债券ETF市场规模突破4000亿在即 资本市场迎来科创债ETF的"首日狂欢"。 7月7日，首批10只科创债ETF集体首发，单只产品募集上限均为30亿元，所有产品一天便全部结束募 集。按照单只基金30亿元募集上限计算，此次合计吸引300亿元资金入市。 多位基金公司人士透露，机构资金早已提前准备，多只产品在募集日上午便触及募集上限，"一日售 罄"在预期之中，超出预期的是零售的强劲表现，部分产品不到半日便吸引2亿元资金认购，"零售端卖 得好是'惊喜'，说明市场对科创债ETF的认知度和接受度正快速提升"。 科创债ETF火爆，是今年债券ETF市场爆发式增长的缩影。Wind数据显示，截至7月7日，债券ETF总规 模已经达到3906.68亿元，距离4000亿元的整数关口仅一步之遥。若加上这10只科创债ETF的募集资 金，债券ETF总规模突破4000亿元已无悬念。 首批均"一日售罄" 其中，富国中证AAA科技创新公司债ETF采用"末日比例确认"部分确认，募集期内有效认购申请确认比 例结果为96.575974%。博时上证AAA科创债ETF也因首募规模超过上限而触发比例配售。 第一财经了解到，此次科创债ETF认购主力为机构资金， ...

Core Viewpoint - The announcement reveals that the FuGuo CSI AAA Technology Innovation Corporate Bond ETF (159200) will be publicly offered from July 7, 2025, focusing on long-term pure bond investments with a management fee of 0.15% and a custody fee of 0.05% [1] Group 1: Fund Details - The investment objective of the FuGuo CSI AAA Technology Innovation Corporate Bond ETF is to closely track the underlying index while minimizing tracking deviation and error [1] - The fund's investment portfolio will allocate at least 80% of its assets to bond investments, with a minimum of 90% of the fund's net asset value and 80% of non-cash fund assets invested in the underlying index components and alternative components [1] Group 2: Fund Manager Profile - The proposed fund manager for the ETF is Zhang Yang, who holds a master's degree and has extensive experience in investment management, having worked at China Merchants Bank and Ping An Bank before joining FuGuo Fund Management in March 2020 [2] - Zhang Yang has managed multiple funds since joining FuGuo, including the FuGuo Yangtze River Economic Belt Pure Bond Fund and FuGuo Target Qili One-Year Pure Bond Fund [2] Group 3: Performance Metrics - As of now, Zhang Yang manages five funds, with varying performance metrics. For instance, the FuGuo Two-Year Wealth Management Bond A product has a return of 0.42% since January 21, 2025, compared to a peer average of 1.15% [3][4] - The FuGuo Yangtze River Economic Belt Pure Bond A product has achieved a return of 18.36% since August 31, 2020, outperforming the peer average of 16.37% [3][4] - The FuGuo Target Qili One-Year Pure Bond Fund has a return of 15.43% since December 8, 2020, slightly below the peer average of 15.89% [3][4]

6月27日，证监会正式批准富国基金上报的富国中证AAA科技创新公司债交易型开放式指数证券投资基 金，这一新产品的获批，为债券ETF市场注入全新活力，进一步丰富了投资者的选择。 从首批10只科创债ETF产品来看，所跟踪的标的指数包括中证AAA科技创新公司债指数、上证AAA科 技创新公司债指数和深证AAA科技创新公司债指数，前者为跨市场指数、样本券来自沪深两市，后两 者为单市场指数。此次获批的富国中证AAA科技创新公司债ETF，紧密跟踪中证AAA科技创新公司债 指数，从沪深交易所上市的科技创新公司债中，筛选主体评级AAA、隐含评级AA+及以上的债券作为 样本，以精准反映相应高等级科创公司债的整体表现。截至5月末，指数成份券数量达767只，总市值高 达1.02万亿元，为新产品的运作提供了坚实的市场基础。 近期，证监会主席吴清在陆家嘴论坛上的表态，充分显示了监管层对科创债ETF的高度重视。他强调要 进一步强化股债联动服务科技创新的优势，加快推出科创债ETF等产品。目前，富国基金科创债ETF正 式获批，也表明政策落地速度持续加快。 回顾债券型ETF的发展历程，自2013年3月份全市场首只债券型ETF诞生以来，已走过12 ...