行业监管新规计划于2026年实施，要求金融租赁公司年度新增直租业务占比不低于50%，旨在推动行业 回归"融物"本源，可能对业务结构产生影响。 股票近期走势 2026年2月5日，江苏金租股价上涨3.85%，报收6.47元，创下历史新高，总市值达374.73亿元。当日成 交额2.45亿元，换手率0.66%，显示市场关注度提升。 政策监管 经济观察网江苏金租（600901）近期发生高管变动，股价创下历史新高，同时面临新的行业监管要求。 公司2025年三季度业绩保持增长，资产质量稳定。 高管变动 2026年2月3日，公司董事会审议通过聘任江勇为总经理的议案，其任职尚需金融监管部门核准，核准后 将兼任首席合规官。江勇自2010年加入公司，从基层岗位逐步晋升，此次变动被视为公司管理团队年轻 化的标志。 监管情况 2026年1月29日，国家金融监督管理总局江苏监管局因公司售后回租业务存在租前调查不尽职等问题， 对江苏金租处以165万元罚款，并对相关责任人给予警告和罚款。 以上内容基于公开资料整理，不构成投资建议。 此外，公司2025年三季度财务数据显示营业收入46.38亿元(同比增长17.15%)，净利润24.46亿元(同 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7] Core Insights - The non-bank financial sector has shown weak overall performance this week, with a recommendation to seize allocation opportunities in the brokerage sector as market trading has slightly declined but remains at historical highs. In the insurance sector, the long-term outlook is optimistic due to improved return on equity (ROE) and valuation recovery potential, suggesting a positive allocation strategy for insurance stocks [2][4] - The report continues to recommend stable dividend-paying stocks such as Jiangsu Jinzhong, China Ping An, and China Pacific Insurance, which exhibit strong profitability and market positions. Additionally, it highlights companies like New China Life, China Life, Hong Kong Stock Exchange, CITIC Securities, Dongfang Caifu, Tonghuashun, and Jiufang Zhitu Holdings based on performance elasticity and valuation [4] Summary by Sections Market Performance - The non-bank financial index decreased by 0.6% this week, with an excess return of +0.7% relative to the CSI 300, ranking 20th out of 31 sectors. Year-to-date, the non-bank financial index is down 1.1%, with an excess return of -1.4% compared to the CSI 300, ranking 29th out of 31 [5] - The average daily trading volume in the two markets was 24,066.54 billion yuan, down 21.43% week-on-week, with a daily turnover rate of 2.36%, down 60.83 basis points [5][35] Insurance Sector Insights - In December 2025, the cumulative insurance premium income reached 61,194 billion yuan, reflecting a year-on-year increase of 7.43%. Life insurance premiums increased by 8.91%, while property insurance premiums rose by 3.92% [20][21] - The total assets of insurance companies reached 41.31 trillion yuan, with life insurance companies holding 36.39 trillion yuan, representing 88.09% of the total [25][26] Brokerage and Investment Business - The brokerage business is experiencing a gradual recovery in profitability, with the average daily trading volume exceeding the 2025 average. The report notes that the commission fee rates are stabilizing, which is expected to support the profitability of the brokerage sector [35][41] - In January 2026, the equity financing scale rebounded to 134.86 billion yuan, up 103.4% month-on-month, while bond financing decreased by 15.6% [45] Asset Management and Fund Issuance - The report indicates a recovery in the issuance of collective asset management products, with January 2026 seeing a new issuance of 9.104 billion units, up 40.1% from the previous month. The new fund issuance also increased to 1,094.51 billion units, reflecting a 41.3% month-on-month rise [47][49]

