Group 1 - The core theme of the event is "New Era, New Fund, New Value," aimed at promoting high-quality development in the public fund industry in alignment with the China Securities Regulatory Commission's action plan [2] - The company recognizes the necessity of transitioning from a focus on scale to a focus on returns, enhancing its ability to serve the real economy and national strategies [2][9] Group 2 - The company is actively involved in five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance, to support high-quality economic development [1][9] - In technology finance, the investment research team focuses on hard technology sectors such as artificial intelligence and biotechnology, and has launched thematic funds on the Beijing Stock Exchange [3] - In green finance, the company has issued two public REITs in the renewable energy sector to support infrastructure development and provide long-term funding for green projects [4] - The inclusive finance strategy includes developing low-threshold, diversified public fund products to meet various investor needs, with company executives actively investing in their own products [5] - In pension finance, the company is involved in building the third pillar of pension systems and offers specialized investment solutions for retirement [6] - The digital finance initiative emphasizes increasing technological investments to enhance research capabilities and operational efficiency through AI and big data [7] Group 3 - The company is establishing a comprehensive investment research system with various departments to ensure efficient collaboration between investment and research [8] - A robust risk management framework is being developed to cover various types of risks, ensuring a comprehensive approach to risk management [8] - The company aims to continuously enhance its resource allocation in the five key financial areas to inject more financial resources into the real economy [9]

Group 1: Core Perspectives - The core focus of the public fund industry is to protect the interests of investors, as emphasized in the "Action Plan" released by the China Securities Regulatory Commission [2][6] - The "Beijing Public Fund High-Quality Development Series Activities" aims to create a new brand for high-quality financial development in Beijing, highlighting the theme "New Era, New Fund, New Value" [1][2] - The company, Zhongjia Fund, is committed to enhancing its core competitiveness and providing lifelong fund services to investors, aligning with the regulatory call for high-quality development [1][2] Group 2: Investment Strategies and Product Offerings - Zhongjia Fund has established 77 public funds covering various strategies, including active management, passive index, quantitative strategies, and FOF allocation, to meet the wealth management needs of residents [2] - The company focuses on technology finance by developing public products related to specialized and innovative sectors, supporting quality technology enterprises while creating value for investors [3] - In green finance, Zhongjia Fund is expanding its equity product line around low-carbon and renewable energy themes, and is actively researching green bond-related funds [3][4] Group 3: Risk Management and Compliance - The "Action Plan" stresses the importance of maintaining a risk bottom line and improving multi-level liquidity risk prevention mechanisms within the industry [6] - Zhongjia Fund adheres to a compliance-first and prudent management philosophy, achieving a "zero failure" record in fund investments over the years [6] - The company is enhancing its comprehensive risk management quality through digital empowerment, focusing on preemptive control and performance attribution analysis [6]

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 作者：经雷 嘉实基金总经理 公募基金通过深度的基本面研究，发挥其价值发现、价值创造、风险管理等专业投资能力，将社会资本 高效配置到国家战略指引、最具发展潜力的产业领域，如科技创新、先进制造、绿色能源等，助力现代 化产业体系建设。以嘉实为例，截至2025年上半年，嘉实基金持有的各类股票总市值接近4000亿元，其 中配置比例居前的细分行业包括电子、有色金属、计算机、通信等新质生产力领域。 深度研究不仅需涵盖个股与行业，更需对产业趋势、宏观经济持续追踪和认知判断。近年来，嘉实基金 就前瞻性关注并加大了对半导体、人工智能、生物医药等战略新兴行业的配置力度，通过主被动权益产 品的打造让投资者有便捷普惠的途径参与到这些战略新兴产业投资机会的捕捉中。 发现产业价值，终极落脚点是让投资者有收获。包括嘉实基金在内的公募基金公司，着力通过构建系统 化的深度研究与投资体系等，力争让投资者在产业升级中共享投资回报。今年上半年，嘉实基金旗下公 募基金创造投资回报约210亿元。其中，围绕新质生产力布局的产品也到了投资者的认可和积极参与。 根据统计，截止今年上半年，这些分别聚焦 ...

