纵论财富管理机构转型方向，助力居民财富保值增值！2025财富配置与资产管理大会、银行业高质量发展大会举行

Group 1 - The 2025 Wealth Allocation and Asset Management Conference and the 2025 Banking Industry High-Quality Development Conference were held in Shenzhen, focusing on how wealth management institutions can enhance services to help residents preserve and increase wealth [1] - Zhang Bohui from the Chinese University of Hong Kong (Shenzhen) noted a steady recovery in the wealth management market, with a notable performance in equity-linked products, indicating a rising demand for equity asset allocation [1] - Qi Jiankong from CCB Wealth Management highlighted unprecedented challenges and greater opportunities in the banking wealth management sector, emphasizing a shift in operational philosophy to prioritize investor interests [1] Group 2 - Gao Xiangyang from ICBC Wealth Management stated the company aims to become a fully functional wealth management firm, responding to new challenges in the asset management industry by exploring beneficial practices [2] - The growing demand for diversified asset allocation among residents is driving the expansion of the wealth management market and prompting profound structural changes, with various financial institutions accelerating their entry into the market [2] - Tan Xiaogang from Dacheng Fund emphasized that the high-quality development of banking wealth management is a key driver for the overall high-quality development of the banking sector, with ongoing collaboration between public funds and banks being crucial [2] Group 3 - Securities firms are increasingly playing a vital role in helping residents preserve and increase wealth, with initiatives like transitioning to a buy-side advisory model [3] - Li Haichao from Shanghai Securities discussed the company's focus on a unique asset allocation system to drive business transformation and enhance professional capabilities [3] - Wang Qian from Huihua Wealth Management highlighted the need for the asset management industry to focus on alternative asset opportunities and global asset allocation in the low-interest-rate environment [3] Group 4 - Despite existing challenges, the long-term positive fundamentals of China's economy remain unchanged, according to Bi Jiyao, former deputy director of the China Macro Economic Research Institute [4] - Guo Lei, chief economist at GF Securities, identified five potential areas for economic activation, including normalizing local investments and expanding new consumer groups [4] Group 5 - Industry experts shared insights on investment opportunities for 2026, indicating that Chinese assets still hold strong appeal, particularly in sectors like new energy, new materials, chips, and health consumption [5]