Zhongtai Securities "Shangyuan Cup" Fourth Private Fund Selection Second Season List Unveiled, Eleven Major Strategy Benchmark Private Funds Make Appearance

From China Securities Journal · China Securities Network

China Securities Journal China Securities Network News (Reporter Zhang Pengfei): On March 12, Zhongtai Securities’ “Shangyuan Cup” Fourth Private Equity Selection, Second Quarter List of Selected Funds, was announced (see the official event website for the list).

It is understood that the “Shangyuan Cup” Fourth Private Equity Selection organized by Zhongtai Securities aims to leverage the comprehensive financial service capabilities and resource advantages of securities firms to deeply explore and reserve high-quality private fund managers. The event provides full lifecycle services such as research support, investor matchmaking, fundraising, technological empowerment, custody outsourcing, margin trading, futures, and derivatives to help managers grow. Additionally, the event collaborates with authoritative media like China Securities Journal to strengthen brand promotion and institutional resource connection, promote the construction of a mutually beneficial private equity ecosystem, and support high-quality industry development.

This selection process strictly relies on China Securities Journal’s extensive data and professional evaluation system for the “Golden Bull Award,” combined with Zhongtai Securities’ institutional service practices to establish a rigorous “quantitative + qualitative” evaluation framework. Quarterly selections mainly use quantitative evaluation, while semi-annual and annual selections adopt an 80% quantitative and 20% qualitative approach.

In terms of strategy performance, the subjective long-only strategy group leads with balanced returns and risk control; the quantitative stock selection group demonstrates model stability and adaptability; in bond strategies, pure bond products are steady with low volatility, while convertible bond strategies show steady growth amid market fluctuations; CTA strategies exhibit high return characteristics, with some products performing well in win rate and drawdown control. Multiple strategies together depict a picture of steady industry development.

As the organizer, Zhongtai Securities offers selected institutions an “8+3”特色服务包 (special service package), providing research support, investor matchmaking, technological empowerment, derivatives services, and other eight core rights, creating an integrated support system covering the entire lifecycle of private fund growth—“Research + Capital + Technology + Services + Brand.”

Liu Kai, Deputy Director (acting) of Zhongtai Securities Institutional Business Committee and General Manager of Institutional Sales, stated, “Zhongtai Shangyuan,” as the company’s comprehensive financial service brand for institutional clients, integrates platform resources to build a one-stop comprehensive financial service platform that meets the needs of institutional clients for integrated, personalized, and online services. In the future, the company will continue to deepen professional services, guide long-term capital to high-quality managers, and contribute to the high-quality development of the capital market and private equity industry.

It is reported that the “Zhongtai Shangyuan” platform centers on institutional client needs, based on the “One Zhongtai” collaborative system, and provides services through WEB and APP terminals, including research, products, trading, investment banking, institutions, share management, and comprehensive services, creating a new “1+N” integrated financial service model. The concurrent “Zhongtai Shangyuan · Shangyuan Festival” event is ongoing from March 2 to March 20, combining professional business with engaging activities to fully showcase Zhongtai Securities’ institutional service capabilities.