| 离任基金经理姓名 | 陈启明 | | --- | --- | | 离任原因 | 个人原因 | | 离任日期 | 2026年1月26日 | | 转任本公司其他工作岗位 | 无 | | 的说明 | | | 是否己按规定在中国基金 | 是 | | 业协会办理变更手续 | | | 是否己按规定在中国基金 | 否 | | 业协会办理注销手续 | | 除了离任上述基金以外，陈启明还于1月15日离任华富匠心明选一年持有期混合基金，目前陈启明名下在管基金仅剩华富匠心领航18个月持有期混合基金。 在卸任上述基金之前，陈启明卸任了华富基金副总经理。2025年12月25日，华富基金发布公告称，副总经理陈启明因"个人原因"离任，将"专注于投资管理 工作"。 公开资料显示，陈启明于2010年2月加入华富基金，曾任研究发展部行业研究员、副总监、总经理助理、副总经理、权益投资部总监，现任公募投资决策委 员会联席主席。 陈启明离任的上述基金中，任职回报最差的是华富匠心明选一年持有期混合基金。陈启明从2022年3月，也就是该基金刚成立就开始担任基金经理，该基金 A类份额的任职回报为-9.37%。 华富匠心明选一年持有期混合基金刚成立时的净 ...

FxPro首席市场分析师Alex Kuptsikevich表示："加密货币如今已不再被视作法定货币的替代选择，也无 法对冲主要经济体不够稳健的财政政策风险。" 周五亚洲早盘交易时段，比特币一度跌至两个月以来的最低点。当前这一全球最大加密货币的市场情绪 持续低迷，投资者也纷纷从其交易所交易基金(ETF)中撤资。 周五，比特币价格一度大跌3.9%，触及81102美元，创11月21日以来新低，延续了隔夜加速下跌的走 势。目前其价格较去年10月6日创下的历史高点已回落超34%。据CoinGlass数据显示，过去24小时内， 全市场加密货币的多头头寸爆仓金额累计超15亿美元。 美国上市的12只比特币现货ETF已连续三个月出现资金净流出，若这一趋势持续至1月末，将创下这类 产品2024年推出以来，资金持续外流的最长周期。汇编数据显示，在此期间，这类基金的资金流出规模 累计约48亿美元。 比特币的颓势与近期黄金等贵金属的大涨形成鲜明对比：面对地缘政治的不确定性，避险资金纷纷远离 加密货币，转而涌入传统避险资产，这也让比特币被称作"数字黄金"的说法备受质疑。 在部分交易员看来，比特币此次下跌还只是开端，若看空情绪持续至周末， ...

智通财经APP获悉，1月30日，香港政府公布，香港财政司司长已行使由香港行政长官转授在《强制性 公积金计划条例》（第485章）下的权力，再度委任许慧仪为香港强制性公积金计划管理局（香港积金 局）的营运总监及执行董事，任期为三年，由2026年二月三日起至2029年二月二日止。 许慧仪于2008年首次获委任为香港积金局的执行董事，并于2023年出任香港积金局的营运总监。 香港财经事务及库务局发言人表示，许慧仪女士自2006六年起加入香港积金局，其间为改善强制性公积 金（强积金）制度作出贡献。在过去三年，她积极推动积金易平台的落实，以及提升强积金受托人及中 介人的管治标准，保障计划成员的利益。期待许女士继续竭诚为香港积金局服务。 ...

Group 1 - The core viewpoint of the news highlights a significant increase in the Chinese liquor stocks, with the CSI Dividend Quality ETF (159209) rising by 1.45% and Kweichow Moutai's stock price increasing by 8.61%, reaching a historical high [1] - There was a notable net inflow of over 34 million during the trading session, indicating strong market interest and capital flow into the sector [1] Group 2 - An official announcement reveals the upcoming launch of the first CSI Dividend Quality ETF linked fund (fund code: 026671), managed by China Merchants Fund, with the subscription period from February 2 to February 6, 2026 [3] - This linked fund primarily invests in the on-market CSI Dividend Quality ETF (159209), providing a convenient tool for off-market investors to engage in the "dividend quality" strategy [3] - The CSI Dividend Quality Index evaluates companies based on multiple dimensions such as profitability, growth quality, and financial stability, aiming to select high-quality listed companies that can sustain dividends while having good growth potential [3] - The fund features a cost-effective fee structure of "0.15% + 0.05%", which is the lowest in the market, offering a clear cost advantage for long-term holders [3] - The fund adopts a monthly assessment dividend mechanism, enhancing cash flow for investors and improving the holding experience [3]

