光大理财冲刺2万亿，新任总经理武兴峰如何破解权益业务短板？

Core Viewpoint - The appointment of Wu Xingfeng as the new general manager of Everbright Wealth Management comes at a time when the company is on the verge of surpassing 2 trillion yuan in asset management, but it faces challenges in balancing growth with improving equity management capabilities [1][2][4]. Group 1: Management Changes - Wu Xingfeng has been officially appointed as the general manager of Everbright Wealth Management, effective November 21, following regulatory approval [2]. - His appointment follows an eight-month vacancy in the general manager position after the retirement of the first general manager, Pan Dong, in April 2024 [4]. - Wu has extensive experience within the Everbright Bank system, having held various positions, including deputy general manager of the financial interbank department [4]. Group 2: Asset Management Scale - Everbright Wealth Management is nearing a significant milestone, with total assets under management reported at approximately 1.799 trillion yuan as of June 2023, and a growth of about 420 billion yuan since the beginning of the year [4][5]. - The company is expected to become the seventh wealth management firm to exceed 2 trillion yuan in assets, with a current management scale of approximately 1.998 trillion yuan [4][5]. Group 3: Product Performance and Challenges - The company has a predominance of fixed-income products, with over 3,000 offerings, while equity products are limited to only six, highlighting a significant disparity in product offerings [5]. - The performance of equity products has been notably poor, with the oldest equity product, the Sunshine Red Health Safety Theme, experiencing a cumulative return of -54.64% since its inception [5][6][7]. - The equity products have shown a wide range of performance, with only one product achieving a positive return of 32.02%, while others have struggled to maintain value [6][7]. Group 4: Market Position and Future Outlook - The shift in investor preference towards low-risk fixed-income products has been a driving factor for the growth in asset management scale, as deposit rates decline [5][10]. - Analysts suggest that Everbright Wealth Management needs to enhance its equity investment capabilities and risk management systems to improve product design and management [10]. - Wu Xingfeng's leadership will be tested as he aims to solidify the company's scale advantage while enhancing its active equity management capabilities to create a differentiated market position [10].