1, worth it. The theme fund of "Specialization and Innovation" has been officially approved. With this prospect, only the mixed theme of Bo Shi Specialization and Innovation is waiting for the approval result of the first batch of four theme funds. According to the information query of official website Securities Regulatory Commission, the application materials of this fund were accepted on June 26th 10. The approved fund of China Merchants Fund is a special stock with investment characteristics, and the approved fund of southern fund is a mixture of southern fund characteristics and special stocks. The different product types may also indicate that the stock investment positions of these two products are different. Generally, stock funds require that the proportion of stock assets to fund assets be no less than 80%, while hybrid funds fluctuate between 0-95% according to the focus of stock bonds.

2. At present, both funds have made clear the definition of "specialized and innovative" enterprises, that is, three batches of 4,922 "little giant" enterprises announced by the Ministry of Industry and Information Technology, but at present, the proportion of assets invested by such companies in non-cash fund assets is not clear. With reference to this prospect, we can optimize the investment scope of stock funds by quantifying the specialization and novelty of the Great Wall. The proportion of stock assets to fund assets is 80%~95%, and the proportion of special and new related stocks defined by it to non-cash fund assets is not less than 80%.

brief introduction

1. China Merchants Fund said that it is mainly concentrated in the "double innovation" sector, the main board, the Growth Enterprise Market and the science and technology innovation board, and most enterprises are concentrated in high-end manufacturing fields such as high-end equipment manufacturing, new materials, next-generation information technology and new energy. It is considered that related enterprises have the common characteristics of "strong profitability, large growth space and high R&D investment". According to industry insiders, it may also represent the balanced growth of the fund in style and type. In addition, both fund companies said that the fund can become a low-threshold tool for investors to participate in the investment of the North Exchange in the future, and share the investment opportunities of the "specialized and innovative" listed companies of the North Exchange.

2. In this regard, Lei Jiayuan, fund manager of southern fund Equity Investment Department, said that the North Stock Exchange will not only enhance the position of the original New Third Board in the capital market, but also bring the attention of high-quality enterprises, which is a great investment opportunity for fund managers participating in public offering. "From the data of the past few years, the new third board enterprises account for about one-third of the number of IPO enterprises, including many leading enterprises in emerging industries. In the future, the North Exchange will become a new choice for these high-quality enterprises."

3. Han Bing, the proposed fund manager of China Merchants Fund, said that the stock subject of "specialized innovation" has great space potential and broad development prospects, and the overall gross profit margin of "specialized innovation" enterprises is high, and its growth is worth looking forward to. Qu Qiming, deputy general manager of China Merchants Fund, pointed out that the company will actively respond to the national innovation-driven strategic deployment, give full play to the role of fund companies in multi-level capital markets, continue to pay attention to the innovation and development of "specialized innovation" SMEs, and help transform the national economic development model.