Group 1 - The core viewpoint of the investment strategy meeting is that investment is not just about numerical growth but also about trust and long-term commitment to investors' interests [2][9] - The meeting emphasized practical approaches over lofty narratives, focusing on actionable insights for investment strategies [2][3] Group 2 - The investment outlook for 2026 is characterized by three keywords: technology, value, and returning to leadership, with a shift from valuation-driven to earnings-driven stock price movements [3] - The technology sector is expected to see a divergence, with AI applications and infrastructure like computing power and storage being key areas of focus [3][4] - Concerns about supply constraints in computing power are highlighted, particularly regarding domestic high-end chip production relying on overseas foundries [3][4] Group 3 - The rising demand for electricity due to AI data center expansion and global re-industrialization may lead to power challenges in multiple countries, potentially increasing electricity prices and creating investment opportunities in cyclical sectors [4] - Three key areas of focus include changes in high-energy-consuming industries like electrolytic aluminum, increased demand for solar and energy storage, and the advantages of domestic manufacturing in China [4] Group 4 - In fixed income investment strategies, the difficulty of achieving stable high returns in a low-interest environment is noted, with a focus on identifying quality assets in technology, manufacturing, and high-growth sectors [5] - The investment strategy meeting provided a comprehensive view from macro to industry to company levels, emphasizing the importance of a systematic approach to investment [5] Group 5 - The company is committed to a long-term investment philosophy, focusing on upgrading its industrialized research and investment system and maintaining close relationships with clients [6][9] - The "industrialized research" approach aims to enhance the quality of investment returns by transforming insights into actionable strategies [6][9] Group 6 - The company has established a service charter based on "long-termism," emphasizing regular communication and innovation to enhance client relationships [8][9] - The long-term investment philosophy is seen as essential for navigating market volatility and sharing in economic growth [8][9]

截至12月18日泰州A股上市公司达20家总市值达1097.11亿元 今年前三季度20家泰州上市公司合计实现营业收入170.21亿元同期归母净利润达8.87亿元 ◎邱思雨 记者 操子怡 11月，泰州队以"黑马"之姿勇夺"苏超"冠军，恰恰呼应了这座长江北岸千年古城的新时代发展气质—— 在没有聚光灯的地方耕耘，在非传统优势赛道突围，最终凭借深厚积淀与精准发力，赢得属于自己的高 光时刻。 近日，上海证券报记者走进泰州，在众多上市公司和企业家身上进一步感受到了这份气质的企业版本： 坚韧稳健、创新求变。 坚韧，是泰州企业发展的底色。海阳科技在尼龙6领域扎根五十余载，终登资本市场；东华测试秉持 着"三年入门，五年入行，十年为王"的信念，将专注化为企业的护城河……在瞬息万变的市场中，它们 选择长期主义与专注深耕。 当代泰州企业家不仅将创新的文化基因传承至今，更进一步发扬光大。海阳科技秉持的爬山虎所象征的 坚韧精神，东华测试"把小东西做到极致"的工匠精神，荃信生物"让生物药飞入寻常百姓家"的使命担 当，共同构成了新时代泰州精神的内涵。 企业的茁壮成长，也离不开阳光雨露的滋养。泰州政府以"栽梧引凤"的智慧，打造"来了就不想走"的 ...

将电商的系统化能力，转化为品牌的全球市场竞争力。 文 丨 Leo 这标志着中国美妆出海进入了 "系统化与长期主义" 的新阶段。 过去十年，韩国美妆（K-Beauty）凭借水光肌、气垫等标志性产品，在强大的韩流文化助推下建立全 球影响力。如今，中国美妆（C-Beauty）正凭借极致的产品设计、敏捷的数字化营销和成熟的电商操 盘经验快速追赶。 随着国内美妆市场步入存量竞争，出海已成为中国品牌寻求增长的确定性路径。 经过几年的探索，中国美妆（C-Beauty）的出海叙事已超越了单纯的商品输出，拥有鲜明视觉语言和 文化内核的新一代品牌，不再满足于扮演国际巨头的平替，也不愿局限于新兴市场的性价比竞争，而 是开始向全球市场输出独特的品牌美学，争夺审美话语权。 2022 年，花知晓在欧美市场重构了独立站，并完成了一次关键的品牌主张转译，将 "少女心" 转译为 更具普世意义的 "Live Your Fairytales"。与此同时，其风格鲜明的产品在 Instagram 和 TikTok 上，迅 速引发 Coquette 等亚文化圈层的狂热，甚至一度引来美妆顶流 Jeffree Star 点赞，花知晓在欧美市场 斩获的热度和 ...

