财务数智化转型
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北京上市公司协会开展财务总监专题培训
Zheng Quan Ri Bao Wang· 2025-11-07 10:17
Core Insights - The training event for CFOs of listed companies focused on financial digital transformation, low-interest fund management, and tax compliance risk control, aiming to enhance the quality of financial operations in enterprises [1][2]. Group 1: Financial Digital Transformation - The event highlighted the importance of digital technology in reshaping financial management, with CFOs transitioning from "value recorders" to "strategic partners" and "value creators" [2]. - Key challenges in the digital transformation process include system collaboration, data value extraction, and talent capability alignment, with practical paths for implementation discussed [3]. Group 2: Low-Interest Fund Management - Experts analyzed the trends in bond yields and the limitations of traditional fixed-income strategies in a low-interest environment, emphasizing the need for CFOs to balance fund safety and profitability [4]. - A tailored fund allocation strategy was shared to optimize fund efficiency while adhering to compliance standards [4]. Group 3: Tax Compliance Risk Control - The training addressed the regulatory trend of "governing taxes by law and data," focusing on high-risk areas such as related-party transactions and cross-border taxation [5]. - Strategies for comprehensive tax compliance and audit response techniques were shared to help CFOs build a robust tax compliance framework [5]. Group 4: Future Outlook - The training served as a high-quality professional exchange platform, with plans for more targeted activities to enhance the professional capabilities of CFOs in listed companies [6].
WAIC 2025 | 大模型进入财务应用深水区 可信AI成财务数智化转型核心动力
Zhong Guo Jin Rong Xin Xi Wang· 2025-07-29 09:27
Core Insights - The article discusses the profound impact of AI technology on the finance sector, highlighting the transition from traditional accounting to intelligent analysis and strategic decision-making [2][3][4]. Group 1: AI in Finance - AI is reshaping the accounting field, with new generation AI technologies, such as large language models, being deeply applied in accounting processes, financial reporting, management accounting, and internal controls [2]. - The integration of big data and AI is enhancing operational efficiency and providing robust support for risk warning and compliance control [2][3]. - Trustworthy, explainable, and controllable AI is identified as a core driver for the digital transformation of finance [2][3]. Group 2: Audit Industry Transformation - AI is significantly influencing the audit industry by automating processes through data analysis and natural language processing, transitioning the industry from labor-intensive to automated models [3]. - While AI enhances efficiency, human auditors are still essential for professional judgment and completing comprehensive audit procedures [3]. Group 3: Large Model Technology in Finance - The "2025 China Enterprise Financial Intelligence Survey Report" indicates that large model technology is entering a deep application phase in finance, with scenario-based implementations becoming a new driving force for intelligent finance [4]. - AI applications in the payment industry have led to significant efficiency improvements, such as reducing KYC review time from 4 hours to 78 seconds [4]. Group 4: Banking Sector Innovations - Shanghai Pudong Development Bank is advancing AI capabilities in financial analysis, providing intelligent report generation and financial metric calculations to support credit decisions and risk assessments [6]. - The bank emphasizes the importance of security and trustworthiness in AI applications, focusing on various safety evaluation dimensions [6].
2025世界人工智能大会智能财务论坛成功举办
Guo Ji Jin Rong Bao· 2025-07-28 13:17
Core Insights - The forum focused on the theme "Trustworthy Artificial Intelligence Driving Financial Digital Transformation," highlighting the integration of international standards with local adaptations in the financial sector [1][3] - The event showcased the latest achievements and future prospects of China's financial digital transformation, emphasizing the importance of trustworthy AI technology in this process [1][3] Group 1: Forum Highlights - The forum featured keynotes from prominent figures in academia and industry, discussing theoretical exploration, policy guidance, and practical applications of AI in finance [3] - A report titled "2025 China Enterprise Financial Intelligence Survey Report (Blue Book)" was released, examining the current state, development trends, challenges, and strategies for financial intelligence in Chinese enterprises [3] Group 2: Roundtable Discussions - Experts discussed the adaptability of AI in finance from a global perspective, covering topics such as technological adaptation, cultural integration, risk management, and value creation [4]
一线调研保利财务:“助力保交楼” 逆势加大信贷投放
Zhong Guo Jing Ying Bao· 2025-05-13 14:39
Core Viewpoint - The article discusses the role of Poly Financial Company in supporting the real estate sector amid a series of government policies aimed at stabilizing the housing market, highlighting its significant contributions to financing and project delivery [1][2]. Group 1: Company Overview - Poly Group's real estate business contributes over 70% to its overall revenue and more than 80% to its profits [2]. - Poly Financial Company, established in 2008, serves as the internal bank for Poly Group, focusing on centralized fund management and improving fund utilization efficiency [2]. Group 2: Financial Performance - Since its inception, Poly Financial Company has issued loans totaling 116.3 billion yuan, with an annual growth rate of 36% [2]. - In 2024, the average daily scale of real estate loans reached 29.1 billion yuan, reflecting a year-on-year increase of 35%, significantly surpassing the average growth rate of social real estate loans [2]. Group 3: Risk Management and Compliance - Poly Financial Company has maintained a zero non-performing asset record for 17 consecutive years, emphasizing its commitment to compliance and risk management [4]. - The company has not faced regulatory penalties since its establishment, indicating a strong compliance framework [4]. Group 4: Innovation and Future Plans - The company is innovating in financing channels, including conducting operational property mortgage loans worth 1.55 billion yuan to support asset revitalization [3]. - Future plans include accelerating financial digital transformation and enhancing the application of big data and artificial intelligence to improve service precision and efficiency [4].