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保证金货币ETF基金经理变动:增聘倪玉娟为基金经理
Sou Hu Cai Jing· 2025-12-29 01:45
证券之星消息,2025年12月29日,博时保证金货币ETF(511860)发布公告,增聘倪玉娟为基金经理, 任职日期自2025年12月29日起,鲁邦旺不再担任该基金基金经理,离任日期为2025年12月29日,魏桢不 再担任该基金基金经理,离任日期为2025年12月29日,变更后博时保证金货币ETF(511860)的基金经 理为倪玉娟。 倪玉娟女士:中国国籍,博士。2011年至2014年在海通证券任固定收益分析师。2014年加入博时基金管 理有限公司,历任高级研究员、高级研究员兼基金经理助理、博时悦楚纯债债券型证券投资基金 (2018.4.9-2019.6.4)的基金经理。现任博时富瑞纯债债券型证券投资基金(2018.4.9-至今)、博时富业纯债3 个月定期开放债券型发起式证券投资基金(2018.7.16-2021.8.17)、博时现金宝货币市场基金(2019.2.25-至 今)、博时富丰纯债3个月定期开放债券型发起式证券投资基金(2019.6.26至2021.02.25)的基金经理。博时 季季乐三个月持有期债券型证券投资基金的基金经理(2020年5月27日-2024年6月7日)。博时稳欣39个月 定期开放债券 ...
金翼基金万成水:锚定“颠覆性创新” 做中国资本出海“导航员”
Core Insights - The article highlights the career trajectory of Wan Chengshui, a seasoned investment professional with over 20 years of experience in domestic and international securities markets, emphasizing his role in the evolution of China's asset management industry from "bringing in" to "going out" [1][4][5] Group 1: Company Overview - Wan Chengshui is the founder of Jinyi Fund and Global Value Chain Investment, recognized as one of the early fund managers in China to systematically engage in cross-border investments [1][3] - The company has developed a unique investment methodology centered on "disruptive innovation" and a disciplined approach of relatively concentrated and long-term holdings [1][5] - As of now, Jinyi Fund manages nearly 2 billion RMB in domestic fund products and has a total asset management scale between 5 billion to 10 billion RMB [6] Group 2: Investment Philosophy - The investment philosophy is rooted in four pillars: first principles, disruptive innovation theory, comparative advantage theory, and a strategy of relatively concentrated long-term holdings [8][9] - The company emphasizes that investing in stocks equates to investing in businesses, focusing on companies with strong competitive advantages and clear growth trends [8][9] - The team has successfully identified and invested in high-growth technology stocks, demonstrating the effectiveness of their investment strategies through significant returns [9][10] Group 3: Future Outlook - The company aims to evolve its research and investment framework from version 1.0 to 2.0, incorporating macroeconomic research and risk management tools like options and futures [10] - Looking ahead to 2026, the company anticipates that the main themes in the US and Chinese stock markets will revolve around artificial intelligence, which is expected to drive significant investment opportunities [10]
鹏华基金管理有限公司关于旗下部分基金2025年12月31日因非港股通交易日暂停申购、赎回、转换及定期定额投资业务的提示性公告
Group 1 - The company will suspend subscription, redemption, conversion, and regular investment business for certain funds on December 31, 2025, due to it being a non-trading day for Hong Kong Stock Connect [4][1] - The suspension will be in effect on December 31, 2025, and the business will resume on January 5, 2026 [4][1] - Investors can still trade these funds on the secondary market during normal trading hours on the Shanghai and Shenzhen Stock Exchanges [2][1] Group 2 - The announcement is made to ensure the smooth operation of the funds and protect the interests of fund holders [4][1] - The company will adjust the arrangements and announce any changes if there are modifications to the non-trading day schedule of the Hong Kong Stock Exchange [5][1] - Investors are encouraged to visit the company's website or contact customer service for further information [6][1]
关于基金电子直销平台延长“微钱宝”账户交易费率优惠活动的公告
Group 1 - The company has extended the promotional period for the "Micro Money Treasure" account transaction fee rate discount activity until December 31, 2026 [1] - The promotional activity allows investors to enjoy a subscription or purchase fee rate discount of 0.1% for open-end fund products through the "Micro Money Treasure" account from January 1, 2026, to December 31, 2026 [1] - The company reserves the right to adjust the fee discounts and applicable scope, and will announce any changes in accordance with relevant regulations [1] Group 2 - The company has also extended the 40% fee rate discount for transactions using the Industrial and Commercial Bank of China (ICBC) direct settlement method until December 31, 2026 [4] - This discount applies to