人才队伍建设是财富管理业务高质量发展的关键支撑。华源证券通过系统性的人才培养机制和结构优化措施，打造了一支 专业精湛、素质过硬的金融服务团队。 在团队建设方面，公司通过业务整合和结构优化，显著提升了团队的专业性和管理效能。公司建立了合规与活力并重的管 理机制，进一步融合考核激励政策，持续聚焦客户服务质量，激发团队活力，在充分调动员工积极性的同时，确保业务开展符 合合规要求。 在新时代金融强国建设的征程上，华源证券始终心怀"国之大者"，以有温度的金融服务践行初心使命。坚持以党建为引 领，以文化赋能为驱动，让财富管理业务发展既有力度，更有温度。 公司深入学习贯彻中央金融工作会议精神，推动党建引领与文化赋能深度融合，聚焦人才、产品、金融科技等关键领域， 通过优化流程、创新模式，持续提升服务质效与市场竞争力。 一、党建铸魂，文化生根：让财富管理更有使命感 华源证券将文化建设提升至战略高度，视其为行稳致远的"压舱石"。公司积极响应证监会关于行业文化建设的号召， 将"诚实守信、以义取利、稳健审慎、守正创新、依法合规"的金融文化理念融入血脉。 在核心价值观上，公司秉持对客户"服务向善"、对员工"以人为本"、对股东"和衷共济 ...

Core Viewpoint - The article emphasizes the role of the securities industry in supporting national strategies and deepening financial supply-side reforms, highlighting the innovative approaches of Huayuan Securities in integrating technology and finance to enhance service quality for the real economy [1][2]. Group 1: Technology Finance - Huayuan Securities has developed a "four-dimensional integrated" service model focusing on innovative financing tools, full-cycle services, ecological cultivation, and government-enterprise collaboration to provide comprehensive financial services throughout the enterprise lifecycle [3]. - The company has successfully issued the first "technology innovation + support for small and micro enterprises" dual-label bond in Central China, with 70% of the raised funds directed towards supporting technology-oriented small and micro enterprises in the East Lake New Technology Development Zone [3]. - Huayuan Securities is actively involved in national-level integrated circuit projects and has facilitated the issuance of the first non-public high-growth industry bond in Henan Province, aiding local industry transformation towards low pollution and high efficiency [3][4]. Group 2: Digital Finance - The company views digital transformation as a core engine for enhancing service efficiency, exploring a "four-drive collaborative" digital path that includes proprietary technology, intelligent algorithms, platform ecosystems, and data operations [5][6]. - In 2025, Huayuan Securities plans to introduce the domestic DeepSeek large model to integrate AI technology with its business operations, enhancing efficiency and precision across various service areas [6][7]. - The "Huayuan Wealth" app has achieved a customer account profitability rate of 77% and a digital service penetration rate of 85%, with assets under management (AUM) increasing by 347% compared to before the equity change [7]. Group 3: Contribution to Regional Development - Huayuan Securities aims to deepen its involvement in regional development by aligning with local economic strategies and enhancing its role as a "frontline station" for regional economic development and a "hatchery" for local enterprises [8][9]. - The company is committed to leveraging its "technology + finance" dual-drive advantage to contribute to high-quality regional economic development [9].

Core Viewpoint - The article discusses how Huayuan Securities, a regional brokerage firm, is implementing a digital transformation strategy centered on technology finance and digital finance to enhance its service quality for the real economy [1] Group 1: Technology Finance - Huayuan Securities has developed a "four-dimensional integrated" service model that includes innovative financing tools, full-cycle services, ecological cultivation, and government-enterprise collaboration to create a comprehensive financial service system for enterprises [2] - The company successfully issued the first "technology innovation + support for small and micro enterprises" dual-label bond in Central China in May 2025, with 70% of the raised funds directed towards supporting technology-based small and micro enterprises in the East Lake New Technology Development Zone [2] - Huayuan Securities is deeply involved in national-level integrated circuit key projects and actively promotes the registration of green factory technology enterprises at the Beijing Stock Exchange, facilitating the integration of green and technological innovation [3] Group 2: Digital Finance - The company views digital transformation as a core engine for enhancing service efficiency, exploring a "four-drive collaboration" digital path based on proprietary technology, intelligent algorithms, platform ecology, and data operations [4] - Huayuan Securities has introduced the domestic DeepSeek large model by 2025, integrating AI technology into various business areas, including wealth management and compliance review, to improve operational efficiency and accuracy [4][5] - The "Huayuan Wealth" app integrates various systems to create a fully digital wealth management system, achieving a customer account profitability rate of 77% and a digital service penetration rate of 85% by the end of 2024 [5] Group 3: Regional Development Contribution - Huayuan Securities aims to deepen its involvement in regional development strategies, focusing on the "Five Major Articles" of finance, and positioning itself as a "frontline" for regional economic development and a "hatchery" for local enterprises [6] - The company plans to leverage its "technology + finance" dual-drive advantage to contribute to high-quality regional economic development [6]