Group 1 - The core viewpoint is that the public fund industry is expected to continue its growth in 2026, driven by long-term capital inflows and favorable market conditions [4] - As of October 2025, the total assets under management in the public fund sector reached 36.96 trillion yuan, indicating a steady increase [4] - Three main factors supporting this growth include the influx of long-term funds from insurance, personal pensions, and social security funds, the shift of savings towards diversified financial products, and the ongoing release of policy benefits such as fee reforms [4] Group 2 - The public fund industry is positioned to benefit from opportunities related to new productive forces and the expansion of REITs, which will provide a quality asset pool [4] - There is a long-term trend of asset allocation shifting from real estate to financial assets, injecting continuous incremental funds into the industry [4] - Despite the opportunities, challenges such as global macroeconomic uncertainties and the need for precise asset allocation remain significant [5] Group 3 - The low interest rate environment supports equity asset valuations, and public funds are enhancing their capabilities through platform-based research systems and AI-driven risk management technologies [5] - The industry aims to balance scale expansion with quality improvement, focusing on serving the real economy and wealth management needs of residents [5]
博时基金陈显顺：新春谋远 公募基金锚定增长与质量双升
Sou Hu Cai Jing·2026-01-04 07:26