云行龙骧·九万里——2025申万宏源证券财富管理论坛成功举办

Core Viewpoint - The forum highlighted the importance of adapting to the new economic cycle characterized by high volatility and rebalancing, emphasizing the role of technology and geopolitical factors in reshaping industry dynamics [4]. Group 1: Economic Outlook and Strategic Layout - The global economy is entering a new cycle of "high volatility and rebalancing," with rising expectations for interest rate cuts by the Federal Reserve [4]. - Domestic economic recovery is steady, and new productive forces are accelerating growth [4]. - There is significant potential for increasing the equity allocation in Chinese residents' asset configurations, and the company aims to assist investors in seizing investment opportunities arising from industrial transformation and technological revolutions [4]. Group 2: ETF Development - The Chinese ETF market has surpassed 5 trillion yuan, entering a new phase of diversified tools and mature ecosystems [6]. - The company plans to collaborate with various stakeholders to promote product innovation, technological empowerment, and cross-border openness, aiming to build a higher quality and more sustainable ETF ecosystem [6]. Group 3: Services for Listed Companies - Listed companies are viewed as the "ballast" of the Chinese economy, actively responding to global industrial changes and technological breakthroughs [8]. - The company will leverage its comprehensive service system to provide full lifecycle services to listed companies, supporting the development of new productive forces and the construction of a new economic landscape [8]. Group 4: Quantitative Private Equity - The quantitative private equity industry is at a critical stage of "transformation and growth," with AI technology becoming a core driver for evolving quantitative strategies towards intelligence, multi-asset, and globalization [10]. - Expanding into overseas markets, particularly in Europe, the United States, and Hong Kong, is becoming a vital path for institutional development, although it presents challenges related to localization of strategies and compliance [10]. Group 5: Comprehensive Strength and Future Vision - The forum showcased the company's integrated capabilities in asset allocation, product innovation, and institutional services [12]. - The company is committed to supporting various investors through professional research, investment, and wealth management services, aligning with national strategies and contributing to the modernization of China [12].