左侧布局静待花开 用“冷门”ETF开辟新战场

Core Viewpoint - The rapid development of index investment in the capital market is highlighted, with the total market ETF scale exceeding 5 trillion yuan by early September 2023, driven by public fund institutions accelerating their layout and product innovation [1] Group 1: Company Strategy - Yongying Fund has surpassed 19 billion yuan in ETF management scale over six years, launching several industry-first products such as gold stock ETF, general aviation ETF, satellite ETF, and Hong Kong medical ETF [1][3] - The company adopted a "cake-cutting" strategy since 2020, focusing on niche opportunities within large industries, such as the medical device sector instead of the entire medical industry, which proved to be a successful choice [2][3] - The company emphasizes the importance of understanding industry trends and aligning with national strategies, as seen in their ETFs related to low-altitude economy and satellite communication [2] Group 2: Product Development - Yongying Fund has accelerated the establishment of its product matrix, launching 11 ETF products covering various sectors, including A500, Sci-Tech Innovation Index, and Hong Kong medical [4] - The company aims to create a comprehensive "product shelf" to provide suitable investment tools regardless of market conditions, with plans to expand into core sectors like consumption, manufacturing, technology, and finance [4] Group 3: Quantitative Investment - The company is actively developing its quantitative investment sector, focusing on index enhancement strategies across multiple indices, with plans to increase investment in active quantitative strategies [5] - Yongying Fund recognizes that quantitative investment is a technology-driven model that requires continuous effort and cannot guarantee easy success [6] - The company has established a robust risk management system to actively manage risks and enhance the investment experience for clients [6]