Ten billion private placements lead in July results with monthly revenue of products reaching 174%
Source: Daily Economic News. Every reporter Yang Jian and editor Wu Yongjiu. In July, the A-share market has clearly differentiated from the previous market. The performance of small and medium-sized enterprises is acceptable, and the broader market has suffered.
Obviously, the market performance of private equity institutions in July showed a marked differentiation, of which 10 billion private equity institutions ranked three.
The average return of 55% is highly leading, and the total monthly return of 146 stock strategy products exceeds 10%, and only 35 stock strategy private equity products have a return of more than 20%.
It is obvious that among the stock strategy products, there is one explosive product, and the monthly income in July actually reached 174.
A major lead in tens of billions of private placements From the perspective of the main indexes in July, the Shanghai Stock Exchange Index fell by 1.
56%, Shenzhen index, GEM index, small and medium-sized board index increased to varying degrees, but the overall increase was significantly narrower than in June.
It is obvious that the wealth management data on the grid shows that the average return of the private equity industry in July was 0.
In comparison, the prospective private equity average earnings performance is not optimistic, and the monthly profit of the programmatic futures strategy increased by zero.
42%, the monthly return of the subjective outlook strategy increased by 0.
From the perspective of stock-based private equity performance, the overall profit in July was small: from the perspective of scale, private equity above 10 billion scale performed best, achieving an average return of 3.
55%, far ahead of the industry average.
The average return of the private equity industry this year is 16.
38%, the average return of stock-based private equity is 19.
30%, the only strategy that exceeds the industry average.
As of the end of July, the top 10 strategies have shown positive returns since this year, but the average returns in recent months are 3?
There was a potential fall in April, and the earning effect was mainly concentrated in the early stages.
The financial management data on the grid show that the average return of 1 billion to 2 billion managed private equity in July was 0.
94%, the average return since this year is 24.
For private placements with a management scale of between $ 2 billion and $ 5 billion, the average return in July was zero.
8%, with an average return of 23 this year.
It is obvious that the private equity of 10 billion yuan in management scale won the top spot in July with an average return of 3.
55%, with an average return of 18 this year.
Overall, the average return of equity strategy private equity funds in July was zero.
42%, with an average return of 19 this year.
Consumer electronics stocks responded in advance to private placement ranking network data showing that in July there were 6,379 stock strategy products with the latest net worth display, of which 2630 stock strategy products had positive returns, 431 had monthly returns above 5%, and 146 had returnsThere are only 35 private equity products with a monthly income of more than 20% above 10%.
A total of 636 monthly exceeding 5% or more, while 135 stock strategy products have a monthly change of more than 10%, and 23 products have a monthly change of more than 20%.
It is obvious that the revenue of Binnuo Qihang 2 on which Binnuo Assets belongs is as high as 174 in July.
91%, the product was established on January 22, 2018, and the revenue since this year has reached 11166%, and the revenue since the establishment of the product is 1634.
In addition, Luo Weidong’s Saiy Capital belongs to the top ten of the four private equity products, and the monthly income of Saiya No. 1 is 63%, the monthly income of Saiy Me Pure Fund is 60%, and the monthly income of Saiy Star Fund is 56.
95%, Saiyan Star’s monthly income is 39.
This, Fan Bo, vice president of Bedrock Capital, told the reporter of “Daily Economic News” that the leading companies in the sector that are optimistic about the performance growth mentioned earlier, and the white horse stocks in the technology industry with relatively clear growth, that is, “technology blue chips”In fact, this is also the style diffusion of Baima’s core assets.
If the fundamentals become better in the future, the performance of these stocks will be relatively better, but the industry differentiation of these companies is also more severe, so the growth sector is also a structural market.
Zhiyuan Liu, general manager of Zhiyuan Investment, pointed out that the recent growth of technology-based white horse stocks is actually the growth of high-quality consumer electronics stocks.
Due to the decline in mobile phone sales for many years, it was still exceeded as of July, and the consumer electronics industry has generally adjusted for almost 4 years.
In the future, the introduction of 5G mobile phones will gradually be realized. The mobile phone industry is likely to usher in a relatively large-scale wave of phone replacements, and the consumer electronics industry is likely to enter the boom cycle.
Therefore, the current growth of consumer electronics stocks is actually an early response to the coming of the future economic cycle.
The investment path of 5G is roughly the concept of the initial speculation before the license is issued. At present, the second phase of the target is more reliable, but it is not necessarily a real beneficiary company; next year, we will see the true performance of 5G, and the related companies are the third wave.; In the second half of next year or in the following year, it will be the fourth wave of 5G applications, artificial intelligence, big data, etc., that will be the biggest market.
Technology growth stocks are worth looking forward to. Shanghai Qianbo Asset Research Center told reporters that when the science and technology board opened, it was said that looking at the value of science and technology board stocks, we can not just look at the science and technology board stocks, we should look at the entire technology stocks industry.
The issue price-earnings ratio of the science and technology board company generally exceeds the main board, and the benchmark main board, the GEM company is estimated to be only dozens of times PE, far more than the science and technology board company, so the funds will find the relative valuation of this type of technology stocks.
Since the early days, it has been firmly optimistic about the technology growth stock market, and the technology stock market has just begun.
There are deeper reasons behind the contrarian growth of technology stocks. First, the 5G construction tide has driven technology stocks to a turning point in performance. Many technology white horses have come out of low performance and a new round of technology cycles has come. Second, the richness of prophets has been lightened.Consume white horses and gradually increase technology white horse stocks. After confirmation of the inflection point of technology stock performance, more institutional funds will choose to hold technology white horse stocks to promote the overall strength of technology stocks.
Li Shouqiang, the manager of Junmao Capital Fund, told reporters that the outstanding performance of Huawei’s concept stocks in the market is mainly driven by the positive sentiment revealed by Huawei’s developer conference last week. China has the advantages of supporting the global consumer electronics industry chain, and at the same time has producedA group of outstanding technology companies.
It is of great significance for some companies or products to enter Huawei’s supply chain for the first time. In the short term, market enthusiasm is high.
And whether the follow-up can be sustained in the short term is still emotionally catalyzed. In the medium and long term, it depends on the technical strength of each company, the ability to obtain Huawei’s orders, and the ability to continue to expand and improve. Companies with growing performance will continue to gain market favor.