资源描述
|2023 03 13 2022/2022 8 2022 2022 2022 27.65 5.1%0.3%22 3.1%ESG REITs 2022 6 1000 144 2022+1.11%-1.69%-11.74%+6 50%41%48%24%2%6 68%22Q3 2%23%2022%39 0.8 53145 6.4 48427 6.9%1m 6m 12m 2.9 2.0 6.0 9.6 1 2 2 2023-03-12 2-2023 2 2 2023-03-04 3 2 2 2023-03-03 S1090521010002-20-1001020Mar/22 Jul/22 Oct/22 Feb/23(%)银行 沪深300 2.4.7 1 2022.7 2.10 2022.13 1.13 2+.14 3.15 4.15 5 2022.16 1 2022 6.4 2 2022.4 3.4 4 2014.7 5“”.7 6 2022.8 7 2022.8 8 2022.8 9 2022.8 10 2022.9 11 2022.9 12 2101.12 13 17.12 14 2.13 15 2026 1.13 16 1 2.13 17 1.13 YWEVxOmRtQqRoQnOtOsNqRaQ9RaQsQmMsQsReRpPpMfQmNpM7NmNnRMYqMoOuOqNpQ 3 18 2022+TOP10.16 19 2022 TOP10.17 20 2022 TOP3.17 1 2022.4 2.5 3 2022.6 4.6 5 2022.9 6.9 7.10 8.11 9 2022.11 10 2022.11 11 2022+.14 12.15 13 2022.16 4 2022 27.65 4.66%Q3 10%22.24 80.43%22H1 14.77 8 1 2022 6 2 2022 2020 2021 2020/2021/2022 6.7/17.2/22.2 734%/158%/29%2022 8 3 2018 12 2019 5 2022 31 30 50 1 2022 2019 5 150 大型银行4%股份制银行14%城商行12%农村金融机构4%理财公司66%其他0%大型银行3%股份制银行3%城商行9%农村金融机构4%理财公司81%其他0%0%20%40%60%80%100%0.05.010.015.020.025.0理财公司理财规模 占理财总规模比例（右轴）5 2019 5 160 2019 6 80 2019 7 100 2019 7 120 2019 12 80 2019 9 50 2019 11 55.56 2019 12 50 2020 7 50 2020 8 50 2020 9 30 2021 12 50 2022 1 50 2022 6 50 2022 9 20 2022 8 20 2019 12 10 2019 12 15 2020 4 20 2020 8 20 2020 8 20 2020 9 10 2022 3 30 2022 11 50 2020 6 20 2020 9 10 2021 5 10 2022 1 10 2022 6 10 2022 10 2022 26.13 1.41 0.09 94.5%+0.7pct 5.1%-0.8pct 0.3%+0.1pct 2022 22H1 0.7 2022 1.41 21H1 52%1000 2 21H1 2021 22H1 2022 22.75 26.78 27.35 26.13 88.18%92.34%93.83%94.50%2.96 2.14 1.72 1.41 11.49%7.38%5.90%5.10%0.08 0.08 0.08 0.09 0.33%0.28%0.27%0.33%0.00 0.00 0.01 0.02 0.00%0.00%0.00%0.07%25.80 29.00 29.16 27.65 6 QDII 2022 90%+70%8.7%18.6%3 2022(%)2.25 8.7%0.09 0.3%4.78 18.6%1.41 5.1%7.65 29.7%17.37 62.8%10.45 40.6%8.76 31.7%0.04 0.1%QDII 0.29 1.1%FOF 0.19 0.7%0.08 0.3%0.02 0.1%25.75 1 27.65 1 Wind 21H1 99.6%88.8%22H1 51.9%48.1%2022 29.96 3.94%19.08 1.94 0.94 0.81 63.7%-4.2pct 6.5%-0.7pct 3.1%-0.1pct 2.7%-1.3pct 2022 0.94 50%2022 1%4 2014 2015 2016 2017 2018 2019 2020 2021 22H1 2022 29.8%29.5%46.9%45.2%49.0%59.7%64.3%68.4%67.8%63.7%:25.5%25.4%35.1%34.1%40.7%51.7%47.8%48.1%48.1%45.7%4.3%4.1%8.7%8.1%8.3%8.1%7.7%5.8%5.2%4.7%3.1%3.0%13.9%14.6%13.3%20.9%15.7%17.5%16.2%23.2%17.5%15.0%8.4%7.1%6.5%6.2%7.8%7.0%9.5%9.9%7.6%4.8%3.3%3.2%3.1%10.0%9.3%6.6%6.6%6.6%3.9%3.0%5.7%26.6%22.4%16.6%13.9%5.8%9.1%11.4%14.1%17.5%1.3%0.8%3.0%3.4%2.8%4.0%4.0%2.7%1.2%2.9%2.1%8.7%1.6%0.6%0.8%0.8%2014 10 7 4 2014 Wind 5 Wind 1 2022+0 20%0 20%+0-20%+2.2%2.7%3.2%3.7%4.2%4.7%5.2%中债国债到期收益率:10 年900140019002400290034003900440049005400951001051101151201252002-01-042003-01-042004-01-042005-01-042006-01-042007-01-042008-01-042009-01-042010-01-042011-01-042012-01-042013-01-042014-01-042015-01-042016-01-042017-01-042018-01-042019-01-042020-01-042021-01-042022-01-042023-01-04中债-新综合全价(总值)指数 