Core Viewpoint - The article emphasizes the importance of "serving well" as a fundamental requirement for high-quality development in the financial industry, highlighting TaiKang Asset's commitment to this principle under its new life insurance strategy [1]. Group 1: Consumer Protection and Integrity - TaiKang Asset focuses on establishing a robust consumer protection work system, promoting integrity in operations, and avoiding behaviors that violate the "serve well" principle [3]. - The company has set up a three-tier consumer protection management system that includes governance, operational management, and execution, ensuring the protection of eight basic rights for financial consumers [3]. - Continuous efforts are made to enhance consumer education and awareness through various channels, including online and offline activities, to promote financial literacy and consumer rights [3]. Group 2: Customer Product Marketing Management - TaiKang Asset has upgraded its customer product marketing management system, centering on customer experience and adopting best practices from global asset management institutions [4]. - The company has developed a customer segmentation system that balances current scale and business potential, guiding resource allocation and customer planning [4]. - A "1+N" team-based professional service model has been established to enhance customer service, ensuring a comprehensive approach to meet diverse client needs [4]. Group 3: Investment Capability and Long-term Value Creation - In response to declining long-term interest rates, TaiKang Asset aims to create absolute returns for clients by innovating its investment research system and transitioning to a "strategic investment" model [6]. - The company's pension product line includes a wide range of investment options, such as equity, mixed, fixed income, and money market products, catering to various client needs [6]. - TaiKang Asset has consistently delivered strong investment performance, with an average annual investment return of 7.22% from 2006 to 2024, surpassing industry averages [7]. Group 4: Future Outlook and Commitment - As TaiKang Asset approaches its 30th anniversary, it remains committed to enhancing service quality and creating greater value for clients through diverse investment strategy events [5]. - The company plans to deepen its customer service system, improve consumer protection mechanisms, and focus on long-term value creation while maintaining a commitment to integrity and professionalism [7].

Core Viewpoint - Lantu Automotive and CATL have signed a ten-year deep cooperation agreement to enhance collaboration in new technology, product supply, brand building, and global market synergy, ensuring stable supply and technological leadership in battery technology for Lantu Automotive [1][5]. Group 1: Partnership Details - The agreement includes CATL's commitment to support Lantu Automotive in developing battery products for new vehicle models and to prioritize providing advanced battery technologies [3]. - Both companies will promote the application of CATL's battery brands, such as Kirin, Shenhui, and Xiaoyao, in Lantu's vehicle models, while also exploring new ecosystem collaborations in battery swapping, CIIC, and V2G [3][5]. - The partnership aims to enhance supply chain agility and security through localized production and capacity collaboration [5]. Group 2: Market Strategy - Lantu Automotive and CATL will jointly conduct brand marketing and expand overseas business to enhance Lantu's global influence in the electric vehicle market [5]. - Since the start of their production cooperation in 2021, the partnership has deepened, with significant breakthroughs in ultra-fast charging technology, battery safety, and big data [5]. - CATL has become the core battery supplier for all of Lantu's main vehicle models, supporting rapid expansion and market delivery [5]. Group 3: Future Outlook - The signing of the deep cooperation agreement marks a new phase in their partnership, providing a core guarantee for Lantu to build a long-term, safe, and stable supply chain and technological advantage [5]. - The collaboration aims to mitigate risks associated with industry fluctuations, ensuring reliable battery supply and allowing Lantu to flexibly plan product launches and production schedules [5]. - Lantu Automotive aims to deliver leading experiences in range, ultra-fast charging, and safety, reinforcing its position as a leader in the high-end smart new energy market [5][7].

摘要：25年深耕分红险，中信保诚人寿的长期主义答卷 岁末年初的"开门红"，历来是保险行业特有的传统盛事。随着利率持续下行，消费者财富管理需求也不断改变，兼具保证与增长属性的分红型产品成为市场 主流，传统的"开门红"战役正被赋予全新的时代内涵，不仅仅是一场年度业绩的冲刺赛，更是一家保险公司战略眼光、产品韧性、服务温度与长期价值观的 集中展现。 在2026年"开门红"战役全面打响之际，中信保诚人寿总经理助理姜宏维不仅深刻阐释了开门红对于公司的战略意义，更分享了当前保险业面临的机遇与挑 战，以及中信保诚人寿凭借"分红险"核心战略所构建的独特发展路径。 正如姜宏维所说："在当前乃至未来相当长的时间里，我们可能都将处于一个相对低利率的环境。能够提供给客户相对安全、有一定收益和流动性的金融产 品并不多。而分红险，作为一种能较好地应对利率变动的产品，在市场上具有明显优势，是真正能够跨越周期的好产品。" 作为行业内最早聚焦分红险的险企之一，中信保诚人寿自2000年成立以来，便深耕于此，积累了长达25年、可完整追溯的分红数据。截至2024年底，公司分 红账户总规模超700亿元，成立以来累计向客户分配红利近76亿元，分红实现率长 ...

