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易方达基金庞亚平:聚焦三大方向布局,国内ETF规模5万亿只是起点,未来空间广阔
Xin Lang Zheng Quan· 2025-11-12 08:39
Core Viewpoint - The Shanghai Stock Exchange International Investor Conference highlighted the rapid development of the domestic capital market and the significant opportunities for the fund industry, with E Fund continuously expanding its diversified and systematic product layout [1][3]. Group 1: Strategic Focus Areas - E Fund is strategically focusing on three main areas: 1. Strategic emerging industries, supporting the construction of a modern industrial system in sectors like manufacturing, technology, and transportation [3]. 2. Forward-looking technology industries, emphasizing research on technological innovation trends in areas such as artificial intelligence, computing infrastructure, future energy, health, and space [3]. 3. Upgrading traditional industries by leveraging technology to optimize structures and enhance efficiency for high-quality development [3]. Group 2: Wealth Management and Investor Education - E Fund places significant importance on wealth management and investor education, recognizing the evolving investment philosophies and diverse financial needs of residents [3]. - The company aims to meet long-term asset allocation needs of investors through a more comprehensive product system and research services [3]. Group 3: Future Growth Potential - The integration of technological innovation and wealth management is expected to become a key growth point in the capital market [3]. - E Fund views the current domestic ETF scale of 5 trillion as just the starting point, indicating vast future potential [3].
博时基金迎新总经理,招商系“老将”陈宇接任
Core Viewpoint - 博时基金 has appointed Chen Yu as the new general manager following the resignation of former chairman Jiang Xiangyang, marking the establishment of a new leadership team known as "Zhang-Chen Pair" [1] Group 1: Leadership Changes - Chen Yu has a strong background in the financial sector, having held management positions in various institutions including Industrial and Commercial Bank of China and China Post Life Insurance, and joined 博时基金 in September [1] - Zhang Dong, the new chairman, has over 30 years of experience within the 招商系, having worked in multiple departments at 招商银行 [1] Group 2: Corporate Structure and Strategy - 博时基金, 招商银行, and 招商证券 are all second-tier subsidiaries of 招商局集团, with 招商金控 serving as the financial holding platform [2] - The recent trend in asset management company leadership appointments reflects a "group-oriented" and "internal" approach, with management possessing insurance system experience being beneficial for stable operations [2] Group 3: Financial Performance - As of September 30, 2025, 博时基金 manages 745 funds with a total asset scale of 1.14 trillion yuan, primarily focusing on fixed-income products [2] - In the first half of 2025, 博时基金 reported a revenue of 2.356 billion yuan, a year-on-year increase of 6.37%, while net profit saw a slight increase of 0.13% to 763 million yuan [2]
10月份基金直播场次同比下降逾40%
人民财讯11月12日电,11月12日欢句数据研究院发布10月份金融业直播月报,120多家基金及取得公募 资管资格的公司进行了约2429场直播,环比下降29.18%,同比下降44.86%;累计观看约1.44亿人次,环 比下降41.98%,同比下降26.70%。 ...
华夏基金徐猛:ETF不仅是机构投资的重要工具,更是居民财富配置的重要通道
Xin Lang Zheng Quan· 2025-11-12 08:29
专题:专题|2025上海证券交易所国际投资者大会 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 文/新浪财经上海站 陈秀颖 11月12日,在上海证券交易所国际投资者大会的圆桌论坛上,华夏基金数量投资部负责人徐猛表示,华 夏基金始终以指数化投资服务国家战略,充分发挥ETF产品在科技创新与普惠金融领域的独特作用。 徐猛介绍,华夏基金在科技创新领域布局了多类科技主题基金与可转债产品,不仅为科技企业提供股权 融资支持,也通过债券投资助力科技企业获得多元化资金来源。随着科技类ETF的规模不断扩大,科创 板及科技创新类股票的流动性、估值水平和市场认可度显著提升,形成了产业与资本的良性互动。 他指出,ETF的快速发展还间接促进了科技产业链上下游合作,推动了包括Pre-IPO阶段在内的创新型 企业成长。截至目前,华夏基金已布局29只服务国家战略的ETF产品,总规模接近950亿元,为新兴产 业提供了稳定的长期资金支持。 此外,徐猛强调,华夏基金在推动国家战略投资的同时,也积极开展投资者教育,通过普及指数化投资 理念,让更多普通投资者能够通过ETF这一简单、透明、低成本的工具参与科技创新与产业升级,分 ...
