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515投资者保护日 | 中信保诚基金“共创财富行”荣获2025年度投教项目优秀实践奖
Xin Lang Ji Jin· 2025-05-15 05:25
Group 1 - The core viewpoint of the article highlights that CITIC Prudential Fund's "Co-creating Wealth" investor education brand won the "2025 Excellent Practice Award" in the investor education project category [1] - Since its establishment in 2005, CITIC Prudential Fund has focused on "excellent investment management, empowering a better life," prioritizing long-term returns and investor satisfaction as its core strategy [4] - The company has continuously improved its investor education service system, transitioning from a "product-oriented" to a "customer demand-oriented" approach with the launch of the upgraded "Co-creating Wealth" service system in September 2024 [5] Group 2 - The upgraded service system focuses on three main dimensions: precise content supply, professional team empowerment, and a diversified communication matrix [5] - The company has implemented various offline activities, such as "Happy Investmentism" roadshows and "Xincheng No. 1" train tours, to provide market insights and asset allocation advice across more than ten cities [5] - Online services have evolved since 2010, including the launch of the "Investment π" live broadcast brand in 2020, utilizing short videos and live streaming to guide investors in responding rationally to market fluctuations [6] Group 3 - CITIC Prudential Fund has established a "one-on-one" fund diagnosis service channel to provide personalized and timely services to investors amid market volatility [6] - The company has published the book "Simple and Understandable Fund Investment" and initiated the "CITIC Book Selection" activity, promoting financial literacy through accessible content [6] - In 2023-2024, CITIC Prudential Fund joined several mainstream media investor education alliances to enhance the impact of financial education and promote the integration of financial education with academic research [6]
保诚(02378) - 於二零二五年五月十四日举行的股东週年大会的投票结果
2025-05-14 13:56
Prudential plc(「本公司」)宣佈,在今日較早時間舉行的股東週年大會(「股東週年大 會」)上,第 1 至第 18 項(包括首尾兩項)決議案已獲正式通過為普通決議案,以及第 19 至第 22 項(包括首尾兩項)決議案已獲正式通過為特別決議案。投票結果如下: | | 決議案 | 贊成票 | 佔所投 | 反對票 | 佔所投 | 所投總票數 | 所投總 | 棄權票 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 票數的 | | 票數的 | | 票 數佔 | | | | | | 百分比 | | 百分比 | | 已發 行 | | | | | | | | | | 股本的 | | | | | | | | | | 百分比 | | | 1 | 接納及考慮截至 | 2,112,127,027 | 99.71 | 6,121,459 | 0.29 | 2,118,248,486 | 81.31 | 13,140,551 | | | 二零二四年十二 | | | | | | | | | | 月三十一日止財 | | | | | | | | | ...
保诚(02378) - 翌日披露报表
2025-05-14 09:59
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: Prudential plc 保誠有限公司* (* 僅供識別) 呈交日期: 2025年5月14日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02378 | 說明 | 普通股每股0.05英鎊 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | 庫存股份變動 | | | | | ...
保诚(02378) - 翌日披露报表
2025-05-13 09:44
公司名稱: Prudential plc 保誠有限公司* (* 僅供識別) 呈交日期: 2025年5月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 FF305 表格類別: 股票 狀態: 新提交 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02378 | 說明 | 普通股每股0.05英鎊 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | 事件 | | 已發行股份(不包括庫存股份)數 目 | 佔有關事 ...
保诚(02378) - 翌日披露报表
2025-05-12 10:37
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: Prudential plc 保誠有限公司* (* 僅供識別) 呈交日期: 2025年5月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 02378 | 說明 | 普通股每股0.05英鎊 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份(不 ...