在湖州德清境内，莫干山层峦叠翠，云雾缭绕。这里因春秋时期干将、莫邪铸就绝世宝剑而闻名于世。千年之后，在这片承载着匠心与淬 炼传奇的土地上，另一段关于"磨剑"的现代工业史诗正悄然书写。 2022年，国内驱动电机领域的隐形冠军——浙江方正电机，将它的新"剑炉"安在了莫干山麓。作为德清引进的首个链主型新能源汽车关键零部 件企业，这家从浙西南山区丽水走出的公司，用了近30年，完成了从全球缝纫机的"心脏"，到新能源汽车驱动电机核心供应商的"三级跨越"。 它的故事，并非追逐风口的快意恩仇，而是一场关于专注、价值与长期主义的"慢"行军。 【第一剑】 方寸之间的全球版图——从缝纫机到汽车座椅的"基本功" 1995年，方正电机创始人张敏，在改革开放的浪潮中敏锐地捕捉到了温州、台州纺织产业崛起带来的机遇——缝纫机电机。他创业维艰，在"九 山半水半分田"的闭塞环境中起步，方正电机凭借一股"方方正正做人做事"的朴实信念，将全部精力投入这个看似微小的领域。 2001年，方正电机投入巨资研制缝纫机用变频调速伺服电机，并于2003年成功量产，一举填补国内空白，打破了日本企业的长期垄断。这项变 频调速交流伺服电机及控制系统被认定为国家级"双 ...

时光荏苒，岁月流金。2005年12月，在中国公募基金发展的浪潮中，华商基金应运而生，在中国资本市 场扬帆起航。2025年12月，华商基金迎来成立二十周年。 廿载春秋，风华正茂；继往开来，再谱华章。回顾二十年不平凡的发展历程，华商基金始终秉持初心， 以持有人利益为先，以专业铸就价值，以诚信赢得信赖，在波澜壮阔的资管行业中，刻下了属于自己的 辉煌印记，并正以昂扬的姿态，迈向高质量发展的新未来。 坚守主动管理方向 铸就卓越业绩丰碑 二十年，是时间的标尺，也是业绩的试金石。华商基金自成立以来，始终将主动管理能力视为立身之本 与发展之基，在权益与固收两大投资领域精耕细作，取得了令市场瞩目的长期回报。 根据国泰海通证券数据，截至2025年9月30日，华商基金旗下主动权益类基金近五年(2020.10.01- 2025.9.30)绝对收益率达120.39%，在141家可比公司中排名第3；近七年(2018.10.01-2025.9.30)绝对收益 率达269.62%，在118家可比公司中位列第2。 在固定收益投资领域，华商基金的主动固收类产品同样表现卓越。国泰海通证券数据显示，公司旗下主 动固收类基金近五年(2020.10.0 ...

这种赋能思维，既体现在顶层设计的系统性，也彰显于基层实践的创新性。 组织赋能：筑牢可持续发展的坚实骨架 友邦人寿以组织赋能作为可持续发展的核心支撑，将可持续长期发展目标融入企业发展的"顶层设计"。 围绕"可持续发展"关键议题，友邦人寿制定战略规划，并通过总分协同机制、组织文化建设与创新举 措，推动战略落地。 对于友邦人寿而言，长期主义早已融入发展基因。 在可持续发展日益成为全球共识的今天，企业如何超越短期利益，将责任理念融入战略核心，实现与利 益相关方的共生共赢，已成为衡量其价值的重要标尺。 对于友邦人寿而言，长期主义早已融入发展基因，而赋能型可持续发展模式则为这份坚持注入了鲜活动 能。可持续发展绝非孤立的责任举措，而是通过多层次赋能，让可持续理念渗透到组织运转、内部个体 与外部生态的每一个环节，最终实现"健康长久好生活"的愿景。 凭借以赋能为核心的可持续创新实践与长期坚守，友邦人寿在"2025第一财经·中国企业社会责任榜"中 再度荣膺最高荣誉"可持续责任典范奖"，彰显了其以"组织赋能、个体赋能、价值传导"构建多元共生生 态的独特范式。 友邦人寿于2025年正式启动"分公司绿色金融认可机制"，制定《可持续行动 ...

本报讯 （记者丁蓉）12月14日，由平安期货有限公司（以下简称"平安期货"）、平安证券股份有限公 司（以下简称"平安证券"）联合主办的2026全球交易者大会暨中国平安第七届全国期货实盘大赛颁奖典 礼举行。作为已经陪伴交易者走过7年风雨的年度大会，本届会议特邀中加基金首席经济学家邓海清、 平安基金权益投资基金经理周思聪、平安期货研究所所长李晨阳及全国期货实盘大赛获奖选手来到现 场，为与会者破除迷惘，提供更多关于2026的解题思路。 中加基金首席经济学家邓海清指出，2026年资本市场生态与资金结构将迎来深刻变革，虽面临多重不确 定性，但中国经济向高端制造、科技创新转型的核心趋势已然明朗，那些能够代表中国在新一轮全球产 业与金融秩序重塑中占据有利位置的企业，将成为这个时代最具价值的资产锚点。 平安基金权益投资基金经理周思聪表示，在第四次科技革命深入演进的背景下，AI、算力、半导体、 创新药等领域迎来关键时刻。其中中国创新药行业在技术周期、政策周期和利率环境的三重支撑下厚积 薄发，2026年整个行业依然存在贝塔行情，且个股的阿尔法行情也将起步。 平安期货研究所所长李晨阳结合海内外政治经济格局变化，指出贵金属长期上行格 ...