解码平安理财五周年：以价值创造为主线，打造科技型资管机构

Core Positioning - The company aims to build a "technology-driven asset management institution" and is advancing the digital application of cutting-edge technologies in investment research, advisory, and business operations [1] - Since its establishment in August 2020, the company has created over 110 billion yuan in investment returns for clients and has invested more than 260 billion yuan annually to support the real economy [1] Investment Research Capability - The company emphasizes a "customer-centric" approach and has developed a robust investment research capability, focusing on absolute returns and value creation [2] - It has established a dual-pillar investment research capability system centered on asset allocation and portfolio investment, adopting an "industrialized and platformized" investment management model [2] Product Development - As of July 2025, the company has launched a new product brand system called "An+Xin Stable and Far-reaching," which includes four product series targeting different investment needs [4] - The product system aims to respond to the increasingly diverse wealth management needs of investors with clearer product positioning and richer functional scenarios [4] AI and Digital Transformation - The company is leveraging AI technology to enhance its investment research capabilities, including policy interpretation and report generation, thereby improving investment decision-making [7] - It has developed a digital infrastructure that supports various business processes, enhancing efficiency and decision-making across investment research, product operations, and customer service [6] Support for Real Economy - The company is committed to providing high-quality financial services and has increased its support for the real economy, focusing on technology innovation and strategic emerging industries [8] - As of June 2025, it has invested over 25 billion yuan in technology finance and over 15 billion yuan in green finance, contributing to the national "dual carbon" goals [8][9] ESG and Green Finance - The company has been proactive in developing green finance and ESG-related businesses, launching various green financial products and participating in sustainable investment initiatives [9] - It aims to integrate its development with national high-quality growth objectives, enhancing its core investment research capabilities and supporting new productive forces [9]