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2024 marks the 20th anniversary of the birth of domestic ETFs. Over the past 20 years, ETFs have started from scratch and have gradually grown from niche products to convenient tools favored by investors with their advantages such as low transaction costs, diversified products, high transparency and traceability. The ETF industry development report released by the Shanghai Stock Exchange in June showed that it took 17 years for the domestic ETF market to reach the second trillion yuan from the establishment of the first ETF in 2004 to the first time the scale of ETFs exceeded one trillion yuan in 2020; and it took only three years for the domestic ETF market to reach the second trillion yuan. Today, ETFs are not only an important tool for investors to allocate assets, but also a solid force to promote the high-quality development of the capital market.

How to meet the needs of investors to use ETFs to achieve diversified asset allocation? On the occasion of the 20th anniversary of the birth of domestic ETFs, Ping An Securities, together with China Fund News and 17 fund companies, jointly launched the 7-week "2024 ETF Summer Peak Competition". The competition officially started on June 11 and ended successfully recently.

From the data, since Ping An Securities held the first ETF competition in 2022, it has received more than one million customers to sign up for the competition, and the response has been enthusiastic. Looking at the list, the contestants have demonstrated the concept of diversified allocation in commodities, cross-border, A-shares, and bonds, and customers with multiple positions account for more than half of this peak competition. It can be seen that the competition not only deeply penetrates the concept of diversified allocation into customers, but also makes Ping An Securities' "three-saving" financial service concept of "saving worry, saving time and saving money" further popular.

Following the trend of index investment, promoting ETFs to become a wealth management allocation tool for residents

In recent years, ETFs have shown a booming development trend in China's capital market. The "ETF Market Development White Paper" released by the Shenzhen Stock Exchange shows that as of the end of June this year, there were 973 domestic ETFs with a total scale of 2.47 trillion yuan, and the number of products and asset scale reached new highs. Among them, the number of ETF (non-monetary) products in Shenzhen and Shanghai was 946, a net increase of 76 from the end of 2023, with a total asset scale of 2.29 trillion yuan, an increase of 442.3 billion yuan from the end of 2023.

In the era of asset allocation, the asset categories that investors can choose from are becoming more and more diverse, including stocks, bonds, cash, overseas, real estate, commodities, alternative investments, etc. Why has ETF become a new investment tool in the capital market? As a special open-end fund, ETF has absorbed the advantages of closed-end funds that can be traded in real time on the same day, and also has the advantages of open-end funds that can be freely subscribed and redeemed. In addition, ETF products have high transparency of holdings and comprehensive coverage of constituent stocks. Through ETFs, it is easy to allocate and switch major asset classes. Therefore, the advantages of using ETFs for diversified asset allocation are highlighted, and it has gradually become a long-term allocation choice and an important wealth management tool for ordinary investors.

Zheng Xia, deputy general manager of Ping An Securities, pointed out that the development of ETFs not only provides a new investment channel for investors, but also brings new opportunities for the wealth management business of securities companies. In the era of wealth management transformation, ETFs, as asset allocation tools, can help securities companies better meet customers' wealth management needs and improve the professionalism of their services.

Under the guidance of this concept, Ping An Securities has formed a clear positioning for hosting the ETF competition, that is, to create a centralized scenario that helps investors build their minds and cultivate cognition. Specifically, Ping An Securities hopes to attract investors' attention to ETF products through the competition, use ETFs to easily configure multiple assets, and promote ETFs to become an important configuration tool for residents' wealth management; on the other hand, it is committed to building an efficient user service platform, working with a number of excellent partners to provide smoother links and better service experience.

Create a diversified ETF product line: The new theme gameplay and functions are well received by players, meeting the differentiated allocation needs of investors

In order to provide investors with an ETF service ecosystem where they can compete, have fun and communicate, Ping An Securities has leveraged its financial technology advantages to design around multiple dimensions including rankings, investment education, institutional services, and investment advisory services. It strives to create a "three-saving" financial service experience that saves "worry, time and money", so that contestants can experience the charm of ETF investment in an entertaining and educational way in this competition.

In terms of ranking, in addition to the overall ranking and weekly ranking, this competition has set up a new player ranking for beginners and a regional ranking for players from different regions in order to motivate investors to participate. In order to encourage customers to diversify their allocation, a new top ten theme yield ranking is launched to compete with the yield of single products with different themes, covering 10 popular themes such as AI, cross-border, gold, medicine, and broad-based. Each theme is equipped with relevant hot spots and industry chain analysis, so that participants can achieve a comprehensive understanding of the track and save time and effort when choosing products.

Looking at the summer competition list, against the backdrop of continued volatility in the A-share market, the highest return rate of the 7-week 2024 ETF Summer Peak Competition champion exceeded 40%. In addition, track masters also performed well in various track themes, with the highest return of a single category exceeding 36%, and the AI ​​theme champion return exceeding 18%, achieving impressive results.

