2026新年献词|平安基金总经理肖宇鹏:持续提升投研“平台化”建设,以高质量发展为投资者创造价值
Xin Lang Cai Jing·2026-02-12 09:22

Core Viewpoint - The year 2026 marks the beginning of the "14th Five-Year Plan" and is crucial for China's high-quality economic development, with the company committed to long-term investment strategies and enhancing professional research capabilities to meet wealth management needs [1][5][12] Group 1: Company Performance - In the past year, the company achieved record highs in public fund size, non-monetary fund size, and active equity fund size, with long-term performance ranking among the top in the industry [3][10] - The company has implemented a "platformization" strategy in its research and investment system, focusing on long-term correct practices and leveraging diverse teams and strategies for better performance [4][11] - The company ranked first among the top 30 fund companies in terms of equity fund returns over the past seven years, with significant growth in net subscriptions and a threefold increase in institutional client holdings [4][11] Group 2: Investment Strategy and Innovation - The company has developed intelligent solutions for investment research, operations, sales, and risk control, including proprietary systems to enhance business capabilities [5][12] - The company has actively engaged in investor education, conducting numerous community outreach programs to improve financial literacy and risk awareness among investors [5][12] Group 3: Market Context - The A-share market has shown resilience and vitality, driven by policy support and industrial upgrades, particularly in technology innovation, contributing to a structural bull market [3][10] - The company's active equity products achieved an average return of 48.31% in 2025, with 23 out of 52 products exceeding a 50% return, indicating strong market performance [4][11]

2026新年献词|平安基金总经理肖宇鹏:持续提升投研“平台化”建设,以高质量发展为投资者创造价值 - Reportify