Zheshang Securities(601878)
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两融业务火热 又有券商大幅“提额” 两融余额突破2.4万亿元
Zhong Guo Ji Jin Bao· 2025-09-25 00:21
Group 1 - Zhejiang Securities has increased its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [1][4] - The company reported a financing margin balance of 23.785 billion yuan as of the end of the first half of 2025, a slight decrease of 0.48 million yuan or 0.20% compared to the end of 2024, which is slightly below the market average [4][6] - The average maintenance guarantee ratio for clients with liabilities in financing and margin trading at Zhejiang Securities is 280.87%, indicating that the overall risk of the financing and margin trading business is controllable [4] Group 2 - The total balance of margin financing in the A-share market has reached 24,167.88 billion yuan as of September 23, 2025, with a financing balance of 24,000.41 billion yuan and a securities lending balance of 167.47 billion yuan [6][7] - The A-share market's trading activity has significantly increased, with a total transaction amount of 162.66 trillion yuan in the first half of 2025, a year-on-year increase of 61.14% [6] - Several securities firms, including Huayin Securities and Industrial Securities, have raised their credit business scale limits this year, reflecting a strong emphasis on margin financing and credit business [5][6]
浙商证券将融资类业务规模提高至500亿元
Zhong Guo Ji Jin Bao· 2025-09-24 15:18
Group 1 - Zhejiang Securities announced an increase in its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [2][5][6] - The company reported a financing margin balance of 23.785 billion yuan as of mid-2025, a slight decrease of 0.48 million yuan or 0.20% compared to the end of 2024, which is slightly below the market average [5][6] - The market share of Zhejiang Securities in the financing margin business increased to 1.29% [6] Group 2 - The A-share market's margin trading balance has been rising, with a total balance of 24,167.88 billion yuan as of September 23, 2025, including a financing balance of 24,000.41 billion yuan [7] - Several securities firms, including Huayin Securities and Industrial Securities, have also raised their credit business scale limits, indicating a strong focus on margin trading and credit business [6][7] - The total transaction volume in the A-share market reached 162.66 trillion yuan in the first half of 2025, a year-on-year increase of 61.14% [7]
两融业务火热,又有券商大幅“提额”
Zhong Guo Ji Jin Bao· 2025-09-24 15:16
Group 1 - Zhejiang Securities has increased its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [3][5] - As of the end of the first half of 2025, Zhejiang Securities reported a margin trading and securities lending balance of 23.785 billion yuan, a slight decrease of 0.20% compared to the end of 2024, with a market share of 1.29% [5][6] - Other securities firms, such as Huayin Securities and Industrial Securities, have also raised their credit business scale limits, indicating a broader trend in the industry [6][7] Group 2 - The total margin trading and securities lending balance in the A-share market has reached 24.167 billion yuan as of September 23, 2025, with a year-on-year growth of 24.95% [7][8] - The A-share market's trading activity has significantly increased, with a total transaction amount of 162.66 trillion yuan in the first half of 2025, reflecting a year-on-year growth of 61.14% [7] - Securities firms are focusing on expanding their margin trading customer base and market share through optimized mechanisms and differentiated marketing strategies [9]
两融业务火热,又有券商大幅“提额”
中国基金报· 2025-09-24 15:12
【 导读 】浙商证券将融资类业务规模提高至500亿元 中国基金报记者 孙越 9月24日,浙商证券发布公告称,为促进信用业务发展及做好融资类业务规模管控, 董事会同意调增融资类业务规模指标,由400亿元提 高至500亿元。 两融余额突破2.4万亿元 今年以来,A股市场两融余额不断攀升。在此背景下,多家券商上调公司信用业务规模上限,以释放更多资金额度,在两融业务布局方面展 现出积极姿态。 浙商证券提升融资类业务规模 9月24日晚间,浙商证券公告,经公司第四届董事会第三十次会议审议通过的《2025年浙商证券风险偏好、风险容忍度及重大风险限额指 标》议案中,设定融资类业务规模指标限额为≤400亿元。为促进信用业务发展及做好融资类业务规模管控,董事会同意调增融资类业务规 模,将融资类业务规模由400亿元提高至500亿元。 浙商证券在2025年半年报中披露,公司持续加强信用业务人才队伍建设,拓展融资融券客户来源渠道;深化存量客户精细化运营,提升客 户活跃度。截至上半年末,公司融资融券余额为237.85亿元,较2024年末减少0.48亿元,下降幅度为0.20%,略低于市场平均水平,公 司融资融券业务规模市场份额提升至1.2 ...
浙商证券:董事会同意调增融资类业务规模至500亿元
Xin Lang Cai Jing· 2025-09-24 10:20
浙商证券9月24日晚间公告,董事会会议审议通过《关于申请调增融资类业务规模指标风险限额的议 案》。为促进信用业务发展及做好融资类业务规模管控,董事会同意调增融资类业务规模,将融资类业 务规模由400亿元提高至500亿元。 ...
