中庚基金披露三季报!丘栋荣离任后累计净赎回超20亿份

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智通财经APP获悉，10月24日，中庚基金旗下产品披露三季报，多只基金出现明显的净赎回。随着知名基金经理丘栋荣的离任，中庚基金三季度累计净赎回超过20亿份。其中，中庚价值领航是中庚基金管理规模最大的基金，三季度末规模达46.89亿元。该基金的总份额从期初的22.58亿份降至期末的19.24亿份，三季度净赎回超过3亿份。三季度，中庚价值领航基金份额净值增长率10.4%，跑输同期业绩比较基准收益率(...

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Qiu Dongrong's cumulative net redemptions exceeded 2 billion shares after leaving office","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"300761":1,"601168":1,"00123":1,"000422":1,"01378":1,"002928":1,"002714":1,"02186":0.9,"09863":0.9,"09988":0.8,"BABA":0.6},"content_text":"智通财经APP获悉，10月24日，中庚基金旗下产品披露三季报，多只基金出现明显的净赎回。随着知名基金经理丘栋荣的离任，中庚基金三季度累计净赎回超过20亿份。其中，中庚价值领航是中庚基金管理规模最大的基金，三季度末规模达46.89亿元。该基金的总份额从期初的22.58亿份降至期末的19.24亿份，三季度净赎回超过3亿份。三季度，中庚价值领航基金份额净值增长率10.4%，跑输同期业绩比较基准收益率(11.73%)。具体来看，中庚价值领航在三季度末维持高仓位运行，股票仓位达到92.79%。中庚价值领航三季度末前十大重仓股为：绿叶制药(02186)、零跑汽车(09863)、中国宏桥(01378)、立华股份(300761.SZ)、越秀地产(00123)、阿里巴巴-W(09988)、牧原股份(002714.SZ)、西部矿业(601168.SH)、湖北宜化(000422.SZ)、华夏航空(002928.SZ)。三季度，中庚价值领航重仓股也所有调整，阿里巴巴-W、牧原股份、西部矿业新进前十大持仓，赛腾股份、中国海外发展、川仪股份退出前十大持仓。业绩方面，三季度，中庚价值领航基金份额净值增长率10.4%，跑输同期业绩比较基准收益率(11.73%)。三季报中，中庚价值领航指出，三季度末对于经济预期的波动让此前权益和债券市场的强趋势戛然而止，10年国债自新低的2.0%上行至季末的2.15%，而权益市场反应更为凌厉，三季度最后5个交易日指数普遍涨幅超过25%。基金的业绩比较基准指数的中证800股权风险溢价回落至0.56倍标准差，处于历史中性偏上水平。PB、股息率、息债比等估值指标则显示权益资产估值水平处于较低水平，仍具有较好的隐含回报水平。港股估值起点更低，三季度表现更佳，港股整体估值回升至中性水平，但港股更受益于中国经济复苏，部分公司有稀缺性，且竞争力更强，交易层面受到的非理性扰动也更少，值得持续超配。该基金重点关注的投资方向包括：供给侧收缩或者刚性，需求侧有韧性，甚至有一定增长的行业，比如以基本金属为代表的资源股等板块。受益于政策转向，资产通缩预期减弱，居民消费信心提升的地产、消费等内需板块。需求增速尽管下行，但企业资本支出大幅下降，自由现金流大幅改善的行业，如部分公用事业、养殖等板块。需求侧出发，看好业务成长属性强，未来空间较大的医药、智能电动车等科技股。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2478642250"}