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 ...

为助力更多投资者了解新质生产力建设，加大投资者陪伴力度，今年4月份以来，嘉实基金深度打造 了"探寻新质中国企业"投资者服务系列活动，通过产业一线探访和主题沙龙分享相结合的形式，携手广 大投资者一起走进新质生产力企业生产一线，共同见证我国产业发展的澎湃新动能。 该系列活动将目光聚焦于具备科技创新能力、可持续成长潜力和产业升级引领力的企业群体。自活动开 展以来，嘉实基金已携手累计超过1200位投资者代表，走进包括新能源汽车、芯片电子、机器人、高端 智造、低空经济、人工智能应用等企业超30家，其中既包括已在智能制造和数字化生产中具有全球竞争 力的"灯塔工厂"，也包括在人工智能应用、低空经济实践等方面持续领先的前沿新势力。 在资本市场，公募基金作为专业机构从价值发现的角度深入产业建设，正引导市场资金更精准地流向新 质产业领域。以嘉实基金为例，据统计，截至2025年上半年，嘉实基金持有的各类股票总市值接近4000 亿元，其中配置比例居前的细分行业包括电子、计算机、通信等新质生产力领域。 除此之外，嘉实基金还上线投教基地小程序，通过数字化工具，构建多层次、场景化的投教服务生态。 随着越来越多的投资者不断关注ETF产品，嘉 ...

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 article emphasizes that in the second half of passive investment, the key to success lies not only in the breadth and depth of product offerings but also in the quality of service provided to investors, highlighting the importance of a "super ETF" ecosystem developed by the company [1][14]. Group 1: Market Trends and Growth - The total scale of ETFs in China has surpassed 4.6 trillion yuan, reflecting rapid growth, with the market structure showing a "winner-takes-all" trend where the top 12 fund companies hold over 80% of the market share [2][8]. - The company has achieved a management scale of over 290 billion yuan in ETFs, positioning itself among the top five in the industry [3][8]. Group 2: Investment Strategies and Product Offerings - The company focuses on passive investment tools that allow ordinary investors to participate in market trends, offering advantages such as risk diversification, cost optimization, and systematic capture of industry dividends [4][6]. - The company has launched several ETFs targeting key sectors, including AI, new energy, and biomedicine, with notable products like the Sci-Tech Chip ETF (588200) and Software ETF (159852) showing significant growth [5][6]. Group 3: Performance Metrics - The Sci-Tech Chip ETF (588200) has grown from 367 million yuan to 31.74 billion yuan, marking an 86-fold increase since its inception [5]. - The company’s ETFs have shown impressive performance, with the Hang Seng Medical ETF achieving a return of 100.95% over the past year [6][7]. Group 4: Product Development and Innovation - The company has developed a comprehensive product matrix that includes core broad-based ETFs and actively managed thematic products, ensuring alignment with investor needs [9][15]. - The introduction of the "Super ETF" brand and related investment tools aims to enhance investor experience and provide tailored solutions [14][16]. Group 5: Future Outlook - The article suggests that the future of passive investment will focus on value rather than just fee competition, with the company positioning itself to meet evolving investor demands through enhanced service offerings [18].

Core Viewpoint - The article discusses the shift of Jiashi Fund towards high-quality development in index investment, emphasizing the optimization of the index investment ecosystem and the introduction of standardized naming conventions for its index products to enhance investor experience and decision-making efficiency [1][2]. Group 1: Product Optimization and Standardization - Jiashi Fund has changed the trading names of 22 index products, including 21 ETFs and 1 LOF product, to a standardized format that includes the underlying index name, enhancing product recognition for investors [1]. - The standardized naming convention aims to improve the identification of index products, thereby optimizing the investment decision-making process for investors [1][2]. Group 2: ETF Ecosystem Development - The China Securities Regulatory Commission (CSRC) has initiated an action plan to promote high-quality development in index investment, which includes enhancing the index investment ecosystem [1]. - Jiashi Fund is committed to building a robust ETF ecosystem that includes diverse product offerings, improved operational mechanisms, and enhanced investor services [1][2]. Group 3: Investor Engagement and Experience - Jiashi Fund launched the "Super Index Festival" and introduced the "Super Jiabei" mini-program to enhance investor engagement and provide comprehensive services tailored to investor needs [2][5]. - The "Super ETF" brand upgrade focuses on four dimensions: Super Broad-based, Super Opportunities, Super Convenience, and Super Tools, aiming to improve the overall ETF investment experience [2][5]. Group 4: Innovative Product Offerings - Jiashi Fund has developed a range of innovative ETFs targeting high-growth sectors such as technology, rare earths, and new energy, aligning with government-supported emerging industries [7]. - The fund's product matrix includes various ETFs with competitive management fees, such as 0.15% per year for several broad-based products [2]. Group 5: Active-Passive Investment Collaboration - Jiashi Fund emphasizes the collaboration between active research capabilities and passive investment strategies to enhance product development and performance [8][9]. - The fund's index team integrates active investment insights into the index construction process, focusing on high-end manufacturing and other growth sectors [8]. Group 6: Comprehensive Investor Services - Jiashi Fund has established a three-tiered index architecture to cater to diverse client needs, including retail and institutional investors, providing tailored investment solutions and educational resources [9]. - The fund prioritizes client profitability and aims to create a sustainable investment environment through meticulous service and collaboration within the ETF market [9].

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].

Core Viewpoint - The article discusses the significant upgrade of the "Super ETF" brand by Harvest Fund, aiming to enhance the index investment ecosystem and provide better services to investors [3][11]. Group 1: ETF Market Growth - The domestic ETF market is experiencing a golden period, with narrow and broad-based ETFs driving growth [3]. - The global ETF market is rapidly expanding, with the U.S. market reaching approximately $8 trillion, while China's ETF market has surpassed 3 trillion yuan in just 17 years [4][8]. - By 2030, China's ETF market is projected to reach 10 trillion yuan, indicating a robust growth trajectory [4]. Group 2: Shift in Investment Preferences - A historic moment in the A-share market has occurred, with the market value of passive equity funds surpassing that of active equity funds, reflecting investor confidence in ETFs [5]. - The rapid development of ETFs is driven by policy support, clear advantages of ETF tools, and improvements in index innovation and compilation rules [6]. Group 3: Harvest Fund's Position and Strategy - Harvest Fund is a leader in the ETF sector, with an index management scale nearing 250 billion yuan and having won multiple awards for passive investment [8][9]. - The company has launched the "Super ETF" brand, which includes features like "Super Broad," "Super Opportunity," "Super Convenience," and "Super Tool," aimed at enhancing investor experience [10][11]. - The introduction of the "Super Jabei" index investment mini-program is part of Harvest's strategy to provide better tools for investors [3][10]. Group 4: Performance and Future Outlook - Several ETFs under Harvest Fund have shown strong performance, with 14 ETFs increasing by over 10% year-to-date, and some exceeding 30% [9]. - The company aims to continue leading the index investment sector by focusing on product innovation and ecosystem services, supported by favorable policies and market conditions [11].