In the context of the growing number of managers in the whole industry, is it a coincidence or another reason for Huaxia**'s return to the spotlight?
2023 has just passed, and the annual results of the public offering** are displayed in front of investors. ChinaAMC's performance in 2023 dominates the screen: active equity **first, quantitative**first, QDII includes the second and third (wind data, as shown in the figure), and the performance is more blossoming.
Change and breakthrough are the two keywords that we summarize China's leading industry in 2023. The 25-year-old public fundraising** has experienced a metamorphosis in 2023 to break the cocoon into a butterfly and reshape the ecology. In the market environment of the past few years, the original side of the public offering has been continuously screened and reshaped in the cruel market, and the self-evolving company has accumulated and stood out, and Huaxia may provide a sample for testing.
The rights and interests exploded, and a dominating answer sheet was born.
In 2023, the volatility of the A** field will be downward, and the suspense of the performance competition for active equity will not be revealed until the last moment. On the list of active equity ** that attracts the most attention from investors, the selection of innovative small and medium-sized enterprises on the China Beijing Stock Exchange will be opened in two years with 58A net worth growth rate of 56% won the championship.
In the quantification, the Huaxia Antai hedging strategy managed by Sun Meng is set to open at 10 for 3 monthsWith a 73% return, this is the only product in the category with a double-digit return.
Among the QDII products, ChinaAMC Global Technology Pioneer RMB (return 59.).58%), ChinaAMC Nasdaq 100 ETF (return 57.).44%) in second and third place, respectively.
Behind the "domination of the screen" is not only the comprehensive layout, but also the victory of long-termism. Taking the selection of innovative small and medium-sized enterprises on the Huaxia Beijing Stock Exchange as an example, Gu Xinfeng, the manager, graduated in 2012 and joined Huaxia**, and in 2015, he began to serve as a special account investment manager in the subsidiary Huaxia Capital, and immersed himself in the Beijing Stock Exchange (formerly known as the Beijing Stock Exchange for more than 9 years, which can be regarded as a real "ten years of grinding a sword").
Sun Meng, the manager of Huaxia Antai's hedging strategy for 3 months, graduated from the Department of Physics of Peking University and UCLA, joined Huaxia in 2017, and was one of the cutting-edge AI quantitative investment team of Huaxia at that time. Huaxia is also the first company in the industry to introduce AI into quantitative investment, and this initiative has begun to bear fruit in recent years.
Among the top 20 three-year results of the public offering ** disclosed by Wind as of 2023, Huaxia Panli one-year fixed opening A (44%), Huaxia Panrui one-year fixed opening A (21%), Huaxia Industry Prosperity (21%), Huaxia New Splendid A (39%), Huaxia Smart Value Growth A (31%), ChinaAMC CSI 500 Enhanced A (35%), Huaxia Pantai A (24%), Huaxia Overseas Gathering A (40%), ChinaAMC Greater China Credit Select A RMB (23%), ChinaAMC's overseas income A RMB (6%) and other companies are on the list. (wind, 2021 01 01-2023 12 31, 2023 public offering ** medium and long-term performance ranking).
From the perspective of the types of these products, ChinaAMC** has performed well in various fields such as active equity, quantitative hedging, QDII, ETF, and fixed income.
Lego" with industrialization, the secret of multi-point flowering.
Very good at "votes" - equity investment is prominent, which is the definition of Huaxia by early investors. Nowadays, if investors have a detailed understanding of Huaxia**, they will find that this **** company with public assets under management of more than one trillion yuan can no longer be defined by a certain style characteristic.
As of the end of 2023, the products managed by Huaxia ** cover all categories in the current market, except for the ** that dominates the screen in 2023, Huaxia occupies a leading position in the industry in the fields of ETFs, pension FOFs, QDIIs, REITs, etc.
In 2023, Li Yimei, general manager of Huaxia**, has a vivid description of its development ideas at the 25th anniversary strategy meeting of Huaxia**: "Lego" - the more basic particles there are, the more needs can be satisfied. Under this line of thinking, Huaxia's "multi-asset all-round platform" has gradually taken shape.
However, "very good at ** votes" is still the top priority of a company's ability building. Compared with the past, Huaxia's "meeting votes" have gradually transformed from a star manager to an "industrialized" and "platform-based" form.
Investors will find that in almost every category, you can see the figure of China's top products;Almost every type of demand can be seen in Huaxia** corresponding solutions. However, what has changed is that in many categories, investors' perception of ** managers is much lower than the perception of product or asset analogies.
In line with the vision of "multi-asset all-round platform" of Huaxia, in terms of research system, Huaxia has set up three major departments: equity research, fixed income research and intelligent investment research technology center, and in terms of investment, it has established an investment decision-making system with strategy as the core, professional investment committee leading, and manager responsibility. At present, the investment committee has equity, institutional and mixed assets, international, fixed income, quantitative, infrastructure and real estate, derivatives and non-standard assets, covering almost all mainstream styles and industries at home and abroad.
Different from the industry standard, this investment and research system does not only serve investment, but involves the whole process of asset creation. When to create which type of asset, involving active, index, and quantitative methods, is determined by active investment research.
Under the industrialization, platformization and integration platform, Huaxia**'s vision of building a "multi-asset all-round platform" in the way of "Lego" has been able to show its value in the volatile environment in recent years.
The "sense of gain" formula, the flywheel of customer trust and ability growth.
In the past few years, many development ideas in the public offering industry have been tested, whether it is the growth or value of style, active or passive, or small and beautiful in the choice of direction, or large and complete, it can be described as a hundred flowers blooming.
However, there is still an unavoidable problem of how to get positive feedback from customers on these characteristics, so that the company's ability and customer trust can form a positive feedback.
At the recent forum of the Times, Li Yimei mentioned when describing customer-centricity that the key to customer-centricity is to enhance the sense of acquisition of customer investment. Sense of gain = account income + awareness improvement + trust enhancement.
This "sense of gain" formula involves systematic improvement at multiple levels such as investment research, sales, service, risk control, assessment, investment and education, but each improvement requires long-term and unremitting investment, and it is not a short-term effect that can be achieved immediately.
Through the sales and various services of Huaxia**, investors can see that Huaxia** has the internal logic of focusing on "sense of gain" in terms of product strategy, investment advisory, pension, investment education, etc., focusing on making customers' accounts profitable, and also making great achievements in improving investors' cognition and trust.
What matches is that the scale of public assets managed by Huaxia ** will still increase from 1,071.7 billion yuan to more than 1 in the past 20232 trillion yuan, an increase of more than 16%.
Huaxia**'s "multi-asset all-round platform" has formed a flywheel of growth between capacity building and customer trust. The performance and scale growth in 2023 is a silhouette of the industry's pioneers who are unswerving and constantly changing.
Editor-in-charge: Tactical Heng.
Proofreading: Wang Chaoquan.