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逐鹿基金投顾 展业券商快速扩容至19家
Xin Hua Wang· 2025-08-12 06:26
Core Viewpoint - Two more securities firms, Everbright Securities and Guojin Securities, have officially launched their fund advisory services, expanding the number of firms actively offering these services to 19 out of 29 qualified firms [1][4]. Group 1: Launch of Fund Advisory Services - Everbright Securities has introduced the "Jin Yang Guang Guanjia" fund advisory service brand, while Guojin Securities launched its "Guojin 100" brand just a week prior [1][2]. - Both firms received their fund advisory pilot qualifications in July 2021 and have been preparing for nearly a year before launching [2]. Group 2: Service Features and Client Focus - Everbright Securities aims to shift its advisory services from a product-centric approach to a client-centric model, providing tailored fund combinations based on individual investment needs [2]. - Guojin Securities' "Guojin 100" offers five initial combinations and features an intelligent matching system for investment strategies, emphasizing a comprehensive service throughout the investment cycle [4]. Group 3: Expansion of External Channels - Many securities firms are actively expanding their external channels, collaborating with platforms like Ant Financial, Tiantian Fund, and Tencent's Licai Tong to enhance their fund advisory services [1][5]. - Seven firms have already launched fund advisory services on Ant Financial, and some have partnered with financial influencers to gain a competitive edge on third-party platforms [5]. Group 4: Importance of Sustainable Growth - The focus on sustainable growth in fund advisory services is highlighted, with several firms reporting signed advisory agreements exceeding 100 billion yuan [8]. - Firms emphasize that while scale is important, it should not be the primary goal; instead, the focus should be on matching the advisory service to suitable investors to enhance overall wealth management value [8][9].
以数字化转型为引擎!光大证券持续贡献普惠金融动能
Sou Hu Cai Jing· 2025-08-07 23:57
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 ...
以数字化转型为引擎!光大证券持续贡献普惠金融动能
券商中国· 2025-08-07 23:44
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].
以数字化转型为引擎 光大证券持续贡献普惠金融动能
Zheng Quan Shi Bao· 2025-08-07 21:53
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]