中信保诚汇利债券型证券投资基金基金份额发售公告
Fund Overview - The fund is named CITIC Prudential Huili Bond Fund, with a registration approval from the China Securities Regulatory Commission (CSRC) on March 14, 2025 [1] - It is a bond-type fund with an indefinite duration and operates as a contractual open-end fund [3][13] - The fund's initial share value is set at RMB 1.00 per share for both A and C classes [13][21] Fund Management and Custody - The fund is managed by CITIC Prudential Fund Management Co., Ltd., with China Construction Bank as the custodian [3][49] - The fund's registration and record-keeping are also handled by CITIC Prudential Fund Management Co., Ltd. [51] Fund Subscription Details - The subscription period is from May 26, 2025, to June 13, 2025, allowing multiple subscriptions during this time [20][33] - The minimum subscription amount through sales institutions is RMB 1 (including subscription fees), while the minimum for direct sales is RMB 100,000 for the first subscription and RMB 1,000 for additional subscriptions [4][32] - The total subscription amount is capped at RMB 6 billion, and if this amount is reached, the fund will close subscriptions early [17][18] Investor Eligibility - The fund is open to individual investors, institutional investors, qualified foreign institutional investors, and other investors permitted by laws and regulations [5][15] - The fund management has the right to further limit the scope of eligible investors [15] Subscription Process - Investors must open a fund account with the management company to subscribe, and they can apply for subscription simultaneously during the account opening [4][8] - Subscription applications cannot be revoked once accepted, and the confirmation of subscription is subject to the registration agency's verification [9][31] Fund Fees and Charges - The A class shares will incur subscription fees, while the C class shares will not charge subscription fees but will deduct service fees from the fund's assets [22] - The subscription fee rates vary based on the amount subscribed, and the calculation of shares will consider any interest accrued during the subscription period [23][25] Fund Performance and Risk - The fund aims for long-term asset appreciation while effectively controlling investment risks [14] - It may invest in asset-backed securities and short-term corporate bonds, which carry specific risks such as credit risk and liquidity risk [8][9] Fund Operation and Management - The fund management commits to managing the fund assets with diligence and integrity but does not guarantee profits or minimum returns [12] - The fund will undergo a verification process post-fundraising to ensure compliance with regulatory requirements before the fund contract becomes effective [47]
保诚(02378) - 翌日披露报表
2025-05-09 08:39
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 呈交日期: 2025年5月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 02378 | 說明 | 普通股每股0.05英鎊 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | | | | | | 事件 | | 已發行股份(不包括庫存股份)數 ...
佛山禅医携手香港保诚启动湾区医疗直付服务,跨境就医再突破
Nan Fang Du Shi Bao· 2025-05-08 15:33
Core Insights - The collaboration between Foshan Zhenyi Hospital and Prudential marks a significant advancement in cross-border medical services in the Greater Bay Area, aiming to provide a seamless and efficient healthcare experience for residents of mainland China and Hong Kong [1][5]. Group 1: Strategic Collaboration - The partnership will integrate innovative payment models and resources to create a one-stop direct payment service for eligible Prudential clients, covering the entire medical treatment process [1][3]. - The initiative is expected to expand the cross-border medical service network to more cities within the Greater Bay Area, enhancing healthcare accessibility for local citizens [1][3]. Group 2: Addressing Payment Challenges - The demand for cross-border medical services has been rising, with Prudential's report indicating a 46% year-on-year increase in direct payment service claims and a 23% increase in cross-border medical cases from mainland China [3]. - The new service allows eligible Prudential clients to pre-approve treatment costs with the hospital, streamlining the payment process by enabling direct settlement post-treatment [3][4]. Group 3: Enhanced Patient Experience - The collaboration shifts the focus from single treatments to a comprehensive patient experience, offering services that include appointment scheduling, examinations, specialized consultations, and rehabilitation follow-ups [4]. - Foshan Zhenyi Hospital will leverage advanced medical technologies and resources, such as radiosurgery and CAR-T cell therapy, to enhance treatment quality and patient recovery [4]. Group 4: Future Aspirations - The partnership is seen as a new starting point for cross-border medical cooperation, with aspirations to deepen collaboration in technology introduction, process optimization, and resource integration [5]. - Prudential aims to expand its medical coverage and enhance its leadership position in the cross-border healthcare sector, ensuring comprehensive protection for clients seeking medical services abroad [6].
保诚(02378) - 翌日披露报表
2025-05-08 10:51
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: Prudential plc 保誠有限公司* (* 僅供識別) 呈交日期: 2025年5月8日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02378 | 說明 | 普通股每股0.05英鎊 | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份(不包括庫存股份)變動 | 庫存股份變動 | | | | 事件 | | 已發行股份(不包括 ...
中信保诚基金权益团队“最后火种”遭调整!业绩优异难敌派系之争
Sou Hu Cai Jing· 2025-05-08 05:04
5月7日,中信保诚基金发布人事调整公告,基金经理吴一静正式卸任中信保诚弘远混合、中信保诚深度价值混合(LOF)两只产品的管理职务,与此同时, 中信保诚丰裕一年持有期混合基金增聘吴昊为基金经理,与现任基金经理陈岚、吴一静形成三人共管架构。 图片来源:中信保诚基金公司官网 吴一静历任朱雀股权投资公司研究员、中银基金研究员,2020年1月加入中信保诚基金担任研究员。2022年7月13日吴一静正式管理基金产品,先后执掌中信 保诚深度价值混合(LOF)、中信保诚弘远混合基金,2024年7月接管偏债混合型产品中信保诚丰裕一年持有期混合基金。 图中人物系 中信保诚基金基金经理 吴一静 在投资业绩层面,吴一静产品业绩表现优异,其管理的两只权益类产品中信保诚深度价值混合(LOF)、中信保诚弘远混合基金任职总回报分别为9.6%和 11.83%,在同类产品中排名均位居前20%。 | 基金名称 | 投资类型 | 任职日期 | 离肥日期 | 基金规模 | 任節賞 | 年化回 | 司类排名 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (亿元) | 回报(%) ...