科创板ETF纳入基金投顾配置范围 引导中长期资金聚焦“硬科技”

Group 1 - The core viewpoint of the article is that the recent regulatory changes by the China Securities Regulatory Commission (CSRC) are transforming the wealth management landscape in China, particularly by allowing direct investment in Sci-Tech Innovation Board ETFs through fund advisory services [1][2] - The number of Sci-Tech Innovation Board ETFs has increased from 4 to 94 since their inception in November 2020, with total assets growing from 20.97 billion to 266.48 billion, reflecting strong investor interest in participating in technology innovation [2][4] - The inclusion of Sci-Tech Innovation Board ETFs in fund advisory services is expected to enhance the flexibility of investment strategies, allowing for more tailored approaches to meet investor needs [2][3] Group 2 - The management fee for Sci-Tech Innovation Board ETFs is approximately 0.5% per year, which is lower than that of actively managed funds, typically over 1% per year, making them a cost-effective option for investors [3][4] - The long-term funding support from stable advisory funds is crucial for technology companies, especially given their high R&D investment, with total R&D expenditure projected to reach 168.86 billion in 2024, accounting for 11.89% of revenue [4][5] - Fund advisory institutions are rapidly adjusting their strategies to incorporate Sci-Tech Innovation Board ETFs, with firms like E Fund and Bosera already integrating these assets into their investment models [5][6] Group 3 - The article highlights the need for improved investor education regarding ETFs, as many investors currently view them only as tools rather than understanding their strategic value [7][8] - There is potential for more ETF categories, such as CSI 300 ETF and commodity ETFs, to be included in fund advisory services, indicating a shift towards a more diversified and professional wealth management approach [8] - The transformation initiated by the inclusion of Sci-Tech Innovation Board ETFs is pushing the wealth management industry in China towards a more specialized and diversified phase, balancing innovation with risk and short-term gains with long-term value [8]