券商中国记者今日获悉，东北证券首席经济学家付鹏因身体原因，已从东北证券离职，不再担任东北证券任何职 务。 公开信息显示，付鹏自2020年2月21日起，出任东北证券首席经济学家职务。目前，中国证券业协会网站从业人员平 台已无付鹏信息，仅有其他券商一名同名之人。 "目前暂时没有下一站的考虑，刚做完手术，先恢复身体。"付鹏向券商中国记者表示。 资料显示，付鹏拥有横跨国际与国内金融市场的复合型经历，他于2004年加入雷曼兄弟，后又任职于伦敦所罗门国 际投资集团。回国后曾任中期集团首席宏观策略分析师、银河期货研究中心副主任等职，在宏观策略、资产配置等 领域具有较高影响力。 据悉，去年11月，付鹏因在朋友圈"炮轰"汇丰造谣相关情况，引发市场关注。其在微信朋友圈中发文表示，一场由 汇丰主办的活动因汇丰自身方面原因取消，但相关工作人员却向客户造谣，称活动被取消的原因是，"因付鹏被监管 约谈。"对此，付鹏表达了强烈不满。彼时，东北证券相关负责人也回应称，"付鹏近期并没有被监管约谈的情况。" 2025年第一季度，东北证券营业总收入14.85亿元，同比增长25.94%；归属于上市公司股东的净利润2.02亿元，同比 增长859.84 ...

智通财经4月30日电，记者今日获悉，东北证券首席经济学家付鹏因身体原因，已从公司离职，不再担 任东北证券任何职务。（智通财经记者 林坚） 付鹏因身体原因辞任东北证券首席经济学家 ...

智通财经4月30日电，记者从业内人士处独家获悉，东北证券首席经济学家付鹏或已从公司离职。对 此，蓝鲸新闻记者多次致电付鹏本人予以求证，但截至发稿并未接通。东北证券方面也暂未作出回复。 目前，中证协官网从业人员信息中目前已无付鹏执业信息，仅有一位重名的从业人员。 (蓝鲸新闻) 东北证券首席经济学家付鹏或已离职 ...

Group 1 - The A-share market showed narrow consolidation with trading volume shrinking to 1.07 trillion yuan, indicating a pre-holiday effect [1] - As of April 27, 15 listed securities firms reported their Q1 performance, with 4 firms achieving a net profit increase of over 100%, and Northeast Securities' net profit surged over 800% [3] - The average daily trading volume for Q1 2025 reached 15,198 billion yuan, a 70% year-on-year increase, driven by brokerage business and proprietary investments [3] Group 2 - The macroeconomic environment is improving, with Q1 2025 GDP reaching 31.88 trillion yuan, a 5.4% year-on-year growth, supporting market sentiment [8][9] - The CPI in March decreased by 0.1%, indicating a narrowing decline, which positively impacts consumer spending [10] - The monetary policy is set to be "moderately loose," with expectations for potential interest rate cuts, which could enhance market liquidity and activity [11] Group 3 - The securities sector's performance is expected to continue improving, with a projected revenue and net profit growth of 8.27% and 11.13% respectively for 2026 [13] - The current price-to-book ratio of the securities ETF leader is 1.38x, indicating strong value for investment [13] - The securities sector is seen as a core beneficiary of improved market conditions, with a robust safety margin in valuations [15]

Group 1: Business Performance - In 2024, the company achieved operating revenue of 6.505 billion yuan, a year-on-year increase of 0.46% [3] - The net profit attributable to shareholders was 874 million yuan, reflecting a year-on-year growth of 30.70% [4] - The company's wealth management business saw a customer scale increase of 12.03% and AB stock trading volume rose by 36.24% year-on-year [2] Group 2: Strategic Initiatives - The company is focusing on a comprehensive wealth management service system, enhancing customer experience through a four-step service method [2] - The "Three One Five Three" strategy aims to optimize customer structure, regional resource layout, and business segments while promoting digital transformation [7] - The company is committed to serving small and medium-sized innovative enterprises, maintaining a top 10 position in the North Exchange [2] Group 3: Market Position and Competition - The company is positioned as a comprehensive securities firm with a focus on high-quality development and risk management [5] - In 2024, the overall industry saw a net profit of 167.257 billion yuan, with a year-on-year growth of 21.35%, while the company outperformed this with a 30.70% increase [12] - The company is actively exploring AI applications to enhance service efficiency and decision-making processes [8] Group 4: Future Outlook - The company plans to continue optimizing asset allocation and developing capital intermediary businesses to improve return on equity (ROE) [6] - The bond market is expected to grow, with the company focusing on urban investment and industry enterprises for bond underwriting [19] - The company aims to maintain steady growth in the Northeast region, driven primarily by its wealth management business [21]

