1.The latest news from well-known fund managers

Fu Pengbo：Reduced positions at Xinzhoubang

According to the 2023 annual report data, Fu Pengbo and Zhu Yi's Ruiyuan Growth Value Hybrid A appeared in the list of the top ten tradable shareholders of the listed company Xinzhoubang, a decrease of 1.09 million shares compared to the previous period.

Han ChuangcompetentThe fund entered the top ten tradable shareholders of Guangsheng Nonferrous

According to the 2023 annual report data, Han Chuang's Dacheng Emerging Industrial Complex appeared in the list of the top ten tradable shareholders of Guangsheng Nonferrous, holding 1.695,500 shares.

Lu BincompetentThe fund entered the top ten tradable shareholders of Xincheng Holdings

According to the 2023 annual report data, Lu Bin's HSBC Jinxin Low-Carbon Pioneer shares appeared in the list of the top ten tradable shareholders of Metro Holdings, holding 7.944,700 shares.

Xiao NancompetentThe fund entered COSCO Haineng's top ten tradable shareholders

According to the 2023 annual report data, in the list of COSCO Haineng's top ten tradable shareholders, Xiao Nan's Yi Fangda has carefully selected a high-quality hybrid for three years, holding 33.217 million shares.

II. Today's Fund News Fast Facts

The debt base surpassed 100 billion yuan in March

According to the data, a total of 137 new funds were issued in the entire market in March, with an issuance share of over 150 billion shares. Among them, the debt base still dominates. In March, the issuance scale exceeded 100 billion yuan, and the issuance scale of equity products also increased. According to the data, the top 30 funds raised this year were all bond-type funds, and the newly established debt base reached 108.827 billion yuan in March, once again reaching the 100 billion yuan mark.

Social security funds newly added to Jiayi Co., Ltd., etc.

At present, a total of 1,132 companies have published their annual reports, and the Social Security Fund has a total of 196 shares. In terms of position adjustment trends, in the fourth quarter of last year, the Social Security Fund added 42 new shares, increased its holdings by 56 shares, and reduced its holdings by 39 shares. The Social Security Fund's shareholding volume remained unchanged at 59 shares. Looking at the shareholding ratio, the social security fund holds the largest share of the new shares, Jiayi shares, with a shareholding ratio of 3.06%, followed by Changhong Meiling. The social security fund's shareholding ratio is 2.60%. Shantui shares, Const, and Times Electric also have the highest shareholding ratio. According to shareholding statistics, China Aluminum, Xinji Energy, and Bank of Wuxi hold the most shares among the newly added stocks of social security funds.

Pension investment in 2023 achieved positive returns

According to the 2023 pension product-related investment situation recently announced by the Ministry of Human Resources and Social Affairs, in 2023, the overall investment in pension products achieved positive returns. Among them, the return on equity asset investment was -9.81%, and fixed income assets achieved a yield of 3.2%.

The total revenue of 29 infrastructure REITs last year exceeded 10 billion yuan

As the economy continues to recover, the performance of most infrastructure REITs has increased substantially. Choice statistics show that compared to 2022, the revenue and net profit of 17 statistically available infrastructure REITs both increased. As of April 1, 29 infrastructure REITs have released their 2023 annual reports, achieving total revenue of 10.229 billion yuan and net profit of 1,356 billion yuan.

The total size of public funds exceeded 27 trillion yuan in 2023

The disclosure of the 2023 annual report of public funds has officially come to an end. Overall, the total size of public funds has progressed steadily, officially breaking through the 27 trillion yuan mark and reaching 27.27 trillion yuan. At the same time, the rate reform has achieved remarkable results. Public funds collected a total of 135.615 billion yuan in management fees for the whole of last year, a decrease of 7.04% over the previous year. Furthermore, in terms of shareholding, consumption, technology, and healthcare are still the highlights of public fund investment; judging from changes in the shareholder structure, the share of individual holdings has increased slightly.

13 companies were surveyed by the fund

On April 1, 13 companies were surveyed by institutions. According to the type of research agency, the fund participated in the research activities of 13 companies. Among them, there were 9 research companies with more than 5 funds. Longhua New Materials received the most attention, with 15 funds participating in the survey; Pengding Holdings and Watson Biotech were surveyed by 11 and 10 funds respectively.

Dongguan Securities made new progress in setting up a public offering: the Securities Regulatory Commission accepts application materials

On April 1, the Securities Regulatory Commission received materials from Dongguan Securities to establish a public fund management company. This marks the first step for Dongguan Securities in the field of public funds. Furthermore, on March 1 of this year, the Securities Regulatory Commission also received documents from Wanlian Securities to establish a public fund management company. Meanwhile, Anxin Asset Management also recently received feedback on applying for a public offering license.

Overseas institutions are scrambling to apply for QFII eligibility

On March 25, the University of London Pension Plan submitted an application for Qualified Foreign Investor (QFII) status to the China Securities Regulatory Commission, which was accepted by the Securities Regulatory Commission on the same day. According to the data, as of March 27, 16 overseas long-term investment institutions have submitted materials to the China Securities Regulatory Commission to apply for QFII qualifications since this year.

III. Recent developments in fund products