Core Insights - The "2026 Eastern Wealth Securities First Listed Company Partner Conference" aims to create a high-quality interactive platform for listed companies and experts to discuss macro trends, ecological services, and governance deepening [1] - The conference emphasizes the importance of listed companies as the backbone of the national economy, facing both opportunities and challenges in the current global economic landscape [1] Group 1: Macro Insights and Economic Outlook - The global economy is facing "fourfold changes," impacting China's foreign trade and capital markets, with a more proactive macro policy expected in 2026 [3] - Fiscal policy is anticipated to remain expansive, while monetary policy will be moderately loose to support steady economic growth, with domestic demand being a key driver [3] - Emerging industries such as semiconductors and artificial intelligence are projected to become core drivers of new productive forces in China [3] Group 2: Investment Opportunities and Strategic Configuration - The A-share bull market is expected to deepen due to overseas liquidity support, domestic anti-involution efforts, and the internationalization of industries [4] - The conference provided practical guidance on capital market investment opportunities, focusing on industry tracks, asset allocation, and strategic layout [4] Group 3: Ecosystem Development and Service Empowerment - Building a comprehensive and customized service ecosystem is crucial for empowering the growth of listed companies [5] - The company aims to create a "big consulting, big technology, big platform" service model, covering the entire lifecycle of listed companies [5] - Services include governance, strategic planning, market value management, ESG, and digital tools to enhance operational efficiency [5] Group 4: Governance and Growth Strategies - High-quality development of listed companies relies on improved governance, iterative growth logic, and optimized value pathways [7] - Roundtable discussions focused on how companies can navigate market fluctuations and foster core competitiveness through technological innovation and strategic focus [7][9][11] - Participants emphasized the importance of robust corporate governance as a foundation for long-term value growth and the need for financial institutions to assess companies' long-term value beyond traditional financial metrics [9] Group 5: Future Directions and Industry Collaboration - The successful hosting of the conference marks a significant step for the company in linking industry and capital, aiming to create a healthy capital market ecosystem [13] - The company plans to continue developing the partner conference as a benchmark interactive platform, integrating resources and empowering partners for high-quality development in the real economy [13]

Group 1 - The conference "Gathering Strength in the East, Empowering New Beginnings" hosted by Dongfang Caifu Securities aims to create a high-quality interactive platform for listed companies, focusing on macro trends, ecological services, and governance deepening [1] - Dongfang Caifu Securities Chairman Zheng Likun emphasized the importance of the capital market in supporting the real economy and the challenges faced by listed companies in the current economic landscape [1] - The conference gathered over 200 executives and experts to discuss strategies for navigating the evolving economic environment and enhancing collaboration within the capital market ecosystem [1] Group 2 - The keynote speech by Lian Ping highlighted the "fourfold changes" in the global economy, including major power competition and stagflation risks, which significantly impact China's foreign trade and capital markets [2] - Lian Ping predicted that China's macroeconomic policy in 2026 will become more proactive, with an expansionary fiscal policy and moderately loose monetary policy to support steady economic growth [2] - The dual pillars of consumption and investment are expected to drive domestic demand, with emerging industries like semiconductors and artificial intelligence becoming key growth drivers [2] Group 3 - Chen Guo, Deputy Director and Chief Strategist of Dongfang Caifu Securities, discussed the ongoing bull market in A-shares, driven by overseas liquidity support and domestic industrial upgrades [3] - He provided practical guidance on investment opportunities and strategic asset allocation for listed companies in the capital market [3] Group 4 - The conference emphasized the need for a comprehensive and customized service ecosystem to empower the growth of listed companies [4] - General Manager Dai Yan outlined the integrated service ecosystem that Dongfang Caifu Securities is building, which includes consulting, technology, and platform services [4] - The services cover the entire lifecycle of listed companies, from initial public offerings to growth, maturity, and transformation phases [4] Group 5 - The roundtable discussions focused on enhancing governance capabilities and optimizing growth logic for listed companies [5] - Key topics included how companies can navigate market fluctuations, overcome growth bottlenecks, and foster core competitiveness during economic transitions [6] - Participants emphasized the importance of technological innovation, industry chain collaboration, and strategic focus for sustainable growth [6] Group 6 - The discussions also addressed the need for improved corporate governance as a foundation for long-term value growth [7] - Financial institutions were encouraged to adopt multidimensional assessments of new productivity-related companies to help align intrinsic value with market valuation [7] - The roundtable highlighted the balance between short-term performance and long-term value in corporate strategies [7] Group 7 - The conference concluded with a commitment from Dongfang Caifu Securities to continue enhancing its role in linking industry and capital, fostering a healthy capital market ecosystem [8] - The event is seen as a significant step towards establishing a benchmark interactive platform for the industry, promoting resource integration and professional empowerment [8]