11月3日，泉果基金管理有限公司发布高级管理人员变更公告，总经理王国斌病逝，由董事长任莉代任 总经理职务，任职日期为2025年11月3日。 资料显示，王国斌，北京大学硕士，中欧国际工商学院EMBA，拥有27年证券从业经验。2005年，王国 斌创立东方红资产管理，并带领公司于2010年获得业内首张券商资管公募牌照，成为国内首家券商系资 产管理公司。2022年出版个人首部著作《投资中国》。2022年，王国斌联合创立泉果基金，担任创始人 及总经理至今，现任上海市长宁区人大代表。 官网资料显示，泉果基金成立于2022年2月8日，也是2022年唯一获批的一家"个人系"公募。这家自然人 持股的全国性公募基金管理公司，发起股东包括王国斌、任莉、姜荷泽、李云亮等，注册资本为人民币 1亿元，总部位于上海。 另据泉果基金官网披露的董事、监事、高级管理人员信息公示，公司董事为任莉（董事长）、王国斌、 李云亮，总经理为王国斌，副总经理为姜荷泽、韦海菁。 从公司股权结构来看，王国斌、任莉均持有泉果基金35%股权，姜荷泽、李云亮分别持有7.04%、3%股 权，上海泉至清企业管理中心（有限合伙）、上海泉至澈企业管理中心（有限合伙）、上海泉 ...

11月3日下午，泉果基金发布高级管理人员变更公告，宣布公司创始人、总经理王国斌病逝，由董事长 任莉代任总经理职务。 上证报中国证券网讯（记者 王彭）11月3日下午，泉果基金发布高级管理人员变更公告，宣布公司创始 人、总经理王国斌病逝，由董事长任莉代任总经理职务。 | 基金管理人名称 | 泉果基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理 | | | 办法》《证券基金经营机构董事、监事、 | | | 高级管理人员及从业人员监督管理办法》 | | | 等相关法律法规 | | 高管变更类型 | 代任基金管理公司总经理 | | | 离任基金管理公司总经理 | | 离任高级管理人员职务 | 总经理 | | --- | --- | | 离任高级管理人员姓名 | 王国斌 | | 离任原因 | 病逝 | | 离任日期 | 2025-11-03 | | 转任本公司其他工作岗位的说明 | | | 代任高级管理人员职务 | 总经理 | | --- | --- | | 代任高级管理人员姓名 | 任莉 | | 是否经中国证监会核准取得高 | | | 管任职资格 | | | 中国证 ...

平安鑫惠90天持有债券A/C成立于2024年1月18日，截至2025年10月31日，其今年来收益率为3.08%、 2.91%，成立来收益率为6.07%、5.69%，累计净值为1.0607元、1.0569元。 平安元福短债发起式A/C成立于2022年11月8日，截至2025年10月31日，其今年来收益率为1.50%、 1.24%，成立来收益率为8.77%、7.74%，累计净值为1.0877元、1.0774元。 中国经济网北京11月3日讯近日，平安基金公告，曹紫寒离任平安鑫惠90天持有债券、平安元福短债发 起式。 | 基金名称 | 平安鑫惠 90天持有期债券型证券投资基金 | | --- | --- | | 基金简称 | 平安鑫惠 90天持有债券 | | 基金主代码 | 020262 | | 基金管理人名称 | 平安基金管理有限公司 | | 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 | | 新任基金经理姓名 | - | | 共同管理本基金的其他基金经理姓名 | 田元强 | | 离任基金经理姓名 | 曹紫寒 | 曹紫寒曾任汇添富基金管理股份有限 ...

Core Viewpoint - The small-cap style continues to show strong performance, with the CSI 2000 Enhanced ETF (159552) achieving a year-to-date increase of 56.56%, outperforming its benchmark by 23.57%, indicating robust investor confidence in its enhanced strategy [1][3]. Group 1: Fund Performance - As of November 3, the CSI 2000 Enhanced ETF (159552) recorded a 0.05% increase, with a net inflow of approximately 21 million yuan, reflecting ongoing investor interest [1]. - The fund has achieved a stable excess return of over 23% this year, demonstrating its stock selection capability in the small-cap sector [3]. - The fund's performance metrics include a 120-day increase of 31.57% and a 60-day increase of 11.49%, showcasing its resilience in a fluctuating market [2]. Group 2: Market Environment - The current market environment, driven by economic recovery and industrial upgrades, is favorable for small-cap stocks, which typically exhibit higher earnings elasticity during recovery cycles [2]. - Supportive policies for specialized and innovative enterprises are creating a conducive development environment for small and medium-sized enterprises, offering rich opportunities for stock selection [2]. - The CSI 2000 index, which the ETF closely tracks, consists of high-growth and high-elasticity stocks, reinforcing the fund's investment strategy [3].