上证综合指数 8+2022 5648+1590 25 2022+3067 538 8+215 6 2022 7 2022+2022 3247+2193 1053 1 1910+1538 356 16 1910+1740 165 5 196+/177/16/3+2022+/54%/56%/8%/67%30%59%93%8 2022 9 2022 1-3 2022 1 4459 60.5%2021“+”01000200030004000大行 股份行 城农商行 合资理财公司固定收益类 混合类 权益类固定收益类77.74%混合类21.89%权益类0.34%商品及金融衍生品类0.03%0500100015002000250030003500固定收益类 混合类 权益类封闭式净值型 开放式净值型05001000150020002500大行 股份行 城农商行 合资封闭式净值型 开放式净值型 9 10 2022 11 2022+69%31%97%REITs REITs 5 2022+()3915 21 3936()1733 1542 1 3276()26 15 41()1 9 10 5648 1590 25 7263 2022 5+7500 2021 11 3000 1248+2%10%+ESG ESG REITs 2022 6 1000 144 2022 2022 2022 6 35%19%2022 6 2%25%6 2022 6 月 2022 14,809 0 2,007 16,816 15,804 1,953 17,757 16,475 39 1,723 18,237 T+0 产品8%7 天(含)以内2%7 天-1 个月(含)2%1-3 个月(含)3%3-6 个月(含)7%6-12 个月(含)17%1-3 年（含）52%3 年以上9%050010001500200025003000固定收益 类 混合类 权益类 10 27,502 66 1,197 28,765 14,908 24 1,098 16,032 7,540 0 920 8,461 7,190 1 600 7,791 14,970 23 875 15,868 10,750 0 736 11,485 10,548 5 705 11,259 19,785 18 668 20,470 18,454 13 643 19,110 4,912 4 561 5,477 11,048 17 342 11,407 14,576 17 279 14,871 3,551 2 144 3,697 3,440 1 148 3,589 6,766 1 114 6,881 8,641 1 99 8,742 3,665 7 58 3,730 3,748 5 46 3,799 707 28 735 3,944 35 3,979 2,387 10 13 2,409 1,451 0 13 1,463 799 0 10 809 498 12 510 3,092 0 6 3,099 1,118 0 5 1,123 3,491 55 3 3,549 0 28 2 30 42 24 2 67 34 0 0 34 179 2 181 1,708 0 0 1,708 216 3 219 2,952 86 3,038 2 2 22H1 2 1 100 1 1 2022 7 2101()2021/03/02 2023/03/08 100 万 4.80%0.40%0.17%0.03%50%17()2021/11/18 2023/11/15 1 元 5.00%0.30%0.10%0.02%40%2()2021/11/02 2099/12/29 1 元 3.7%4.2%0.35%0.20%0.05%50%2026 1()2021/12/15 2026/12/15 1 元 5.80%0.00%0.10%0.02%0%1 2()2021/12/29 2031/12/30 1 万 4.30%0.10%0.30%0.02%20%11 1 1()2021/11/04 2050/12/31 1 元 3.5%-9.5%0.00%1.00%0.00%20%50%2026 1 15%1 0-80%8 2101 30%-80%0-50%0-20%17 50%-80%0-30%2 40%-80%0-30%0-30%2026 1 0-80%0-40%0-15%0-20%1 2 50%-80%0-50%1 1 0-80%0-80%0-80%11%-48%20%1 2022 48%17 22Q3 35%22Q3 2101 2%23%17 9 2022 2101 74.94%25.06%89.79%101.00%17 62.59%35.46%1.95%94.81%100.02%2 89.48%10.52%62.97%100.41%2026 1 79.11%14.55%6.34%75.69%100.04%1 2 76.04%23.96%69.73%100.11%1 1 51.52%48.48%16.79%100.00%22Q4/22Q3 6 100-101%2022 6 108%41.4%47.7%23.6%1.98%17 2101 22Q3 17 47.7%21.2%22Q3 2101 2022 1 2 1 10 2022 2101 17 2026 1 1 2 1 12 2101 17 2026 1 1 2 1 1 41.2%-25.5%62 43.1%30.2%1 14.9%4.8%-19.8%ZR001 9.0%3.0%21 PPN001 8.3%B 4.1%3 5.6%17 066-2 8.8%A 2.4%21 01 5.8%1003 3.3%2 5.3%4 8.2%A 1.3%20 13 5.7%01 3.2%1 4.1%22 01 5.8%1.2%21 PPN001 5.6%1003 2.8%-2.5%24 5.2%PPN001 0.7%21 MTN001 2.9%1003 2.8%1 2.3%7 3.9%0.6%20 02 2.8%1 2.7%1 1.5%6 3.6%0.6%21 PPN003 2.8%2.2%1 1.2%1 2.9%17 0.6%1.9%1003 1.9%2 1.2%1 2.8%0.6%1.7%22Q4/22Q3 2101 17 2022 0.7%1.1%1 2 1 2022 3.6%6.7%12 2101 13 17 