The economic development momentum of the Guangdong-Hong Kong-Macao Greater Bay Area, Yangtze River Delta, Beijing-Tianjin-Hebei and other regions has attracted attention.Public funds have been deploying products related to regional themed investment, and investors' attention has continued to increase.
Our reporter Wan Yu Xu Jinzhong
Regional thematic funds attract attention
The State Council recently issued the "Overall Plan for Guangzhou Nansha to Deepen the Comprehensive Cooperation of Guangdong, Hong Kong and Macao for the World".The plan proposes to accelerate the deepening of comprehensive cooperation between Guangdong, Hong Kong and Macao in Nansha, Guangzhou.
Despite market volatility, the Wind Guangdong-Hong Kong-Macao Greater Bay Area Concept Index rose 10.12% in the first half of this year.Among them, investment opportunities have attracted the attention of fund institutions.At present, there are many fund products in the market focusing on investment opportunities in the Guangdong-Hong Kong-Macao Greater Bay Area, such as GF Guangdong-Hong Kong-Macao Greater Bay Area Innovation 100 ETF, Southern Guangdong-Hong Kong-Macao Greater Bay Area Innovation 100 ETF, ICBC Credit Suisse Guangdong-Hong Kong-Macao Greater Bay Area Innovation 100 ETF, etc.Some funds focus more on investment opportunities within the Greater Bay Area. For example, Jinxin Shenzhen Growth Fund clearly proposes to invest in companies with sustainable growth capabilities from listed companies whose main business or main body is located in Shenzhen, and strive to achieve superior performance for investors. Comparing benchmark returns.
In fact, in addition to the Guangdong-Hong Kong-Macao Greater Bay Area, the Yangtze River Delta, Beijing-Tianjin-Hebei and other key areas of regional development strategies are all "hot spots" for public funds to tap investment opportunities.For example, in response to investment opportunities in the Yangtze River Delta region, Xinyuan Fund, China Universal Fund and other companies have issued products such as Xinyuan Yangtze River Delta Regional Theme Mix and China Universal China Securities Shanghai-Hong Kong-Shenzhen Zhangjiang Independent Innovation 50ETF this year.Xinyuan Yangtze River Delta Regional Theme Mix was established on March 30, with an initial fundraising scale of 292 million yuan.As of July 5, the fund's A share has achieved a return of 26.69% since its establishment.China Universal CSI Shanghai-Hong Kong-Shenzhen-Zhangjiang Independent Innovation 50 ETF has an initial fundraising scale of 1.182 billion yuan.In addition, the funds focusing on investment opportunities in the Yangtze River Delta region include China Overseas Charming Yangtze River Delta, Fuanda Yangtze River Delta Regional Theme, China Universal CSI Shanghai State-owned Enterprise ETF and other products.
Regions such as Beijing-Tianjin-Hebei, which are also one of the key regional development strategies, continue to attract the attention of fund companies.Products such as GF China Securities Beijing-Tianjin-Hebei ETF, Tianhong Beijing-Tianjin-Hebei themed bonds, and Huarong Xiongan Construction and Development Three-Year Fixed Bonds have been deployed.At the same time, Bosera CSI Hubei New and Old Kinetic Energy Conversion ETF, China Merchants CSI Zhejiang 100 ETF, Southern 0-5 Years Jiangsu Urban Investment Bonds and other products are committed to exploring investment opportunities in Hubei, Zhejiang, Jiangsu and other regions.
Investors should choose carefully
Fund institutions have a positive attitude towards investment opportunities in key regions.
Quam Fund pointed out that after the recent rebound, investor confidence and risk appetite have gradually improved.The market will gradually give a higher degree of recognition to the direction that the fundamentals are better and the medium and long-term growth is determined. If there is a pullback in the relevant target, it will be a good time for layout.Lu Bin of HSBC Jintrust Fund pointed out that as my country's economy continues to recover, the internal and external environment of the A-share market is expected to improve in the third quarter, and the main line of investment at the current point is clearly visible.
Regarding investment opportunities in the Yangtze River Delta region, Xinyuan Fund pointed out that the Yangtze River Delta region has now grown into a Chinese and world-class urban cluster with strong innovation and vitality, with outstanding investment value.Li Biao, the fund manager of Xinyuan Yangtze River Delta Regional Theme Fund, pointed out that with the effective control of the domestic epidemic, the A-share market has experienced a relatively large rebound recently. There are three directions to be optimistic about in the future: First, the dilemma under the logic of economic recovery Turn, focus on the theme of large consumption and stable growth; second, industries with sustained high demand, such as new energy, photovoltaics, etc.; third, cost-improving sectors, such as large manufacturing industries, including photovoltaics, electric vehicles, industrial automation, etc.
In terms of product selection, a public fund person said that most regional themed funds in the market currently cover dynamic and competitive regions such as the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area. These regions have created industry leaders in many fields. company.By focusing on these economically developed regions, the probability of finding high-quality companies is higher, and there are indeed more investment opportunities.However, he also pointed out that each region has its own development characteristics and its own advantages in different industries. Investors also need to identify the investment direction of specific products when choosing regional theme funds.
