PUYI standard first quarter list revealed: Bank of Bohai's three "fixed income +" products ranked among the top five.

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14:04 09/05/2026
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PUYI Standard First Quarter Ranking Announced: Three BoC Wealth Management "Fixed Income+" Products Among Top Five
Recently, Pu Yi Standard released the ranking of long-term stable and profitable ability of closed-end "fixed income +" products for the first quarter of 2026. CBHB's wholly-owned subsidiary, Bo Yin Wealth Management, has 5 products ranked in the top 20 in the market, with 3 of them ranking first, third, and fifth, demonstrating strong long-term stable and profitable ability. Pu Yi Standard is a leading research institution in the domestic asset management and wealth management markets. Its ranking system for bank wealth management capabilities, which has been published since the first report in 2008, has become an authoritative measure of the comprehensive strength of wealth management institutions, providing objective data support and reference standards for regulatory authorities and market participants. The list released this time is based on the characteristics of closed-end "fixed income +" wealth management products, management requirements, investor's demand for long-term stable appreciation, and moderate allocation of equity assets. It statistically and organizes information disclosed through public channels and conducts a comprehensive screening and comparative analysis of products that were still in existence by the end of the first quarter of 2026. The evaluation system covers the ability to create returns, risk management, investment experience, and product management capabilities. Bo Yin Wealth Management's "Cai Shou You Lue series fixed income one-year closed-end wealth management product 2024 No.1" scored 91.05 points to win the top spot in the market; "Cai Shou You Lue series fixed income two-year closed-end wealth management product 2024 No.2" and "Cai Shou You Series fixed-income one-year closed-end wealth management product Ju Bao No. 7" ranked third and fifth respectively. In addition, three other products also made it to the top 20 list, ranking fourteenth and seventeenth. Leading strength: Top five rankings highlight core research capabilities In the first quarter of 2026, the bond market showed characteristics of long and short differentiation and steep curves, while the equity market rose and fell, and sector rotation accelerated. Under the intertwining of multiple market variables, investors' demand for wealth management of "stability foundation and moderate enhancement" continued to rise. Against this background, Bo Yin Wealth Management integrates its core asset management logic of investment research specialization, product operation industrialization, and risk control intelligence throughout the entire life cycle management of "fixed income +" products. It builds an integrated system of research, product, and risk control tailored to the characteristics of the products to accurately balance returns and risks. In terms of investment research, Bo Yin Wealth Management has built a closed-loop full-chain research system covering environment judgment, asset selection, strategy implementation, and market verification processes. Combined with product risk positioning and return goals, it continues to explore assets with high-quality pricing, striving to provide scalable and sustainable profit foundations for products. In terms of product operation, the company uses four categories of morphology, risk, assets, and thematic strategies as the core language of the product system. It transforms diverse product forms, strategy structures, and risk characteristics into a quantifiable, executable, and assessable rule framework. By accurately defining product risk levels and risk budgets as the core basis for product design, asset allocation, and position adjustments, it simultaneously uses them for investment compliance verification and risk deviation monitoring to firmly maintain the bottom line of product risk attributes. Intelligent risk control: Full-cycle intelligent management to resist market fluctuations Bo Yin Wealth Management has established a risk control system covering the entire cycle of products, implementing unified quantitative and continuous monitoring and automatic constraints on market, credit, liquidity, and concentration risks through standardized indicators and risk budgets. It has established a risk budget system centered on volatility and set volatility limits according to product terms to strictly implement risk parity strategies. At the same time, relying on technological empowerment to advance risk control intelligence, it achieves full-process system-assisted decision-making in limits, monitoring, and performance, greatly enhancing the ability to deal with extreme market fluctuations. The excellent performance on the list is a concentrated manifestation of Bo Yin Wealth Management's investment research capabilities, risk control system, and product management comprehensive strength. Facing the still complex market environment in the future, Bo Yin Wealth Management will adhere to the original intention of "managing assets on behalf of clients" and deeply practice the asset management business methodology. With more professional investment research and more stable operations, it will continue to create substantial, tangible, and sustainable wealth value for a wide range of investors.