2.其他需要提示的事项 1.公告基本信息 ■ 广发基金管理有限公司（以下简称"本公司"）决定自2025年8月1日起，广发聚财信用债券型证券投资基 金（以下简称"本基金"）调整投资者单日单个基金账户申购（含定期定额和不定额投资）及转换转入本 基金的业务限额为30,000,000.00元。即如投资者单日单个基金账户申购（含定期定额和不定额投资）及 转换转入本基金的申请金额大于30,000,000.00元，则30,000,000.00元确认成功，超过30,000,000.00元 （不含）金额的部分将有权确认失败；如投资者单日单个基金账户多笔累计申购（含定期定额和不定额 投资）及转换转入本基金的金额大于30,000,000.00元，按申请金额从大到小排序，本公司将逐笔累加至 30,000,000.00元的申请确认成功，其余超出部分的申请金额本公司有权确认失败。 投资者通过多家销售渠道的多笔申购（含定期定额和不定额投资）及转换转入申请将累计计算，不同份 额的申请将单独计算限额，并按上述规则进行确认。 如有疑问，请拨打本公司客户服务热线95105828或020-83936999，或登录本公司网站 www.gffunds. ...

Fund Overview - The fund is named "Ping An Hong Kong Stock Connect Technology Selected Mixed Securities Investment Fund" and is categorized as a mixed securities investment fund [15] - The fund aims to primarily invest in technology-themed stocks while striving for long-term stable appreciation of fund assets under strict risk control [15] Fund Offering Details - The fund's public offering period is from August 11, 2025, to August 29, 2025, with a maximum fundraising limit of 2 billion RMB [19][20] - The fund will be available for subscription to individual investors, institutional investors, qualified foreign investors, and other investors permitted by laws and regulations [15][19] Subscription Process - Investors can subscribe through designated sales institutions, with minimum subscription amounts set at 1 RMB for online transactions and 50,000 RMB for direct sales [3][30] - The fund management may adjust subscription limits based on market conditions, and subscriptions are subject to a "last day proportion confirmation" method if the total subscription exceeds the limit [2][4] Fund Management and Custody - The fund is managed by Ping An Fund Management Co., Ltd., and the custodian is China Construction Bank [15][59] - The fund's assets will be verified by a qualified accounting firm after the fundraising period, and the fund contract will take effect upon meeting the necessary conditions [58] Investor Information - Investors must ensure that the funds used for subscription are legally sourced and must comply with anti-money laundering regulations [12] - The fund does not impose a limit on the total subscription amount for individual investors, but may restrict subscriptions if an investor's holdings exceed 50% of the total fund shares [4][30]

Core Viewpoint - The successful listing of the Zhongyin Zhongwaiyun Warehousing and Logistics REIT marks a significant step for state-owned enterprises in revitalizing existing assets and expanding effective investments through public REITs [1][2]. Group 1: Listing and Market Reception - The Zhongyin Zhongwaiyun Warehousing and Logistics REIT was officially listed on the Shanghai Stock Exchange on July 29, with a total issuance of 400 million shares and a fundraising scale of 1.3108 billion yuan [5]. - The REIT received overwhelming interest during the issuance phase, with 103 institutional investors submitting a total of 2,015,260 million shares in effective subscription requests, which was 239.91 times the initial offline offering [5]. - The public subscription was also highly successful, leading to an early closure of the fundraising within just one day [5]. Group 2: Asset and Management Details - The underlying assets of the REIT consist of six warehousing and logistics projects, including significant locations in the Yangtze River Delta, Beijing-Tianjin-Hebei, and Sichuan-Chongqing regions, which are characterized by strong logistics demand [5]. - The total construction area of the initial assets is 305,400 square meters, with a leasable area of 299,700 square meters and an already leased area of 286,500 square meters [5]. - Five out of the six initial assets are fully leased by subsidiaries of China Foreign Transport and Storage Corporation, providing stable rental agreements that support future dividend capabilities [5]. Group 3: Future Outlook - The successful launch of the Zhongyin Zhongwaiyun Warehousing and Logistics REIT signifies a new chapter for China Foreign Transport in the infrastructure REIT sector, offering investors an opportunity to benefit from the growth of the warehousing and logistics industry [6]. - The REIT aims to leverage its high-quality assets, stable operations, and professional management team to deliver consistent and robust returns to investors, positioning itself as a benchmark product in the REIT market [6].

