● 光大证券党委书记、董事长 赵陵 金融是国民经济的血脉，是国家核心竞争力的重要组成部分。2023年10月，中央金融工作会议明确提 出，"要做好科技金融、绿色金融、普惠金融、养老金融、数字金融五篇大文章"。证券金融机构作为资 本市场的核心参与者，在普惠金融发展中担负着重要责任，通过加快财富管理转型，为居民增加财产性 收入提供有效途径，从而更好服务于人民美好生活向往的金融需求。 作为资本市场的专业服务机构，光大证券深入贯彻落实党中央关于金融工作的决策部署，自觉将企业发 展融入国家发展大局。近年来，公司以中央巡视整改为契机，坚决摒弃"重规模、轻质量""重销售、轻 服务"的短视思维，牢固树立把功能性放在首位的发展理念，将投资顾问服务作为转型抓手，推动财富 管理业务从以产品为中心向以客户为中心深度转变，努力构建让广大投资者可信赖、可感知、可持续的 专业财富管理服务体系。 公司着力打造"金阳光"系列服务品牌，以投资顾问为关键支点，系统性重构产品遴选、策略输出、客户 服务和科技支撑机制，推动形成覆盖"普惠金融-私人财富"的全维度投顾服务，让优质金融服务真正惠 及千家万户。 深化机制改革 推动从卖方逻辑向买方投顾转型 要实 ...

编者按： 时代之笔擘画新章，金融活水润泽实体。在金融"五篇大文章"铺就的壮阔画卷中，证券业正以创新之墨 挥毫作答。这是服务国家战略的使命担当，更是深化金融供给侧改革的生动实践。证券业以"国之大 者"为经，以"民之关切"做纬，让金融血脉与实体经济同频共振，奏响中国式现代化的资本强音。证券 时报联合中国证券业协会，推出"做好'五篇大文章' 证券业作答进行时"系列专栏， 本篇为系列报道之 十三，敬请垂注。 在金融行业数字化浪潮的推动下，光大证券坚持党建引领，把思想和行动统一到党中央对金融"五篇大 文章"和中国特色金融文化建设的决策部署上来，绘制高质量发展的新画卷。 光大证券通过"阳光e数"一站式智能数据服务中台，赋能财富、机构、投资交易、合规风控等各项业 务，探索新的业务模式。光大证券以投顾业务为抓手，构建了全方位的财富管理服务体系，并通过"保 险+期货"等创新模式，为实体经济与乡村振兴提供金融"活水"。 培育良好投资文化，打造普惠金融优质服务 根据新"国九条"要求，光大证券积极培育良好的行业文化和投资文化，致力于服务客户财富保值增值。 通过不断创新和优化普惠金融产品，为客户提供有温度、高频率、易触达的投资顾问服务 ...

Core Viewpoint - The article emphasizes the role of the securities industry in responding to national strategies and deepening financial supply-side reforms, highlighting the importance of digital transformation and innovative financial services in supporting the real economy and rural revitalization [1][2]. Digital Transformation and Data Utilization - Under the digital transformation wave, data has become a core asset for the securities industry. Everbright Securities launched the "Sunshine e-Data" platform, which integrates data governance and application through four core modules, enhancing business innovation and decision-making [3][4]. - The "Sunshine e-Data" platform has over 6,000 users and recorded more than 15 million visits in 2024, demonstrating its extensive application across various departments and subsidiaries [3]. Systematic Data Governance - Everbright Securities has developed systematic data governance and application experiences, focusing on strategic leadership, system construction, technological empowerment, and the combination of governance and application [4]. - The company is exploring financial data sharing and circulation, aiming to build a secure and efficient financial data sharing system in collaboration with banks, insurance, and fund institutions [4]. Wealth Management and Investment Culture - Everbright Securities is committed to cultivating a good investment culture and providing quality services in inclusive finance, with a comprehensive wealth management service system that includes both inclusive finance and private wealth management [6]. - By 2025, the "Golden Sunshine Investment Advisory" brand aims to have 216 products and serve 150,000 signed clients with assets totaling 90 billion yuan [6]. Rural Revitalization Initiatives - Everbright Securities is actively contributing to rural revitalization by issuing bonds and implementing the "insurance + futures" model, with financing scales reaching 2.467 billion yuan for rural revitalization bonds and 1.32 billion yuan for related projects in 2024 [8]. - The company has successfully completed 19 projects under the "insurance + futures" model, providing risk management services for various agricultural products [8]. Future Development Strategy - In the next three years, Everbright Securities will continue to focus on platformization, componentization, and intelligence in its technological development, aiming to create a "smart support system" to empower various business sectors [5]. - The company will maintain its commitment to serving the real economy and enhancing financial stability, leveraging its cultural strengths to drive digital business development [9].

Core Viewpoint - The company is leveraging digital transformation to enhance its financial services and promote high-quality development through innovative data management and wealth management strategies [1][2][3][7] Group 1: Digital Transformation - The company has launched the "Sunshine e-Data" platform, a one-stop intelligent data service center, which includes four core modules for efficient data governance and application [2][3] - The platform has over 6,000 users and recorded more than 15 million visits in 2024, demonstrating its widespread internal application across various departments and subsidiaries [2] - The company is focusing on systematic data governance and application, aiming to convert data capabilities into actual business value through strategic planning and technology empowerment [3] Group 2: Wealth Management Services - The company is building a comprehensive wealth management service system, utilizing innovative models like "insurance + futures" to support the real economy and rural revitalization [1][4] - By 2025, the securities advisory brand "Golden Sunshine Advisory" aims to have 216 products and serve 150,000 signed clients with assets totaling 90 billion [4] - The fund advisory brand "Golden Sunshine Steward" focuses on small and medium investors, achieving a profitability rate of 91.35% among clients in 2024 [4] Group 3: Rural Revitalization and Financial Inclusion - The company has issued bonds for rural revitalization and has engaged in 78 "insurance + futures" projects, amounting to approximately 1.32 billion [6] - Since 2017, the company has implemented over 60 "insurance + futures" projects, providing risk management services for various agricultural products, covering eight provinces [6] - The company is actively raising funds through bond issuance to support rural infrastructure and agricultural development projects [6] Group 4: Cultural and Educational Initiatives - The company is committed to fostering a positive investment culture and enhancing financial literacy through innovative educational models, particularly targeting younger demographics [5] - The company utilizes engaging content and modern technology to create educational materials that resonate with the new generation [5] Group 5: Future Outlook - The company plans to continue its focus on digital business development and financial services for the real economy, aiming to be a key player in maintaining financial stability and promoting high-quality growth [7]