券商做好金融“五篇大文章”评价办法来了，科技金融赋分最高

Core Viewpoint - The China Securities Association has released a new evaluation method for securities companies to enhance their contributions to the financial sector, focusing on five key areas of finance [2][3] Group 1: Evaluation Framework - The evaluation method consists of 25 articles divided into four chapters: general principles, evaluation indicators and scoring methods, implementation and results application, and appendices [2] - The evaluation indicators include both quantitative and qualitative measures, reflecting the company's contributions and capabilities in key financial areas [2] Group 2: Quantitative Indicators - Quantitative indicators cover various aspects such as technology finance, green finance, inclusive finance, pension finance, and digital finance, with specific metrics for each category [2][3] - For technology finance, metrics include the amount and number of technology innovation bond underwriting, equity financing for tech companies, and direct investments in non-listed tech firms [2] - Green finance metrics focus on the underwriting amounts and numbers of green bonds and low-carbon transition bonds [2] - Inclusive finance metrics include amounts and numbers related to bonds supporting small and micro enterprises and private enterprise bonds [2] - Pension finance metrics involve the scale of personal pension product sales, while digital finance metrics assess the maturity of digital capabilities and awards in securities technology [2] Group 3: Qualitative Indicators - Qualitative indicators assess the establishment of mechanisms, including whether the financial "five articles" are integrated into the company's strategic development and the existence of a specialized organizational structure [3] - Continuous investment in business resources is evaluated through the comprehensive growth rate of investments supporting the financial "five articles" [3] - Additional indicators reflect the company's functional roles and adherence to annual policy priorities [3] Group 4: Scoring Methodology - The scoring system emphasizes practical relevance, with a higher score allocation for technology finance (50 points) and lower for other areas (10 points each for green, inclusive, pension, and digital finance) [3] - The scoring method includes both monetary and numerical standards to balance the impact of absolute scale on evaluation results [3] - A basic score is set to encourage differentiated development among companies, considering the high concentration of business in the securities industry [3]