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重磅!最新最全QDII额度扩容名单来了!哪些“限购基”又能加仓了?
私募排排网· 2025-07-03 03:41
看财经、查排名、买基金,就上公募排排网,申购费低至0.001折。 本文首发于公众号"公募排排网"。(点击↑↑上图查看详情) 导语 近些年来海外市场风头正劲,导致QDII基金火爆到频频限购,让不少人感叹"一基难求"。2025年下半年刚开始,新鲜"弹药"就已补充到位! 新一轮QDII额度正式落地! 以下文章来源于公募排排网 ,作者康波 公募排排网 . 据 公募排排网 统计,截至2025年6月30日,市场上累计有191家机构获批QDII额度,总额度达到1708.69亿美元,相较于5月,新增额度达 30.8亿美元。 从新增额度的分配情况来看,证券基金 类 机构 成为最大赢家,获得了 21.2亿美元的新增额度(占比近69%) ;银行类机构紧 随其后,分得6.6亿美元的新增额度;保险类机构也获得了3亿美元的新增额度。(注:按机构累计QDII额度排序) 在基金公司阵营里, 22家机构各获5000万美元额度领跑,还有12家 各 获 4000万 美元 、 9家 各 获 3000万 美元 。 其中, 睿远基金、财通 资管 两家机构首获QDII业务资格后,首次获批额度还高达5000万美元。( 点此看获批QDII额度机构全名单 ) ...
QDII额度扩容意义重大
Zheng Quan Ri Bao· 2025-07-02 16:20
Core Viewpoint - The recent issuance of a total of $3.08 billion in QDII (Qualified Domestic Institutional Investor) quotas by the State Administration of Foreign Exchange represents a significant step in supporting cross-border investment by qualified institutions, reflecting China's commitment to financial market openness and enhancing investor confidence [1] Group 1: Impact on Financial Market - The expansion of QDII quotas promotes the two-way opening of China's financial market, enhancing its influence in the global financial system and signaling China's determination to integrate into the global financial landscape [2] - The QDII system, alongside the QFII (Qualified Foreign Institutional Investor) system, facilitates the dual flow of capital, optimizing global capital allocation and creating a new pattern of coordinated development between "bringing in" and "going out" [2] Group 2: Internationalization of Renminbi - Certain QDII products allow for investments in offshore RMB-denominated assets, which helps expand the use and acceptance of the Renminbi abroad, enhancing its attractiveness as an international investment currency [3] - The healthy development of the QDII system contributes to the steady rise of the Renminbi's status in the international monetary system [3] Group 3: Investor Demand and Asset Management - The growing demand for cross-border investment has led to an increase in the scale of QDII funds, with the latest net asset value reaching 654.28 billion yuan, reflecting investor recognition and demand for QDII products [4] - The issuance of new QDII quotas provides strong support for asset management institutions to meet the increasing global asset allocation and risk diversification needs of domestic residents [4] Group 4: Competitiveness of Domestic Financial Institutions - The recent QDII quota expansion allows financial institutions, particularly fund companies and brokerages, to enhance their international competitiveness and global asset management capabilities [5] - The expansion is not merely about increasing scale; it aims to guide domestic funds to invest abroad, fulfilling various investor needs while strengthening the integration of the Chinese economy into the global financial system [5]
博时市场点评7月1日:两市涨跌不一,成交有所缩量
Xin Lang Ji Jin· 2025-07-01 09:11
Group 1 - The Caixin Manufacturing PMI for June is reported at 50.4, an increase of 2.1 percentage points from the previous month, exceeding market expectations, indicating a weak economic recovery trend [1] - The production index and new orders index have returned to the expansion zone, with the production index reaching a seven-month high [1] - The cautious procurement behavior of enterprises due to demand uncertainty and active destocking actions have kept the price index low, but overall economic recovery appears more certain [1] Group 2 - The Ministry of Finance, State Taxation Administration, and Ministry of Commerce announced a tax credit policy for foreign investors, allowing a 10% tax credit on profits reinvested in China for investments held for over five years from January 1, 2025, to December 31, 2028 [2] - This policy aims to reduce tax burdens for foreign investors, enhance investment returns, and attract reinvestment in high-tech and green energy sectors [2] - The five-year holding requirement is expected to stabilize capital flows and reduce market volatility, complementing previous tax exemptions for foreign investments in domestic bond markets [2] Group 3 - The expansion of QDII quotas signals three key messages: promoting bilateral financial openness, alleviating one-way capital flow pressure, and guiding institutions in global asset allocation [3] - The Shenzhen Stock Exchange issued new guidelines for listing companies, removing the 30% fundraising limit for companies classified as "light asset, high R&D input," enhancing financing flexibility for R&D-intensive firms [3] - This new regulation is expected to optimize capital market structure and direct more funds towards innovative sectors, particularly benefiting strategic emerging industries [3] Group 4 - On July 1, A-shares showed mixed performance, with the Shanghai Composite Index rising by 0.39% to 3457.75 points, while the ChiNext Index fell by 0.24% to 2147.92 points [4] - The top-performing sectors included comprehensive, pharmaceutical, and banking, while computer, retail, and communication sectors experienced declines [4] - A total of 2551 stocks rose, while 2421 stocks fell, indicating a diverse market response [4] Group 5 - The market turnover was reported at 14967.62 billion, showing a decline from the previous trading day, while the margin financing balance increased to 18504.52 billion [5]
30.8亿美元!新一轮QDII投资额度获批,睿远、财通资管新入局
Sou Hu Cai Jing· 2025-06-30 14:16
Core Viewpoint - The recent approval of a new batch of Qualified Domestic Institutional Investor (QDII) investment quotas aims to meet the overseas investment needs of domestic entities and enhance China's influence in the global financial system [2][5]. Summary by Category QDII Quota Approval - As of June 30, 2025, the total approved QDII investment quota reached $170.869 billion, an increase of $3.08 billion from $167.789 billion on May 9, 2024 [2]. - A total of 191 financial institutions have received QDII quotas, including 41 banks with a total of $28.24 billion, 78 fund/securities institutions with $94.29 billion, 48 insurance institutions with $39.323 billion, and 24 trust institutions with $9.016 billion [2]. Distribution of New Quotas - The latest approval of $3.08 billion in quotas includes 82 institutions across five categories: banks, insurance, trusts, securities, and funds [3]. - Notable recipients include 10 banks and wealth management subsidiaries, each receiving $50 million, and 22 securities and fund institutions, each also receiving $50 million [3]. Changes in QDII Fund Subscription Limits - Several QDII products have adjusted their large subscription limits, with some funds increasing their daily subscription limits significantly, while others, like the Guotai S&P 500 ETF, have reduced theirs [4]. - As of May 2025, the total scale of QDII funds reached 644.024 billion yuan, reflecting a growth of 32.706 billion yuan, or 5.35%, compared to the end of 2024 [4]. Implications for Investors - The issuance of new QDII quotas is expected to facilitate overseas wealth allocation for domestic investors and promote diversification in asset allocation [5]. - Industry experts suggest that the current market conditions, including the resilience of the US stock market and the anticipated trends in AI, present favorable opportunities for investment in indices like the Nasdaq and S&P 500 [6].