BOCIC(SH:601696) Mei Ri Jing Ji Xin Wen·2026-01-29 01:00Group 1 - The core viewpoint of the news highlights the strong growth resilience of the securities industry in 2025, with 21 brokerages forecasting a total net profit of 107.59 billion yuan, representing a nearly 60% year-on-year increase [1] - Among the 21 brokerages, 19 are expected to achieve net profit growth, with 12 exceeding 50% growth and 5 more than doubling their net profits [1] - The active market environment is seen as fertile ground for profit growth, while the optimization and transformation of business structures contribute to sustained growth [1] Group 2 - China Securities' recent announcement of a joint investment to establish an AI industry investment fund with a target subscription scale of no less than 1 billion yuan, with China Securities Capital Investment Control contributing 200 million yuan [2] - The fund will focus on the AI industry chain, particularly in high-tech enterprises related to AI software and hardware, upstream and downstream supporting fields, core application technologies, and scenario-based implementations [2] - This initiative reflects the company's optimistic outlook on the technology sector and aims to optimize asset allocation, expand business boundaries, and enhance stock valuation expectations [2] Group 3 - The total scale of public funds in China reached 37.71 trillion yuan by the end of December 2025, marking the ninth historical high for the year [3] - Bond funds contributed the largest scale increase, growing by over 410 billion yuan, while stock funds increased by over 250 billion yuan, and mixed funds grew by 76.6 billion yuan [3] - The continuous inflow of incremental funds into the market is expected to bolster the asset management business of brokerages and support the overall financial sector [3]