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 ...

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 ...

范雨露 制图 5.5万亿元规模ETF启新局： 从"产品供应商"到"资产配置服务商" ◎记者 赵明超 据测算，ETF最新规模已达5.5万亿元，再创历史新高。百亿级ETF阵营亦显著扩容，已有115只ETF规 模突破百亿元。 从当前ETF格局来看，马太效应愈发强化，头部基金管理人掌握近九成市场份额。在业内人士看来，随 着ETF品类进一步丰富，行业竞争的重心将从"拼产品数量和规模"转向"拼资产配置服务能力"，一场围 绕全链条服务的新较量正拉开帷幕。 ETF规模达到5.5万亿元 行业马太效应显著 5万多亿元的蛋糕，有哪些机构分食？ 据统计，目前共有50多家基金管理人布局了ETF，但行业集中度非常高。总体而言，15家基金管理人 ETF管理规模超过千亿元，合计达4.85万亿元，占全市场总规模的近九成。其中，两家头部机构遥遥领 先，华夏基金ETF管理规模为8868.84亿元，易方达基金ETF管理规模为8455.94亿元。 此外，华泰柏瑞基金ETF管理规模为5861.87亿元，南方基金、嘉实基金ETF管理规模均超3000亿元，广 发基金、富国基金、国泰基金、博时基金等ETF管理规模也均在2000亿元以上。 与之形成鲜明对比的是 ...

Market Overview - The A-share market saw all major indices rise last week, with the Sci-Tech 50, Small and Medium-sized Enterprises Index, and CSI 500 Index leading with returns of 5.48%, 3.66%, and 3.38% respectively, while the CSI 300, Shanghai Composite, and ChiNext Index lagged with returns of 1.38%, 1.52%, and 2.10% respectively [1][9] - In terms of trading volume, all major indices except the Sci-Tech 50 experienced a decline in trading volume last week [10] - The electronic, real estate, and agriculture sectors performed well, with returns of 5.98%, 5.82%, and 4.52% respectively, while the banking, comprehensive finance, and pharmaceutical sectors underperformed with returns of -0.64%, -0.58%, and -0.28% respectively [1][14] Fund Issuance and Performance - A total of 46 funds were reported last week, a decrease from the previous week, including 3 FOFs and 3 QDIIs [2] - Last week, 40 new funds were established with a total issuance scale of 21.794 billion yuan, which is a decrease from the previous week [3] - The Huashang Hong Kong Stock Connect Value Return Fund completed its fundraising on September 8, raising over 1 billion yuan with a subscription confirmation ratio of 32.95% [5] - The performance of open-end public funds showed that active equity, flexible allocation, and balanced mixed funds had returns of 2.18%, 1.73%, and 0.91% respectively [29][36] Fund Sales and Management - As of last week, there were 243 ordinary FOF funds, 119 target date funds, and 152 target risk funds in the open-end public fund category [35] - The top three fund sales institutions by equity fund holdings were Ant Fund, China Merchants Bank, and Tian Tian Fund, with holdings of 822.9 billion yuan, 492 billion yuan, and 349.6 billion yuan respectively [7] - The target date funds had the best median performance this year, with a cumulative return of 13.94% [36] Bond Market - As of last Friday, the central bank's reverse repo net injection was 196.1 billion yuan, with reverse repos maturing at 1,068.4 billion yuan, resulting in a net open market injection of 1,264.5 billion yuan [17] - The yield on government bonds of different maturities has increased, with credit spreads widening by 3.69 basis points [18][23] Sector Performance - Over the past month, the communication sector has seen the highest cumulative increase of 25.38%, while the comprehensive finance sector has experienced a cumulative decline of 5.53% [14] - Year-to-date, the communication, non-ferrous metals, and electronics sectors have shown high cumulative returns of 63.94%, 60.31%, and 38.03% respectively, while sectors like coal, transportation, and food and beverage have the lowest returns [14][16]

Core Viewpoint - The "Index Express" WeChat mini-program integrates the three core nodes of the investment process (search → compare → invest) with ETFs, index funds, and trading channels, creating a complete ecosystem for index investment [1][9]. Group 1: Market Overview - Index investment has seen rapid growth, with over 3,000 related products covering more than 450 indices across A-shares, Hong Kong stocks, and U.S. stocks [2]. Group 2: Investor Pain Points - Investors face three main challenges in index investing: difficulty in finding products due to the vast number available [3], challenges in selecting the best ETFs as multiple options often correspond to the same index [4], and cumbersome trading processes requiring switching between different software to place orders [5]. Group 3: Solution Offered by "Index Express" - "Index Express" addresses these issues by providing a one-stop service covering the entire investment process [5][22]. - It includes comprehensive market coverage with over 3,000 ETFs and index funds, and more than 450 indices [5][22]. - The program features real-time market data, allowing users to track index and ETF performance [6]. - It offers flexible filtering options with nearly 100 list indicators and over 80 screening criteria for multi-dimensional comparisons [7][22]. - The ETF comparison function allows users to compare up to 10 ETFs simultaneously, making it the only mini-program that provides intuitive ETF comparisons [8][22]. Group 4: Detailed Functionality - The "search" function allows users to find indices or products through various methods, including keyword searches and real-time rankings based on performance [10][11]. - The "compare" function supports comparisons of up to 10 ETFs with over 30 differentiated indicators, helping investors understand the differences among ETFs tracking the same index [14][15][16]. - The "invest" function enables efficient trading by allowing users to jump directly to brokers or platforms to complete purchases [17][18]. Group 5: Professional Indicators and Features - "Index Express" enhances decision-making efficiency by providing key indicators such as real-time total trading volume of ETFs and dividend yields [19]. - It also displays performance metrics like tracking error, excess returns, and dividend information for products [20][21]. - The program helps users quickly identify representative products, such as the largest ETFs or those with the highest excess returns [21]. Group 6: Significance of "Index Express" - For investors, "Index Express" reduces the difficulty of selecting ETFs, simplifies the investment process, and improves trading efficiency [22]. - For the market, it promotes standardization in index investing and increases investor coverage [22]. - It establishes a structured mapping of the index-investment knowledge system, creating scalable knowledge nodes for index investment [23].

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 ...

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]

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].