Core Insights - The public fund industry in China has surpassed a total scale of 33 trillion yuan, with over 700 million fund investors, yet many remain in a "self-service" investment state [1] - The approval of E Fund Management to establish a sales subsidiary focused on buy-side advisory services reflects a strategic shift in the wealth management industry from "scale competition" to "service deepening" [1][2] - The fund advisory business, which provides investment advice and decision-making assistance to clients, has shown remarkable growth since its pilot launch in 2019, but faces challenges such as low penetration rates and limited service scope [1][2] Industry Development - The fund advisory business is poised for significant growth opportunities, driven by the need for professional services that align with investor demands, creating a virtuous cycle of "increased returns - inflow of funds - market stability" [2] - Continuous policy support, such as the implementation of guidelines for the regularization of public fund advisory services, is crucial for the development of this sector [1][2] Key Strategies for Wealth Management Institutions - Wealth management institutions should prioritize investor interests and focus on three dimensions: building a professional advisory capability system, creating comprehensive investor support services, and developing a high-quality advisory talent pool [2][3] - Establishing a multi-dimensional research framework is essential for wealth management institutions to provide tailored solutions for investors with varying risk preferences [2] Importance of Accompanying Services - Effective fund advisory services should extend beyond simple fund recommendations to include a full-process support system, helping investors manage expectations and anxiety during market fluctuations [3] - Regular investment health reports can help investors maintain composure and avoid impulsive trading behaviors [3] Talent Development and Technology Integration - A high-quality, large-scale advisory team is vital for the success of fund advisory services, requiring professionals who understand both market dynamics and client needs [3] - The integration of intelligent advisory tools can enhance service reach while maintaining professional depth, creating a "human-machine collaboration" model [3] Vision for the Future - The transition of fund advisory services from pilot to regularization represents a critical turning point, necessitating a shift towards a service ecosystem centered on the best interests of investors [3] - This approach aims to foster a positive interaction between capital markets and household wealth, contributing to the financial empowerment of China's modernization efforts [3]

转自：新华财经 6月5日，中国人寿财产保险股份有限公司云南省分公司召开2025年国寿616客户节活动启动会，以"智汇 国寿 一生守护"为主题，开启为期一个月的金融服务盛宴，为客户提供一站式、多元化、全生命周期的 金融保险服务体验。 本次活动中，中国人寿财险云南省分公司将依托"安心享"平台，开展以"行车有保 健康财好"为核心主 题的数智化营销活动，深度整合家庭在出行、保险、医疗、娱乐四大场景需求，构建一站式服务体系， 打造"产品体验－健康管理－服务转化"的生态闭环。聚焦"客户全生命周期+保单服务周期"双轮驱动， 以"智汇国寿"为引领，通过多元科技手段，全方位升级客户数智交互体验，让服务更智能、更便捷。 编辑：赵鼎 在理赔端，中国人寿财险云南省分公司联合多家主流新能源主机厂开展风险减量服务活动，通过"安全 驾驶宣传+品牌联合推广+客户互动激励"，打造线上线下联动的沉浸式宣传，提升客户安全驾驶意识， 降低出行风险。 一直以来，中国人寿财险云南省分公司坚持"金融为民"的初心使命，始终把守护人民美好生活放在首 位。在过去的一年，该公司在服务乡村振兴和农业强国建设方面，为118万户次农户提供农业风险保障 427.5亿元。 ...

近日，南通崇川学田支行坚守金融为民的初心，主动延伸服务半径，由网点负责人带领客服经理组 成"上门服务小分队"，为行动不便的老年客户及特殊群体提供"零距离"金融服务，一日内连续完成3次 上门业务办理，以实际行动诠释"您身边的银行，可信赖的银行"的服务承诺。 中午11时，服务小队赶往圆融公馆。客户张爷爷因腿脚不便无法到网点办理银行卡密码重置业务，且急 需转账支付金额给子女。工作人员通过便携式智能终端快速完成密码重置，并针对老年人易遭遇电信诈 骗的特点，手把手教授张爷爷使用"转账额度设置""登录方式设置"等安全功能。张爷爷连连称赞："工 行服务不仅周到，还教我怎么防骗，真是贴心！" 第三站：佰仁堂养老院——特事特办暖人心 下午3时，小队奔赴佰仁堂养老院。卧床多年的李奶奶的银行卡到期了，家属申请"换卡不换号"业务。 考虑到客户无法离床，工作人员在养老院医护配合下，利用移动终端完成身份核验、电子签名等全流程 操作，当场激活新卡。李奶奶虽无法言语，仍紧握工作人员的手表达谢意，家属感动表示："工行服务 打破常规，真正解决了我们的燃眉之急！" 学田支行打破传统网点服务边界，针对老年客户、病患群体等特殊需求，建立"特事特办"绿 ...

