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深耕零售客群、布局科技创新,天弘基金诠释公募差异化发展新范式
Sou Hu Cai Jing· 2025-12-23 07:06
日前,证监会主席吴清在《加快打造一流投资银行和投资机构 更好助推资本市场高质量发展》讲话中 提出"一流投行不是头部机构的'专属''专利'",强调中小机构"也要把握优势、错位发展,在细分领域、 特色客群、重点区域等方面集中资源、深耕细作"。这番讲话为包括公募基金在内的财富管理机构指明 了未来的方向——在规模之外,特色化、专业化、精细化才是高质量发展的核心路径。 作为公募行业内已经做出自身个性与特色的代表公司之一,天弘基金在服务零售客群与科创领域的精准 布局,为我们提供了一个生动的公募机构差异化发展样本。 坚守普惠底色,多措并举构筑差异化体系能力 互联网时代,过去曾长时间游离于传统高端财富管理领域之外的海量零售客群,逐渐走进财富管理机构 的视野。对于最接近这些普通投资者的公募基金行业而言,这正是吴清主席讲话中强调的"特色客群"。 在渠道协同方面,天弘基金积极构建开放、多元的零售服务生态。比如,与蚂蚁集团、京东金融等头部 互联网平台持续合作,触达更广泛的线上用户群体。2025年4月,天弘在蚂蚁"指数+"专区上线行业轮动 模型,帮助投资者捕捉机构一致看好的上车机会;6月底在京东金融上线"策略目标投",为投资者提供 买 ...
【机构调研记录】天弘基金调研巨人网络、华立科技
Sou Hu Cai Jing· 2025-08-29 00:07
Group 1: Giant Network - The company achieved operating revenue of 1.662 billion yuan, a year-on-year increase of 16.47%, and a net profit of 777 million yuan, up 8.27% year-on-year [1] - The self-developed game "Supernatural Action Group" has shown rapid growth in user base and revenue, with major contributions expected to be released in the future due to revenue deferral factors [1] - The company plans to extend the game lifecycle through enhanced content supply, optimized game performance, and collaboration with well-known IPs [1] - The company is optimistic about overseas markets and is exploring international expansion for "Supernatural Action Group" [1] - R&D expenses increased in Q2 due to rising labor costs and technical service fees [1] Group 2: Huali Technology - The company's anime card equipment has a lifecycle of approximately 4-5 years, with a quarterly update cycle, covering over 2,000 offline amusement parks [2] - New devices such as "Pokémon Shining Star," "Three Kingdoms Fantasy Battle," and "Super Battle" will be launched in the second half of the year based on demand [2] - The company plans to explore more business models beyond selling IP cards to amusement parks [2] - A refinancing project has been accepted by the Shenzhen Stock Exchange, with plans to deploy 4,350 devices within two years, though specific progress remains uncertain [2] Group 3: Tianhong Fund - Tianhong Fund, established in 2004, has an asset management scale of 1,247.397 billion yuan, ranking 5th among 210 [2] - The fund's non-monetary public fund management scale is 439.799 billion yuan, ranking 13th among 210 [2] - The best-performing public fund product in the past year is the Tianhong CSI Hong Kong-Shenzhen Cloud Computing Industry ETF, with a recent net value of 1.62 and a growth of 141.15% over the past year [2]