¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾
¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×
ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð
¸üÐÂÕÐļ˵Ã÷Êé
£¨2021ÄêµÚ2ºÅ£©
»ù½ð¹ÜÀíÈË£º¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾
»ù½ðÍйÜÈË£ºÖÐÐÅ֤ȯ¹É·ÝÓÐÏÞ¹«Ë¾
¶þÁã¶þÒ»ÄêËÄÔÂ
¡¾ÖØÒªÌáʾ¡¿
¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð
£¨ÒÔϼò³Æ¡°±¾»ù½ð¡±£©¾Öйú֤ȯ¼à¶½¹ÜÀíίԱ»á2019Äê12ÔÂ19ÈÕÖ¤¼àÐí¿É
¡¾2019¡¿2910ºÅÎÄ×¢²áļ¼¯¡£
»ù½ð¹ÜÀíÈ˱£Ö¤±¾ÕÐļ˵Ã÷ÊéµÄÄÚÈÝÕæʵ¡¢×¼È·¡¢ÍêÕû¡£±¾ÕÐļ˵Ã÷Êé¾ÖÐ
¹úÖ¤¼à»á×¢²á£¬µ«ÖйúÖ¤¼à»á¶Ô±¾»ù½ðļ¼¯µÄ×¢²á£¬²¢²»±íÃ÷Æä¶Ô±¾»ù½ðµÄͶ×Ê
¼ÛÖµ¡¢Êг¡Ç°¾°ºÍÊÕÒæ×ö³öʵÖÊÐÔÅжϻò±£Ö¤£¬Ò²²»±íÃ÷Ͷ×ÊÓÚ±¾»ù½ðûÓзçÏÕ¡£
»ù½ð¹ÜÀíÈËÒÀÕÕ㡾¡Ö°ÊØ¡¢³ÏʵÐÅÓá¢ÇÚÃ㾡ÔðµÄÔÔò¹ÜÀíºÍÔËÓûù½ð²Æ²ú£¬
µ«²»±£Ö¤Í¶×ʱ¾»ù½ðÒ»¶¨Ó¯Àû£¬Ò²²»±£Ö¤»ù½ð·Ý¶î³ÖÓÐÈ˵Ä×îµÍÊÕÒæ¡£
±¾»ù½ðµÄ±êµÄÖ¸ÊýΪ¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88Ö¸Êý¡£
1¡¢Ñ¡Ñù¿Õ¼ä
ÔÚÉîÛÚ֤ȯ½»Ò×Ëù´´Òµ°åÉÏÊн»Ò×ÇÒÂú×ãÏÂÁÐÌõ¼þµÄËùÓÐA¹É£º
£¨1£©ÉÏÊÐʱ¼ä³¬¹ýÁù¸öÔ£»
£¨2£©¹«Ë¾×î½üÒ»ÄêÎÞÖØ´óÎ¥¹æ¡¢²ÆÎñ±¨¸æÎÞÖØ´óÎÊÌ⣻
£¨3£©¹«Ë¾×î½üÒ»Äê¾ÓªÎÞÒì³£¡¢ÎÞÖØ´ó¿÷Ëð£»
£¨4£©¿¼²ìÆÚÄڹɼÛÎÞÒì³£²¨¶¯¡£
2¡¢Ñ¡Ñù·½·¨
Ê×ÏÈ£¬ÌÞ³ý½ü°ëÄêÈÕ¾ù³É½»½ð¶îÅÅÃûºó10%µÄ¹ÉƱ£»
Æä´Î£¬ÌÞ³ý×îдó¹É¶«ÀÛ¼ÆÖÊѺ±ÈÀý³¬¹ý70%µÄ¹ÉƱ£¬ÌÞ³ýÉÌÓþÕ¼¾»×ʲú±È
Àý³¬¹ý100%µÄ¹ÉƱ£»
È»ºó£¬¶ÔÑ¡Ñù¿Õ¼äÊ£Óà¹ÉƱ°´½ü°ëÄêÈÕ¾ù×ÜÊÐÖµ´Ó¸ßµ½µÍÅÅÐò£¬Ñ¡È¡Ç°188
Ãû¹ÉƱ¹¹³ÉÖ¸Êý³õÑ¡³Ø£»
×îºó£¬ÌÞ³ýÅÅÃûÇ°100ÃûµÄ¹ÉƱ£¬Ê£Óà88Ö»¹ÉƱ¹¹³ÉÖ¸ÊýÑù±¾¹É¡£
Ͷ×ÊÕß¿Éͨ¹ýÒÔÏ·¾¶²éѯָÊýÐÅÏ¢£º
http://www.cnindex.com.cn/module/index-detail.html?act_menu=1&indexCode=3992
91
±¾»ù½ðͶ×ÊÓÚ֤ȯÊг¡£¬»ù½ð¾»Öµ»áÒòΪ֤ȯÊг¡²¨¶¯µÈÒòËزúÉú²¨¶¯£¬Í¶
×ÊÕ߸ù¾ÝËù³ÖÓеĻù½ð·Ý¶îÏíÊÜ»ù½ðÊÕÒ棬ͬʱ³Ðµ£ÏàÓ¦µÄͶ×Ê·çÏÕ¡£±¾»ù½ðͶ
×ÊÖеķçÏÕ°üÀ¨£ºÒòÕûÌåÕþÖΡ¢¾¼Ã¡¢Éç»áµÈ»·¾³ÒòËضÔ֤ȯÊг¡¼Û¸ñ²úÉúÓ°Ïì
¶øÐγɵÄϵͳÐÔ·çÏÕ£¬¸ö±ð֤ȯÌØÓеķÇϵͳÐÔ·çÏÕ£¬ÓÉÓÚ»ù½ð·Ý¶î³ÖÓÐÈËÁ¬Ðø
´óÁ¿Êê»Ø»ù½ð²úÉúµÄÁ÷¶¯ÐÔ·çÏÕ£¬»ù½ð¹ÜÀíÈËÔÚ»ù½ð¹ÜÀíʵʩ¹ý³ÌÖвúÉúµÄ¹ÜÀí
