Group 1: Event Overview - The CITIC Securities 2026 Capital Market Summit and China-Saudi Investment Cooperation Forum opened on November 11, 2025, in Beijing, focusing on global macroeconomic policies and investment strategies for 2026 [1] - The summit attracted over 2,000 participants, including experts, scholars, entrepreneurs, and investors from various countries, discussing global economic changes and new investment opportunities [1][8] - This summit is co-hosted by CITIC Securities and the Saudi Stock Exchange, marking the first collaboration between a Chinese brokerage and the Saudi exchange in China [1] Group 2: Strategic Goals of CITIC Securities - CITIC Securities aims to accelerate the development of a "value investment bank" to enhance international market competitiveness and provide sustainable returns to shareholders [2] - The company is committed to becoming a "new quality investment bank" by embedding itself in the national innovation system and enhancing its service capabilities across the entire industry chain [3] - CITIC Securities is also focused on becoming a "digital investment bank," leveraging data-driven strategies and digital transformation to improve customer service and business collaboration [3] Group 3: Saudi Stock Exchange Insights - The Saudi Stock Exchange is one of the fastest-growing capital markets globally, with a significant increase in foreign direct investment from China, reaching nearly $8.3 billion by the end of last year [4] - The exchange has signed memorandums of understanding with Shanghai and Shenzhen stock exchanges to deepen capital flow between China and Saudi Arabia [4] Group 4: Economic Outlook for 2026 - The chief economist of CITIC Securities predicts that 2026 will be a year of foundational strengthening and comprehensive efforts, with GDP growth expected around 5% [5] - The monetary policy in China is anticipated to be accommodative, with a potential 50 basis points reduction in the reserve requirement ratio and continued interest rate cuts [6] - The "new four bulls" logic driving the A-share and Hong Kong markets includes capital inflow, technological innovation, institutional reform, and consumption upgrades [6] Group 5: Forum Discussions - The forum featured two roundtable discussions focusing on "cross-border business and long-term capital cooperation" and "asset allocation outlook: China, Saudi Arabia, and globally," with participation from industry leaders and experts [7][8]

来看详情—— 刘成：加快打造"价值投行、新质投行、数智投行" 峰会首日，中信建投证券党委书记、董事长刘成致辞称，中信建投证券作为资本市场的"国家队"，要以 建设金融强国为使命，为中国式现代化贡献力量，也要为世界的繁荣发展贡献力量。今年是中信建投证 券成立20周年，面向未来，中信建投证券将加快打造"价值投行、新质投行、数智投行"。 刘成提到，中国和沙特相互欣赏、友好往来，特别是2022年两国签署《中沙全面战略伙伴关系协议》 后，双边关系不断推向新高。今年正值中沙建交35周年，双方共同举办投资合作论坛具有特殊的意义。 【导读】中信建投（601066）证券举办2026年资本市场峰会暨中国－沙特投资合作论坛 把脉2026年，重要研判来了！ 11月11日，中信建投证券举办2026年资本市场峰会暨中国－沙特投资合作论坛。此次峰会由中信建投证 券与沙特交易所联合主办，是沙特交易所首次与中资券商在中国内地共同举办投资者峰会。 此次会议主题为"革故鼎新 质赢未来"，来自全球多个国家和地区的企业家、金融家、投资者共同探讨 合作投资机遇。据介绍，首日现场参会人数达2500余人。活动首日现场座无虚席，气氛热烈。 第一，加快打造"价值 ...

Core Viewpoint - The 2026 Capital Market Summit and China-Saudi Investment Cooperation Forum hosted by CITIC Securities aims to explore investment opportunities and strengthen bilateral relations between China and Saudi Arabia, marking a significant milestone in their partnership [1][3]. Group 1: CITIC Securities' Strategic Focus - CITIC Securities aims to enhance its role as a "value investment bank," focusing on international market competition and customer value [3][4]. - The company plans to develop into a "new quality investment bank," emphasizing innovation and high-quality service across the entire investment lifecycle [4]. - CITIC Securities is committed to becoming a "digital investment bank," prioritizing digital transformation and data-driven strategies to meet client needs [4]. Group 2: Economic Outlook for 2026 - The chief economist of CITIC Securities, Huang Wentao, forecasts 2026 as a year of "dual easing" in fiscal and monetary policies, supporting economic stability and growth [5][6]. - GDP growth is expected to be around 5%, driven by policy support, stable domestic demand, and industrial upgrades [6]. - Huang identifies four key drivers for the A-share and Hong Kong markets: capital inflow, technological innovation, institutional reform, and consumption upgrades, which are expected to propel market growth [6]. Group 3: Investment Opportunities - In the commodities sector, Huang highlights gold as a long-term investment opportunity, driven by geopolitical concerns rather than traditional factors like interest rates [8]. - The recent volatility in gold prices should not deter investors, as the long-term outlook remains positive [8].

