Core Viewpoint - The recent meeting organized by the Shenzhen Stock Exchange emphasizes the importance of long-term capital as a stabilizing force in the market amidst global stock market volatility caused by U.S. tariff policies. The evolving policies, fundamentals, and market structure in A-shares present new opportunities for long-term capital investment [1]. Group 1: Macroeconomic and Industrial Insights - The internal driving force of the Chinese economy has significantly strengthened, supported by the implementation of various incremental policies leading to a continuous recovery in domestic economic indicators, including the manufacturing and services PMI [1]. - Technological empowerment is making strides in sectors such as integrated circuits, artificial intelligence, and humanoid robots, showcasing the immense vitality of China's technological innovation [1]. Group 2: Support for Long-term Capital - The implementation of the new "National Nine Articles" has effectively supported the healthy development of the capital market over the past year, with long-term funds such as insurance capital, bank wealth management, and various pension funds contributing positively [1]. - The Shenzhen Stock Exchange is developing relevant work plans to facilitate the entry of long-term capital into the market, focusing on product supply, optimizing the environment, and providing targeted services [1]. Group 3: Product and Institutional Enhancements - The Shenzhen Stock Exchange aims to improve the supply of products related to equity and bond funds, enhancing the quality of listed companies and encouraging actions like share buybacks and market value management [2]. - There is a focus on supporting the issuance of more innovative bond products and optimizing index compilation methods for various indices, including the ChiNext and Shenzhen 100 [2]. Group 4: Service Strategies for Long-term Capital - The Shenzhen Stock Exchange is implementing targeted measures to build a service matrix for existing long-term funds, utilizing initiatives like "ETF Lectures" and "Visiting Listed Companies" to communicate the latest policies and services to institutional investors [3]. - There is an emphasis on expanding the sources of long-term capital by promoting investment strategies such as pension and education regular investments, transitioning from promoting single products to promoting investment strategy combinations [3].
事关中长期资金入市,深交所最新发声!
证券时报·2025-04-11 04:18