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国泰海通(02611) - 海外监管公告 - 国泰海通证券股份有限公司2025年科技创新债券(第一期...

2025-07-23 10:03
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 國泰海通證券股份有限公司 Guotai Haitong Securities Co., Ltd. (於中華人民共和國註冊成立的股份有限公司) (股份代號:02611) 海外監管公告 本公告乃由國泰海通證券股份有限公司(「本公司」)根據香港聯合交易所有限公司 證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站發佈之《國泰海通證券股份有限公司2025年 科技創新債券(第一期)發行結果公告》,僅供參閱。 承董事會命 國泰海通證券股份有限公司 朱健 董事長 中國上海 2025年7月23日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 国泰海通证券股份有限公司 2025 年科技创新债券(第一期)已于 2025 年 7 月 23 日发行完毕,相关发行情况如下: | 债券名称 | 国泰海通证券股份有限公司 | 202 ...
国泰海通(02611) - 海外监管公告 - 国泰海通证券股份有限公司关於境外全资附属公司债务融资并...

2025-07-23 09:53
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不對因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 國泰海通證券股份有限公司 Guotai Haitong Securities Co., Ltd. (於中華人民共和國註冊成立的股份有限公司) (股份代號:02611) 海外監管公告 本公告乃由國泰海通證券股份有限公司(「本公司」)根據香港聯合交易所有限公司 證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站發佈之《國泰海通證券股份有限公司關於境 外全資附屬公司債務融資並由公司提供擔保的公告》,僅供參閱。 承董事會命 國泰海通證券股份有限公司 朱健 董事長 中國上海 2025年7月23日 截至本公告日期,本公司的執行董事為朱健先生、李俊傑先生以及聶小剛先生; 本公司的非執行董事為周杰先生、管蔚女士、鐘茂軍先生、陳航標先生、呂春芳 女士、哈爾曼女士、孫明輝先生、陳一江先生;本公司的職工董事為吳紅偉先 生;及本公司的獨立非執行董事為李仁傑先生、王國剛先生、浦永灝先生、毛付 根先生、陳方若先生以 ...
国泰海通(601211) - 国泰海通证券股份有限公司2025年科技创新债券(第一期)发行结果公告

2025-07-23 09:01
证券代码:601211 证券简称:国泰海通 公告编号:2025-083 国泰海通证券股份有限公司 2025 年科技创新债券(第一期)发行结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 国泰海通证券股份有限公司 2025 年科技创新债券(第一期)已于 2025 年 7 月 23 日发行完毕,相关发行情况如下: 本期发行债券的相关文件已在中国货币网(www.chinamoney.com.cn)和上海 清算所网站(www.shclearing.com.cn)上刊登。 特此公告。 国泰海通证券股份有限公司董事会 2025 年 7 月 24 日 | 债券名称 | 国泰海通证券股份有限公司 | 2025 | 年科技创新债券(第一期) | | --- | --- | --- | --- | | 债券简称 | 25 国泰海通科创债 01 | 债券代码 | 342580002 | | 簿记建档日 | 2025 年 7 月 21 日 | 起息日 | 2025 年 7 月 23 日 | | 兑付日 | 2030 年 7 月 23 日 | ...
国泰海通(601211) - 国泰海通证券股份有限公司关于境外全资附属公司债务融资并由公司提供担保的公告

2025-07-23 09:00
证券代码:601211 证券简称:国泰海通 公告编号:2025-082 国泰海通证券股份有限公司 关于境外全资附属公司债务融资 并由公司提供担保的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 一、担保情况概述 国泰海通证券股份有限公司(以下简称公司或本公司)作为担保人于2025 年7月23日签署《贷款协议》,为境外全资子公司海通银行(以下简称借款人或 被担保人,因公司吸收合并海通证券原因于2025年3月成为本公司境外全资子公 司)等值4.5亿美元银团贷款(以下简称本次银团贷款)提供无条件及不可撤销 的保证担保,担保范围包括贷款本金、利息及交易文件下的其他付款义务(以下 1 本公告所述担保金额、担保余额及担保总额在计算时未包含浮动利率票据、债券、贷款等利息,浮动利 率利息需根据实际情况确定。本公告所载金额涉及汇率的,按 2025 年 6 月末美元兑换人民币中间价、欧元 兑换人民币中间价(1 美元=7.1586 元人民币、1 欧元=8.4024 元人民币)折算。 1 2、注册地点:葡萄牙(商业登记号:501 ...
