摘要：中国正从一个高速增长的新兴经济体，转型成为一个聚焦创新技术与内需驱动、谋求可持续发展的经济体。中国是世界第二大经济体，我们对中国市场发展前景保持乐观并且充满信心。我们对中国经济长期看好的判断，源自财政政策和货币政策的协同发力，以及政策实施的力度和决心。这一看法
“CDF之声”栏目旨在汇聚关注、支持和参与论坛的重要商业领袖，向国内公众和国际社会传递论坛与会代表的心声。
今日的CDF之声来自富兰克林邓普顿总裁兼首席执行官庄丽雅(Jenny Johnson)。
庄丽雅指出，富兰克林邓普顿对中国经济长期看好，源自财政政策和货币政策的协同发力，以及政策实施的力度和决心。
作为长期投资者，富兰克林邓普顿始终认为中国市场蕴藏着重要发展机遇。随着金融格局的不断演变，富兰克林邓普顿对中国这一充满活力的市场的承诺始终坚定不移。
以下是发言全文：
大家好，我是庄丽雅，富兰克林邓普顿总裁兼首席执行官。我很荣幸今年能参加在北京举行的中国发展高层论坛。
中国正从一个高速增长的新兴经济体，转型成为一个聚焦创新技术与内需驱动、谋求可持续发展的经济体。中国是世界第二大经济体，我们对中国市场发展前景保持乐观并且充满信心。我们对中国经济长期看好的判断，源自财政政策和货币政策的协同发力，以及政策实施的力度和决心。这一看法也得到了一些预测的支持：在未来五年内，中国对全球GDP增长的贡献将超过任何其他经济体（彭博，国际货币基金组织）。
前不久，我们共庆新春佳节，共迎蛇年到来。在中国生肖文化中，蛇象征着智慧、谋略和适应力，这与当前市场环境颇为契合。蛇年智慧启示我们，在日益复杂的全球环境中，既要坚持长期理念，又要练就迅速灵活的应变能力。
为释放中国未来发展潜能，下一阶段的发展关键在于实现经济增长与可持续发展的平衡，持续加大科技创新投入，并推进金融领域改革以进一步提升效率、透明度和资本流动性。一个充满活力和韧性的金融领域也将为外资金融机构提供更多机遇，为中国市场长期增长助力。创新和技术投资的重要性在中国对先进技术和制造业的重视中得到彰显，这正在推动中国向各领域创新前沿迈进。这一转变对于提高经济发展质量和可持续性至关重要。
富兰克林邓普顿在中国有着悠久的历史，并始终致力于成为中国增长故事的一部分。我们在华合资企业——国海富兰克林基金管理有限公司，成立于二十年前，我们很荣幸能成为首批中外合资基金管理公司之一。在过去的二十年里，我们取得了非凡的增长，这为我们在中国持续深化机构投资实力带来动力。作为长期投资者，我们始终认为中国市场对于我们而言蕴藏着重要发展机遇。随着金融格局的不断演变，我们对这一充满活力的市场的承诺始终坚定不移。
世界已经认识到中国本土资产管理市场的显著增长，以及中国资本市场在市场基础设施、创新金融工具和投资者多样化产品需求等方面的发展。预计到2030年，随着家庭财富的增长和国家养老金体系的完善，中国的资产管理行业规模将增长一倍以上，达到280万亿元（麦肯锡）。凭借在相关领域的独特优势，我们期待与大家共赴这场时代机遇。
富兰克林邓普顿的投资专长、渠道布局和产品开发等核心优势与中国资产管理市场的蓬勃发展深度共振，我们始终将中国市场视为极具价值的战略合作高地。我们感谢监管机构、客户伙伴及本土团队的鼎力支持与精诚合作，让我们在这个充满活力的市场稳步发展。
展望未来，富兰克林邓普顿将持续引入全球顶尖投资智慧，与中国投资者共赴新机遇，共绘新蓝图。
谢谢。
Hi everyone, I’m Jenny Johnson, President and CEO of Franklin Templeton. I’m honored to attend the China Development Forum in Beijing this year.