·çÏÕ£¬±¾»ù½ðµÄÌض¨·çÏյȡ£±¾»ù½ð¿ÉÄܳöÏÖ¸ú×ÙÎó²î¿ØÖÆδ´ïÔ¼¶¨Ä¿±ê¡¢Ö¸Êý
±àÖÆ»ú¹¹Í£Ö¹·þÎñ¡¢³É·Ý¹ÉÍ£ÅƵȷçÏÕ¡£
±¾»ù½ðΪ¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ð
£¨ÒÔϼò³Æ¡°¹úÊÙ°²±£´´¾«Ñ¡88ETF¡±£©µÄÁª½Ó»ù½ð£¬Ö÷Ҫͨ¹ýͶ×ʹúÊÙ°²±£´´
¾«Ñ¡88ETF½ôÃܸú×Ù±êµÄÖ¸ÊýµÄ±íÏÖ£¬ÔÚ¶àÊýÇé¿öϽ«Î¬³Ö½Ï¸ßµÄÄ¿±êETFͶ
×ʱÈÀý£¬»ù½ð¾»Öµ¿ÉÄÜ»áËæÄ¿±êETFµÄ¾»Öµ²¨¶¯¶ø²¨¶¯£¬Ä¿±êETFµÄÏà¹Ø·çÏÕ
¿ÉÄÜÖ±½Ó»ò¼ä½Ó³ÉΪ±¾»ù½ðµÄ·çÏÕ£»±¾»ù½ðÖ÷ҪͶ×ÊÓÚÄ¿±êETF»ù½ð·Ý¶î£¬×·
Çó¸ú×Ù±êµÄÖ¸Êý£¬»ñµÃÓëÖ¸ÊýÊÕÒæÏàËƵĻر¨£¬µ«Êܸ÷ÖÖÒòËصÄÓ°Ïì¿ÉÄÜÓë¸ú×Ù
»ù×¼Ö®¼ä²úÉúÆ«À룻±¾»ù½ðΪĿ±êETFµÄÁª½Ó»ù½ð£¬µ«ÓÉÓÚͶ×Ê·½·¨¡¢½»Ò×·½
ʽµÈ·½ÃæÓëÄ¿±êETF²»Í¬£¬±¾»ù½ðµÄÒµ¼¨±íÏÖÓëÄ¿±êETFµÄÒµ¼¨±íÏÖ¿ÉÄܳöÏÖ
²îÒì¡£±¾»ù½ðµÄÔ¤ÆÚ·çÏÕºÍÔ¤ÆÚÊÕÒæ¸ßÓÚ»ìºÏÐÍ»ù½ð¡¢Õ®È¯ÐÍ»ù½ðºÍ»õ±ÒÊг¡»ù
½ð£¬ÊôÓÚ¸ßÔ¤ÆÚ·çÏÕ¡¢¸ßÔ¤ÆÚÊÕÒæµÄ¿ª·Åʽ»ù½ð¡£
Ͷ×ÊÓзçÏÕ£¬Í¶×ÊÈËÔÚ½øÐÐͶ×ʾö²ßÇ°£¬Çë×ÐϸÔĶÁ±¾»ù½ðµÄ¡¶ÕÐļ˵Ã÷Êé¡·¡¢
¡¶»ù½ðºÏͬ¡·¡¢»ù½ð²úÆ·×ÊÁϸÅÒªµÈÐÅÏ¢Åû¶Îļþ£¬Á˽â»ù½ðµÄ·çÏÕÊÕÒæÌØÕ÷£¬
²¢¸ù¾Ý×ÔÉíµÄͶ×ÊÄ¿µÄ¡¢Í¶×ÊÆÚÏÞ¡¢Í¶×ʾÑé¡¢×ʲú×´¿öµÈÅжϱ¾»ù½ðÊÇ·ñºÍ×Ô
ÉíµÄ·çÏÕ³ÐÊÜÄÜÁ¦ÏàÊÊÓ¦¡£
»ù½ðµÄ¹ýÍùÒµ¼¨²¢²»´ú±íÆäδÀ´±íÏÖ¡£»ù½ð¹ÜÀíÈ˹ÜÀíµÄÆäËû»ù½ðµÄÒµ¼¨²»
¹¹³Éлù½ðÒµ¼¨±íÏֵı£Ö¤¡£»ù½ð¹ÜÀíÈËÌáÐÑͶ×ÊÈË»ù½ðͶ×ʵġ°ÂòÕß×Ô¸º¡±Ô
Ôò£¬ÔÚͶ×ÊÈË×÷³öͶ×ʾö²ßºó£¬»ù½ðÔËӪ״¿öÓë»ù½ð¾»Öµ±ä»¯ÒýÖµÄͶ×Ê·çÏÕ£¬
ÓÉͶ×ÊÈË×ÔÐиºÔð¡£
±¾´ÎÕÐļ˵Ã÷ÊéËùÔØÄÚÈݸüнØÖ¹ÈÕΪ2021Äê3ÔÂ12ÈÕ£¬ÓйزÆÎñÊý¾ÝºÍ
¾»Öµ±íÏÖ½ØÖ¹ÈÕΪ2020Äê12ÔÂ31ÈÕ£¨²ÆÎñÊý¾Ýδ¾Éó¼Æ£©¡£
Ŀ ¼
µÚÒ»²¿·Ö Ç°ÑÔ ............................................................................................................................. 1
µÚ¶þ²¿·Ö ÊÍÒå ............................................................................................................................. 2
µÚÈý²¿·Ö »ù½ð¹ÜÀíÈË .................................................................................................................. 7
