The Q1 rankings of non-money market funds have been reshuffled. Who has shrunk? Who is making a leap forward?
①The top 20 non-money market fund managers collectively experienced a reduction of RMB 750.3 billion in assets under management, accounting for over 90% of the entire industry’s asset contraction; ②The main reason behind many managers’ ability to surpass competitors is the "fixed income plus" funds, which saw an aggregate increase of over RMB 450 billion in scale during the first quarter; ③Passive equity funds became the primary segment experiencing asset shrinkage, although some managers achieved counter-trend growth.
ETF Closing Review | Gold prices reach new highs, the Golden Industrial Concept ETF and Golden Industrial Concept surge to the daily limit at the close, while some "mini" China Merchants SSE HK Equities ETF plunged at the end.
On April 21st, Gelonghui reports that all three major A-share indices rose today. At the close, the Shanghai Composite Index increased by 0.45%, the Shenzhen Component Index rose by 1.27%, the Chinext Price Index climbed by 1.59%, and the Northern Exchange 50 Index increased by 2.63%. The total trading volume in the All Market reached 1073.6 billion yuan, an increase of 124.4 billion yuan compared to the previous day. Over 4,300 stocks in the All Market rose. In terms of sectors, Gold Concept, cross-border e-commerce, Papermaking, AI applications, and Robot Concept stocks showed strong gains; Banks, Baijiu(Chinese Liquor), port shipping, and tourism hotel sectors lagged behind. In terms of ETFs, the Gold Concept saw continuous gains towards the end of trading, with the Gold ETF reaching its daily limit at the close, managed by Guotai Fund.
ETF afternoon review | The Hong Kong stock market continues to be closed today, with the "mini" Hong Kong stock ETF leading the way, while Huaan CES HK Equities Selected 100 ETF, GUOQIETF, and HENGSHENGETF gained 8%, 7%, and 6% respectively.
On April 21, according to Gelonghui, the three major A-shares indices collectively rose in the morning session. By lunchtime, the Shanghai Index was up by 0.3%, the Shenzhen Component Index by 0.72%, the Chinext Price Index by 1.05%, and the Beizheng 50 Index by 1.27%. The total transaction volume of the All Market in the first half of the day was 648.7 billion yuan, an increase of 77 billion yuan compared to the previous day. Over 4,000 individual stocks rose in the All Market. In terms of sector themes, Gold, cross-border e-commerce, Movie Theater Line, Working from Home, and Military Industry sectors performed strongly; Baijiu(Chinese Liquor), Banks, port shipping, and Real Estate sectors lagged behind. Regarding ETFs, the Hong Kong stock market continued to be closed today, with the "mini" Hong Kong-style ETFs continuing to lead in gains.
Express News | Shanghai Guosheng Group stated: firmly Bullish on the development prospects of China's Capital Markets, increasing Shareholding in the CSI Shanghai SOEs ETF and stocks of local state-owned enterprises in Shanghai.
The scale of HONGLIETF has exceeded 100 billion! In the past month, the CSI Central State-owned Enterprises Dividend Index, China Southern S&P China A-Share Large-Cap Dividend Low Volatility 50 ETF, and GUOQIETF have all risen by over 5%.
Gelonghui, December 19 | Recently, as the 10-year government bond yield enters the 1% range and year-end risk aversion demand increases, Assets are dancing again. Data shows that dividend-related Index saw a significant rebound in the last month. From November 18 to December 18, the Hong Kong Stock Connect CSI Central State-owned Enterprises Dividend Index ETF South (520660), China Southern S&P China A-Share Large-Cap Dividend Low Volatility 50 ETF (515450), and the GUOQIETF (517180) all rose by more than 5%. Meanwhile, there has been a continuous Inflow into dividend strategy ETFs, with a net inflow of 19.94 billion yuan in the past month, bringing the total scale to over 100 billion, reaching 102.4 billion yuan. Caitong believes
Continuous bullish policies have led to a 20% cumulative increase in the long-term undervalued Hong Kong stock guoqietf (513810).
Gelonghui October 15th | The long-term undervalued guoqietf sector continues to receive bullish policies. The constituent stocks of the Hong Kong-listed guoqietf, including China Taiping, China overseas, and China Merch Port, have risen, and the Hong Kong-listed guoqietf (513810) has risen. In the 16 trading days since September 13th, the Hong Kong-listed guoqietf (513810) has risen by more than 20%. Regarding the reasons for the increase, on the news front, under a new round of loose policies for mergers and restructuring, central state-owned enterprises deepen reforms through specialized integration and other means, promote the concentration of state-owned capital, actively respond to market cap management requirements, and enhance their value in the capital markets. China Merchants Securities pointed out,
Beginning with middle letter stocks remain active, china guoqietf (517180) rose more than 3%.
