中欧基金刘建平：做好两件事，投研体系“工业化”升级、长期主义客户陪伴

Core Viewpoint - The investment strategy for 2026 is shaped by the key transitions in the market, focusing on technology, cyclical industries, consumption, and new energy sectors, as outlined by the research team at China Europe Fund during their annual investment strategy meeting [1][5]. Group 1: Investment Strategy and Market Outlook - The market in 2026 is at a critical juncture of cyclical iteration and structural transformation, necessitating a clear investment logic and focus areas [1][5]. - China Europe Fund emphasizes a long-term investment approach, aiming to convert systematic capabilities into sustainable value for investors [1][5]. Group 2: Research and Development Framework - The fund is committed to upgrading its research and investment system with a focus on "professionalization, industrialization, and digital intelligence" to enhance investment insights and their application [2][6]. - The ultimate goal of this framework is to improve the "good product rate" of investments, ensuring performance that withstands the test of time [2][6]. Group 3: Client Engagement and Service Principles - China Europe Fund prioritizes long-term client relationships, adhering to principles of frequent communication, sharing, and innovation as part of their service covenant [2][6]. - The firm believes that investment is not just about numerical growth but also about building trust and delivering enduring service quality [2][6].