Core Viewpoint - Rongtong Fund's wholly-owned overseas subsidiary, Rongtong International, successfully launched its first public fund in Hong Kong, marking a significant step in its international business expansion [1] Group 1: Fund Launch - Rongtong International issued the Rongtong US Dollar Money Market Fund, with Rongtong International as the manager and China Chengtong (Hong Kong) Asset Management Co., Ltd. as the investment advisor [1] - The fund aims to provide investors with a combination of safety, liquidity, and yield, addressing the diverse needs of different investors in the Hong Kong market [1] Group 2: Strategic Development - Since merging with the state-owned capital operation company China Chengtong Group, Rongtong Fund has established a "dual-driven" development model focusing on state-owned capital operation and resident wealth management [1] - The company is building a development framework that integrates domestic and international business, enhancing its competitiveness in the international asset management sector [1]

Core Viewpoint - Rongtong Fund's wholly-owned overseas subsidiary, Rongtong International, successfully launched its first public fund in Hong Kong, marking a significant step in its international business expansion [1] Group 1: Company Development - Rongtong Fund has established a "dual-driven" development model focusing on serving state-owned capital operations and resident wealth management since its integration into China Chengtong Group [1] - The launch of the Rongtong US Dollar Money Market Fund is part of Rongtong International's strategy to enhance its product offerings and meet diverse investor needs [1] Group 2: Market Positioning - The newly issued fund aims to provide investors with a combination of safety, liquidity, and yield, addressing the demand for cash management tools in the Hong Kong market [1] - The issuance of public fund products is expected to strengthen Rongtong Fund's competitiveness in the international asset management sector [1]

中国经济网北京7月30日讯今日，财通证券资产管理有限公司公告，陈迪离任财通资管博宏积极6个月持 有混合发起式(FOF)。 | 基金名称 | 财通资管博宏积极6个月持有期混合型发起式基 | | --- | --- | | | 金中基金(FOF) | | 基金简称 | 财通资管博宏积极6个月持有混合发起式(FOF) | | 基金主代码 | 017864 | | 基金管理人名称 | 财通证券资产管理有限公司 | | 公告依据 | 《公开募集证券投资基金信息披露管理办法》 | | 基金经理变更类型 | 解聘基金经理 | | 共同管理本基金的其他基 | 张文君 | | 金经理姓名 | | | 离任基金经理姓名 | 陈迪 | 陈迪历任汇丰晋信基金管理有限公司权益部研究员，上投摩根基金管理有限公司固定收益部研究员，平 安养老保险股份有限公司战略资产配置部高级研究经理、资产配置团队中级投资经理、组合管理组中级 投资经理(主持工作)、保险资产管理团队执行副总经理(主持工作)，现任财通证券资产管理有限公司 FOF投资部FOF公募投资副总监。 财通资管博宏积极6个月持有混合发起式(FOF)A/C成立于2023年5月23日，截至20 ...

Group 1 - The core viewpoint of the article highlights the signing of the partnership for the Meizhou Main Platform Industry Development Fund, which aims to enhance the orderly transfer of industries to Meizhou and address funding shortages for project implementation [1][2] - The Meizhou Main Platform Fund has a total scale of 500 million yuan, with an initial scale of 100 million yuan, and will support various projects related to industrial transfer in Meizhou through a mother fund and direct investment model [1] - New Emerging Fund, as the largest government-guided fund management institution in Guangzhou, has established over 100 sub-funds with a total scale of nearly 30 billion yuan, effectively leveraging fiscal funds to promote strategic emerging industries [2] Group 2 - The partnership with Meizhou is seen as a significant milestone for New Emerging Fund, affirming the effectiveness of the "New Emerging PSD Model" in promoting high-quality industrial development in Meizhou [2] - New Emerging Fund has initiated and managed multiple market-oriented funds, focusing on key industries such as smart connected vehicles, healthcare, new materials, semiconductors, and new energy, with 80 listed projects contributing to technological innovation and ecological development [2]

