21世纪经济报道记者 孙永乐 历时2个多月，"新国盛证券"总经理人选定了！ 8月27日晚间，国盛证券在公司官网发布公告称，根据《市场化选聘国盛证券股份有限公司总经理工作方案》的要求，经资格审查、测试、组织考察、体检 等环节，赵景亮拟作为国盛证券股份有限公司总经理聘任人选，现按规定予以公示。 据21世纪经济报道记者了解，赵景亮为财达证券（600906.SH）副总经理，分管自营业务条线，目前仍登记注册在财达证券。 财达证券副总经理"杀出"海选 回顾来看，6月17日，国盛金控（002670.SZ）公告称，目前公司正按照公司股东大会决议和中国证监会批复，推进吸收合并全资子公司国盛证券有限责任公 司（以下简称"国盛证券"）事项，吸收合并后公司名称将变更为国盛证券股份有限公司（以下简称"新国盛证券"）。 公告称，为加强新国盛证券经营管理层建设，根据有关部署要求，国盛金控将公开选聘吸收合并后新国盛证券总经理。在任职条件方面，应聘人员需要担任 过省属证券公司或与国盛证券相当及以上规模证券公司经营班子正职或者担任副职职务，不少于2年。 本次公开招聘始于今年年初国盛证券原总裁徐丽峰因年龄原因辞任，目前总裁职务由副总裁唐文峰代为履 ...

Market Overview - A-shares experienced significant volatility, with a broad decline in individual stocks before a sudden recovery led by major financial sectors, resulting in a collective increase in the three major indices [1][3] - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component increased by 2.25%, and the ChiNext Index surged by 3.82%, with the STAR 50 Index climbing 7.23%, reaching a three-year high [1] Financing Activity - Despite a market adjustment, the financing balance increased by over 20 billion yuan, continuing a trend of growth since August 8, with a total increase exceeding 240 billion yuan since the beginning of August [1][3][5] - The number of stocks rising in the afternoon session exceeded 2,800, indicating strong market participation despite the earlier downturn [3] Sector Performance - The technology sector remained a key driver of market performance, with notable gains from companies like Industrial Fulian and Shenghong Technology, which saw increases of 9% and 19% respectively [3][5] - The ETF market has seen significant inflows, with stock-type ETF shares increasing by 17.5 billion units in August, suggesting a trend towards passive investment in blue-chip stocks [5] Market Sentiment and Future Outlook - Analysts maintain a positive outlook for the market, citing favorable liquidity conditions and a relatively optimistic sentiment index compared to historical levels [6] - The focus for long-term investment strategies includes sectors with high growth potential such as semiconductor materials, biomedicine, and medical devices, while avoiding industries with outdated products [6]

Core Viewpoint - A-shares experienced significant volatility, with a notable recovery led by large financial stocks, resulting in a collective rise of major indices, indicating a potential ongoing rebound in the equity market [1][2][5]. Market Performance - A-shares saw a collective increase, with the Shanghai Composite Index rising by 1.14%, Shenzhen Component by 2.25%, and the ChiNext Index by 3.82%, marking new three-year highs [1]. - Despite a day of adjustment, the margin financing balance increased by over 20 billion yuan, continuing a trend of growth since August 8, with a total increase exceeding 240 billion yuan since the beginning of August [2][4]. Sector Analysis - The technology sector remained a key driver, with notable performances from companies like Industrial Fulian and Shenghong Technology, which saw increases of 9% and 19% respectively, contributing to the overall market recovery [2][4]. - The current market structure is characterized as a structural bull market, primarily driven by blue-chip technology stocks, with a significant increase in ETF investments, indicating a trend towards passive investment strategies [4]. Investor Sentiment - Investor sentiment appears optimistic, with indicators suggesting that the A-share market remains in a favorable position relative to other asset classes, despite recent fluctuations [5]. - The emotional index for A-shares has improved but has not reached the extreme levels seen in previous market peaks, suggesting room for further growth [5]. Future Outlook - Analysts maintain a positive outlook for the market, emphasizing the importance of selecting stocks based on their performance elasticity and focusing on high-growth sectors such as semiconductor materials and biomedicine [5].

