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广发证券(000776) - 2025年7月15日投资者关系活动记录表
2025-07-15 10:00
Group 1: Business Strategy and Development - The company focuses on integrating into national development, serving the real economy, and maintaining high-quality development as its main line of work [2] - Key areas of focus include deepening business transformation, optimizing business structure, and accelerating digital transformation to enhance operational efficiency [2] - The company aims to strengthen its comprehensive financial service capabilities, maintaining leading positions in research, asset management, and wealth management [2] Group 2: Wealth Management Business - The company adheres to its main responsibilities, aligning with high-quality development and focusing on wealth brokerage business targeting high-quality clientele and efficient online operations [3] - It emphasizes a dual approach of online and offline customer service, standardizing operations, and ensuring compliance [3] Group 3: Investment Banking Business - The company implements national strategies and regulatory requirements, prioritizing financial services for the real economy [4] - It focuses on resource accumulation, client development, and professional capability building in key sectors, particularly in the Greater Bay Area [4] - The company is committed to enhancing integrated services and accelerating the digital transformation of investment banking [4] Group 4: Investment Management Business - The investment management segment includes asset management, public fund management, and private fund management, with a focus on creating a diverse product supply system [5] - The company aims to enhance its active management capabilities and product innovation, leading to growth in asset management scale [5] - As of March 2025, the public fund management scale of Guangfa Fund and E Fund ranks third and first, respectively, excluding money market funds [5]
中国银河证券刘冰:以买方投顾把握时代机遇 构建财富管理新生态
新财富· 2025-04-22 14:21
在近期举办的"第七届新财富最佳投资顾问颁奖典礼暨财富管理发展论坛"上,中国银河证券 凭借卓越的投顾服务能力,第七次斩获"新财富最佳投资顾问团队"称号,持续领跑行业。中 国银河证券执委会委员、业务总监、董事会秘书刘冰在会上分享了 中国 银河证券在财富管 理转型中的实践与思考。刘冰表示,当前财富管理行业正经历深刻变革,迎接财富管理大时 代的到来,唯有以买方投顾转型重塑服务生态、构建价值共同体,方能把握时代机遇,促进 高质量发展。 0 2 破茧:以客户为中心重塑服务生态 资本市场的深刻变革与快速发展,在带来新型财富管理模式的机遇和更为广阔的市场空间的 同时,也迫使财富管理行业去直面当下的诸多挑战与痛点。传统佣金水平不断下降,销售驱 动的"卖方投顾"模式难以为继,客户财富需求与金融供给错位的"服务鸿沟",倒逼行业重新 思考未来业务模式。 中国银河证券自2 0 1 8年起,全面推进财富管理转型,率先推进买方投顾业务,以客户利益为 核心,重塑服务关系,深化数字化中台赋能,推进经营管理机制革新,构建差异化竞争力。 0 1 财富管理大时代:机遇与挑战并存 中国银河证券执委会委员、业务总监、董事会秘书 刘冰 刘冰表示,高质量发 ...