第六届江北嘴新金融大会12月28日在重庆两江新区举行。本次大会以"新金融 新机遇：智融惠畅——建 设西部金融中心"为主题，吸引了500余名行业专家、企业代表参会。 近年来，重庆深入实施"智融惠畅"工程强化金融支持，两江新区充分发挥江北嘴金融机构、金融人才的 集聚优势，高水平建设西部金融中心核心承载区。如今，江北嘴金融业综合实力和辐射带动力持续提 升，金融服务实体经济能力显著增强。 会上，两江新区私募基金集群正式亮相。今年以来，两江新区通过引进先进制造、半导体、空天信息、 科技成果转化等12只私募基金，总认缴出资额超百亿元，为产业升级注入强劲资本力量。 此外，陆海新通道江北嘴金融服务基地正式揭牌。该基地旨在打造通道金融服务供给集聚地、需求集聚 场所、改革创新重要阵地以及服务生态系统集成等，提供"一站式"金融服务配套和通道金融服务成效展 示。 大会还举行了"聚力新质生产力 共建科金新生态"科技金融合作签约仪式，重庆奥普泰通信技术有限公 司等一批重庆本地科技企业与重庆农村商业银行股份有限公司等金融机构签署合作协议，共同建设科技 金融新生态。此次签约不仅是金融机构与科创主体的双向奔赴，更是"智融惠畅"工程赋能科技创新 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 吴晓求 中国人民大学国家金融研究院院长、国家一级教授 本文转载自12月11日南方周末网站。 高质量满足实体经济的需求是金融创新的动力 还有一股力量来自于技术进步。如果说市场脱媒是金融第一次蜕变，那么技术进步将使金融完成第二次 蜕变。技术进步最重要的是延长、拓展和拉长了金融功能。如，新支付技术打破了物理和时间空间的约 束，极大拓展了传统金融支付的功能。 一是脱传统金融融资的媒，二是脱传统金融支付的媒。这两个叠合在一起就叫"新金融"。没有这两种力 量就没有"新金融"，但对传统金融机构比如商业银行而言，如何能够跟上技术进步的步伐，调整它的业 务结构、利润结构、风险结构，正在发生很大变化。这一切都来自于市场的作用和技术进步的作用。 二、雷从何处生？ 资本市场在未来的"十五五"时期将是中国金融业改革的重点。中国资本市场的改革发展开放，短期目标 是在"十五五"结束时，让中国资本市场没有"雷"。 我们现在有很多雷，上市公司老埋雷，老做假账，短则两三年，长则六七年，终于有一天搂不住了。假 账做一年容易， ...

Core Viewpoint - The 2025 Annual Investment Strategy Conference hosted by CICC is themed "Ride the Momentum, Seek New Opportunities," gathering over 500 executives from listed companies and numerous experts from government, industry, and academia for in-depth discussions on various emerging themes [1]. Group 1: Conference Overview - The conference takes place from November 12 to 14, featuring a total theme day on the first day and ten thematic sub-forums over the following two days [1]. - Key discussion topics include new supply, new technology, new consumption, new finance, new intelligent driving, new medicine, new applications, new materials, and new energy [1]. Group 2: Key Participants - Notable speakers include Wang Shuguang, Vice Chairman and President of CICC [3], Liu Shijun, Chief Advisor of the China Council for International Cooperation on Environment and Development [5], Dr. Teh Kok Peng, Chairman of the East Asian Institute at National University of Singapore [7], Peng Wensheng, Chief Economist and Head of Research at CICC [8], and Miao Yanliang, Executive Head of the Research Department at CICC [9].

Core Insights - The article discusses the upcoming CICC Annual Investment Strategy Conference 2025, highlighting key speakers and topics that will be addressed during the event [1][3]. Group 1: Conference Overview - The conference will take place from November 12 to 14, 2025, at the Beijing Kerry Hotel [1]. - Notable speakers include Wang Shuguang, Vice Chairman and President of CICC, and Liu Shijun, Chief Advisor of the China Council for International Cooperation on Environment and Development [1][3]. Group 2: Economic Outlook - The conference will feature discussions on macroeconomic outlooks for China and the United States, led by Zhang Wenlang, Managing Director of CICC Research [5]. - Topics will also cover A-share market outlook, Hong Kong and overseas market perspectives, and asset outlooks [5]. Group 3: Sector-Specific Insights - The agenda includes sessions on various sectors such as real estate, fixed income, REITs, and quantitative investment strategies for 2026 [6][10]. - Specific sessions will focus on new supply dynamics in industries like automotive, photovoltaic, and energy [8]. Group 4: Technological Innovations - The conference will explore advancements in AI and its implications for infrastructure and intelligent robotics [9][11]. - Discussions will also cover the integration of AI in various applications and the emergence of new materials [12][40]. Group 5: Consumer Trends - The event will address new consumer trends, emphasizing quality of life and innovative consumption patterns [9][55]. - Topics will include the evolution of service chains, brand operations, and the rise of consumer robots [9]. Group 6: Financial Sector Developments - Insights into the wealth management industry post-fee reform and the development of a multi-layered REITs market will be presented [10]. - The conference will also discuss the opportunities and challenges presented by RWA in empowering the real economy [10].

