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中银理财:持续布局指数产品,以收益特征吸引客户长期投资
Cai Jing Wang· 2025-05-28 10:17
Core Viewpoint - The article emphasizes the importance of long-term investment and value investing in stabilizing the capital market, particularly in light of new policies aimed at promoting long-term funds entering the market [1][4]. Group 1: Policy and Market Environment - In April 2024, new policies were introduced to encourage long-term funds to enter the capital market, which is seen as crucial for the healthy and stable development of the market [1]. - The banking wealth management sector, with a scale of 30 trillion, is expected to inject significant liquidity into the capital market under these supportive policies [1]. Group 2: Company Strategy and Product Development - China Bank Wealth Management is focusing on enhancing its product offerings, including launching index-enhanced products to attract long-term investments [2][5]. - The company aims to balance risk and return through a diversified product line that includes various index tracking strategies, covering themes like dividends, technology, and large-cap value [1][4]. Group 3: Investment Approach and Research Capabilities - The company has established a comprehensive system for rights-bearing products, categorized into fixed income enhancement, mixed, and equity types, aligning with national policies [9]. - A dual approach of quantitative and active management is being adopted to strengthen research capabilities, which is essential for enhancing the competitiveness of rights-bearing products [10]. Group 4: Client Engagement and Market Positioning - The company is working to improve client understanding of product features and reduce anxiety related to short-term volatility, thereby encouraging long-term investment in rights-bearing products [12]. - Marketing efforts are being intensified to promote the benefits of rights-bearing products and enhance service levels to support client engagement [12][14].