Compared with the past three years, this year's championship ** battle has a stronger gunpowder smell, and the championship throne has been twists and turns, and it has changed hands many times.
Text: Daily Financial Report Chu Feng.
In 2023, the A-share ** index will continue**, the market hotspots will change frequently, and the championship battle for active rights and interests will also have twists and turns. In the first half of this year, the TMT sector became a hot topic, and the income of the relevant market outlet was leading, and the semi-annual champion was also produced.
By the second half of this year, the A** field fluctuated downward, and the Shanghai Composite Index fought a 3,000-point defense battle many times, and the competition for the champion ** became stronger. First of all, the hype in the TMT sector died down, and the mixed net value of Nord New Life, which had won the semi-annual championship, fell all the way, and its performance was at a loss.
Although Soochow Mobile Internet Hybrid also suffered, the drawdown was lower, and the yield was still in the forefront. The Eastern Regional Development Mix successfully "escaped" the TMT sector, thus seizing the first place and maintaining it for a long time.
By the end of the year, the Oriental Regional Development Mix, Taixin Industry Select Mix and Soochow Mobile Internet Mix launched a fierce championship battle, but the concept of the Beijing Stock Exchange has sprung up, and the current China Beijing Stock Exchange has been selected for two years to be the temporary champion of the innovative small and medium-sized enterprises.
The TMT sector hype went out, and the semi-annual champion "fell".
In the first half of this year, A-shares** were significantly differentiated, and the TMT sector became the biggest winner. According to Flush iFinD data, as of June 30, the CSI TMT Industry Theme Index rose by 23 during the year06%, the top active equity** is almost a heavy position in TMT sectors such as computers, electronics, communications and media.
Among them, NORD New Life Hybrid and Soochow Mobile Internet Hybrid launched a fierce semi-annual championship battle. Eventually, the Nord New Life Mix ended with 75The yield of 07% successfully won the "top spot", and Soochow Mobile Internet Hybrid won 71The yield of 64% won the semi-annual runner-up.
Only one trading day, that is, on July 3, the net value of the product fell sharply, and the yield fell during the year, and Soochow Mobile Internet Hybrid won the first place. It didn't take long for the championship to change hands again on July 26, and the Eastern Regional Development Mix was 63The yield of 84% is the first.
Behind this, from the middle of this year, the TMT sector, which has been hyped by the market, has been greatly improved and lasted until the end of the year. The net value of Nord New Life Hybrid and Soochow Mobile Internet Hybrid has retreated sharply, of which the former has withdrawn even more, and the stage ranking once fell to the bottom one.
According to the data, as of December 26, the annual return rate of Nord New Life Mixed turned from profit to loss, with a loss of 971%, the net value of the unit is relatively high. In the third quarter alone, NORD New Life lost 3720%, ranking first in the whole market in terms of performance.
Soochow Mobile Internet Hybrid also appeared**, but the decline was lower than that of Nord New Life Hybrid, with a return of 40 for the year as of December 2640%。The "Daily Financial Report" noted that from the perspective of asset allocation, although both invest in the TMT sector, the investment focus is different, and the mixed position of Nord New Life has changed greatly.
According to the 2022 annual report, NORD New Life mixes the main investment computer, with the allocation accounting for 8970%；Soochow Mobile Internet Hybrid mainly invests in electronics and computers, accounting for 5376% and 4331%。According to the 2023 interim report, NORD New Life has significantly adjusted its positions to communications, electronics and mediaSoochow Mobile Internet Hybrid still mainly invests in electronics and computers, but the proportion of computers decreases and the proportion of communications increases.
In contrast, the mixed development of the eastern region successfully "escaped" the TMT sector and once won the championship. In the first half of this year, the Eastern Regional Development Mix was also the main investment TMT sector, and the proportion of computer asset allocation in the 2022 annual report reached 8441%, while in the 2022 interim report, all computers were sold, and the proportion of food and beverage allocation reached 9996%。
Data**: Straight Flush ifind, Eastern Regional Development Mixed Industry Allocation in the Past Three Years.
At the end of 2021, Zhou Siyue began to serve as the ** Manager of Eastern Regional Development Mix. It can be seen from the above figure that after Zhou Siyue took over, the concentration of a single track was higher, and the style switch was faster, and the focus direction of the three interim reports and annual reports was different.
At the end of the year, the smell of gunpowder was strong, and the Beijing Stock Exchange sprung up
In the second half of this year, the A-share ** index continued to weaken, with the Shanghai Composite Index repeatedly fighting a 3,000-point defense battle and falling below 3,000 points in October and December. As the market weakened, the net value of active equity** also retreated as a whole, and the Eastern Regional Development Mix was able to maintain the champion for a long time until December.
December is approaching the end of the year, the battle for the championship ** is getting stronger, according to the statistics of the "Daily Financial Report", from December 1, the position of the "top of the list" has changed a total of 8 times. The first challenger was Taixin Industry Select Blend, which on December 7 ended with a price of 45The yield of 14% won the first place for the first time.
The rise of Taixin's industry selection blend is also stepping on the TMT plate. According to the 2022 annual report, the allocation ratio of this product to the media sector reached 5369%, and the allocation of social services accounted for 3341%；By the middle of this year, the product has significantly increased the proportion of media allocation, reaching 8394%。
In fact, Taixin Industry Select Mix has been betting on the media sector for a long time since 2017, and has continued to increase the allocation ratio since 2020, and stepped on the market outlet of the TMT sector this year, and the allocation ratio of this year's interim report has reached the highest level in history.
In December this year, after Taixin Industry Select Mix won the first place, the position faced many challenges, first Soochow Mobile Internet Mix, and then Huaxia Beijing Stock Exchange Innovative Small and Medium-sized Enterprises Select Two-year Fixed Hybrid, but these two challenges were "resolved" by Taixin Industry Select Mix.
The turnaround took place on December 22. The game media sector suffered a sharp decline on the same day, of which the media ETF (159805) fell by more than 8%, against the backdrop of the National Press and Publication Administration's public consultation on the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)".
Judging from the top ten heavy stocks, the main investment direction of Taixin Industry Select Mix is the film and television industry, but it has also been greatly affected. According to the industry weight of the CSI Media Index, the game industry accounts for the highest proportion, followed by publishing, advertising and marketing, film and television animation and other industries.
On December 22 alone, Taixin's industry select mixed net value fell by 629%, the yield was distanced by other outstanding **, and the championship was recaptured by the Eastern Regional Development Mix. In the next 2 trading days, Taixin's industry select mixed net value continued to retreat.
It is worth noting that although the net value of the Eastern Regional Development Mix has been ** for 3 consecutive trading days, the increase in the two-year fixed opening blend of innovative small and medium-sized enterprises on the China Beijing Stock Exchange has been greater.
From December 22nd to 26th, the selected innovative small and medium-sized enterprises on the China Beijing Stock Exchange will open the mixed net value in two years38% and 084%, thus winning the first place. As of December 26, the product has reached an annual yield of 5029%, leading the Eastern regional development mix 552 percentage points.
This year, the performance of the Beijing Stock Exchange's theme ** is quite impressive. Excluding the newly established products during the year, only the 10 Beijing Stock Exchange theme** have a two-year fixed opening mixed net value loss on the Beijing Stock Exchange, and the other products have achieved good results. As of December 26, 3 products have been ranked in the top 10 of active equity**.