Core Viewpoint - The article emphasizes the importance of public funds in contributing to the construction of a financial power and the need for a shift towards high-quality development in the financial sector, aligning with the principles outlined in the 20th National Congress of the Communist Party of China [1][2]. Group 1: Financial Development Strategy - The 20th National Congress has set a clear blueprint for financial development over the next five years, transitioning from "scale expansion" to "quality enhancement" in the financial sector [2]. - The "14th Five-Year Plan" has been upgraded to a comprehensive strategy that emphasizes not just size but also the strength and quality of financial services [2]. Group 2: Investor-Centric Development - The company has established a customer lifecycle service system focused on the best interests of investors, achieving significant results in investment research, product development, and customer service [3]. - Investment research capabilities have been enhanced through a dual approach of internal training and external recruitment, creating a multi-dimensional talent pool [3]. - The product lineup has been optimized to focus on specialized areas rather than being a "jack of all trades," with a clear differentiation in risk profiles for various investment products [3][4]. Group 3: Service Enhancement - The company has launched a service brand "With Finance" to enhance customer engagement through professional insights and various educational activities [4]. - A comprehensive lifecycle service process has been established, focusing on different phases of customer engagement, including potential, holding, and exit periods [4]. Group 4: Future Development Goals - The company aims to leverage its resources to enhance service capabilities and create new advantages in a differentiated manner [5]. - There is a commitment to integrating party policies into governance and strategic decision-making to ensure a solid foundation for development [5]. - The company plans to focus on thematic products in technology finance, green finance, and pension finance, while also enhancing financial inclusivity and community support [6]. Group 5: Compliance and Risk Management - The company is committed to strengthening compliance and risk management mechanisms across all business lines, ensuring that investor interests are prioritized [6]. - A focus on improving the investor experience through performance evaluation metrics that consider actual gains and losses is emphasized [6]. Group 6: Commitment to Industry Leadership - The company will continue to deepen its professional capabilities and service reforms, aiming to become a trusted wealth manager for investors and contribute to the construction of a financial power [7].
以投资者最佳利益为价值准绳 为金融强国建设贡献力量
Shang Hai Zheng Quan Bao·2026-01-08 16:49