其强调，"价值投行"是证券机构发展的根本遵循，是建设一流投行的基础，要以更高标准遵守国家法律、监管规范、行业规则、国际惯例，把 金融机构的功能性和盈利性统一起来，把为客户创造价值、为股东创造价值、为员工创造价值和为社会创造价值有机地统一起来。 （图片来源：视觉中国） 蓝鲸新闻11月11日讯（记者 王婉莹）今日，中信建投证券2026年资本市场峰会暨中国-沙特投资合作论坛在北京举行，中信建投证董事长刘成 表示，对标"培育一流投资银行和投资机构"和"专注主业、完善治理、错位发展"要求，面向未来，公司将着力在以下三个方面发力，一是加快 打造"价值投行"，努力走向国际市场竞争前列；二是加快打造"新质投行"，积极有效服务高质量发展；三是加快打造"数智投行"，主动拥抱数 字化时代。 刘成表示，中信建投证券作为"国家队"，将以建设金融强国为使命，重点推进以下三方面工作：一是打造"价值投行"，努力走向国际市场竞争 前列。 要锚定迭代性演进，不断实现自我革新与突破，创新本身就蕴含着对旧有模式的超越与颠覆。证券机构需从传统通道、被动响应式服务向"陪 伴式、主动赋能式"转型，做企业长期主义的合伙人。中信建投证券依托"研究+投资+投行 ...

Core Viewpoint - The conference organized by CITIC Securities focuses on investment cooperation between China and Saudi Arabia, emphasizing the importance of building a strong financial market and enhancing bilateral relations [2][5]. Group 1: Conference Overview - The 2026 Capital Market Summit and China-Saudi Investment Cooperation Forum was held on November 11, with over 2,500 attendees, marking a significant event in the investment landscape [2]. - The theme of the summit was "Reform and Innovation for a Better Future," attracting entrepreneurs, financiers, and investors from various countries to discuss investment opportunities [2]. Group 2: CITIC Securities' Future Strategy - Liu Cheng, Chairman of CITIC Securities, highlighted the company's mission to contribute to both national and global prosperity, aiming to build a "Value Investment Bank," "New Quality Investment Bank," and "Digital Investment Bank" [3][6]. - The "Value Investment Bank" focuses on enhancing customer value and integrating resources to create tailored products and services [6]. - The "New Quality Investment Bank" aims to support high-quality development through an innovative service platform that covers the entire investment lifecycle [6]. - The "Digital Investment Bank" emphasizes the importance of digital transformation and data-driven strategies to meet customer needs [7]. Group 3: Economic Outlook for 2026 - Huang Wentao, Chief Economist at CITIC Securities, predicts that 2026 will be a year of foundational strengthening and comprehensive development, with a focus on innovation and internal demand [9]. - The economic growth forecast for 2026 is around 5%, supported by favorable fiscal and monetary policies [10]. - The "New Four Bulls" in the capital market include capital inflow, technological innovation, institutional reform, and consumption upgrade, which are expected to drive the rise of A-shares and Hong Kong stocks [10]. - Opportunities in sectors such as AI, semiconductors, and renewable energy are highlighted as key areas for investment [10]. Group 4: Commodity Market Insights - Huang Wentao emphasized the long-term investment potential of gold, driven by geopolitical factors rather than traditional economic indicators [11]. - The recent volatility in gold prices should not deter investors, as the outlook remains positive for continued upward movement in gold and silver [11].

作为现代能源系统的重要组成部分，我国储能产业正经历全球爆发期。 一方面，国内储能电芯"一芯难求"，不少头部电池企业均表示工厂已处于满产状态。另一方面，我国储 能企业的海外订单也在暴增，海外市场为我国储能企业提供了新的发展机遇。 近年来，我国新型储能装机规模快速增加，新型储能产业已逐步由商业化初期步入规模化发展阶段。 近日，国家能源局能源节约和科技装备司副司长边广琦表示，截至2025年9月底，我国新型储能装机规 模超过1亿千瓦，占全球总装机比例超过40%，已跃居世界第一。 根据《新型储能规模化建设专项行动方案》提出的目标，到2027年，中国新型储能装机规模将达到1.8 亿千瓦以上，带动项目直接投资约2500亿元，新型储能技术路线仍以锂离子电池储能为主，各类技术路 线及应用场景将进一步丰富。 朱华雷阐述道："全球碳中和目标推动各国加速新能源替代，而风能、太阳能等新能源具有间歇性、波 动性的特点，无法稳定供电。储能作为新能源发电的'配套设施'能解决新能源发电与用电负荷不匹配的 问题，保障电力持续稳定输出。" 中信建投（601066）发表研报称，看好储能全球共振的大趋势不变。国内储能全面迎来经济性拐点，投 资极为旺盛 ...

