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新财富·董秘特辑 | 柳新仁:一位新时代董秘20年的职业进阶史
新财富· 2025-05-15 06:21
Core Viewpoint - The article highlights the significance of the role of a company secretary (董秘) in bridging the gap between the enterprise and the capital market, emphasizing their contribution to corporate governance and investor relations management, particularly in the context of the evolving Chinese capital market [1]. Group 1: Career Development of Liu Xinren - Liu Xinren, the company secretary of Jiahe Foods, transitioned from a procurement manager to a key figure in connecting the company with the capital market over two decades [3]. - His pivotal career moment occurred during the IPO preparation phase, where he led the team through the intense process of IPO application, culminating in Jiahe Foods' successful listing on the A-share market in April 2021 [4]. - Post-IPO, Liu's responsibilities shifted towards regulatory compliance, market capitalization management, and investor communication, earning him multiple accolades for his professional capabilities [5]. Group 2: Strategic Transformation of Jiahe Foods - Jiahe Foods, initially known for its plant-based creamers, faced challenges due to changing consumer preferences and competition, prompting a strategic pivot towards coffee as a new growth avenue [8]. - The company capitalized on the rising coffee consumption trend, increasing from 9 cups per person in 2022 to 16.74 cups in 2023, and had already invested in coffee production capabilities since 2017 [9]. - Liu spearheaded a significant capital operation, raising 725 million yuan through a private placement to expand coffee production capacity, which includes various coffee products [9][10]. Group 3: Role and Challenges of a Company Secretary - The role of a company secretary extends beyond mere compliance; it involves maintaining corporate stability and managing investor relations post-IPO [14]. - Liu emphasized the importance of managing expectations and effectively communicating the company's strategies and long-term value to investors, balancing transparency with strategic messaging [15]. - The company secretary acts as a central figure in coordinating communication among various stakeholders, ensuring that the company's interests are represented accurately [16][17]. Group 4: Conclusion on the Role of Company Secretaries - Liu's career trajectory exemplifies the evolving role of company secretaries as vital contributors to corporate governance and strategic decision-making, particularly in navigating complex capital market dynamics [19]. - The article underscores the need for company secretaries to possess a deep understanding of both regulatory frameworks and market conditions, positioning them as essential players in fostering trust and transparency between companies and investors [19].
新财富·董秘特辑 | 袁钢:专业赋能,深耕行业,真诚服务
新财富· 2025-05-14 06:48
0 1 专业赋能:财务法律复合背景,筑牢董秘技能根基 袁钢本科毕业于中南财经政法大学会计学专业,硕士毕业于北京大学法律硕士(财税法方向)专业, 财务与法律的双重知识体系,为他奠定了扎实的专业基础。毕业后,他在中国石化开启职业生涯,央 企的工作经历让他养成了规范的公司治理理念,锻炼出敏锐的行业研究能力和应对复杂问题的综合处 理能力。 财务与法律的双重专业背景以及在央企的工作经历,让他在面对复杂的资本市场环境时,能够与会计 师、律师、评估师等专业人士进行专业沟通与协作,特别是在涉及财务和法律交叉问题时,他能够结 合公司合法权益,更加全面地给出专业意见和建议;在公司定期报告与临时公告的编制与审核中,他 凭借扎实的财务专业知识,从公司业务、行业趋势的角度去解读财务数据,为投资者提供清晰、可 靠、易懂的公司经营情况和行业信息;在公司重大合同的签订与法律风险把控上,他运用所学法律知 识,在合同签订前确保合同条款的严谨性和公平性,在合同执行中根据最新情况及时采取措施,降低 法律风险,维护公司合法权益。这些宝贵的专业素养与职业能力,为袁钢日后在索通发展董秘岗位上 的卓越表现奠定了坚实基础。 历经二十一载岁月沉淀,新财富金牌董 ...