Group 1: Investment Opportunities in 2025 - The domestic economy is expected to maintain a GDP growth rate above 5%, driven by strong export performance and advancements in AI and advanced manufacturing [6][10][12] - The new consumption trends, particularly in tea drinks and trendy products, are showing structural prosperity, although demand growth may face challenges due to base effects [6][10] - The overall investment sentiment remains cautious, with weak financing demand observed in the first half of the year, primarily driven by government bonds [6][10] Group 2: AI Investment Opportunities - The AI sector is anticipated to continue its growth, with significant investments from major tech companies, indicating a robust demand for AI capabilities [20][21] - The domestic AI infrastructure is expected to see substantial development, with a focus on hardware upgrades to support large models [20][21] - The application of AI across various sectors, including healthcare and education, is projected to create irreversible changes in profitability for the industry [22][24] Group 3: Technology Investment Opportunities - The Chinese technology sector is breaking through previous technological barriers, particularly in semiconductors, which are expected to see sustained high growth rates [25][26] - The integration of AI with manufacturing is seen as a key driver for future growth, with significant opportunities in robotics and smart manufacturing [27][28] - The focus on supply-side reforms and technological upgrades is expected to create new investment opportunities in various industries [26][28] Group 4: New Energy Investment Opportunities - Despite current challenges in the new energy sector, the long-term growth potential remains strong, with expectations of recovery as the industry stabilizes [38] - The industry is currently facing collective losses, which are unsustainable, indicating a need for restructuring and improved financial health across the supply chain [38]

Core Insights - 2025 is expected to be a year of deepening high-quality economic development in China, with accelerated cultivation of new productive forces and ongoing reforms in the capital market [1] - The "Chuang Blue Chip" growth dividend and asset allocation optimization are key focuses for investors in the current market environment [1] Group 1: Capital Market and Industry Trends - The establishment of a multi-tiered capital market system in China provides a financing platform for growth-oriented innovative enterprises, particularly in five key industries: new generation information technology, high-end equipment manufacturing, new energy, new materials, and biopharmaceuticals [1][2] - The ChiNext board has seen a cumulative total of 1,366 listed companies, with a clustering effect in advantageous industries [1] - The ChiNext 50 Index has experienced a rebound, with the latest PE-TTM valuation at 32 times, which is still relatively low compared to the past decade [1][2] Group 2: Investment Strategies and Market Outlook - The narrative around the ChiNext board is shifting, with increasing weight on AI technology stocks and a balanced representation of new energy stocks [2] - Investors are expected to focus on sectors with strong trends in AI, particularly in TMT hardware, communications, electronics, and military industries due to geopolitical tensions [2] - The Chinese stock market is anticipated to experience a steady upward trend, supported by macro policy optimization and capital market reforms [2][3] Group 3: Asset Allocation and Risk Management - With a moderately loose monetary policy, institutional funds are likely to continue increasing their positions in dividend stocks, particularly in the context of declining risk-free rates [4] - Gold is highlighted as an important asset allocation tool due to its strong monetary attributes and weak industrial attributes, providing effective risk diversification [4]

Group 1 - The Southern China Securities General Aviation Theme ETF (159283) will be available for subscription from July 30, 2025, to August 8, 2025, with a maximum initial fundraising scale of 8 billion yuan [1] - The fund will be managed by Southern Fund, with He Dianhong and Gao Xingkun serving as fund managers [1] - The performance benchmark for the fund is the return rate of the China Securities General Aviation Theme Index [2]