证券代码：601555 股票简称：东吴证券 公告编号：2024-061 2024年11月14日，公司完成兑付本期短期融资券本息共计人民币 2,015,813,698.63元。 2024 年 11 月 16 日 2024 年度第九期短期融资券兑付完成的公告 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。 东吴证券股份有限公司（以下简称"公司"）于2024年6月19日 成功发行东吴证券股份有限公司2024年度第九期短期融资券,发行总 额为人民币20亿元，票面利率为1.95%，期限为148天，兑付日期为2024 年11月14日。 特此公告。 东吴证券股份有限公司 东吴证券股份有限公司董事会 ...

证券时报网讯，东吴证券研报指出，中国财险积极主动作为，践行绿色保险创新。 1）公司构建穿透车辆全生命周期、覆盖触客全服务场景的"车+一切"经营新模式，实现从一张保到一辆 车到一个人到一个家庭的全流程风险管理与服务，塑造发展新动能、新模式、新优势。 公司具备两大基础（夯实车险队伍基础、制度基础）+三大能力（精准定价能力、精益运营能力、精进 创新能力）+模式变革（深入落实公司战略、持续推进模式变革）。 下一步公司将用"新产品"更好满足车主需求，以客户为中心；用"新技术"更好顺应产业趋势；用"新模 式"更好服务新能源车产业特征，带动上下游产业协同发展；用"新能力"更好提升新能源车险经营管 理，体现公司在定价、渠道、理赔、风险减量和融合的综合优势。 2）成长的烦恼需要用发展的思维来解决，人保财险已努力实现了新能源家用商业险承保盈利。 公司类比了当家庭自用车刚刚引入后，行业普遍承保亏损，随着市场持续发展，当前已是承保盈利 的"基本盘"。 当前新能源车型遇到的承保压力，将会随着新能源汽车市场进一步发展而趋于稳定，回归常态。 当前公司车龄5年以上的新能源家自车和燃油家自车出险率差异收窄，未来新能源车赔付率有进一步下 降空间 ...

证券时报网讯，东吴证券研报指出，通常而言，随着三季报披露收官，全年业绩预期逐步落地，岁末年 初的市场交易逻辑往往会从景气趋势和业绩改善，转向次年具有确定性的增量逻辑，从而形成年末估值 切换行情。而在历次经济周期拐点前后，由于投资者对于政策的关注度明显提升，年末市场交易会趋向 围绕政策预期展开。一方面，岁末年初处于业绩真空期，同时重大会议密集召开，市场风格本身受政策 影响较大；另一方面，经济亟待破局之际，政策方向的选择与执行节奏更显关键，往往成为市场布局来 年增量的核心焦点。 推演两种情形，第一，风格跷跷板轮动，顺周期板块迎来较10月更明显的超额收益机会；第二，风格更 加均衡，顺周期和科技成长/小市值风格共存。总之，在以上两种情形中，顺周期风格相较于10月中下 旬都将会有更好的表现。 建议关注四大方向：1）化债：存在较多应收账款的建筑、环保行业将有望改善资产质量，估值有望提 升；2）消费：美护、文旅、汽车、零食以及医药板块中带有消费属性的家用医疗器械、中药OTC等领 域；3）地产链：伴随着地产修复，地产强相关的板块如建材、白酒也有望受益；4）低PB：低PB央 企，银行、保险、建筑以及以有色为代表的周期股等，关注 ...

证券代码：601555 股票简称：东吴证券 公告编号：2024-060 东吴证券股份有限公司关于收到 中国证监会对本案已调查完毕，拟依法作出行政处罚。 一、国美通讯非公开发行股票项目 东吴证券为国美通讯 2020 年非公开发行股票提供保荐承销服务，张琦、王 新为签字保荐代表人。 中国证券监督管理委员会行政处罚事先告知书的公告 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。 东吴证券股份有限公司（以下简称"公司"或"东吴证券"）于 2024 年 4 月 16 日收到中国证券监督管理委员会（以下简称"中国证监会"）《立案告知书》 （证监立案字 0382024051 号），具体情况详见《东吴证券股份有限公司关于收到 中国证券监督管理委员会立案告知书的公告》（公告编号：2024-021）。根据《立 案告知书》，因公司涉嫌国美通讯股份有限公司（以下简称"国美通讯"）、吉林 紫鑫药业股份有限公司（以下简称"紫鑫药业"）非公开发行股票保荐业务未勤 勉尽责，2024 年 4 月 8 日，中国证监会决定对公司立案。 2024 年 11 月 8 ...

