recently, regional development strategies have been implemented intensively, and the performance of relevant regional theme fund products has also risen. in view of the current market speculation on the land schema, some institutions believe that short-term emotional pulse is difficult to last, investors should understand the industrial logic and layout of regional development opportunities. from the relevant regional development theme fund heavy stock also can be seen from the perspective of industry and company in-depth mining is becoming the main strategy of the fund.
regional strategies have been heavily implemented
major development strategies have been implemented in many regions. recently, the opinions of the cpc central committee and the state council on supporting the construction of shenzhen as a pilot demonstration zone for socialism with chinese characteristics were issued, supporting the construction of shenzhen as a pilot demonstration zone for socialism with chinese characteristics.
also in shanghai, regional development strategy has followed. a new area of the china (shanghai) pilot free trade zone near hong kong was unveiled on august 20. following the introduction of the yangtze river delta integration development plan and the opening of the shanghai science and innovation board, the overall plan for the lingang new area of the shanghai pilot free trade zone was officially released, marking that all three major new tasks in shanghai have entered the construction period. state-owned enterprises reform, on august 21, shanghai state-owned assets reform work conference held in state-owned enterprises, shanghai offered to the full implementation of "shanghai to carry out the regional governing state comprehensive reform experiment of the implementation of the plan, with greater bear the mission of the firm for shanghai state-owned assets of state-owned enterprises reform, again with more solid measures to continue deepening assets state-owned enterprises reform and innovation and breakthrough, with stronger work together to promote the reform task implementation, obtains the actual effect.
the construction of new land-sea passage has become a powerful driving force for regional development. recently, the national development and reform commission officially released the "western land and sea new channel master plan." according to the ndrc, the implementation of the plan should be regarded as an important measure to deepen the two-way opening up of land and sea and promote the development of the western region to form a new pattern, providing strong support for the high-quality development of the western region and the construction of a modern economic system.
theme fund benefit
in the case of intensive implementation of regional development strategies, the performance of relevant regional theme fund products also rose.
as of aug. 24, china charm yangtze river delta fund has risen 4.57% since august, outperforming the broader market over the same period, according to wind data. data show that the fund is mainly invested in listed companies registered in the yangtze river delta region or directly benefiting from the economic development of the yangtze river delta region. hsbc jinxin pearl river delta regional development fund rose 2.24% in the same period, also very impressive. the fund focuses its equity assets on listed companies in the pearl river delta region referred to by the fund's subject, or on listed companies that have solid evidence of benefiting from the region's economy; puyin axa economic belt rise fund, which focuses on investment opportunities that benefit from the development of the economic belt, gained 3.28% in the same period.
although the above-mentioned regional thematic funds may not fully correspond to the development priorities of the corresponding regions, the relevant fund products, catalyzed by the regional strategies, obviously benefit from the high enthusiasm of the market.
"in the implementation of regional development strategy, regional theme funds are easy to attract the attention of investors, and fund companies will take advantage of market hot spots to continue marketing the fund. although some regional development strategies are fully anticipated in the early stage, the interest of market funds can still be clearly felt when the strategies are implemented. have fund company sales department personage introduction.
don't trade maps
however, compared with the general investors who follow the regional development strategy to invest in the land speculation scheme, the fund pays more attention to the investment layout of the regional development strategy to explore investment opportunities from the level of industry and company. some fund managers believe that short - term emotional pulse is unlikely to last, from the industrial logic understanding and layout of regional development.
wu peiwen, a fund manager at hsbc jinxin pearl river delta regional development fund, says companies in the region have better growth prospects than the national average. the opinions released in support of shenzhen's construction of a pilot demonstration zone for socialism with chinese characteristics are expected to further exert shenzhen's advantages, enhance its strength and drive the overall development of the pearl river delta region. in the short term, the recent rise of local stocks in shenzhen is still a certain speculation map nature. but there is no doubt that in shenzhen and the pearl river delta region has many high-quality listed companies, including finance, electronics, shipping, real estate, food and beverage, pharmaceutical and other industries of high-quality companies, for the pearl river delta regional investment focus will focus on the pearl river delta quality enterprises from all walks of life, through in-depth excavation of the relatively low valuations and the pearl river delta regional high-quality listed companies, and investors share the pearl river delta regional economy high speed development of the dividend.
zhonghai charm yangtze river delta fund in the latest semi-annual report released, said that should start from the industry and companies, looking for a breakthrough direction. huawei and a number of other technology companies have risen, which will be a huge boost to domestic replacement. the successful launch of the technology innovation board is more conducive to the development of science and technology enterprises in the yangtze river delta region, so the second half of the year will continue to favor investment in the science and technology industry. in its semi-annual report, puyin axa economic belt rising fund said that it is optimistic about medium and long-term returns of equity assets. from the certainty of investment, choosing leading companies in booming industries is the main investment strategy.
source: china securities regulatory commission