中泰证券(上海)资产管理有限公司
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金融破段子 | 那熟悉的拉扯感既怕错过又怕买错
中泰证券资管· 2026-02-02 11:31
Core Viewpoint - The article discusses the current market volatility and suggests that instead of chasing rapidly changing investment trends, investors should consider index-enhanced funds as a pragmatic strategy to achieve returns that exceed market averages [2]. Group 1: Index-Enhanced Funds - Index-enhanced funds are designed to actively manage investments while passively tracking an index, aiming to achieve both beta returns from the index and alpha returns through enhancement strategies [3]. - When selecting index-enhanced funds, it is crucial to evaluate their historical net asset value performance since inception, as past performance can provide insights into potential future returns [5]. - The article emphasizes the importance of understanding the enhancement strategy before making a selection, as any strategy may experience periods of underperformance [7]. Group 2: Performance Metrics - The example of the Zhongtai CSI 300 Index Enhanced Fund illustrates that since its inception on April 1, 2020, the A share's net asset value growth rate reached 69.63%, significantly outperforming the benchmark growth rate of 24.85% by 44.78% [5][9]. - The fund consistently generated excess returns relative to its benchmark across all complete half-year periods since its establishment, indicating stable performance in various market conditions [5]. - The article suggests that a fund's ability to generate consistent small victories over time is more valuable than sporadic outstanding performance in a single year [5].
魏晓菲离任安信180天持有债券
Zhong Guo Jing Ji Wang· 2025-09-10 06:13
| 基金名称 | 安信 180天持有期债券型证券投资基金 | | --- | --- | | 基金简称 | 安信 180 天持有债券 | | 基金主代码 | 021267 | | 基金管理人名称 | 安信基金管理有限责任公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》、《基金管理公司投资 | | | 管理人员管理指导意见》等 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基 | 王寿 | | 金经理姓名 | | | 离任基金经理姓名 | 魏晓菲 | 中国经济网北京9月10日讯 今日,安信基金公告,魏晓菲离任安信180天持有债券基金。 魏晓菲2009年12月至2016年4月担任安信基金管理有限责任公司固定收益部基金经理助理、投资经 理;2016年4年至2017年4月担任中泰证券(上海)资产管理有限公司机构投资部投资经理;2017年4月加 入华润元大基金管理有限公司,担任专户投资部投资经理,现任安信基金管理有限责任公司固定收益部 基金经理。 安信180天持有债券A/C成立于2024年8月27日,截至2025年9月9日,其今年来收益率为1.55%、 1.40%,成立来收 ...
中泰青月安盈66个月定开债增聘马潇 王瑞离任
Zhong Guo Jing Ji Wang· 2025-08-08 07:18
| 基金名称 | 中泰青月安盈66个月定期开放债券型证券投资 | | --- | --- | | | 基金 | | 基金简称 | 中泰青月安盈66个月定开债 | | 基金主代码 | 010501 | | 基金管理人名称 | 中泰证券(上海)资产管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 兼有增聘和解聘基金经理 | | 新任基金经理姓名 | 马流 | | 共同管理本基金的其他基 | 察凤仪 | | 金经理姓名 | | | 离任基金经理姓名 | 王瑞 | (责任编辑:李荣) 中国经济网北京5月23日讯 今日,中泰证券(上海)资产管理有限公司公告称,中泰青月安盈66个 月定开债(010501)增聘基金经理马潇,王瑞离任。 马潇2017年7月加入中泰证券(上海)资产管理有限公司任交易部交易员,现任固收公募投资部基 金经理。 中泰青月安盈66个月定开债成立于2020年11月23日,截至2025年5月16日,其今年来收益率为 1.51%,成立来收益率为20.55%,累计净值为1.1920元。截至2025年3月31日,该基金规模85.72亿元。 ...