µÚËIJ¿·Ö »ù½ðÍйÜÈË ................................................................................................................ 17
µÚÎ岿·Ö Ïà¹Ø·þÎñ»ú¹¹ ............................................................................................................ 22
µÚÁù²¿·Ö »ù½ðµÄļ¼¯ ................................................................................................................ 44
µÚÆß²¿·Ö »ù½ðºÏͬµÄÉúЧ ........................................................................................................ 45
µÚ°Ë²¿·Ö »ù½ð·Ý¶îµÄÉ깺ÓëÊê»Ø ............................................................................................ 46
µÚ¾Å²¿·Ö »ù½ðµÄͶ×Ê ................................................................................................................ 56
µÚÊ®²¿·Ö »ù½ðµÄÒµ¼¨ ................................................................................................................ 68
µÚʮһ²¿·Ö »ù½ðµÄ²Æ²ú ............................................................................................................ 69
µÚÊ®¶þ²¿·Ö »ù½ð×ʲú¹ÀÖµ ........................................................................................................ 70
µÚÊ®Èý²¿·Ö »ù½ðµÄÊÕÒæÓë·ÖÅä ................................................................................................ 76
µÚÊ®ËIJ¿·Ö »ù½ð·ÑÓÃÓëË°ÊÕ .................................................................................................... 78
µÚÊ®Î岿·Ö »ù½ðµÄ»á¼ÆÓëÉó¼Æ ................................................................................................ 81
µÚÊ®Áù²¿·Ö »ù½ðµÄÐÅÏ¢Åû¶ .................................................................................................... 82