Group 1 - Some brokerage stocks experienced an increase, with Xinda Securities rising over 5% [1] - Great Wall Securities and Guosheng Jinkong both saw increases of over 3% [1] - Jinlong Co. rose over 2%, while several other securities firms, including GF Securities, First Capital, and Everbright Securities, increased by over 1% [1]

Group 1 - A-share market sees a rise in several brokerage stocks, with Xinda Securities increasing by over 5% [1] - Changcheng Securities and Guosheng Financial Holdings both rise by over 3% [1] - Jinlong Co., Ltd. experiences an increase of over 2% [1] Group 2 - Other notable gains include GF Securities, First Capital, Everbright Securities, Xiangcai Securities, CITIC Securities, Changjiang Securities, Dongwu Securities, Huatai Securities, and Founder Securities, all rising by over 1% [1]

8月27日，国盛证券发布公告称，根据《市场化选聘国盛证券股份有限公司总经理工作方案》的要求，经资格审查、测 试、组织考察、体检等环节，赵景亮拟作为国盛证券股份有限公司总经理聘任人选。据悉，赵景亮原为财达证券副总经 理。今年6月，国盛证券公告称拟公开选聘总经理。 根据财达证券此前的公告，赵景亮，1978年12月出生，硕士研究生，特许金融分析师，中国国籍，无境外永久居留权。 2005年8月至2015年9月历任中信银行金融市场部资金业务部交易员、金融市场部投资管理部投资经理、总经理助理； 2015年9月至2019年11月历任民生加银基金管理有限公司专户理财一部副总监、总监；2019年11月入职财达证券，2020年 2月开始任财达证券副总经理。 财达证券2024年年报显示，赵景亮的年薪是264万元。 今年6月，国盛金控发布公告称，为加强新国盛证券经营管理层建设，根据有关部署要求，公司将公开选聘吸收合并后新 国盛证券总经理。应聘人员要担任过省属证券公司或与国盛证券相当及以上规模证券公司经营班子正职或者担任副职职 务不少于2年。薪酬待遇参考市场同类可比人员薪酬水平，提供具有竞争力的薪酬待遇。 据悉，国盛证券原总经理徐丽峰 ...

Group 1 - The candidate for the general manager position of Guosheng Securities has been determined after a two-month public recruitment process, with Zhao Jingliang, the former deputy general manager of Caida Securities, proposed for the role [2][8] - Zhao Jingliang, born in 1978, holds a master's degree and is a Chartered Financial Analyst. He has extensive experience in the financial sector, having worked at Citic Bank and Minsheng Jia Yin Fund before joining Caida Securities [6][8] - The previous general manager of Guosheng Securities, Xu Lifeng, resigned due to age, and the position has been temporarily filled by deputy general manager Tang Wenfeng [8] Group 2 - Guosheng Securities is actively seeking to strengthen its self-operated business segment, as indicated by the recent announcement for the recruitment of a general manager for the investment management headquarters [9][10] - The company reported a total operating revenue of 1.082 billion yuan in the first half of the year, representing a year-on-year increase of 32.51%. Operating profit and net profit also saw significant growth, increasing by 121.22% and 109.92%, respectively [10] - Despite the overall revenue growth, the income from various business segments is uneven, with the securities brokerage business contributing nearly 60% of total revenue, while self-operated business and asset management revenues decreased by 24.39% and 31.38%, respectively [10][11]

国盛金控股价报19.24元，较前一交易日下跌0.18元，跌幅0.93%。盘中最高触及19.47元，最低下探至 19.18元，成交量为55.78万手，成交金额10.78亿元。 国盛金控主营业务为证券业务，通过子公司国盛证券开展证券经纪、自营投资、资产管理等业务。公司 注册地位于江西省，2025年半年报显示证券经纪业务收入占比近六成。 8月25日，国盛证券发布公告公开招聘投资管理总部总经理，该岗位负责权益类自营投资业务。此前6月 公司已启动总经理市场化选聘程序。在2025年半年度业绩说明会上，公司表示将聚焦证券主业，加快财 富管理转型和自营业务布局。 数据显示，国盛金控8月26日主力资金净流出7231.03万元，近五个交易日累计净流出6.73亿元。 风险提示：证券市场波动可能对公司业绩产生影响，业务转型效果存在不确定性。 ...

