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公募二季度规模战报:汇添富超越招商排名第九,鹏华规模近5000亿逼近前十,海富通成最大黑马
Xin Lang Ji Jin· 2025-07-23 05:45
Core Viewpoint - The public fund industry is experiencing a competitive landscape characterized by a solidified top tier, intense battles in the middle tier, and a rising tail tier as of the end of Q2 2025, indicating a silent scale competition among different tiers [1][15]. Group 1: Top 10 Fund Companies - The top 10 public fund companies by non-monetary scale as of Q2 2025 are: E Fund, Huaxia Fund, GF Fund, Fuguo Fund, Harvest Fund, Southern Fund, Bosera Fund, Huatai-PB Fund, Huitianfu Fund, and China Merchants Fund [2][3]. - E Fund and Huaxia Fund both surpassed significant thresholds, with E Fund exceeding 1.4 trillion and Huaxia Fund surpassing 1.2 trillion in non-monetary scale [3]. - Southern Fund and Huaxia Fund both achieved a growth rate exceeding 14%, while E Fund, Harvest Fund, Huatai-PB Fund, and others saw growth rates above 10% [3]. Group 2: Notable Changes in Rankings - Huitianfu Fund emerged as a "dark horse," with a significant increase of 481 million, moving up from 10th to 9th place, surpassing China Merchants Fund [5]. - China Merchants Fund is the only company in the top 10 to experience a decline in scale, with a decrease of 281 million since the beginning of the year and 177 million by the end of the quarter [4]. Group 3: 11-20 Tier Performance - The 11-20 tier includes companies like Penghua Fund, Invesco Great Wall Fund, and Guotai Fund, with Penghua Fund nearing 500 billion and achieving a quarterly growth of 525 million, marking a 11.9% increase [7][8]. - Guotai Fund's quarterly growth of 471 million, representing a 12.6% increase, has propelled it to 13th place, indicating strong momentum for higher rankings [8]. Group 4: 21-30 Tier Dynamics - The competition in the 21-30 tier is intense, with Xinyi Fund leading the pack, achieving a quarterly increase of 441 million, marking a nearly 20% growth [11][13]. - Haifutong Fund experienced a remarkable surge, with a quarterly increase of 559 million, resulting in a 45% growth and a jump to 28th place [13]. Group 5: Overall Industry Trends - The public fund industry is witnessing three major trends: solidification of the top tier with ongoing internal competition, significant upward momentum from the second tier, and high variability in the middle tier, which serves as a source of potential changes in rankings [15]. - The competition has evolved from mere scale expansion to a comprehensive contest involving product strength, channel effectiveness, and strategic determination [15].
前十门槛近5000亿,基金公司一季末规模排行出炉(附全部排名)
华尔街见闻· 2025-04-24 10:30
华尔街见闻出品 作者 郑孝 杰 编辑袁畅 经历了富于挑战的一季度,公募机构的规模座次正式出炉! 根据WIND资讯截至4月22日晚间20点的统计,已公布季报的非货基金合计18.2万亿,继续保持在历史高位。 按管理人汇总,内地非货基金规模前十名的机构依次为 易方达、华夏基金、广发基金、富国基金、嘉实基金、南方基金、博时基金、华泰柏瑞、招商基金、汇添 富基金。 以下文章来源于资事堂 ,作者资事堂 资事堂 . 上述机构也构成了行业的前十强。 另外以门槛值看,第一集团的入围门槛是4950亿元以上,第二集团前20名的门槛规模为2620亿以上。入围难度都不小。 而前三十名的入围标准是1560亿元,前五十名的门槛是850亿元,第100名的入围门槛是224亿元。基本上,公募行业的管理机构进入前100名,大概率经营都属于 盈利状态。 除了总量数据,各个规模序列的内部,各家机构的排名也有一定的起伏,这从一个侧面反映了行业现实和未来的发展方向。 前十强: 起伏无碍排名 公募行业的规模前十强座次变化,是"头部阵营"竞争缩影。 根据WIND统计,截至2025年一季度末,非货规模前十名依次为:易方达基金、华夏基金、广发基金、富国基金、嘉实 ...
前十门槛近5000亿,基金公司一季末规模排行出炉(附全部排名)
华尔街见闻· 2025-04-24 10:30
以下文章来源于资事堂 ,作者资事堂 资事堂 . 华尔街见闻出品 作者 郑孝 杰 编辑袁畅 经历了富于挑战的一季度,公募机构的规模座次正式出炉! 根据WIND资讯截至4月22日晚间20点的统计,已公布季报的非货基金合计18.2万亿,继续保持在历史高位。 按管理人汇总,内地非货基金规模前十名的机构依次为 易方达、华夏基金、广发基金、富国基金、嘉实基金、南方基金、博时基金、华泰柏瑞、招商基金、汇添 富基金。 上述机构也构成了行业的前十强。 另外以门槛值看,第一集团的入围门槛是4950亿元以上,第二集团前20名的门槛规模为2620亿以上。入围难度都不小。 公募行业的规模前十强座次变化,是"头部阵营"竞争缩影。 根据WIND统计,截至2025年一季度末,非货规模前十名依次为:易方达基金、华夏基金、广发基金、富国基金、嘉实基金、南方基金、博时基金、华泰柏瑞、 招商基金、汇添富基金。 | | | 2025年一季度末公募机构非货规模前十名 | | | --- | --- | --- | --- | | 序号 | 机构名称 | 最新规模数据(亿元) | 环比增减幅(%) | | 1 | 易方达基金管理有限公司 | 13520. ...