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最新公佈!一季度基金總規模達67.28萬億

格隆匯6月21日丨6月20日晚,中國證券投資基金協會發布了2023年一季度資產管理業務統計數據。

數據顯示,截至2023年一季度末,基金管理公司及其子公司、證券公司及其子公司、期貨公司及其資管子公司、私募基金管理人管理的資產管理業務總規模約67.28萬億元,較去年年底增幅0.81%。

其中,公募基金規模26.68萬億元,證券公司及其子公司私募資產管理業務規模6.45萬億元,基金管理公司及其子公司私募資產管理業務規模6.81萬億元,基金管理公司管理的養老金規模4.43萬億元,期貨公司及其資管子公司私募資產管理業務規模約2934億元,私募基金規模20.70萬億元,資產支持專項計劃規模2.00萬億元。

從規模看,與去年四季度相比,公募基金、基金公司管理的養老金、私募基金、資產支持專項計劃4類產品規模出現了增長,基金公司、券商、期貨及子公司的私募管理規模下降。

今年是公募基金25週年,中信證券稱,基金業25年曆程,已經實現了三次跨越:

第一次跨越大致從1998年到2011年,公募基金從無到有,核心特徵是“規範創新發展”,標誌性成就包括《基金法》奠定法律基礎、“老十家”公募破冰領航、主流基金產品範式確立等;

第二個跨越大致從2012年到2017年,隨着中國證券投資基金業協會正式成立,公募基金越來越大眾化、普及化,核心特徵是“管理規模量增”,公募基金規模實現十萬億級別的突破:

第三個跨越大致從2018年開始,以“資管新規”(《關於規範金融機構資產管理業務的指導意見》)為標誌,公募業態出現升級迭代,核心特徵是“高質量可持續發展”。

中信證券強調,基金業質量發展迎來新徵程,首先,從強調量的提升,轉變為謀求健康可持續發展,實現量增到質升的蜕變,基金公司通過改善公司治理及人才機制,越來越強調基金管理的長期穩健業績,逐步建立起長效的考核機制、薪酬體系及穩固的人才隊伍

其次,基金公司從自身做大做強的個體發展轉變為融入社會、響應持有人訴求、全面服務社會財富管理轉型的資管產業綜合發展。

第三,立足國際視野,在提升長期績效的基礎上,積極踐行交易市場互聯互通、基金產品互認互注、資管子公司互設等政策舉措,貫通國內國際兩個資管市場,探索建立國際化的基金產業。

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