Group 1 - The core theme of the recent series of activities in Beijing is "New Era, New Fund, New Value," focusing on high-quality development in the public fund industry [1] - The State Council's guidelines emphasize the importance of providing quality financial services to support strategic areas and the development of new productive forces [1][3] - Oriental Fund is committed to enhancing its product layout and service system to align with the financial "Five Major Articles" and improve its professional capabilities [1][3] Group 2 - Oriental Fund plays multiple roles, including that of a "fund guide" and "product and service innovator," in the implementation of the "Five Major Articles" [2] - The focus on technology finance aims to provide comprehensive financial services for technological innovation and the development of tech enterprises, promoting the progress of new productive forces [3] - The company has actively developed products in the green finance sector, reflecting the increasing importance of sustainable development in industrial upgrades [3][4] Group 3 - Oriental Fund is enhancing its product line to meet diverse investor needs, including actively managed equity funds, bond funds, and index funds, in response to the declining bank deposit rates [5] - The company is addressing the aging population by launching pension-targeted funds and conducting educational activities to raise awareness about pension planning [6] - Oriental Fund is advancing its digital transformation and improving service quality by enhancing its information technology infrastructure and ensuring network security [6]

在嘉实基金，打造可持续的投资者获得感有一个公式：产品方案+投资回报+投资体验+投资陪伴=投资 者获得感。每一个单项做得越好，投资者获得感就会越强。 嘉实基金管理有限公司总经理 经雷 高质量发展，为公募基金带来澎湃新动能。今年5月，《推动公募基金高质量发展行动方案》正式发 布，一系列改革举措及配套规则正陆续落地。这为行业更深刻践行发展使命、更紧密围绕投资者利益最 佳导向开展业务，擘画蓝图、指明方向。 北京地区的公募基金等机构凝心聚力，在北京证监局指导下，与北京证券业协会共同组织落实"新时代· 新基金·新价值——北京公募基金高质量发展在行动"活动，彰显了行业锐意进取、回归本源的坚定决 心。嘉实基金愿与同业一道，勇担使命，积极作为，以扎实行动将高质量发展的宏阔蓝图转化为投资者 的真切获得感，共同书写公募基金行业服务实体经济、服务投资者的新篇章。 让每一位投资者成为产业发展的"合伙人" 公募基金联接产业增长与投资者回报两端，积极做好这个桥梁，能够让现代化产业发展与投资者双向奔 赴、实现双赢。 公募基金通过深度的基本面研究，发挥其价值发现、价值创造、风险管理等专业投资能力，将社会资本 高效配置到国家战略指引、最具发展潜 ...

Group 1 - The core idea of the articles revolves around the initiative "New Era, New Fund, New Value" aimed at promoting high-quality development of public funds and enhancing investor education through community engagement [1][2] - Seven institutions, including Huian Fund, Yinhua Fund, and Dongfang Fund, participated in a community event in Haidian District to provide financial knowledge to residents, particularly targeting the elderly [1] - The event featured interactive activities such as a "Fraud Prevention Wheel" quiz and traditional games, effectively combining financial knowledge with entertainment, which increased community engagement and understanding of financial safety [1] Group 2 - The thematic speech focused on the high-quality development of public funds, analyzing common scams and introducing the operational logic of public funds and basic asset allocation principles [2] - The event served as a vivid representation of the public fund industry's commitment to high-quality development, with plans for continued educational outreach in communities, schools, and business districts [2] - The materials distributed during the event included practical financial tips and case studies, designed to be easily accessible and relevant to residents' daily lives, reflecting the public institutions' responsibility to serve the community [1][2]

专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 9月15日，为贯彻落实《推动公募基金高质量发展行动方案》，在金融监管总局金融消保局指导下，北 京金融监管局、北京市委金融办、人行北京市分行、北京证监局携手北京各银行、保险、证券公司、公 募基金、基金销售机构等金融机构，共同启动"保障金融权益 助力美好生活"的2025年金融教育宣传周 活动。 此次活动以"保障金融权益 助力美好生活"为主题，围绕"为民办实事，提升服务水平；规范营销行为， 强化适当性管理；抵制非法中介，维护金融秩序；防范电信诈骗，保护财产安全"等四方面，开展多渠 道、多形式、分人群、有侧重的金融教育宣传。活动旨在通过为期一周的多维度、立体化宣传，帮助群 众丰富金融知识、提升防非反诈意识，推动金融机构深化服务改革，把专业服务转化为群众可感知的便 利和实惠。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 为响应行业号召，包括惠升基金在内的多家北京公募基金机构在9月15日至9月21日的2025年金融教育宣 传周市集搭建展台进行宣传，并举办了形式丰富、互动性强的投资者交流活动，展示了北京公募基金行 业的活力与创新精神。 ...

