中(zhong)證網訊（記者 周璐(lu)(lu)璐(lu)(lu)）中(zhong)信(xin)建(jian)投(tou)(tou)證券(quan)(quan)(quan)(quan)與中(zhong)信(xin)銀行(xing)共同主辦(ban)的(de)“穩中(zhong)尋(xun)機(ji)”2024年債(zhai)(zhai)市(shi)投(tou)(tou)資(zi)(zi)策(ce)(ce)略會近(jin)日在杭州(zhou)成功舉行(xing)。中(zhong)信(xin)建(jian)投(tou)(tou)證券(quan)(quan)(quan)(quan)債(zhai)(zhai)券(quan)(quan)(quan)(quan)承銷(xiao)(xiao)部(bu)(bu)(bu)、結構化融(rong)資(zi)(zi)部(bu)(bu)(bu)行(xing)政負(fu)責(ze)人陳厚生發表開幕(mu)致辭，中(zhong)信(xin)建(jian)投(tou)(tou)證券(quan)(quan)(quan)(quan)首席經(jing)(jing)濟學家(jia)、研究發展部(bu)(bu)(bu)聯(lian)席負(fu)責(ze)人黃文(wen)濤(tao)，固定(ding)收益(yi)首席分(fen)析師曾羽、債(zhai)(zhai)券(quan)(quan)(quan)(quan)承銷(xiao)(xiao)部(bu)(bu)(bu)總監段小剛、結構化融(rong)資(zi)(zi)業(ye)務(wu)部(bu)(bu)(bu)執行(xing)總經(jing)(jing)理蔣果、并購部(bu)(bu)(bu)總監袁晨、固定(ding)收益(yi)分(fen)析師高慶勇發表主題演講。中(zhong)信(xin)建(jian)投(tou)(tou)證券(quan)(quan)(quan)(quan)債(zhai)(zhai)券(quan)(quan)(quan)(quan)承銷(xiao)(xiao)部(bu)(bu)(bu)董事(shi)總經(jing)(jing)理、華東二部(bu)(bu)(bu)負(fu)責(ze)人王(wang)崇赫主持會議。全國(guo)100余家(jia)行(xing)業(ye)內優(you)秀重點(dian)企業(ye)、近(jin)200名境內外(wai)機(ji)構投(tou)(tou)資(zi)(zi)人受邀現場(chang)參會，深度探討宏(hong)觀(guan)經(jing)(jing)濟政策(ce)(ce)形勢和資(zi)(zi)本市(shi)場(chang)展望、債(zhai)(zhai)券(quan)(quan)(quan)(quan)市(shi)場(chang)投(tou)(tou)資(zi)(zi)機(ji)遇(yu)、存(cun)量資(zi)(zi)產(chan)盤活、中(zhong)資(zi)(zi)美元債(zhai)(zhai)及可(ke)轉債(zhai)(zhai)投(tou)(tou)資(zi)(zi)前景等熱點(dian)問題，分(fen)享交(jiao)流產(chan)業(ye)轉型案例。

陳厚生在(zai)致辭中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)表示，近年(nian)(nian)來(lai)，中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)建(jian)投(tou)(tou)為(wei)各類(lei)企業(ye)(ye)與(yu)投(tou)(tou)資(zi)者(zhe)積(ji)極搭建(jian)便捷的(de)(de)溝通平臺(tai)，持續提(ti)(ti)升(sheng)(sheng)市場服務水平。