µÚÊ®Æß²¿·Ö ·çÏÕ½Òʾ ................................................................................................................ 89
µÚÊ®°Ë²¿·Ö »ù½ðºÏͬµÄ±ä¸ü¡¢ÖÕÖ¹Óë»ù½ð²Æ²úµÄÇåËã ........................................................ 95
µÚÊ®¾Å²¿·Ö ¡¶»ù½ðºÏͬ¡·µÄÄÚÈÝÕªÒª .................................................................................... 97
µÚ¶þÊ®²¿·Ö ¡¶ÍйÜÐÒé¡·µÄÄÚÈÝÕªÒª .................................................................................. 114
µÚ¶þʮһ²¿·Ö ¶Ô»ù½ð·Ý¶î³ÖÓÐÈ˵ķþÎñ .............................................................................. 136
µÚ¶þÊ®¶þ²¿·Ö ÆäËûÓ¦Åû¶ÊÂÏî .............................................................................................. 138
µÚ¶þÊ®Èý²¿·Ö ÕÐļ˵Ã÷ÊéµÄ´æ·Å¼°²éÔÄ·½Ê½ ...................................................................... 140
µÚ¶þÊ®ËIJ¿·Ö ±¸²éÎļþ .......................................................................................................... 141
µÚÒ»²¿·Ö Ç°ÑÔ
¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù
½ðÕÐļ˵Ã÷Êé¡·£¨ÒÔϼò³Æ¡°±¾ÕÐļ˵Ã÷Ê顱£©ÒÀ¾Ý¡¶ÖлªÈËÃñ¹²ºÍ¹úºÏͬ·¨¡·£¨ÒÔ
ϼò³Æ¡°¡¶ºÏͬ·¨¡·¡±£©¡¢¡¶ÖлªÈËÃñ¹²ºÍ¹ú֤ȯͶ×Ê»ù½ð·¨¡·£¨ÒÔϼò³Æ¡°¡¶»ù½ð·¨¡·¡±£©¡¢
¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÔË×÷¹ÜÀí°ì·¨¡·£¨ÒÔϼò³Æ¡°¡¶ÔË×÷°ì·¨¡·¡±£©¡¢¡¶¹«¿ªÄ¼
¼¯Ö¤È¯Í¶×Ê»ù½ðÏúÊÛ»ú¹¹¼à¶½¹ÜÀí°ì·¨¡·£¨ÒÔϼò³Æ¡°¡¶ÏúÊÛ°ì·¨¡·¡±£©¡¢¡¶¹«¿ªÄ¼
¼¯Ö¤È¯Í¶×Ê»ù½ðÐÅÏ¢Åû¶¹ÜÀí°ì·¨¡·£¨ÒÔϼò³Æ¡°¡¶ÐÅÏ¢Åû¶°ì·¨¡·¡±£©¡¢¡¶¹«¿ªÄ¼
¼¯¿ª·Åʽ֤ȯͶ×Ê»ù½ðÁ÷¶¯ÐÔ·çÏÕ¹ÜÀí¹æ¶¨¡·£¨ÒÔϼò³Æ¡°¡¶Á÷¶¯ÐÔ·çÏÕ¹ÜÀí¹æ
¶¨¡·¡±£©¡¢¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÔË×÷Ö¸ÒýµÚ3ºÅ¡ª¡ªÖ¸Êý»ù½ðÖ¸Òý¡·£¨ÒÔϼò³Æ
¡°¡¶Ö¸Êý»ù½ðÖ¸Òý¡·¡±£©ºÍÆäËûÓйط¨ÂÉ·¨¹æµÄ¹æ¶¨ÒÔ¼°¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐ
Å̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð»ù½ðºÏͬ¡·£¨ÒÔϼò³Æ¡°»ù½ð
