2026年开年以来，上海证券紧扣资本市场发展脉搏，在公司SBP26的指引下，围绕打造"有专业特色的 财富管理型券商"的战略愿景，各业务条线协同发力、多点开花。以亮眼成绩拿下马年"开门红"，为全 年高质量发展筑牢坚实基础。 伴随各业务条线良好开局，上海证券多部门、分支机构也喜报频传。公司正式获批保荐业务资格，补齐 投行核心业务牌照，综合金融服务体系进一步完善；金融科技总部接连荣获上海证券交易所、上海市证 券同业公会等机构颁发的六项重要科技奖项，充分展现了公司在科技创新与落地实践方面取得的成果； 财富管理总部凭借创新的全域流量运营策略和优质的原创内容摘得新浪财经"年度最佳全域流量运营先 锋奖"，彰显公司新媒体品牌影响力。公司入驻前海联合基金后，旗下"淳安纯债3年定期开放债券型证 券投资基金"成功重启，资产管理总规模显著增长。 新程启势，聚力争先。上海证券以昂扬之姿迎来马年"开门红"。展望未来，上海证券有信念、有信心， 也有能力笃行实干、乘势而上。锚定高质量发展目标，强化金融国企担当，做好资本市场的"看门人"、 直接融资的"服务商"和社会财富的"管理者"，奋力书写更加出彩的崭新篇章。 财富条线持续升级营销服务体系， ...

Core Viewpoint - The article emphasizes the optimistic outlook for the capital market in 2026, highlighting the importance of deepening reforms and the commitment of Shanghai Securities to support national strategies and the real economy [5][8]. Group 1: Company Achievements and Strategies - Shanghai Securities celebrated the milestone of surpassing 600 million followers on the券商中国 WeChat platform, expressing gratitude to its readers and partners [2][6]. - In 2025, Shanghai Securities focused on its strategic goal of becoming a wealth management-oriented brokerage, leveraging AI and technology to enhance service models and customer experiences [6][7]. - The company launched the "尚臻" brand and a series of asset management products, aiming to meet diverse customer needs through intelligent platforms [7]. Group 2: Cultural and Social Responsibility Initiatives - Shanghai Securities is committed to integrating Chinese financial culture into its corporate culture, emphasizing the importance of moral and ethical values derived from traditional Chinese culture [7]. - The company has implemented nearly 70 assistance projects under the "上证益心" public welfare brand, benefiting over 200,000 people, and has conducted around 2,000 investor education activities [7]. Group 3: Future Outlook and Goals - Looking ahead to 2026, Shanghai Securities aims to enhance its core business areas, including wealth management and investment banking, while also focusing on technological innovation and digital transformation [8]. - The company plans to build a comprehensive service system to support technological innovation and industrial upgrades, ensuring it remains aligned with national strategies [8]. - Shanghai Securities is set to deepen its reform efforts and strengthen its AI capabilities, aiming for a significant transformation in various operational areas [8].

Core Viewpoint - Shanghai Securities has launched the "Shangzhen Smart Finance" digital platform, marking a new phase in the digitalization of its margin trading services [1] Group 1: Platform Features - The "Shangzhen Smart Finance" platform includes four main modules: Smart Information, Smart Credit, Smart Risk Control, and Smart Assistant, aimed at enhancing customer trading experience [1][2] - Smart Information features a "Margin Trading Indicator" that provides comprehensive market dynamics, helping clients capture market trends and investment opportunities [2] - Smart Credit offers intelligent prompts and credit change functionalities to ensure smooth trading for clients [2] - Smart Risk Control provides real-time risk status updates and tools for clients to manage their credit account risks effectively [2] - Smart Assistant offers resources for clients to access the latest regulations and knowledge related to margin trading [2] Group 2: Brand Strategy - The "Shangzhen" brand is a diversified customer service brand matrix aimed at supporting the real economy and assisting residents in asset allocation [3] - The brand includes various platforms and products tailored to different client needs, such as "Shangzhen Yifeng" for institutional clients and "Shangzhen Smart Investment" for individual investors [3] - The company is focused on enhancing AI and data intelligence applications to meet diverse wealth management needs, from institutional to individual clients [3] - Future plans include continuous innovation in margin trading services and expanding the functionalities of the "Shangzhen Smart Finance" platform [3]