永赢基金数字化投研实践荣获“十四五”金融创新优秀案例，科技赋能实现“提智增效”

Core Insights - The traditional investment research model relying on human experience is becoming inadequate in the rapidly changing macro environment and market pace, necessitating a digital transformation in the asset management industry [1] - Yongying Fund has been recognized for its digital investment research practices, which are essential for maintaining a competitive edge and delivering stable returns to investors [1] Group 1: Digital Transformation - Yongying Fund is driving its investment research system towards "professionalization, systematization, platformization, and digitization" with a focus on digitalization [2] - The company has developed multiple digital management systems, including Qianxing and Tianji, since 2019, with full functionality expected by the end of 2024 [2] - An AI strategy will be initiated in 2025 to explore the application of large models in investment research [2] Group 2: Investment Research Systems - The Qianxing fixed income research system utilizes big data and AI to create intelligent rating, risk warning, and bond strategy modules, integrating seven rating models and credit bond pricing models [2] - The Tianji equity research system integrates vast amounts of internal and external data to enhance research conversion efficiency [2] - The Wanxiang fixed income + research system focuses on asset allocation, stock-bond timing, and industry rotation strategies, supporting investment decisions with a "digital brain" [2] Group 3: Risk Management and Trading Systems - Yongying Fund has established the "Mingjing" risk management system and the "Jingwei" investment trading system, with the former covering 79 types of risks and over 200 automated warning mechanisms [3] - The Jingwei system integrates research and risk control information to enhance trading execution efficiency [3] - The five systems have achieved a daily usage rate of 100%, significantly improving data processing and information collaboration efficiency [3] Group 4: Future Outlook - Yongying Fund plans to continue increasing its investment in financial technology, focusing on innovation in work models, research paradigms, and technology applications to strengthen its digital investment research capabilities [5]