【环球网财经综合报道】2026年伊始，公募基金发行市场便上演"速度与激情"。据Wind数据统计，截 至1月5日，已有71只新基金定档1月发行，其中仅元旦假期后的首个交易周（1月5日至1月9日），便有 44只新产品扎堆发售，以"抢跑"姿态开启了新一年的市场角逐。 从产品布局来看，权益类产品无疑占据了C位。在1月新发基金中，主动偏股型基金占比近30%，股票型 基金占比约35%，两者合计占据了发行市场的半壁江山。值得关注的是，基金公司的发行策略紧密贴合 产业趋势，超过30%的新发基金明确锚定科技、医疗、科创板等特定赛道，科技主题投资更是成为各大 机构的"必争之地"。 科技主题成 " 绝对核心 " ， AI 与机器人受热捧 在具体的投资方向上，科技成长为了2026年开年最耀眼的明星。在已定档的1月新基中，约36%的产品 为行业或主题型基金，重点布局科技、电池、工业软件、信息技术等领域。 具体来看，平安基金、前海开源基金均将推出港股通科技主题ETF；南方基金、大成基金则瞄准了中证 电池主题ETF；万家基金也计划发售新能源车电池ETF。主动权益方面，汇添富、工银瑞信、上银等基 金公司也纷纷布局科技主题基金。 机构普遍认为 ...

新年伊始，公募基金发行角逐一触即发。据Wind统计，目前，已有71只新基金定档2026年1月发行（以 认购起始日为准，下同）。其中，仅2026年1月5日~1月9日，即元旦假期后的首个交易周，将有44只新 基金扎堆发售。 从产品结构看，权益类产品仍然是基金公司新年首月布局的重头戏。目前来看，在1月的新发基金中， 主动偏股型基金占比接近30%，而股票型基金（以增强指数、被动指数基金为主）的占比约为35%。 同时，基金公司的发行策略呈现出与产业趋势紧密对齐的态势：超过30%的新发基金明确指向特定行业 或主题，如科技、医疗、科创板等。 扎堆发行为哪般？ 2026年开年，公募基金产品"上新"节奏颇有提速之势。 Wind数据显示，2026年首个交易日——1月5日，共有28只新基金集中发售；包括这28只产品在内，于 2026年1月5日~1月9日发行的新基金共计44只。另有27只新基金将在2026年1月12日~1月28日陆续发 售。 这番热闹景象是多种因素共同作用的结果。 "一方面，年初渠道资源较为充足，投资者资金有可能逐步回流，有助于基金快速募集，抢占市场份 额。另一方面，市场普遍对A股'春季躁动'抱有预期，年初估值处于相 ...

21世纪经济报道记者 易妍君 新年伊始，公募基金发行角逐一触即发。据Wind统计，目前，已有71只新基金定档2026年1月发行（以认购起始日为准，下同）。其中，仅 2026年1月5日~1月9日，即元旦假期后的首个交易周，将有44只新基金扎堆发售。 从产品结构看，权益类产品仍然是基金公司新年首月布局的重头戏。目前来看，在1月的新发基金中，主动偏股型基金占比接近30%，而股票 型基金（以增强指数、被动指数基金为主）的占比约为35%。 从产品类型看，上述计划于2026年1月发行的71只新基金中，股票型基金的占比较高，约为35%；其次是混合型基金，占比约为34%；新发债 券型基金、FOF的占比均为14%，另外还包括2只QDII基金。 若进一步细分，指数型基金、主动偏股型基金的占比较高，反映出基金公司"卡位"权益市场热情较高。 曾方芳表示，整体上，1月新发基金呈现出"权益为主、工具化突出、多元补充"的配置特征。权益类产品占比较高，既包括主动混合型基金， 也涵盖各类指数基金，其中指数产品多聚焦于科创板、港股通互联网等特定赛道，契合市场对工具化投资需求上升的趋势。 同时，基金公司的发行策略呈现出与产业趋势紧密对齐的态势：超 ...

