Quan Jing Wang·2025-12-12 14:07Core Viewpoint - The event highlighted the achievements of CITIC Securities over the past 30 years and outlined its strategic directions for the upcoming "15th Five-Year Plan" period, emphasizing its role in supporting the real economy and enhancing wealth management for residents [1][6]. Group 1: Achievements During the "14th Five-Year Plan" - CITIC Securities has grown from a small office with a preparation fund of 2.4 million to the first domestic securities company with assets exceeding 2 trillion yuan, establishing a comprehensive financial service system [2]. - Over 30 years, the company has achieved total operating income of 800 billion yuan and net profit of 270 billion yuan, maintaining industry leadership for 20 consecutive years [2]. - The company has served 100,000 corporate and institutional clients, facilitating 772 companies to go public and completing equity financing of 8.4 trillion yuan and debt financing of 83.3 trillion yuan [2]. - CITIC Securities has expanded its international presence to 13 countries and regions, donated 300 million yuan, and paid 210 billion yuan in taxes, showcasing its social responsibility [2]. Group 2: Breakthroughs in the "14th Five-Year Plan" - The company completed equity financing of 3.1 trillion yuan and debt financing of 56.9 trillion yuan, with a focus on strategic emerging industries such as AI and biomedicine [3]. - As of September 2025, the asset management scale reached 4.7 trillion yuan, a 56% increase from the end of the "13th Five-Year Plan," with client asset custody exceeding 15 trillion yuan, up 73% [3]. - CITIC Securities' total assets surpassed 2 trillion yuan, with stable annual net profits around 20 billion yuan, achieving a record net profit of 23.2 billion yuan in the first three quarters of 2025 [3]. Group 3: Strategic Directions for the "15th Five-Year Plan" - The company aims to enhance its role as a major service provider for direct financing, a key gatekeeper of the capital market, and a professional manager of social wealth [5]. - CITIC Securities plans to optimize its business structure to better serve the real economy and support new productive forces, focusing on direct financing and innovative financial tools [5]. - The company will continue to advance its internationalization strategy, balancing domestic and international business development while building a product service system that aligns with top global investment banks [5].