中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)建(jian)投(tou)(tou)堅持“以客戶需求為(wei)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)心”的(de)(de)理念(nian)，依托于中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)集(ji)團協(xie)同(tong)優勢，與(yu)中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)銀行(xing)杭(hang)州分行(xing)一同(tong)在(zai)浙(zhe)江省(sheng)精耕細作，在(zai)高(gao)質(zhi)(zhi)量“融(rong)(rong)融(rong)(rong)協(xie)同(tong)”、“產(chan)融(rong)(rong)協(xie)同(tong)”的(de)(de)基(ji)礎(chu)上，共同(tong)累(lei)計服務了近300家優質(zhi)(zhi)企業(ye)(ye)，積(ji)累(lei)了豐富的(de)(de)國資(zi)整合、評級(ji)提(ti)(ti)升(sheng)(sheng)、財務優化(hua)、債(zhai)券承銷(xiao)、投(tou)(tou)承聯動、股債(zhai)聯動等經驗。各類(lei)信(xin)用債(zhai)承銷(xiao)規(gui)模(mo)多年(nian)(nian)來(lai)穩居(ju)行(xing)業(ye)(ye)第一，在(zai)浙(zhe)江省(sheng)的(de)(de)債(zhai)券承銷(xiao)規(gui)模(mo)和(he)只數連(lian)續8年(nian)(nian)位居(ju)行(xing)業(ye)(ye)第一。在(zai)即將(jiang)迎來(lai)新中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)國成立75周年(nian)(nian)之際，乘著改革深化(hua)、產(chan)業(ye)(ye)升(sheng)(sheng)級(ji)的(de)(de)東風，中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)建(jian)投(tou)(tou)將(jiang)繼續攜手中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)銀行(xing)、中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)系各板塊(kuai)打造“研究+投(tou)(tou)資(zi)+投(tou)(tou)行(xing)”“鐵三角(jiao)”業(ye)(ye)務模(mo)式，持續深化(hua)“行(xing)業(ye)(ye)+區(qu)域+產(chan)品”的(de)(de)矩陣(zhen)式布(bu)局，積(ji)極踐行(xing)“一個中(zhong)(zhong)(zhong)(zhong)(zhong)(zhong)信(xin)、一個客戶”的(de)(de)理念(nian)，為(wei)廣大客戶、投(tou)(tou)資(zi)者(zhe)提(ti)(ti)供全方位、高(gao)質(zhi)(zhi)量、多層次的(de)(de)“融(rong)(rong)資(zi)+融(rong)(rong)智+融(rong)(rong)產(chan)”綜合金(jin)融(rong)(rong)服務方案，繼續為(wei)浙(zhe)江省(sheng)的(de)(de)經濟發展做出(chu)更多貢獻。

黃(huang)文(wen)(wen)濤(tao)發(fa)表(biao)《宏(hong)觀經(jing)濟政(zheng)策(ce)(ce)形(xing)勢與(yu)資(zi)本市(shi)場展(zhan)(zhan)望(wang)》主題演講。黃(huang)文(wen)(wen)濤(tao)表(biao)示，中(zhong)(zhong)(zhong)國經(jing)濟目前正(zheng)處于(yu)轉(zhuan)(zhuan)(zhuan)型(xing)升(sheng)級的(de)關鍵時期，舊經(jing)濟模式(shi)逐漸退去，新經(jing)濟逐步(bu)崛起。這一(yi)轉(zhuan)(zhuan)(zhuan)型(xing)伴隨著一(yi)定的(de)陣(zhen)痛(tong)，但也是(shi)(shi)發(fa)展(zhan)(zhan)的(de)必經(jing)之路。全球的(de)產(chan)(chan)業(ye)(ye)(ye)鏈正(zheng)在發(fa)生重構，部分產(chan)(chan)業(ye)(ye)(ye)向海外轉(zhuan)(zhuan)(zhuan)移，這是(shi)(shi)中(zhong)(zhong)(zhong)國企(qi)業(ye)(ye)(ye)面臨的(de)新挑戰和(he)新機(ji)(ji)遇。