日联科技跌2.24% 2023年上市超募21亿国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-07-23 08:44
Group 1 - Dayun Technology's stock price fell by 2.24% to 45.82 yuan as of the close on July 23, 2023 [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on March 31, 2023, with an initial public offering of 19.85 million shares at a price of 152.38 yuan per share [1] - On its first trading day, Dayun Technology reached a peak price of 241.11 yuan, which remains its highest price since listing [1] Group 2 - The total funds raised from the IPO amounted to 302.50 million yuan, with a net amount of 273.08 million yuan, exceeding the original plan by 213.08 million yuan [1] - The company planned to use the raised funds for X-ray source industrialization, construction of an X-ray detection equipment production base in Chongqing, R&D center construction, and to supplement working capital [1] - The total issuance costs for the IPO were 29.42 million yuan (excluding tax), with underwriting fees accounting for 26.18 million yuan [1] Group 3 - On April 11, 2025, Guotai Haitong Securities Co., Ltd. held a restructuring and renaming ceremony at the Shanghai Stock Exchange, changing its A-share name from "Guotai Junan" to "Guotai Haitong" while retaining the A-share code "601211" [2] - Dayun Technology announced a dividend plan on May 31, 2024, proposing a stock bonus of 4.5 shares for every 10 shares held and a pre-tax dividend of 8 yuan [2] - On July 4, 2025, Dayun Technology released another dividend plan, offering a stock bonus of 4.5 shares for every 10 shares held and a pre-tax dividend of 6 yuan [3]
并表监管新时代——证券公司并表管理新规解读
Sou Hu Cai Jing· 2025-07-23 02:16
中国证券业协会(以下简称"协会")近期密集发布了即将于今年9月生效的《证券公司全面风险管理规范(修订稿)》(以下简 称《规范》)与未来三年分批实施的《证券公司并表管理指引(试行)》(以下简称《指引》)。 公司治理 自2020年3月,证监会公布中金公司、招商证券、中信证券、华泰证券、中信建投、国泰君安等6家证券公司实施并表监管试点 (以下简称"试点机构"),到《指引》发布已历经5年的实践。试点机构通过不断加强并表管理,都显著积累了更多的人才、技 术和系统等资源,全面提升了经营稳健性与合规风控能力。对很多排名靠前的券商而言,这次《指引》的发布可谓"千呼万唤始 出来",是他们多年来厉兵秣马、翘首企盼的春风。 笔者曾参与2019年底的并表监管试点评审,并在此之后与多家券商就并表管理及试点券商的实践进行过交流。《指引》并非简 单将当年的评审规则从试点机构套用到对全行业的并表监管上,而是扩大了并表管理边界,从狭义的以风险为主体的并表管理 拓展为广义的全要素并表管理,从局部试点延展至全面规范。《指引》旨在引导证券公司完善并表管理架构和模式,加强对子 公司及业务条线的"垂直化"管理,更全面、及时、有效地识别并管控风险,从而促 ...