ºÏͬ¡±»ò¡°¡¶»ù½ðºÏͬ¡·¡±£©±àд¡£
±¾ÕÐļ˵Ã÷Êé²ûÊöÁ˹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊýÖ¤
ȯͶ×Ê»ù½ðÁª½Ó»ù½ðµÄͶ×ÊÄ¿±ê¡¢²ßÂÔ¡¢·çÏÕ¡¢·ÑÂʵÈÓëͶ×ÊÈËͶ×ʾö²ßÓйصÄ
È«²¿±ØÒªÊÂÏͶ×ÊÈËÔÚ×÷³öͶ×ʾö²ßÇ°Ó¦×ÐϸÔĶÁ±¾ÕÐļ˵Ã÷Êé¡£
±¾»ù½ð¹ÜÀíÈ˳Ðŵ±¾ÕÐļ˵Ã÷Êé²»´æÔÚÈκÎÐé¼Ù¼ÇÔØ¡¢Îóµ¼ÐÔ³ÂÊö»òÕßÖØ´ó
ÒÅ©£¬²¢¶ÔÆäÕæʵÐÔ¡¢×¼È·ÐÔ¡¢ÍêÕûÐԳе£·¨ÂÉÔðÈΡ£±¾»ù½ðÊǸù¾Ý±¾ÕÐļ˵Ã÷
ÊéËùÔØÃ÷µÄ×ÊÁÏÉêÇëļ¼¯µÄ¡£±¾ÕÐļ˵Ã÷ÊéÓɹúÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾¸ºÔð½â
ÊÍ¡£±¾»ù½ð¹ÜÀíÈËûÓÐίÍлòÊÚȨÈκÎÆäËûÈËÌṩδÔÚ±¾ÕÐļ˵Ã÷ÊéÖÐÔØÃ÷µÄÐÅ
Ï¢£¬»ò¶Ô±¾ÕÐļ˵Ã÷Êé×÷ÈκνâÊÍ»òÕß˵Ã÷¡£
±¾ÕÐļ˵Ã÷Êé¸ù¾Ý±¾»ù½ðµÄ»ù½ðºÏͬ±àд£¬²¢¾ÖйúÖ¤¼à»á×¢²á¡£»ù½ðºÏͬ
ÊÇÔ¼¶¨»ù½ðµ±ÊÂÈËÖ®¼äȨÀû¡¢ÒåÎñµÄ·¨ÂÉÎļþ¡£»ù½ðͶ×ÊÈËÒÀ¾Ý»ù½ðºÏͬȡµÃ»ù
½ð·Ý¶î£¬¼´³ÉΪ»ù½ð·Ý¶î³ÖÓÐÈ˺ͱ¾»ù½ð»ù½ðºÏͬµÄµ±ÊÂÈË£¬Æä³ÖÓлù½ð·Ý¶îµÄ
ÐÐΪ±¾Éí¼´±íÃ÷Æä¶Ô»ù½ðºÏͬµÄ³ÐÈϺͽÓÊÜ£¬²¢°´ÕÕ¡¶»ù½ð·¨¡·¡¢»ù½ðºÏͬ¼°Æä
ËûÓйع涨ÏíÓÐȨÀû¡¢³Ðµ£ÒåÎñ¡£»ù½ðͶ×ÊÈËÓûÁ˽â»ù½ð·Ý¶î³ÖÓÐÈ˵ÄȨÀûºÍÒå
Îñ£¬Ó¦Ïêϸ²éÔÄ»ù½ðºÏͬ¡£
±¾¸üÐÂÕÐļ˵Ã÷ÊéËùÔØÄÚÈݽØÖ¹ÈÕΪ2020Äê12ÔÂ31ÈÕ£¬ÓйزÆÎñÊý¾ÝºÍ
¾»Öµ±íÏÖ½ØÖ¹ÈÕΪ2020Äê12ÔÂ31ÈÕ£¨²ÆÎñÊý¾Ýδ¾Éó¼Æ£©¡£
µÚ¶þ²¿·Ö ÊÍÒå
ÔÚ±¾ÕÐļ˵Ã÷ÊéÖУ¬³ý·ÇÎÄÒâÁíÓÐËùÖ¸£¬ÏÂÁдÊÓï»ò¼ò³Æ¾ßÓÐÈçϺ¬Ò壺
1¡¢»ù½ð»ò±¾»ù½ð£ºÖ¸¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý
֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð
2¡¢»ù½ð¹ÜÀíÈË£ºÖ¸¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾
3¡¢»ù½ðÍйÜÈË£ºÖ¸ÖÐÐÅ֤ȯ¹É·ÝÓÐÏÞ¹«Ë¾
4¡¢»ù½ðºÏͬ£ºÖ¸¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊýÖ¤
ȯͶ×Ê»ù½ðÁª½Ó»ù½ð»ù½ðºÏͬ¡·¼°¶Ô»ù½ðºÏͬµÄÈκÎÓÐЧÐÞ¶©ºÍ²¹³ä
5¡¢ÍйÜÐÒ飺ָ»ù½ð¹ÜÀíÈËÓë»ù½ðÍйÜÈ˾ͱ¾»ù½ðÇ©¶©Ö®¡¶¹úÊÙ°²±£¹úÖ¤
´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ðÍйÜÐÒé¡·¼°¶Ô¸Ã
ÍйÜÐÒéµÄÈκÎÓÐЧÐÞ¶©ºÍ²¹³ä
6¡¢ÕÐļ˵Ã÷Êé»ò±¾ÕÐļ˵Ã÷Ê飺ָ¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»
Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ðÕÐļ˵Ã÷Êé¡·¼°Æä¸üÐÂ
