SCS(SH:601555) Zhong Jin Zai Xian·2026-01-09 03:07Core Insights - The year 2026 marks the beginning of the "14th Five-Year Plan" and is seen as a pivotal moment for China's asset management industry, facing new opportunities amid ongoing international volatility and the transformative impact of AI on investment research [2] - The upcoming HED China Summit aims to address critical questions regarding policy direction, low interest rate challenges, and the potential disruption caused by AI in asset allocation decisions [2] Group 1: Macro Outlook - Dongwu Securities' Chief Economist, Lu Zhe, will provide an in-depth analysis of the "New Cycle of the 14th Five-Year Plan: Asset Allocation Outlook," covering growth and structural targets, fiscal and monetary policy coordination, and trends in exchange rates and commodities [4] - A roundtable discussion featuring experts from major banks will combine macro policy guidance with wealth management experience, offering strategic insights for the industry [4] Group 2: Practical Strategies - The summit will focus on actionable solutions to asset allocation challenges in a low-interest-rate environment, with presentations on global macroeconomic trends and multi-asset strategies [5] - Insights into the futures asset management sector and its investment strategies for 2026 will be shared by industry leaders [6] Group 3: Quantitative Focus - A dedicated forum on "The Next Phase of Chinese Quantitative Strategies" will address key concerns in the quantitative field, including innovations in quantitative stock strategies and the development of cross-border funds [7] - Discussions will also focus on the opportunities for institutional funds in quantitative stock strategies, facilitating connections between quantitative firms and mainstream investors [7] Group 4: Efficient Collaboration - The summit emphasizes practical outcomes by facilitating high-efficiency business connections between mainstream institutional investors and private fund managers through tailored networking opportunities [8] Group 5: Industry Recognition - The "19th Jiefu Honor Night" awards ceremony will recognize outstanding contributions in asset management, insurance, and banking, serving as a benchmark for excellence in the industry [9] - The summit aims to create a high-level exchange platform for industry elites to address challenges and seize opportunities, contributing to the high-quality development of the asset management sector in 2026 [9]