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 ...

Group 1 - The event series aims to promote high-quality development of public funds in Beijing, enhancing its role as a national financial management center [1] - The activities will include multi-level and multi-form interactions to drive the transformation and upgrading of the public fund industry, improve service capabilities for the real economy, and strengthen investor education and protection [1][7] - As of the end of August, Beijing has 36 public fund companies and 3 public fund managers, with a total asset management scale of 81,433.18 billion yuan across 2,986 public fund products [7] Group 2 - The lecture by Huaxia Fund's senior strategy analyst focused on the basics of index funds and investment strategies, discussing global asset allocation through index investment tools [3] - Students expressed that they gained a deeper understanding of index fund mechanisms and market performance, broadening their financial perspectives [5] - Huaxia Fund has established a comprehensive investor education service system, covering various public fund products and targeting different life stages of investors [8] Group 3 - Huaxia Fund's investor education initiatives include a structured curriculum, diverse offline activities, a multi-level communication system, and a dedicated investor education base [8] - The company conducts targeted thematic research to understand investor satisfaction and improve educational efforts [9]

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].

Core Insights - The meeting held by Huaxia Fund, in collaboration with Shenzhen Stock Exchange and Tencent, aims to promote index investment and support the high-quality development of ETFs [1][3] Group 1: Investment Strategies and Education - The Shenzhen Stock Exchange emphasizes that systematic investment can enhance investors' profit experience and acceptance of investment strategies is high among investors [3] - Huaxia Fund's administrative head, Xu Meng, highlights the need for investors to shift asset allocation towards equity assets due to declining risk-free interest rates and the current favorable policy environment for long-term investments [4] - Huaxia Fund's senior strategist, Chen Yanbing, notes that in a low-interest-rate environment, asset allocation has become essential, and index investment is more suitable for meeting these needs [5] Group 2: ETF Market Development - Huaxia Fund has maintained the largest average scale of equity ETFs in the industry for 20 consecutive years, with a total management scale exceeding 840 billion yuan and over 111 ETFs [6] - The total number of ETFs in the market has surpassed 1,200, with a scale exceeding 5 trillion yuan, marking the arrival of the era of universal index investment in China [7] - By the end of 2024, three Chinese fund companies are expected to rank among the top 25 ETF providers globally, with China becoming the largest ETF market in Asia [7]

Core Viewpoint - The article emphasizes that 2025 is likely to be a year when public funds regain investor trust, highlighted by significant performance improvements in various fund categories, particularly those managed by Huaxia Fund [1][3]. Performance Overview - As of June 30, 2025, the Wind偏股混合基金指数 rose by 7.86%, outperforming the沪深300 index, with the top ten active equity funds achieving over 60% gains in the first half of the year [1]. - Huaxia Fund led the industry with an incremental scale of 311.937 billion, achieving a growth rate of 14.86% among fund companies managing over 500 billion [1]. Huaxia Fund's Success Factors - Huaxia Fund's growth is attributed to several continuous strategies: 1. Ongoing upgrades to the investment research system to adapt to rapidly changing capital markets [3]. 2. Continuous asset definition and pricing to embrace the multi-asset era [3]. 3. Continuous enhancement of user experience to better match user needs with product features [3]. 4. Continuous promotion of industry transformation through product and tool innovation [3]. Investment Research System - Huaxia Fund has established multiple investment decision committees for various asset classes, each led by independent research directors and fund managers [8]. - The firm has a large research team that covers the entire industry and all asset classes, providing support to investment groups [9]. - A comprehensive talent development system is in place, nurturing talent from entry-level to fund manager positions [9][10]. Asset Definition and Pricing - Huaxia Fund has been proactive in creating new asset classes, such as the North Exchange Fund and the first domestic ETF product [12]. - The firm emphasizes the importance of asset management, focusing on discovering, defining, and managing assets [12][14]. - The fund categorizes its products into various types based on investment style, industry, and specific strategies, allowing for a more granular approach to asset management [13]. User Experience Enhancement - Huaxia Fund has invested significantly in improving user experience, exemplified by the "Red Rocket" index investment tool, which underwent extensive testing and development [16]. - This tool addresses multiple investor pain points, such as understanding indices, comparing different indices, and analyzing market volatility [16][17]. Industry Transformation - Huaxia Fund aims to expand the overall asset management industry, enabling more ordinary people to meet their investment needs through fund products [19]. - The firm has transitioned from a single asset expert to a multi-asset platform, influencing other fund companies to follow suit [20]. - Huaxia Fund has been a pioneer in index fund services, driving innovation in ETF products and integrating active product innovation into passive ETF lines [21][22].

