Anchoring on Two Sessions Course, Bank of China Fund Writes Answer Sheet for Financial Power Era

Spring tides surge, starting a new journey; now is the time to set sail. The 2026 National People’s Congress and Chinese People’s Political Consultative Conference (Two Sessions) arrive as scheduled, guiding the direction and drawing the blueprint for the first year of the “14th Five-Year Plan.” This year’s government work report clearly states the goal of shifting from “scale priority” to a strategic transformation emphasizing “quality and efficiency,” with policies focusing more on “targeted efforts and long-term implementation.” The core breakthroughs will revolve around four major directions, providing clear pathways for the industry.

As an important force serving the national strategy in the capital market, Bank of China Fund will thoroughly implement the spirit of the Two Sessions, stay true to asset management fundamentals, deeply integrate its development with the overall national development, and write a new chapter of financial empowerment for high-quality growth through professional financial practices.

Policy Coordination and Efforts to Boost Financial and Domestic Demand

Clarifying the CPI target to “turn negative to positive” is a key signal in the government work report. In the future, China will use comprehensive measures such as capacity regulation, standard guidance, price enforcement, and quality supervision to deeply address unhealthy competition and rebuild a healthy economic cycle. Meanwhile, fiscal policy will remain at the same level as last year but will focus on “boosting domestic demand.” Efforts will be made to stabilize fixed asset investment and promote consumption.

Wu Qing, Chair of the China Securities Regulatory Commission (CSRC), stated that the CSRC will focus on deepening comprehensive reform of investment and financing, further improve the basic system of the capital market, strengthen the development of bond, REITs, and asset securitization markets, continuously enrich products and tools, and serve the development of new productive forces more precisely and effectively, better meeting the risk management needs of enterprises and residents.

Bank of China Fund actively responds to the domestic demand policy orientation by offering diverse products to meet residents’ wealth management needs. The company leverages its four core business lines—active equities, “Fixed Income +”, ETFs, and FOFs—to diversify product types, accelerate investment capacity building, and achieve shared interests and risk sharing with investors. By establishing a customer profit experience evaluation system, the firm continuously enhances investors’ sense of gain, stimulating endogenous consumption motivation through residents’ wealth appreciation, and promoting synchronized growth of financial services and domestic demand.

Focusing on Long-term Markets to Create a New Intelligent Economy

For the first time, the government work report proposed “building a new form of intelligent economy,” aiming to deepen “AI+” initiatives, promote intelligent entities, and cultivate new native intelligent business models. This clarifies the development prospects of the tech sector. Additionally, based on the overall stable development of the capital market, China will pay more attention to medium- and long-term institutional development.

Wu Qing also mentioned that in recent years, a new round of technological revolution and industrial transformation has accelerated, with major global capital markets actively reforming to adapt to innovation trends. From China’s perspective, it is necessary to further leverage the functions of the capital market and accelerate the integration of technological and industrial innovation. The development of new productive forces will support higher-quality capital market growth and bring better, sustained returns for investors.

In the field of financial technology, Bank of China Fund has launched the Bank of China SSE STAR Market 50 ETF and connection funds, as well as the Bank of China CSI Robot Index Fund, supporting the development of new productive forces. In green finance, it has introduced the Bank of China ESG thematic fund to guide capital toward sustainable development.

Anchoring the New Journey and Continuing to Write a New Chapter of High-Quality Development

The 2026 government work report sets the dual main lines of stabilizing growth and cultivating new momentum, clearly outlining China’s high-quality economic development roadmap.

For public funds, the focus is on deepening reforms, guiding the industry to adhere to long-term and professional principles, and always prioritizing investors’ interests under the principle that “public funds serve the public.”

Standing at the start of a new cycle, Bank of China Fund will continue to be guided by the spirit of the Two Sessions, uphold the original intention of serving the country through finance, focus on asset management, and provide higher-quality financial services to support development.

Risk warning: Funds are subject to risks; investments should be cautious.

(Edited by: Xu Nannan)

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