优化配置赋能创新 私募继续锚定长期主义

Group 1 - The Central Economic Work Conference emphasizes the need for a systematic approach to economic work, providing a guideline for ensuring a good start for the "14th Five-Year Plan" [1] - Private equity institutions believe that under the policy tone of stability and progress, the financial market is expected to continue a structural trend next year, making Chinese assets a must-have allocation [1][2] - The focus on long-termism and innovation-driven strategies will help cultivate and strengthen strategic emerging industries in response to the new wave of technological revolution and industrial transformation [1][3] Group 2 - Renowned investment firms like Chongyang Investment highlight the strong technological innovation capabilities of Chinese listed companies, which have led to increased investor confidence and interest from long-term funds and high-net-worth clients [2] - Dunhe Asset Management anticipates that as the Chinese economy continues to improve by 2026, it will inject more certainty into the global economy and financial markets, making Chinese assets a core choice for more overseas institutional investors [2] - The private equity and venture capital sectors are encouraged to support national innovation strategies and explore innovative financial mechanisms to facilitate a positive cycle between technology, industry, and finance [3] Group 3 - CITIC Capital points out the critical nature of addressing the "strong supply and weak demand" contradiction in the current economic structure transformation, which requires nurturing new growth drivers and optimizing resource allocation [4] - The recent policies from regulatory bodies have encouraged mergers and acquisitions, positioning merger funds to play a vital role in enhancing quality and efficiency across various industries [4] - The merger fund sector is entering a golden development period, expected to significantly contribute to high-quality development in the capital market during the "14th Five-Year Plan" and beyond [4]