近期，随着银行定存、货币基金收益节节败退。钱没去处，嗅觉灵敏的资金开始把目光投向"月月有钱 拿"的派息基金。 但投资港股的投资者不难发下，许多支基金拥有两条代码：一条叫"累计"，一条叫"分派"，多数会出现 在货币基金或者红利基金中。净值、走势、名字几乎一模一样，偏偏价格差一截。到底选谁？ （2）定投党——每月固定扣款，若选分派，现金到账容易乱花，累计则自动再投，纪律性满分； （3）税负敏感者——香港注册基金目前暂不征收资本利得税，红利在基金层面已扣10%，累计类把红 利转成净值，个人端不再被二次课税，相当于递延甚至"隐形"节税。 不爽之处急用钱时，你只能赎回份额。赎回=卖出价－申赎费，若恰逢市场深蹲，可能把刚攒的红利又 吐回去。此外，累计类净值高，看上去"贵"，新手容易被"高价"吓退，其实那只是红利贴在了净值上。 分派党：让基金变身"月月发薪" 这道看似简单的选择题，背后藏着"复利与现金流"的千年之争。今天就把两者的"性格、脾气、适合 谁"一次讲透，顺带把转换规则、税费小算盘、常见坑位全部拆给你看。 先给结论：一句话看懂"累计"与"分派" 累计＝把红利再喂给基金，让它继续下蛋，追求"利滚利"；分派＝把红利直接 ...

Core Viewpoint - The sudden passing of Wang Guobin, the general manager of Quanguo Fund Management Co., Ltd., has led to the appointment of Ren Li as the acting general manager, effective November 3, 2025, highlighting a significant leadership change within the company [1][2]. Group 1: Management Changes - Wang Guobin passed away on November 3, 2025, leading to his departure from the role of general manager [2][4]. - Ren Li, currently the chairman of Quanguo Fund, has been appointed as the acting general manager [2][3]. - Ren Li has extensive experience in the financial industry, having held various senior positions at Dongfang Securities, including deputy general manager of the asset management division [2][3]. Group 2: Wang Guobin's Legacy - Wang Guobin had 31 years of experience in the securities industry and was one of the earliest investment veterans in China [4][6]. - He was a pioneer of the "value investing" philosophy in China, influencing many well-known fund managers with his investment framework [4][6]. - Wang Guobin's contributions to the industry were recognized when he was awarded the title of one of the "25 People in China's Fund Industry" for his outstanding contributions [11]. Group 3: Quanguo Fund Overview - Quanguo Fund was established in 2022 and is a nationwide public fund management company approved by the China Securities Regulatory Commission, with a registered capital of 100 million RMB [9]. - The fund currently manages approximately 23.787 billion RMB, with mixed funds accounting for the majority of the management scale [10]. - The company has six fund products, with key fund managers including Zhao Yi, Gang Dengfeng, and Qian Sijia [10].

Fundraising Activities - Brookfield completed fundraising of $20 billion for its Global Transition Fund II, making it the largest private fund focused on clean energy transition globally, exceeding its target and breaking the record set by its first fund [5] - Ardian raised $20 billion for its flagship infrastructure platform, marking a 90% increase from its previous fund, reflecting growing investor interest in key infrastructure sectors [7][8] - CICC Capital established a new fund with a total investment of 32 billion yuan, focusing on private equity investments and asset management [10] - The Fujian Cultural and Tourism Fund, with a total scale of 3 billion yuan, aims to support the innovation and development of the cultural tourism industry in Fujian [14] - Sichuan's comprehensive fund for achievement transformation has a total scale of 5 billion yuan, focusing on early-stage investments in key industries [16][17] - Yinxian Capital raised a new fund of 500 million yuan, targeting innovative enterprises in the new materials and new energy sectors [19] - Kangqiao Capital completed fundraising of $500 million for its healthcare-focused credit fund, aimed at supporting medical innovation [21] - A new strategic fund, Gobi-Redbird Innovation Fund, was established to nurture early-stage startups incubated by Hong Kong University [23] - The Yangzhou Aerospace Industry Fund's third sub-fund was registered with a total scale of 500 million yuan, focusing on aerospace and high-end equipment manufacturing [31] - The first biomanufacturing industry fund in Shanghai was launched, aiming to integrate resources from enterprises, universities, and research institutions [33] Investment Focus Areas - Brookfield's fund will focus on clean energy transition, attracting a diverse range of institutional investors [5] - Ardian's fund will invest in energy, transportation, and digital infrastructure, which are key drivers of future development in Europe [8] - The Sichuan fund emphasizes investment in hard technology sectors, including clean energy and advanced manufacturing [17] - The Fujian fund will focus on the "cultural+" sector, leveraging local cultural resources for investment [14] - The Shanghai biomanufacturing fund aims to support key technology breakthroughs and the growth of enterprises in the biomanufacturing sector [33]

