The 2026 Shanghai Expo will establish a financial services sector focusing on cross-border funds and overseas allocation

Funds are an indispensable link in the overseas arrangements of enterprises and families. Overseas investment requires funds to exit the country, while overseas real estate and study abroad require financial arrangements. Exchange rate fluctuations also constantly affect income and expenditure and allocation. The professionalism of financial services is directly related to the stability of business operations and household arrangements.

1、 Why is financial services worth focusing on

Cross border finance involves multiple aspects such as foreign exchange policies, cross-border receipts and payments, fund pool arrangements, exchange rate risk management, overseas financing, and asset allocation, with strong professionalism and detailed rules. Enterprises and households often require cooperation from various institutions such as banks, payment companies, insurance companies, and trusts in specific operations. Concentrating on understanding the service scope of different institutions can help build a service system that better meets one's own needs.

2、 What to watch in the Financial Services section of the Expo

This expo will set up a financial services sector, with a focus on:

(1) Cross border funds. Understand the relevant arrangements for cross-border receipts and payments, fund outflows, and domestic and overseas fund arrangements.

(2) Exchange rate management. Understand the concept of exchange rate risk neutrality and the application of hedging tools.

(3) Overseas financing. Understand the diverse funding channels of enterprises, such as overseas financing, bond issuance, and listing.

(4) Asset allocation. Understand the asset and insurance allocation services for families and businesses overseas.

3、 How can exhibitions help demand side

(1) Diversified institutions. Banks, insurance, payment, consulting and other institutions are present together for easy comparison and combination.

(2) Clearer caliber. Face to face consultation provides a more intuitive understanding of the applicable conditions and boundaries of different services.

(3) The system is more complete. From enterprise going global to household arrangements, gain an overall understanding of the cross-border financial ecosystem.

(4) Decisions are more stable. Consider funding arrangements in the overall planning to reduce last-minute responses.

4、 The benefits of financial institutions participating in exhibitions

For banks, insurance, payment and professional consulting institutions, the financial services sector of the Expo brings together enterprises and households with cross-border funding and allocation needs. Institutions can provide on-site explanations of service content and product boundaries, showcasing their professional capabilities in cross-border business; We can provide consultation and establish connections for specific scenarios in corporate overseas and family arrangements; It can also be linked with other sectors to form a comprehensive service chain from funds to identity, real estate, and education. This is an efficient docking platform for institutions that hope to expand their cross-border business reach.

5、 Who is suitable to attend

Enterprises with cross-border funding needs, families arranging overseas living, as well as financial institutions and service providers such as banks, insurance, and payments, can all come to the venue for communication.

6、 How to participate

The Expo will be held from November 20th to 22nd, 2026 at the Shanghai World Trade Exhibition Center, with a three-day exhibition period and an expected attendance of about 8000 people. Exhibition hotline: 13681692751 (same as WeChat); Official website: www.qs-expo.com.

The arrangement of funds emphasizes stability and compliance, and a clear understanding of services and a reasonable structure are important foundations for enterprises and families to achieve long-term success. Welcome to the venue for communication.