(Play with AI theme profit list)

"Paying attention to the top players on different income lists helps me understand the investment preferences and strategies of market experts, and motivates me to focus more on studying the market and industry." Mr. Zhu, who won the first place with an 18.11% return in the ETF Summer Peak Competition with the theme of "Playing AI", said that this competition not only allows users to compete with various experts through multiple lists, but also enhances users' understanding of the market environment and hot spots in the "Daily Hot Sector" function, providing investors with opportunities to learn investment strategies. "Through the competition, I also intuitively feel everyone's love for investment and the market. I believe that as long as we remain patient and confident in the ups and downs of the market, dawn is just around the corner."

In terms of tools, Ping An Securities has created an "ETF Zone" to solve the problems encountered by investors in purchasing ETFs in a one-stop manner, focusing on the pain points of "not understanding ETFs", "not finding suitable ETF products", and "not knowing how to buy". It has also continuously increased column areas and investment education content that penetrate category cognition, and provided easy-to-use trading tools. In terms of column areas, in order to provide investors with more diverse and diversified assets, Ping An Securities has launched the "Global Assets" and "Track Observation" column areas, combining the market to provide customers with diversified allocation opportunities. In addition to A-shares, customers can also allocate Hong Kong stocks, US stocks, gold and other assets, and invest globally with one click; in terms of trading tools, the "Grid Trading Strategy" tool helps investors screen indexes in a state of volatility, buy low and sell high, and operate in waves to enhance the investment experience.

(Ping An Securities ETF Zone)

In terms of investment education content, we have collaborated with China Fund News and 17 fund companies to co-create columns such as "Taylor is Here" and "Peak Mentor Group", conducted nearly 30 live broadcasts, and invited 25 industry leaders, fund managers, and gold medal investment advisors to provide professional interpretations of hot market conditions to more than 500,000 investors, helping them seize market opportunities.

(Ping An Securities ETF Peak Mentor Group column)

Ms. Xu, who ranked 8th in the ETF Summer Peak Competition, said: "Through Ping An Securities' content push service and the APP strategy trading related functions, I sold the product in time before it fell and obtained good returns." In this regard, she recognized the thoughtful service provided by Ping An Securities for her decision-making during the competition.

Creating a centralized ETF scenario: customer-centric and jointly building an ETF business ecosystem

This year marks the third consecutive year that Ping An Securities has held the ETF competition. Since the first ETF competition was held in 2022, more than one million customers have signed up to participate.

The reason why it is so popular among customers is the core strategy of "scenario-based route", which is to create a centralized scenario for ETF investment, install rich and diverse service information with comprehensive perspectives in the scenario, and let investors obtain the valuable information they are interested in after entering the scenario. In order to create a centralized ETF scenario, Ping An Securities has consciously tilted towards ETF business from team concept to action training, from investment research system to ETF boutique pool construction, and investment advisory portfolio services, and has done a good job in professional service docking and implementation in customer management, improving service capabilities from many aspects.

The healthy development of the ETF market, in addition to the continuous efforts of securities companies, is also inseparable from the concerted efforts of various participants such as funds and third-party institutions. At the ETF Ecosystem Co-construction Conference held last year, Zheng Xia emphasized that Ping An Securities will be customer-oriented, create value with professional services, and unite all parties in the industry to build an ETF business ecosystem. In this year's competition, Ping An Securities actively opened its platform and introduced the professional service capabilities of fund companies to further improve service results, including empowering investment advisors with the investment research views and content live broadcasts of cooperative fund companies, and incorporating them into a unified product service system to serve customers, helping customers understand the characteristics and advantages of ETFs and improve investment skills and investment results.

At the same time, the competition also pays special attention to the investment in publicity. The information dissemination of the competition covers the internal (APP) and external (public accounts, mini programs, new media) channels, the communication channels of cooperative fund companies and financial media, and is exposed and promoted to more than 6 million non-Ping An Securities customers outside the terminal. In addition, the investment education content related to the competition is also open to all users, jointly improving the awareness of ETFs among all citizens and boosting the voice of ETFs in the capital market.

Standing at a new stage of high-quality development in the new era, as a participant and important intermediary institution in the capital market, Ping An Securities will give full play to the advantages of comprehensive financial services to meet customers' diversified investment needs for ETF products. It will also empower technology, focus on business scenarios, build an ETF business ecosystem with the industry, and promote high-quality development of the ETF market.

[Risk Warning] Investment is risky, please be cautious when entering the market.

[Disclaimer] The above information is from public sources and the data are historical statistics. The trading performance and income of the ETF contestants or the rise and fall data of related investment products do not represent the views of Ping An Securities, and do not constitute any investment advice or financial product promotion. Past performance does not indicate future performance. Investors need to make investment decisions independently and bear investment risks independently.

ETF trading involves certain risks and is not suitable for all investors. Before engaging in ETF trading, investors should fully understand the existence of trading risks, ensure that they fully understand the relevant trading rules, and decide whether to participate in the transaction based on their own investment experience, trading goals, financial status, and ability to bear risks.