed income funds, with the largest being the Hongli interbank certificate index fund at 50.00 billion [44]. (2) Fund Quantity and Scale - As of March 7, 2025, there are 12,437 open-end public funds with a total scale of 32.78 trillion, with equity funds making up the largest number at 6,331 [48][50]. (3) Performance Comparison - The report indicates that all major fund categories, except fixed income funds, recorded positive returns, with equity funds showing the highest increase of 2.83% [55][56].