格隆汇October 11th | Stocks beginning with middle letter remain active, china communications construction rises by over 7%, guoqietf (517180) rises by over 3%, in the past 15 trading days guoqietf (517180) has risen by over 25%. On the news side, the stable A-share new tool officially launched, the "swap convenience" was implemented with a scale of 500 billion, which can only be used for investing in the stock market. Analysts believe that after financial institutions borrow securities from the central bank, they are highly likely to obtain funds through pledging repurchase, therefore the cost includes two parts: paying the central bank's fees and the pledging cost, which may be bullish for stable income high-dividend equity assets. Swhy believes that high stocks
Express News | Zhongchengtong's Chengyang Investment increased its shareholding in several state-owned enterprise guoqietf under Zhongchengtong today.
Express News | The Hongli GUOQIETF (510720) has issued its third dividend announcement.
Beginning with middle letter, there has been a collective rise, guoqietf (517180) of China's state-owned enterprise ETF has risen by more than 2% , creating a new historical high.
As of 14:30 in the afternoon of June 28, the stocks starting with the middle letter continued to rise. PetroChina and China Communications Services rose more than 5%, while CRRC Corporation, China United Network Communications, and COSCO Shipping Holdings followed suit. Guoqietf (517180) rose more than 2%, reaching a historical high; it has risen more than 24% this year and has led the ETF market. China Merchants Securities pointed out that the new "Guo Nine Articles" guide listed companies to increase cash dividends. The continuous improvement of the profitability of central state-owned enterprises by advancing a new round of state-owned enterprise reforms makes market cap management part of the evaluation system for central state-owned enterprises, guiding state-owned assets and central enterprises to pay more attention to dividend payouts, buybacks and other market-oriented approaches.
Express News | Guoqietf has been paying dividends for the second consecutive month, with a maximum of 12 dividends per year.
Hong Kong stocks! Hong Kong stocks! More than 210 billion dollars in capital, speeding up the rush to raise funds from the south!
Southbound Capital's net purchases of Hong Kong stocks during the year exceeded 210 billion yuan.
ETF Reviews丨Chinese stocks exploded, Chinese state-owned enterprise ETFs rose more than 8%
Gelonghui, January 25 | The three major A-share indices closed higher today. By the close, the Shanghai Index had risen 3.03% to recover 2,900 points, the Shenzhen Index rose 2%, the GEM Index rose 1.45%, the Beijing Stock Exchange 50 Index rose 0.61%, and the Shanghai and Shenzhen markets had a turnover of 891.4 billion yuan. More than 4,800 individual stocks rose in the two markets, with a net purchase of 6.293 billion yuan from Northbound Capital. On the market, stocks with Chinese capitals set off a tidal wave. Shanghai's state-owned enterprise reform and real estate development sectors continued to explode, while sectors such as oil and gas extraction, services, and data validation registered the highest gains. In terms of ETFs, stocks with Chinese letters exploded, China Southern Fund's Chinese state-owned enterprise ETF, Ping An Ji
ETF Afternoon Review丨China Special Valuation was active, and Hong Kong state-owned enterprise ETFs rose 3.84%
Glonghui September 4 | The A-share market opened higher in early trading, with Shanghai leading the way. As of midday trading, the Shanghai Index was up 1.12%, the Shenzhen Index was up 1.02%, and the GEM Index was up 0.45%. The Shanghai and Shenzhen markets had a turnover of 549.6 billion yuan today, up 68.6 billion dollars from the previous trading day. Beishang Capital made a net purchase of 6.33 billion yuan. In terms of sectors, sectors such as oil and gas, steel, coal, and liquor registered the highest gains, while sectors such as science and technology innovation, photoresist, semiconductors, and medical devices registered the highest declines. In terms of ETFs, China Special Valuation performed actively, and Huaxia Fund's Hong Kong-owned state-owned enterprise ETF rose 3.84%. The banking sector is rising, and China Merchants Fund Bank ETF
Is “China Special Assessment” back? The financial sector was in a frenzy in the afternoon. Three central enterprise ETFs went on sale today
The adjustment speed is a bit fast
The Shanghai Stock Exchange pushed central enterprise valuations back. Infrastructure ETFs and central enterprise innovation ETFs rose 6.15% and 4.31% respectively
Looking back at the current round of Chinese leading stock prices, since November 21, the Chinese leading sector index has accumulated a cumulative increase of nearly 13%. Currently, there are many ETFs on the theme of central enterprises on the market. As of last Friday, the average decline since this year was -10.63%, outperforming the Shanghai Composite Index (-13.29%).
ETF Market Close | The Hang Seng China Enterprises ETF rose by 1.86% today, leading the index fund gains.
On January 13, Capital邦 reported that as of the market close today, the Shanghai Composite Index fell by 1.17% to 3555.26 points; the Shenzhen Component Index dropped by 1.96% to 14138.34 points; and the ChiNext Index declined by 1.71% to 3083.14 points. The total turnover for both markets amounted to RMB 1,093.535 billion. In terms of sector performance, the COVID-19 testing segment continued to rally in the afternoon. Shares of Biotop Biotech and Jinan Hi-tech surged to their daily limit, with Oriental Biotech and Wondfo Biotech also posting gains. The tobacco sector saw a sustained rise in the afternoon as well, with Jins Tech and Jiajia Shares previously hitting their daily limit, while Huaye Fragrance and Jiyou Shares followed suit. Meanwhile, the cement concept weakened further in the afternoon.