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绩优基金频频“二次首发” 公募募资提速更提质
Shang Hai Zheng Quan Bao·2025-08-25 20:09

Group 1 - The core viewpoint of the article highlights the increasing trend of "secondary offerings" for existing high-performing mutual funds, which enhances fundraising efficiency and attracts rational capital by leveraging proven performance [1][2][3] - Since July 2023, there has been a noticeable surge in the number of mutual funds engaging in "secondary offerings," with some funds experiencing growth of over three times in scale [3] - The focus of these "secondary offerings" is primarily on quantitative funds and industry-themed products, with average returns exceeding 45% for quantitative funds and 46% for certain industry-themed funds over the past year [3] Group 2 - Specific examples of successful "secondary offerings" include the West China Central Enterprise Preferred Stock Fund, which saw its scale grow rapidly after its offering through the Bank of Communications, and the Huaxia Smart Winning Mixed Fund, which offered fee discounts during its secondary offering at China Merchants Bank [2] - The total scale of ETFs is approaching 5 trillion yuan, with significant net subscriptions in August 2023, indicating a strong inflow of funds into passive index funds [4] - The mutual fund industry is encouraged to enhance communication with channels and focus on value creation rather than merely chasing scale, aligning suitable products with appropriate investors [3]