【导读】IPE发布“2025全球资管500强”,9家中国机构入榜,国寿资产跻身30强
IPE Releases "2025 Global Asset Management Top 500", 9 Chinese Institutions on the List, China Life Assets Among Top 30
中国基金报记者 吴娟娟 China Fund News Reporter Wu Juanjuan
6月18日,欧洲知名出版集团“欧洲投资与养老金”(Investment&Pension Europe-IPE)发布的年度重磅榜单“2025全球资管500强”显示,国寿资产跻身全球30强,位列全球第29名,亚洲第2名,取得重大突破。
On June 18, the annual important list "2025 Global Asset Management 500" released by Investment&Pension Europe (IPE), a well-known European publishing group, showed that China Life Assets among the world's top 30, ranked 29th in the world, Asia's second, a major breakthrough.
整体而言,中国机构全球排位显著提升。9家中国机构跻身全球100强,包含4家基金公司、3家保险资产管理公司、2家理财公司。
Overall, the global ranking of Chinese institutions has improved significantly. 9 Chinese institutions were ranked among the global top 100, including 4 fund companies, 3 insurance asset management companies and 2 wealth management companies.
国寿资产跻身30强 National Life Assets among top 30
全球500强资产管理规模再创新高。 Global 500 Asset Under Management Reaches New Highs.
IPE数据显示,截至2024年底,全球500强资产管理机构总规模达129万亿欧元,较上年增长18.8%,创历史新高。以贝莱德集团(BlackRock)为首的全球前十大资管机构规模提升20.4%,掌控500强管理总规模的35.7%,排名基本未变。“万亿欧元俱乐部”扩容,已有25家资管公司管理资产达或超过1万亿欧元,市场集中度持续提升,行业两极分化趋势日益凸显。
IPE data show that by the end of 2024, the total size of the global top 500 asset management organizations reached 129 trillion euros, an increase of 18.8% over the previous year, a record high. BlackRock Group (BlackRock), led by the world's top ten asset management institutions to enhance the size of 20.4%, controlling the top 500 management of 35.7% of the total size of the rankings remain basically unchanged. The "trillion euro club" expanded, with 25 asset management companies having assets under management reaching or exceeding 1 trillion euros, market concentration continued to rise, and the trend of polarization in the industry became increasingly prominent.
今年数据的一大亮点是,国寿资产跻身全球顶级资管行列。中国人寿资产管理有限公司首次进入全球30强,位列全球第29名,亚洲第2名,成为首家挺进全球30强的中国资产管理机构,标志着中国资管行业在国际舞台取得历史性突破。记者获悉,统计口径方面,中国机构资产管理规模数据来自机构或母公司公开披露数据、年度报告,以及机构向IPE或者爱鹏提交的数据。
One of the highlights of this year's data is that China Life Asset is among the top global asset management. China Life Asset Management Co., Ltd. entered the global top 30 for the first time, ranking 29th globally and 2nd in Asia, becoming the first Chinese asset management organization to enter the global top 30, marking a historic breakthrough for China's asset management industry in the international arena. The reporter was informed that, in terms of statistical caliber, the data on the asset management scale of Chinese institutions come from the public disclosure data of the institutions or parent companies, annual reports, and the data submitted by the institutions to IPE or Aipeng.
整体来看,2024年,中国资产管理机构经历了质的飞跃:本年度,共有57家中国资管机构参评,截至2024年底,中国参评机构总管理规模约85.8万亿元人民币,实现近15%的强劲增长;平均排名较上年提升7位,其中37家机构排名上升,2家持平,仅9家下滑。
Overall, China's asset management institutions experienced a qualitative leap in 2024: this year, 57 Chinese asset management institutions participated in the evaluation, and as of the end of 2024, the total management scale of China's participating institutions was about RMB 85.8 trillion, achieving a strong growth of nearly 15%; the average ranking improved by 7 places compared with that of the previous year, with 37 institutions rising in the rankings, 2 remaining the same, and only 9 declining.
IPE指出,2025年榜单显示,头部资产管理机构凭借战略优势继续划分巨大市场份额,强化行业“马太效应”。一方面,全球500强资产管理公司总体资产管理规模达到历史高位,贝莱德、先锋领航、富达等头部机构,在市场份额及吸金能力方面领先。另一方面,行业分化加剧,中小型管理者面临竞争压力,市场份额和利润率或继续下滑。行业正在迈向“越大越强”的结构转型,投资者偏好集中于大型、稳健、风险分散的资管机构,中小资管公司则面临、差异化、专业化经营的压力。
IPE pointed out that the 2025 list shows that the top asset management organizations continue to divide the huge market share by virtue of their strategic advantages, which strengthens the "Matthew effect" of the industry. On the one hand, the overall asset management scale of the top 500 global asset management companies has reached a historical high, and the headline organizations such as BlackRock, Pioneer Pilot, Fidelity, etc., are leading in terms of market share and ability to absorb money. On the other hand, the industry is becoming more differentiated, and small and medium-sized managers are facing competitive pressure, and their market share and profit margins may continue to decline. The industry is moving towards a structural transformation of "the bigger the stronger", with investors preferring to focus on large, stable and risk-diversified asset management institutions, while small and medium-sized asset management companies are facing pressure to differentiate and specialize their operations.
