Core Viewpoint - The capital market will play a crucial role in supporting national strategies and empowering the real economy during the "14th Five-Year Plan" period, with Zhongtai Securities positioning itself as a key player in high-quality development and capital-industry integration [1][2]. Group 1: Company Strategy and Achievements - Zhongtai Securities has completed financing for over 780 enterprises amounting to 970 billion yuan in the past five years, maintaining the top position in equity business in Shandong province for five consecutive years [2]. - The company has invested 3 billion yuan in over 40 technology innovation enterprises and initiated multiple technology innovation funds, achieving a management scale of 6 billion yuan [2]. - The company has received A-class ratings for investment banking and bond business quality, and has over 10.5 million wealth management clients with managed assets reaching 1.5 trillion yuan [3]. Group 2: Future Directions - Zhongtai Securities will focus on five key areas to support high-quality development during the "14th Five-Year Plan": 1. Emphasizing modern industrial systems and new productive forces by providing comprehensive financial services to strategic emerging industries [4]. 2. Accelerating the transformation of wealth management and institutional business by enhancing integrated service capabilities and diversifying product offerings [4]. 3. Improving investment banking services for the real economy by strengthening professional capabilities in equity financing, bond underwriting, and mergers and acquisitions [4]. 4. Deepening financial technology integration to optimize applications in smart advisory, digital investment banking, and intelligent risk control [4]. 5. Upholding compliance and risk management to protect the capital market ecosystem while exploring innovation [5]. Group 3: Industry Engagement - The recent strategy conference serves as a platform for industry dialogue and capital-industry connections, gathering government, industry leaders, and academic institutions to discuss key topics such as China's economic policy outlook and AI-driven industrial transformation [6]. - Zhongtai Securities aims to foster consensus and gather insights to interpret investment themes under the "14th Five-Year Plan" policy guidance, enhancing capital's efficiency in empowering the real economy [6][7].
中泰证券冯艺东:以一流券商担当,助力“十五五”资本与产业深度融合