Core Viewpoint - China Life Insurance Company is actively fulfilling its mission as a financial central enterprise by providing supportive services for students and parents during the critical high school entrance examination period, enhancing their experience and ensuring peace of mind [1][10]. Group 1: Digital Services - The "Guoshou High School Examination Station" leverages digital advantages to offer convenient services, allowing students and parents to easily locate nearby service points through a WeChat scan and a clear map display [2]. - Online appointment features save time and reduce the need for physical travel, making services readily accessible for exam preparation [2]. Group 2: Parental Support - The examination station includes a dedicated resting area for parents, equipped with comfortable seating and access to drinking water, helping to alleviate stress during the waiting period [4]. - Emergency medical supplies are available to address any unexpected situations, ensuring that parents can support their children without worry [4]. Group 3: Emotional Support - To help alleviate anxiety for both students and parents, the examination station features interactive areas such as "Dream Support Photo Points" and "Wish Interaction Walls," providing a space for emotional expression and encouragement [6]. - This initiative aims to foster a supportive environment, allowing parents to share their concerns and students to receive timely guidance [6]. Group 4: Community Engagement - On the last day of the examination, the station will serve as a public recycling energy station, encouraging students to donate used examination materials, promoting a culture of giving and environmental responsibility [8]. - This initiative not only supports those in need but also allows students to find joy in helping others, marking a meaningful conclusion to their examination journey [8]. Group 5: Commitment to Service - The examination station redefines additional services outside the examination hall, showcasing the company's commitment to serving the community with warmth and sincerity [10]. - China Life Insurance emphasizes a people-centered approach, establishing mechanisms for practical service delivery and enhancing public perception of insurance services [10].

5 月 30 日，申万宏源召开干部任职宣布会，周海晨同志不再兼任申万宏源研究总经理，王胜 同志接任总经理一职，全面负责经营管理工作。申万宏源证券执行委员会委员周海晨同志分管研 究业务和机构业务，兼任申万宏源研究党委书记、董事长。 王胜同志在会上则表示，研究所将在公司党委的领导下，积极服务国家发展大局，强化数据 优势，开拓智能研究，擦亮研究"金字招牌"，以"金融报国"的情怀和政治担当，持续优化"投研 +产研+政研"体系建设，为公司"一流投资银行和投资机构"建设而努力。 申万宏源党委书记、证券公司董事长刘健同志在干部任职宣布会上，肯定了王胜同志的专业 能力、敬业精神和客户意识，并提出研究所要持续深化高质量党建对研究工作的引领作用，以 "金融报国、金融为民" 的使命担当，为公司高质量发展注入强劲动能；要聚焦主责主业提升研究 质效，锚定金融 "五篇大文章" 精准发力，在服务国家战略中彰显研究价值；夯实可持续发展根 基，传承和发扬好团队历史底蕴与专业精神。 周海晨同志肯定了王胜同志近些年在服务国家战略、专业领域、团队管理的成绩。希望王胜 同志继续夯实团队可持续发展根基，赓续 "百年团队" 精神，在创新中开拓新局，聚焦宏 ...

今年3月，"万亿长行给力湖南"长沙银行千企万户大走访启动，聚焦"进园区、访协会、走企业、拓商圈、联社 区、入乡村"六个阵地，通过贯穿全年、覆盖全省的大走访，面对面倾听客户心声，实打实解决企业诉求，切实 落实中央、省、市关于金融服务实体、金融支持小微企业融资的决策部署。 裕南街街道是长沙市中心的老城区，下辖12个社区，常住人口约6.5万。这里既有东瓜山飘香四溢的夜市烟火，又 坐拥南郊公园绿意盎然的城市氧吧，历史韵味与现代活力在此交融共生。此次与裕南街街道的合作，正是长沙银 行深耕社区生态、延伸服务触角的又一创新实践——通过趣味运动会这一载体，将金融服务从"柜台"延伸到"广 场"，让"金融为民"的理念真正融入社区肌理。 长沙银行自1997年成立以来，始终以社区为中心，服务银发群体、助力小微企业，打造了"超能力俱乐部"和"布蕉 绿亲子俱乐部"等特色平台。位于裕南街街道蓝湾国际广场的长沙银行华兴支行，是长沙银行华龙支行下辖的特 色网点。华兴支行一直深耕社区金融，聚焦银发客群服务，华兴支行联合向东南社区/杏花园社区，举办艺术课 堂、节日活动及金融知识普及等活动100余场，并搭建线上社群提供便捷服务200余次。裕南街街道 ...