7¡¢»ù½ð²úÆ·×ÊÁϸÅÒª£ºÖ¸¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·Å
ʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð»ù½ð²úÆ·×ÊÁϸÅÒª¡·¼°Æä¸üУ¨¹ØÓÚ±¾»ù½ð²úÆ·×Ê
ÁϸÅÒªµÄ±àÖÆ¡¢Åû¶Óë¸üÐÂÒªÇó£¬×î³Ù½«×Ô2020Äê9ÔÂ1ÈÕÆðÖ´ÐУ©
8¡¢»ù½ð·Ý¶î·¢ÊÛ¹«¸æ£ºÖ¸¡¶¹úÊÙ°²±£¹úÖ¤´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·Å
ʽָÊý֤ȯͶ×Ê»ù½ðÁª½Ó»ù½ð»ù½ð·Ý¶î·¢ÊÛ¹«¸æ¡·
9¡¢·¨ÂÉ·¨¹æ£ºÖ¸ÖйúÏÖÐÐÓÐЧ²¢¹«²¼ÊµÊ©µÄ·¨ÂÉ¡¢ÐÐÕþ·¨¹æ¡¢¹æ·¶ÐÔÎļþ¡¢
˾·¨½âÊÍ¡¢ÐÐÕþ¹æÕÂÒÔ¼°ÆäËû¶Ô»ù½ðºÏͬµ±ÊÂÈËÓÐÔ¼ÊøÁ¦µÄ¾ö¶¨¡¢¾öÒ顢֪ͨµÈ
10¡¢¡¶»ù½ð·¨¡·£ºÖ¸2003Äê10ÔÂ28ÈÕ¾µÚÊ®½ìÈ«¹úÈËÃñ´ú±í´ó»á³£ÎñίԱ
»áµÚÎå´Î»áÒéͨ¹ý£¬¾2012Äê12ÔÂ28ÈÕµÚʮһ½ìÈ«¹úÈËÃñ´ú±í´ó»á³£ÎñίԱ
»áµÚÈýÊ®´Î»áÒéÐÞ¶©£¬×Ô2013Äê6ÔÂ1ÈÕÆðʵʩ£¬²¢¾2015Äê4ÔÂ24ÈÕµÚ
Ê®¶þ½ìÈ«¹úÈËÃñ´ú±í´ó»á³£ÎñίԱ»áµÚÊ®ËĴλáÒ顶ȫ¹úÈËÃñ´ú±í´ó»á³£ÎñίԱ
»á¹ØÓÚÐ޸ģ¼ÖлªÈËÃñ¹²ºÍ¹ú¸Û¿Ú·¨£¾µÈÆß²¿·¨Âɵľö¶¨¡·ÐÞÕýµÄ¡¶ÖлªÈËÃñ¹²
ºÍ¹ú֤ȯͶ×Ê»ù½ð·¨¡·¼°°ä²¼»ú¹Ø¶ÔÆ䲻ʱ×ö³öµÄÐÞ¶©
11¡¢¡¶ÏúÊÛ°ì·¨¡·£ºÖ¸ÖйúÖ¤¼à»á2020Äê8ÔÂ28ÈÕ°ä²¼¡¢Í¬Äê10ÔÂ1ÈÕʵ
Ê©µÄ¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÏúÊÛ»ú¹¹¼à¶½¹ÜÀí°ì·¨¡·¼°°ä²¼»ú¹Ø¶ÔÆ䲻ʱ×ö³ö
µÄÐÞ¶©
12¡¢¡¶ÐÅÏ¢Åû¶°ì·¨¡·£ºÖ¸ÖйúÖ¤¼à»á2019Äê7ÔÂ26ÈÕ°ä²¼¡¢Í¬Äê9ÔÂ1
ÈÕʵʩµÄ£¬²¢¾2020Äê3ÔÂ20ÈÕÖйúÖ¤¼à»á¡¶¹ØÓÚÐ޸IJ¿·Ö֤ȯÆÚ»õ¹æÕµÄ
¾ö¶¨¡·ÐÞÕýµÄ¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÐÅÏ¢Åû¶¹ÜÀí°ì·¨¡·¼°°ä²¼»ú¹Ø¶ÔÆ䲻ʱ
×ö³öµÄÐÞ¶©
13¡¢¡¶ÔË×÷°ì·¨¡·£ºÖ¸ÖйúÖ¤¼à»á2014Äê7ÔÂ7ÈÕ°ä²¼¡¢Í¬Äê8ÔÂ8ÈÕʵʩ
µÄ¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÔË×÷¹ÜÀí°ì·¨¡·¼°°ä²¼»ú¹Ø¶ÔÆ䲻ʱ×ö³öµÄÐÞ¶©
14¡¢¡¶Á÷¶¯ÐÔ·çÏÕ¹ÜÀí¹æ¶¨¡·£ºÖ¸ÖйúÖ¤¼à»á2017Äê8ÔÂ31ÈÕ°ä²¼¡¢Í¬Äê
10ÔÂ1ÈÕʵʩµÄ¡¶¹«¿ªÄ¼¼¯¿ª·Åʽ֤ȯͶ×Ê»ù½ðÁ÷¶¯ÐÔ·çÏÕ¹ÜÀí¹æ¶¨¡·¼°°ä²¼
»ú¹Ø¶ÔÆ䲻ʱ×ö³öµÄÐÞ¶©
15¡¢¡¶Ö¸Êý»ù½ðÖ¸Òý¡·£ºÖ¸ÖйúÖ¤¼à»á 2021 Äê 1 Ô 22 ÈÕ°ä²¼¡¢Í¬Äê 2 ÔÂ
1ÈÕʵʩµÄ¡¶¹«¿ªÄ¼¼¯Ö¤È¯Í¶×Ê»ù½ðÔË×÷Ö¸ÒýµÚ 3 ºÅ¡ª¡ªÖ¸Êý»ù½ðÖ¸Òý¡·¼°°ä
²¼»ú¹Ø¶ÔÆ䲻ʱ×ö³öµÄÐÞ¶©
16¡¢ÖйúÖ¤¼à»á£ºÖ¸Öйú֤ȯ¼à¶½¹ÜÀíίԱ»á
