围绕AI体系“三阶跃升” 上海证券持续锻造数字金融驱动力

Core Viewpoint - Shanghai Securities emphasizes the importance of serving the real economy and promoting inclusive finance as its fundamental purpose, focusing on three dimensions: deep alignment with national strategies, innovative expression of state-owned enterprise responsibilities, and a return to the essence of finance [2][4]. Group 1: Inclusive Finance Initiatives - Shanghai Securities has developed a comprehensive inclusive finance system based on professional services, investor education, and public welfare practices, including differentiated solutions for small and medium-sized enterprises (SMEs) and support for rural revitalization projects [2][3]. - The company has established a "red gene + inclusive outreach" investor education system, achieving over 40,000 annual visitors with a satisfaction rate of 100% through initiatives like state-owned enterprise open days and red finance exhibitions [2]. Group 2: Sustainable Ecosystem Development - Shanghai Securities is addressing challenges in inclusive finance, such as risk assessment difficulties and service penetration, by enhancing internal capabilities and external collaborations, including establishing an ESG risk assessment system for SME financing [4][5]. - The company is deepening cooperation with government departments and financial institutions to promote SME financing and developing a "campus-community" education network to enhance financial literacy [4]. Group 3: Digital Financial Strategy - Digital finance is viewed as a strategic priority for Shanghai Securities, aimed at transforming the company and enhancing service efficiency and market competitiveness [6]. - The company is accelerating its digital transformation by focusing on top-level planning, organizational collaboration, digital infrastructure, and fostering an innovative culture [6]. Group 4: AI Integration in Financial Services - Shanghai Securities is exploring the deep integration of AI and finance, establishing a three-tiered response system to leverage generative AI technology for enhancing financial services [7]. - The company aims to transition from experience-driven to intelligence-enhanced financial services, with a phased approach to building an AI-driven ecosystem that supports wealth management and compliance innovation [7].