With previous years after December layout different, this year's public placement "open door red" in advance!
From the reporter's tracking observation, public placement for the preparation of 2023 "open door red" there are three aspects of the path: First, in line with the warming track market layout of new energy, medicine, semiconductors and other thematic products; Second, through the preparation of the annual strategy meeting in advance and other forms of cooperation; Third, from the annual strategic outlook, public placement The same is the 2023 investment focus on the new energy, semiconductor and other directions.
Public placement sources pointed out that the end of the market has warmed up, in advance of the preparations for the "open door" is also in order to be able to "time for space", so that the new fund has a sufficient period to build positions. The current market as a whole or a higher valuation of cost-effective, is expected to affect the A shares next year, the relevant factors will gradually weaken, the first quarter of some growth opportunities will come to the fore.
Have identified "open door" main products
"Open door" in the financial field is not a new word, refers to the year before the full preparation based on the opening of the year after the financial products can achieve The first time I saw this, it was a good thing that I was able to get a good start on my business for the whole year, so I called it "Open Door Red". The call initially emerged in the insurance industry, in recent years the structural market catalyst also gradually expanded to the field of public funds up.
With previous years in December before starting different, 2022 the end of the public equity preparations for the New Year "open door red" time advanced to November. A public equity market source in eastern China said that the company has recently determined the layout of the 2023 "open door red" main products, ready to an equity fund to start, sent the company's history of the best performance of the fund manager. A small and medium-sized public equity insiders said that the main "open door red" product is a thematic equity products, will be selected from the current approved products. Compared with 2022, the company's investment expectations for 2023 are relatively optimistic.
Another public equity brand source told reporters that the end of the market has warmed up, early preparations for the opening of the red "is also in order to be able to" time for space "so that the new fund has a sufficient period to build a position. The person said bluntly, in the past two or three years when the market is good, generally in December after the publicity of the open door red", and played "New Year's Eve base" and other words, and at that time a "pop-up fund" can be in one or two days to raise 10 billion yuan. The "pop-up fund" could raise 10 billion yuan in one or two days. This kind of scene in this year is difficult to see, so we can only leave enough time, good luck with a good track market with, should also be able to raise some money.
And the above situation corresponds to the early preparation for the "open door" of the fund is indeed the majority of track-type products. Statistics show that, as of November 16, November since the opening of the gates on sale of the new fund has reached 75, including the proposed management of Zheng Chengyan Guangfa new energy selection, Yao Zhipeng and Li Tao marshal of the Harvest positive allocation of a year hold, as well as Yong win pharmaceutical innovation wisdom, in the addition to the medical innovation (in the addition to the fund of the first medical theme fund), Harvest clean energy, Guotai Junan science and technology innovation selection of the three-month hold, Baoying Semiconductor Industry and other popular track products. And from November 17, there are more than 40 other funds lined up on the release schedule, of which 39 are on sale within November, including Harvest Low Carbon Select, Yong Win Emerging Consumption Wisdom, Yong Win Consumption Leading Wisdom, CITIC CITIC Science and Technology Theme 6-month hold, Minsheng CBI specializing in special new Wisdom Select and other products.
Advance annual strategy meeting
It should be pointed out that the "open door" planning is not only the product issuance of a ring, but also need to channel, brand, investment research and other parties to carry out the division of labor. Especially in the market downturn, the back end of the new year investment research prediction and front-end product release to do a good job with, it is particularly important.
The reporter learned that, and the early layout of the "open door" product corresponds to this year's annual strategy meeting of the public equity also in advance. November 11, Zhongrong Fund held what is likely to be the first public equity fund industry "2023 Annual Investment Strategy Meeting ". The reporter observed that the strategy meeting was themed with "renewed '1' new, wise leading machine", with macroeconomics, equity, fixed income, FOF and other sub-forums, but also held in the form of a cloud summit incorporating XR mixed reality technology and AI presenter, both in terms of form and topic have a strong sense of technology. The topic has a strong sense of science and technology.
In addition, a medium and large public equity market source in Shenzhen told reporters, "We are currently preparing for the New Year investment strategy meeting. It seems that this year's fund company's annual strategy will be advanced, in previous years are the end of December before the successive launch."
In addition, a Beijing public equity also recently launched the "annual planning" activities, from November 14 onwards every working day for a special live broadcast by a fund manager around an industry topic on the future development of the viewpoints of the output. It is worth mentioning that the "annual strategy" focus vision is not limited to 2023, but stretched to a decade dimension. "The next decade will be a decade of innovation and high quality. The steady growth of national wealth, the gradual explosion of financial needs, the accelerated empowerment of technological innovation, and the continuous improvement of policies and systems on the new journey will better promote the high-quality development of public funds."
The market has a high valuation cost-effective
Public equity 2023 "open door" preparation, not only in the product layout and strategy will be reflected in their latest investment research prediction. But no matter which direction, "science and technology" and "energy" and other cutting-edge direction is the layout of the key words.
For example, Zhongrong Fund equity investment director Ke Haidong pointed out in the annual strategy meeting, the current market as a whole or a higher valuation of cost-effective, can pay attention to energy, domestic substitution, stable growth, epidemic after the repair of the four main lines of investment. In the industry configuration and investment ideas, he also gave his views. To the energy line, for example, he believes that the traditional energy to focus on the logic of volume increase in the coal company or still have a greater price elasticity of the varieties, the new energy industry to focus on technological progress, penetration rate accelerated and valuation of the attractive segments of the direction; domestic substitution, pay attention to the field of the downstream of the boom, the localization rate and a breakthrough in progress of nodes of the sub-direction, such as the semiconductor upstream, the life sciences Upstream, manufacturing, military industry, etc.
Chuangjin Hutchison Fund told reporters that in 2022, A shares were affected by the global liquidity crunch and the impact of the epidemic appeared larger adjustments, it is expected that the impact of these two factors will gradually weaken next year, the A shares next year, structural opportunities, it is expected that the first quarter of the growth opportunities will emerge, will focus on the layout in line with the socio-economic trends, scientific and technological development trends, the trend of the national planning trend of the equity The company will focus on equity products that are in line with socio-economic trends, technological trends and national planning trends.
Semiconductor, Yinhua fund manager Bo Guanhui analyzed that the semiconductor industry to achieve independent control of the industry chain has become a more urgent task, the focus of support for the semiconductor industry to accelerate the process of localization, the industry is divided into mature process and advanced process, there are two main lines of development:
One is the mature process + industrial ecology: In the mature process, some of the materials, equipment, discrete devices, MEMS, NORFlash process has been available and gradually from the low-end market to the high-end market breakthrough, Huawei as the representative of the technology leader to focus more on the development of the domestic market and the protection of the industrial ecosystem, and more resources are poured into the support of the domestic industry chain enterprises;
The second is the advanced process + technological breakthroughs: key materials, equipment, advanced manufacturing processes and technology, and the development of the industry, the development of the domestic market, the development of the domestic market, the development of the domestic market. The technology of advanced process manufacturing and cutting-edge fields is still in the breakthrough stage, and the domestic GPU/CPU industry led by CCTF and the new material field represented by silicon carbide need to progress from self-control to the stage of overtaking by bending the road.
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