Core Viewpoint - The resignation of Li Ying as General Manager of Zhongjia Fund due to personal reasons marks a significant leadership change within the company, which has seen a new chairman appointed earlier this year. [1][2] Company Overview - Zhongjia Fund was established in March 2013 and is categorized as a "bank-affiliated" fund company, with Beijing Bank as its largest shareholder, holding a 44% stake. [5][6] - As of the end of Q3 this year, Zhongjia Fund managed a total public fund product scale of 1360.38 billion RMB, ranking 52nd in the industry, with non-monetary fund scale reaching 1179.45 billion RMB, placing it 45th. [6] Management Changes - Li Ying, who joined Zhongjia Fund in August 2023 and was promoted to General Manager in June 2024, has left the company, and the Chief Information Officer, Chen Xin, will serve as the acting General Manager. [4] - Chen Xin has a background in Beijing Bank, where he worked from 1998 to 2013, and has held various positions within Zhongjia Fund since joining in May 2013. [3][4] Fund Performance and Structure - Zhongjia Fund primarily focuses on fixed-income products, with bond fund scale reaching 1144.52 billion RMB, accounting for over 97% of its non-monetary fund scale as of Q3. [8] - The company faces challenges in expanding its equity fund scale, as half of its 20 mixed-asset funds have scales below 100 million RMB. [8] - The departure of key personnel has impacted the scale of certain funds, notably the Zhongjia Pure Bond Fund, which saw its scale decline from 181.70 billion RMB to 61.69 billion RMB following the exit of a senior manager. [8] Recent Developments - Zhongjia Fund has been actively developing index funds, with three out of six new funds established this year being index funds. [9]

【导读】任职不足两年，中加基金总经理李莹离职 中国基金报记者 若晖 继今年 7 月份新董事长上任之后，中加基金在年末又迎来总经理更迭。 12 月 19 日，中加基金公告称，总经理李莹因个人原因离职，公司首席信息官陈昕代任总经 理。 Wind 数据显示，中加基金成立于 2013 年，是一家 " 银行系 " 基金公司，北京银行为其第 一大股东。中加基金代任总经理陈昕此前任职于北京银行信息技术部，董事长杨琳此前也在 北京银行工作多年。截至今年三季度末，中加基金旗下非货基金管理规模超过 1100 亿元。 中加基金总经理李莹离职 12 月 19 日，中加基金发布高级管理人员变更公告。总经理李莹因个人原因离职，公司首席 信息官陈昕代任总经理。 | 代任高级管理人员职务 | 总经理 | | --- | --- | | 代任高级管理人员姓名 | 陈昕 | | 是否经中国证监会核准取得 | | | 高管任职资格 | | | 中国证监会核准高管任职资 | | | 格的目期 | | | 任职日期 | 2025-12-18 | | 过往从业经历 | 1998年至2013年任职于北京银行;2013年5月加入 中加基金管理有限公司,先后 ...

Group 1 - The recent personnel change at Xinyuan Fund, where Deputy General Manager Wang Hui was reassigned to Senior Specialist, indicates potential shifts in shareholder control, particularly by Nanjing Bank [1][7] - Wang Hui has been with Xinyuan Fund for over 12 years and served as Deputy General Manager for nearly 9 years, making this change noteworthy and not merely a promotion [1][5] - The announcement of Wang Hui's transition included unusual formatting in the acknowledgment section, raising speculation about the underlying reasons for the change [1] Group 2 - Xinyuan Fund has experienced systematic changes in its executive team, with Nanjing Bank increasing its control since 2022, including the appointment of new executives from its own ranks [7][8] - The fund's management structure has seen significant turnover, with 116 fund companies experiencing executive changes this year alone, involving over 260 personnel [14] - As of June 30, 2025, Xinyuan Fund's asset management scale reached 211.78 billion yuan, with a strong focus on fixed-income products, which accounted for 98% of its total fund size [11][13] Group 3 - The fund's recent financial performance shows a total revenue of 356 million yuan, reflecting a year-on-year growth of 17.49%, and a net profit of 107 million yuan, with an 18.99% increase [13] - The average tenure of current fund managers at Xinyuan Fund is only 3.70 years, which is below the industry average of 4.94 years, indicating a potential instability in the investment research team [14] - The future development of Xinyuan Fund will be closely monitored, particularly regarding its ability to enhance its equity product competitiveness while maintaining its fixed-income advantages [15]