Core Viewpoint - Jiangsu Lintai New Material Technology Co., Ltd. has been approved for IPO on the Beijing Stock Exchange, marking the 41st company to pass the review in 2024 [1] Company Overview - Lintai New Material specializes in the research, production, and sales of friction plates for automotive automatic transmissions, with main products including wet paper-based friction plates and dual plates [1] - The company’s products are used in mainstream automatic transmissions such as AT, CVT, DCT, DHT, and DET for electric vehicles [1] Shareholding Structure - The controlling shareholder is Liu Jian, who directly holds 8.36 million shares (25.21% of total shares) and indirectly controls an additional 3.22 million shares, totaling 34.93% [2] - Liu Jian and Song Pingping, who are married, collectively control 35.00% of the company’s shares [2] IPO Details - Lintai New Material plans to publicly issue up to 5.85 million shares, with a minimum public shareholder ratio of 25% post-issue [3] - The company aims to raise 116 million yuan for projects including the production of 30 million automotive friction plates and a research center for multi-purpose wet friction plates [3] Review Committee Inquiries - The review committee raised questions regarding the authenticity and sustainability of performance growth, including sales trends and raw material price impacts on profit margins [4] - The company was asked to clarify its market position and the basis for claims regarding its unique status in providing wet paper-based friction plates for passenger vehicles in China [5] - Inquiries were made about the core technology sources for its products and any potential intellectual property disputes [5]

证券代码：601555 证券简称：东吴证券 公告编号：2024-059 东吴证券股份有限公司 关于公司 2024 年度第十三期短期融资券发行结果的公告 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。 东吴证券股份有限公司2024年度第十三期短期融资券已于2024年10月31日发 行，缴款日为2024年11月1日，相关发行情况如下： | 短期融资券名称 | | 东吴证券股份有限公司2024年度第十三期短期融资券 | | | --- | --- | --- | --- | | 短期融资券简称 | 24东吴证券CP013 | 短期融资券期限 | 320天 | | 短期融资券代码 | 072410204 | 发行日期 | 2024年10月31日 | | 起息日期 | 2024年11月1日 | 兑付日期 | 2025年9月17日 | | 计划发行总额 | 20亿元人民币 | 实际发行总额 | 20亿元人民币 | | 发行价格 | 100元/张 | 票面利率 | 2.02% | 本期发行短期融资券的相关文件已在以下网站上刊登： 1、中国货 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 10.78 CNY per share, corresponding to a 1.30x PB for 2024 [3][4]. Core Insights - The company's performance has significantly improved due to a notable enhancement in investment business, which is expected to continue benefiting from the rising demand for services related to new productivity [2][3]. - The company reported revenue and net profit attributable to shareholders of 8.44 billion CNY and 1.83 billion CNY for the first three quarters of 2024, reflecting year-on-year growth of 4.98% and 4.93% respectively [3]. - The average ROE increased by 0.05 percentage points to 4.55% year-on-year [3]. - The investment income for the first three quarters rose by 26.0% to 2.503 billion CNY, primarily due to an expansion in investment scale, with an average financial investment asset size of 97.05 billion CNY, up 20% year-on-year [3]. - The third quarter alone saw investment income of 1.18 billion CNY, a substantial increase of 165.7% year-on-year and 51.9% quarter-on-quarter [3]. - The investment banking business faced challenges, with a 43.4% decline in revenue to 514 million CNY due to a sluggish issuance market [3]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved revenues of 8.44 billion CNY and net profits of 1.83 billion CNY, both showing a year-on-year increase of approximately 5% [3]. - The company has adjusted its EPS forecasts for 2024-2026 to 0.45 CNY, 0.49 CNY, and 0.52 CNY respectively, up from previous estimates [3]. Market Environment - The report highlights that the recent policy measures from the central government have bolstered market confidence, particularly in supporting the development of new productivity [3]. - The company has established a leading position in serving small and medium-sized enterprises, leveraging opportunities in innovative bonds and other financial instruments [3]. Investment Strategy - The report emphasizes the importance of the investment business as a key driver for performance improvement, while the investment banking sector remains under pressure [3][4]. - The anticipated marginal improvement in the issuance market is seen as a potential catalyst for future growth [3].

