Core Viewpoint - The article discusses how Xingyin Wealth Management is actively supporting technological innovation through various financial services and products, aligning with national strategies for economic development and modernization [1][4]. Group 1: Focus Areas and Methods - Xingyin Wealth Management focuses on strategic emerging industries such as energy conservation, environmental protection, new generation information technology, biotechnology, and high-end equipment manufacturing [1][4]. - The company utilizes traditional financial tools like bonds and private debt, while also innovating with new tools such as "warrants" to meet the comprehensive financing needs of technology enterprises throughout their lifecycle [1][2]. Group 2: Investment Strategies - In bond investment, Xingyin Wealth Management has innovated credit rating methods for technology bonds, emphasizing the company's industry position and long-term investment value [2]. - The company has released a product manual for private debt, providing marketing guidance and addressing financing challenges for technology enterprises through various financing methods [2]. - In equity investment, Xingyin Wealth Management engages in direct equity investments and FOF fund investments to support the equity financing needs of technology companies [2][3]. Group 3: Mechanism and Talent Development - The company has established a leadership group and specialized team for technology finance to ensure effective implementation of technology financial initiatives [3]. - Technology finance has been integrated into the company's evaluation system, with regular tracking and assessment of relevant departments' performance [3]. - Xingyin Wealth Management emphasizes the recruitment and training of professionals, particularly from STEM backgrounds, to strengthen its technology finance capabilities [3]. Group 4: Achievements and Product Development - Xingyin Wealth Management has made significant progress in product layout, asset investment, and customer service in supporting technological innovation [4]. - The company has launched technology finance-themed products and established a new product focused on investing in technology bonds to support innovation [4]. - In equity investment, the company has created the "Xingrui Zhiyuan" brand, investing in over 20 technology enterprises in sectors like new energy and AI [4]. Group 5: Marketing and Customer Service - The company has developed a customer tagging system to analyze customer profiles and tailor product matching strategies for different client categories [5]. - Xingyin Wealth Management recognizes its advantages in supporting technology innovation, such as a strong customer base and broad investment scope, while also acknowledging challenges like risk appetite and funding duration mismatches [5].
以全链条金融服务助力新质生产力发展 访兴银理财有限责任公司党委书记、董事长景嵩
Jin Rong Shi Bao·2025-11-27 03:38