Group 1 - The conference held on September 28 focused on promoting high-quality urban vitality spaces and aimed to drive resource integration, project implementation, and regional collaboration through a dual-driven approach of "modern service industry + urban industry" [1][2] - Xu Zhou's Yunlong District is positioned as a core functional area with strong development momentum and is becoming a hub for high-end resources, aiming to leverage new industries, new consumption, new cultural tourism, and new finance to enhance urban quality and create a favorable business environment [1][2] - The event showcased 21 projects across key sectors such as urban industry, consumption enhancement, cultural and sports integration, and financial services, including a new materials production base and a super flagship store for Suning [2][3] Group 2 - The conference theme "Vibrancy Initiates a New Chapter, Dreams Built in Yunlong" emphasizes breaking industrial development bottlenecks and enhancing regional commercial vitality to support the construction of a modern industrial ecosystem [2] - New industrial spaces were introduced, focusing on high-end industry cultivation and the development of the real economy, while new consumption spaces aimed at creating high-quality consumption scenarios [3] - The Yunlong District continues to embrace development with an open and innovative approach, positioning the conference as a platform for showcasing urban charm and linking global resources for future industrial collaboration [3]

Core Viewpoint - The Bank of China Shandong Branch is actively implementing foreign exchange policies to enhance service delivery to enterprises, aiming to stabilize and improve foreign trade in the province through various initiatives and competitions [1][3]. Group 1: Foreign Exchange Policy Implementation - The bank is conducting the "Lü Trade and Finance for the People" foreign exchange skills competition to promote compliance with foreign exchange regulations and expand the benefits of foreign exchange policies [1]. - Since the beginning of the competition, the bank has focused on enhancing its capabilities in foreign exchange management and service delivery to the real economy, launching multiple initiatives to improve financial services [3]. Group 2: Service Initiatives and Achievements - The bank has organized over 38 promotional events and visited more than 950 enterprises to raise awareness of foreign exchange facilitation policies and encourage participation in the foreign exchange market [3]. - Collaborative efforts with organizations like China Export & Credit Insurance Corporation and the China-Europe Railway Express have been established to provide comprehensive cross-border financial services to export-oriented enterprises [3]. - The bank has served over 1,400 foreign trade enterprises and disbursed loans totaling 4.2 billion yuan, leading among financial institutions in the province [3]. Group 3: Industry-Specific Support - The bank has tailored foreign exchange products and services to meet the specific needs of the wood industry cluster, providing support for both raw material importers and product exporters [4]. - Financial products such as trade financing and cross-border quick loans are offered through digital platforms to meet the financing needs of various enterprises in the wood industry [4]. - The bank plans to continue implementing foreign exchange management requirements and facilitate enterprises' international expansion, contributing to the high-quality development of Shandong's open economy [4].

Group 1 - The core focus of the Jiangdong New District since 2020 has been on sectors such as air economy, new finance, consumer goods, digital intelligence, and export-oriented industries [2] - A total of 483 key enterprises have been attracted to the Jiangdong New District, including 48 Fortune Global 500 companies [2]

Core Insights - A significant competition is emerging in Hong Kong over a crucial license for stablecoins, which is seen as pivotal for the future financial order [1] - The focus of this competition is on the newly effective Hong Kong Stablecoin Regulation, which aims to explore the potential of the Hong Kong dollar in a market dominated by US dollar-pegged stablecoins [1] - The opportunity lies in serving Chinese enterprises venturing abroad, tapping into a trillion-dollar market, indicating that this is not only a chance for Hong Kong but also a preview of future financial innovations [1] Industry Overview - The Hong Kong Stablecoin Regulation is set to create a regulatory framework that could reshape the stablecoin landscape [1] - The majority of stablecoins globally are pegged to the US dollar, highlighting a potential gap for the Hong Kong dollar to establish its presence [1] - The regulatory sandbox participants, legal advisors, and licensed exchanges are actively engaging in this competitive environment, indicating a robust interest in the stablecoin sector [1]

Group 1 - The Shanghai University of Finance and Economics (SUFE) Dihui Lake Advanced Financial Institute aims to become a world-class financial institution by integrating emerging finance with industry and technology [1] - The MBA program emphasizes collaboration and value co-creation between the institute and talented individuals, providing resources and opportunities for mutual growth [2] Group 2 - The MBA program offers a non-full-time format, awarding degrees from SUFE, with a focus on Environmental, Social, and Governance (ESG) finance, which is increasingly critical in global standards [3] - The program features an innovative "Four+Two" curriculum system, consisting of four core modules and two elective directions, with 14 interdisciplinary courses to broaden students' knowledge [3] Group 3 - The full-time MBA program includes core courses in finance, economics, and management, with three research directions: FinTech and Innovation, ESG Finance, and Advanced Financial Practices [4] - The program is designed to meet diverse learning needs, allowing students to select courses based on their backgrounds and career goals [4] Group 4 - The scholarship policy aims to support students financially, encouraging participation from outstanding professionals across various industries [5] - The scholarship system includes multiple awards, such as the "Start Award" of 200,000 yuan for all non-full-time students and performance-based awards ranging from 30,000 to 50,000 yuan [9] Group 5 - Admission requirements include a recognized bachelor's degree and relevant work experience, with specific criteria for different educational backgrounds [8][10] - The application process involves several steps, including online application, material review, and participation in an exchange meeting [10][11]

Group 1 - The core idea emphasizes the importance of new finance in supporting the real economy, particularly through equity financing for startups and small enterprises that lack collateral [3][4] - New finance is characterized by its ability to provide sufficient capital through equity rather than traditional credit methods, which are limited by collateral requirements [3] - The focus on small and medium-sized enterprises (SMEs) highlights their need for equity financing, as they often do not have the assets or credit history to secure traditional loans [3][4] Group 2 - New finance also manifests in the form of funds, where local capital can be aggregated through direct financing methods to enhance social capital [4] - The concept of mother funds is introduced, which can invest in various specialized funds to promote local economic and social development [4] - The role of local government in guiding and incentivizing new finance is crucial for driving industrial chains and improving employment rates and income levels [4]