浙商证券:9月23日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-09-24 10:04
Group 1 - Zhejiang Securities announced the convening of its 35th board meeting on September 23, 2025, via remote voting to review the executive compensation plan for 2024 [1] - For the first half of 2025, the revenue composition of Zhejiang Securities was as follows: futures business accounted for 44.83%, securities brokerage business for 34.81%, investment business for 15.1%, investment banking business for 4.44%, and asset management business for 3.28% [1] - As of the report date, the market capitalization of Zhejiang Securities was 52 billion yuan [1] Group 2 - On the anniversary of September 24, the total market capitalization of A-shares exceeded 116 trillion yuan, indicating significant changes in the Chinese capital market [1]
浙商证券(601878) - 浙商证券股份有限公司第四届董事会第三十五次会议决议公告
2025-09-24 10:00
一、审议通过《关于 2024 年度高管薪酬核定方案的议案》 表决结果:9 票同意,0 票反对,0 票弃权。 浙商证券股份有限公司 第四届董事会第三十五次会议决议公告 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个别及连带责任。 浙商证券股份有限公司(以下简称"浙商证券"或"公司")第四届董事会 第三十五次会议于 2025 年 9 月 16 日以书面方式通知全体董事,于 2025 年 9 月 23 日以通讯表决方式召开。会议应表决董事 9 人,实际表决董事 9 人。 会议的召开符合《公司法》和《公司章程》规定。 经审议,作出决议如下: 证券代码:601878 证券简称:浙商证券 公告编号:2025-054 公司董事会提名与薪酬委员会对本议案进行了预先审阅。 二、审议通过《关于申请调增融资类业务规模指标风险限额的议案》 经公司第四届董事会第三十次会议审议通过的《2025 年浙商证券风险偏好、 风险容忍度及重大风险限额指标》议案中,设定融资类业务规模指标限额为≤400 亿元。为促进信用业务发展及做好融资类业务规模管控,董事会同意调增融资类 ...
源杰科技股价跌5.24%,浙商证券资管旗下1只基金重仓,持有8773股浮亏损失17.86万元
Xin Lang Cai Jing· 2025-09-24 02:02
浙商汇金转型成长(000935)成立日期2014年12月30日,最新规模3898.75万。今年以来收益39.73%, 同类排名1789/8173;近一年收益66.98%,同类排名1891/7996;成立以来收益34.97%。 浙商汇金转型成长(000935)基金经理为马斌博。 截至发稿,马斌博累计任职时间7年274天,现任基金资产总规模3897.17万元,任职期间最佳基金回报 78.16%, 任职期间最差基金回报-43.63%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 9月24日,源杰科技跌5.24%,截至发稿,报367.82元/股,成交3.83亿元,换手率1.70%,总市值316.13 亿元。 资料显示,陕西源杰半导体科技股份有限公司位于陕西省西咸新区沣西新城开元路1265号,成立日期 2013年1月28日,上市日期2022年12月21日,公司主营业务涉及光芯片的研发、设计、生产与销售。主 营业务收入构成为:数据中心类及其他51.04%,电信 ...
长川科技股价涨9.99%,浙商证券资管旗下1只基金重仓,持有4.54万股浮盈赚取36.41万元
Xin Lang Cai Jing· 2025-09-24 01:47
Group 1 - The core point of the news is that Changchuan Technology's stock price increased by 9.99%, reaching 88.29 CNY per share, with a trading volume of 3.132 billion CNY and a turnover rate of 7.35%, resulting in a total market capitalization of 55.664 billion CNY [1] - Changchuan Technology, established on April 10, 2008, and listed on April 17, 2017, is based in Hangzhou, Zhejiang Province, and specializes in the research, production, and sales of integrated circuit equipment [1] - The company's main business revenue composition includes testing machines (57.68%), sorting machines (32.73%), and other products (9.59%) [1] Group 2 - From the perspective of fund holdings, one fund under Zheshang Securities Asset Management has a significant position in Changchuan Technology [2] - The Zheshang Zhijiang Phoenix ETF (512190) reduced its holdings by 31,100 shares in the second quarter, now holding 45,400 shares, which accounts for 3.48% of the fund's net value, ranking as the eighth largest holding [2] - The Zheshang Zhijiang Phoenix ETF has a total scale of 58.662 million CNY and has achieved a return of 29.83% this year, ranking 1623 out of 4220 in its category [2]
浙商证券对绿康生化重大资产出售问询函回复:聚焦光伏胶膜业务,剖析交易合理性
Xin Lang Cai Jing· 2025-09-23 13:35
Core Viewpoint - Zhejiang Securities acts as an independent financial advisor for the major asset sale of Green Kang Biochemical Co., Ltd, responding to inquiries from the Shenzhen Stock Exchange regarding the transaction's details and implications [1]. Group 1: Transaction Overview - Green Kang Biochemical plans to sell 100% equity of three subsidiaries, including Green Kang (Yushan) Film Materials Co., Ltd, Green Kang (Haining) Film Materials Co., Ltd, and Green Kang New Energy (Shanghai) Import and Export Trade Co., Ltd, to Jiangxi Raoxin New Energy Materials Co., Ltd for a cash price of 0 yuan [1]. - As of December 31, 2024, the total book value of the three subsidiaries is -100.05 million yuan, with an assessed value of -18.74 million yuan, resulting in an appreciation rate of 81.27% [1]. Group 2: Financial Analysis - The subsidiaries are experiencing negative gross margins due to changes in supply and demand in the photovoltaic industry, leading to indications of long-term asset impairment [2]. - Revenue forecasts for Green Kang Yushan were adjusted from an original projection of 276.93 million yuan in 2025 to 819.99 million yuan due to declining product prices and insufficient financial support [2]. - The assessment method for Green Kang Haining and Green Kang New Energy was based solely on the asset-based approach due to their operational status, aligning with industry practices [2]. Group 3: Historical Context - In January 2023, Green Kang Biochemical acquired 100% equity of Green Kang Yushan amid a booming photovoltaic industry, establishing a dual business model of veterinary products and photovoltaic film products [3]. - Subsequent capital increases of 70 million yuan in June 2023 and 150 million yuan in December 2024 were aimed at supporting operational needs and improving financial conditions [3]. - The verification by Zhejiang Securities supports the rationality and compliance of the major asset sale, safeguarding the interests of the listed company and minority shareholders [3].