Group 1 - The core point of the news is the completion of the share transfer of Changjiang Securities, with Changjiang Industrial Group becoming the largest shareholder, holding 17.41% of the shares after acquiring 8.63 billion shares from Hubei Energy and Three Gorges Capital [1][3] - The share transfer was planned since March 2024, with the agreement signed with some shareholders, and received approval from the China Securities Regulatory Commission (CSRC) in June 2025 [3] - Changjiang Industrial Group has committed to a 60-month lock-up period for the shares, during which they will not transfer or pledge the shares, demonstrating a long-term commitment to the company [3] Group 2 - Changjiang Securities reported a significant increase in its half-year performance, with a projected net profit attributable to shareholders of 1.652 billion to 1.81 billion yuan for the first half of 2025, representing a year-on-year growth of 110% to 130% [3][6] - The basic earnings per share are expected to be between 0.28 yuan and 0.31 yuan, compared to 0.13 yuan in the same period last year [6] - The trend of local state-owned enterprises acquiring brokerage firms is evident, with several local state-owned entities taking control of various securities firms, indicating a shift in the ownership landscape within the industry [8] Group 3 - The restructuring of the brokerage ownership landscape includes multiple local state-owned enterprises acquiring significant stakes in various firms, such as Beijing State-owned Assets holding 85.01% of Beijing Securities and Dongguan State-owned Assets increasing its stake in Dongguan Securities to 75.4% [7][8] - The ongoing changes reflect a broader trend of state-owned enterprises enhancing their presence in the financial sector, emphasizing the importance of financial licenses and market influence [8] - The future outlook for Changjiang Securities under the support of local state-owned assets suggests a deeper integration into local economic development, while also facing industry competition and regulatory challenges [8]

Core Viewpoint - The ownership change at Changjiang Securities has been finalized, with Changjiang Industrial Group becoming the largest shareholder, reflecting a trend of local state-owned enterprises acquiring stakes in brokerage firms [1][3]. Group 1: Ownership Change - On August 7, Changjiang Securities announced the completion of a share transfer, with Hubei Energy and Three Gorges Capital transferring a combined 9.58% and 6.02% of shares to Changjiang Industrial Group, totaling 8.63 billion shares [1]. - Following the transfer, Changjiang Industrial Group's direct shareholding increased to 17.41%, making it the largest shareholder of Changjiang Securities, while Hubei Energy and Three Gorges Capital exited the shareholder list [1][3]. Group 2: Regulatory Approval and Commitment - The acquisition process began in March 2024 when Changjiang Industrial Group planned to acquire the 15.6% stake and signed a concerted action agreement with some shareholders [3]. - The China Securities Regulatory Commission accepted the matter in March and officially approved the acquisition on June 6, allowing Changjiang Industrial Group to become a major shareholder [3]. - Changjiang Industrial Group has committed to a 60-month lock-up period for the shares, during which they will not transfer or pledge the shares, and will forfeit voting rights if the pledged shares exceed 50% after the lock-up period [3]. Group 3: Financial Performance - Changjiang Securities reported a strong performance in its half-year report, forecasting a net profit attributable to shareholders of between 1.652 billion to 1.81 billion yuan for the first half of 2025, representing a year-on-year increase of 110% to 130% [3][5]. - The basic earnings per share are projected to be between 0.28 yuan and 0.31 yuan, compared to 0.13 yuan in the same period last year [5]. Group 4: Industry Trends - The ownership change at Changjiang Securities is part of a broader trend where local state-owned enterprises are acquiring stakes in various brokerage firms, indicating a growing interest in financial licenses and market influence [5][6]. - Other notable acquisitions include Beijing State-owned Assets controlling 85.01% of Credit Suisse Securities, and Dongguan State-owned Assets increasing its stake in Dongguan Securities to 75.4% [5]. - The restructuring of the brokerage ownership landscape is characterized by state-owned enterprises taking over from foreign and private entities, highlighting the increasing importance of local capital in the financial sector [6].

