Shanghai Securities News (reporter Wang youruo) on February 26, the “2021 (16th) China private equity fund list award ceremony and 2022 (3rd) China Galaxy Securities Co.Ltd(601881) professional trading strategy open semi annual award ceremony” jointly sponsored by Chaoyang Yongxu, China Galaxy Securities Co.Ltd(601881) securities and Galaxy futures was held in Shanghai. Liao Bing, CEO of Chaoyang sustainability, and Liu Bing, general manager of China Galaxy Securities Co.Ltd(601881) securities wealth management headquarters, delivered welcoming speeches for the conference.
The scale of private placement expanded rapidly in 2021, which was much higher than the growth rate of public offering in the same period, but the sharp fluctuation of the market and the congestion of the track also brought some challenges. Yin Tianyuan, research director of Chaoyang perpetual Fund Research Institute and Zhejiang Sunflower Great Health Limited Liability Company(300111) investment fof, brought the observation of the private placement industry from the current situation of the industry and the performance of various strategies. She said that in the current environment, the allocation should not only look at the long-term relevance, but also look at the factors behind the short-term performance drive to realize the allocation between various strategies.
In the first round table forum, Du Changyong, chairman of Ruijun assets, shared his judgment on the current market. He believed that under the general trend of residents’ wealth from real estate to capital market, funds in the future are bound to create some moderately overvalued situations in different industries and different stages. Therefore, the market is expected to face long-term structural opportunities.
Dong Gaofeng, director of Genxi asset investment, said that this year’s market allocation is mainly optimistic about the following directions: first, the new energy industry chain with relatively bright performance growth; The second is the consumption and medical service sector gradually emerging from the impact of the epidemic; Finally, non bank institutions that benefit from the logic of wealth management.
The second round table forum was presided over by Li Bei, founder and fund manager of Banxia investment. Xu Siyang, chief investment officer of silver leaf investment, Li Ming, general manager of phase change investment, Chang Ming, Deputy General Manager / research director of jinchengsheng assets, and Gao Bo, manager of Qingsheng investment fund, were guests to discuss the “wind rises to the clouds, major asset allocation strategy in 2022”, Most guests believed that the assets with low risk and strong certainty in 2022 had a relatively higher cost performance.
The forum also held the semi annual awarding ceremony of 2022 (the third) China Galaxy Securities Co.Ltd(601881) professional trading strategy open. The listed institutions of semi annual stock bulls, quantitative hedging group, futures strategy group, option strategy group and fof group appeared on the stage in turn.
In addition, Chaoyang has continuously issued the 16th “China private equity fund list”. In 2021 (the 16th session), the outstanding manager award of China’s private equity fund billboard, the annual Top Ten Popularity Award (selected by on-site audience voting), and the list of top ten winners of CTA, arbitrage strategy, managed futures strategy and other strategy groups in one-year and three-year periods were announced.
Finally, the “most talented investment adviser of 2021” (golden cup), the highest award in China’s private equity fund list, was announced. This year’s most talented investment adviser award was won by Banxia investment.
