
Core Viewpoint - CITIC Securities aims to become a leading investment bank by focusing on five key areas: culture, talent, capability, service, and products, with a roadmap to achieve domestic and international leadership by 2035 [1][2][3] Group 1: Strategic Goals - The company plans to strengthen its investment banking capabilities over two phases: first, to establish domestic leadership by 2030, and second, to achieve international competitiveness by 2035 [1][2] - Six key areas of focus include enhancing party building, leveraging investment banking advantages, promoting wealth and asset management, addressing internationalization gaps, strengthening risk control and compliance, and ensuring business support [2][3] Group 2: International Expansion - The acceleration of Chinese securities firms' internationalization reflects the opening of China's capital markets and aims to enhance service capabilities and global competitiveness [3][4] - Key principles for international development include being proactive yet cautious, achieving short-term results while ensuring long-term quality, and balancing business growth with risk control [4] Group 3: Technology and Innovation - The rapid development of large model technologies presents both opportunities and challenges for the securities industry, with a focus on integrating AI into various business scenarios [5][6] - The company plans to optimize AI applications in areas such as digital employees, intelligent research, risk control, customer service, and investment advisory [5] Group 4: Market Positioning - In response to a shrinking equity financing market, the company emphasizes the functionality of investment banking and aims to provide comprehensive financial services centered on client needs [6][7] - The company has achieved significant results in policy-driven business areas and has strengthened its position in the Beijing Stock Exchange by focusing on specialized and innovative small and medium enterprises [6][7]