买基金像“开盲盒”?监管层出手了!
Guo Ji Jin Rong Bao· 2025-11-12 08:23
Core Viewpoint - The China Securities Investment Fund Industry Association (CSRC) has drafted guidelines to regulate the thematic investment style of public funds, aiming to prevent "style drift" and ensure that fund themes align with their contractual investment strategies [1][2][4]. Group 1: Guidelines and Implementation - The CSRC has issued the "Guidelines for Thematic Investment Style Management" to fund managers, with feedback due by November 15 [1][2]. - The guidelines are expected to be formally implemented in 2026 after gathering feedback from various fund companies [4]. Group 2: Issues with Current Fund Practices - There has been a prevalent issue of "style drift" in public funds, where the actual investment direction deviates significantly from the fund's stated theme, leading to investor dissatisfaction [2][3]. - Examples of style drift include funds with names suggesting a focus on "new energy" heavily investing in electronics or "carbon neutrality" funds investing in robotics [2]. Group 3: Regulatory Enhancements - The guidelines are part of a broader initiative to enhance the quality of public funds, following the CSRC's action plan released in May, which emphasizes stricter registration and supervision of thematic funds [4][5]. - The implementation of these guidelines aims to establish a comprehensive regulatory mechanism to reduce style drift and enhance compliance among fund managers [5]. Group 4: Investor Guidance - Investors are advised to pay attention to key clauses in fund contracts regarding investment directions, regularly review fund reports to ensure alignment with stated themes, and be cautious of funds with vague names [6].
第八届新财富最佳投资顾问评选“服务能力评价”报名通道及注意事项
新财富· 2025-11-12 08:03
Core Viewpoint - The article discusses the upcoming finals of the "Service Capability Evaluation" competition for investment advisors, highlighting its significance in setting new professional service standards in the industry. Group 1: Competition Overview - The finals will take place in mid to late November to December across multiple cities including Chengdu, Beijing, Shenzhen, and Shanghai [1][4]. - Nearly 40,000 participants have competed over six months, with only the top advisors qualifying for the finals [1]. Group 2: Eligibility and Participation - Participants must have won the "New Fortune Best Stock Investment Return Award" or the "New Fortune Best ETF Investment Return Award" and completed the "Product Concept" section in the evaluation system by June 30 [3][4]. - Registration for the finals requires careful selection, as changes are not permitted after successful registration [4]. Group 3: Competition Format and Evaluation Criteria - The competition format includes live presentations, with each advisor limited to 10 minutes [5]. - Evaluation criteria include the rationality and coherence of the research framework, practical implementation of investment logic, effectiveness of investment strategies in serving clients, and communication skills [6]. Group 4: Preparation and Requirements - Finalists are advised to obtain scoring materials and a PPT template from their brokerage's evaluation contact person before the finals [7]. - Participants must submit their presentation materials two working days before the competition [9]. Group 5: Significance of Participation - Winning the title of "New Fortune Best Investment Advisor" signifies the highest level of professional recognition in the industry [14]. - The competition serves as a platform for professional growth, allowing advisors to refine their investment frameworks and service concepts [15]. - It provides an opportunity for industry networking and collaboration, contributing to the establishment of service standards in the investment advisory field [16].
皇马科技股价跌5.03%,大成基金旗下1只基金重仓,持有313万股浮亏损失269.18万元
Xin Lang Cai Jing· 2025-11-12 07:19
11月12日,皇马科技跌5.03%,截至发稿,报16.24元/股,成交2.30亿元,换手率2.36%,总市值95.60亿 元。 大成优选混合(LOF)A(160916)基金经理为戴军。 截至发稿,戴军累计任职时间10年179天,现任基金资产总规模13.25亿元,任职期间最佳基金回报 99.13%, 任职期间最差基金回报2.01%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 从基金十大重仓股角度 数据显示,大成基金旗下1只基金重仓皇马科技。大成优选混合(LOF)A(160916)三季度减持68.54万 股,持有股数313万股,占基金净值比例为4.93%,位居第八大重仓股。根据测算,今日浮亏损失约 269.18万元。 大成优选混合(LOF)A(160916)成立日期2012年7月27日,最新规模10.81亿。今年以来收益15.39%, 同类排名5139/8147;近一年收益12.73%,同类排名4684/8056;成立以来收益419.14%。 资料显示,浙江皇马科技股份 ...