首先是"资金流入牛"。宏观背景方面，具备资金回流到A股和港股的条件。从市场运行逻辑来看，中国 证监会也鼓励中长期资金入市，当前，以社保和保险公司的资金为代表的长期资金逐渐提高入市比例。 从居民资产配置角度来看，居民正在从实物资产配置逐渐向金融资产配置转变。上述三点印证中国资金 流入是长期的逻辑，且刚刚开始，因此"资金流入牛"注定会促进A股和港股明年仍然是慢牛的格局。 其次是"科技创新牛"。近几年可以看到中国的科技创新不断进步，产业升级也有非常清晰的思路，因此 科技创新和产业升级这只"牛"也是个长期的逻辑。 北京商报讯（记者 李海媛）11月11日，中信建投证券2026年资本市场峰会在北京召开。中信建投证券 首席经济学家黄文涛进行主旨演讲并提到，"新四牛"概念不仅适合短期，从长期来看，逻辑也未有变 化。 三是"制度改革牛"。在新"国九条"的指引之下，以中国证监会为代表的监管机构出台了一系列政策，这 些政策基本及时有效且正面地回应了投资者对资本市场的关心。例如，当前中国资本市场里上市公司的 分红、回购加上增持的数量已超过IPO的规模。中国资本市场真正体现了人民性，从过去所谓的"融资 市"变成了"投资市"，赚钱效应也 ...

（文章来源：证券日报） 证券日报网讯 11月11日晚间，璞泰来发布公告称，中信建投证券作为公司2022年度非公开发行A股股票 的保荐人，并因公司2020年非公开发行股票募集资金尚未使用完毕，承接了2020年非公开发行股票的相 关持续督导工作。中信建投证券指派张帅先生、李立波先生担任公司持续督导期内的保荐代表人。根据 相关规定，持续督导的期间为证券上市当年剩余时间及其后1个完整会计年度，即持续督导期至2024年 12月31日止。鉴于公司2020年非公开发行股票和2022年非公开发行股票募集资金尚未使用完毕，中信建 投证券对公司尚未使用完毕的募集资金仍履行持续督导职责。公司近日收到中信建投证券出具的《关于 更换保荐代表人的函》，李立波先生因近期工作变动，不再继续履行对公司的持续督导职责，中信建投 证券指派赵毅先生接替履行剩余的持续督导工作。 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【中信建投首席：2026年是多维度发展起步年，看好人民币资产】11月11日，中信建投证券2026年峰会 上，首席学家发表演讲。指出2026年总体态势是夯实基础、全面发力的起步年，外部环境为战略反攻 年，结构上是创新育新年。增长动力在于提振内需、建设强大国内市场，政策上财政和货币政策更积 极、呈双宽松，风险挑战方面是风险收敛年。其看好与"十五五"主线携手前行的人民币资产。 ...

这场国内券商与沙特交易所的首次联袂盛会，吸引了沙特资本市场管理局代表、全球多家上市公司高管 及投资机构参与。 刘成在开幕致辞中系统阐述了"价值投行、新质投行、数智投行"三位一体的战略框架，并指出这将引领 证券业服务中国式现代化的新征程。 刘成指出，建设"价值投行"的核心在于实现股东、员工与社会价值的有机统一。 根据证券业协会公开数据，2025年上半年行业整体营业收入达2510.36亿元，净利润1122.80亿元，同比 增长40.37%，其中128家机构实现盈利，展现出行业整体向好的发展态势。 21世纪经济报道 记者 崔文静 北京报道 "证券机构应以'功能性'为核心底色，将投行服务深度嵌入国家创新体系。"11月11日，中信建投证券董 事长刘成在"革故鼎新、质赢未来—2026年资本市场峰会暨中国·沙特投资合作论坛"上如此强调。 从行业实践来看，证券机构服务新质生产力的方式正在不断创新。以中信建投服务宁德时代港股IPO为 例，该项目募集资金410.06亿港元，不仅是近三年全球最大IPO，也为新能源产业发展提供了重要资本 支持。 刘成强调，创新服务必须坚持务实原则，避免脱离实际的形式主义，要着眼于解决科技创新企业的实 ...