创新药不会被政策“杀死”
新财富· 2025-05-13 06:27
本文约 4 0 0 0 字,推荐阅读时长 2 0 分钟,欢迎关注新财富公众号。 1 引言 5月11日晚,美国前总统特朗普在Truth Social社交平台上宣布,将于5月12日上午9点(北京时间当晚 21点)在白宫签署一项行政命令,旨在推行"最惠国政策"(Most Favored Nations, MFN),以压低美 国药品价格30%-80%。此举旨在通过强制手段,使联邦医疗保险(Medicare)和医疗补助 (Medicaid)等项目的药价不高于全球最低水平,直接对标加拿大、墨西哥等国价格体系。 特朗普再次执政,美国的医疗政策和药品关税议题重新成为全球医药产业关注的焦点。 自2024年底以来,默沙东、罗氏、诺华、礼来等跨国药企纷纷宣布对美投资,建设本土研发和生产基 地,累计金额高达数百亿美元。 例如,默沙东计划至2028年前在美累计投资超90亿美元,罗氏规划未 来五年投入500亿美元,诺华和礼来也分别公布了230亿和270亿美元的大规模扩产计划。 这一轮集体"回流",并非简单的产能扩张,而是对政策变化的前瞻响应。在特朗普政府推动药品进口关 税、医保改革与价格干预等政策的背景下,全球医药产业链正面临深度调整, ...
从《蛮好的人生》看信托破局,平安信托让家庭财富管理 “蛮好”
新财富· 2025-05-13 06:27
Core Viewpoint - The article highlights the increasing accessibility and importance of trust services in wealth management, particularly through insurance trusts and family trusts, as depicted in the popular drama "Mán Hǎo de Rénshēng" [2][3][4]. Group 1: Trust Services Overview - Trust services, traditionally seen as exclusive to high-net-worth individuals, are becoming more accessible with new models like insurance trusts lowering entry barriers to around 1 million yuan [3][4]. - The trust industry in China has evolved significantly, with a historical backdrop that includes the establishment of the first trust company in 1921 and a resurgence in the 1980s [4][5]. - Recent regulatory changes have categorized trust services into three main types, emphasizing the growth of wealth management services, which have seen a compound annual growth rate of 37% over the past six years, surpassing 1 trillion yuan in scale [6][15]. Group 2: Company Case Study - Ping An Trust - Ping An Trust has adapted to industry changes by positioning wealth management services as a core strategic focus, achieving a scale of over 220 billion yuan in wealth management services, with insurance trusts accounting for 170 billion yuan [9][18]. - The "Hong Cheng Shi Jia" brand has been upgraded to encompass a broader range of wealth management services, including family trusts and charitable trusts, reflecting a comprehensive approach to meet diverse client needs [13][16]. - The insurance trust product line, particularly the "Hong Fu" series, has experienced rapid growth, with a compound growth rate of 39% and a market share exceeding 40% [18][19]. Group 3: Future Outlook and Strategic Initiatives - Ping An Trust plans to lower the entry threshold for pension trusts to below 1 million yuan to enhance accessibility and meet growing market demand [33]. - The company aims to strengthen its operational and technological capabilities to support the anticipated increase in business volume and client base [33][34]. - Future strategies include enhancing non-financial services related to health management and elder care, positioning trust services as a comprehensive solution for clients' long-term needs [35][36].
新财富·董秘特辑 | 李旭:以专业筑牢合规根基,在创新与挑战中稳健前行
新财富· 2025-05-12 07:38
历经二十一载岁月沉淀,新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选,不仅见证 了中国资本市场蓬勃发展的壮阔征程,更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力,持续优化上市公司治理、深化投资者关系管理,已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际,诚邀历届金牌董秘,分享企业战略、发展历程与职业经验,以实战洞见 解构资本风云,共探行业发展逻辑。 李旭女士,现任北京全时天地在线网络信息股份有限公司(002995)副总经理、董事会秘书,她于 2020年加入天地在线,负责公司合规治理、资本运作、投融资等工作。作为资本市场的重要桥梁,李 旭以其专业素养与战略眼光,推动天地在线在合规发展与资本运作的双重赛道上稳健前行。 0 1 "专业"铸就荣誉 在她个人的职业成长中,李旭深刻体会到董秘工作需兼具"广度"与"深度"— 既要精通财务、法律、金 融等专业知识,也要具备战略眼光与危机处理能力。每一次路演中的精准应答,每一份公告中的严谨 表述,每一场谈判中的价值坚守,都是对"专业"二字的践行。 多年深耕,李旭积累了深厚的业务理 ...
