Core Viewpoint - CITIC Bank's subsidiary, Xinyin Wealth Management, reported a 7% year-on-year growth in its asset management scale, reaching 2.13 trillion yuan by the end of the reporting period [1] Group 1: Financial Performance - The management scale of Xinyin Wealth Management, including entrusted management, was 2.13 trillion yuan, an increase of 7% compared to the end of the previous year [1] - The number of clients holding wealth management products reached 10.92 million, reflecting a growth of 9.42% from the end of the previous year [1] - The investment income generated for clients amounted to 21.974 billion yuan, representing a year-on-year increase of 20.22% [1] Group 2: Product Structure and Strategy - Xinyin Wealth Management has been enhancing its product structure by focusing on "grasping both ends, promoting the middle, and strengthening equity" [1] - The scale of wealth management products with a duration of one year or more was 729.903 billion yuan, which increased by 64.518 billion yuan, accounting for 34.64% of new products [1] - The scale of equity-linked products reached 207.08 billion yuan, with an increase of 18.579 billion yuan, and the proportion of new products rose from 9.68% at the beginning of the year to 9.83% [1] Group 3: Investment Strategy - Xinyin Wealth Management has strengthened its equity investment capabilities, promoting multi-asset and multi-strategy portfolio investments to reduce correlation and control extreme volatility [1] - The company aims to effectively enhance returns through its diversified investment strategies [1]
截至6月末信银理财上理财规模突破2.1万亿元 较上年末增长7%
Shang Hai Zheng Quan Bao·2025-08-28 14:06