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资本市场景气度与“固收+”理财规模增长呈现正相关性
资本市场景气度与“固收+”理财规模增长呈现正相关性
市场规模
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所属报告:
银行业理财2025年回顾与2026年展望:9个热点问题看理财新叙事-260113(26页).pdf
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2026年以来资本市场主要指数走势(点),截至07月17日
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行业数据
2026-07-20
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18A-25A上市银行营收同比增速与国债利率、ROIC的相关性(剔除上市后第一年业绩)
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行业数据
2026-07-10
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中国重卡国内销量同比增速与中重卡保有量同比增速、重卡相关景气指标同比增速的中短期相关性不明显
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行业数据
2026-07-06
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国股行3个月票据直贴利率均值与信贷相关性
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行业数据
2026-07-06
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2001年12月至今油价与我国出口相关性
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行业数据
2026-07-02
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2018年1月至今油价与我国出口相关性
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行业数据
2026-07-02
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房地产及产业链各指标相关性
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产业链
2026-06-26
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2023-2025年货币市场利率抬升与10Y国债利率快速下行相关性很高
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行业数据
2026-06-25
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美国核心CPI同比增长率与布伦特原油价格存在明显正相关性
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行业数据
2026-06-25
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2008年之前,国内利率与CPI走势密切相关,之后相关性明显下降
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行业数据
2026-06-25
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2023-2025年货币市场利率抬升与人民币兑美元汇率贬值相关性很高
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行业数据
2026-06-25
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国内经济增长仍是资本市场资金核心关注点
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行业数据
2026-06-24
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2000年以来美元指数和港股,负相关性失效案例及原因
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行业数据
2026-06-02
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图38、美国通胀与油价有较高的相关性
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行业数据
2026-05-19
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图表76经济修复期间,债市走势与货币政策相关性相对更高
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政策法规
2026-05-19
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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行业数据
2026-07-30
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25Q3以来,随着资本市场景气度提升,“固收+”产品规模呈现陡峭化上升。历史上,资本市场景气度与“固收+”理财规模增长呈现正相关性,在 2020年牛市、9.24会议后等资本市场景气度显著提升阶段,“固收+”理财规模增势亦有走陡特征。普益数据显示,截至 2025年 12月末,“固收+”1理财存续规模增加 1.5万亿至 10.8万亿,较年初增长 16%。拆分增量结构看,不含权、低含权(含权益类资产 0-5%)、高含权(含权益类资产 5-20%)贡献占比依次为8.3%、42%、49.6%。从产品运行模式看,“固收+”产品主要以最小持有期型、封闭式、每日开放型、定开型为主,其中,最小持有期型占比最高为 47.6%;期限分布相对分散,1个月(含)以下产品占比最高为 26.8%。
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银行业理财2025年回顾与2026年展望:9个热点问题看理财新叙事-260113(26页).pdf
银行业理财2025年回顾与2026年展望:9个热点问题看理财新叙事-260113
理财产品年化收益率中枢持续下台阶;25Q3以来,“固收+”产品体现更好相对收益
《公开募集证券投资基金销售费用管理规定》赎回费、过渡期等政策安排对理财配置行为更加友好
部分理财公司“固收+”产品系列多资产多策略上的布局
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