证券时报·2025-07-04 08:11Core Viewpoint - The China Securities Association (CSA) has released the results of the trial evaluation for securities firms, indicating that the scores will be used as the main basis for formal evaluations, along with rankings of 12 related business areas [1][5]. Group 1: Evaluation Metrics - The trial evaluation consists of a scoring system where quantitative evaluation accounts for 90 points and qualitative evaluation for 10 points, with an additional 5 points for specific contributions to the industry [4]. - Quantitative indicators measure performance in five key areas: Technology Finance (50 points), Green Finance, Inclusive Finance, Pension Finance, and Digital Finance, each with specific sub-indicators [4]. Group 2: Business Rankings - In the ranking of securities firms for underwriting technology innovation bonds, the top five are: CITIC Securities (128.19 billion), CITIC Jinshi (89.86 billion), Guotai Junan (63.68 billion), CICC (58.80 billion), and Huatai Securities (34.22 billion) [6]. - For the ranking of securities firms serving technology enterprises in equity financing, the top five are: CITIC Securities (27.04 billion), CITIC Jinshi (20.93 billion), CICC (20.22 billion), Guotai Junan (15.16 billion), and Huatai Securities (12.23 billion) [7]. - In the ranking for major asset restructuring transactions for technology enterprises, the top five are: CITIC Securities (32.07 billion), CITIC Jinshi (15.39 billion), China Galaxy Securities (11.50 billion), CICC (7.61 billion), and Huatai Securities (7.30 billion) [11]. - For underwriting green bonds and low-carbon transition bonds, the top five are: CITIC Securities (16.54 billion), CITIC Jinshi (12.29 billion), Guotai Junan (11.14 billion), CICC (8.84 billion), and招商证券 (5.41 billion) [12]. - In the ranking for underwriting private enterprise bonds, the top five are: 招商证券 (38.15 billion), 广发证券 (31.89 billion), 平安证券 (18.56 billion), CICC (13.01 billion), and Huatai Securities (12.57 billion) [13]. - For the distribution of personal pension products, the top five are: CICC (24.83 million), China Galaxy Securities (18.06 million), 广发证券 (17.18 million), 招商证券 (13.91 million), and 国信证券 (13.78 million) [14].