国泰君安安弘六个月定期开放债券型证券投资基金 第五个开放期开放申购、赎回业务的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-07-22 23:17
登录新浪财经APP 搜索【信披】查看更多考评等级 1 公告基本信息 ■ 注:1、国泰君安安弘六个月定期开放债券型证券投资基金(以下简称"本基金")为定期开放基金,根 据基金合同的规定,本基金的封闭期为自基金合同生效之日(含)起或者自每一个开放期结束之日次日 (含)起6个月的期间内,本基金采取封闭运作模式。本基金的第一个封闭期为自基金合同生效日 (含)起,至基金合同生效日后的第6个月度对日的前一日(含)止;后续每个封闭期为自开放期结束 之日次日(含)起,至该开放期结束之日次日的第6个月度对日的前一日(含)止。本基金在封闭期内 不办理申购与赎回业务,也不上市交易。 本基金自每个封闭期结束后第一个工作日(含)起进入开放期,期间可以办理申购与赎回业务。本基金 每个开放期不少于5个工作日并且最长不超过20个工作日,具体时间由基金管理人在每个开放期前依照 《信息披露办法》的有关规定在规定媒介上予以公告。若由于不可抗力或其他原因导致原定开放期起始 日或开放期内不能办理基金的申购与赎回,或依据基金合同需暂停申购或赎回业务,则开放期起始日或 开放期相应顺延,直至满足开放期的时间要求,具体时间以基金管理人届时的公告为准。 2、本 ...
当前时点券商板块推荐逻辑
2025-07-22 14:36
Summary of the Brokerage Sector Conference Call Industry Overview - The brokerage sector is benefiting from a market recovery, with most brokerages reporting a year-on-year growth rate exceeding 40% in recent performance announcements. Some companies, such as Huaxi Securities and Guolian Minsheng, have even reported growth rates exceeding 1,000% [1][2]. Key Points and Arguments - **Catalysts for Future Growth**: - Expected policy releases, inflow of medium to long-term funds, and adjustments in insurance asset assessment systems are identified as potential catalysts for the brokerage sector. A significant influx of funds is anticipated from a 30% allocation of new insurance premiums to A-shares in the second half of the year [3]. - The implementation of stablecoin regulations in Hong Kong on August 1, along with the upgrade of Guotai Junan's international license and the issuance of tokenized securities by GF Securities, may positively impact brokerage operations [1][3]. - **Mergers and Acquisitions**: - The progress of mergers and acquisitions has been slow in the first half of the year, but acceleration is expected in the second half. Increased consolidation among large companies is anticipated to enhance industry competitiveness [5]. - **International Business Growth**: - The Hong Kong market has seen rapid growth in IPOs and trading volumes, benefiting brokerages with significant international business exposure, such as CICC, CITIC Securities, Guotai Junan, Haitong Securities, and Huatai Securities. GF Securities is accelerating its international business development through capital increases, while China Galaxy's expansion in Southeast Asia is showing results [6]. - **Refinancing Trends**: - Several brokerages, including Tianfeng Securities, Nanjing Securities, and Dongwu Securities, have restarted their private placement plans, indicating a gradual easing of refinancing restrictions that had been in place due to a contraction in equity financing over the past few years [7][8]. - **Market Environment and Financing**: - The current market environment is showing signs of loosening in financing conditions, with a requirement for state-owned capital participation of no less than 50%. The overall low valuation of brokerages suggests smoother competition and acquisition logic as the market recovers [8]. Additional Important Insights - **Valuation Discrepancies**: - Hong Kong brokerages are currently undervalued, with companies like Dongfang Securities trading at a price-to-book (PB) ratio of only 0.7 to 0.8. In contrast, A-share brokerages are expected to see an overall increase in valuation, with CICC's Hong Kong PB at approximately 1.3 and A-share PB ranging from 1.5 to 1.6 [11]. - **Recommendations for Investment**: - The report recommends focusing on GF Securities due to its low valuation and significant business improvements, including wealth management and international business expansion. Other notable companies include CITIC Securities, Guotai Junan, and Haitong Securities, which have shown strong performance during ETF fund inflows [9]. - **Outlook on Small and Internet Brokerages**: - Smaller brokerages like China Galaxy have shown high growth rates over the past two years and are worth monitoring. Internet-based companies such as Honghua Tree and Guiding Compass also exhibit significant investment potential [10]. - **Overall Sector Assessment**: - The brokerage sector is currently viewed as undervalued, particularly in the A-share market, with signs of marginal improvement in performance and business operations. The potential catalysts from stablecoin developments and industry restructuring warrant close attention [12].