隨著中(zhong)(zhong)(zhong)國經(jing)濟的(de)進一(yi)步(bu)開(kai)放和(he)國際化，越來越多的(de)中(zhong)(zhong)(zhong)國企(qi)業(ye)(ye)(ye)將走向世界(jie)。企(qi)業(ye)(ye)(ye)出(chu)海不僅是(shi)(shi)尋(xun)找新的(de)增長(chang)(chang)點，也是(shi)(shi)提升(sheng)中(zhong)(zhong)(zhong)國軟實力(li)(li)和(he)國際影響力(li)(li)的(de)重要(yao)途徑。未來資(zi)產(chan)(chan)配(pei)置方向方面，無風險(xian)利率下(xia)行、長(chang)(chang)期資(zi)金入市(shi)有(you)序(xu)推進、資(zi)本市(shi)場政(zheng)策(ce)(ce)持(chi)續維穩，貨幣(bi)政(zheng)策(ce)(ce)集中(zhong)(zhong)(zhong)大幅度(du)出(chu)臺，因此A股目前正(zheng)從(cong)底部抬升(sheng)。從(cong)長(chang)(chang)期來看，經(jing)濟增速中(zhong)(zhong)(zhong)樞緩(huan)慢(man)下(xia)移，貨幣(bi)政(zheng)策(ce)(ce)寬松(song)，“資(zi)產(chan)(chan)荒(huang)”尚未解決，債(zhai)(zhai)券(quan)是(shi)(shi)長(chang)(chang)期牛市(shi)。從(cong)全球市(shi)場來看，美債(zhai)(zhai)與(yu)黃(huang)金投資(zi)機(ji)(ji)會較為(wei)確定。

會議(yi)期間，曾羽圍(wei)繞“債(zhai)券(quan)市(shi)場及固定(ding)收益投(tou)資(zi)(zi)策(ce)略展(zhan)(zhan)望(wang)(wang)”主題展(zhan)(zhan)開(kai)深入剖(pou)析；段小剛(gang)、蔣果(guo)、袁晨、高慶(qing)勇先后圍(wei)繞產業轉型案(an)例(li)、存量資(zi)(zi)產盤活(huo)的(de)政策(ce)和案(an)例(li)分析、新“國(guo)九條(tiao)”下并購重(zhong)組市(shi)場展(zhan)(zhan)望(wang)(wang)、中資(zi)(zi)美元債(zhai)投(tou)資(zi)(zi)展(zhan)(zhan)望(wang)(wang)及可(ke)轉債(zhai)投(tou)資(zi)(zi)策(ce)略進(jin)行專(zhuan)題分享。幾位專(zhuan)家緊(jin)扣(kou)時(shi)下熱點(dian)，內容(rong)豐富(fu)實用，獲得(de)現場嘉賓的(de)熱烈反響。

與此同時，多(duo)(duo)名金融機(ji)構投(tou)資者現(xian)場與多(duo)(duo)家發(fa)行(xing)(xing)主(zhu)體企(qi)業(ye)進行(xing)(xing)一對一和(he)小范(fan)圍交流(liu)(liu)會(hui)議，就戰略發(fa)展規劃(hua)、主(zhu)營業(ye)務(wu)情況(kuang)、核心財務(wu)指標以(yi)及未來(lai)投(tou)融資計劃(hua)等問題進行(xing)(xing)深入交流(liu)(liu)。本次策(ce)略會(hui)旨在(zai)發(fa)揮中信集團協(xie)同優勢，為廣(guang)大投(tou)資人及眾多(duo)(duo)優秀重點企(qi)業(ye)提供高效的(de)(de)交流(liu)(liu)平臺，推動發(fa)行(xing)(xing)人和(he)投(tou)資人建(jian)立良性可持續的(de)(de)合(he)作關(guan)系。未來(lai)，中信建(jian)投(tou)證(zheng)券和(he)中信銀行(xing)(xing)將在(zai)中信集團“大協(xie)同、大合(he)作”戰略方針指引下，強化協(xie)同互(hu)助，發(fa)揮專業(ye)優勢，攜手為企(qi)業(ye)提供綜合(he)金融服務(wu)支持。