Core Insights - The report highlights that 44 brokerage firms have invested in 351 stocks, with a total holding value exceeding 66 billion yuan as of the end of Q3 [2][3] - High-end manufacturing and technology sectors are identified as popular investment directions for brokerages, reflecting a shift towards structural opportunities in the equity market [2][3] Brokerage Holdings Overview - The top 10 stocks held by brokerages by market value include Muyuan Foods, Guangqi Technology, and Cangge Mining, with holdings exceeding 1 billion yuan for several stocks [3][4] - The distribution of holdings indicates a strong focus on sectors such as machinery, pharmaceuticals, electronics, and basic chemicals, with the highest number of stocks in machinery equipment (35 stocks) and pharmaceuticals (28 stocks) [3][4] Trading Activity - Brokerages have entered 186 new stocks, with notable new positions including Postal Savings Bank and China Foreign Transport, each exceeding 30 million shares [4] - A total of 69 stocks saw increased holdings, particularly in the basic chemicals and transportation sectors, while 61 stocks were reduced, indicating a selective approach to portfolio management [5][4] Self-Operated Business Performance - Self-operated business remains the largest revenue contributor for brokerages, with a reported income of 186.857 billion yuan in the first three quarters, marking a 43.83% year-on-year increase [6][7] - Major brokerages like CITIC Securities and Guotai Junan reported significant growth in self-operated income, driven by a recovering equity market and strategic asset allocation [6][7] Market Trends and Analysis - Analysts note that the active trading environment and increased margin financing have positively impacted brokerage performance, with a significant rise in average daily trading volume [7] - The shift towards equity assets and the reduction in bond investments reflect a broader trend of rebalancing within the brokerage sector [7]

11月21日，中信建投证券股份有限公司（下称"中信建投证券"）将召开2025年第四次临时股东大会，审 议包括中期利润分配、取消监事会及修订公司章程在内的三项重要议案。其中，公司拟每10股派发现金 红利1.65元，合计派息12.8亿元；同时，为落实监管要求，公司计划取消监事会，原监事会职权由董事 会审计委员会承接，标志着公司治理结构迎来重要调整。 中期利润分配：每10股派1.65元 派息率31.82% 根据会议资料，中信建投证券2025年中期利润分配方案显示，公司上半年母公司实现净利润34.67亿 元，截至6月30日母公司期末未分配利润达282.31亿元。综合考虑公司发展与股东回报，本次拟以2025 年6月30日总股本77.57亿股为基数，向全体股东每10股派发现金红利1.65元（含税），合计派息金额 12.80亿元（含税）。 该分配方案占公司2025年上半年合并报表归属于母公司股东净利润（不含永续次级债利息）的 31.82%，剩余未分配利润将结转至以后期间。公告明确，若实施权益分派前总股本发生变动，公司将 维持每股分配比例不变，相应调整分配总额。现金红利以人民币支付，H股股东将按股东大会召开前一 个公历星期央 ...

Core Viewpoint - Industrial and Commercial Bank of China (ICBC) has announced the resumption of the "Ruyi Gold Accumulation" business application, which had been suspended due to macroeconomic policy impacts [2][4]. Group 1: Business Resumption and Policy Impact - ICBC will resume accepting applications for the "Ruyi Gold Accumulation" business starting November 3, 2023, after a temporary suspension due to risk management requirements [2][4]. - China Construction Bank (CCB) also announced the suspension of its "Easy Gold" business, affecting real-time purchases and physical gold exchanges, while existing plans remain unaffected [5]. - The Ministry of Finance and the State Taxation Administration released new tax policies regarding gold, effective from November 1, 2025, which will impact the taxation of gold transactions [6]. Group 2: Price Adjustments and Market Reactions - Chow Tai Fook Jewelry announced price adjustments for certain gold products starting November 3, 2023, due to increased costs from the new tax policies [8]. - On November 3, 2023, A-share gold jewelry concept stocks experienced declines, with notable drops including Chao Hong Ji at a 10% limit down and others like Pengxin Resources and Lao Feng Xiang falling over 3% [8][9]. - In the Hong Kong stock market, gold jewelry stocks also saw significant declines, with Chow Tai Fook dropping 8.67% and Lao Pu Gold down 7.16% [10]. Group 3: Tax Policy Implications - The new tax regulations are expected to have three main impacts: increased costs for non-investment gold jewelry companies due to reduced input tax deductions, advantages for investment gold sales, and potential price increases for consumers purchasing gold jewelry [10].

智通财经APP讯，中信建投证券(06066)发布公告，该公司将于2025年12月30日派发中期股息每10股1.65 元。 ...

中信建投（601066）证券(06066)发布公告，该公司将于2025年12月30日派发中期股息每10股1.65元。 ...

| 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的內容概不負責，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 | | | --- | --- | | 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的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 中信建投証券股份有限公司 | | 股份代號 | 06066 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | (更新)截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年11月3日 | | 公告狀態 | 更新公告 | | 更新/撤回理由 3. 為符合獲取股息分派而遞交股份過戶文件之最後時限； | 更新以下資料： 1. 股東批准日期； 2. 除淨日； 4. 暫停辦理股份過戶登記手續之日期； | | 5. 記錄日期；及 | | | 6. 發行人董事。 | | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 202 ...

