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南财观察|从产品到服务,ETF大厂卷入一个新“战场”
21世纪经济报道记者 黎雨辰 想一键定位持仓热门股的相关指数基金?需要横向对比多只ETF的规模、费率、超额收益、资金流向与 股息率?又或是实时追踪行情、诊断个人组合…… 过去,普通投资者往往需要辗转于多个金融终端、信披平台和交易软件,但如今,这类核心需求正 被"轻量化"集成——只需打开一款微信小程序,ETF玩家便有望拥有了随身的"投资神器"。 近期,易方达基金推出"指数直通车"微信小程序,引发市场关注。小程序将实时行情、产品筛选与便捷 交易等功能融为一体,致力于打造"一站式指数投资服务闭环"。 而无独有偶,今年以来,小程序正在成为大型ETF管理人的新战场。华夏基金、博时基金、广发基金、 富国基金等多家头部公募都纷纷加码了相关平台的建设。 从ETF同质化竞争中突围,基金公司不再只依赖传统发行与销售路径,而是试图通过提升服务体验、强 化投教陪伴,进一步贴近投资者。 这场走出"业务舒适圈"的尝试,不仅是公募对升级市场服务质效、践行普惠金融的积极作为,也是打破 既有产品发行与销售路径依赖、让自身品牌在指数赛道实现差异化认知的关键一步。 轻量化、一站式的ETF投资工具 据了解,易方达基金推出"指数直通车"小程序,汇集了 ...
从产品到服务,ETF大厂卷入一个新“战场”
想一键定位持仓热门股的相关指数基金?需要横向对比多只ETF的规模、费率、超额收益、资金流向与 股息率?又或是实时追踪行情、诊断个人组合…… 过去,普通投资者往往需要辗转于多个金融终端、信披平台和交易软件,但如今,这类核心需求正 被"轻量化"集成——只需打开一款微信小程序,ETF玩家便有望拥有了随身的"投资神器"。 近期,易方达基金推出"指数直通车"微信小程序,引发市场关注。小程序将实时行情、产品筛选与便捷 交易等功能融为一体,致力于打造"一站式指数投资服务闭环"。 而无独有偶,今年以来,小程序正在成为大型ETF管理人的新战场。华夏基金、博时基金、广发基金、 富国基金等多家头部公募都纷纷加码了相关平台的建设。 从ETF同质化竞争中突围,基金公司不再只依赖传统发行与销售路径,而是试图通过提升服务体验、强 化投教陪伴,进一步贴近投资者。 这场走出"业务舒适圈"的尝试,不仅是公募对升级市场服务质效、践行普惠金融的积极作为,也是打破 既有产品发行与销售路径依赖、让自身品牌在指数赛道实现差异化认知的关键一步。 轻量化、一站式的ETF投资工具 据了解,易方达基金推出"指数直通车"小程序,汇集了市场上全部已发行的ETF和场外 ...
积极入局!易方达基金发布“指数直通车”小程序
Zhong Guo Jing Ji Wang· 2025-09-11 00:40
指数基金投资火热,微信小程序成为基金公司跑马圈地的对象,头部基金公司也积极参与其中。 作为行业排名第一的基金公司,易方达基金近期推出"指数直通车"微信小程序,引发市场关注。该微信 小程序汇集市场上全部已发行的ETF和场外指数基金,合计超3000只,覆盖超450条指数,涉及A股、港 股、美股等多个市场,打造"市场行情实时同步、产品灵活筛选、多渠道高效交易"的投资工具,为投资 者构建"找—比—投"一站式投资服务闭环。 此前,华夏、广发、博时、富国、嘉实等多家头部公募已上线聚焦ETF及指数投资的微信小程序,当中 有产品信息、指数数据、投资技巧等多方面内容,被称为指数投资"神器"。 业内人士认为,此类小程序是在指数化投资趋势下基金公司进行产品推介和信息触达的载体,反映出公 募基金小程序精细化趋势。 易方达指数小程序上线 公募积极布局指数小程序 ETF正迎来狂飙突进的大时代,基金公司运用多种形式推广扩大ETF业务。微信小程序正成为新的"战 场",除了易方达基金之外,华夏、广发、博时、嘉实等都参与其中。 华夏基金的销售子公司——华夏财富上线名为"红色火箭"的小程序。该小程序聚焦于指数,为用户提供 便捷的指数查询工具、丰富 ...
公募巨头,入局!
Zhong Guo Ji Jin Bao· 2025-09-10 16:14
Group 1 - E Fund has launched the "Index Express" WeChat mini-program, which aggregates over 3,000 ETFs and off-market index funds covering more than 450 indices across A-shares, Hong Kong stocks, and US stocks [1] - The mini-program aims to provide a one-stop investment service for investors, allowing them to search, compare, and invest in index products efficiently [1][5] - Other leading fund companies such as Huaxia, GF, Bosera, and Harvest have also launched similar mini-programs focused on ETF and index investment, indicating a trend towards refined public fund mini-programs [1][7] Group 2 - The "Index Express" mini-program supports both on-market ETFs and off-market index fund trading, making it the only program with extensive trading channel integration [5] - It features nearly 100 list indicators and over 80 screening indicators, allowing for comprehensive and multi-dimensional display of indices and products [5] - The rise of mini-programs reflects the growing importance of index investment and the emphasis on ETF business by fund companies [7][10] Group 3 - The use of WeChat mini-programs is seen as a cost-effective and lightweight method for fund companies to reach customers and showcase products [8][10] - The emergence of specialized index mini-programs signifies a shift towards precision and tool-oriented approaches in public fund marketing [10] - Fund companies are expected to innovate further in their mini-program offerings, enhancing user experience and engagement [10]
公募巨头,入局!
中国基金报· 2025-09-10 16:06
Core Viewpoint - The launch of the "Index Direct Train" WeChat mini-program by E Fund reflects the growing trend of index investment and the increasing competition among fund companies to provide efficient investment tools for investors [2][5][19]. Group 1: Introduction of the Mini-Program - E Fund, as the leading fund company in China, has introduced the "Index Direct Train" WeChat mini-program, which aggregates over 3,000 ETFs and off-market index funds covering more than 450 indices across A-shares, Hong Kong stocks, and US stocks [2][5]. - The mini-program aims to create a one-stop investment service loop for investors, offering real-time market synchronization, flexible product selection, and efficient trading channels [2][5]. Group 2: Industry Trends - The rise of index investment has led to a rapid increase in the number and scale of ETF and off-market index fund products [5]. - Other leading public fund companies, such as Huaxia, GF, Bosera, and Harvest, have also launched similar WeChat mini-programs focusing on ETF and index investment, indicating a trend towards more refined public fund mini-programs [3][15][18]. Group 3: Features of the Mini-Program - The "Index Direct Train" provides multiple convenient search paths, allowing investors to quickly identify suitable indices and products through advanced filtering options [13]. - It is the only mini-program that supports trading for both on-market ETFs and off-market index funds, connecting to the most trading channels in the market [13]. - The mini-program features nearly 100 list indicators and over 80 filtering indicators, enabling comprehensive and multi-dimensional displays of indices and products [13]. Group 4: Market Positioning and Future Outlook - The emergence of specialized ETF mini-programs reflects the emphasis on index investment by fund companies and the trend towards precision and tool-based services in the public fund sector [18][20]. - Mini-programs are seen as a lightweight and cost-effective way to reach customers, providing a better user experience compared to traditional apps [20].