网下专业机构投资者“白名单”分类管理

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重磅!“白名单”来了
中国基金报· 2025-07-12 07:23
【导读】中证协公示2024年网下专业机构投资者"白名单"拟定名单 中国基金报记者 晨曦 机构打新"白名单"来了! 7月11日,中国证券业协会官网公布2024年网下专业机构投资者"白名单"拟定名单。 具体而言,此次共有21家机构拟入选"白名单",分别是:博时基金、大成基金、富国基金、 广发基金、国泰基金、华安基金、华泰资产管理、汇添富基金、交银施罗德基金、景顺长城 基金、南方基金、平安资管、睿远基金、东方红资产管理、泰康资产、银华基金、招商基 金、中金公司、国寿养老、中欧基金、中信证券。 中证协称,为促进首次公开发行证券网下投资者规范参与网下询价和申购业务,提升网下投 资者价值发现能力,引导专业机构投资者发挥示范带动作用,推动形成优胜劣汰的市场生 态,协会组织开展了2024年网下专业机构投资者"白名单"分类管理工作,评价期为2024年1 月1日至2024年12月31日。 中证协同时强调,网下专业机构投资者"白名单"是协会对网下专业机构投资者过往参与首发 证券网下询价和申购业务情况进行分类管理的声誉管理机制,并非对金融机构的综合业务评 价,也不代表协会对网下专业机构投资者未来经营情况和业务开展情况的综合判断。网下 ...
网下机构投资者“白名单”公布 14家公募、4家资管、2家券商、1家险企在列
news flash· 2025-07-11 12:12
Core Viewpoint - The China Securities Association has announced a "whitelist" of 21 professional institutional investors for offline participation in the securities market, aimed at enhancing the value discovery capabilities of these investors and promoting a competitive market ecosystem [1] Group 1: Whitelist Details - The whitelist includes 14 fund companies, 4 asset management companies, 2 securities firms, and 1 insurance company [1] - Notable fund companies on the list are Bosera Fund, Great Wall Fund, and China Southern Fund among others [1] - The asset management companies include Huatai Asset Management, Ping An Asset Management, and others [1] Group 2: Purpose and Evaluation Period - The initiative aims to standardize the participation of offline institutional investors in the initial public offering (IPO) process, enhancing their role in price discovery and market efficiency [1] - The evaluation period for this whitelist is set from January 1, 2024, to December 31, 2024 [1] - The public notice period for the whitelist is from July 11 to July 24, 2023 [1]