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中信建投基金:锚定高质量发展,构建公募基金产品体系新格局
Xin Lang Ji Jin·2025-10-09 02:22

Core Viewpoint - The issuance of the "Action Plan for Promoting the High-Quality Development of Public Funds" marks a strategic shift in the industry from "scale expansion" to "quality improvement," emphasizing the need to enhance equity investment scale and proportion, which is crucial for both capital market reform and strengthening the core competitiveness of fund companies [1][2]. Group 1: Product Development Strategy - The company aims to build a diverse product matrix that meets investor needs by conducting in-depth research on risk preferences, investment goals, and holding periods, while adhering to principles of long-term and sustainable investment [1][2]. - The company is focusing on expanding its equity product offerings, particularly in technology finance, green finance, inclusive finance, pension finance, and digital finance, to support high-quality economic development [2][3]. Group 2: Green Finance Initiatives - The company has established low-carbon themed funds and issued two public REITs in the renewable energy sector to support infrastructure development, with plans to further innovate in green finance products [3][4]. - Future initiatives will include exploring innovative products in sustainable development and green low-carbon sectors, aligning with national strategies and economic restructuring [3]. Group 3: Inclusive and Pension Finance - The company is enhancing the development of low-volatility products and expanding its product matrix to meet the inclusive financial needs of clients, while also promoting fee reforms to lower investor costs [3][4]. - In the pension finance sector, the company has launched a one-year holding period pension target fund and plans to introduce additional funds tailored to different retirement dates and risk profiles [3][4]. Group 4: Passive Investment Products - The company is improving its passive management product offerings by developing a comprehensive index product system that includes broad-based, thematic, and industry-specific indices to meet specialized investor needs [4]. - The core of high-quality public fund development lies in providing professional products that allow investors to share in economic growth, with a commitment to continuous reform and improvement in equity product supply [4].