pennfierce35000reel|公募前4个月首尾业绩差超六成
In the first four months of this year, the three major A-share indexes all rose, thus further widening the gap in public offering performance. As of the end of April, the gap between the beginning and the end of public offering performance also increased from 55% at the end of March.Pennfierce35000reel.67% expanded to 61.56%. In the context of the rising market trend, the scale of new public offerings and dividends are also up compared with the same period last year, exceeding 380 billion yuan and 54 billion yuan respectively. Some people believe that the year-on-year growth trend of public offerings and dividends is expected to continue, mainly due to the warming of the market environment and the improvement of fund earning ability. Looking forward to the future, some industry insiders pointed out that the market for the whole year of 2024 belongs to the first low and then high, first suppressing and then rising, and the factors favorable to the market are gradually increasing, while the factors that are negative to the market are gradually decreasing.
Nearly 50% of active equity funds have been rectified.
On the last trading day of April, the Shanghai Composite Index, Shenzhen Composite Index and gem Index closed at 3104.82 points, 9587.12 points and 1858.39 points respectively, down 0.26%, 0.9% and 1.55% respectively. However, looking back at the whole month of April, the three major A-share indexes all rose, with the Shanghai Composite Index, Shenzhen Composite Index and gem Index rising 2.09%, 1.98% and 2.21% respectively.
At the same time of the upward trend of the market, the income gap of public offering funds is also further widening. Oriental Fortune (300059) Choice data show that as of April 30, of the 7609 active equity funds (shares calculated separately, the same below), 3702 funds achieved positive returns for the year, accounting for 48.65%, while only 35.79% of active equity funds achieved positive returns at the end of March. Specifically, in April, a total of 48 products had an annual return of more than 20%, and Xizang Dongcai Digital economy mixed initiator A temporarily took the lead with a yield of 28.86% for the year.
At the same time, the annual return of Furong value selection mixed Amax C and Jinyuan Shun'an Industry selection mixed Ascarp C fell by more than 30%. Among them, the annual return of Jin Yuan Shun'an Industry selection mixed C was-32.7%, which was temporarily at the bottom. It is worth mentioning that Xizang Dongcai Digital economy mixed launch An and Jinyuan Shun'an Industry selection mixed C also ranked first and last in the current public offering market performance list, in other words, by the end of April, the poor performance of public offerings has reached 61.56%. At the end of March, the poor performance of public offerings was 55.67%.
At the end of February and March this year, the performance of Jinyuan Shun'an Industry selection mixed C is also at the bottom of the whole market. Quarterly data show that by the end of the first quarter of 2024, the top 10 stocks of the fund are Jujie Microfiber, Sanfu Outdoor (002780), Jinchun shares, Nuobang shares (603238), Meili Technology (300611), Yantang Dairy (002732), Zhiyang Innovation, Huaguang New Materials, Hunan Investment (000548), and set New Materials. Among them, Jujie Microfiber, Jinchun shares, Meili Technology, Huaguang New Materials have fallen by more than 20% during the year.
In the view of Guo Shiliang, a financial commentator, the performance gap between the beginning and the end of the public offering widened, reflectingPennfierce35000reelIn this year's market environment, the difficulty of investment has increased, and the differentiation of institutional investment has also obviously intensified. At the same time, the differentiation of performance may also be related to the fluctuating market environment, the difficulty of asset allocation, different risk management strategies and other factors.
The growing trend of issuing dividends is expected to continue
At the same time as the market rebounded, the issuance scale of new public funds and the amount of dividends during the year also rose compared with the same period last year. According to Oriental Fortune Choice data, by the end of April, a total of 412 new funds had been established during the year, with the size of new issuance reaching 384.486 billion yuan, of which 299.69 billion yuan was issued by bond funds, accounting for 77.95%. In the same period in 2023, only 396 new funds were established, with a new issuance scale of 350.959 billion yuan, accounting for 61.95% of the total debt base.
Specific to the single month of 2024, 95, 60, 137,120 new funds were established from January to April, with the new issuance scale of 56.538 billion yuan, 36.097 billion yuan, 150.763 billion yuan and 141.089 billion yuan respectively. At present, the largest new fund issued during the year is Anxin Changxin enhanced bonds, with a total issue size of 8 billion yuan. In addition, in April, the total issuance size of six funds exceeded 7.9 billion yuan. they are Xingsheng Global China Bond 0-3 Policy Financial debt Index, Taikang China Bond 0-3 Policy Financial debt Index, Fuguo Ruixia Pure Bond, Yinhua China Bond 0-5 Policy Financial debt Index, Dacheng Jingshuo interest rate debt, and Huidianfu Investment Grade Credit debt Index.
In terms of dividends, as of the end of April, the total amount of dividends paid by public funds for the year was 54.173 billion yuan, an increase of 6.134 billion yuan, or 12.77 percent, compared with 48.039 billion yuan in the same period in 2023. Specifically, Huatai Berry Shanghai and Shenzhen 300ETF and Bank of China Securities Amgen Bond An and C all paid more than 1 billion yuan in dividends this year, which were 2.494 billion yuan, 1.201 billion yuan and 1.149 billion yuan respectively.
In addition, those with dividends of more than 500 million yuan during the year included Bank of China Fenghe Bond, Huatai Berry Shanghai Stock dividend (510880) ETF, Golden Eagle Tianying Pure Bond A, Bank of China Securities Exchange Jiading Bond, Fuguo Tianli growth Bond (100018) A, Penghua Bond 1-3 year Agricultural Development Bond Index C, and Bank of China Happy Open Bond 7 funds. The dividends are 801 million yuan, 796 million yuan, 707 million yuan, 701 million yuan, 538 million yuan, 511 million yuan and 500 million yuan respectively. At the same time, the above 10 products also won the top 10 dividends of the year.
Guo Shiliang said that the increase in the scale of dividends compared with the same period last year, on the one hand, is related to the factors of the current market actively guiding value investment, and on the other hand, it is related to the fund's efforts to retain investors and enhance the attractiveness of the fund by increasing dividends. Guo Shiliang also mentioned that the year-on-year growth trend of public offerings and dividends is expected to continue, mainly due to the warming of the market environment and the improvement of fund earning ability.
Looking to the future, Yang Delong, chief economist of Qianhai Open Source Fund, believes that before the May Day holiday, there was a continuous rally in the market, and the Shanghai Composite Index successfully recovered 3100 points, and the second wave of the market was about to emerge. The market for the whole year of 2024 belongs to the first low and then high, first suppressing and then rising, the factors favorable to the market are gradually increasing, while the factors that are negative to the market are gradually decreasing. From a policy point of view, the support for the capital market has been increasing, and the release of the new "National Nine articles" has further enhanced the positioning of the capital market. Building a high-quality capital market is expected to promote China's capital market to shift from financing to investment, so that more investors can share the fruits of China's economic growth in the capital market. by being a good shareholder of the company or holding a high-quality fund to obtain property income, thus driving a rebound in consumption.
Beijing Business Daily reporter Li Haiyuan
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