新财富·董秘特辑 | 叶静:多维赋能 积极传递公司长期价值
新财富· 2025-05-11 08:31
Core Viewpoint - The New Fortune Golden Secretary Award has become a benchmark in China's capital market, reflecting the development of the market and the importance of excellent secretaries in corporate governance and investor relations management [1] Group 1: Award Recognition - The 21st New Fortune Golden Secretary Award recognized Ms. Ye Jing from Yimikang as the "Golden Secretary" for her professional knowledge, rich experience, and keen market insight [2] Group 2: Company Performance - Yimikang achieved a revenue of 318 million yuan in Q1, representing a year-on-year growth of 26.44%, and a net profit of 7.04 million yuan, up 34.77% year-on-year [6] - The company has transitioned from a provider of precision air conditioning for data centers to a service provider of green solutions for the entire lifecycle of digital infrastructure [6] Group 3: Governance and Management - Ms. Ye has emphasized the importance of compliance and investor relations management since her appointment as the board secretary, enhancing the company's image in the capital market [4] - She has actively participated in the asset divestiture plan, ensuring alignment with the company's strategy and safeguarding its interests [7] Group 4: Strategic Focus - Yimikang is focusing on the information data sector, with a goal to become a leading enterprise in China's digital infrastructure field, leveraging technological innovation and customer demand [11] - The company aims to integrate its strengths across various segments, including temperature control equipment, intelligent engineering, IoT software, and smart services, to create efficient and green digital infrastructure [11]
新财富·董秘特辑 | 常阳:与价值同行,建立在「专注」和「专业」之上的前瞻资本策略
新财富· 2025-05-09 09:12
Core Viewpoint - The article highlights the significance of the "Golden Secretary" award in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to the high-quality development of the market [1]. Group 1: Capital Strategy and Operations - Chang Yang, the Secretary of the Board at Jinko Power Technology Co., Ltd., has played a crucial role in the company's capital market operations and compliance system since joining in 2021, focusing on "concentration" and "professionalism" as key strategies to navigate industry uncertainties [3][4]. - Under Chang's leadership, Jinko Power successfully issued a 500 million yuan green corporate bond in May 2022, marking a significant milestone in the capital market and showcasing its demonstration effect within the industry [4]. - Chang's strategic timing in capital operations, such as the 3 billion yuan private placement approved by the CSRC at the end of 2022, allowed the company to raise funds effectively during a challenging market environment, enhancing its shareholder structure and market image [6]. Group 2: Financial Performance - In 2023, Jinko Power reported a revenue of 4.37 billion yuan, a year-on-year increase of 36.72%, and a net profit attributable to shareholders of 383 million yuan, reflecting a substantial growth of 77.05% [6]. Group 3: Corporate Governance and Compliance - Chang Yang positions himself as a "value transmitter with rigor," emphasizing compliance as a core responsibility of the Secretary of the Board, ensuring the company's operational management is safeguarded through professional oversight [8]. - The company aims to create a transparent and well-structured governance framework, focusing on clear asset management and effective communication with various stakeholders, including regulators and investors [9]. Group 4: Strategic Choices and Diversification - Jinko Power is transitioning towards a light asset operation model while diversifying its business layout, focusing on green electricity operations and leveraging its project development resources [11][13]. - The company has successfully established a healthy turnover model for its assets, enhancing its resilience against market fluctuations and positioning itself for future growth opportunities in various renewable energy applications [13][14].
新财富·董秘特辑 | 孙凯:与优秀平台共同成长,永远在路上
新财富· 2025-05-09 06:41
Core Viewpoint - The article emphasizes the importance of the role of the company secretary in enhancing corporate governance, investor relations, and brand value, which are crucial for the high-quality development of China's capital market [1][3][12]. Group 1: Company Overview - Jiao Cheng Ultrasonic is a technology-driven company specializing in ultrasonic technology, focusing on high-end equipment for applications in industries such as new energy, semiconductors, and healthcare [5][6]. - The company became the first A-share listed company in the domestic power ultrasonic field on the Shanghai Stock Exchange's Sci-Tech Innovation Board in September 2022, significantly increasing market attention towards ultrasonic technology [5][6]. Group 2: Role of the Company Secretary - The company secretary, Sun Kai, has played a pivotal role in the company's transformation from a non-listed to a listed entity, overseeing compliance, information disclosure, and investor relations management [3][9]. - Sun Kai believes that the company secretary must act as a strategic hub, linking the real economy with capital markets, and must possess a deep understanding of both industry and capital [3][6][10]. Group 3: Investor Relations Management - Effective investor relations management is crucial, and the company secretary actively communicates with investors to convey the company's history, performance, and future strategies [5][12]. - The company secretary translates complex technical and financial information into understandable language for investors, enhancing their confidence in the company's prospects [6][10][12]. Group 4: Future Outlook - The company aims to continue its commitment to high-quality development and innovation, enhancing its internal growth momentum to create greater value for shareholders and society [12][13]. - The company secretary plans to further improve professional capabilities and maintain positive interactions with the capital market and investors, positioning the company as a trusted long-term partner [12][13].
