QDII,大消息!
Zhong Guo Ji Jin Bao·2026-01-10 09:00

Group 1 - The core viewpoint of the article is that new regulations are encouraging the use of QDII quotas primarily for public funds, aiming to promote inclusive finance and better meet the diverse asset allocation needs of investors [1][3][4] - Fund companies are required to adjust the proportion of QDII quotas used for public products and separate accounts, with a target to reduce the quota for separate accounts to below 20% by the end of 2027, and to complete at least half of this adjustment by the end of 2026 [1][3] - The new regulations are seen as a measure to guide financial resources towards ordinary investors, enhancing transparency and public access to investment opportunities [4][10] Group 2 - As of the end of last year, the total approved QDII quota reached $1708.69 billion, with the securities fund category accounting for $942.9 billion [5][6] - The demand for public QDII funds has surged due to increasing awareness of global asset allocation among residents, leading to a tightening of subscription limits for many popular QDII funds [10] - Approximately 60% of QDII funds have paused subscriptions or limited large subscriptions, with some products experiencing significant premium rates [10]

QDII,大消息! - Reportify