investors using the ICBC direct settlement method for fund transactions through the company's electronic trading platform from January 1, 2026, to December 31, 2026 [6] - The discount allows for a 40% reduction on subscription or regular investment fees, with specific conditions regarding minimum fee rates [6] Group 3 - The company announced the resumption of large subscription and large regular investment services for the Huaan Greater China Upgraded Equity Fund starting January 5, 2026 [8] - Investors are advised to make trading arrangements in advance to avoid inconveniences due to holiday reasons [9] - The company provides multiple channels for investors to inquire about detailed information, including its website and customer service hotline [10] Group 4 - The company has extended the sales service fee rate discount for certain fund share categories until December 31, 2026 [11] - The promotional period for this activity is also from January 1, 2026, to December 31, 2026 [11] - Investors are encouraged to read the relevant legal documents and announcements for detailed information regarding the funds [12]
关于调整招商鑫福中短债债券型证券投资基金大额申购(含定期定额投资)和转换转入业务的公告
公告送出日期:2025年12月29日 1、公告基本信息 ■ 注:暂停大额定期定额投资起始日:2025年12月31日 限制定期定额投资金额:50,000.00元 2、其他需要提示的事项 为保障基金平稳运作,维护基金份额持有人利益,招商基金管理有限公司决定自2025年12月31日起对招 商鑫福中短债债券型证券投资基金(以下简称"本基金")暂停大额申购(含定期定额投资)和转换转入 业务的内容进行调整,如单日单个基金账户单笔或累计申请金额超过5万元,本基金有权部分或全部拒 绝。 2026年1月5日起恢复本基金单一投资者单日申购金额不超过100万元的大额申购(含定期定额投资)和 转换转入业务,即如单日单个基金账户单笔或累计申请金额超过100万元,本基金有权部分或全部拒 绝,届时将不再另行公告。 在上述期间的交易日,本基金作为转出方的转换、赎回等其他业务仍照常办理。 如有疑问,请拨打客户服务热线:400-887-9555,或登录网站www.cmfchina.com获取相关信息。 特此公告。 招商基金管理有限公司 关于调整招商鑫利中短债债券型证券投资基金大额申购(含定期定额投资)和转换转入业务的公告 公告送出日期:2025 ...
金翼基金万成水: 锚定“颠覆性创新” 做中国资本出海“导航员”
Core Insights - The article highlights the journey of Wan Chengshui, a seasoned investment professional with over 20 years of experience in domestic and international securities markets, emphasizing the evolution of China's asset management industry from "bringing in" to "going out" [1][2][4] Group 1: Career Development - Wan Chengshui transitioned from being a teacher to a financial expert, starting his career in Shenzhen and gaining insights into the financial technology sector through roles in companies like Jinzheng Co. and Hengsheng Electronics [2] - His experience in both domestic and international financial markets has shaped his team's global perspective since their inception [2][4] - In 2010, he co-founded a company focusing on Hong Kong stock investments, later expanding to U.S. tech stocks, establishing a unique positioning as a global tech stock investment expert for ultra-high-net-worth individuals in China [2][3] Group 2: Company Growth and Strategy - The establishment of Jin Yi Private Fund Management in 2021 was a response to client demand for RMB funds investing in U.S. tech stocks, with the company managing nearly 2 billion RMB in assets [3] - The company has developed a robust investment methodology centered on disruptive innovation, focusing on long-term holdings and a concentrated portfolio strategy [5][6] - Jin Yi Fund has achieved significant performance, with its flagship fund outperforming major indices like the Dow Jones and S&P 500 over the past decade [2][3] Group 3: Investment Philosophy - The investment philosophy is built on four pillars: first principles, disruptive innovation theory, comparative advantage theory, and a strategy of relatively concentrated long-term holdings [5][6] - The team emphasizes the importance of understanding the essence of businesses and investing in companies with strong competitive advantages and clear growth trends [5][6] - The approach includes a focus on a limited number of stocks to enhance investment efficiency, with a preference for companies at the forefront of disruptive innovation [6] Group 4: Future Outlook - The company aims to evolve its research and investment framework, moving from a focus on foresight and steadfast holding to incorporating macroeconomic research and risk management tools [8] - The future investment landscape is expected to be heavily influenced by artificial intelligence, with opportunities across various sectors such as storage, chips, and intelligent robotics [8] - The company positions itself as a trusted partner for China's ultra-high-net-worth individuals, focusing on global tech growth stocks [8]
