Core Viewpoint - The China Securities Regulatory Commission (CSRC) emphasizes the importance of investor-centric principles in the public fund industry, highlighting the need for financial institutions to focus on the best interests of investors while promoting key areas such as technology finance, green finance, inclusive finance, pension finance, and digital finance as part of the strategy for building a strong financial nation [1] Group 1: Investor-Centric Approach - The company has served over 70 million clients and achieved a total profit of 97.123 billion yuan for investors, with dividends amounting to 56.416 billion yuan as of June 30 [1] - The company actively responds to the public fund industry's fee reform by lowering management fees for multiple products and initiating trials for floating fee rate products, thereby aligning the interests of management and investors [1][2] Group 2: Technology Finance Development - The company has increased its investment in technology-related sectors, with a focus on new energy, new materials, semiconductors, biotechnology, and clean energy, resulting in a technology stock holding of 83.7 billion yuan, accounting for 48% of its total holdings as of June 30 [3] - The company has expanded its technology research team, increasing the number of technology-focused fund managers by 70% since the end of 2020, to enhance its investment capabilities in the technology sector [3][4] Group 3: Product Innovation - The company manages 40 technology-themed funds with a total scale of 94.372 billion yuan, including actively managed funds focused on new energy and technology innovation [4] - The company has launched various ETFs related to strategic emerging industries, extending its investment tools to include technology-themed bond ETFs [4] Group 4: Pension Finance Initiatives - The company has established a dedicated pension and asset allocation department, managing six pension target funds with a total scale of 1.731 billion yuan as of September 30 [7] - The company emphasizes pension education through community outreach and educational initiatives to enhance public understanding of personal pension planning [7] Group 5: Green Finance Commitment - The company manages six green finance-themed funds with a total scale of 11.022 billion yuan, focusing on ESG-related investments since 2008 [8] - The company has developed a localized ESG rating system covering all A-shares and Hong Kong stocks, integrating international standards with local characteristics [8] Group 6: Digital Transformation - The company has strengthened its information technology team and enhanced AI capabilities to improve digital governance and operational efficiency [9] - The company has implemented digital platforms for investment research and trading, improving lifecycle management of investment instructions [9]
深耕投资能力 做好“五篇大文章”
Zhong Guo Zheng Quan Bao·2025-12-01 20:25