Bid-back funds have gradually entered the asset management of brokerage companies, both public and private placements
Will the funds in the north go up in two days?
Investing without looking at policies is like blindfolding. Come to Sina Finance University, listen to Miss Dong read the news, and understand the market.
Free for a limited time until February 9!
Soared 2 trillion in 2 days!
The bottom-up funds have come into the market one after another, and the brokerage asset management, public placement, and private placement have all been shot. Foreign countries have scanned 22.8 billion goods in 3 days. There are still some funds that can be expected.
This morning, Monarch Asset Management announced that it intends to invest 300 million US dollars in self-purchasing related property products.
However, Monarch Asset Management did not announce the specific configuration of certain products.
At present, the equity products managed by the company’s flag (Jin Qilin analyst) include “Jundeming” and “Jundexin”.
It is said that incomplete statistics of Chinese reporters of securities companies, currently there are four securities companies, including Monarch Asset Management, Dongfanghong Asset Management, Guangfa Asset Management, and Industrial Securities Asset Management, announced that they will allocate their own products with their own funds, and the total investment is not low.At 4.
In addition, there are other securities companies ‘capital management such as China Merchants Securities Capital Management, Yinhe Jinhui Asset Management, etc., indicating that they also intend to invest in self-purchased products, and are currently actively studying and discussing.
Affected by the epidemic, the A-share market fell sharply on the first trading day after the holiday7.
The market panic has risen, and the confidence of various institutions’ funds in A shares has not diminished. Public offerings and private placements have purchased some products from themselves. Now brokerage asset management has also begun.
In fact, the atmosphere of panic has begun to ease since yesterday.
On February 4, the three major A-share indexes rebounded across the board.
Today, the three major A-share indexes rose again across the board. For two trading days, the Shanghai Stock Index, the Shenzhen Stock Exchange Index, and the GEM Index rose respectively.
19% and 8.
62%, the latest point has exceeded the closing price before the holiday, recovering lost ground.
In just two trading days, the value of the A stock market soared by 2 trillion yuan.
The final close, the two cities fell slightly after the high, the Shanghai index rose 1.
25% reported 2818.
At 09 o’clock, the turnover was 349.2 billion yuan; the Shenzhen Component Index rose 2.
14% reported 10305.
At 50 points, the turnover was 52.31 million yuan.
GEM Index rose 3.
02% at 1939.
4 brokerage capital management funds 4.
700 million self-purchased products in the end Finally, the existing four brokerage asset managers clearly announced that they will use their own funds to purchase their own subsidiary products.
Among them, Guojun Asset Management plans to invest 300 million in self-purchasing related equity products, Oriental Securities Asset Management plans to invest 100 million in self-purchasing with 10 partial equity funds and collective asset management plans, and GF Asset Management will increase 50 million yuan in self-purchaseThe hybrid collective asset management plan gradually followed the investment of the collective asset management plan operated by the reference public fund to more than 300 million US dollars. The Industrial Securities Asset Management has used the company’s own funds of approximately 20 million yuan on February 5 to subscribe for equity products owned by the company.
Monarch Asset Management plans to invest 300 million in self-purchased related equity products. Monarch Asset Management announced this morning that it intends to invest 300 billion in related equity products.
Monarch Asset Management did not announce that it would buy some products.
At present, the company’s equity products under the management of the company include Jundeming and Jundexin.
According to the Chinese reporter of the securities firm, “Jun Dexin” had just received approval from the public.
Monarch Asset Management believes that during the entire Spring Festival holiday, the epidemic situation has further fermented, and the A-share market after the holiday is facing some pressure, but from a one-year perspective, the point of the A-share index should be basically not affected by the epidemic situation.Short-term fluctuations have a high probability of creating a mid-term buying point.
The core logic of the rising trend of A-shares will not be affected by the epidemic in the long term. Therefore, once the epidemic situation is contained, the pattern of opening will be open at that time, and the estimates of deviations will come. At the same time, disputes between institutional investors at home and abroad will come.Investors’ most eye-catching markets.
The drop in panic caused by the outbreak may bring the most important timing opportunities in 2020.
In terms of direction, continue to be optimistic about consumer electronics, 5G, new energy vehicles, games, semiconductors and military industries and other pan-tech industry semiconductor industry boom.
”All along, Monarch Asset Management insisted on the strategy of intensive cultivation and selection of stocks from the bottom up. As a black swan incident, an epidemic situation or a certain short-term impact on the market, but also a high-quality company we are concerned about,In particular, some companies that have been less affected by the epidemic have provided very good buying points. We will continue to select the best, excavate the reasonable value of the enterprise, and create value for investors.
“Monarch Asset Management said.
Xingzheng Asset Management Co., Ltd. has dismissed 20 million self-purchased some equity products. Xingzheng Asset Management Co., Ltd. announced this afternoon that the company had used the company’s own funds of approximately 20 million yuan to subscribe for the company’s equity products on February 5, 2020.
Based on the firm confidence in the long-term healthy and stable development of China’s capital market, the company will further increase its participation in equity-owned products of the company based on market conditions.