0.960.981.001.021.041.061.081.102021-03-112021-04-082021-05-072021-06-102021-07-012021-07-292021-08-312021-09-272021-10-272021-11-252021-12-292022-01-262022-03-092022-04-132022-05-182022-06-222022-07-272022-08-312022-10-082022-11-092022-12-142023-01-112023-02-22交银理财博享均衡配置两年封闭式2101（私银专享）理财产品0.960.981.001.021.041.062021-11-182021-12-012021-12-212022-01-112022-01-312022-02-222022-03-082022-03-292022-04-122022-04-292022-05-172022-06-072022-06-282022-07-122022-07-292022-08-162022-08-312022-09-202022-10-112022-11-012022-11-222022-12-062022-12-272023-01-172023-02-07农银理财“农银同心灵珑”价值精选第17 期人民币理财产品（掌银悦享）13 14 2 15 2026 1 16 1 2 17 1 2022 1-2021+2021+2022 Z-score 80%20%2022 2022 2022/1 2 0.970.980.991.001.011.021.031.041.052021-11-102021-12-012021-12-172022-01-072022-01-282022-02-252022-03-182022-04-082022-05-062022-05-132022-06-022022-06-242022-07-152022-08-052022-08-262022-09-162022-10-142022-11-072022-11-112022-12-022022-12-232023-01-132023-02-10华夏理财混合偏债型半年定开理财产品2 号0.970.980.991.001.011.021.031.041.052021-12-152021-12-172021-12-312022-01-142022-01-282022-02-182022-02-282022-03-112022-03-252022-04-012022-04-152022-04-292022-05-312022-07-292022-08-312022-09-302022-10-312022-11-302023-01-20颐享阳光养老理财产品橙2026 第1 期0.920.940.960.981.001.021.042021-12-312022-03-312022-04-272022-05-112022-05-312022-06-152022-07-062022-07-272022-08-102022-08-312022-09-212022-10-122022-10-312022-11-162022-12-072022-12-282023-01-112023-02-15苏银理财聚源多策略1 年定开2 期0.900.951.001.051.101.152021-11-042021-11-252021-12-212022-01-112022-02-082022-03-012022-03-242022-04-192022-05-122022-06-072022-06-302022-07-262022-08-162022-09-062022-09-292022-10-182022-11-042022-12-012022-12-312023-02-02宁银理财宁赢红利精选混合类理财产品1 号（最短持有1 年）14 2+2022+2726 1118 845 730 33 11 2022+1 4“”2020 13“”9 1“”2021 6“”006 21GS1130 1 1 24M 1 6-15 25M 1 01 2020 002 99 2005 36 2064 7 2021 61001+0-20%+1 4 9 1“”006 2020 13“”2021 6 21GS1130+1 24M 1-15+1 6 25M 1+01 99 2005 7 2020 002 36 2064 2021 61001 15 3 2022 1045 728 241 73 3 12 1 2101 2 17 2021 71 1 2026 1 1 2 2 1 1(WPHX21Y02026)1 2 25 3 1 1 2 2101 17 2021 71 1 2 2026 1 1 2 1 1 1 2 3(WPHX21Y02026)25 1 4 2022 10 25 5 18 1 1 2022 0.28%16-1.99%2022+13 2022 2022 2022 1 2021/3/24 0.28%-1.99%4.83%31.29%63.88%REITs 1 2021/11/4 0.10%-6.65%-8.22%91.78%360 A 2021/6/24-2.06%-4.23%5.09%33.34%61.57%2021/2/9-8.37%-20.51%82.19%17.63%300 2020/7/24-8.52%-15.71%90.21%9.79%2022/5 2022 2022+1.11%+2022 2.87%2.77%2.75%2.30%2.17%18 2022+TOP10+0 20%2022 2022-1.69%2022 3.60%2.13%0.74%0.70%0.27%0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%各理财公司2022 年完整运作的固收+产品平均收益率 平均水平 17 19 2022 TOP10 2022-11.74%3.44%-0.83%-6.70%20 2022 TOP3-2.00%-1.50%-1.00%-0.50%0.00%0.50%1.00%1.50%2.00%各理财公司平均收益率 平均水平-14%-12%-10%-8%-6%-4%-2%0%-8.00%-6.00%-4.00%-2.00%0.00%2.00%4.00%青银理财 高盛工银理财 民生理财2022 年平均收益率 平均水平 18 2021 2018 WIND 2019 WIND 2020 WIND 2022 2020 2021 6-12 A 300 500 20%5-20%5%5%前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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