国信证券(002736) - 2024年7月26日投资者关系活动记录表

Group 1: Strategic Goals and Regulatory Compliance - The company aims to build a first-class investment bank to better serve the high-quality development of the real economy, aligning with national financial goals [3] - The "New National Guidelines" propose supporting leading institutions to enhance core competitiveness through mergers and acquisitions, with a target of forming around 10 high-quality leading institutions in the next five years [3] - The company has a solid foundation for becoming a first-class investment bank, having developed mature management and governance structures over 30 years [3] Group 2: Business Transformation and Innovation - The company plans to accelerate business transformation by enhancing its service capabilities in technology finance, green finance, inclusive finance, pension finance, and digital finance [4] - It will focus on upgrading its business capabilities through digital technology, improving research, underwriting, mergers and acquisitions, product design, and asset allocation services [4] - The company aims to deepen its regional development strategy, integrating into local economic development while enhancing compliance and risk management [4] Group 3: Asset Management and Financial Technology - The company established an asset management subsidiary in April 2024, focusing on building a robust research and sales channel to enhance customer experience [7] - It is developing a digital wealth management platform to meet diverse investor needs, with a self-research rate exceeding 50% for key systems [8] - The company emphasizes the importance of financial technology in enhancing operational efficiency and customer service quality [8] Group 4: Cost Management and Efficiency - The company maintains a low cost structure, with a cost-to-income ratio of 50.6%, which is 11.6 percentage points lower than the industry average [9] - It aims to optimize cost management by distinguishing between cost types and ensuring strategic investments in technology that drive business growth [9] - The company has achieved significant results in cost management, maintaining expenses at a lower level compared to larger peers [9] Group 5: Wealth Management and Client Services - The wealth management strategy focuses on a client-centered approach, enhancing service quality through financial technology integration [10] - The company is transitioning from traditional brokerage services to asset allocation advisory services, improving client experience and asset concentration [10] - It aims to strengthen market competitiveness by providing standardized, high-quality products and services to enhance client retention [10] Group 6: Self-operated Business and Investment Strategy - The company employs a diversified asset allocation strategy to manage investment risks and seize opportunities across various asset classes [11] - It actively invests in high-tech and green energy sectors, aligning with national development priorities [11]