官宣上任后首次亮相 博时基金董事长张东称“2025年四季度或将成为关键的预期转折期”

Group 1 - Zhang Dong, the newly appointed chairman of Bosera Fund, highlighted that Q4 2025 may become a critical turning point for expectations in the capital market [1][3] - The Chinese economy has shown a remarkable GDP growth of 5.3% in the first half of 2025, distinguishing itself in the global economic landscape [2][3] - Major stock indices in China have seen significant increases in Q3 2025, with the CSI 300 up by 17.9%, the CSI 500 up by 29.46%, and the STAR 50 up by 51.2% [2][3] Group 2 - The capital market in China is expected to continue to highlight its value in global asset allocation, supported by proactive fiscal policies and moderately loose monetary policies [3][4] - The upcoming Fourth Plenary Session of the 20th Central Committee of the Communist Party of China will discuss the 15th Five-Year Plan, which is anticipated to further enhance economic policies [3][4] - The public fund industry is undergoing significant transformation, focusing on enhancing asset management and comprehensive wealth management capabilities [4][6] Group 3 - Bosera Fund aims to maintain a long-term perspective while navigating market volatility, ensuring that investor value creation remains a core focus [5][6] - The company plans to improve its integrated investment research capabilities and enhance pricing and allocation abilities across various asset classes [6] - As a state-owned enterprise under China Merchants Group, Bosera Fund is committed to participating in public fund reforms and innovations to promote high-quality industry development [6]