锚定“颠覆性创新” 做中国资本出海“导航员”
Core Insights - The article highlights the career journey of Wan Chengshui, a seasoned investment manager with over 20 years of experience in domestic and international securities markets, reflecting the evolution of China's asset management industry from "bringing in" to "going out" [1][4] - The company, Jin Yi Fund, has established a unique investment methodology centered on "disruptive innovation" and a disciplined approach to relatively concentrated and long-term holdings [1][5] Company Development - Jin Yi Fund was founded in 2014, focusing initially on the Hong Kong stock market and later expanding to the U.S. tech sector, aiming to serve ultra-high-net-worth individuals in China [2][3] - As of now, Jin Yi Fund manages nearly 2 billion RMB in domestic fund products and has a total asset management scale between 5 billion to 10 billion RMB [3] Investment Philosophy - The investment methodology is based on four pillars: first principles, disruptive innovation theory, comparative advantage theory, and a strategy of relatively concentrated long-term holdings [5][6] - The company emphasizes that investing in stocks equates to investing in businesses, with a focus on companies at the forefront of disruptive innovation and possessing significant competitive advantages [6] Future Outlook - The company plans to evolve its research and investment system from version 1.0 to 2.0, incorporating macroeconomic research and risk management tools like options and futures [7] - The anticipated investment theme for 2026 revolves around artificial intelligence (AI), which is expected to drive market trends in both Chinese and U.S. stock markets [7]
长江证券(上海)资产管理有限公司关于旗下部分基金2026年非港股通交易日暂停申购、赎回等业务的公告
Xin Lang Cai Jing· 2025-12-28 20:29
Core Viewpoint - The announcement outlines the suspension of certain fund operations on non-Hong Kong Stock Connect trading days in 2026, ensuring the smooth operation of funds managed by Changjiang Securities (Shanghai) Asset Management Co., Ltd. [1][2] Group 1: Applicable Funds - The applicable funds mentioned are those participating in Hong Kong Stock Connect trading, and any new funds or existing funds that start participating will be subject to similar announcements regarding non-Hong Kong Stock Connect trading days [1][2] Group 2: Timeframe for Suspension - The non-Hong Kong Stock Connect trading days for 2026 have been specified, excluding dates that coincide with the holidays of the Shanghai and Shenzhen Stock Exchanges [2] Group 3: Important Notices - The applicable funds will resume operations for subscription, redemption, and other activities on the next trading day following the non-Hong Kong Stock Connect trading days without further announcements [3] - On December 24 and December 31, 2026, the applicable funds will remain open for transactions despite the suspension of Hong Kong Stock Connect services [3] - Any changes to the Hong Kong Stock Connect trading day arrangements will be announced, and adjustments will be made if market conditions or regulations necessitate it [3]
汇添富基金管理股份有限公司关于旗下部分深交所基金变更场内简称的公告
Xin Lang Cai Jing· 2025-12-28 20:29
为便于投资者理解,自2025年12月29日起,汇添富基金管理股份有限公司(以下简称"本公司")旗下管 理的部分基金变更场内简称,具体情况如下: 变更后的基金信息如下: ■ 场内简称适用于交易、申购赎回及行情展示,上述基金基金代码及基金名称保持不变。 基金变更场内简称的事项不涉及对基金合同、托管协议的修订,不涉及变更基金合同当事人的权利和义 务,也不会影响基金份额持有人的利益,不需要召开持有人大会。 1、汇添富中证2000交易型开放式指数证券投资基金(基金代码:159536)的场内简称由"中证2000指数 ETF"变更为"中证2000ETF汇添富"; 2、汇添富中证A100交易型开放式指数证券投资基金(基金代码:159630)的场内简称由"A100ETF基 金"变更为"A100ETF汇添富"; 3、深证300交易型开放式指数证券投资基金(基金代码:159912)的场内简称由"深300ETF"变更为"深 300ETF汇添富"; 4、汇添富中证油气资源交易型开放式指数证券投资基金(基金代码:159309)的场内简称由"油气资源 ETF"变更为"油气ETF汇添富"; 5、汇添富中证智能汽车主题交易型开放式指数证券投资 ...
东财基金管理有限公司关于旗下部分基金2026年非港股通交易日暂停申购、赎回、转换及定期定额投资业务的公告
为了保障基金平稳运作,维护基金份额持有人利益,根据《关于2026年沪港通下港股通交易日安排的通 知》、《关于2026年深港通下的港股通交易日有关安排的通知》和东财基金管理有限公司(以下简 称"本公司")旗下部分基金的基金合同、招募说明书等相关法律文件的约定,本公司决定于2026年非港 股通交易日暂停办理旗下部分基金的申购、赎回、转换及定期定额投资业务(具体业务类型以各基金实 际开通情况为准),并自该等非港股通交易日的下一开放日恢复办理各基金的上述业务,届时不再另行 公告。现将相关事项公告如下: 一、适用基金范围 ■ 注:如遇上述基金因其他原因暂停申购、赎回等业务的,具体业务办理以相关公告为准。 二、2026年全年非港股通交易日提示如下: ■ 注:1、上述非港股通交易日期已剔除和上海证券交易所、深圳证券交易所休市日重合的日期。 2、若非港股通交易日安排发生变化,请以上海证券交易所、深圳证券交易所公告为准。本公司将根据 法律法规和上述基金基金合同、招募说明书等法律文件的约定以及上海证券交易所、深圳证券交易所关 于非港股通交易日的安排调整相关基金交易业务安排并公告。 三、其他需要提示的事项 基金有风险,投资需谨慎。 ...