Core Insights - The company has been enhancing its financial services to support the real economy and improve the quality of life for citizens since 2025, demonstrating its commitment as a state-owned bank [1][2][3] Group 1: Financial Education and Consumer Protection - The company emphasizes financial education to build a risk prevention framework, actively engaging in consumer rights protection and creating a harmonious financial consumption environment [1] - In 2023, the company expanded its financial education outreach by organizing events in community centers and schools, focusing on preventing illegal fundraising and financial fraud, particularly targeting elderly and student demographics [1] Group 2: Innovative Service Solutions - The company introduced a "Change Service Optimization Plan" to address the cash exchange needs of local merchants, establishing dedicated service windows and appointment systems [2] - A mobile financial service team was created to assist businesses and elderly clients with banking services, completing 90 on-site card issuance services for enterprises and 17 special services for elderly customers in 2023 [2] Group 3: Targeted Support for Enterprises - The company launched a "Thousand Enterprises and Ten Thousand Households" initiative to visit and understand local businesses' needs, implementing a tailored service mechanism [3] - In February, a customized bill discounting solution was provided to a specialized enterprise, facilitating a quick release of 10 million yuan to alleviate cash flow pressures [3] - By the end of Q1, the company had issued over 6 billion yuan in inclusive loans, benefiting nearly 800 small and micro enterprises, thereby significantly supporting the development of the real economy [3]

对于今后发展，许建平表示，兰州银行将坚守"金融为民"的初心使命，以更饱满的热情、更昂扬的斗 志，抢抓机遇、乘势而上，以稳健经营筑牢发展根基，以创新服务赋能实体经济，以责任担当回馈社会 关切，以长效回报践行"客户至上、股东为本"的价值追求，不负时代机遇，不负社会各界信任。让兰州 银行携手并进，以更坚定的步伐、更坚实的成果，共同谱写金融为民、服务发展的新篇章。 5月15日下午，兰州银行（001227）（001227.SZ）在全景网顺利召开2024年度暨2025年第一季度业绩说 明会。兰州银行党委书记、董事长许建平，党委副书记、董事、行长刘敏，独立董事方文彬，董事、董 事会秘书张少伟，公司业务部总经理李胜龙，计划财务部总经理高雪梅，保荐代表人曾琨杰，保荐代表 人田斌等领导嘉宾出席活动并与投资者进行实时在线交流。 兰州银行党委书记、董事长许建平在致辞中表示，2024年和2025年第一季度，兰州银行持续秉承审慎稳 健经营理念，积极响应国家政策，紧密围绕服务地方经济发展、履行社会责任、提升投资者回报等关键 任务，砥砺奋进，克服重重困难挑战，取得了好于预期的成绩。 从经营业绩看，兰州银行的经营业绩稳步提升，发展动能强劲有力 ...

Group 1 - The core viewpoint of the articles highlights the importance of personalized banking services, exemplified by the proactive approach of Yizheng Rural Commercial Bank in providing home service to clients in need [1][2] - Yizheng Rural Commercial Bank has implemented a "special customer service response mechanism" to address unique client situations, demonstrating their commitment to customer care [1] - The bank's initiative to create a "network + home service" model and the "Little Round Service Team" brand reflects its dedication to enhancing service quality and extending its service reach [2] Group 2 - The bank aims to expand the "Little Round Service Team" in response to positive customer feedback, indicating a strategy for continuous improvement in service delivery [2] - The case of client Chen Tingjin illustrates the bank's effective communication and support, which has led to high customer satisfaction and appreciation [1] - Yizheng Rural Commercial Bank's actions embody the principle of "finance for the people," reinforcing its mission to provide thoughtful and comprehensive services to its clients [2]

Group 1 - The "Urban Micro Light" project is a community governance initiative launched by Chengdu Rural Commercial Bank Jinjiang Branch, Jinhualu Street, and Tianfu Citizen Cloud, aimed at enhancing community cooperation and financial services [1] - The project introduces a "Micro Light Coin" points redemption mechanism, allowing community grid workers to earn points for participating in governance actions, which can be exchanged for various local services [1] - The initiative promotes interaction among residents, merchants, and community governance, enhancing local economic development and improving brand influence for local businesses [1] Group 2 - The event exemplifies the "Finance for the People" philosophy, with plans to deepen the "Micro Network Real" service model through a "Party Building + Finance + Business Circle" approach [2] - The bank aims to expand cooperation with local merchants to create a "15-minute happy living circle," contributing to high-quality urban development [2] - The activities include financial knowledge promotion, covering topics such as deposit insurance, anti-money laundering laws, and fraud prevention, integrating inclusive finance with community governance [1]