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陆家嘴基金女销售“出门做狗”众筹离职,点赞过千,目前显示已裸辞
Xin Lang Zheng Quan· 2025-10-11 10:27
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 文/新浪财经上海站 十里 在光鲜亮丽的陆家嘴金融圈背后,一位基金销售的真实日常正引发广泛关注。 上海机构女销售"小红书昵称:出门做狗",目前粉丝已达1.1万,获赞与收藏高达10万,她通过日志记 录揭示了金融行业基层销售的艰辛:早高峰挤地铁被雨淋,报销流程繁琐不定,周末凌晨五点醒来就开 始焦虑下周工作。她的文字没有修饰,连"给中台点奶茶比客户还多""尬夸客户新发型"等细节都不放 过,让同行直呼"这不是在写我吗"。 国庆节前,她在小红书发起了"众筹离职",规则简单:点赞过500即可宣告辞职。帖子发出后点赞迅速 突破千次,目前累计2016个点赞,评论区几乎全是同业支持与共鸣:"期待基金人事见到狗老师""最给 情绪价值的是同业"。随后,她更新的《机构销售众筹辞职成功,我自由了》点赞也达1269次。这个过 程不仅记录了她从"精英滤镜"下的束缚中觉醒,也让整个行业看到了基层销售自我救赎的可能。 她的日志不仅展现个人感受,也揭示了行业普遍现象:明明是销售,却拼的是"谁更会讨好领导";报销 流程拖延且规则朝令夕改;对客户、领导和同事的心理压力和表演要求 ...
基金代销格局生变
21世纪经济报道· 2025-09-17 02:57
Core Viewpoint - The public fund sales industry in China is experiencing a strong growth trend, with the top 100 institutions holding a total of 10.2 trillion yuan in non-monetary fund assets as of the first half of 2025, reflecting a 7% increase from the previous half-year. The growth is primarily driven by bond funds and a robust performance in stock index funds [1][4]. Group 1: Fund Sales Performance - The top three institutions in non-monetary fund assets are Ant Group, China Merchants Bank, and Tian Tian Fund, maintaining a stronghold in the market [1]. - The bond fund segment contributed significantly to the growth, with a total of 5.06 trillion yuan, marking an 8.05% increase, accounting for 57% of the non-monetary fund growth [4]. - The equity fund segment reached 5.14 trillion yuan, with a growth rate of 5.89%, while stock index funds saw a notable increase of 14.57% [4]. Group 2: Channel Performance - Securities firms are leading the growth in non-monetary fund sales, with a 9.4% increase in their sales, reaching 2.09 trillion yuan [4][5]. - The ETF market is a key driver for securities firms, with stock index funds surpassing 1.08 trillion yuan, reflecting a 9.9% growth and capturing over 55% of the market share [5]. - Third-party institutions also showed growth, with a total of 3.56 trillion yuan in non-monetary fund assets, an 8.9% increase, primarily driven by bond funds [8]. Group 3: Future Outlook - The non-bank financial team anticipates that equity fund holdings will become a focal point for sales development, with a potential rise in ETF popularity [2]. - The upcoming regulatory changes in fund sales fees are expected to reshape the competitive landscape and business models within the public fund sales industry [9][10]. - Institutions are likely to focus on aligning their interests with investors, emphasizing service-driven approaches and professional differentiation in their offerings [10].
基金代销格局生变,券商渠道借力ETF强势崛起
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-16 13:17
基金代销行业依旧呈现强者恒强的格局,蚂蚁、招商银行、天天基金三大巨头稳坐非货币基金保有规模前三宝座。而以中信证券、华泰证券、国泰海通证券 等头部公司为代表的券商渠道,凭借在ETF市场中的优势,成为今年上半年非货币基金保有规模环比增速最快的一类机构。 21世纪经济报道记者 易妍君 近日,中国证券投资基金业协会(以下简称"中基协")公布了2025年上半年度基金销售机构公募基金销售保有规模TOP100榜单。 根据榜单披露的数据,截至2025年上半年,行业前100名机构旗下的非货币基金保有规模合计为10.2万亿元,环比(较2024年下半年,下同)增长了约7%。 其中,债基贡献了主要增量,股票指数基金亦表现出强劲的增长势头。 伴随公募基金行业的发展,各类代销渠道的增长逻辑已呈现明显分化。 在中信建投非银金融团队看来,对于公募基金代销业务,券商以权益和指数为核心特征;银行在固收与主动权益领域继续占据主导地位,同时正奋力追赶股 指产品。第三方代销在整体增长背后呈现分化,"流量生态"与"机构业务"成为驱动增长的双引擎。 展望未来,该团队认为,权益保有规模或成为代销发展的重心,场内ETF或迎来发展;而代销机构需在逆周期布局与顺 ...
