于新利表示，"我们的目标是打造智能化、拟人化、高效协同的数字员工体系，为每位员工配备多个数字分身，最终实现'一岗一数字员工、一人一数字团 队'的人机协同新范式。" 据于新利介绍，目前，中信证券的数字员工体系已在核心业务场景高效落地。在智能投研领域，超级研究员深度融合了大模型与智能体技术，聚合内外部多 领域研究成果，具备自动化数据加工、多模态输出、个人知识库等能力。用户仅需提出研究分析需求，便可自动生成包括图表在内的数万字深度研报。在市 值管理领域，市值管理助理CapitAI-Link，将大模型算法与专业经验结合，深度整合政策背景、财务数据、行业特性、舆情等多元信息，生成定制化市值管 理方案。在智能投行领域，超级投行家能提供客户画像、智能简报、项目书生成器和综合业务图谱等核心功能，实现一站式业务研判与定制化生成投行项目 建议书等关键材料。 展望未来，于新利表示，构建高效、可信的数字员工队伍，必须聚焦数据治理、算法可信、技术自主三大核心支柱。中信证券将持续夯实数据基础，构建可 靠、安全、可解释、可问责的大模型能力，打造自主可控的金融AI底座，为业务创新与高质量发展提供坚实支撑。数字员工不仅是技术赋能金融的生动实 ...

Core Insights - The company is actively advancing the construction of an AI digital employee system to enhance productivity and drive intelligent development in the industry [1][2] Group 1: AI as a Core Driver - The financial industry is entering a critical phase of digital and intelligent transformation, with AI being a key focus under the "Artificial Intelligence+" strategy of the CITIC Group [2] - The company is exploring three evolutionary stages of digital employees: from "executor" to "thinker," from "single-sensory" to "multi-sensory," and from "system tool" to "work partner" [2] Group 2: Digital Employee System Goals - The goal is to create an intelligent, human-like, and highly collaborative digital employee system, equipping each employee with multiple "digital avatars" to achieve a new paradigm of human-machine collaboration [4] - This system aims to standardize the expertise of top business professionals into intelligent tools, empowering frontline staff to deliver high-quality financial services more broadly and efficiently [4] Group 3: Implementation in Core Business Areas - The digital employee system has been effectively implemented in three core business areas: intelligent research, market value management, and intelligent investment banking [5] - In intelligent research, the "super researcher" integrates large models and intelligent technologies to automate data processing and generate comprehensive research reports [5] - The market value management assistant, CapitAI-Link, combines algorithms with professional experience to create customized market value management plans [5] - The "super investment banker" offers essential functions such as client profiling and project proposal generation, facilitating one-stop business assessments [5] Group 4: Achievements and Future Focus - As of now, the company has successfully launched 18 high-value digital employees, processing approximately 50 million requests and utilizing nearly 100 billion tokens [7] - The technology has received 10 national invention patents and 4 software copyrights, showcasing the company's leading capabilities in the industry [7] - Future efforts will focus on data governance, algorithm trustworthiness, and technological autonomy to build a reliable and efficient digital employee team [7] - The company emphasizes that digital employees represent a practical application of technology in finance and a commitment to high-quality financial services supporting economic development [7]

Core Insights - The financial industry is undergoing a transformation driven by artificial intelligence, with digitalization and intelligence becoming key development stages [2] - CITIC Securities has launched 18 digital employees, enhancing the capabilities of each real employee by providing them with digital support [2][5] Group 1: Role of AI Digital Employees - AI digital employees have evolved through three stages: from "executors" to "thinkers," from "single-sensory" to "multi-sensory," and from "system tools" to "work partners" [3] - The focus on data governance, algorithm trustworthiness, and technological autonomy is essential for building an efficient and reliable digital employee workforce [3] - The goal is to create a collaborative human-machine paradigm where each employee is supported by multiple digital counterparts [3] Group 2: Empowerment of Business and Management - The digital employee system has been effectively implemented in several core business scenarios, such as intelligent research, market value management, and investment banking [4] - The "super researcher" can generate extensive research reports in minutes, achieving a professional standard comparable to experienced researchers [4] - The market value management assistant, CapitAI-Link, integrates various data sources to provide customized market management solutions [4] - Management digital employees streamline processes like travel management and reimbursement, enhancing operational efficiency [4] Group 3: Performance Metrics and Achievements - Since their launch, the digital employees have processed approximately 50 million requests, with a total token usage of nearly 100 billion and an average daily processing volume exceeding 1.3 billion [5] - The technology behind these digital employees has received 10 national invention patents and 4 software copyrights [5] - The initiative represents a commitment to high-quality financial services and economic development, signaling the start of a more efficient and intelligent financial future [5]

11月12日，在中信证券2026年资本市场年会"人工智能驱动金融服务创新"分论坛上，中信证券首席信息官、信息技术中心行政负责人于新利进行了"中信证 券AI数字员工"主题演讲，对公司正在建设的数字员工体系进行了详细阐述。 上证报中国证券网讯（记者 费天元）11月12日，在中信证券2026年资本市场年会"人工智能驱动金融服务创新"分论坛上，中信证券首席信息官、信息技术 中心行政负责人于新利进行了"中信证券AI数字员工"主题演讲，对公司正在建设的数字员工体系进行了详细阐述。 于新利表示，随着数字员工团队在各项业务中的深度应用和赋能，其成效已经在实际运营中得到充分体现。截至目前，中信证券已有18个高价值数字员工成 功上线，在各业务领域创造直接经济效益；数字员工累计处理请求量约5000万次，调用Tokens总量近1000亿，日均处理量超13亿，相关技术已荣获10项国家 发明专利及4项软件著作权，综合实力行业领先。 面向未来，于新利认为，构建高效、可信的数字员工队伍，必须聚焦数据治理、算法可信、技术自主三大核心支柱。"数字员工不仅是技术赋能金融的生动 实践，更是中信证券以高质量金融服务助力经济发展的坚定承诺。"他总结道， ...

本报讯(记者周尚伃)11月12日，在中信证券2026年资本市场年会上，中信证券首席信息官、信息技术中心行政负责人于新利进行了"中信证券AI数字员工"主 题演讲。他表示，以人工智能为代表的新一轮科技革命正加速重塑金融业，中信证券正全力推进AI数字员工体系建设，旨在打造突破效能瓶颈、构建新质 生产力的核心引擎，为行业智能化发展注入新动能。 于新利在演讲中表示，当前以人工智能为代表的新一轮科技革命和产业变革正在加速改变世界。中信证券在中信集团"人工智能+"战略的指导和引领下，将 人工智能作为推动公司数字化转型的核心抓手，全力推进AI数字员工体系建设，打造突破效能瓶颈、构建新质生产力的核心引擎，为行业智能化发展注入 新动能。 金融行业正迈入数字化与智能化叠加的关键发展阶段，人才定义正被AI技术革新。在此背景下，中信证券正在积极探索数字员工的"三次进化"：一是从"执 行者"到"思考者"，从被动执行任务到主动提供服务；二是从"单感官"到"多感官"，通过多模态的分析能力实现主动风险防范；三从"系统工具"到"工作伙 伴"，数字员工与人类员工形成互补型协同，释放人类潜能。 目前，中信证券的数字员工体系已在核心业务场景高效落地。 ...