Core Viewpoint - The introduction of the "Action Plan for Promoting High-Quality Development of Public Funds" marks a new phase of systematic transformation and deep change in the public fund industry, addressing various industry issues and proposing 25 detailed measures for high-quality development [1]. Group 1: Investment Philosophy Transformation - High-quality development in equity investment shifts focus from short-term performance and scale expansion to long-term sustainable returns, risk control, and enhancing investor trust [2]. - The cultivation of long-term high-performance products is key to sustained growth in equity scale, with a focus on fundamental research and individual stock selection [2][3]. Group 2: Performance and Personnel Management - Emphasis on performance benchmarks and long-term assessments to ensure fund managers focus on long-term value creation rather than short-term gains [3]. - Development of a long-term research system and talent team to enhance the research team's ability to serve products and external clients [3]. Group 3: Product Layout Optimization - The Action Plan aims to significantly increase the scale and proportion of equity investments in public funds, encouraging innovation and optimizing registration arrangements for equity funds [4]. - The company will enhance its supply capacity for equity assets and develop a diverse product system covering various strategies, including active equity, fixed income+, index enhancement, and quantitative indices [4][5]. Group 4: Investor Service Enhancement - High-quality development is ultimately reflected in investor satisfaction, necessitating improved service capabilities in the public fund industry [6][7]. - The company will promote long-term investment concepts through investor education and simplify processes to reach underserved groups [7][8]. Group 5: Compliance and Transparency - The company prioritizes compliance and risk control, ensuring all business activities operate within a compliance framework and enhancing transparency in information disclosure [8].

政策引领：筑牢养老金融高质量发展根基 专题：北京公募基金高质量发展系列活动 新时代、新基金、新价值 在北京市公募基金高质量发展系列活动深入推进之际，养老金融作为金融"五篇大文章"的重要组成部 分，正迎来政策红利与行业创新共振的黄金发展期。随着我国老龄化进程加快，如何通过公募基金专业 力量构建多层次养老保障体系，成为资本市场服务民生保障的核心议题。京东肯特瑞积极响应国家战 略，以"政策为纲、科技为翼、生态为基"的发展理念，在个人养老金制度落地、投资者教育等领域形成 特色实践，为养老金融高质量发展贡献力量。 公司自主研发的"京东财富养老下滑曲线配置模型（JD-RGP）"，成为科技赋能养老金融的典范之作。 该模型在对标国际成熟经验的基础上，充分考虑中国居民人生阶段特征和性别差异，引入宏观经济因子 和微观市场因子双重调节机制，能够为不同用户提供动态优化的资产配置方案。模型具备的本土化、稳 健性、动态优化等五大特点，使其在实践中表现出较强的适应性，既满足了风险厌恶型投资者的稳健需 求，也为风险承受能力较强的投资者提供了增值空间。 在服务触达层面，公司通过京东金融App搭建了便捷高效的个人养老金服务平台，支持多家主流银行 ...

Core Viewpoint - The public fund industry in China is entering a critical stage of deepening reform and improving quality and efficiency, focusing on enhancing investment capabilities, optimizing customer experience, and increasing investor trust [1][2]. Group 1: Understanding the Importance of High-Quality Development - Reform is necessary for the public fund industry, which has grown to manage over 30 trillion yuan and serve over 800 million investors, but still faces challenges in operational philosophy and governance [4]. - The industry must address issues arising from rapid growth, which hinder its development and service quality, necessitating reforms that focus on core business and diverse financial products [4][5]. - The action plan emphasizes a problem-oriented approach, aiming to align the industry's development with the interests of investors and enhance service quality [5]. Group 2: Creating a New Fund Ecosystem - The Beijing Securities Regulatory Bureau is guiding the industry to innovate and optimize its business structure to align with high-quality development requirements [6][7]. - Business innovation is being promoted, including the introduction of floating fee rate products and an increase in equity fund offerings, with 73 new equity funds launched in the first half of 2025, totaling 41.5 billion yuan [7]. - The industry is shifting towards an investor-centric service model, enhancing personal pension product offerings and improving investor engagement through digital transformation [8]. Group 3: Enhancing Service to the Real Economy - The public fund industry in Beijing is actively supporting national strategies, with 48 managed science and technology innovation funds totaling 173.236 billion yuan as of mid-2025 [10]. - The industry is also promoting green development through ESG products, with 37 ESG-themed funds amounting to 24.809 billion yuan [10]. - The development of REITs is being encouraged, with 3 new products launched in the first half of 2025, raising 3.803 billion yuan [10]. Group 4: Strengthening Investor Protection - The industry is prioritizing investor rights, with ongoing fee reforms leading to a savings of 7.2 billion yuan for investors in 2024 [12]. - Innovative investor education initiatives are being implemented to ensure that product risks align with investor risk tolerance [12]. - A robust complaint handling mechanism is being established to ensure efficient resolution of investor disputes [12]. Group 5: Risk Prevention and Control - The industry is enhancing its risk management capabilities through a comprehensive regulatory framework and proactive monitoring of operational risks [12]. - A zero-tolerance policy is in place for illegal activities, ensuring strict penalties for violations [12]. - Key risks such as governance, liquidity, and credit risks are being closely monitored to prevent systemic risks [12].