以长期主义为锚 践行高质量发展使命

Core Viewpoint - The public fund industry is transitioning from a scale-oriented approach to a quality-oriented one, with a focus on long-term value creation and sustainable returns for investors [1][3][9] Industry Overview - The public fund industry has seen significant growth, with total managed assets reaching 36.25 trillion yuan by August 2025, up from 8 trillion yuan in 2015, highlighting its importance in the capital market [1] - The release of the "Action Plan for Promoting High-Quality Development of Public Funds" in May 2025 aims to correct the industry's scale orientation and emphasize return-oriented strategies [2][3] Key Initiatives - The action plan includes optimizing assessment mechanisms, enhancing research capabilities, and promoting fee reforms to align fund management with performance [2] - Fund companies are required to establish assessment systems focused on investment returns, with a minimum weight of 50% on investment performance [2] Company Strategy - The company, as a pioneer in public fund operations under an insurance asset management framework, emphasizes "long-termism" as a strategic pillar [1][3] - The company aims to create long-term sustainable returns for investors through a systematic and professional approach [3][4] Research and Investment Framework - The company's investment research system is built on deep research, value investment principles, and risk control, aiming for diversified investment styles and stable returns [4] - A platform-based investment research model is established to ensure efficient execution of long-term strategies while reducing reliance on individual fund managers [4] Technological Innovation - The company has developed a forward-looking quantitative investment system, including a proprietary multi-strategy Alpha model that aligns with long-term value investment [4][5] Professional Team Development - The company has built a specialized investment research team with over 70 members, each averaging more than 8 years of experience in finance, ensuring effective collaboration across various investment departments [5] Product Innovation - The company has diversified its product offerings, including various types of funds such as money market, bond, mixed, and thematic ETFs, aligning with national strategic directions [6] - Specific products have been developed to cater to long-term investment needs in areas like pension finance and technology innovation [6] Investor Engagement - The company prioritizes investor trust and education, conducting various activities to enhance financial literacy and provide investment support [7][8] - Initiatives include community outreach programs aimed at educating elderly investors on financial planning and risk management [8] Performance and Recognition - As of June 2025, the company manages approximately 140 billion yuan, serving over 19 million clients and generating over 20 billion yuan in returns for investors [9] - The company's commitment to long-termism is recognized as essential for both its survival and its role in supporting national strategies and safeguarding residents' wealth [9]