China Economic Weekly reporter Sun Tingyang reports from Beijing.
In 2023, the CSI 300 Index will be 11% and the BSE 50 Index will be 15%. * It is a professional institutional investor, how to make a profit in such a market, test their wisdom.
Among the public offerings** established before 2023, only the number of main *** is counted, and 4,513** will be profitable in 2023, accounting for 44%; There are 94 with a profit of more than 20%. On the other side of the coin, there are also 5,717** losing money in 2023, accounting for 56%, and 1,026** losing more than 20%.
Profit** Seize the opportunity to make money.
* is a professional institutional investor, to seize the ** market to seize the few opportunities to make a profit.
GF Global Select, ChinaAMC Beijing Stock Exchange Innovative Small and Medium-sized Enterprises Select Two-Year Fixed Opening and Eastern Regional Development are among the top 10** in profitability in 2023, with yields ranging from 54% to 66%.
GF Global Select is the champion of the 2023** yield, which seized the opportunity in the overseas market and made a profit of 66% for the year.
ChinaAMC Beijing Stock Exchange's Innovative Small and Medium-sized Enterprises Select will open in two years, with a profit of 59% in 2023, which is the runner-up. The ** seized the opportunity of the Beijing Stock Exchange.
The BSE 50 Index has performed strongly in 2023. The index gradually ** before October 2023, suddenly gained momentum on October 24, and by December 29, 2023, the index was **53% during the period.
At the end of the third quarter of 2023, 7 of the top 10 heavy stocks are constituent stocks of the Beijing Stock Exchange 50 Index. From October 24 to December 29, 2023, these 7*** are between 55% and 156%. Although the other 3 heavy stocks are not constituent stocks of the Beijing Stock Exchange 50 Index, two of them have also risen by more than 100%. The yield for the same period was 44%, plus the earnings of the first 9 months, the profit for the year was 59%.
Other investors in the Beijing Stock Exchange also have good returns. For example, GF Beijing Stock Exchange Select Two-Year Fixed Opening A, Invesco Great Wall Beijing Stock Exchange Selected Two-Year Fixed Opening A, and Wanjia Beijing Stock Exchange Huixuan Two-Year Fixed Opening A, the 2023 yields are % and 32% respectively.
In 2023, the Shanghai Stock Exchange and the ** China Special Valuation Sector, technology stocks and liquor stocks will also maintain strong stock prices for a period of time. **A manager's ability to seize opportunities is crucial to a year's profit and loss.
Eastern Regional Development will make a profit of 55% in 2023, ranking 7th. The ** heavy position in technology stocks in the first quarter of 2023, and heavy position in liquor stocks in the second and third quarters have been high** operations. The scale of the ** at the end of 2022 is only 01.6 billion yuan, which will increase to 4$8.4 billion. The expansion of the scale is mainly due to the subscription of the people.
Some** didn't break into the top 10, but their performance in 2023 was remarkable.
Soochow Mobile Internet A and Soochow New Trend Value Line will make a profit of 45% and 42% respectively in 2023. These two ** are managed by the same manager. The manager summarized in the second quarter of 2023 report of Soochow Mobile Internet A that the performance of technology stocks in the first half of the year was relatively outstanding. At the end of 2022, they judged that there are great opportunities for technology stocks in 2023, and increased the layout and allocation of artificial intelligence, and the net value achieved relatively good performance. These two ** were profitable in the first half of 2023, and missed some opportunities in the second half of the year, and the yield for the whole year declined.
The loss** manager is replaced.
* Gambling in the **market, failing to grasp the market hotspots**, net worth loss. **Managers will also be replaced if they fall behind in the company's internal appraisal.
BOC New Energy Industry Select A will lose 47% in 2023, ranking first in losses. The ** was established in April 2022, lost money that year, and will continue to lose money in 2023, with a cumulative loss of 49% after its establishment, almost halved. The yield was also at the bottom of the 18 similar stocks established in the same month of the same year, and the excellent ** profit was 20% in the same period. If the people subscribe to the bottom and the excellent two ** at the same time, the former loses 49% and the latter makes a profit of 20%, which is a huge difference.
Some ** not only failed to make a profit in 2023, but also lost money in 2022.
Among the top 10 losses in 2023, 4 will lose more than 20% in 2022, namely Guolian New Opportunities, Nord Preferred 30, Bank of China ** Preferred Industry Leader A and Da Mo Basic Industry. 4** lost between 53% and 68% of the two years. If the people hold these 4 ** in the past two years, on the current basis, the net value can only be recovered when the net value is doubled. Historically, there have not been many cases where the net worth has doubled within two years.
The greater damage to the people is large-scale**. China Securities Construction Investment Low Carbon Growth A will lose 45% in 2023. At the end of 2022, the scale of the ** was 1.5 billion yuan, almost all of which was held by individual investors. Some people will "cut meat" in 2023 to redeem the **. At the end of the third quarter of 2023, there will only be 1.1 billion yuan left in the scale.
The company will assess the ranking of the manager, and if the ranking lags behind for a long time, the manager will be adjusted. Of these 10 at the bottom, 3 have recently adjusted their managers.
On December 30, 2023, Bank of Shanghai announced that one of the ** managers of Shanghai Bank New Energy Industry Select A resigned due to personal reasons, and he has been managing the **, and the ** lost about 49% during the management period.
One of the managers of League of Nations New Opportunities left his post on December 7, 2023. This manager has managed the ** for more than 4 years, with an average annual loss of 8%, ranking in the bottom 1% of the same category in the same period.
On November 16, 2023, Bank of China's ** preferred industry leader A changed its **manager, and the replaced **manager managed the ** for more than 3 years, with an average annual loss of 17%, ranking in the bottom 2% of the same category in the same period. The manager stepped down from his position as the manager of the 3 ** on the same day. The other two ** he manages have been managed for more than two years, with an average annual loss of more than 20%.
Editor-in-charge: Yang Lin.