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2026新年献词|上银基金总经理尉迟平:紧扣新质生产力,全面筑牢高质量发展根基
Xin Lang Cai Jing· 2026-02-12 09:28
Core Viewpoint - The company emphasizes its commitment to serving the public and contributing to the modernization of China's financial system while ensuring compliance and risk management [1][30]. Group 1: Company Overview and Strategy - As of the end of 2025, the company's total assets under management reached 289.4 billion yuan, with public fund assets accounting for 251.6 billion yuan [4][31]. - The company is focused on enhancing its research and investment capabilities, optimizing product offerings, and improving investor services in line with national development strategies [3][30]. Group 2: Investment Focus - The company is concentrating on new productive forces, particularly in technology innovation and strategic resources, launching various index and thematic funds to support these areas [5][32]. - Notable fund performances include the Shenyin Wanguo Semiconductor Index A, which achieved a return of 89.93% since its inception, and the Shenyin Wanguo Resource Selection Mixed Fund A, which reached a return of 114.39% [5][32][42]. Group 3: Fixed Income Investment - The fixed income team has increased allocations to technology and industrial bonds, aiming to find excess returns while supporting the real economy [6][33]. - The company’s fixed income funds ranked in the top 9% for absolute returns over the past three years, with several products achieving high relative performance [6][34]. Group 4: Future Outlook - The company is optimistic about the long-term resilience of the Chinese economy and the high-quality development of capital markets, planning to leverage structural opportunities in various sectors [8][35]. - Key investment themes for 2026 include AI applications, national security, and strategic autonomy, as well as opportunities in new consumption and healthcare driven by the "14th Five-Year Plan" [9][35][36]. Group 5: Enhancing Investor Experience - The company aims to improve investor experience by expanding educational services and creating a comprehensive support system that covers all stages of investment [10][40]. - Initiatives include online interactions, community engagement, and educational events to enhance financial literacy among investors [10][40].