这场国内券商与沙特交易所的首次联袂盛会，吸引了沙特资本市场管理局代表、全球多家上市公司高管 及投资机构参与。 刘成在开幕致辞中系统阐述了"价值投行、新质投行、数智投行"三位一体的战略框架，并指出这将引领 证券业服务中国式现代化的新征程。 刘成指出，建设"价值投行"的核心在于实现股东、员工与社会价值的有机统一。 根据证券业协会公开数据，2025年上半年行业整体营业收入达2510.36亿元，净利润1122.80亿元，同比 增长40.37%，其中128家机构实现盈利，展现出行业整体向好的发展态势。 21世纪经济报道 记者 崔文静 北京报道 "证券机构应以'功能性'为核心底色，将投行服务深度嵌入国家创新体系。"11月11日，中信建投证券董 事长刘成在"革故鼎新、质赢未来—2026年资本市场峰会暨中国·沙特投资合作论坛"上如此强调。 从行业实践来看，证券机构服务新质生产力的方式正在不断创新。以中信建投服务宁德时代港股IPO为 例，该项目募集资金410.06亿港元，不仅是近三年全球最大IPO，也为新能源产业发展提供了重要资本 支持。 刘成强调，创新服务必须坚持务实原则，避免脱离实际的形式主义，要着眼于解决科技创新企业的实 ...

Core Insights - The essence of finance is to serve the people, and inclusive finance is a new direction for wealth management to expand its service boundaries and depth [1] Group 1: Inclusive Finance Strategy - The company aims to enhance inclusive finance by deeply implementing a "people-centered" development philosophy, responding to diverse needs through precise services, and integrating financial demand with public welfare [1] - The company is accelerating the construction of inclusive digital service centers, forming a "headquarters + sub-center" service layout to provide comprehensive coverage for small and medium investors [2] Group 2: Technology-Driven Solutions - The company has developed a full-process human-machine collaborative financial service platform to address issues faced by small and medium investors, utilizing AI and big data for proactive problem identification [2] - The "Xinting AI Smart Data Platform" allows non-technical users to access professional services through natural language interaction, democratizing investment analysis tools [4][5] Group 3: Community Engagement and Education - The company has launched various inclusive services, including free intelligent advisory tools for 67,000 eligible small investors and educational activities for 95,000 participants to enhance risk awareness [3] - The company is actively engaging with rural communities to provide tailored financial services and educate residents on financial knowledge and fraud prevention [7][8]

Core Viewpoint - The essence of finance is to serve the people, with a focus on inclusive finance as a core direction for wealth management, aiming to meet diverse needs through precise services and technological innovation [2][3]. Group 1: Inclusive Finance Initiatives - The company aims to address the low efficiency and precision of traditional financial services by establishing a comprehensive service system that covers small and medium investors, transitioning from broad coverage to precise reach [3]. - The company has launched several inclusive services, including providing free intelligent investment advisory tools to 67,000 eligible small and medium investors and conducting investor education activities for 95,000 participants [4]. - The company has developed the "Xinditing AI Smart Data Platform," which democratizes access to professional financial services, allowing users to interact in natural language without needing technical knowledge [5][6]. Group 2: Technological Innovation - The "Xinditing AI Smart Data Platform" supports various functions such as strategy backtesting and market trend warnings, previously available only to institutional clients, now accessible to a broader audience [6]. - The platform is backed by 20TB of comprehensive financial data, providing nearly 20 years of financial data assets for investors to validate their investment strategies [6]. - The platform includes modules for strategy construction, portfolio optimization, performance backtesting, and return attribution, catering to the entire investment process [6]. Group 3: Community Engagement and Support - The company has established a network of 317 branches nationwide to enhance financial literacy and service accessibility in rural areas, addressing the lack of financial knowledge among villagers [7][8]. - Initiatives include organizing educational events and providing customized financial services to meet the specific needs of rural communities, thereby reinforcing the foundation of inclusive finance [7][8]. - The company emphasizes the integration of professional financial services with community care, ensuring that financial knowledge is accessible and relevant to local populations [8].

中信建投证券相关负责人在接受证券时报记者采访时表示，基于上述认知，该公司财富委以做好普惠金融大文章 为目标，深刻践行"以人民为中心"的发展理念，用精准服务回应不同群体的差异化需求，以技术创新推动专业服 务普惠化，并把金融需求对接与民生关怀深度融合，切实打通普惠金融"最后一公里"。 以精准服务延伸金融触角 织密"全场景覆盖网" 传统金融服务常因触达效率低、精准度不足、专业门槛高，难以充分满足中小投资者的差异化需求。而普惠金融 的核心，是让金融服务突破"地域与人群"的限制，触达每一个有需求的角落。 证券时报记者 马静 金融的本质是服务人民。做好普惠金融，正是财富管理突破服务边界、拓展广度与深度的核心新方向。 据证券时报记者了解，"信谛听AI智数平台"由中信建投财富委高净值客群发展中心总牵头，联合八个部门组建专 项团队协同攻坚，仅用52个日夜便高效完成了系统搭建。 作为国内证券行业首家运用大模型辅助投资者的人工智能策略投研平台，"信谛听AI智数平台"将原本仅面向机构 客户的策略回测、市场趋势预警、组合归因分析等功能向更多投资者开放。投资者无需学习代码或专业术语，只 需通过自然语言交互，AI就能快速生成精准结果，让" ...