【导读】合格境外投资者新政今日落地 遇。此举便利境外大型资产管理机构开展投资，预计为市场引入更多资金活水。 进一步放开境内机构向外资提供投资顾问服务，以提升其投资本地化水平，有利于国际大型 资产机构进一步提高对中国资产的配置比例，还将推动境内专业机构与国际接轨，提升境内 专业机构的国际竞争力。 中国基金报记者 储是 合格境外投资者新政落地，境外投资者迎来 " 准入提速 "" 交易国民待遇 "" 放开投顾服务 " 等政策 " 礼包 " ，展现中国资本市场扩大制度型开放的坚定决心。 10 月 27 日，中国证监会网站显示，近日，中国证监会印发《合格境外投资者制度优化工作 方案》（以下简称《方案》）。 《方案》从优化准入管理、便利投资运作、扩大投资范围、明确政策预期、加强服务支持等 方面提出一系列具体举措，着力提升合格境外投资者制度的适应性和吸引力，为各类境外投 资者打造更加透明、便利和高效的投资环境。 优化准入管理方面，《方案》提出两项措施，即合格境外投资者资格审批与开户 " 一件事 " 和配置型外资 " 绿色通道 " 。 两项准入管理重要举措即日（ 10 月 27 日）生效，进一步优化、简化、整合合格境外投资者 ...

北京商报讯（记者 李海媛）10月27日，中国证监会印发《合格境外投资者制度优化工作方案》。其中提到，明确外资公募基金短线交易适用规则。给予外 资公募基金与境内公募基金按产品账户维度计算短线交易持股比例的同等待遇，便利境外大型资产管理机构开展投资。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has officially released the "Optimized Work Plan for Qualified Foreign Institutional Investor (QFII) System," introducing significant reforms aimed at enhancing foreign investment access to the Chinese market [2][3] Summary by Relevant Sections Key Measures - The reform includes two major measures: the integration of QFII qualification approval and account opening into a single process, and the establishment of a "green channel" for allocation-type foreign capital, simplifying the entry process for foreign investors [2] Highlights - Highlight One: Short-term trading will receive national treatment, allowing global large asset management institutions to invest in A-shares more flexibly, which is expected to attract more incremental capital into the market [3] - Highlight Two: Domestic institutions are permitted to provide investment advisory services to foreign capital, enhancing the localization of foreign investments and promoting mutual benefits between domestic institutions and international counterparts [3] Historical Context - Since its implementation in 2002, the QFII system has attracted 913 qualified foreign investors, including various types of investment entities such as foreign fund management companies, commercial banks, insurance companies, and sovereign funds, with domestic asset scale exceeding 1 trillion RMB [3] Future Outlook - The CSRC aims to continue implementing more measures to enhance the attractiveness of the QFII system for long-term foreign capital, gradually forming a new open pattern characterized by coordinated onshore and offshore channels, balanced development of allocation-type and trading-type funds, and positive interaction between domestic and foreign securities, fund, and futures institutions [3]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued a plan to optimize the Qualified Foreign Institutional Investor (QFII) system, allowing the use of ETF options for risk management [1] Group 1 - The new plan aims to enhance the coverage of QFII products, which will support risk management and asset allocation needs [1] - The initiative is designed to facilitate foreign investors' reasonable demand for hedging through ETF options [1]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued a work plan to optimize the Qualified Foreign Institutional Investor (QFII) system, aiming to enhance the adaptability and attractiveness of the system for foreign investors over the next two years [1][2]. Group 1: Key Measures - The work plan includes 11 measures across six areas: optimizing access management, facilitating investment operations, expanding investment scope, clarifying policy expectations, and enriching service support [2][5]. - It specifically addresses foreign institutional demands by clarifying short-term trading rules for foreign public funds, allowing them to be treated equally with domestic funds regarding short-term trading shareholding ratios [2][3]. Group 2: Market Impact - The optimization of short-term trading rules is expected to increase foreign investment activity in the domestic market, thereby enhancing overall market liquidity [3]. - The continuous improvement of the QFII system is anticipated to significantly boost the internationalization and marketization of China's financial markets, encouraging more overseas investors to participate [4][6]. Group 3: Access Management - The work plan aims to streamline the approval and account opening processes for foreign investors, implementing a "one-stop" approach to enhance efficiency [5]. - It introduces a green channel for certain types of foreign investors, such as sovereign funds and pension funds, to facilitate their entry into the Chinese market [5]. Group 4: Investment Operations - The plan enhances the efficiency of fund transfers and securities account operations, aiming to improve transparency in investment operation regulations [6][7]. - It allows foreign investors to participate in a broader range of financial products, including commodity futures and options, thereby expanding their investment opportunities [7]. Group 5: Institutional Support - The work plan supports domestic licensed institutions in providing investment advisory services to foreign investors, which is expected to enhance local investment capabilities [4][5]. - The ongoing reforms are seen as a commitment to deepening the institutional opening of China's capital markets, which will likely attract more foreign capital inflows [7].

