Core Insights - The 14th Annual Financial Industry Evaluation event was successfully held, focusing on "Innovative Services Benefit the Public and Financial Empowerment Opens New Journeys" [2] - The event introduced the "New Wealth New Investment Pioneer Case" selection to highlight innovative financial practices amid ongoing capital market reforms and a low-interest-rate environment [2] Group 1: Award-Winning Institutions - Award-winning cases came from various sectors including securities, public funds, and bank wealth management, showcasing a shift towards prioritizing investor returns and serving the real economy [5] - Institutions like GF Securities, Wanlian Securities, and Dongguan Securities emphasized transitioning from "sell-side sales" to "buy-side advisory," enhancing personalized service and investor education [5] Group 2: Product Innovation - The core labels of product innovation among the awarded cases included "low threshold, high adaptability, and favorable rates," focusing on "fixed income+" products to meet diverse investor needs [6] - Institutions like China Merchants Bank Wealth Management and Xinyin Wealth Management developed multi-strategy product matrices to cater to different risk preferences [6] Group 3: Support for SMEs - Award-winning institutions innovated financing tools to support small and micro enterprises, particularly in technology and rural revitalization [7] - For instance, Yuekai Securities utilized intellectual property asset securitization to help specialized enterprises convert patents into financing capital [7] Group 4: Technology and Social Value - Many awarded institutions leveraged big data and AI to enhance financial service accessibility and efficiency [8] - For example, E Fund established an index direct access service that integrates complex investment tools with mobile services, reducing operational difficulty for investors [8] - Institutions like China Merchants Bank Wealth Management and Xinyin Wealth Management innovated "wealth management + charity" models, combining wealth growth with public welfare [8] Group 5: Future Directions - The organizing bodies will promote these benchmark cases to ensure that financial innovations benefit a broader population and contribute to the real economy and public welfare [9]

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board Growth Strategy Selected Index was launched on October 15, featuring 80 companies with strong technological innovation and growth potential [1] - The index incorporates factors such as market capitalization, fundamentals, R&D capabilities, and profitability, utilizing the "Five Forces Model" developed by SPDB to create a comprehensive evaluation system [1] - The top three sectors by weight in the index are semiconductors, medical devices, and chemical pharmaceuticals, collectively accounting for over half of the index's weight [1] Group 2 - SPDB's subsidiary, SPDB Wealth Management, has also launched technology-themed financial products that leverage the "Five Forces Model" to identify investment value in technology enterprise bonds [1] - The launch of the index and related financial products represents a beneficial practice of creating a virtuous cycle of "index guiding investment, investment supporting enterprises, and enterprises enhancing innovation" [2] - SPDB aims to actively innovate and inject financial power to strengthen national strategic technological capabilities and promote high-quality economic development [2]