39893名投顾参评,创历届新高!第八届新财富最佳投资顾问评选鸣锣开跑
新财富· 2025-05-09 06:41
Core Viewpoint - The eighth New Fortune Best Investment Advisor Selection has attracted a record number of participants, with 39,893 qualified advisors from 90 securities firms, marking a significant increase in engagement within the industry [1][3]. Group 1: Participation Statistics - A total of 40,350 professionals registered for the competition, with 39,893 meeting the eligibility criteria, setting a new record for participation [1]. - Eleven securities firms had over 1,000 advisors participating, with GF Securities leading at 4,385 participants, followed by China Galaxy Securities and CITIC Securities with 3,860 and 3,477 respectively [3][5]. - The top 10 firms accounted for 25,913 participants, representing 65% of the total [3][5]. Group 2: Regional Distribution - Participants came from 31 regions across China, with Guangdong, Shanghai, Shandong, Zhejiang, and Beijing contributing the highest numbers, totaling 6,192, 2,942, 2,608, 2,537, and 2,401 respectively, which together account for 41.81% of the total [14]. - The advisors were distributed across 325 cities, with the top 20 cities contributing 19,848 participants, or 49.75% of the total [14]. Group 3: Evaluation Phases - The evaluation process consists of two main phases: the first phase, "Investment Management Capability Evaluation," runs from May 1 to October 31, 2025, focusing on stock trading and ETF groups [16][17]. - The second phase, "Service Capability Evaluation," will commence in November, with final results to be announced by the end of December 2025 [17]. Group 4: Technological Integration - The competition will utilize the Go-Goal platform, which includes an AI-driven tool called "Xiao Er Q&A" to assist advisors in their investment strategies, particularly in ETF selection and configuration [19]. - The focus on ETFs has increased due to the removal of the public fund allocation group, indicating a shift in investment strategies within the advisory community [19].
新财富 · 董秘特辑 | 庄晓茹:赋能方大炭素持续前行的关键力量
新财富· 2025-05-08 07:29
Core Viewpoint - The article highlights the significance of the New Fortune Gold Medal Secretary selection in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to high-quality market development [1]. Group 1: Company Overview - Fangda Carbon has emerged as a leading enterprise in the global carbon industry, with its products exported to over 60 countries and regions across five continents [3]. - The company has experienced rapid growth since its restructuring in 2006, establishing a strong foothold in the global market [3]. Group 2: Key Personnel - Ms. Zhuang Xiaoru joined Fangda Carbon as the Board Secretary in July 2022, bringing a wealth of experience from her previous role at the controlling shareholder, Liaoning Fangda Group, where she accumulated over ten years of expertise in corporate operations, investment analysis, and strategic planning [3][5]. - Ms. Zhuang holds a master's degree in economics from Peking University and is a national second-level psychological counselor, which enhances her communication skills and insight into investor relations [3]. Group 3: Technological Innovation - Technological innovation is a core driving force for Fangda Carbon, with significant breakthroughs in high-end carbon materials, such as the self-developed "Ultra High Power Φ750mm Graphite Electrode," which has broken foreign monopolies [5]. - Ms. Zhuang has actively worked on translating these technological achievements into market value, effectively communicating their importance to investors [5]. Group 4: Capital Operations - Under Ms. Zhuang's leadership, Fangda Carbon successfully issued GDRs and listed on the Swiss Stock Exchange, becoming the first A+G listed company in the western region [7]. - She also led the successful listing of the subsidiary Chengdu Carbon Materials on the New Third Board, enhancing the company's financing channels and overall competitiveness [7]. Group 5: Communication and Recognition - Ms. Zhuang has established an efficient and transparent communication mechanism, ensuring investors receive timely and accurate information about the company's operations and financial performance [9]. - Fangda Carbon has received multiple accolades, including the "2024 Future Materials Industry Star Listed Company," and Ms. Zhuang was awarded "Gold Medal Secretary" and "Most Popular Secretary among Individual Investors" in the 20th New Fortune Gold Medal Secretary selection [9]. Group 6: Strategic Collaborations - On March 22, 2025, Fangda Carbon signed a strategic cooperation agreement with Jingtai Technology, with Ms. Zhuang playing a crucial role in facilitating the collaboration [10]. Group 7: Conclusion - The achievements of Fangda Carbon in the global carbon industry are attributed to long-term accumulation and continuous efforts, with Ms. Zhuang's expertise significantly contributing to the company's cultural dissemination, technological promotion, and capital market engagement [12].