Financial Performance - The company's operating revenue for Q3 2024 reached ¥3,385,472,758.56, representing a year-on-year increase of 25.49%[3] - Net profit attributable to shareholders for the same period was ¥666,326,494.06, an increase of 86.92% compared to the previous year[3] - The basic earnings per share for Q3 2024 was ¥0.13, reflecting an increase of 85.71% year-on-year[4] - The company reported a total revenue of CNY 42,145,556,177.34 for the period, significantly higher than CNY 30,761,079,692.17 in the previous period, reflecting a growth of approximately 37.5%[14] - Net profit for the first nine months of 2024 is expected to show a positive trend, driven by increased trading volumes and improved market conditions[12] - Net profit for the first three quarters of 2024 was ¥1,836,437,858.95, compared to ¥1,751,103,357.02 in 2023, showing an increase of approximately 4.9%[17] Assets and Liabilities - The total assets of the company at the end of the reporting period amounted to ¥179,076,509,077.87, a growth of 13.70% from the end of the previous year[4] - Total liabilities increased to CNY 138,025,074,649.21 from CNY 117,203,209,371.23, indicating a rise of approximately 17.7%[14] - The total equity attributable to shareholders reached CNY 40,468,670,679.95, compared to CNY 39,714,782,613.18, marking an increase of about 1.9%[14] Cash Flow and Liquidity - The company has maintained a strong liquidity position with customer deposits amounting to CNY 33,878,668,365.77, up from CNY 23,473,304,246.28, indicating a growth of approximately 44.5%[13] - Cash flow from operating activities for the first three quarters of 2024 was ¥23,020,238,802.03, a significant improvement compared to a negative cash flow of -¥21,018,251,418.39 in 2023[19] - The ending balance of cash and cash equivalents as of September 2024 was ¥41.23 billion, up from ¥32.27 billion at the end of September 2023, representing an increase of approximately 27.8%[20] Investment and Income - The company reported an increase in investment income and fair value changes, contributing to the rise in net profit[8] - Investment income rose significantly to ¥2,161,753,552.43, compared to ¥1,888,034,869.25 in 2023, reflecting an increase of approximately 14.4%[15] - The company reported a decrease in net income from investments in associates and joint ventures to ¥68,398,846.34 from ¥115,900,248.34 in 2023, a decline of approximately 41%[17] Operating Expenses - Total operating expenses for the first three quarters of 2024 were ¥6,051,119,925.63, up from ¥5,778,698,764.34 in 2023, indicating an increase of about 4.7%[17] Strategic Plans - The company plans to expand its market presence through strategic partnerships and potential acquisitions in the upcoming quarters[12] - Research and development efforts are focused on enhancing financial technology solutions to improve service delivery and customer experience[12] Shareholder Information - The total number of common shareholders at the end of the reporting period was 103,348, with the largest shareholder holding 24.33% of the shares[9] Other Financial Metrics - Non-recurring gains and losses for the current period totaled -¥5,978,540.88, with significant contributions from government subsidies and asset disposals[6][7] - The risk coverage ratio decreased to 230.48% from 241.82% in the previous year[5] - The liquidity coverage ratio improved to 285.93% compared to 214.25% in the previous year[5]

证券代码：601555 证券简称：东吴证券 公告编号：2024-058 东吴证券股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2024 年 10 月 25 日（星期五）至 10 月 31 日（星期四）16:00 前登 录上证路演中心网站首页点击 " 提问预征集 " 栏目或通过公司邮箱 dwzqdb@dwzq.com.cn 进行提问。公司将在业绩说明会上对投资者普遍关注的问 题进行回答。 东吴证券股份有限公司（以下简称"公司"）将于 2024 年 10 月 30 日发布 公司 2024 年第三季度报告，为便于广大投资者更全面深入地了解公司 2024 年第 三季度经营成果、财务状况，公司计划于 2024 年 11 月 1 日（星期五）下午 15:00- 16:00 举行 2024 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 ...

证券代码：601555 证券简称：东吴证券 公告编号：2024-057 关于公司 2024 年度第十二期短期融资券发行结果的公告 东吴证券股份有限公司董事会 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。 东吴证券股份有限公司2024年度第十二期短期融资券已于2024年10月10日发 行，缴款日为2024年10月11日，相关发行情况如下： 2、上海清算所网站（www.shclearing.com.cn）。 东吴证券股份有限公司 特此公告。 | 短期融资券名称 | | 东吴证券股份有限公司2024年度第十二期短期融资券 | | | --- | --- | --- | --- | | 短期融资券简称 | 24东吴证券CP012 | 短期融资券期限 | 62天 | | 短期融资券代码 | 072410158 | 发行日期 | 2024年10月10日 | | 起息日期 | 2024年10月11日 | 兑付日期 | 2024年12月12日 | | 计划发行总额 | 15亿元人民币 | 实际发行总额 | 15亿元人民币 | | 发行价格 ...