超100只科技主题基金申报

Core Insights - The number of technology-themed fund applications has surged significantly in 2023, with 106 funds reported as of September 5, compared to 19 in the same period last year, marking a 4.6-fold increase [3][4] - The increase in fund applications is attributed to a combination of policy support, market performance, and sector earnings, making the technology sector a key area for both long-term value and short-term gains [4][5] Fund Application Trends - Among the 106 technology-themed funds, 64 are stock index funds, with 44 being ETFs, representing over 60% of the total applications [4] - The applications include 22 actively managed equity products aimed at capturing excess returns in the tech sector, 15 bond index funds for fixed-income investments, 4 QDII funds, and 1 REIT [4] Participating Institutions - A total of 50 fund managers are involved in the surge of technology-themed fund applications, with notable contributions from Huatai-PineBridge, which applied for 7 funds, and other firms like E Fund and China Merchants Fund applying for 5 each [4] Investment Focus - The technology sector is seen as a core path to share in China's technological development dividends, especially with the ongoing support from national innovation-driven development strategies [5] - The TMT sector has shown high profit growth, with significant innovations in AI, robotics, new energy vehicles, and innovative pharmaceuticals, indicating a new economic cycle [5] Research and Development Investments - Several fund companies are enhancing their investment research capabilities and product offerings in the tech sector, aiming to build a "technology investment army" [6] - For instance, Bosera Fund has established a dedicated research team for tech investments since before the establishment of the Sci-Tech Innovation Board, focusing on sectors like TMT, new energy, and biomedicine [6] Strategic Focus Areas - Fund companies are diversifying their technology investment strategies, with a focus on both "hard tech" (like semiconductors and advanced manufacturing) and "soft power" (like AI and biomedicine) [7] - Southern Fund emphasizes technology finance as a core strategy, enhancing research on strategic emerging industries and developing specialized tech-themed products [7]