从“切蛋糕”到“矩阵思维”永赢指数业务步入2.0时代

Core Viewpoint - Yongying Fund has differentiated itself in the ETF market through innovative product development and strategic positioning, achieving an ETF management scale exceeding 15 billion yuan as of September 4, 2023 [1][3]. Group 1: Product Development and Strategy - The index business of Yongying Fund began with broad-based indices like the CSI 300 and ChiNext Index, later focusing on niche sectors such as medical devices, which was established during a significant market uptrend in the pharmaceutical sector in 2020 [1][2]. - The company aims to explore potential sectors by aligning with national policies on "new quality productivity," emphasizing the importance of serving the real economy and national strategies [2][3]. - Yongying Fund has accelerated its ETF product offerings this year, launching seven new ETFs, including the Yongying CSI A500 ETF and the Yongying Hong Kong Stock Medical Theme ETF, with additional products in the pipeline [3][4]. Group 2: Operational Efficiency and Team Dynamics - The company has a flat organizational structure that promotes high efficiency in cross-departmental collaboration, allowing for a dynamic exchange of ideas between the index and active equity teams [2][4]. - The team culture encourages innovation and exploration of new opportunities, which is crucial for the successful implementation of left-side layouts in potential industries [2][5]. Group 3: Infrastructure and Investor Services - Yongying Fund is focused on enhancing its infrastructure to ensure the availability of suitable investment tools across different market conditions, which is essential for capturing emerging opportunities [3][4]. - The company is also investing in investor education and decision-making tools, developing quantitative models to help investors understand the characteristics and investment logic of assets like gold and gold stocks [4][5]. Group 4: Quantitative Investment Focus - In addition to index products, Yongying Fund is intensifying its efforts in quantitative investment, primarily through index enhancement strategies covering various indices [5]. - The company is leveraging advanced technologies, including AI models, to improve strategy effectiveness in market analysis and asset allocation [5].