12月19日，由中国证券报主办的以"财富向善智理未来"为主题的2025财富配置与资产管理大会，以及 以"强投研优配置赢未来"为主题的2025银行业高质量发展大会在深圳举行。逾200位来自银行、理财公 司、证券公司、基金公司等行业机构的专业人士齐聚一堂，共同探讨财富管理机构如何通过服务模式升 级助力居民财富保值增值，并结合对国内外宏观经济环境的分析，探讨中国资产在2026年的布局机遇。 大成基金总经理谭晓冈认为，银行理财业务的高质量发展正成为推动整个银行业高质量发展的重要动 力，而公募基金与银行业合作的持续深化与升级， 将成为这一进程中的关键支撑。大成基金将进一步发挥专业能力，主动融入银行财富管理生态，与银行 业共同推动提升投资者回报。 依靠积极向买方投顾转型等举措，证券公司近年来在助力居民财富保值增值方面发挥着越来越重要的作 用。在首创证券党委副书记、董事、总经理蒋青峰看来，在低利率与严监管交织、需求升级与行业转型 并行的关键节点，银行理财与券商资管作为资管生态中的核心力量，打破壁垒、深化协同，既是应对市 场变局的必然选择，更是共建高质量发展生态的核心命题。 在谈及如何打造专业特色的财富管理型券商时，上海证券 ...

● 本报记者 林倩 12月19日，由中国证券报主办的"财富向善 智理未来"2025财富配置与资产管理大会在深圳举行。上海 证券党委书记、董事长李海超在发表主旨演讲时表示，服务居民财富管理是证券公司的重要使命，必须 精准对接国家战略，将行业发展融入国家大局。目前，上海证券正着力打造具有专业特色的财富管理型 券商，通过在专业能力、科技融合、生态建设等领域的持续探索，走出一条差异化发展道路，并与行业 同仁携手共建良性生态，切实履行金融报国、服务民生的责任担当。 财富管理必须精准对接国家战略 在行业深刻变革的当下，李海超表示，财富管理已不只是一项市场化的金融服务，更成为服务国家战 略、推动高质量发展的重要支撑。 日前召开的中央经济工作会议提出，"持续深化资本市场投融资综合改革"。李海超认为，这为行业赋予 了前所未有的时代使命。财富管理必须精准对接国家战略，既要围绕共同富裕、扩大内需，通过服务下 沉惠及更广泛人群，也要紧扣创新驱动与绿色转型，引导资金投向科创与低碳领域；同时还需服务高水 平对外开放，助力居民拓展全球资产配置。 "财富管理的价值正在发生三重根本性升级，从金融机构的市场行为，升维为国家战略的有机组成；从 服 ...

Group 1 - The 2025 Wealth Allocation and Asset Management Conference and the 2025 Banking Industry High-Quality Development Conference were held in Shenzhen, focusing on how wealth management institutions can enhance services to help residents preserve and increase wealth [1] - The current wealth management market is showing a steady recovery, with a notable demand for equity products, indicating a shift towards equity asset allocation [1] - The banking wealth management industry is facing unprecedented challenges but also greater opportunities, with a focus on customer needs, product diversification, and enhancing customer experience [1] Group 2 - ICBC Wealth Management aims to become a fully functional wealth management company, providing a full range of product offerings and adapting to new challenges in the asset management industry [2] - The growing demand for diversified asset allocation among residents is driving the overall scale of the wealth management market and leading to significant structural changes [2] - The collaboration between public funds and the banking sector is seen as a key support for the high-quality development of the banking industry [2] Group 3 - Securities companies are increasingly playing a vital role in helping residents preserve and increase wealth, especially through a shift towards buy-side advisory [3] - The integration of banking wealth management and securities asset management is essential for responding to market changes and building a high-quality development ecosystem [3] - The interest of domestic investors in allocating overseas quality assets is rising, with a focus on alternative asset opportunities and multi-asset allocation [3] Group 4 - Despite facing old problems and new challenges, the long-term positive fundamentals of China's economy remain unchanged, with a call for proactive macro policies to stabilize employment, enterprises, and market expectations [4] - Key strategies for activating economic potential include forming new consumer groups and expanding inbound consumption, alongside nurturing new industry demands [4] - Investment opportunities in 2026 are expected to arise from policy coordination and industrial upgrades, particularly in sectors like new energy, new materials, and health consumption [4]

Group 1 - The 2025 Wealth Allocation and Asset Management Conference and the 2025 Banking Industry High-Quality Development Conference were held in Shenzhen, focusing on how wealth management institutions can enhance services to help residents preserve and increase wealth [1] - Zhang Bohui from the Chinese University of Hong Kong (Shenzhen) noted a steady recovery in the wealth management market, with a notable performance in equity-linked products, indicating a rising demand for equity asset allocation [1] - Qi Jiankong from CCB Wealth Management highlighted unprecedented challenges and greater opportunities in the banking wealth management sector, emphasizing a shift in operational philosophy to prioritize investor interests [1] Group 2 - Gao Xiangyang from ICBC Wealth Management stated the company aims to become a fully functional wealth management firm, responding to new challenges in the asset management industry by exploring beneficial practices [2] - The growing demand for diversified asset allocation among residents is driving the expansion of the wealth management market and prompting profound structural changes, with various financial institutions accelerating their entry into the market [2] - Tan Xiaogang from Dacheng Fund emphasized that the high-quality development of banking wealth management is a key driver for the overall high-quality development of the banking sector, with ongoing collaboration between public funds and banks being crucial [2] Group 3 - Securities firms are increasingly playing a vital role in helping residents preserve and increase wealth, with initiatives like transitioning to a buy-side advisory model [3] - Li Haichao from Shanghai Securities discussed the company's focus on a unique asset allocation system to drive business transformation and enhance professional capabilities [3] - Wang Qian from Huihua Wealth Management highlighted the need for the asset management industry to focus on alternative asset opportunities and global asset allocation in the low-interest-rate environment [3] Group 4 - Despite existing challenges, the long-term positive fundamentals of China's economy remain unchanged, according to Bi Jiyao, former deputy director of the China Macro Economic Research Institute [4] - Guo Lei, chief economist at GF Securities, identified five potential areas for economic activation, including normalizing local investments and expanding new consumer groups [4] Group 5 - Industry experts shared insights on investment opportunities for 2026, indicating that Chinese assets still hold strong appeal, particularly in sectors like new energy, new materials, chips, and health consumption [5]