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7月新发数量创今年新高 权益类基金发行大幅回暖
Zhong Guo Zheng Quan Bao· 2025-08-03 22:01
7月份,随着市场行情回暖,公募基金发行热情再度升温。数据显示,按照认购起始日为统计口径,7月 合计新发基金接近150只(主代码口径),为今年月度发行数量新高。其中,股票型基金新发数量与今 年三月份大致持平。彼时,市场行情整体表现也较为亮眼。 业内人士认为,行情走强时,投资者情绪更高,基金发行相对容易,这往往是基金公司抓住时机发行新 产品的重要原因。此外,新发热情较高一定程度上也透露出基金公司对后市表现相对乐观。 □本报记者 张韵 累计发行基金份额超800亿份 根据数据统计,截至8月3日,7月份开启首发的149只公募基金中,已有90余只基金宣告成立(含7月首 发但于8月成立的基金,全文同),累计发行基金份额超过800亿份。发行规模居前的多为债券类基金, 总发行规模占超半壁江山。 单一产品规模最大的为汇添富稳惠6个月持有,发行37.41亿份(含利息结转),有效认购总户数6904 户。首批科创债ETF也是一大亮点,10只科创债ETF合计发行超过280亿份,占全月发行总规模的比重 接近40%。这也成为7月公募发行市场里的一大"吸金"亮点。 回顾首批科创债ETF的发行,从7月7日首发,到当天全部结募,部分基金启动比例配 ...
权益类基金发行大幅回暖
Zhong Guo Zheng Quan Bao· 2025-08-03 21:12
□本报记者 张韵 7月份,随着市场行情回暖,公募基金发行热情再度升温。Wind数据显示,按照认购起始日为统计口 径,7月合计新发基金接近150只(主代码口径),为今年月度发行数量新高。其中,股票型基金新发数 量与今年三月份大致持平。彼时,市场行情整体表现也较为亮眼。 业内人士认为,行情走强时,投资者情绪更高,基金发行相对容易,这往往是基金公司抓住时机发行新 产品的重要原因。此外,新发热情较高一定程度上也透露出基金公司对后市表现相对乐观。 累计发行基金份额超800亿份 根据Wind数据统计,截至8月3日,7月份开启首发的149只公募基金中,已有90余只基金宣告成立(含7 月首发但于8月成立的基金,全文同),累计发行基金份额超过800亿份。发行规模居前的多为债券类基 金,总发行规模占超半壁江山。 新一批产品发售将接踵而来 有基金人士认为,展望后市,在行情和政策的双重加持下,权益类基金发行回暖或仍将持续一段时间。 Wind数据显示,目前已有60余只公募基金定档于8月开启首发,其中,权益类基金占比超八成。仅8月 第一个交易日,就有10只权益类基金同日首发,当中不乏部分知名基金经理的身影。例如,前海开源研 究优选的拟任 ...
牛市点燃中,基金公司新发产品明显提速
3 6 Ke· 2025-07-30 03:09
Group 1 - The core viewpoint of the articles highlights a significant recovery in the A-share market, with the Shanghai Composite Index surpassing 3600 points, leading to increased investor confidence and a surge in new fund issuances [1][2] - The number of new funds launched in July reached a record high for the year, with 149 new funds issued, reflecting a strong market sentiment and proactive adjustments by fund companies to meet investor demand [3][4] - The total share of public funds has been on the rise, reaching 30.94 trillion units by the end of July, indicating a continuous inflow of capital into the fund market since May [4][5] Group 2 - The recent week saw a notable acceleration in new fund launches, with 31 new funds initiated, marking a 34.78% increase from the previous week, and the average subscription period shortened to 14.97 days [2][3] - Equity funds dominated the new issuances, with stock and mixed equity funds accounting for 83.87% of the total, while bond funds saw a significant decline in issuance [2][3] - The market is witnessing a shift towards low-cost investment tools, particularly passive index funds, as fund companies adapt to the structural market changes [2][6] Group 3 - The year-to-date issuance of new funds has shown a high concentration in both type and structure, with the largest fund, "Oriental Red Yingfeng Stable Configuration," raising 6.573 billion yuan [6][7] - Active equity funds have seen a resurgence, with several products exceeding expectations in fundraising, reflecting renewed investor confidence in long-term growth themes [6][7] - Index funds remain a crucial pillar for annual issuance, with 471 new index funds launched by the end of July, representing over 60% of total new funds [8]
财经观察丨第二批新型浮动费率基金获批,开售在即!首批26只募集规模超250亿元
Sou Hu Cai Jing· 2025-07-24 13:26
Group 1 - The second batch of 12 new floating fee rate fund products has been registered by the CSRC and will be launched soon, with the first sales expected next week [1] - The fee structure for these funds includes three tiers: 1.2% (benchmark), 1.5% (upward adjustment), and 0.6% (downward adjustment), similar to the first batch [1][3] - The second batch includes 8 funds that are all-market stock selection and 4 industry-themed funds focusing on sectors like manufacturing and healthcare [3] Group 2 - The first batch of 26 new floating fee rate funds has successfully been established, raising a total of 25.865 billion yuan, with the largest fund raising 2.082 billion yuan [4] - Fund managers are optimistic about the development prospects of floating fee rate products and plan to launch more in the future, indicating a trend towards regular registration of such products [4][6] - The new floating fee rate funds will implement a performance-based fee structure, allowing for a more personalized fee arrangement based on individual investor performance [5] Group 3 - The CSRC aims to promote the floating management fee model for newly established actively managed equity funds, targeting a minimum of 60% of such funds to adopt this model within a year [5] - This shift represents a significant trend in the public fund industry, moving from a focus on scale to a focus on returns, thereby reforming the traditional business model of fund companies [5][6]
首批23只浮费基金合计募集218亿元 下周再有两只新发
news flash· 2025-06-28 09:44
Core Insights - The first batch of floating fee funds has raised a total of 21.825 billion yuan, with 23 out of 26 funds announced [1] - The top three funds by fundraising scale are Dongfanghong Core Value at nearly 2 billion yuan, Yifangda Growth Progress at 1.704 billion yuan, and Jiaoyin Ruian at 1.547 billion yuan [1] - The last two floating fee funds, Xin'ao Advantage Industry and Huashang Zhiyuan Return, are scheduled to be issued on July 1 and will end fundraising on July 21 [1] Fundraising Details - The total amount raised by the first batch of floating fee funds is 21.825 billion yuan [1] - Dongfanghong Core Value leads with a fundraising scale of nearly 2 billion yuan [1] - Other funds with significant fundraising include Nanfang Ruixiang, Ping An Value Preferred, and Jingshun Great Wall Growth, each exceeding 1 billion yuan [1] Investor Participation - Yifangda Growth Progress has the highest number of investor subscriptions, exceeding 47,000 [1] - Nanfang Ruixiang ranks second with 24,700 subscriptions [1] - Ping An Value Preferred ranks third with 15,000 subscriptions [1]