Core Viewpoint - The ETF market is experiencing intense competition, transitioning from a tool-focused 1.0 era to a solution-oriented 2.0 era, with major ETF firms adopting personalized and differentiated strategies to build competitive moats [1][5]. Group 1: Market Competition - The recent launch of the benchmark market-making credit bond ETF and the addition of the Sci-Tech bond ETF have intensified competition in the ETF market [1]. - On July 7, ten leading public funds, including Huaxia Fund and E Fund, will compete in the issuance of the Sci-Tech bond ETF, with seven companies shortening the fundraising period to one day and setting a cap of 3 billion yuan, aiming for the coveted "daylight fund" status [2]. - The first batch of eight benchmark market-making credit bond ETFs launched earlier this year has shown strong capital attraction, with a total scale exceeding 131.4 billion yuan [2]. Group 2: Market Dynamics - The "Matthew Effect" in the ETF market is becoming more pronounced, leading to increased polarization, with the top ten public fund institutions holding 80% of the total non-money market ETF scale, amounting to 3.32 trillion yuan [2]. - Analysts indicate that leading firms leverage brand, product lines, and resource barriers to dominate the market, while smaller firms face challenges due to scale and liquidity barriers [2]. Group 3: Differentiation Strategies - Huaxia Fund launched the "Investment Satisfaction Evaluation Model" and upgraded its "Red Rocket" platform to enhance user experience and asset allocation functionality, aiming to facilitate "ETF investment freedom" [3]. - E Fund has been actively adjusting ETF abbreviations and standardizing them, narrowing the scale gap with Huaxia Fund to less than 40 billion yuan [4]. - The focus on brand building and differentiation strategies is evident as firms seek to enhance ETF product recognition and investor service capabilities [4]. Group 4: Investor Engagement - Leading ETF firms are increasingly focusing on investor education, service platform development, and brand operation strategies to enhance investor loyalty [5][6]. - The shift from traditional competition based on product features to a focus on investor understanding and trust is becoming a key strategy for retaining long-term investors [6]. - Recent initiatives include E Fund's thematic investment strategy and the launch of various investor engagement tools by other firms, such as the "Super ETF" brand by Jiashi Fund [7]. Group 5: Brand Building - ETF firms are exploring various brand-building strategies, with Huaxia Fund positioning itself as the first ETF manager in China and emphasizing simplicity in its services [9]. - Other firms, like GF Fund and Penghua Fund, have also developed unique ETF brands to cater to diverse investor needs and enhance their market presence [10][11]. - The importance of aligning brand strategies with product characteristics and avoiding superficial marketing tactics is highlighted as essential for effective brand building [12].

Core Viewpoint - The ongoing trend of renaming ETFs is aimed at enhancing clarity and reducing confusion for investors, as evidenced by the recent announcement from Harvest Fund to rename 22 of its ETFs to a standardized format [1][6]. Group 1: ETF Renaming and Standardization - Harvest Fund announced the renaming of 22 ETFs, including major indices like CSI A500 and CSI A100, to a clearer format that includes "Index + Product Type + Manager" [1][2]. - The renaming process does not affect product codes, fees, or investment strategies, ensuring that existing shareholder rights remain intact [1][2]. - This renaming initiative is part of a broader industry trend, with other firms like Huaxia and E Fund also having renamed their ETFs this year [2][6]. Group 2: Market Growth and Trends - The total scale of ETFs in China surpassed 4 trillion yuan for the first time in April 2023, marking a significant growth from just over 3 trillion yuan in September 2022 [6][10]. - As of June 16, 2023, there are 51 public fund companies managing 1,163 ETFs, with a total net asset value of approximately 3.99 trillion yuan [7][8]. - The ETF market is experiencing a "Matthew Effect," where the top 10 fund companies manage nearly 85% of the total ETF assets, highlighting a concentration of market power [8][9]. Group 3: Fee Structure and Investor Engagement - Management fees for ETFs have increased significantly, with Huaxia Fund's fees rising from 11.9 million yuan in 2022 to 24.53 million yuan in 2024 [9]. - The trend towards lower fees is evident, with many newly launched ETFs adopting a management fee structure of 0.15% [9][10]. - The number of accounts participating in the ETF market has grown to nearly 10 million, reflecting a rising interest in index-based investment strategies [10][11]. Group 4: Future Development and Strategy - The Shanghai Stock Exchange emphasizes the need for high-quality development in the ETF market, focusing on enhancing product supply and optimizing market mechanisms [10][11]. - Public fund managers are increasingly adopting a "research + service + strategy" model to improve transparency and accessibility of ETF products for investors [11].