“券商一哥”，最新发声！

Core Viewpoint - CITIC Securities emphasizes the importance of wealth management and aims to enhance investor returns and customer experience through its new "Xin 100" wealth management brand launch [1][4]. Group 1: Company Development and Achievements - As of September 2015, CITIC Securities' global financial product holdings reached 800 billion yuan, showcasing significant progress in wealth management transformation [2][3]. - Over the "14th Five-Year Plan" period, CITIC Securities completed equity financing of 3.1 trillion yuan, bond financing of 56.9 trillion yuan, and mergers and acquisitions totaling 2.4 trillion yuan, while also adding 60 billion yuan in equity investments [3]. - By the end of September 2025, the asset management scale of CITIC Securities is projected to reach 4.7 trillion yuan, a 56% increase from the end of the "13th Five-Year Plan" period [3]. Group 2: Wealth Management Strategy - The company aims to become a major service provider for direct financing and a professional manager of social wealth, focusing on enhancing core functions in the financial sector [4]. - CITIC Securities plans to provide a diverse range of investment products and services to meet various financial needs, thereby improving wealth management and asset allocation levels [4]. - The "Xin 100" brand is designed to address the wealth preservation and appreciation needs of residents, establishing a professional service system for high-quality wealth management [4][7]. Group 3: Platform Strategy - CITIC Securities has adopted a "Platform as a Service" strategy, allowing clients to access various services such as investment banking, financial markets, and asset management in a streamlined manner [7]. - The company has surpassed 17 million clients and achieved a buy-side advisory scale of over 130 billion yuan [7]. - The "Xin 100" brand includes four sub-brands: "Xin Ju" (cash management), "Xin Ying" (investment appreciation), "Xin You" (insurance and retirement protection), and "Xin Fu" (wealth inheritance), catering to different stages of personal and family wealth management [7].