Investment Rating - The report maintains a positive outlook on the non-bank financial sector, indicating an "Overweight" rating for the industry [4][48]. Core Insights - The report highlights a significant increase in new account openings, with 4.9158 million new accounts in January 2026, representing a year-over-year increase of 213% and a quarter-over-quarter increase of 89% [4]. - The report emphasizes the ongoing shift of funds from traditional banks to capital markets and non-bank financial institutions, driven by the expiration of 70 trillion yuan in one-year or longer deposits and a decline in net interest margins [4]. - The report discusses the need for China's financial sector to transition from being large to strong, focusing on mergers and acquisitions as a core growth engine for brokerages [4]. - The report notes that the international business landscape for brokerages is expanding due to the deepening process of RMB internationalization and the demand for cross-border wealth management and investment banking services [4]. - The report mentions that Ping An Group has increased its stake in China Life (H) multiple times, reflecting a strong confidence in the insurance sector [4][12]. Summary by Sections Market Review - The Shanghai Composite Index closed at 4,643.60 with a decline of 1.33%, while the non-bank index closed at 2,030.92 with a decline of 0.60% [8]. - The brokerage, insurance, and diversified financial indices reported declines of 0.65%, 0.71%, and an increase of 0.43%, respectively [8]. Non-Bank Industry News and Key Announcements - The report outlines regulatory updates regarding virtual currencies and asset tokenization, indicating a tightening of oversight in these areas [10]. - Ping An Group's recent acquisitions of shares in China Life (H) are detailed, showcasing a strategic investment approach [12]. - Huatai Securities plans to issue 10 billion HKD in zero-coupon convertible bonds to support overseas business development [14]. Investment Analysis Recommendations - The report suggests focusing on brokerages with strong comprehensive capabilities, recommending stocks such as Guotai Junan A+H, GF Securities A+H, and CITIC Securities A+H [4]. - For insurance, the report recommends China Life (H), New China Life, Ping An, China Pacific Insurance, and China Property & Casualty Insurance, highlighting the systemic value reassessment opportunities in the insurance sector [4].

1月金融合规月报。当月，金融机构罚单数量同比大增，但罚没金额同比减少。金融机构共收到1438张罚单，同比大增54.13%，合计被罚没2.93亿元，同比 减少20.16%。 1、1月不同类型金融机构处罚情况 从不同监管机构处罚来看，1月金融监管总局开1253张罚单，同比增加83.19%，合计罚没金额2.19亿元，同比增幅15.87%，相比去年同期处罚力度有所上 升。 央行处罚力度则同比有所下降，1月开113张罚单，同比减少38.59%。证监会开64张罚单，同比增18.52%。 从不同类型金融机构处罚来看，银行收到830张罚单，同比增加41.88%，合计被罚没2.14亿元，同比减少25.95%。保险行业收到532张罚单，同比增加 84.08%，合计罚没金额则略减少。 券商1月收到12张罚单，期货公司收到9张罚单。私募罚单数量不少，收到44张罚单。 二、1月大额罚单 | 被罚对象 | 河及金额 | 处理机构 | 违规事项明 | | --- | --- | --- | --- | | | (万元) | | 细 | | 上海日赢股权投资基金有限公 | 1400.00 | 上海证监局 | 未按合同约 | | la | | ...

Core Viewpoint - Jiang Financial Leasing Co., Ltd. has appointed Mr. Jiang Yong as the new General Manager, pending regulatory approval for his qualifications [1][2] Group 1: Appointment Details - Mr. Jiang Yong's term as General Manager will align with the current board's term, and he will no longer serve as the Deputy General Manager [1][2] - Upon receiving regulatory approval, Mr. Jiang will also take on the role of Chief Compliance Officer [1][2] Group 2: Background of Mr. Jiang Yong - Mr. Jiang Yong was born in October 1985 and is a member of the Communist Party of China, holding a master's degree [1][2] - His career at Jiang Financial Leasing includes roles such as Client Manager and Senior Client Manager from June 2010 to March 2018, Deputy General Manager of the Emerging Industries Division from March 2018 to February 2021, and General Manager of the Clean Energy Division from February 2021 to February 2024 [1][2] - He has also served as Market Supervisor from November 2022 to June 2023, and since June 2023, he has been a Director, Party Committee Member, Deputy General Manager, and Secretary of the Board [1][2]

格隆汇2月5日丨江苏金租(600901.SH)涨3.85%，报6.470元，股价创历史新高，总市值374.73亿元。 ...

证券代码：600901 证券简称：江苏金租 公告编号：2026-005 江苏金融租赁股份有限公司 第四届董事会第十五次会议决议公告 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。 江苏金融租赁股份有限公司（以下简称"公司"）第四届董事会第 十五次会议的通知于 2026 年 1 月 27 日以书面形式发出。本次会议于 2026 年 2 月 3 日以现场会议的方式在公司召开。会议应出席董事 12 人， 实际出席董事 12 人。因张永飞先生的职工董事任职资格还需金融监管 部门核准，本次会议有表决权董事 11 人。会议由董事长周柏青先生主 持。本次会议的召集召开程序符合《公司法》《公司章程》及《董事会 议事规则》等有关规定。本次会议审议通过了以下议案： 一、审议《关于聘任高级管理人员的议案》 同意聘任江勇先生为公司总经理,任期与第四届董事会任期一致； 同时江勇先生不再担任公司副总经理职务。江勇先生的总经理任职资质 尚需金融监管部门核准，待核准后由其兼任公司首席合规官。 表决结果：同意【 11 】票，反对【 0 】票，弃权【 0 】票 ...