Group 1 - Changjiang Securities has completed a major shareholder change, with Changjiang Industrial Group becoming the largest shareholder, holding 15.6% of the shares [1] - The transfer of shares from Hubei Energy and Three Gorges Capital, which accounted for 9.58% and 6.02% respectively, has been finalized [1] - This change is expected to strengthen the company's state-owned background, enhance capital strength, and improve business synergy, potentially leading to a reshaping of valuations in the brokerage sector [1] Group 2 - Caitong Securities has nominated Ying Chaohui as the new general manager, with a background in the financial system, including roles at Zhejiang Rural Credit Union and Zhejiang Guarantee Group [2] - The general manager position at Caitong Securities has seen four different leaders since early 2015, indicating a period of instability [2] - The management change may serve as an opportunity for strategic adjustments as Caitong Securities has been outperformed by its provincial competitor, Zheshang Securities, in terms of market value and performance [2] Group 3 - Xie Honghe has been appointed as the head of the research institute at Great Wall Securities, previously serving as the deputy head at Zhongtai Securities [3] - Xie brings over ten years of experience in the non-ferrous metals industry, having worked with several prominent securities firms [3] - His appointment is expected to enhance Great Wall Securities' research capabilities, particularly in the non-ferrous metals sector, and may accelerate talent movement within the brokerage industry [3] Group 4 - Private equity funds are venturing into the entertainment industry by producing short dramas, with a new series titled "Rebirth in the Millennium: My Path to Revenge through Futures" being launched [4] - The series is produced by three private equity firms and reflects a trend of financial institutions exploring innovative brand marketing strategies [4] - This initiative may increase brand exposure for the involved private equity firms and attract potential investors, indicating a growing trend of content innovation within the financial sector [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 二、股份过户登记情况 2025年8月7日，公司收到长江产业集团转来的《中国证券登记结算有限责任公司证券过户登记确认 书》，本次协议转让款项已完成支付，本次协议转让的862,535,293股股份已完成过户登记，过户登记时 间为2025年8月6日。 本次股权转让后，长江产业集团直接持有公司962,535,293股股份（占股份总数比例17.41%），长江产 业集团及其一致行动人合计持有公司1,560,622,096股股份（占股份总数比例28.22%），长江产业集团成 为公司第一大股东；湖北能源、三峡资本不再持有公司股份。 三、其他情况说明 长江产业集团承诺入股长江证券后，自持股日起60个月内不转让所控制的长江证券股权（属于同一实际 控制人控制的不同主体之间转让公司股权，或者长江产业集团发生合并、分立导致所持公司股权由合 并、分立后的新股东依法承继，或者长江产业集团为落实中国证监会等监管部门的规范整改要求，或者 因公司合并、分立、重组、风险处置等特殊原因，所持股权经证监会批准发生转让的除外）；股 ...

湖北省国资成第一大股东 本次股份过户完成后，长江产业集团持有长江证券9.63亿股股份，占长江证券股份总数的17.41%。 长江产业集团的一致行动人武汉城市建设集团有限公司、湖北宏泰集团有限公司、湖北省鄂旅投创业投资有限责任公司、湖北省中小企业 金融服务中心有限公司、湖北日报传媒集团合计持有长江证券5.98亿股股份，占长江证券股份总数的10.81%。 长江产业集团及其一致行动人合计持有股份占长江证券股份总数的28.22%，长江产业集团成为公司第一大股东，湖北能源、三峡资本不再 持有长江证券股份。长江产业集团则由湖北省国资委持股100%。 对于此次交易，长江证券曾在公告中表示，本次权益变动是为了进一步巩固和完善湖北省国有金融资本布局，提升国有资本配置和运行效 率，推动金融链与产业链深度融合，服务湖北省战略性新兴产业高质量发展。本次权益变动有利于长江证券优化股权结构，提升公司治理 水平，为公司长期稳定发展提供有力支持。 【导读】长江证券第一大股东正式变更 8月7日晚间，长江证券发布公告称，长江产业集团通过协议转让方式受让的湖北能源及三峡资本持有的公司全部股份，已于8月6日完成过 户。 地方国资参与多家券商股权变更 ...

（原标题：长江证券第一大股东，正式变更！） 【导读】长江证券第一大股东正式变更 中国基金报记者 莫琳 8月7日晚间，长江证券发布公告称，长江产业集团通过协议转让方式受让的湖北能源及三峡资本持有的 公司全部股份，已于8月6日完成过户。 湖北省国资成第一大股东 本次股份过户完成后，长江产业集团持有长江证券9.63亿股股份，占长江证券股份总数的17.41%。 长江产业集团的一致行动人武汉城市建设集团有限公司、湖北宏泰集团有限公司、湖北省鄂旅投创业投 资有限责任公司、湖北省中小企业金融服务中心有限公司、湖北日报传媒集团合计持有长江证券5.98亿 股股份，占长江证券股份总数的10.81%。 长江产业集团及其一致行动人合计持有股份占长江证券股份总数的28.22%，长江产业集团成为公司第 一大股东，湖北能源、三峡资本不再持有长江证券股份。长江产业集团则由湖北省国资委持股100%。 2025年6月26日，锦龙股份发布公告称，公司已完成向东莞金控和东莞控股组成的联合体转让所持有的 东莞证券3亿股股份，东莞国资对东莞证券的持股比例将由交易前的55.4%提升至75.4%，成为第一大股 东。 2025年6月，渝富控股接手渝富资本持有 ...

