新时代·新基金·新价值——北京公募基金高质量发展在行动|坚守初心使命 为行业高质量发展贡献“东方”力量

Core Viewpoint - The public fund industry in China is undergoing significant transformation, driven by capital market reforms, diverse wealth management needs, and financial technology innovations, positioning public funds as a crucial link between capital markets and individual wealth [1] Group 1: Industry Development - The China Securities Regulatory Commission issued an action plan in May to promote high-quality development in the public fund industry, outlining a clear blueprint for future growth [1] - Public funds are tasked with serving the real economy, supporting national strategies, and enhancing residents' well-being, emphasizing their critical role in the financial ecosystem [1] Group 2: Investment Research and Capabilities - Investment research capabilities are fundamental to public funds, with the company focusing on building a comprehensive, platform-based, and multi-strategy investment research system [2] - The company is enhancing its investment strategies, including total cycle, healthcare consumption, technology, new energy, quantitative investment, multi-asset allocation, and absolute return strategies, to better respond to market fluctuations and meet diverse investor needs [2] Group 3: Service to the Real Economy - The company aims to align its fund management with the real economy, offering products across various risk-return profiles to cater to different investor types [3] - The company has launched thematic funds in sectors such as innovative technology, new energy vehicles, and high-end manufacturing, focusing on supporting the growth of technology-driven enterprises [3] Group 4: Investor Education and Trust - The company emphasizes an investor-centric approach, aiming to enhance investor experience and promote rational investment concepts through education and service [4] - The marketing team is transitioning from a product sales focus to a customer service orientation, conducting extensive investor education activities in collaboration with authoritative media and institutions [4][5] Group 5: Future Outlook - The public fund industry is at a pivotal moment for high-quality development, with new opportunities and challenges arising from deepening capital market reforms and evolving investor demands [6] - The company is committed to integrating the service of the real economy and national strategies into its development, continuously improving its internal control systems, investment research platforms, and industry culture [6]