Fund Company: I really don t have any money

Mondo Social Updated on 2024-01-28

Every Friday there is a big event, I have PTSD, originally Happy Friday is very happy, supervising a Wang Bang, directly let everyone work overtime, but also let many seller partners spend a sleepless night.

The public offering is going to reduce the commission.

Last night, the China Securities Regulatory Commission issued the "Regulations on Strengthening the Management of Public Offering ** Investment *** Transactions" for public consultation, this time mainly for commissions.

It has been criticized before, and ordinary investors are 10,000 25. The commission of **10,000 8 has finally become history.

In principle, ETF trading commission rates are not allowed to exceed the average;Others**, such as active equity, must not exceed twice the market average** trading commission rate.

Citing the data of China's ** newspaper, according to the data calculation in 2022, after the implementation of the "Regulations", the total amount of public offering transaction commissions will be increased by 1886.8 billion yuan fell to 12.6 billion3.6 billion yuan, a decrease of 3303%, saving investors 62The investment cost of 3.2 billion yuan.

Although various rumors have made the commission reduction itself have a certain expectation since the beginning of this year, I can't help but sigh when it really lands, "A grain of ash of the times is a mountain when it falls on everyone's head." ”

Can you still get an ETF and win the world?

This year is a big year for ETFs, and we all say that those who win ETFs win the world.

Not only the best company, but also the agency as well.

In the third quarter of 2023, the list of the top 100 public offerings and sales holdings will be held, and the number of brokerages will account for half.

Compared with the second quarter, the holding scale and proportion of brokerages are the second largest distribution agency after commercial banks, and to some extent, brokerages are indeed the beneficiaries of the great development of ETFs.

Because if the company wants to make the ETF bigger, it must rely on the sales support of the company.

In the margin trading business, the largest source of securities lending is the position of the company index, and the company is also inseparable from the help of the company in the brokerage business.

The company helps the company to complete the marketing task, and the company will complete the transaction volume for the company with a multiple of the sales scale, such as the sales volume of 10 million in exchange for the transaction volume of 2-400 million, but this figure has become more and more exaggerated recently, exaggerated to the point of being a little outrageous.

Now, it's time to explore new models of cooperation.

Supply-side reform of brokers

I have to admit that sell-side researchers are the most diligent group in China, before looking at the statistics of the Financial Associated Press, as of November data, more than 90 brokerages this year have released 180,000 research reports.

It's a pretty explosive number, but if hard work doesn't produce a reasonable value, the practitioners themselves have to question the value of the work.

Although there are a large number of research reports, how many can really be read and can guide investment?From time to time, the pot of Xi students bursts out, and the almighty cp (copy paste)**

At present, the cooperation between the seller and the ** company, the seller provides "service" rather than "research". Now this article is not a bad thing for people who are sincere researchers, and they can focus more on their own work.

Regulators have always hoped to build a first-class investment bank, which must become bigger and stronger, and in the process, it is inevitable to share the cake of small and medium-sized brokerages.

Now that the commission has been reduced, the clearing of small and medium-sized brokerages has entered the countdown, and the supply-side reform of brokerages has begun.

In other words, I have always wondered why the model of buyers paying trading commissions to brokers, renting trading seats from brokerages for trading, and brokerage analysts providing free research services to buyers in exchange for split commissions has always existed

This model, which dates back to the 50s of the 20th century, has been adopted by almost all countries.

It wasn't until 2014 that Europe spearheaded a comprehensive regulatory reform with the introduction of MIFID, which came into force on 3 January 2018 and applies to asset managers registered or having a physical presence in the European Economic Area.

For the first time, MIFID has made a subversive change to the business model of sell-side analysts, and for the first time, the split commission is forcibly untied from the research fee, and the research fee and execution fee are separated, and the research fee is paid separately by the buy-side institution.

Since MIFID, companies can no longer "package" sell-side analysts' investment research consulting fees in trading commissions, and need to provide investors with a breakdown of their fees for purchasing research reports.

Not only that, but the company must also demonstrate the usefulness of the external research it has purchased to show that the sell-side analyst research report has contributed to its investment decisions.

This model is very good but not completely without problems, you think that if the research fee and commission are hard split, it will inevitably produce vicious competition in the research report**, as well as various information disclosure problems.

Therefore, how to reform in the future has to be taken step by step.

Of course, the most uncomfortable thing now is that in addition to the seller's partners, of course, there is wind, the company can only buy wind by itself in the future, the logic of wind price increase is damaged, and the flush ifnd and oriental wealth choice will usher in the first ten years.

Buy-side investment advisory or active equity

As for the impact on the ** industry, it is still unclear, after all, the current core broad-based ETF layout is almost complete, and the impact of commission reduction on the ETF pattern is not yet known.

Some people say that active equity will also be the focus of the company's development, but in fact, it is not easy to say.

Although the active equity commission is still 2 times that of the ordinary commission, the overall cake is also shrinking, coupled with the attitude of ordinary people towards active equity, I really don't know how to do it.

On the contrary, it is a bond product, because it is not subject to the upper limit of 15% transaction commission, and may become a key product for the development of various ** companies in 2024.

At present, there are 11,397 in the whole market, and only 864 bond products, accounting for less than 8%, which should have a lot of room for growth in the future.

Combined with the experience of the United States, the trade-off of commissions and buy-side advisory fees will be a long-term trend, and it is possible that this path will be replicated in China.

Of course, the premise is that A-shares can provide the necessary money-making effect.

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