浦银安盛基金成立于2007年8月，业务覆盖公募基金、专户及子公司专项资产管理，构建起权益、固 收、量化、另类等多领域协同的产品体系。截至2025年末，公司（含子公司）资产管理总规模超4500亿 元。据Wind数据，其公募基金管理规模超3500亿元，位列全市场第30名。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 1月28日晚间，浦银安盛基金管理有限公司发布股东变更公告，宣布公司外方股东发生变更。原第二大 股东法国安盛投资管理公司被法国巴黎资产管理控股公司吸收合并，后者正式成为浦银安盛基金第二大 股东，持有39%股权，股权占比保持不变。 本次股权变更完成后，浦银安盛基金注册资本维持原有规模，股权结构更新为上海浦东发展银行股份有 限公司持股51%、法国巴黎资产管理控股公司持股39%、上海国盛集团资产有限公司持股10%。 据法国巴黎资产管理控股公司官网信息，2025年7月1日其完成对安盛投资管理公司的收购，并于同年12 月31日完成旗下安盛投资管理公司、法国巴黎银行房地产投资管理公司及法国巴黎资产管理公司的主要 法律实体整合，统一以"法国巴黎资产管理公司"品牌运营。整合后其 ...

东南亚信息港讯(www.dnyxxg.com) 老挝资本市场迎来历史性突破——Supreme Smarty Fund Management Co., Ltd.(简称SSF)正式成立，成为该国首家获得官方许可的基金管理机构。公司开业典礼在万象举行， 吸引了金融界众多高层人士出席。 蓬萨瓦·勒纳姆表示，SSF的愿景是成为连接老挝国内与国际资本市场的桥梁，既让老挝公民能够参与全 球投资，也助力国际资本进入老挝市场。今年，公司计划推出两款核心产品：一是提升优质上市公司流 动性的私募股权基金，二是外国证券投资基金。后者将在老挝人民民主共和国银行和老挝国家经济事务 秘书处(SECO)监管下，为本地投资者提供合法进入中国、香港、美国等主要全球市场的渠道。 彭西·彭梅昂对老挝未来经济发展充满信心，预测未来十年老挝经济将实现快速增长，能源、矿业、旅 游业和农业等领域将成为增长重点。她透露，今年成立的国有企业改革委员会及国有企业上市工作，将 显著推动资本市场发展;证券交易委员会计划于年内加入国际证券委员会组织(IOSC)，这将进一步拓宽 老挝私募股权基金的市场前景。 SSF首席执行官蓬萨瓦·勒纳姆详细介绍了公司情况：该公司成立于 ...

Group 1 - The core point of the news is that Kobotda's stock price has decreased by 5.07%, currently trading at 72.10 CNY per share, with a total market capitalization of 29.118 billion CNY [1] - Kobotda Technology Co., Ltd. is located in the China (Shanghai) Free Trade Zone and was established on September 12, 2003. The company specializes in the research, production, and sales of automotive electronic products, with 96.77% of its revenue coming from automotive parts [1] Group 2 - From the perspective of fund holdings, only one fund from Jiashi Fund has a significant position in Kobotda, specifically the Jiashi Environmental Low Carbon Stock Fund (001616), which holds 1.2972 million shares, unchanged from the previous period, accounting for 3.47% of the fund's net value [2] - The Jiashi Environmental Low Carbon Stock Fund (001616) was established on December 30, 2015, with a current scale of 2.921 billion CNY. Year-to-date returns are 2.42%, ranking 4338 out of 5551 in its category, while the one-year return is 59.48%, ranking 904 out of 4285 [2] Group 3 - The fund manager of Jiashi Environmental Low Carbon Stock Fund (001616) is Yao Zhipeng, who has been in the position for 9 years and 277 days. The total asset scale of the fund is 19.657 billion CNY, with the best return during his tenure being 192.74% and the worst being -9.41% [3]

