Guosen Securities(SZ:002736) Sou Hu Cai Jing·2026-01-17 10:26Core Viewpoint - The article emphasizes the commitment of Guosen Securities to strengthen its functional positioning and build a first-class investment bank, aligning with the strategic opportunities presented by the 14th Five-Year Plan and the recent political developments in China [1][6]. Group 1: Understanding the Concept of a First-Class Investment Bank - The most important priority for building a first-class investment bank is to understand what it truly means, which will unify the efforts of all employees [2]. - Guosen Securities has initiated a comprehensive learning campaign to promote the spirit of the 20th National Congress of the Communist Party, ensuring that all employees align their thoughts and actions with the central government's decisions [2][3]. Group 2: Strategic Initiatives and Business Transformation - Guosen Securities aims to enhance its scale and operational performance while also leading in serving national strategies and the high-quality development of the real economy [3]. - The acquisition of Wanhua Securities is a significant step in expanding Guosen's business capabilities and enhancing its service offerings [3]. - The company is actively transforming its business model, focusing on wealth management, investment banking, asset management, and research on emerging industries [3][4]. Group 3: Regional Development and Economic Contribution - Guosen Securities is deepening its presence in key national industrial regions, leveraging its comprehensive financial services to support regional coordinated development [4]. - The company recognizes its responsibility to serve the real economy, aligning with the national strategy to strengthen the industrial foundation [4][5]. Group 4: Market Opportunities and Policy Environment - The 14th Five-Year Plan period is seen as a strategic opportunity for the securities industry to deepen reforms and build first-class investment banks [6]. - Supportive policies from regulatory bodies are creating a favorable environment for compliant and well-managed securities firms to accelerate their development [6][7]. Group 5: Role in Economic Development - Securities firms are positioned as bridges between capital markets and the real economy, guiding financial resources towards key sectors such as technology innovation and green economy [7]. - The ongoing reforms in capital markets are expected to reshape the industry landscape, enhancing the capabilities of securities firms [7][8]. Group 6: Competitive Advantages and Future Directions - Guosen Securities plans to focus on five strategic areas to enhance its competitive edge, including service to the real economy, green finance, inclusive finance, and digital finance [10][11]. - The company aims to improve its professional service capabilities and ensure compliance and risk management as foundational elements of its operations [11][12]. Group 7: Cultural and Brand Development - Building a strong corporate culture is essential for Guosen Securities to achieve its goal of becoming a first-class investment bank, aligning its cultural initiatives with major strategic deployments [12][13]. - The company is committed to maintaining a positive brand image while supporting economic modernization and financial stability [12][13].