At the same time, the company will continue to uphold the 深圳spa会所 value investment philosophy and create value for investors.
Orient Securities Asset Management plans to invest 1 billion in self-purchasing. Every 10 partial equity funds and collective asset management plans. Orient Securities Asset Management Co., Ltd. announced on February 4 that based on its confidence in the long-term healthy and stable development of the Chinese capital market, it plans to invest 10100 million yuan of own funds to purchase about 10 partial equity funds and collective asset management plans.
In general, all the company’s executives, all fund managers and investment managers also actively invested in the purchase of vested funds and collective asset management plans, with a total purchase amount exceeding 10 million yuan.
The Dongfanghong Asset Management Plan launched this time purchased US $ 100 million of its own funds for every 10 partial equity funds and collective asset management plans. The purchase amount of each product was 10 million, including Dongfanghong New Power Hybrid Fund and Dongfanghong Industry Upgrade.Mixed Funds, Oriental Red China Advantage Mixed Funds, Oriental Red Shanghai-Hong Kong-Shenzhen Mixed Funds, Oriental Red Plus Bonus Mixed Funds, Oriental Red Ruifeng Mixed Funds, Oriental Red Ruihua Mixed Funds, Oriental Red CSI Competitiveness Index Fund, OrientalRed domestic demand growth collective asset management plan, Dongfanghong solid growth collective asset management plan.
Among them, Dongfanghong New Power Hybrid, Dongfanghong China Advantage Hybrid, Dongfanghong Premium Bonus Mix, Dongfanghong CSI Competition Index Fund subscription restarted on February 4 and completed.
The purchase of the remaining products will be completed after the resumption of large purchases and resumption of purchases.
GF Capital Management added 50 million self-purchased multiple hybrid collective asset management plans. Guangfa Securities Asset Management stated that it is confident in the long-term healthy development of the Chinese economy and the Chinese capital market and will continue to hold the company’s consolidated collective asset management plan that has been invested.At the same time, in order to ensure the stability of the capital market and product liquidity, the company decided to increase the mixed asset management plan of mixed assets of no less than 50 million of its own capital, and gradually merged with the collective asset management plan operated with reference to public funds to exceed300 million yuan.
Some brokerage asset management risk control leaders analyzed that some brokerage asset management believes that the self-purchasing of equity products may be due to the need for liquidity support.
”We can trade on a smaller scale and there is no pressure to deny redemption, so we will not sell in large amounts.
“The relevant person in charge of the asset management business of Tianfeng Securities said that currently there is no plan for self-purchasing, and when it is really necessary, it will seriously consider it.
In essence, there are also brokerage asset management business personnel telling brokerage Chinese reporters that the company’s public offering management is not large and mainly fixed income products, so there is no consideration of self-purchase for the time being.
Both public offerings and private placements have shot up. Following the launch of Xingquan Fund’s first public fund purchase, the daily public offerings were announced on February 4.
According to the data of the China Foundation, as of 20:00 on February 4, 2020, at least 26 public fundraising funds stated that they are based on the sum of inherent funds and employee funds.
545 billion subscriptions / subscriptions are public offerings and special account products.
(Which also includes Orient Securities Asset Management) In general, private equity has followed suit.
On February 4, Ten billion private equity Kaifeng Investment announced that it will continue to hold the company’s subsidiary products that have been invested, and plans to add 100 million US dollars of its own funds to subscribe to the company’s macro strategy series of products.
This is also the first private equity fund to launch such a large self-purchase.
The bottom is also that foreign and even A shares plunged 7 on the first trading day.
72%, but the flow of capital to the north was large.
After the actual inflow of funds from Beijing to the north on February 3, nearly 18.2 billion, foreign net inflows continued yesterday 49.
200 million US dollars, which is in sharp contrast to the past which has gradually exceeded more than 10 billion.
Small net reduction today 3.
0.8 billion, but even so, the northbound funds swept 22.8 billion goods in 3 days.
The Guotai Junan Colonial Team believes that this is a relatively rare incident, which reflects the increase in foreign confidence in A shares.
The team summarized the key points of the current epidemic event in China by collating the latest perspectives of ten overseas financial institutions: 1. Most overseas institutions expect the epidemic control to make progress in the first quarter of 2020, which will affect the economy and marketThe impact was short-term.
Declining case growth will be the inflection point.
2. Overseas institutions generally lowered China’s economic growth rate by ten years.
3. Short-term hedge of asset allocation, defensive allocation can be made by configuring US Treasury bonds, gold, etc.
4. The market decline brings opportunities for intervention, and investment opportunities remain in the medium and long term.
5. Due to the development of China’s tertiary industry, the impact of this epidemic on the economy will be longer than SARS.
However, UBS and other institutions believe that due to the rapid response of the authorities, increased public vigilance, and improved medical service capabilities, it seems that the impact is currently less severe than SARS.
6. In addition to the generally recognized consumption, aviation, and entertainment industries in the affected industries, we must also be alert to the possible impact of Wuhan as a logistics hub and a major automotive supply chain.