Group 1 - The core viewpoint of the article highlights the recent monetary policy adjustments by the People's Bank of China (PBOC) and the Federal Reserve, indicating a trend towards easing liquidity in the financial markets [2][3]. - The PBOC has been actively injecting liquidity into the market, with net injections of 32 billion yuan, 3483 billion yuan, 3158 billion yuan, 4195 billion yuan, and 1301 billion yuan over the past week, reflecting a strategy to maintain stable funding conditions [2]. - The Federal Reserve has lowered the benchmark interest rate by 25 basis points to a range of 3.75%-4.00%, marking the second rate cut of the year, and plans to end balance sheet reduction by December 1 [3]. Group 2 - The National Development Bank ETF (159650) focuses on policy financial bonds, which are characterized by high credit ratings, large volumes, and good liquidity, making them attractive investment targets [4]. - The product features of the National Development Bank ETF (159650) include good liquidity, low credit risk, and lower volatility, presenting a reasonable risk-return profile suitable for short-duration allocations [4].

深圳商报·读创客户端记者 詹钰叶 泉果基金官网首页（11月3日） 11月3日下午，泉果基金发布公告称，公司创始人王国斌病逝。目前泉果基金官网已变为灰色。目前总 经理一职由公司董事长任莉代任。 | 基金管理人名称 | 泉果基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理 | | | 办法》《证券基金经营机构董事、监事、 | | | 高级管理人员及从业人员监督管理办法》 | | | 等相关法律法规 | | 高管变更类型 | 代任基金管理公司总经理 | | | 离任基金管理公司总经理 | 他在策略会上还呼吁，投资者要以深度研究为基础，在不确定性中挖掘确定性，关注那些能够抵御未来 不确定性的企业，中国经济正在孕育新的发展周期，要对未来的市场充满信心。 | 代任高级管理人员职务 | 总经理 | | --- | --- | | 代任高级管理人员姓名 | 任莉 | | 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 | 2025-11-03 | | 过往从业经历 | 现任泉果基金管理有 ...

Core Insights - The 2025 "Yinhua Fund Cup" Sina Financial Advisor Competition successfully held its team semi-final defense in Shanghai, featuring 15 outstanding financial advisory teams competing for a spot in the national finals [1][22] - The competition, co-hosted by Sina Finance and Yinhua Fund, has become a significant and authoritative event in the industry, marking its 9th edition this year [1][22] - The semi-finals will consist of a total of 45 teams from three locations: Beijing, Shanghai, and Shenzhen, with the final competition determining the top ten teams [1][22] Competition Format - The semi-finals focus on team presentations, assessing participants' asset allocation expertise, risk assessment skills, and feasibility of their proposals [2] - Teams must create tailored asset allocation plans based on real-world case studies, considering clients' financial situations, risk tolerance, investment goals, and current market trends [2] - Evaluation criteria include professionalism of the proposal, logical strategy, presentation skills, and practical execution [2] Expert Insights - During the event, Yinhua Fund's Deputy General Manager of Investor Education, Yang Jing, and Associate Professor Jiang Xianglin from Fudan University's Financial Research Institute shared insights on future investment trends, financial advisor capabilities, and professional growth [8][10] - The discussions aimed to enhance understanding of fund investment behaviors and family asset allocation strategies [8][10] Awards and Engagement - At the end of the semi-finals, participating teams were awarded "National Excellent Financial Team" certificates [11] - Yinhua Fund set up interactive booths at the event, engaging financial advisors with fun quizzes and providing on-site photo printing services, enhancing the overall experience and interaction [17][20]