22日沪锌上涨0.70%,最新持仓变化
Sou Hu Cai Jing· 2025-07-22 10:55
Core Insights - The main point of the article is the performance and positioning of the zinc futures market as of July 22, with a slight increase in the main contract price and notable changes in trading volume and positions among major market participants [1][2]. Trading Performance - As of July 22, the main contract for zinc (沪锌2509) closed with a price increase of 0.70%, with a trading volume of 184,600 contracts, while total trading volume across all contracts was 280,300 contracts, a decrease of 13,270 contracts from the previous day [1]. - The top 20 positions showed a net long position with a difference of 15,208 contracts, indicating a bullish sentiment among major traders [1]. Positioning Analysis - Among the top 20 positions, long positions totaled 157,600 contracts, an increase of 4,036 contracts from the previous day, while short positions totaled 135,700 contracts, a decrease of 2,307 contracts [1]. - The top three long positions were held by 中信期货 (CITIC Futures) with a total of 38,454 contracts, 国泰君安 (Guotai Junan) with 14,554 contracts, and 东证期货 (Dongzheng Futures) with 13,066 contracts [1]. - The top three short positions were also led by 中信期货 (CITIC Futures) with 24,270 contracts, followed by 国泰君安 (Guotai Junan) with 10,603 contracts, and 中泰期货 (Zhongtai Futures) with 8,070 contracts [1]. Changes in Positions - The top three increases in long positions were seen in 东证期货 (Dongzheng Futures) with an increase of 1,409 contracts, 东亚期货 (Dongya Futures) with an increase of 842 contracts, and 海通期货 (Haitong Futures) with an increase of 590 contracts [1]. - Conversely, the top three decreases in long positions were 中泰期货 (Zhongtai Futures) with a decrease of 444 contracts, 广发期货 (Guangfa Futures) with a decrease of 346 contracts, and 方正中期 (Fangzheng Futures) with a decrease of 339 contracts [1]. Summary of Major Players - The overall trading data indicates a shift towards increased long positions among major players, suggesting a bullish outlook in the zinc futures market [1][3].
播恩集团近1年半均亏损 前年上市募3.8亿国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-07-22 06:52
Core Viewpoint - Boen Group (001366.SZ) anticipates a net loss of 13.8 million to 15.3 million yuan for the first half of 2025, compared to a loss of 4.04 million yuan in the same period last year [1] Financial Performance Summary - The expected net profit attributable to shareholders for the first half of 2025 is a loss of 13.8 million to 15.3 million yuan, while the previous year recorded a loss of 4.04 million yuan [1][2] - The net profit after excluding non-recurring gains and losses is projected to be a loss of 14.5 million to 16 million yuan, compared to a loss of 6.11 million yuan in the same period last year [1][2] - For the year 2024, the company reported an operating income of 1.017 billion yuan, a decrease of 29.16% year-on-year [3] - The net profit attributable to shareholders for 2024 was a loss of 28.71 million yuan, down 158.95% from the previous year [3] - The net profit after excluding non-recurring gains and losses for 2024 was a loss of 31.29 million yuan, a decrease of 193.25% year-on-year [3] - The net cash flow from operating activities for 2024 was a loss of 30.85 million yuan, down 167.14% from the previous year [3] Quarterly Performance Summary - In the first quarter of 2025, the company achieved an operating income of 286 million yuan, an increase of 18.94% year-on-year [3] - The net profit attributable to shareholders for Q1 2025 was a loss of 511.73 thousand yuan, compared to a loss of 368.82 thousand yuan in the same period last year [3] - The net profit after excluding non-recurring gains and losses for Q1 2025 was a loss of 561.60 thousand yuan, compared to a loss of 397.95 thousand yuan in the same period last year [3] IPO and Fundraising Information - Boen Group was listed on the Shenzhen Stock Exchange on March 7, 2023, issuing 40.35 million shares at a price of 9.32 yuan per share [4] - The total amount raised was 376.06 million yuan, with a net amount of 319.05 million yuan allocated to various projects including feed production and a research center [4] - The total issuance costs amounted to 57.01 million yuan, with underwriting fees of 31.80 million yuan [4]