IPE在中国的独家合作机构“爱鹏(北京)信息科技有限公司”(以下简称“爱鹏”)创始人胡砚表示,2024年,共有57家中国资产管理机构参与IPE全球资产管理500强排名,涵盖公募基金管理公司(22家)、保险资产管理公司(12家)、理财公司(17家)和证券公司及养老金保险公司(共6家)。
Hu Yan, founder of Aipeng (Beijing) Information Technology Co., Ltd ("Aipeng"), the exclusive partner of IPE in China, said that in 2024, a total of 57 Chinese asset managers will participate in the IPE Global Asset Management 500 ranking, including public fund management companies (22), insurance asset management companies (12), securities companies and pension insurance companies (6). In 2024, a total of 57 Chinese asset management organizations will participate in the IPE Global Asset Management 500 ranking, including public fund management companies (22), insurance asset management companies (12), wealth management companies (17), and securities companies and pension insurance companies (6 in total).
9家中国机构跻身全球100强 9 Chinese organizations among the top 100 in the world
9家中国机构跻身全球100强,包含4家基金公司、3家保险资产管理公司、2家理财公司。其中,易方达基金、华夏基金、南方基金、工银瑞信分别位列全球第61名、第80名、第82名和第96名;国寿资产、平安资管、泰康资产分别位列全球第29名、第33名和第52名;招银理财、兴银理财分别位列全球第83名和第90名。
Nine Chinese institutions were among the top 100 global institutions, including four fund companies, three insurance asset management companies and two wealth management companies. Among them, Efatar Fund, Huaxia Fund, China Southern Fund and ICBC Credit Suisse ranked 61st, 80th, 82nd and 96th globally respectively; Guoshou Asset, Ping An Asset Management and Taikang Asset ranked 29th, 33rd and 52nd globally; and China Merchants Bank and Xingyin Wealth Management ranked 83rd and 90th globally respectively.
“2025全球资管500强”榜单显示,头部中国机构稳中有进,国寿资产、平安资管、泰康资产与易方达基金均保持高速增长;泰康资产、华夏基金、南方基金、工银瑞信基金在2024年实现了22%至36.5%的管理规模增长,全球排名大幅跃升。其中,华夏基金排名较上一年提升21位,排名提升幅度在全球100强的中国机构中位居前列。
The "2025 Global Asset Management 500" list shows that the headline Chinese institutions are making steady progress, with Guoshou Asset, Ping An Asset Management, Taikang Asset and Efonda Fund maintaining high growth; Taikang Asset, Huaxia Fund, Nanfang Fund and ICBC Credit Suisse Fund realizing a 22% to 36.5% growth in the size under management in 2024, with a significant jump in the global ranking. The global ranking jumped significantly. Among them, Huaxia Fund ranked 21 places higher than the previous year, and its ranking improvement was among the top 100 Chinese institutions in the world.
资管细分行业方面,银行理财子公司整体表现优异,平均规模增长22.6%。国有大行理财子公司强势上位,如交银理财跃升30位、农银理财排名提升18位。
In terms of asset management sub-sectors, bank wealth management subsidiaries as a whole performed well, with an average size growth of 22.6%. The wealth management subsidiaries of large state-owned banks have risen strongly to the top, such as Bank of Communications Wealth Management jumping 30 places and Agricultural Bank of China Wealth Management improving its ranking by 18 places.
保险资产管理公司为“中国资产管理行业”重要主力军之一,体现耐心资本与绝对收益策略优势。国寿、平安、泰康三大公司平均增长17.6%,行业整体平均增长19%。第三方业务成新引擎,如泰康资产第三方业务占比突破35%,带动总规模增长25.5%。
Insurance asset management companies are one of the key players in China's asset management industry, reflecting the advantages of patient capital and absolute return strategies. The average growth rate of China Life, Ping An and Taikang was 17.6%, while the average growth rate of the industry as a whole was 19%. Third-party business has become a new engine, for example, the proportion of third-party business of Taikang Asset exceeded 35%, driving the total scale growth of 25.5%.
公募基金公司中,易方达、华夏基金、南方基金、工银瑞信跻身全球100强,分别位列全球第61名、第80名、第82名和第96名。进入100~200名区间的公募基金公司有:广发基金、博时基金、富国基金、嘉实基金、建信基金、鹏华基金、天弘基金、汇添富基金、国泰基金、银华基金。
Among the public fund companies, Efonda, Huaxia Fund, China Southern Fund and ICBC Credit Suisse are among the top 100 in the world, ranking 61st, 80th, 82nd and 96th in the world respectively. The public fund companies that entered the range of 100 to 200 are: Guangfa Fund, Bosera Fund, Wells Fargo Fund, Harvest Fund, Jianxin Fund, Penghua Fund, Tianhong Fund, Huitianfu Fund, Guotai Fund and Yinhua Fund.
爱鹏评论表示,2024年,中国资产管理行业实现了质的飞跃,整体实力显著提升。随着中国金融市场进一步开放、居民财富持续积累,中国资产管理机构有望在全球资管体系中持续提升影响力,逐步缩小与国际巨头之间的差距,在全球舞台上扮演着愈发重要的角色。
In 2024, China's asset management industry has made a qualitative leap and its overall strength has improved significantly, says Aipeng Review. With the further opening of China's financial market and the continued accumulation of residents' wealth, Chinese asset management organizations are expected to continue to increase their influence in the global asset management system, gradually narrowing the gap with international giants and playing an increasingly important role on the global stage.
编辑:晨曦
校对:纪元
制作:小茉
审核:陈墨
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