（於中華人民共和國註冊成立的股份有限公司） （股份代號：6066） 2025年第四次臨時股東大會適用的代表委任表格 （H股股東適用） 與本代表委任表格有關的股份數目 （附註1） 本人╱吾等（ 附註2 ） 地址為 為中信建投証券股份有限公司（「本公司」）股本中每股面值人民幣1.00元之 股H股（ 作為本人╱吾等代表，並代表本人╱吾等出席本公司於2025年11月21日（星期五）下午2時30分在中國北京市朝陽區景輝街16號院 1號樓泰康集團大廈13層會議室舉行的2025年第四次臨時股東大會（「臨時股東大會」）或其任何續會，並按下文所指示就臨時股東 大會通告所載決議案投票，或倘無作出指示，則由作為本人╱吾等的代表酌情投票。 | | 附註A ） 普通決議案（非累積投票）（ | 附註5 ） 同意（ | 附註5 ） 反對（ | 附註5 ） 棄權（ | | --- | --- | --- | --- | --- | | 1 | 審議及批准2025年中期利潤分配方案 | | | | | | 附註A ） 特別決議案（非累積投票）（ | 附註5 ） 同意（ | 附註5 ） 反對（ | 附註5 ） 棄權（ | | 2 | 審議及批准 ...

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通告的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不對因本通告全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6066） 2025年第四次臨時股東大會通告 茲通告：中信建投証券股份有限公司（「本公司」）謹定於2025年11月21日（星期五）下 午2時30分在中國北京市朝陽區景輝街16號院1號樓泰康集團大廈13層會議室召開2025 年第四次臨時股東大會（「臨時股東大會」），以考慮並酌情通過以下決議案。除非另有 所指，否則本通告所用詞彙與本公司日期為2025年11月3日的通函所界定者具有相同 含義。 作為普通決議案 1. 審議及批准2025年中期利潤分配方案。 2. 審議及批准不再設置監事會及相關事項； 3. 審議及批准修訂公司章程及股東大會議事規則與董事會議事規則。 作為特別決議案 上述議案已分別於2025年8月28日、10月30日經董事會、監事會審議通過，現提呈股 東於臨時股東大會審議批准。 承董事會命 中信建投証券股份有限公司 董事長 劉成 中國北京 2 ...

此乃要件 請即處理 如 閣下對本通函任何方面或應採取的行動有任何疑問，應諮詢 閣下的股票經紀或其他註冊證券商、銀 行經理、律師、專業會計師或其他專業顧問。 如 閣下已出售或轉讓名下所有中信建投証券股份有限公司股份，應立即將本通函連同所附代表委任表格 交給買主或承讓人，或送交經手買賣或轉讓的銀行、股票經紀或其他代理商，以便轉交買主或承讓人。 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通函的內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本通函全部或任何部分內容而產生或因依賴該等內容而引致的任何 損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6066） (1) 2025年中期利潤分配方案 (2) 不再設置監事會及相關事項 (3) 修訂公司章程及股東大會議事規則與董事會議事規則 及 2025年第四次臨時股東大會通告 董事會函件載於本通函第3頁至162頁。關於召開臨時股東大會的通告，請參閱本通函第163頁至165頁。 如股東擬委任受委代表出席臨時股東大會，務請按照受委代表委任表格印列的指示填妥及交回代表委任表 格。 對於H股股東，務請盡快將代表委任表格連同 ...

Core Insights - As of the end of Q3 2025, 44 brokerage firms appeared in the top ten shareholders of 361 listed companies, with a total holding value of 66.623 billion yuan [1][2] - The brokerage firms' holdings are primarily concentrated in the hardware equipment and chemical industries, with 41 and 33 stocks respectively [2] - A total of 118 A-shares have a holding value exceeding 100 million yuan from brokerages, with CITIC Jiantou holding the highest value in Muyuan Foods at 1.984 billion yuan [2] Brokerage Holdings Overview - The total number of shares held by brokerages reached 5.195 billion, corresponding to a market value of 66.623 billion yuan [2] - The top brokerage firms by number of holdings include Huatai Securities (50 companies), CITIC Securities (39), and Guosen Securities (36) [5] - The self-operated business revenue of brokerages accounted for over 44% of total revenue, with a total of 186.857 billion yuan generated in the first three quarters [5] New Investments and Increases - In Q3, brokerages entered the top ten shareholders of 206 new stocks, mainly in the non-ferrous metals, pharmaceutical, hardware equipment, and chemical industries [3] - Notable new investments include Guotai Junan's 727 million yuan stake in Postal Savings Bank and CITIC Jiantou's 352 million yuan stake in Shenhuo Co [3] - A total of 63 stocks saw increased holdings from brokerages, with Dongfang Securities increasing its stake in Inner Mongolia Electric Power by 88 million yuan [3] Reductions in Holdings - Some brokerages reduced their holdings in certain stocks, such as CITIC Jiantou's reduction in Xin Nuo Wei and Shenwan Hongyuan's reduction in Hongda Shares [4] - Despite reductions, the market value of some holdings increased due to stock price appreciation, as seen with Shenwan Hongyuan's holdings in Guangqi Technology and Cangge Mining [4]