苏泊尔连跌6天,中泰证券(上海)资管旗下3只基金位列前十大股东
Sou Hu Cai Jing· 2025-06-13 13:43
Core Viewpoint - Supor has experienced a decline in stock price for six consecutive trading days, with a cumulative drop of -4.79% [1] Group 1: Company Overview - Zhejiang Supor Co., Ltd. is a leading brand in cookware and small appliances, listed on the Shenzhen Stock Exchange in 2004 (stock code 002032), and is the first listed company in China's cookware industry [1] Group 2: Shareholder Activity - Three funds under Zhongtai Securities (Shanghai) Asset Management have entered Supor's top ten shareholders. Zhongtai Xingyuan Flexible Allocation Mixed A reduced its holdings in Q1 2023, while Zhongtai Yuheng Value Preferred Mixed A increased its holdings, and Zhongtai Xingwei Value Selected Mixed A entered as a new shareholder in Q1 2023 [1] - Zhongtai Xingyuan Flexible Allocation Mixed A has a year-to-date return of 0.72%, ranking 1235 out of 2262 in its category. Zhongtai Yuheng Value Preferred Mixed A has a year-to-date return of -0.01%, ranking 1475 out of 2262, while Zhongtai Xingwei Value Selected Mixed A has a year-to-date return of 5.06%, ranking 1796 out of 4369 [1] Group 3: Fund Management - The fund manager for Zhongtai Xingyuan Flexible Allocation Mixed A, Zhongtai Yuheng Value Preferred Mixed A, and Zhongtai Xingwei Value Selected Mixed A is Jiang Cheng, who has a background in finance from Tsinghua University and Shanghai University of Finance and Economics [6] - Jiang Cheng has held various positions in asset management and has been managing multiple funds since 2018, including Zhongtai Xingyuan Value Preferred Flexible Allocation Mixed Fund and Zhongtai Yuheng Value Preferred Flexible Allocation Mixed Fund [6][8]
美利信(301307) - 2025年5月22日投资者关系活动记录表
2025-05-22 13:26
Group 1: Research and Development Achievements - The company has a strong focus on mold design and manufacturing, successfully testing the world's first 13,000T dual-chamber super-large body mold [3] - In the telecommunications sector, the company has extensive experience in designing molds for large structural components for 4G and 5G base stations, and was awarded "Best Supplier" by Ericsson in 2024 [3] - The company is actively developing products for the new energy vehicle sector, covering components such as battery enclosures and control heat sinks, with four major product platforms established [4] Group 2: Market Expansion and New Ventures - The company is expanding into the energy storage and semiconductor industries, which will enhance its technological capabilities and product competitiveness [4] - The company is closely monitoring the automotive industry and has established a factory in North America to strengthen collaboration with key clients [7][8] - The company is also exploring opportunities in the robotics sector, although specific collaborations cannot be disclosed due to confidentiality agreements [10] Group 3: Financial Performance and Client Relationships - In 2024, the company's sales of new energy vehicle products saw significant growth, with new client information available in periodic reports [6] - The telecommunications product revenue experienced a substantial decline in 2024 due to industry cyclicality, but is now stabilizing [9] - The company plans to maintain its technological advantage in telecommunications by synchronizing research and development with major clients in 5.5G and 6G technologies [9] Group 4: Future Development Plans - The company aims to continue focusing on new energy vehicles and telecommunications while expanding into energy storage and semiconductor markets [10] - A new company has been established in Chongqing to develop the semiconductor industry, focusing on specialized equipment manufacturing and precision manufacturing [10] - The company is committed to enhancing its cooling technology expertise for application in new products for core clients [10]
武商集团连跌3天,中泰证券(上海)资管旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-05-13 13:55
Core Insights - Wushang Group has experienced a decline in stock price over three consecutive trading days, with a cumulative drop of -3.06% [1] - Wushang Group is the largest comprehensive commercial enterprise in Hubei Province, with its origins dating back to 1959 [1] - The financial report indicates that Zhongtai Securities (Shanghai) Asset Management's Zhongtai Xingyuan Flexible Allocation Mixed A fund remains one of Wushang Group's top ten shareholders, with a year-to-date return of 0.92%, ranking 1144 out of 2271 in its category [1][2] Financial Performance - The fund's performance over various time frames shows a near-term increase of 2.37% over the past week and 2.40% over the past month, while the year-to-date performance is 0.92% [2] - In comparison, the average return of similar funds is 2.60% year-to-date, indicating that Zhongtai Xingyuan's performance is below the average [2] Fund Management - The fund manager, Jiang Cheng, has a strong academic background with a bachelor's degree in finance from Tsinghua University and a master's degree from Shanghai University of Finance and Economics [3][4] - Jiang Cheng has extensive experience in asset management, having held various positions in different financial institutions before joining Zhongtai Securities [3][4]
华鲁恒升连跌4天,中泰证券(上海)资管旗下1只基金位列前十大股东
Sou Hu Cai Jing· 2025-04-15 15:55
Group 1 - Hualu Hengsheng has experienced a decline for four consecutive trading days, with a cumulative drop of -3.17% [1] - The company was listed on the Shanghai Stock Exchange in June 2002 [1] - Zhongtai Securities (Shanghai) Asset Management's Zhongtai Xingyuan Flexible Allocation Mixed A fund is among the top ten shareholders of Hualu Hengsheng, having increased its holdings in the fourth quarter of last year [1] Group 2 - The performance of Zhongtai Xingyuan Flexible Allocation Mixed A fund this year has yielded a return of -1.27%, ranking 1310 out of 2307 in its category [1] - The fund manager, Jiang Cheng, has a strong academic background with a bachelor's degree in finance from Tsinghua University and a master's degree in finance from Shanghai University of Finance and Economics [3][4] - Jiang Cheng has extensive experience in asset management, having held various positions in different financial institutions since 2006 [3][4] Group 3 - Zhongtai Securities (Shanghai) Asset Management was established in August 2014 and is led by Chairman Huang Wenqing and General Manager Xu Jiandong [4] - The company has three shareholders: Zhongtai Securities Co., Ltd. (60%), Shenzhen Paitena Investment Enterprise (Limited Partnership) (24%), and Shenzhen Qianhai Shanxiao Investment Enterprise (Limited Partnership) (16%) [4]