资料显示，江苏金融租赁股份有限公司位于江苏省南京市建邺区嘉陵江东街99号金融城1号楼8-9、11- 19、25-33层，成立日期1988年4月23日，上市日期2018年3月1日，公司主营业务涉及融资租赁业务。主 营业务收入构成为：基础设施21.29%，交通运输20.28%，能源环保19.20%，医疗教育9.81%，工业装备 6.96%，公用事业6.46%，文化旅游4.69%，农业机械4.61%，工程机械4.07%，信息科技2.60%，其他 0.02%。 2月2日，江苏金租跌3.14%，成交额3.13亿元。两融数据显示，当日江苏金租获融资买入额1973.33万 元，融资偿还2008.41万元，融资净买入-35.09万元。截至2月2日，江苏金租融资融券余额合计1.76亿 元。 融资方面，江苏金租当日融资买入1973.33万元。当前融资余额1.74亿元，占流通市值的0.49%，融资余 额低于近一年10%分位水平，处于低位。 融券方面，江苏金租2月2日融券偿还2.34万股，融券卖出1.76万股，按当日收盘价计算，卖出金额10.86 万元；融券余量25.52万股，融券余额157.46万元，低于近一年20%分位水平，处于 ...

新年伊始，万象更新。在苏北大地，一场金融服务实体经济的"春季行情"正火热展开。清晨，盱眙 农商银行马坝支行客户经理杨帆带着一份清单，开始了一天的走访。清单上详细列明了辖区内种植养殖 大户、个体工商户的信息。这是盱眙农商银行在春节期间推行的"清单化管理+网格化深耕"营销模式的 一个缩影。 "以前走访像大海捞针，现在有了清单，目标明确，效率高多了。"杨帆说。截至1月中旬，盱眙农 商银行马坝支行已交出一份亮眼答卷：贷款余额达8.29亿元，较2026年初增加5570万元。这份成绩的背 后，是盱眙农商银行将金融服务深度融入基层治理的"网格化"实践。该行创新"政务网格"走访机制，将 56名金融助理嵌入全县138个政务网格，与网格员结对，形成"格格有助理、村村有服务"的格局。今年 以来，通过这一模式已为网格内820名居民新增授信1.6亿元。 开栏的话 梅绽春近，岁物皆新。2026年是"十五五"开局之年。伴随一年一度的"新春走基层"栏目再度启程， 《金融时报》记者深入田间地头、街道社区、工厂车间，捕捉时代脉动，挖掘展现发展新貌的鲜活故事 与典型人物，力图以"小切口"呈现中国式现代化建设的生动实践，敬请期待。 春节将至，年味渐 ...

Core Viewpoint - The diversified financial sector experienced a slight increase of 0.42% on January 29, with Jiangsu Jinzu leading the gains. The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Stock Performance - Jiangsu Jinzu (600901) closed at 6.34, up 2.26%, with a trading volume of 455,400 shares and a transaction value of 287 million yuan [1]. - Zhongyou Capital (000617) closed at 9.19, up 2.11%, with a trading volume of 1,092,200 shares and a transaction value of 25.66 million yuan [1]. - Bohai Leasing (000415) closed at 4.57, up 1.56%, with a trading volume of 965,700 shares and a transaction value of 441 million yuan [1]. - Other notable stocks include Lakala (300773) at 27.46, up 1.52%, and Yuexiu Capital (000987) at 10.50, up 0.96% [1]. Group 2: Capital Flow - The diversified financial sector saw a net outflow of 129 million yuan from institutional investors, while retail investors had a net inflow of 183 million yuan [2]. - Major stocks like Zhongyou Capital experienced a net inflow of 65.69 million yuan from institutional investors, while retail investors had a net outflow of 78.99 million yuan [3]. - Bohai Leasing had a net inflow of 51.87 million yuan from institutional investors, with retail investors also showing a net outflow of 28.71 million yuan [3].