Feng Huang Wang Cai Jing·2025-12-12 09:58Core Insights - The event held by CITIC Securities on December 12, 2025, showcased the company's achievements during the 14th Five-Year Plan and outlined its development strategy for the 15th Five-Year Plan, emphasizing the launch of the "Xin 100" wealth management brand [1][2] Group 1: Achievements During the 14th Five-Year Plan - CITIC Securities has effectively served the real economy by directing financial resources towards strategic emerging industries, completing equity financing of 3.1 trillion yuan, bond financing of 56.9 trillion yuan, and mergers and acquisitions totaling 2.4 trillion yuan, while also supporting AI, biomedicine, and new energy sectors [2] - The company has significantly enhanced its asset management capabilities, achieving an asset management scale of 4.7 trillion yuan and a custodian asset scale of 15 trillion yuan by September 2025, with a global financial product holding scale exceeding 800 billion yuan [2] - CITIC Securities has maintained a leading position in the industry with total assets surpassing 1 trillion yuan and 2 trillion yuan, consistent annual revenues exceeding 60 billion yuan, and a net profit of around 20 billion yuan, with a record net profit of 23.2 billion yuan in the first three quarters of the current year [2] - The company has expanded its international presence, implementing a three-step strategy for globalization, with operations in 13 countries and full business coverage in Hong Kong [2] Group 2: Future Development Strategy for the 15th Five-Year Plan - CITIC Securities aims to align with the spirit of the 20th National Congress and the 15th Five-Year Plan, focusing on four key areas: supporting the construction of a financial powerhouse, better serving investors and residents' asset allocation, enhancing services for the real economy, and providing professional services for high-level institutional openness [3] - The company is committed to its vision of becoming a top-tier investment bank and investment institution, emphasizing a customer-centric approach in its wealth management services [3] Group 3: Wealth Management Brand "Xin 100" - The newly launched "Xin 100" wealth management brand integrates a wide range of products and customer resources, offering four sub-brands: "Xin Ju" (cash management), "Xin Ying" (investment appreciation), "Xin You" (insurance and retirement protection), and "Xin Fu" (wealth inheritance), catering to various wealth management needs throughout different life stages [5][6] - "Xin 100" represents a key practice of the company's core strategy of building a comprehensive, open, and ecological wealth management platform, fulfilling the commitment of "accompanying you for life, protecting you with precision" [6]