Group 1: Financial Performance - The company achieved total revenue of 1.136 billion CNY in the first half of 2025, representing a year-on-year increase of 32.10% [4] - The net profit attributable to shareholders reached 209 million CNY, a significant rise of 369.91% compared to the same period last year [4] - The increase in net profit is primarily due to higher income from securities brokerage and other debt investment interest, along with a reduction in credit impairment losses [4] Group 2: Business Strategy and Future Plans - The company plans to leverage the merger with its wholly-owned subsidiary, Guosheng Securities, to focus on its core securities business and enhance resource integration [5] - The strategy includes transforming into a buyer advisory model and enhancing financial technology capabilities to improve online service and customer engagement [3] - The company aims to optimize investment research capabilities and increase the development of equity products to enhance management scale in asset management [3] Group 3: Market Opportunities and Risk Management - The company will continue to capitalize on the increased activity in the A-share market to maintain high growth in mid-year performance [3] - A commitment to improving risk management and internal control systems is emphasized to ensure sustainable growth across all business lines [3] - The company is focused on exploring new business areas and market opportunities while adhering to a customer-centric service philosophy [6] Group 4: Core Competitiveness - Guosheng Securities is positioned as the only provincial securities company in Jiangxi, aiming to transform local economic characteristics into competitive advantages [6][7] - The company emphasizes its role as a regional resource integrator, enhancing its service capabilities to support the high-quality development of the local economy [7] Group 5: Investor Communication - The company maintains open communication with investors regarding the execution of legal matters and potential risks associated with goodwill impairment [2][3] - There are no undisclosed significant information leaks during the investor relations activities, ensuring compliance with relevant regulations [7]

Core Viewpoint - The performance of listed securities firms has significantly improved in the first half of 2025, driven by a recovering market environment and increased trading activity, with many firms reporting substantial year-on-year growth in revenue and net profit [1][6]. Group 1: Financial Performance - Guoyuan Securities reported total operating revenue of 3.397 billion yuan, a year-on-year increase of 41.6%, and a net profit attributable to shareholders of 1.405 billion yuan, up 40.44% [3]. - Changcheng Securities achieved total operating revenue of 2.859 billion yuan, a 44.24% increase year-on-year, and a net profit of 1.385 billion yuan, which is a remarkable 91.92% growth [3]. - Overall, eight securities firms have disclosed their semi-annual reports, with most reporting positive revenue and net profit growth compared to the previous year [1][4]. Group 2: Revenue Sources - Guoyuan Securities attributed its revenue growth to increases in wealth management, securities trading, and investment banking, with wealth management revenue reaching 999.8 million yuan, up 45.47% [3][5]. - Changcheng Securities noted that its performance was bolstered by growth in proprietary investment and brokerage business revenues [3]. - Other firms like Dongfang Caifu and Zheshang Securities also reported significant revenue figures, with Dongfang Caifu exceeding 6 billion yuan in total operating revenue [4]. Group 3: Market Environment and Future Outlook - The recovery of the market environment is closely linked to the substantial growth in securities firms' performance, with the average daily trading volume of A-shares surpassing 3 trillion yuan [6]. - Analysts express optimism about the investment value of the securities sector, highlighting the potential for continued growth driven by improved market sentiment and increased trading activity [7][8]. - The securities sector is expected to benefit from policy support aimed at revitalizing capital markets, which will enhance the business landscape for investment banking, brokerage, and asset management [8].