China is transitioning from a rapidly growing emerging economy, to one that seeks sustainable growth with a strong emphasis on innovation, technology, and domestic consumption. China is the world’s second largest economy, and we remain confident and optimistic about the prospects for development in this market. Our positive long-term view of China’s economy is underpinned by the government’s strong willingness and capability to drive fiscal and monetary support to the economy. This is also supported by projections that China will contribute more to global GDP growth than any other economy over the next five years [Bloomberg, IMF].
As we recently celebrated the Spring Festival and welcomed the Year of the Snake. It’s fitting that in the Chinese zodiac, snakes are intelligent, strategic, and adaptable. The Year of the Snake reminds us the benefits of remaining steadfast in our long-term beliefs while being able to act quickly and flexibly to navigate an increasingly complex global environment.
To unlock the country’s potential and development momentum in the years ahead, China's next stage of development depends on balancing economic growth with sustainability, continued innovation and technology investment, as well as reforms to the financial sector to further enhance efficiency, transparency and capital flows. A vibrant and resilient financial sector will also enable greater opportunities for foreign financial institutions to contribute to China’s long-term growth. The importance of innovation and technology investment is evident in China's focus on advanced technology and manufacturing, which is driving the country towards the cutting edge of innovation in various sectors. This shift is crucial for enhancing the quality and sustainability of economic development.
Franklin Templeton has a long presence in China, and we have always strived to be part of China’s growth story. Our joint venture, Franklin Templeton Sealand, was established 20 years ago, and we are honored to be among the first Sino-foreign joint venture fund management companies in China. Over the past two decades, we have achieved extraordinary growth, which has enabled us to deepen our institutional investment capabilities in China. As a long-term investor, China remains a crucial growth opportunity for Franklin Templeton, and as the financial landscape continues to evolve, our commitment to this dynamic market remains unwavering.
The world has recognized the significant growth of the Chinese onshore asset management market, as well as other developments in the Chinese capital markets, in terms of market infrastructure, innovative financial tools, and investors’ growing demands for diversified offerings. Rising household wealth and the growth of the country's pension system are expected to drive China's asset management industry to more than double in size to 280 trillion yuan by 2030 [McKinsey]. And we are uniquely positioned to be on this journey with you.
Franklin Templeton’s investment expertise, distribution network and product development capabilities align perfectly with the growth of China’s asset management market, and China remains a significant partnership opportunity. We are grateful for the support and strong working relationships with regulators, clients, partners and our local teams on the ground in this dynamic market.
Looking ahead, Franklin Templeton looks forward to bringing more world-class investment capabilities to investors in China and unlocking new opportunities for the future.
Thank you.
整理 - 健行
剪辑 - 天一
中国发展高层论坛由国务院发展研究中心主办，中国发展研究基金会承办。自2000年首次举办以来，论坛坚持“与世界对话，谋共同发展”的宗旨，形成了专业化、高层次的鲜明特色，已成为中国政府高层、全球商界领袖、国际组织和中外学者之间重要的交流对话平台。
关于国务院发展研究中心
国务院发展研究中心是从事综合性政策研究和决策咨询的国务院直属事业单位，其主要职责是贯彻落实党中央关于政策咨询研究工作的方针政策和决策部署，组织开展经济社会发展和改革开放中的全局性、综合性、前瞻性、战略性问题及热点、难点问题研究，开展政策评估、政策解读、国际交流合作等，为党中央、国务院提供政策建议和咨询意见。
关于中国发展研究基金会
中国发展研究基金会是国务院发展研究中心主管的全国性公募基金会，宗旨为“支持政策研究、促进科学决策、服务中国发展”，1997年在民政部注册成立。基金会承办中国发展高层论坛，开展多方面国际交流合作，承担经济社会发展等领域重要研究课题，组织儿童发展、绿色发展等社会试验项目，已成为集国际交流、政策研究和社会试验于一体的智库型基金会。
来源：中国发展高层论坛
