谢治宇最新发声；顺丰控股获张坤大举加仓丨天赐良基

Group 1: Index Fee Adjustments - Multiple public fund companies received notifications from China Securities Index Co., Ltd. and Shenzhen Securities Information Co., Ltd. regarding the reduction of licensing fees for passive investment index products [1] - The notifications included a reduction in annual basis point rates, a decrease in quarterly minimum fees, an expansion of the range of index products without a quarterly minimum fee, and the cancellation of fixed licensing fees, effective from April 1 [1] Group 2: Fund Suspension Before Holidays - Several funds announced a suspension of subscriptions before the May Day holiday, including those from Anxin Fund, Zheshang Fund, and others, with resumption on May 6 [2] - This suspension primarily affected bond funds, money market funds, and index funds related to interbank certificates of deposit, aimed at protecting investors from potential net value fluctuations due to large inflows seeking capital preservation [2] Group 3: Fund Issuance Data - In April, a total of 127 new funds were issued, with nearly half being index funds, amounting to 36.3 billion units [3] - Equity funds accounted for 66.14% of the new issuances, indicating a strong focus on this area by fund companies [3] - Notably, 11 products had issuance volumes exceeding 1 billion units, collectively representing 72% of the total new fund issuance for the month [3] Group 4: Market Insights from Fund Managers - Xie Zhiyu, a prominent fund manager, highlighted positive changes in the macroeconomic environment and the potential for A-shares and Hong Kong stocks to attract significantly more capital in the future [4] - He emphasized two key investment themes: technology assets benefiting from innovation cycles and dividend-paying stocks that provide stable returns, which are increasingly being recognized for their value [4] Group 5: Significant Fund Holdings - SF Holding disclosed that Zhang Kun's E Fund Blue Chip Select Mixed Fund became a top ten shareholder, holding 35 million shares, representing 0.7% of the company [5] - Compared to the previous year, the fund significantly increased its holdings by 3.179 million shares in the first quarter [7] - Zhu Shaoxing's Fortune Tianhui Growth Mixed Fund also increased its stake in Weigao Medical, holding 5.005 million shares, up from 3.9015 million shares at the end of the previous year [8]