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风华五载同行路 行稳致远启新程
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-28 22:47
Core Insights - Ping An Wealth Management has created over 110 billion yuan in investment returns for clients over five years, with an average annual investment of over 260 billion yuan supporting the real economy [1] - The company aims to enhance its position as a technology-driven asset management institution, leveraging AI and digital technology to create competitive advantages [1][7] Group 1: Investment Strategy and Research Capabilities - The company emphasizes a "customer-centric" approach and has developed a robust investment research capability, focusing on absolute returns and value creation [2] - Ping An Wealth Management has established a modular investment management model, ensuring risk-return characteristics and asset allocation are maintained [2][3] - The firm has increased its focus on equity investment, developing a diverse product system with nine strategy themes, including dividend and quantitative strategies [2] Group 2: Product Offerings and Customer Service - The company has launched a new product brand system, "An+Xin Stable and Far-reaching," which includes four product series targeting different customer needs [4] - Ping An Wealth Management has introduced innovative services, such as a cash management service that supports various financial functions and a 24/7 wealth management service [4] - The company is committed to addressing the wealth management needs of the aging population by enhancing its pension financial services [5][6] Group 3: Technology and AI Integration - The company is leveraging AI technology to enhance its investment research capabilities, optimizing decision-making and asset allocation [8] - Ping An Wealth Management has developed a digital platform that integrates AI across various business functions, improving operational efficiency and decision-making [7][8] Group 4: Support for the Real Economy and Green Finance - The company is focused on supporting the real economy and has invested over 25 billion yuan in technology finance, promoting a positive cycle between technology, industry, and finance [9] - Ping An Wealth Management has allocated over 15 billion yuan to green finance, launching multiple green financial products to meet sustainability goals [9][10] - The firm is actively involved in ESG-related initiatives, including the launch of the first green finance bond index in the domestic wealth management industry [10]