Core Insights - The article discusses a fraudulent investment scheme led by Li Dongfang, who presented himself as an "investment mentor" and misled many investors into believing they could achieve financial freedom through his guidance [1][4][6] - Li's "Northeast Academy" was portrayed as a haven for investors, but it was actually a well-constructed trap designed to exploit people's desire for wealth [4][5] Summary by Sections Background: The Allure of Wealth - In a rapidly developing economy, the desire for wealth remains strong, and Li Dongfang capitalized on this by promising "financial freedom" to attract numerous investors [1] The Truth Behind the Scam - Li's "Northeast Academy" was not the investment paradise he claimed; it was a meticulously crafted scam involving fake performance reports and fabricated investment cases [4] The Harsh Reality of the Wealth Trap - Investors, filled with hope, unknowingly entered a trap where promised high returns turned into illusions, leading to significant financial losses [5] Unveiling the Deception - The success of Li's scam was largely due to his exploitation of people's yearning for wealth and their lack of professional knowledge, as he offered seemingly expert investment guidance through designed courses and lectures [6] Conclusion: Caution Against Wealth Traps - Li's stock recommendation scam not only caused financial loss for many but also instilled deep skepticism towards investing, highlighting the need for vigilance against fraudulent schemes [7] Final Thoughts: Rational Investment - In a tempting environment, it is crucial to remain rational and not be swayed by false promises, emphasizing the importance of legal and compliant investment channels for genuine wealth growth [8]

Investment Rating - The report maintains an "Overweight" rating for the banking sector [6] Core Viewpoints - The banking sector is expected to benefit from policy catalysts aimed at stabilizing the economy, with a focus on real estate, consumer spending, and social welfare [3] - The report highlights that personal non-performing loans (NPLs) are a significant concern, with a notable increase in the disposal of personal loans, particularly consumer loans [2][3] Summary by Sections 1. NPL Transfer Statistics for Q1 2025 - The total NPL transfer listing scale reached 74.27 billion yuan, a year-on-year increase of 190.5%, with actual transaction volume at 48.3 billion yuan, up 138.8% year-on-year [1] - Joint-stock banks were the primary sellers of NPLs, with a transaction volume of 20.36 billion yuan, accounting for 42.2% of total NPLs [1] - Personal loans accounted for 76.7% of the NPLs, with a transaction volume of 37.04 billion yuan, reflecting a significant year-on-year increase of 761% [2] 2. Sector Insights - Short-term impacts from tariff policies may affect exports, but long-term expansionary policies are expected to support economic growth [3] - The report identifies specific banks to watch under the pro-cyclical strategy, including Ningbo Bank, Postal Savings Bank, and China Merchants Bank [3] 3. Key Data Tracking - The average daily trading volume in the stock market was 1,146.755 billion yuan, an increase of 37.99 billion yuan week-on-week [4] - The balance of margin financing and securities lending was 1.80 trillion yuan, a decrease of 0.11% from the previous week [4] - The issuance of non-monetary fund shares reached 24.579 billion, an increase of 4.103 billion week-on-week [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：000686 股票简称：东北证券 公告编号：2025-026 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1.公司董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记 载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 2.公司负责人李福春先生、主管会计工作负责人王天文先生及会计机构负责人刘雪山先生声明：保证季 度报告中财务信息的真实、准确、完整。 3.公司2025年第一季度报告未经会计师事务所审计。 一、主要合并财务数据 （一）主要合并会计数据和财务指标 报告期内，公司无需追溯调整或重述以前年度会计数据。 截止披露前一交易日的公司总股本： 用最新股本计算的全面摊薄每股收益： （二）合并非经常性损益项目和金额 （三）主要合并会计数据和财务指标发生变动的情况及原因 单位：（人民币）元 （四）母公司净资本及有关风险控制指标 单位：（人民币）元 单位：（人民币）元 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 公司不存在将《公开发行证券的公 ...

东北证券股份有限公司 2024 年度股东大会会议资料 二〇二五年五月 目 录 | 序号 | | | 文件名称 | 页码 | | --- | --- | --- | --- | --- | | 审议事项 | | | | | | 1 | 公司 | 2024 | 年度董事会工作报告 | 1 | | 2 | 公司 | 2024 | 年度监事会工作报告 | 12 | | 3 | 公司 | 2024 | 年度财务决算报告 | 20 | | 4 | 公司 | 2024 | 年度利润分配议案 | 24 | | 5 | 公司 | 2024 | 年年度报告及其摘要 | 25 | | 6 | | | 关于预计公司 2025 年度日常关联交易的议案 | 26 | | 7 | | | 关于预计公司 2025 年度自营投资额度的议案 | 27 | | 8 | | | 关于提请股东大会授权董事会决定公司2025年度中期利 润分配的议案 | 29 | | 9 | | | 关于选举季大坤先生为公司第十一届监事会监事的议案 | 30 | | 听取事项 | | | | | | 1 | 公司 | 2024 | 年度董事薪酬及考核情况专项说明 | 3 ...