指数冲击“八连阳”,恒生红利低波ETF(159545)持续获资金布局
Mei Ri Jing Ji Xin Wen· 2025-11-12 07:17
Group 1 - The Hong Kong dividend sector continues to rise, with the Hang Seng High Dividend Low Volatility Index up 0.6%, potentially achieving an "eight consecutive days" increase [1] - The Hang Seng Dividend Low Volatility ETF (159545) has seen a net subscription of nearly 150 million units during the day, with a total net inflow of approximately 750 million yuan over the past nine trading days [1] - Analysts suggest that the dividend style may continue to outperform as the market shifts from extreme growth trading to a mean reversion in growth value returns, benefiting dividend styles [1] Group 2 - Institutional investors are likely to shift their holdings towards dividend and stable styles due to the demand for steady returns at year-end [1] - Insurance funds are facing a transition to new accounting standards, which may drive a demand for lower volatility assets, further pushing funds towards dividend styles [1] - According to Guotai Junan Securities, dividend assets are expected to outperform relative returns amid significant market volatility due to multiple uncertainties [1] Group 3 - The valuation of Hong Kong dividend assets offers a higher dividend yield advantage compared to A-shares [1] - There is an anticipated increase in demand for dividend asset allocation from insurance funds in the fourth quarter, supported by a backdrop of easing overseas liquidity [1] Group 4 - E Fund is currently the only fund company that implements low fee rates for all dividend ETFs, with management fees for various products set at 0.15% per year [2] - This low-cost structure aids investors in efficiently allocating to high dividend assets [2]
前海开源基金创始人王兆华去世,曾带领该公司管理规模从0增长至1500亿元
Xin Lang Cai Jing· 2025-11-12 07:11
11月12日,据上海证券报报道,前海开源基金创始人、首任董事长王兆华于11月10日因病去世,终年69 岁。 前海开源基金发布的通知写道:"王兆华是公司的奠基者,为公司的成立和发展作出了不可磨灭的贡 献。他的离去,是我们公司巨大的损失,他的精神与风范,将长存于我们心中。" 据中国证券报报道,在前海开源基金任职的知名业内人士王宏远发文悼念称,王兆华掌舵前海开源基金 期间,带领公司从零起步,一路披荆斩棘,将管理规模从零做到了千亿元级别,使公司迅速崛起为行业 中的重要力量。 公开资料显示,王兆华,出生于陕西乾县,1980年至1983年任中国人民银行西安市分行工作,1983年至 1986年脱岗学习。1986年至1998年历任中国工商银行西安市分行工业信贷处副科长;中国工商银行西安 开发区支行副行长;中国工商银行西安市分行信贷处副处长、处长。 2008年至2015年,王兆华历任开源证券股份有限公司总经理、董事长;2013年至2022年,王兆华担任前 海开源基金董事长,为公司的首任董事长,后因工作变动于2022年6月21日离任。现任前海开源基金董 事。 前海开源基金于2013年在深圳前海注册成立,实行管理层股权激励和合伙人 ...
龙迅股份股价跌5.02%,嘉实基金旗下1只基金重仓,持有5200股浮亏损失1.86万元
Xin Lang Cai Jing· 2025-11-12 07:10
截至发稿,赖礼辉累计任职时间5年26天,现任基金资产总规模29.51亿元,任职期间最佳基金回报 29.11%, 任职期间最差基金回报0.16%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,嘉实基金旗下1只基金重仓龙迅股份。嘉实润泽量化定期混合(005167)三季度持有股数 5200股,与上期相比持股数量不变,占基金净值比例为1.16%,位居第六大重仓股。根据测算,今日浮 亏损失约1.86万元。 嘉实润泽量化定期混合(005167)成立日期2018年1月19日,最新规模3325.72万。今年以来收益 20.91%,同类排名4289/8147;近一年收益16.91%,同类排名3919/8056;成立以来收益20.45%。 嘉实润泽量化定期混合(005167)基金经理为赖礼辉。 11月12日,龙迅股份跌5.02%,截至发稿,报67.55元/股,成交1.36亿元,换手率2.64%,总市值90.06亿 元。 资料显示,龙迅半导体(合肥)股份有限公 ...