基金大事件|恒生指数公司发布恒生双科技指数；公募FOF规模创历史新高.......

Group 1: Industry Developments - The Ministry of Finance and the People's Bank of China have included electronic savings bonds in personal pension products to support the development of a multi-tiered pension system, which is expected to enhance investor enthusiasm and improve the quality of the personal pension system [2] - A shift in the collaboration model between banks and fund companies is observed, moving from a focus on product sales to a more service-oriented approach, emphasizing long-term customer value [4] - The Hong Kong Monetary Authority has released a financial technology promotion blueprint aimed at fostering responsible innovation and enhancing cross-border collaboration in the financial sector [12] Group 2: Market Trends - In January 2026, A-share new account openings surged to 4.9158 million, a 213% increase year-on-year, indicating a strong market interest [10] - The scale of public fund of funds (FOF) has reached a historical high of over 240 billion, driven by low interest rates and a demand for low-volatility products [11] - The semiconductor sector is highlighted as a key investment area, with fund managers noting significant growth potential in the domestic semiconductor industry over the next 3-5 years [15][16] Group 3: Regulatory Changes - The China Securities Regulatory Commission has introduced new guidelines for public fund performance benchmarks to address issues like "style drift" and ensure investor interests are prioritized [6][17] - The new regulations aim to standardize performance benchmarks and improve transparency in fund management practices [6][17] Group 4: Fund Launches - A total of 29 new public funds are set to launch in the first week of February 2026, with equity funds making up the majority [9] - The average subscription period for these new funds is approximately 12 days, indicating strong investor interest [9] Group 5: Stock Performance - In January 2026, 207 out of 307 recommended stocks by brokers saw price increases, with some stocks experiencing nearly 100% gains, reflecting a positive market outlook [14] - The Hang Seng Biotechnology Index recorded a 64.5% increase last year, marking its highest annual gain since inception [8]