17¡¢ÒøÐÐÒµ¼à¶½¹ÜÀí»ú¹¹£ºÖ¸ÖйúÈËÃñÒøÐкÍ/»òÖйúÒøÐб£Ïռල¹ÜÀíί
Ô±»á
18¡¢»ù½ðºÏͬµ±ÊÂÈË£ºÖ¸ÊÜ»ù½ðºÏͬԼÊø£¬¸ù¾Ý»ù½ðºÏͬÏíÓÐȨÀû²¢³Ðµ£
ÒåÎñµÄ·¨ÂÉÖ÷Ì壬°üÀ¨»ù½ð¹ÜÀíÈË¡¢»ù½ðÍйÜÈ˺ͻù½ð·Ý¶î³ÖÓÐÈË
19¡¢¸öÈËͶ×ÊÕߣºÖ¸ÒÀ¾ÝÓйط¨ÂÉ·¨¹æ¹æ¶¨¿ÉͶ×ÊÓÚ֤ȯͶ×Ê»ù½ðµÄ×ÔÈ»
ÈË
20¡¢»ú¹¹Í¶×ÊÕߣºÖ¸ÒÀ·¨¿ÉÒÔͶ×Ê֤ȯͶ×Ê»ù½ðµÄ¡¢ÔÚÖлªÈËÃñ¹²ºÍ¹ú¾³
ÄںϷ¨µÇ¼Ç²¢´æÐø»ò¾ÓйØÕþ¸®²¿ÃÅÅú×¼ÉèÁ¢²¢´æÐøµÄÆóÒµ·¨ÈË¡¢ÊÂÒµ·¨ÈË¡¢Éç
»áÍÅÌå»òÆäËû×éÖ¯
21¡¢ºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕߣºÖ¸·ûºÏ¡¶ºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕß¾³ÄÚ֤ȯͶ×ʹÜ
Àí°ì·¨¡·¼°Ïà¹Ø·¨ÂÉ·¨¹æ¹æ¶¨¿ÉÒÔͶ×ÊÓÚÔÚÖйú¾³ÄÚÒÀ·¨Ä¼¼¯µÄ֤ȯͶ×Ê»ù½ðµÄ
Öйú¾³ÍâµÄ»ú¹¹Í¶×ÊÕß
22¡¢ÈËÃñ±ÒºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕߣºÖ¸°´ÕÕ¡¶ÈËÃñ±ÒºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕß¾³
ÄÚ֤ȯͶ×ÊÊÔµã°ì·¨¡·¼°Ïà¹Ø·¨ÂÉ·¨¹æ¹æ¶¨£¬ÔËÓÃÀ´×Ô¾³ÍâµÄÈËÃñ±Ò×ʽð½øÐо³
ÄÚ֤ȯͶ×ʵľ³Íâ·¨ÈË
23¡¢Í¶×ÊÈË¡¢Í¶×ÊÕߣºÖ¸¸öÈËͶ×ÊÕß¡¢»ú¹¹Í¶×ÊÕß¡¢ºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕß
ºÍÈËÃñ±ÒºÏ¸ñ¾³Íâ»ú¹¹Í¶×ÊÕßÒÔ¼°·¨ÂÉ·¨¹æ»òÖйúÖ¤¼à»áÔÊÐí¹ºÂò֤ȯͶ×Ê»ù
½ðµÄÆäËûͶ×ÊÈ˵ĺϳÆ
24¡¢»ù½ð·Ý¶î³ÖÓÐÈË£ºÖ¸ÒÀ»ù½ðºÏͬºÍÕÐļ˵Ã÷ÊéºÏ·¨È¡µÃ»ù½ð·Ý¶îµÄͶ
×ÊÈË
25¡¢Ä¿±êETF¡¢ETF£ºÖ¸¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾¹ÜÀíµÄ¹úÊÙ°²±£¹úÖ¤
´´Òµ°åÖÐÅ̾«Ñ¡88½»Ò×ÐÍ¿ª·ÅʽָÊý֤ȯͶ×Ê»ù½ð£¨¼ò³Æ¹úÊÙ°²±£´´¾«Ñ¡
88ETF£©
26¡¢ETFÁª½Ó»ù½ð¡¢Áª½Ó»ù½ð£ºÖ¸½«Æä¾ø´ó²¿·Ö»ù½ð²Æ²úͶ×ÊÓÚÄ¿±êETF£¬
½ôÃܸú×Ù±êµÄÖ¸Êý±íÏÖ£¬×·Çó¸ú×ÙÆ«Àë¶ÈºÍ¸ú×ÙÎó²î×îС»¯£¬²ÉÓÿª·ÅʽÔË×÷·½
ʽµÄ»ù½ð¡£±¾»ù½ðÊÇÄ¿±êETFµÄETFÁª½Ó»ù½ð
27¡¢»ù½ðÏúÊÛÒµÎñ£ºÖ¸»ù½ð¹ÜÀíÈË»òÏúÊÛ»ú¹¹Ðû´«Íƽé»ù½ð£¬·¢ÊÛ»ù½ð·Ý
¶î£¬°ìÀí»ù½ð·Ý¶îµÄÉ깺¡¢Êê»Ø¡¢×ª»»¡¢×ªÍйܼ°¶¨ÆÚ¶¨¶îͶ×ʵÈÒµÎñ
28¡¢ÏúÊÛ»ú¹¹£ºÖ¸¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾ÒÔ¼°·ûºÏ¡¶ÏúÊÛ°ì·¨¡·ºÍÖÐ
¹úÖ¤¼à»á¹æ¶¨µÄÆäËûÌõ¼þ£¬È¡µÃ»ù½ðÏúÊÛÒµÎñ×ʸñ²¢Óë»ù½ð¹ÜÀíÈËÇ©¶©ÁË»ù½ðÏú
ÊÛ·þÎñÐÒ飬°ìÀí»ù½ðÏúÊÛÒµÎñµÄ»ú¹¹
29¡¢µÇ¼ÇÒµÎñ£ºÖ¸»ù½ðµÇ¼Ç¡¢´æ¹Ü¡¢¹ý»§¡¢ÇåËãºÍ½áËãÒµÎñ£¬¾ßÌåÄÚÈÝ°ü
