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财经早知道|进一步促进民间投资发展,国办出台13项针对性政策举措
Sou Hu Cai Jing· 2025-11-11 01:05
宏观经济 国务院办公厅:印发《关于进一步促进民间投资发展的若干措施》。进一步加大政府采购支持中小企业 力度。对超过400万元的工程采购项目中适宜由中小企业提供的,严格按规定预留该部分采购项目预算 总额的40%以上专门面向中小企业采购。鼓励采购单位将对民营企业的合同预付款比例提高至合同金额 的30%以上。 商务部等5部门:调整《向特定国家(地区)出口易制毒化学品管理目录》《特定国家(地区)目 录》,将美国、墨西哥、加拿大增列入《特定国家(地区)目录》,并单独增列针对上述3个国家的13 种易制毒化学品。 中国新闻周刊:银行App迎来关停潮,主要集中于信用卡与直销银行两个领域。早年银行推独立App抢 用户,结果却是高下载低日活,流量红利消退后,银行数字化转型进入"存量竞争"阶段。银行App"野 蛮生长"引发多重问题,叠加信用卡行业存量收缩,带动部分App关停。 第一财经:11月10日,从北京、上海、杭州等地的多位人士处了解到,他们于近期收到来自税务部门的 通知,要求对境外投资收益进行补税。 疾控局:预计今年秋冬季我国流感疫情高峰可能出现在12月中下旬和1月初。当前我国总体流感活动属 于上升阶段,甲型H3N2亚型占比 ...
剑指基金“风格漂移”,主题投资规范性文件来了
证券时报· 2025-11-10 15:10
Core Viewpoint - The article discusses the increasing attention on thematic funds in the investment market, highlighting the recent draft of the "Guidelines for Thematic Investment Style Management" by the Asset Management Association of China, aimed at regulating thematic investment funds and ensuring their compliance with stated investment directions [1][3]. Thematic Fund Naming and Investment Direction - The names of thematic investment funds must clearly indicate their investment direction and align with the investment direction specified in the fund contract, avoiding misleading representations [3]. - Fund managers are required to specify that over 80% of non-cash fund assets are invested in securities that align with the stated investment direction [3]. Establishment of Style Library - Thematic investment funds must establish a "style library" to manage securities that meet specific investment directions [5]. - For funds with specific market capitalization directions, the style library must include securities that meet defined market cap thresholds [5]. - When the investment direction is industry-based, publicly available third-party classification standards should be used for the style library [5]. Monitoring and Compliance - Fund managers must implement strict approval processes for the establishment and updates of the style library, ensuring compliance with the fund contract [8]. - Continuous monitoring of the investment style stability is required, with adjustments made for significant deviations from the stated investment direction [8]. - Fund managers must ensure the independence of research and compliance personnel, enhancing oversight of fund manager trading behaviors [8]. Responsibilities of Fund Custodians - Fund custodians are tasked with establishing a supervision mechanism for thematic investment funds, ensuring clarity in the fund's investment direction and style [11]. - Custodians must review the style library within five trading days of receipt, verifying compliance with the fund contract [12]. - If discrepancies are found, custodians must promptly communicate with fund managers for clarification and adjustments [12].