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued a "Work Plan for Optimizing the Qualified Foreign Institutional Investor (QFII) System" to enhance the attractiveness of the QFII system and to steadily expand the high-level opening of the capital market, aiming to attract medium- and long-term foreign capital [1][2] Group 1: Overall Requirements - The Work Plan is guided by Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era and aims to implement the spirit of the 20th National Congress of the Communist Party of China, focusing on balancing financial openness and security [1] - The plan emphasizes market-oriented, legal, and international directions, with key efforts on optimizing access management and facilitating investment operations [1] Group 2: Investment Scope and Risk Management - The plan will expand the investment scope for QFIIs, allowing the use of ETF options for risk management, which will support the hedging needs of foreign capital [2] - It will also permit participation in more commodity futures and options trading, addressing the demand for diversified asset allocation and hedging against spot price risks for foreign investors [2] Group 3: Implementation and Future Research - The CSRC will expedite the implementation of the proposed optimization measures and further deepen research on the QFII system to continuously enhance the attractiveness of the opening-up reforms [2]

中国证监会发布方案，是扩大中国资本市场自主开放一系列举措的最新一环。方案涵盖合格境外投资者 境内投资运作周期中的方方面面，综合、全面地提出了优化具体措施，有针对性地聚焦外资在投资运作 中的关切与诉求，展现出中国资本市场扩大制度型开放的坚定决心。如通过短线交易规则的出台实现有 关交易监管规则的国民待遇，将有助于鼓励大型全球资产管理机构加大对境内股票的投资比例；进一步 放开境内机构向外资提供投资顾问服务，有助于提升其投资本地化水平，有利于国际大型资产机构进一 步加强对中国资产的配置比例，提升境内专业机构国际竞争力。 方案中涉及优化准入管理的两项措施，即合格境外投资者资格审批与开户"一件事"和配置型外资"绿色 通道"27日同步落地。措施将进一步优化、简化、整合合格境外投资者资格审批与开户环节各事项的办 理方式，有效缩短外资资格申请办理时限与入市流程，降低外资运营成本，鼓励中长期资金在内的各类 境外专业机构加大对中国资产的配置力度。 后续，中国证监会将加快推动方案中其他举措的出台落地，进一步增强合格境外投资者制度对境外中长 期资金的吸引力，推动逐步形成在岸与离岸渠道协调互补、配置型与交易型资金平衡发展、境内外证券 基 ...

人民财讯10月27日电，近日，中国证监会印发《合格境外投资者制度优化工作方案》。其中提到，明确 外资公募基金短线交易适用规则。给予外资公募基金与境内公募基金按产品账户维度计算短线交易持股 比例的同等待遇，便利境外大型资产管理机构开展投资。 ...

人民财讯10月27日电，近日，中国证监会印发《合格境外投资者制度优化工作方案》。其中提到，允许 使用ETF期权开展风险管理。积极发挥合格境外投资者渠道产品覆盖面大、有利于支持风险管理与资产 配置诉求的优势，平稳推进合格境外投资者投资ETF期权，满足外资套期保值合理需求。 ...

。 近日，中国证监会印发《合格境外投资者制度优化工作方案》（以下简称《工作 方案》）。 最大 are and 回發現場 党的二十届三中全会明确提出优化合格境外投资者制度。合格境外投资者制度是 我国资本市场最早施行的开放制度之一，推出以来总体保持运行平稳，是境外投资者 投资中国的综合性资产配置渠道，在扩大资本市场对外开放方面发挥了积极作用。 关注获取更多精彩内容 《工作方案》以习近平新时代中国特色社会主义思想为指导，深入贯彻落实二十 届三中、四中全会，中央金融工作会议精神，坚持统筹金融开放和安全，坚持市场 化、法治化、国际化方向，以优化准入管理、便利投资运作等为着力点，力争用两年 左右的时间，推动落实优化合格境外投资者制度机制的改革举措，增强制度对境外中 长期资金的吸引力，形成在岸与离岸渠道协调互补、配置型与交易型资金平衡发展、 境内外证券基金期货机构良性互动的开放新格局。 下一步，中国证监会将推动《工作方案》提出的各项开放优化举措尽快落实落 地，并在此基础上进一步深化对合格境外投资者制度的研究，不断丰富提升对外开放 制度吸引力的改革举措。 中国证监会印发《合格境外投资者制度优化工作方案》 全文可点击 "阅读原 ...