深耕长期价值 书写公募高质量发展新篇章

Core Insights - The 20th Central Committee's Fourth Plenary Session has approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," outlining a clear blueprint for China's future economic and social development, emphasizing the importance of building a strong financial nation and enhancing the role of capital markets [1] Group 1: National Strategy Alignment - The 2026 macroeconomic policy will implement "more proactive fiscal policies" and "moderately loose monetary policies," creating a favorable environment for structural opportunities [2] - The emphasis on "innovation-driven development" and "domestic demand as the primary driver" provides clear guidance for public funds to allocate capital effectively [2] - The company has integrated national strategic service into its investment research and product layout, focusing on technology innovation and industrial upgrades [2] Group 2: Investment Research and Development - The company is constructing a "platform-based, integrated, multi-strategy" modern investment research system to enhance the efficiency of converting research insights into investment returns [3] - It promotes knowledge flow and research result reuse across teams, ensuring a robust investment research framework [3] - Specialized investment teams are formed around key sectors such as technology growth, healthcare innovation, and quantitative strategies [3] Group 3: Digital Transformation - The company is responding to the digital finance development strategy by increasing technology investments and enhancing its digital capabilities [4] - The self-developed "Haina Baichuan Large Model Aggregation Platform" strengthens the company's digital research capabilities [4] - The integration of advanced technologies aims to improve customer experience through more precise research and efficient operations [4] Group 4: Risk Management and Compliance - The company prioritizes compliance and risk management, viewing it as essential for development and investor protection [5] - It continuously improves compliance management systems and internal controls across all business lines [5] - The company promotes a culture of compliance, integrity, professionalism, and prudence among its employees [5]