2026新年献词|鑫元基金董事长龙艺：乘势而上·革故鼎新

Core Viewpoint - The articles convey a message of optimism and readiness for the investment landscape in 2026, emphasizing the importance of adapting to market changes and seizing investment opportunities while providing professional services and stable performance [1][9]. Group 1: Economic Outlook - 2026 marks the beginning of the "15th Five-Year Plan," presenting both strategic opportunities and challenges, with global geopolitical tensions affecting traditional alliances [3][11]. - The Chinese economy is expected to maintain a positive long-term trend despite facing challenges, with a projected GDP growth of 5% for 2025 [4][12]. - The macroeconomic policies are anticipated to continue supporting economic transformation and improving the capital market environment [4][12]. Group 2: Industry Development - The public fund industry is transitioning from a focus on scale to prioritizing returns, with a significant growth of over 14% in 2025, indicating a shift towards high-quality development [5][12]. - The financial sector is adapting to changes, with a growing demand for asset allocation from residents and enterprises as the real estate sector's financial attributes weaken [5][12]. Group 3: Company Performance - Xin Yuan Fund aims to be a trusted asset manager, achieving a public fund scale of 247.3 billion yuan, maintaining a positive growth trend since its "second entrepreneurship" began in 2021 [6][13]. - The company has enhanced its investment research capabilities and diversified its product offerings, including the successful launch of its first ETF product [6][13]. - Xin Yuan Fund emphasizes collaboration with investors and partners, focusing on value preservation and strength accumulation during market fluctuations [6][13].