证监会：督促基金销售机构完善内部考核激励机制 加大对保有投资者盈亏情况的考核权重 智通财经5月7日电，中国证监会印发《推动公募基金高质量发展行动方案》，建立基金销售机构分类评 价机制。将权益类基金保有规模及占比、首发产品保有规模及占比、投资者盈亏与持有期限、定投业务 规模等纳入评价指标体系。对分类评价结果靠前的基金销售机构，在产品准入、牌照申请、创新业务等 方面依法优先考虑。督促基金销售机构完善内部考核激励机制，加大对保有投资者盈亏情况的考核权 重。 ...

根据上银基金管理有限公司（以下简称"本公司"）与上海中欧财富基金销售有限公司、腾安基金销售 （深圳）有限公司、北京度小满基金销售有限公司、中国中金财富证券有限公司、国泰海通证券股份有 限公司签署的销售协议和相关业务准备情况，自2025年4月24日起，上述机构将开始销售本公司旗下部 分基金。 一、适用基金范围 ■ 注：在遵守基金合同、招募说明书及相关业务公告的前提下，销售机构办理各项基金销售业务的具体日 期、时间、流程、业务类型及费率优惠活动（如有）以销售机构的安排和规定为准。 2、腾安基金销售（深圳）有限公司 网站：www.txfund.com 客户服务电话：4000-890-555 3、北京度小满基金销售有限公司 二、投资者可通过以下途径咨询有关详情 1、上海中欧财富基金销售有限公司 网站：www.zocaifu.com 客户服务电话：400-100-2666 网站：www.ciccwm.com 客户服务电话：95521/95553 6、上银基金管理有限公司 网站：www.boscam.com.cn 网站：www.duxiaoman.com 客户服务电话：95055 4、中国中金财富证券有限公司 客户服务电 ...

Group 1 - Morgan Fund Management (China) Co., Ltd. has signed fund sales agency agreements with multiple institutions including Guotai Junan Securities, Haitong Securities, E-Hua Buy Fund Sales, and Lead Fund Sales to distribute the Morgan Dual Bond Enhanced Income Bond Fund Class D (Fund Code: 023813) [1] - Investors can conduct subscription, redemption, and regular investment through the aforementioned agencies, with specific procedures and timings determined by the agencies [1] - The announcement includes contact details for each agency for further inquiries [1] Group 2 - Morgan Fund Management (China) Co., Ltd. has added Hengtai Securities as a sales agency for the Morgan Dual Bond Enhanced Income Bond Fund (Class A Code: 000377; Class C Code: 000378; Class D Code: 023813) [3] - Investors can also perform subscription, redemption, and regular investment through Hengtai Securities, with specific procedures governed by Hengtai Securities [3][4] Group 3 - Starting from March 31, 2025, Morgan Fund Management (China) Co., Ltd. will lower the management and custody fees for certain funds and amend related legal documents [5] - The adjustments are made in accordance with relevant laws and fund contracts, and the changes will not adversely affect the interests of fund shareholders [5][6] - Updated fund contracts, custody agreements, and prospectuses will be published on the company's website and the China Securities Regulatory Commission's fund disclosure website [6]

Core Viewpoint - The article highlights the growth and recognition of Xueqiu Fund as a leading independent fund sales platform in China, emphasizing its commitment to promoting high-quality index investment and asset allocation solutions for investors [1][2]. Group 1: Company Overview - Xueqiu Fund, established in 2016, focuses on providing diversified fund products and asset allocation solutions to meet varying risk-return needs of investors [1]. - The company has experienced rapid growth in user and asset retention, with non-money market fund scale reaching 38.6 billion and stock index fund retention scale at 12.7 billion by the second half of 2024 [1]. - Xueqiu Fund ranks sixth among 100 independent fund sales institutions in terms of equity fund retention scale and stock index fund retention scale [1]. Group 2: Investment Strategy and Tools - Over the past three years, Xueqiu Fund has seen steady growth in index fund sales and scale, with an increasing proportion of index funds within non-money market funds [2]. - The platform promotes a long-term investment strategy centered around index funds and multi-asset allocation, leveraging its community influence [2]. - Xueqiu Fund collaborates with mainstream fund advisory institutions to provide specialized index advisory strategies, utilizing index funds as foundational investment tools [2]. - The company has developed unique investment tools, such as index valuation tools and systematic investment simulators, to help investors optimize costs and reduce volatility [2]. Group 3: Industry Impact - Xueqiu Fund aims to establish index funds as a significant tool for inclusive finance, contributing to the healthy development of the fund industry and index funds [2]. - The company maintains a "buy-side" perspective, continuously optimizing products and services to enhance investor experience [2].

Core Insights - The latest public fund holding data shows a significant increase in the scale of stock index funds, with Ant Fund leading the growth by 101.7 billion yuan [1][3][11] Group 1: Overall Market Trends - The overall public fund holding scale has shown a rising trend, with equity fund holdings reaching 4.85 trillion yuan, an increase of 123.2 billion yuan, representing a growth rate of 2.6% [2] - Non-monetary public fund holdings increased to 9.54 trillion yuan, with a growth of 673.8 billion yuan, marking a 7.6% increase [2] - Stock index funds saw the most significant growth, with a total holding of 1.7 trillion yuan, an increase of 343.6 billion yuan, translating to a growth rate of over 25% [2] Group 2: Leading Institutions - Ant Fund ranked first in public fund holding growth, increasing by 101.7 billion yuan, followed by China Merchants Bank with an increase of 88.4 billion yuan [3] - Other notable growth in holdings includes Postal Savings Bank and Teng'an Fund, which grew by 41.1 billion yuan and 30.5 billion yuan, respectively [3] - In the equity fund category, Ant Fund's growth was 46.8 billion yuan, with China Life, Huatai Securities, and Galaxy Securities also exceeding 10 billion yuan in growth [3] Group 3: Institutional Dynamics - Among the top 50 institutions, brokerage firms hold the largest scale in stock index funds, totaling 826.9 billion yuan [5] - Banks lead in non-monetary and equity fund holdings, while third-party institutions rank second [6] - The growth rate of bank institutions in stock index funds was the highest at 43.8%, indicating a strong focus on passive investment products [8] Group 4: Specific Institutional Performances - China Merchants Bank and Industrial and Commercial Bank of China both saw significant increases in stock index fund holdings, with growth rates of 38.9% and 72.4%, respectively [9] - Citic Securities surpassed Huatai Securities to become the top brokerage in stock index fund holdings, with a growth of 22.2% [10] - Other brokerages like Haitong Securities and Galaxy Securities also reported growth exceeding 10 billion yuan [10] Group 5: Third-Party Institutions - Ant Fund's dominance in the market is evident, with substantial growth across various fund types, including 101.7 billion yuan in non-monetary funds and 554 billion yuan in stock index funds [11] - Other third-party platforms like Tiantian Fund also reported positive growth across all fund categories, maintaining a strong market position [11] - The increase in passive index fund holdings reflects a growing acceptance among clients for these investment products [12]