2025年证券期货业“质量月”——以标准为基,筑基金行业高质量发展之路
天天基金网· 2025-09-16 10:26
Core Viewpoint - The article emphasizes the importance of standardization in the securities and futures industry as a foundation for regulatory operations, risk prevention, and investor protection [2][3]. Group 1: Importance of Standardization - Standardization serves as a "yardstick" for the securities and futures industry, ensuring market order and enhancing service quality through a series of important standards covering fund sales, product operations, risk management, and information disclosure [2][3]. - The implementation of standardized service processes and information disclosure requirements allows investors to better understand the risk-return characteristics of fund products, effectively avoiding sales misguidance and protecting investors' right to know [3]. - Risk management standards provide robust support for fund companies to build comprehensive risk prevention systems, helping the industry withstand various market risks and maintain financial market stability [3]. Group 2: Promotion of Standardization - The company actively explores diverse promotional methods to ensure that standard knowledge reaches every industry practitioner and investor, utilizing online platforms such as the company website and WeChat official account for dissemination [3]. - The vitality of standards lies in their implementation, and the company integrates standardization concepts into all aspects of production, operation, and management, recognizing it as a fundamental requirement for compliance and a pathway to enhance core competitiveness and achieve sustainable development [3][4]. Group 3: Future Directions - The company has compiled a list of standards published in the past two years to facilitate industry institutions in their benchmarking and compliance efforts, aiming to promote steady progress in the fund industry along the path of standardization [4]. - Future efforts will focus on increasing the promotion and implementation of standards, innovating promotional methods, and improving benchmarking mechanisms to make standards a powerful engine driving high-quality development in the fund industry [4].
公募销售机构保有规模百强榜单出炉 11家权益基金销售破千亿
Sou Hu Cai Jing· 2025-09-15 09:52
从增速来看,非货基金销售规模方面,前3名蚂蚁基金、招商银行、天天基金上半年均稳健增长,天天基金增速超10%;权益基金方面,蚂蚁基金和招商银 行均实现两位数增长,天天基金则基本原地踏步,上半年末权益基金销售规模较2024年底仅增长3亿元。前10名之中,权益基金销售规模均有所增长,而工 商银行、建设银行、中国银行、交通银行等银行机构非货基金销售规模则略有下降。 从排名来看,上半年末权益基金销售规模前11名较2024年底未发生变动,分别为蚂蚁基金、招商银行、天天基金、工商银行、建设银行、中国银行、交通银 行、中信证券、农业银行、华泰证券、中国人寿。此外,合并后的国泰海通排名升至第12位,前50名机构中,多家股份行、城商行排名有所下降。 央广网北京9月15日消息(记者 冯方)近日,中基协公布2025年上半年度基金销售机构公募基金销售保有规模情况。 在上半年A股市场行情走强背景下,公募基金规模续创新高,销售机构保有规模也实现稳健增长。从规模来看,百强机构上半年合计销售非货基金规模突破 10万亿元,较2024年底增长约6.95%。其中,蚂蚁基金上半年末非货基金保有规模仍居首位,达到15675亿元,招商银行也站上万亿元关口 ...
China Bond Flow Data Suspended After Market Selloff Deepens
Yahoo Finance· 2025-09-12 05:08
A screen displays stock market information in Shanghai. Photographer: Raul Ariano/Bloomberg A popular Chinese financial data provider has halted releasing figures tracking local bond flows, according to some of the firm’s clients, as a rally in the country’s stock market fuels a selloff in sovereign debt. Shanghai Tiantian Fund Sales Corp., which runs a data platform targeting China’s asset management firms, didn’t publish daily funds-related figures including investors’ redemptions of fixed-income funds ...
