头部基金，争相申报巴西主题QDII

Core Viewpoint - Major Chinese public funds are launching QDII products tracking Brazilian market indices, indicating a growing interest in the South American market due to strong economic ties and investment opportunities [1][2]. Group 1: QDII Products and Market Performance - Two new QDII ETFs, 华夏布拉德斯科巴西伊博维斯帕ETF and 易方达伊塔乌巴西IBOVESPAETF, have been submitted for approval, tracking the Ibovespa index, which reflects the overall performance of the Brazilian stock market [2][3]. - The Ibovespa index has seen a significant increase, rising approximately 18% this year and reaching a historical high of 147,578.39 points on September 30 [4]. Group 2: Strategic Partnerships and Market Expansion - 华夏基金 and 汇添富基金 are collaborating with Bradesco, a major Brazilian asset management company, while 易方达基金 partners with Itaú Asset Management, enhancing their presence in the South American market [3][8]. - Chinese public funds are also exploring opportunities in other South American countries like Chile, leveraging local partnerships to expand their influence and recognition in the region [1][8]. Group 3: Trade Relations and Economic Impact - In 2024, the bilateral trade volume between China and Brazil is projected to reach $188.1 billion, with China being Brazil's largest trading partner for 16 consecutive years [6]. - Brazilian agricultural exports, including beef, corn, soybeans, and coffee, are experiencing strong growth in the Chinese market, further solidifying economic ties [4][6]. Group 4: Future Investment Plans - Companies like 蜜雪冰城 and 瑞幸咖啡 are planning significant investments in Brazil, with 蜜雪冰城 committing to invest at least 4 billion RMB in agricultural procurement over the next 3-5 years [4][5]. - 瑞幸咖啡 aims to purchase a total of 240,000 tons of coffee beans from Brazil between 2025 and 2029, valued at 10 billion RMB [5].