卫濛濛：信托业以特色化转型助力“十五五”高质量发展新征程

Core Viewpoint - The China Wealth Management 50 Forum 2025 Annual Meeting emphasizes the theme of "Building a Financial Power during the 14th Five-Year Plan" and discusses the restructuring and capability leap of the asset management industry under the new journey of the 14th Five-Year Plan [1][5]. Group 1: Industry Positioning and Development - The trust industry needs to solidify its differentiated development positioning under regulatory guidance and continuously enhance professional capabilities to complement various asset management institutions and jointly serve the modernization of China [3][7]. - The trust industry should further establish a differentiated development positioning based on the top-level design of the national 14th Five-Year Plan and the guiding opinions on strengthening regulation and preventing risks to promote high-quality development [3][7]. Group 2: Functional and Service Expansion - The trust industry should adhere to its institutional origins, focusing on the role of trustees to leverage core functions such as asset independence and risk isolation [3][7]. - It is essential to extend financial service functions to provide diversified trust services for resident wealth management, enterprise development, and key national areas within the "three classifications" framework [3][7]. - The industry should enhance social service functions by reinforcing the inclusive value of trusts in areas such as public welfare, social governance, and people's well-being [3][7]. Group 3: Strategic Focus and Professional Capability - The trust industry must focus on major national strategies and fully engage in five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance [3][7]. - Professional capability is highlighted as the core support for transformation and development, with trust companies enhancing customer-centric wealth service capabilities and asset service capabilities throughout the entire business lifecycle [3][7]. Group 4: Commitment to High-Quality Development - The trust industry aims to leverage its institutional advantages and pursue a differentiated and specialized transformation path to contribute more trust wisdom and strength to the high-quality development of the national economy [4][8].