欧洲资管巨头法巴资管正式入主浦银安盛基金。 1月29日，浦银安盛基金管理有限公司（下称"浦银安盛基金"）发布一则关于公司股东变更的公告。 公告内容显示，浦银安盛基金原股东法国安盛投资管理公司（AXAInvestmentManagers S.A．）被法国 巴黎资产管理控股公司（BNP Paribas Asset Management Holding S.A．）吸收合并。因此，法国巴黎资 产管理控股公司（BNP Paribas Asset Management Holding S.A．）成为浦银安盛基金股东，持有39%股 权。 此次股权变更后，浦银安盛基金的注册资本保持不变，股权结构如下：上海浦东发展银行股份有限公司 为第一大股东，持有51%股权；法国巴黎资产管理控股公司为第二大股东，持有39%股权；上海国盛集 团资产有限公司为第三大股东，持有10%股权。 | 股东名称 | 股权比例 | | --- | --- | | 上海浦东发展银行股份有限公司 | 51% | | 法国巴黎资产管理控股公司 | 39% | | (BNP Paribas Asset Management Holding S. A. ) | | ...

| 2 基金募集情况 | | | | | | --- | --- | --- | --- | --- | | 基金要集申请获中国证监会核准 | | 证监许可[2025]2820号 | | | | 的文号 | | | | | | 基金最集期间 | | 白2026年1月26日 | | | | | | 全2026年1月26日止 | | | | 哈资机构名称 | | 毕马威华振会计师事务所(特殊普通合伙) | | | | 慕集资金划人基金托管专户的日 | | 2026年1月28日 | | | | 10 | | | | | | 慕集有效认购总户数(单位;户) | | 7005 | | | | 份额类别 | | 中银招享6个月持有泥 中银招享6个月持有 | | 中银招享6个月持有准 | | | | 合A | 图合C | 合合计 | | 豪集期间净认购金额(单位;人民 | | 1.379.607.523.33 | 1,008,727,650,96 | 2.388.335.174.29 | | 而元) | | | | | | 认购资金在要集期间产生的利息 | | 0.00 | 0.00 | 0.00 | | (单位:人民币元 ...

Investment Rating - The report indicates a positive outlook for the financial sector in 2026, expecting a gradual return to a positive cycle driven by reduced risks and stabilized loan interest rates [6][9]. Core Insights - The financial sector is projected to benefit from a stabilization in loan interest rates, which will positively impact bank income growth and the overall health of the financial system [7][8]. - China's household financial assets have been growing at over 10%, with a notable increase of around 12% in the past two years, primarily driven by sustained savings rather than consumption, presenting stable growth opportunities in wealth management and insurance sectors [11][12]. - The report emphasizes the importance of AI and technology innovation in enhancing global competitiveness, with expectations of a significant increase in domestic production rates in the AI sector over the next 5 to 8 years [3][17]. Summary by Sections Financial Sector Outlook - The financial sector is expected to stabilize, benefiting from lower risks and a rebound in loan interest rates, which will support bank margins and insurance investment returns [6][9]. - The net interest margin for banks is anticipated to stabilize and slightly increase in 2026, indicating a positive trend for bank revenues [9]. Household Financial Assets - China's household financial assets have maintained a growth rate of over 10%, with a 12% increase in the last two years, indicating a strong potential for wealth management and insurance industries to grow at double-digit rates [11][12]. AI and Technology Innovation - China possesses significant advantages in AI, including talent, infrastructure, and data resources, which are expected to enhance productivity and competitiveness in the global market [17][19]. - The report highlights the potential for breakthroughs in various technology sectors, including biopharmaceuticals and advanced manufacturing, which are expected to contribute to China's economic growth [19]. Cross-Border Investment Strategies - Morgan Stanley has launched multiple QDII private products, offering customized active management strategies that differ from the predominantly passive QDII strategies in the industry [5]. Market Dynamics - The report notes a shift in the capital market environment towards lower risk and stable growth, with expectations of a "slow bull" market characterized by higher quality and stable growth in sectors like insurance and wealth management [13][15].