À¨Í¶×ÊÈË»ù½ðÕË»§µÄ½¨Á¢ºÍ¹ÜÀí¡¢»ù½ð·Ý¶îµÇ¼Ç¡¢»ù½ðÏúÊÛÒµÎñµÄÈ·ÈÏ¡¢ÇåËãºÍ
½áËã¡¢´úÀí·¢·ÅºìÀû¡¢½¨Á¢²¢±£¹Ü»ù½ð·Ý¶î³ÖÓÐÈËÃû²áºÍ°ìÀí·Ç½»Ò×¹ý»§µÈ
30¡¢µÇ¼Ç»ú¹¹£ºÖ¸°ìÀíµÇ¼ÇÒµÎñµÄ»ú¹¹¡£»ù½ðµÄµÇ¼Ç»ú¹¹Îª¹úÊÙ°²±£»ù½ð
¹ÜÀíÓÐÏÞ¹«Ë¾»ò½ÓÊܹúÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾Î¯ÍдúΪ°ìÀíµÇ¼ÇÒµÎñµÄ»ú¹¹
31¡¢»ù½ðÕË»§£ºÖ¸µÇ¼Ç»ú¹¹ÎªÍ¶×ÊÈË¿ªÁ¢µÄ¡¢¼Ç¼Æä³ÖÓеġ¢»ù½ð¹ÜÀíÈË
Ëù¹ÜÀíµÄ»ù½ð·Ý¶îÓà¶î¼°Æä±ä¶¯Çé¿öµÄÕË»§
32¡¢»ù½ð½»Ò×ÕË»§£ºÖ¸ÏúÊÛ»ú¹¹ÎªÍ¶×ÊÈË¿ªÁ¢µÄ¡¢¼Ç¼Ͷ×ÊÈËͨ¹ý¸ÃÏúÊÛ
»ú¹¹°ìÀíÈϹº¡¢É깺¡¢Êê»Ø¡¢×ª»»¡¢×ªÍйܵÈÒµÎñ¶øÒýÆðµÄ»ù½ð·Ý¶î±ä¶¯¼°½áÓà
Çé¿öµÄÕË»§
33¡¢»ù½ðºÏͬÉúЧÈÕ£ºÖ¸»ù½ðļ¼¯´ïµ½·¨ÂÉ·¨¹æ¹æ¶¨¼°»ù½ðºÏͬ¹æ¶¨µÄÌõ
¼þ£¬»ù½ð¹ÜÀíÈËÏòÖйúÖ¤¼à»á°ìÀí»ù½ð±¸°¸ÊÖÐøÍê±Ï£¬²¢»ñµÃÖйúÖ¤¼à»áÊéÃæÈ·
ÈϵÄÈÕÆÚ
34¡¢»ù½ðºÏͬÖÕÖ¹ÈÕ£ºÖ¸»ù½ðºÏͬ¹æ¶¨µÄ»ù½ðºÏͬÖÕÖ¹ÊÂÓɳöÏֺ󣬻ù½ð
²Æ²úÇåËãÍê±Ï£¬ÇåËã½á¹û±¨ÖйúÖ¤¼à»á±¸°¸²¢ÓèÒÔ¹«¸æµÄÈÕÆÚ
35¡¢»ù½ðļ¼¯ÆÚ£ºÖ¸×Ô»ù½ð·Ý¶î·¢ÊÛÖ®ÈÕÆðÖÁ·¢ÊÛ½áÊøÖ®ÈÕÖ¹µÄÆڼ䣬×î
³¤²»µÃ³¬¹ý3¸öÔÂ
36¡¢´æÐøÆÚ£ºÖ¸»ù½ðºÏͬÉúЧÖÁÖÕÖ¹Ö®¼äµÄ²»¶¨ÆÚÆÚÏÞ
37¡¢¹¤×÷ÈÕ£ºÖ¸ÉϺ£Ö¤È¯½»Ò×Ëù¡¢ÉîÛÚ֤ȯ½»Ò×ËùµÄÕý³£½»Ò×ÈÕ
38¡¢TÈÕ£ºÖ¸ÏúÊÛ»ú¹¹Ôڹ涨ʱ¼äÊÜÀíͶ×ÊÈËÉ깺¡¢Êê»Ø»òÆäËûÒµÎñÉêÇëµÄ
¿ª·ÅÈÕ
39¡¢T+nÈÕ£ºÖ¸×ÔTÈÕÆðµÚn¸ö¹¤×÷ÈÕ£¨²»°üº¬TÈÕ£©
40¡¢¿ª·ÅÈÕ£ºÖ¸ÎªÍ¶×ÊÈË°ìÀí»ù½ð·Ý¶îÉ깺¡¢Êê»Ø»òÆäËûÒµÎñµÄ¹¤×÷ÈÕ
41¡¢¿ª·Åʱ¼ä£ºÖ¸¿ª·ÅÈÕ»ù½ð½ÓÊÜÉ깺¡¢Êê»Ø»òÆäËû½»Ò×µÄʱ¼ä¶Î
42¡¢¡¶ÒµÎñ¹æÔò¡·£ºÖ¸¡¶¹úÊÙ°²±£»ù½ð¹ÜÀíÓÐÏÞ¹«Ë¾¿ª·Åʽ»ù½ðÒµÎñ¹æÔò¡·£¬
Êǹ淶»ù½ð¹ÜÀíÈËËù¹ÜÀíµÄ¿ª·Åʽ֤ȯͶ×Ê»ù½ðµÇ¼Ç·½ÃæµÄÒµÎñ¹æÔò£¬ÓÉ»ù½ð¹Ü
ÀíÈ˺ÍͶ×ÊÈ˹²Í¬×ñÊØ
43¡¢ÈϹº£ºÖ¸ÔÚ»ù½ðļ¼¯ÆÚÄÚ£¬Í¶×ÊÈ˸ù¾Ý»ù½ðºÏͬºÍÕÐļ˵Ã÷ÊéµÄ¹æ¶¨
ÉêÇ빺Âò»ù½ð·Ý¶îµÄÐÐΪ
44¡¢É깺£ºÖ¸»ù½ðºÏͬÉúЧºó£¬Í¶×ÊÈ˸ù¾Ý»ù½ðºÏͬºÍÕÐļ˵Ã÷ÊéµÄ¹æ¶¨
ÉêÇ빺Âò»ù½ð·Ý¶îµÄÐÐΪ
45¡¢Êê»Ø£ºÖ¸»ù½ðºÏͬÉúЧºó£¬»ù½ð·Ý¶î³ÖÓÐÈË°´»ù½ðºÏͬºÍÕÐļ˵Ã÷Êé
¹æ¶¨µÄÌõ¼þÒªÇ󽫻ù½ð·Ý¶î¶Ò»»ÎªÏÖ½ðµÄÐÐΪ
46¡¢»ù½ðת»»£ºÖ¸»ù½ð·Ý¶î³ÖÓÐÈË°´ÕÕ»ù½ðºÏͬºÍ»ù½ð¹ÜÀíÈ˽ìʱÓÐЧ¹«
¸æ¹æ¶¨µÄÌõ¼þ£¬ÉêÇ뽫Æä³ÖÓлù½ð¹ÜÀíÈ˹ÜÀíµÄ¡¢Ä³Ò»»ù½