基金代销谋变: 淡化“翻倍基” 看重长期回报
Shang Hai Zheng Quan Bao· 2025-08-04 02:09
Core Viewpoint - The transformation of fund distribution institutions towards a client experience-focused "buy-side advisory" model is becoming an inevitable trend in the industry [1][6]. Group 1: Industry Trends - The performance of public funds in China continues to improve, with several funds achieving significant returns, such as the Yongying Medical Innovation Mixed Fund, which has seen a net value increase of 112.7% this year [2][3]. - Fund distribution platforms are increasingly emphasizing long-term profitability over short-term performance, with many platforms showcasing funds that have consistently generated positive returns over five years [4][5]. Group 2: Institutional Changes - Fund distribution institutions are adopting a more restrained marketing approach, focusing on metrics such as investor experience and long-term performance rather than just short-term gains [5][6]. - The regulatory framework is evolving, with the introduction of a classification evaluation mechanism for fund sales institutions, which includes metrics related to investor profitability and holding periods [5].
睿远基金管理有限公司关于旗下证券投资基金增加代销机构的公告
Shang Hai Zheng Quan Bao· 2025-08-03 19:29
Group 1 - The company has signed agency sales agreements with Changjiang Securities, Wind Fund Sales, and Beijing Huicheng Fund Sales to start selling certain securities investment funds from August 5, 2025 [1] - Changjiang Securities and Wind Fund will begin to act as agents for the Ruiyuan Hong Kong Stock Connect Core Value Mixed Securities Investment Fund (Fund Codes: 022700 and 022701) starting from the same date [1] - Huicheng Fund will also act as an agent for the Ruiyuan Hong Kong Stock Connect Core Value Mixed Securities Investment Fund and the Ruiyuan Stable Income Enhanced 30-Day Holding Period Bond Fund (Fund Codes: 018756 and 018757), but will only handle non-natural person client business [1] Group 2 - Investors can conduct subscription, redemption, conversion, and regular investment through the agency sales institutions as per the fund contract [2] - Specific business handling methods and procedures can be inquired through the respective sales institutions [3]
基金代销谋变:淡化“翻倍基” 看重长期回报
Shang Hai Zheng Quan Bao· 2025-08-03 13:34
Core Viewpoint - The transformation of fund distribution institutions is an inevitable trend, focusing on long-term returns rather than short-term performance [2][8]. Group 1: Industry Trends - Fund distribution platforms are increasingly emphasizing long-term profitability, with many mainstream platforms showcasing funds with consistent positive returns over five years [3][5]. - The rise of "doubling funds" has attracted attention, with some funds, such as the Yongying Medical Innovation Mixed Fund, showing a net value increase of 112.7% this year [4]. Group 2: Changes in Fund Distribution Practices - Fund distribution institutions are adopting a more restrained marketing approach, focusing on long-term performance metrics rather than short-term gains [5][7]. - Platforms like LiCaiTong and Ant Fund are prioritizing funds that have outperformed the market over five years, indicating a shift towards a more sustainable investment strategy [6][7]. Group 3: Regulatory and Market Influences - The "Action Plan for Promoting High-Quality Development of Public Funds" aims to establish a classification evaluation mechanism for fund sales institutions, incorporating various performance metrics [7]. - The dual influence of policy and market dynamics is driving fund distribution institutions to prioritize investor experience and long-term performance over short-term results [8].
渤海汇金证券资产管理有限公司 关于旗下部分基金增加苏州银行股份有限公司为代销机构并参与基金费率优惠活动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-18 23:26
Group 1 - The company has signed a fund sales agency agreement with Suzhou Bank, effective from July 22, 2025, allowing Suzhou Bank to sell certain funds managed by the company and participate in fee discount activities [1] - Investors can perform various transactions such as account opening, subscription, redemption, and regular investment through Suzhou Bank starting from the effective date [1] - The fee discount for subscriptions through Suzhou Bank will not have a discount limit, and the specific discount rates will be determined by Suzhou Bank, ensuring that the sales price does not fall below the cost [1][2] Group 2 - The fee discount activity applies only to the front-end charge model for subscription fees of the company's funds during the normal subscription period and does not include redemption fees [3] - The interpretation rights of the fee discount activity belong to Suzhou Bank, and any changes to the specific regulations will be announced by Suzhou Bank [3] Group 3 - Investors can consult details through Suzhou Bank's official website and customer service [4]