Core Viewpoint - The A-share market has shown a strong upward trend in the first three quarters of 2023, with all three major indices achieving five consecutive monthly gains, leading to a significant influx of funds into ETFs as a primary channel for investment in A-shares [3][5]. Group 1: Market Performance - As of the end of September, the Shanghai Composite Index reached 3882.78 points, with a year-to-date increase of 15.84%. The Shenzhen Component Index and the ChiNext Index performed even better, with year-to-date increases of 29.88% and 51.2%, respectively [5]. - The trading activity in the A-share market has significantly increased, with daily trading volumes exceeding 2 trillion yuan since mid-August, including a peak of 3.2 trillion yuan on August 27, setting a new record for daily trading volume in 2023 [5]. Group 2: ETF Market Dynamics - The total market size of ETFs surpassed 5.63 trillion yuan by the end of September, reflecting a year-on-year growth of over 50%. The number of large-scale ETFs (over 10 billion yuan) increased to 119, an increase of 80% compared to the beginning of the year [3][5][6]. - In September, stock-type ETFs saw a net inflow of 471.55 billion yuan, ending a four-month streak of net outflows. This shift indicates a growing enthusiasm for equity allocation among investors [6][8]. Group 3: Fund Allocation Trends - There is a notable divergence in fund allocation between broad-based and thematic industry ETFs. While broad-based ETFs continue to experience net outflows, thematic ETFs attracted 941.32 billion yuan in September, marking a significant increase in investment interest [6][8]. - Despite some sectors experiencing declines, such as the securities industry, they still attracted substantial net inflows. Conversely, sectors like batteries and new energy saw significant gains, with related ETFs attracting 306 billion yuan in net inflows [7][8]. Group 4: Competitive Landscape - The ETF market is increasingly characterized by a "Matthew Effect," where the top ten ETF providers control 76% of the market share, highlighting the competitive advantage of larger firms over smaller ones [10][11]. - The entry of new players into the ETF space, such as交银施罗德基金 and兴证全球基金, indicates a growing interest in this segment, although the high barriers to entry and profitability challenges remain significant for smaller firms [10][12]. Group 5: Future Outlook - The ETF market is expected to continue consolidating around larger players due to their scale advantages, while smaller firms may struggle to compete effectively. However, there are opportunities for differentiation through focused strategies in niche markets [13][12].

Core Viewpoint - The A-share market has experienced a significant rise in the first three quarters, with all major indices achieving five consecutive monthly gains, leading to a surge in ETF investments as a primary channel for capital allocation [1][2] Group 1: Market Performance - By the end of September, the total market ETF size exceeded 5.63 trillion yuan, with an annual increase of over 50% [2] - The major indices showed strong performance, with the Shanghai Composite Index reaching 3,882.78 points, up 15.84% year-to-date, while the Shenzhen Component Index and the ChiNext Index rose by 29.88% and 51.2%, respectively [1][2] Group 2: ETF Trends - The number of large-scale ETFs (over 100 billion yuan) increased to 119, an 80% rise from the beginning of the year, with nearly half being equity ETFs [1][2] - Equity ETFs saw a net inflow of 471.55 billion yuan in September, ending a four-month streak of net outflows [2][3] Group 3: Fund Allocation Dynamics - There is a noticeable shift in fund allocation between broad-based and thematic industry ETFs, with broad-based products experiencing significant outflows while thematic ETFs attracted substantial inflows [3][4] - In September, thematic ETFs attracted 941.32 billion yuan, a 90% increase from August and over ten times the amount from June [3] Group 4: Competitive Landscape - The ETF market is characterized by a "Matthew Effect," where the top ten ETF providers control 76% of the market share, highlighting the competitive advantage of larger firms [5][6] - Only 15 fund companies have crossed the estimated 100 billion yuan threshold necessary for profitability in the ETF space, indicating high barriers for smaller firms [5][6] Group 5: Future Outlook - Analysts predict that the market share of ETFs will continue to concentrate among larger players due to their scale advantages, making it challenging for smaller firms to compete effectively [7] - However, some smaller firms are exploring niche markets and differentiated strategies to carve out opportunities in the competitive landscape [8]

Core Insights - The solid-state battery concept is gaining traction, with related indices reaching a two-year high, and battery-themed funds showing impressive performance, with several products nearing a 50% return this year [1][3] Group 1: Market Performance - As of September 12, lithium battery-related indices have seen significant increases: lithium electrolyte index up 56.2%, energy storage index up 51.76%, solid-state battery index up 51.69%, lithium battery index up 49.95%, and power battery index up 49.82%, all reaching two-year highs [3] - Major battery-themed ETFs, including those from Huatai-PineBridge, Fuguo, and others, have reported unit net value growth rates close to 50% this year, with some exceeding 44% [3] Group 2: Factors Driving Growth - Three main factors are driving the strong performance of the lithium battery sector: unexpected growth in energy storage demand, accelerated industrialization of solid-state batteries, and overall improvement in industry profitability due to strong downstream demand [3][4] - The demand for energy storage is being driven by clearer domestic business models and increasing demand in Europe and emerging markets [4] Group 3: Long-term Investment Value - The lithium battery sector is seen as having long-term investment value due to improved fundamentals, new technology catalysts, and relatively reasonable valuations [6][7] - The industry is experiencing a "reshuffling," with leading companies gaining clearer positions, and the global demand for lithium batteries is expected to grow significantly, particularly in commercial vehicles and energy storage [4][7]