【导读】长江证券第一大股东正式变更 中国基金报记者 莫琳 8月7日晚间，长江证券发布公告称，长江产业集团通过协议转让方式受让的湖北能源及三峡资本持有的 公司全部股份，已于8月6日完成过户。 湖北省国资成第一大股东 地方国资参与多家券商股权变更 据不完全统计，2024年以来，证券行业已发生超15起股权变更。其中，地方国资已经或计划入主的有国 盛证券、长江证券、瑞信证券（现北京证券）、东莞证券、东北证券、德邦证券、西部证券等9家券 商。 2025年7月23日，方正证券发布公告称，瑞信证券（中国）已完成股权变动的工商变更登记，并取得换 发的营业执照，方正证券不再持有瑞信证券股权，北京国资公司正式持有瑞信证券85.01%股权。此 外，瑞信证券已更名为北京证券，从外资主导的合资券商转变为国资控股券商。 2025年6月26日，锦龙股份发布公告称，公司已完成向东莞金控和东莞控股组成的联合体转让所持有的 东莞证券3亿股股份，东莞国资对东莞证券的持股比例将由交易前的55.4%提升至75.4%，成为第一大股 东。 2025年6月，渝富控股接手渝富资本持有的西南证券29.51%股份，升至西南证券控股股东，渝富资本彻 底退出对西南证 ...

8月7日晚间，长江证券 发布 公告称，长江产业集团通过协议转让方式受让的湖北能源及三峡资本持有的公司全部股份，已于8月6日完成 过户。 【导读】长江证券第一大股东正式变更 中国基金报记者 莫琳 2025年7月23日，方正证券发布公告称，瑞信证券（中国）已完成股权变动的工商变更登记，并取得换发的营业执照，方正证券不再持有 瑞信证券股权，北京国资公司正式持 有 瑞信证券85.01%股权。此外，瑞信证券已更名为北京证券，从外资主导的合资券商转变为国资控 湖北省国资成第一大股东 本次股份过户完成后，长江产业集团持有长江证券9.63亿股股份，占长江证券股份总数的17.41%。 长江产业集团的一致行动人武汉城市建设集团有限公司、湖北宏泰集团有限公司、湖北省鄂旅投创业投资有限责任公司、湖北省中小企业 金融服务中心有限公司、湖北日报传媒集团合计持有长江证券5.98亿股股份，占长江证券股份总数的10.81%。 长江产业集团及其一致行动人合计持有股份 占 长江证券股份总数的28.22%，长江产业集团成为公司第一大股东，湖北能源、三峡资本不 再持有长江证券股份。长江产业集团则由湖北省国资委持股100%。 对于此次交易，长江证券曾在 ...

Core Viewpoint - The major shareholder change of Changjiang Securities has been completed, with Changjiang Industrial Group becoming the largest shareholder after acquiring shares from Hubei Energy and Three Gorges Capital [1][3][4]. Shareholder Change - On August 7, Changjiang Securities announced the completion of the transfer of shares from Hubei Energy and Three Gorges Capital, which accounted for 9.58% and 6.02% of the total shares, respectively [2][4]. - Following the transfer, Changjiang Industrial Group holds approximately 9.63 billion shares, representing 17.41% of the total shares, thus becoming the largest shareholder [4]. - Changjiang Industrial Group has committed to not transferring its shares for 60 months and will not pledge more than 50% of its shares after the lock-up period [4]. Regulatory Approval - The transfer of shares was approved by the China Securities Regulatory Commission (CSRC) on June 6, prior to the completion of the transfer [5]. Management Changes - Changjiang Securities appointed Liu Zhengbin, with a background in state-owned enterprises, as the new chairman on April 3 [6]. Financial Performance - Changjiang Securities has shown steady growth in its financial performance, with a projected net profit of 1.652 billion to 1.81 billion yuan for the first half of 2025, representing a year-on-year increase of 110% to 130% [8]. - The company aims to enhance its comprehensive strength by focusing on serving the real economy, technological innovation, and major strategic initiatives in Hubei [8].

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]