Theme: Beijing's public fund high-quality development series activities, new era, new funds, and new value
At present, my country's public fund industry is entering a critical stage of deepening reform, improving quality and efficiency. As an important participant in the capital market and the main force in residents 'wealth management, while achieving scale growth, public funds are also facing important issues such as improving investment capabilities, optimizing customer experience, and enhancing investor trust. Promoting high-quality development is not only an industry consensus, but also an inevitable mission to serve national strategies and respond to people's expectations.
Recently, under the guidance of the Beijing Securities Regulatory Bureau, the Beijing Securities Industry Association joined hands with more than 40 public fund managers, fund sales agencies, fund evaluation agencies and many mainstream media in Beijing to jointly launch the "Beijing Public Fund High-Quality Development Series". The theme of this event is "New Era, New Funds, and New Value". It aims to strengthen investor education and protection, promote the transformation and upgrading of the public fund industry, and improve services through more than a month of multi-level and multi-form publicity and interaction. Real economic capabilities create a new business card for high-quality financial development in Beijing.
Pengyang Fund is a new force in the domestic public offering market. As a comprehensive fund company controlled by professionals, as of the end of September 2025, the company's total management scale has exceeded 200 billion yuan.Behind the company's rapid development is the integration of innovation into the gene of corporate development and comprehensive embedding it into the company's business development and product system construction. This is also the only way for medium-sized public fund companies to gain a foothold in fierce competition and achieve long-term sustainable development.
In terms of fixed income products, the company established the market's first medium and short-term bond fund in 2017, and seized the opportunity of the net transformation of bank financial management and the decline in monetary fund income, and successfully launched the company's short-term bond business brand; At the beginning of 2019, customers 'risk appetite curve moved upward, and Pengyang Fund began to comprehensively deploy the "fixed income +" business to provide investors with stable and attractive financial products; In recent years, the company has actively leveraged its business advantages in the field of fixed income and successfully issued the first batch of hybrid valuation funds in the industry; in order to facilitate investors to participate in ultra-long-term government bonds investment and better observe the sentiment in the ultra-long-term bond market, Pengyang Fund has also innovatively issued the first ultra-long-term bond ETF in the whole market.
In the field of equity business, the company has deeply tied the construction of its product system with national strategies, market environment, and customer needs, and launched investment tools focusing on themes such as digital economy, advanced manufacturing, medicine, and consumption, and has repeatedly adopted proactive models at low market levels. Layout against the trend and strive to provide investors with a better investment experience.In the passive field, the company has firmly grasped the wave of passive investment and successively created the market's first quality factor smart index fund, the market's first digital economy theme index ETF and linked fund, and actively seized market policy opportunities and quickly laid out index products such as Beizheng 50 Index products of specialized and new enterprises, enhancement of the A500 Index, and state-owned enterprise dividend themes. In addition, the company also actively responded to the national call and developed FOF products suitable for pension investment, and became one of the first fund companies to provide personal pension management services with Y shares of index funds.
Anchoring high-quality development, Pengyang Fund is in action
The "Action Plan to Promote the High-Quality Development of Public Funds" released in May 2025 is not only a programmatic document for the development of the fund industry, but also points out the direction for future product innovation and layout. In the next step, Pengyang Fund will aim at high-quality development and focus on the interests of investors, comprehensively deepen product innovation, strengthen product system construction, and use practical measures to build a solid foundation for development.
The current equity market is facing an important period of strategic opportunities. The "Plan" clarifies the direction for us to deepen the layout of equity products and explore differentiated innovation paths from the policy level.In the next step, Pengyang Fund will further strengthen the capacity building of active investment management, focus on the binding of the interests of managers and investors as the design core, and study and launch more market-wide active equity funds with clear and stable investment styles, stable and sustained long-term returns, as well as Theme funds and industry funds that are in line with the development direction of national policies; at the same time, we will continue to comprehensively enrich the layout of stock index funds inside and outside the market around the core broad base, industry, strategy and other directions.
In addition, in the context of a low interest rate environment, we must continue to leverage our advantages in macro analysis and asset allocation of large categories to create weighted, medium and low volatility products and asset allocation products with differentiated investment strategies and risk-return characteristics, and adapt to Allocation needs under different market cycles. In response to pension investment demands, the company will actively develop fund products that adapt to different pension stages and pension scenarios, and help the high-quality development of the industry with professional investment capabilities and innovative financial services.
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