永赢基金蔡路平： 从“切蛋糕”到“矩阵思维” 永赢指数业务步入2.0时代

Core Insights - Yongying Fund has differentiated itself in the ETF market by innovatively developing a series of "first-of-its-kind" index products, including medical device ETFs, gold stock ETFs, general aviation ETFs, satellite ETFs, and Hong Kong medical ETFs, achieving an ETF management scale exceeding 15 billion yuan as of September 4 this year [1][4]. Group 1: Business Strategy - The index business of Yongying Fund began with broad-based indices like the CSI 300 and ChiNext indices, and in 2020, the company identified the medical device sector as a promising niche within the healthcare industry, establishing a strategy of "cutting the cake" to explore more attractive sub-sectors [2][3]. - The company focuses on aligning its product development with national policies and strategic directions, such as "new quality productivity," ensuring that its offerings support the real economy and government initiatives [2][3]. Group 2: Product Development - Yongying Fund has accelerated its index product offerings this year, launching seven new ETFs, including the Yongying CSI A500 ETF and the Yongying CSI Hong Kong Medical Theme ETF, with additional products in the pipeline [4][5]. - The company aims to enhance its product matrix across various sectors, including consumption, manufacturing, technology, cycles, finance, and military industry, while also improving its infrastructure to adapt to different market environments [5]. Group 3: Team and Culture - The organizational structure of Yongying Fund is relatively flat, promoting high efficiency in cross-departmental collaboration, which fosters a culture of innovation and proactive exploration of new opportunities [3][6]. - The team is described as young and imaginative, encouraging a collaborative environment where ideas can be shared and developed collectively, enhancing the overall effectiveness of product development [3][6]. Group 4: Quantitative Investment - In addition to its index business, Yongying Fund is also focusing on enhancing its quantitative investment strategies, with a current emphasis on index enhancement strategies covering various indices [5][6]. - The company is investing in advanced technologies, including AI and machine learning, to improve the effectiveness of its quantitative strategies, thereby enhancing decision-making capabilities for investors [5][6].